User Manual - Ipvision A/S
Contents
1. OD 000 O Support G Morten Larsen Troels Dahl Lars Krogsgaard Morten Brendstrup Add calendar event x 3W Chat 8 799 v 4550607799 v Calendar 00 10 00 11 00 12 00 13 00 End time 10 12 2013 13 00 00 4 support ipvision dk 2 Ziad Daniel G 9 Receptionist Module gives you access to editing the existing events and creating new ones in both your own and your colleagues Calendars as well Note The amount of details shown in Connect Calendar depends on settings for sharing with Connect User in the external calendar where the information Is being imported from It is also possible to hide excessive information by marking events as private in the external calendar IpvIsIOn 9 Connect Client 3 2 Call History Click Call History Panel to open an overview of all incoming and outgoing calls to and from all phone numbers assigned to you The list contains information about the call s time phone number and the name of the user the phone number Is assigned to or the name of the queue you were assigned to when receiving the call Call History 1012 51 901 User 1 4 10 12 51 902 User 2 10 12 9 51 45506077998 Support Call History Time Number Name To dial one of the numbers from Call History list select the number and press Phone receiver icon to the right 3 3 Search Use Search field to quickly find2. Available Dropouts 3 5 Service level 100 0 Agents Lars Krogsgaard B Morten Larsen Troels Dahl T W chat 799 Se 4550607799 Calendar O Ziad Daniel Waiting in queue If you have permission to sign into and out of the queues dynamically this can be done by clicking Sign in and Sign out amp icons If you are not registered in a queue but you nevertheless want to help queue agents by picking up one of the waiting calls you can pull one of the calls to your own phone Click Pull Call icon 03 If you have multiple phones assigned to you Connect will first prompt you to select the phone you want to use for receiving the call and will establish the connection ones you have selected it IDVISION Connect Client 4 5 SMS You can send SMS messages directly from your Connect Client Click SMS icon displayed to the right of your mobile phone number SMS window will pop up with one text field for entering the recipient s phone number and another text field for the message Itself KB SMS to external number SMS to Number Message 153 1 Send Close 3 Multiple mmm gt a EE Enter intended recipient s number in the number field the message itself into the text field and click Send button to send the SMS You can optionally add a user defined signature that will be attached all your SMS messages See paragraph 5 2 page 25 Note
3. Contacts 2 Select Calendar hv Tasks Items 0 3 Select Share Calendar i T 1 Pa BA i p we Open Calendar E mail Share Publish Calendar Calendar Groups Calendar Calendar Online Permissions Manage Calendars Share 4 Enter the name of your company s Connect Exchange user in the To field and press Send Fl sharing invitation User OL Calendar Share Share Insert Options Format Text Revi eu AA gg Il Attach File 33 r Attach Item Paste i l Mames el j 3 P 2 Signature Clipboard Ta Basic Text Include Tar Your Company s Connect Exchange User Subject Sharing invitation User 01 Calendar C Request permission to wiew recipient s Calendar Allow recipient to wiew your Calendar Details Full details Includes the availability and full details of calendar items EE User 01 Calendar i Microsoft Exchange Calendar Now your Calendar information is shared with Connect and description of your Calendar events should be displayed by both your own and your colleagues Connect Clients Note Your Calendar in Connect Client will be updated next time the programme synchronizes external calendars IDVISION Connect Client A 1 2b Sharing Exchange Calendar Events alternative There is an alternative way to share your Exchange Calendar with your company s Connect Exchange user 4 My Calendars 1 Open your Outlook client Fur
4. DVISION Business Telecommunications Connect Client User Manual Version 1 4 3 English February 2014 Connect Client Welcome This manual gives you practical instructions on how to use Connect Client If you feel uncertain or have questions you are always welcome to call us Best regards ipvision Support Skodsborgvej 305 D DK 2850 Nerum Anelystparken 45 C DK 8381 Tilst 45 88 88 77 99 Mon Thu 8 00 16 00 GMT 1 Fri 8 00 15 30 GMT 1 support ipvision dk Ipvision Connect Client Table of Contents l Installation Guide susen 1 1 1 Connect Client installation for Windows rrarnnrnnrnnrnnrnnrnnnnnnnnnnnnnnnnnnennene 1 1 1 1 Hardware requirements rnrrnurnnrnnrnnrnnnnnnnnnnnnnnennnnnnnnnnnennnnnnnnnnnrn 1 1 1 2 Software requirements rrnrnnnnnrnnnnnnvnnnnnvnnnnnnnnnnnnnnnnnnnnnnnnennnnnen 1 1 1 3 Installing Connect Client for Windows arrnnvnnvnnvnnvnnvnnvnnrnnennrnurn 1 1 2 Connect Client installation for MAC OS X rnrrnnrnarnernernnrnnrnernennunnenennnunnene 2 1 2 1 Hardware and software requirements rarvnrrnnvnnnnnnnnnnnnnnnnnnnnnnrn 2 1 2 2 Installing Connect Client for MAC rnrnrnnrnnrnnrnnrnnrnannnnnnnnunnnnen 2 2 NN 3 2 SS aaa aaa arai aa a ija vente Dya adara ag a aaa kaa BN a a Ba aa ada aja a nga a aaa saa aa 3 3 Overview EE EE 4 PN 5 bd VE Sta n DE a ag aa Ba kaa 5 3 1 2 Phones and Phone Status rarvnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnn
5. 1 L supportSipvision dk Connect will first call your own phone or the phone you have selected for making this call and then after you have picked it up it will call your contact s number and establish the connection IDVISION Connect Client 4 2 2 An Outgoing Call from Search field Another way of initiating a phone call from Connect Client is to enter a number into the Search field and press lt Ctrl gt lt C gt See page 28 for more Shortcuts If you have several active phones assigned to you a drop down menu containing all your phone numbers available for making this call will pop up Select the phone number you want the call to be initiated from P 12345678 Press Ctrl C to call 12345678 Connect will first call your own phone or the phone you have selected for making this call and then after you have picked it up it will call the requested number and establish the connection 4 2 3 An Outgoing Call from Call History list Alternative way of initiating a phone call from Connect Client is to select one of the phone numbers from Call History List and click Phone Receiver icon to the right of this menu If you have several active phones assigned to you clicking Phone Receiver icon will open a drop down menu where you can select the one of your phones which you want the call to be initiated from Connect will first call your own phone or the
6. Open in New wi A d aw 2 Right click your Calendar under My WA New Calendar Calendars in the sidebar to the left ei 3 Select Properties color b Calendar Properties F r Autodrchive Permissions Synchronization 3 Permission Level Copy Calendar Free Busy time connect user Share with me Free Busy time subject Anonymous None 4 Remove Properties Permissions Permission Level Calendar Properties window will Read Write pop Up i None El Create items Free Busy time E Create subfolders 5 Select Permissions Free Busy time subject I Edit own location E Edit all i Full Details 6 Select the intended permission level Delete items Other None Folder owner da Press Add button D Caan Folder contact Gal Folder visible 8 Add users window will pop up Add Users Search 8 Name only D More columns Address Book Ga Global Address List user1 r Advanced Find Title Business Phone Location connect user Share with me 2 User 01 amp User 02 amp User 03 2 User 04 2 User 05 Cancel 9 Select your company s Connect Exchange user from the list 10 Press Add then OK to add the user 11 Save the changes in Calendar Properties by pressing first Apply and then OK buttons IDVISION Connect Client A 2 Sharing Calendar in Google Apps Once your local administr
7. The length of SMS messages Is currently limited to 160 characters 4 5 1 Sending an SMS to a phone on the Contact List Same SMS icon is shown to the right of each available mobile phone number on your Contact List Click this icon to send an SMS message to the corresponding number An SMS window with auto filled phone number will pop up y SMS to Troels Dahl Troels Dahl 4550607799 Message Enter your message into the text field and press Send to send your SMS IDVISION Connect Client 4 6 Voicemail When you want to retrieve your Voicemail messages find Voicemail icon to the right of your Voicemail in your User Panel Click the icon to open a menu containing all phone numbers that are available for calling Voicemail Select the phone you intend to use av Yoicemail Call History Connect will first call the phone you have selected and after you have picked it up it will connect you to your mailbox 4 7 Chat Click Chat icon amp by the selected contact to initiate a chat session with him her Note This icon is only shown when your contact is logged on into Connect Enter your message into the text field of the Chat window Press lt Shift gt lt Enter gt for a new line Press lt Enter gt to send the message y Chat with Morten Brendstrup Chat to Morten Brendstrup Last message None Send Close x The status of your chat partner is sh
8. on Windows XP SP3 and Windows Vista SP2 but we do not support any other operating systems than the ones mentioned above Ipvision 1 Connect Client 1 1 3 Installing Connect Client for Windows Once you have downloaded Pvision Connect exe file from our site you can simply double click the file to initiate the installation process and follow the instructions Among other things you will be prompted to select the folder you intend to install the client to and have an option to create a Desktop icon and or a Quick Launch icon for your Connect Client There is no need to restart your computer after the installation has been completed It is critical that no security software is in any way limiting neither Connect Client nor Java on your computer 1 2 Connect Client installation for MAC OS X 1 2 1 Hardware and software requirements There are no distinct requirements for running Connect Client on a MAC Any modern computer should be able to do it Connect Client installation will occupy only about 100 MB on your hard drive Note Connect Softphone is not available for MAC OS 1 2 2 Installing Connect Client for MAC After you have downloaded Connect Client you can simply drag Connect from the default Downloads folder the exact folder depends on your browser and its settings and drop it into Applications folder of your computer Ipvision 2 Connect Client The first thing you see when you launch your Conn
9. redirected depending on your company s dialplan settings while internal callers will be informed about DND status but will have an option to disturb you anyway by pressing 3 in IVR system When one of you phone s status is set to Do not Disturb in Connect you can still make phone calls using this phone or Connect Client to dial the number To disable DND status or Call Redirect on your phone select Available on the top of the menu Remember to press Save button to save the changes in the Phone Status Note Changing status of one of your phones to DND or Call Redirect will make Connect change your User Status shown to other Connect users accordingly Rules for redirecting calls depend on company s Dialplan settings and can be different Please call ipvision Support to learn more about your options IpvIsIOn 7 Connect Client 3 1 4 Calendar Connect gives you an overview of your own and your colleagues Calendars Calendar events are shown within the time frame of three coming and one previous hour Calendar events are marked in dark colour Hover the cursor over an event to see the event s time details and description gt Calendar BOQ 14 00 15 00 1600 FOO gu Calendar xog 14 00 Me 15 00 15 00 17 00 et EN Note Calendar Status shown in Connect Client represents the status imported from your external calendar which Is not necessary defined by calendar events created in this calendar It is
10. 2 All SONNE ore ED een Nagan nagan aaa Nana 23 4 11 1 Hardware requirements rarnnrnnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnen 23 5 TET NNN 24 5 1 Incoming Call End Call behavior rennnrnnnnnnnnrnnnnennnnnnvnnnnnrnnnnnnnnennnnnnnn 25 EE EE EN ET EE 25 5 3 Connect Integration settings rrrvnrnnnvnnrnnvnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnenene 26 5 4 Template for Preconfigured Phone Messages rrnrrnrnnnnrnnnnnnnnnnnannnnnnen 27 D D S nphone SETNSS Luse pene aaa 27 ONE EET 28 TE EEE GAN Ga aga GENG KA Bag ag Ga aa 29 IDVISION Connect Client APPENDIX A Information Sharing Setup rnnrnnrnnrnnrnnrnnnnnnnnnnnnnnnnnnnunnnnnnnnnnunnene 30 A 1 Sharing Information in Exchange aennennvnnvnnnnnnnnvnnvnnnnnnnnnnnnenennrnennnunnenener 31 A l la Importing Contact Lists from Exchange s rnrvnnvnnvnnvnnnnnvnnnnnvnnnnsne 31 A 1 1b Importing Contact Lists from Exchange alternative 2 32 A 1 2a Sharing Exchange Calendar Events rnnrnnrnnrnnnnrnnnnnnrnenennrnensner 33 A 1 2b Sharing Exchange Calendar Events alternative c00008 34 A 2 Sharing Calendar in Google ADDS cccccccecseeceeeeeeeeeeeeeeeeeeeeeeeseeseeanaeseeaes 35 APPENDIX B Module Overview iorccci sie ciseaveincnaiaeana new calieeaeteatieneisatinwsttaetnatinewsemacenes 36 APPENDIX C Additional Information sisecseicscccisccceacensdvsiessdediesesiccantedaceiseserecmbeass 37 C 1 Conference Calls ee 37 C 2 Pul
11. 7 2012 A ie Um TB You can open the window again by clicking Connect icon x in the system tray in the bottom right corner of your screen To close the programme right click same icon r and select Close in the pop up menu 5 2 SMS settings This part of the Settings Panel allows you to define and edit the signature that can be automatically attached to all SMS messages sent from your Connect Client Z hA etti Fi g Auto signature Best Regards Ipvision a s NB The length of an SMS message is currently limited to 160 characters where the length of the signature will be included into this number Blinking will stop after you have clicked Connect Client icon Ipvision Connect Client 5 3 Connect Integration settings This part of the Settings allows you to define the search engines and or databases which will be used by Connect Client to search more information about incoming and or outgoing calls connect Integration Settings MW Open when an incoming call is received URL http www google dk DO Open when an incoming call is answered URL http www google dk Open when an outgoing call is answered URL http www google dk Window width 850 O Use an external browser You can select one or multiple events which will trigger the search e when an incoming call is received e after an incoming call is answered e after an outgoing call is answered For each of these optio
12. A Tasks 3 Select Share Contacts eM x 7 i ES FE z 2 Move Mail Forward Share Open Shared Categorize Follow Private Merge Contact Contacts Contacts Up Actions Share Tags 4 Enter the name of your company s Connect Exchange user in the To field and press Send a a Sharing invitation User 01 Contacts Share SZ Share Insert Options Format Text Review A gt z AA Ca Attach File v B I lt EO Attach Item v Paste i L Names Tags ab EE v 2 Signature v v Clipboard G Basic Text Include Zoom To Your Company s Connect Exchange User Subject Sharing invitation User 01 Contacts Send i Request permission to view recipient s Contacts folder VI Allow recipient to view your Contacts folder az User 01 Contacts b Microsoft Exchange Contacts A Note This Contact List will be imported next time your Connect Client synchronizes external Contact Lists IDVISION Connect Client A 1 1b Importing Contact Lists from Exchange alternative There is an alternative way to share your Outlook Contacts with your company s Connect Exchange user 4 My Contacts ga Suggested Contacts 1 Open your Outlook client amp Contacts Open in Mew Window 2 Right click your Contacts under My mii New Folder Contacts in the sidebar to the left H 3 Select Properties Copy Folder Contacts Properties x 3 Gene
13. Attach Attach Signature Zoom c F Format Painter B I U Er gg I UU Book Names File Item Low Importance Clipboard p Basic Text Names Include Tags a Zoom From support ipvision dk 8 To demo user Gipvision dk Send Ce Subject Call received on Reception gt PI Please Call ipvision on 45 8888 7799 Both subject and message of the e mail are preconfigured the template can be edited in Settings Panel of your Connect Client See paragraph 5 4 page 27 IDVISION Connect Client 4 9 Map For imported external contacts Map feature is available Sea Appendix A page 30 Map icon J is shown for those of your contacts whose contact information contains their mailing address External Contacts 1 Ipwision External contact Of 4998887799 4550607799 support pyision dk Map Click this icon amp to open a Google Map showing this address in a new browser window Dig S gning Billeder Maps Play Gmail Dokumenter Kalender Overs t Blogger Mere Google Skodsborgvej 305D 2850 N rum F rutevejledning Mine steder ipvision ipvision a s Skodsborgvej 305D 2850 N rum 88 88 77 77 ipvision dk Rutevejledning S g I n rheden af merev Se alle 4 resultater for ipvision Rapporter et problem Maps Labs Hj lp SKOGSNE Google Maps 62012 Google Vilk r for anvendelse Fortrolighed AGE BB Fa aaa Eh Rapporter et problem F Ipvision
14. Connect Client 4 10 Integrated Web search by contact information Once you have Connect Integration Module enabled an integrated automatic search function can be set up for all your incoming or outgoing calls Each time you make or receive a phone call your Connect Client can search a user defined URL address for more information about the caller or the phone number your are dialing and will display the search result in a side panel or in your browser LB IPVision Connect rc n fa Demo User v 6 799 v S gning Billeder Maps Play Gmail Dokumenter Kalender Overs t Mere Log ind po fl amp 4550607799 v D ipvision Google ipvision 45 8888 7777 Calendar 00 10 00 support ipvision dk av Voicemail amp Softphone Registered Om ipvision www ipvision dk om ipvision Cached Call History h Billeder ipvision er en fuldt kvalificeret tele og internetudbyder ipvision a s Skodsborgvej 305 D 2850 N rum Tlf 45 8888 7777 Fax 45 8888 7778 Mail pli Videoer Mere Systemintegration Ipvision A S My favourites www ipvision dk integration 2 Cached External Contacts Ring 8888 7777 og f en uforpligtende snak med os om vores kunders erfaringer med 305 IPvision Nettet D 2850 N rum Tlf 45 8888 7777 Fax 45 8888 7778 Mail o narr Sider p dansk 4 Administration Sider fra Danmark MPLS netv rk Ipvision A S www ipvision
15. agues current status Click one of your contacts to open the corresponding Contact Panel that is arranged exactly the same way as your own User Panel A Troels Dahl W Chat J7o0 v amp 4550607799 Calendar 00 11 00 12 00 13 00 14 00 I L support ipyision dk Contact Panel displays your contacts User Status Calendar and the current status of his her phones both IP and mobile It also provides you with an opportunity to send SMS or e mail messages directly to the contact and to initiate a chat session with him her If a physical address is imported among other contact information you can view the map over the contact address See paragraph 4 9 page 19 If you have access to Receptionist Module you can change the status of your colleagues and phones assigned to them in exactly the same way as you can change your own status in Connect See paragraphs 3 1 1 3 page 5 7 Connect Client 4 Functionality 4 1 Incoming Calls When one of your phones Is receiving a phone call a Phone Call Panel is opened under the phone number in your User Panel The phone s status changes from green Available to yellow Ringing You can normally use the phone that is ringing to answer the incoming call or press lt Enter gt in case you use a Softphone See page 23 for more information about Softphone Og 304 When the call is answered your phone s status is changed from yellow Ringing t
16. aller in case of Call Transfer you need to park the call on Hold first Click Hold icon O in the active Call Panel or press lt Ctrl gt lt H gt on your keyboard Call status in Connect will change to inactive G 304 Y 1 08 ani useri Now you can dial the person you intend to transfer the call to When this call is answered and the intended Call Transfer Is confirmed the two calls can be joined together by clicking Join icon between the two calls windows or pressing lt Ctrl gt lt B gt on your keyboard See page 28 for more Shortcuts The call on your phone will be hung up 304 Y dud g l useri 4550608443 Users In case the intended Call Transfer does not get approved you need to end the current call by clicking End Call icon amp first Then click Play icon in the parked Call window to return to the conversation with the caller Ipvision Connect Client 4 4 Queues All queues available in your company are displayed within the Group named Queues on your Contact List Click a queue on the list to see this queue s status Queue status contains queue statistics an overview of all agents registered in the queue and the list of current incoming calls waiting in the queue Click New Window icon to open the selected queue In a new separate window UP Queue Support Support Queue Membership Waiting 1 Waiting time 1 08 Agents 4 Incoming calls 69 4
17. ator has set up Information Sharing between your company s Google Apps and Connect you only need to make sure that your own Google Calendar is shared with other Google users in your company 1 Open your Google Calendar 2 Press Settings button in the top right corner Day Week Month 4 Days Agenda More e r 3 Select Settings in the drop down menu 4 Select Calendars Calendar Settings General Calendars Mobile Setup Labs 5 Select Shared Edit settings under Sharing SHARING Shared Edit settings 6 Make sure there is a tick mark in the check box Share this calendar with everyone in the organization and that you have selected the right degree of details for sharing your Calendar Calendar Details Share this Calendar Hotifications Back to calendar Save Cancel Share this calendar with others Learn more Make this calendar public See only free busy hide details Share this calendar with everyone in the organization yourcompany com SEE all event details 7 Save the changes IDVISION Connect Client APPENDIX B Module Overview Module Functionality Page Information Sharing Calendar 8 External Contact Lists 10 Map 21 Information Sharing Setup 30 35 Receptionist Calendar updating from User Panel Extended Calendar Management of colleagues Calendars Management of colleagues Status 11 Voicemail 19 Preconfigured Phone Messages 20 Template f
18. ct s build in functionality to a greater extent Incoming calls have to be answered by pressing lt Enter gt on the keyboard See page 28 for more Shortcuts and On screen Keypad must be used for communication with IVR systems See paragraph 4 2 4 page 15 4 11 1 Hardware requirements e Headset with a microphone either wireless or traditional Note The right headset must be selected in Softphone Volume Control Panel which can be accessed by clicking Softphone Volume Control icon in the bottom right corner of your Connect Client Audio settings E em mera i AEC kag Speaker AGC Select the right headset and save the changes by pressing OK button Sound quality depends on multiple factors including computer sound card headset and corresponding software as well as Softphone Both sound card and headset drivers as well as Java should be updated to the latest versions distributed by the manufacturer so that to provide optimal possible quality of sound All drivers have to correspond both to the hardware and the operating system used IDVISION Connect Client 5 Connect Client Settings The settings of your Connect Client can be changed in built in Settings Panel To open the panel click Settings icon in the bottom right corner of Connect Client window Connect Client Settings umt SET gJs Username Domain Password O Auto login O Minimize to tray icon requires restart Time before r
19. dk mpls Cached panan ipvision tilbyder unikke MPLS netv rksl sninger til offentlige og private virksomheder Flere v rkt jer 5 asp Queues Ring p telefon 8888 7777 og f en snak med os om vores kunders erfaringer ipvision a s Marketing Skodsborgvej 305 D 2550 N rum Tlf 45 8888 7777 JEG Overvejer du en ren mobill sning Ipvision A S n www ipvision dk ren mobil Cached Troels Dahl Ring 8888 7777 og f en snak om sikkerhed konomi og telefonikultur i forbindelse 305 D Lars Krogsgaard 2850 N rum Tlf 45 8888 7777 Fax 45 8888 7778 Mail Morten Brendstrup v Driftsinformation Ipvision A S www ipvision dk driftsinformation Cached JW chat ipvision UC Microsoft UC Hosted Infrastruktur Integration Sikker drift ipvision a s GJ799 v Skodsborgvej 305 D 2850 N rum Tlf 45 8888 7777 Fax 45 You can set up this function to use Yellow Pages online search engines like Google Bing or alternatively your company s internal customer database See page 26 for more information about Connect Integration Settings IDVISION Connect Client 4 11 Softphone Softphone is a supplementary product which can be installed on your computer and act as a replacement for a traditional phone This product has the same functionality as Connect with an exception of a few peculiarities For there is no physical phone available User has to rely on Conne
20. econnect attempt Time in seconds 50 balle Frerereti Expand to the left ming Call Preferences Focus when an incoming call is received Blink when an incoming call is received O Focus when incoming call is answered Blink when incoming call is answered O Minimize on hang up Auto signature Receptionist Settings E mail subject Call received in receptic Auto e mail text Please call NAME on NUMBER Here you can for example change your Login settings define if you want side panels to be opened to the right or to the left of the main window determine Connect Client s behavior when an incoming call is received answered or hung up IDVISION Connect Client 5 1 Incoming Call End Call behavior Focus when an incoming call is received Connect Client s window will pop up above other open windows on your desktop when Connect Client receives a new incoming call Blink when a new incoming call is received Connect Client s window will blink when Connect Client receives a new incoming call Focus when an incoming call is answered Connect Client s window will pop up above other open windows on your desktop when you answer a call coming to your phone Blink when an incoming call is answered Connect Client s window will blink when the incoming call is answered Minimize on hang up Connect Client s window will be minimized to system tray after an active call is ended 6 20 PM 9 2
21. ect Client is the Login Panel Enter your ipvision username into the Username field Enter vour company name ipvisible dk into the Domain field Enter your password into the Password field KE ipvision Connect Client Connect Client IPVISION Username your ipvision username Domain your company name ipvisible dk Password eccccccceces Remember me Remember my password Auto login You can set tick mark w into check boxes Remember me and Remember my password so that the programme did not prompt you to enter your credentials each time you launch the client Please consider possible security implications or consult your internal IT department about their security guidelines when you choose to store your credentials on your computer this way 2 1 Updates Each time you start your Connect Client the programme will check for available updates After all updates have been installed you will be asked to restart your Connect Client After the restart Login Panel will be displayed again see above IpvIsIOn 3 Connect Client 3 Overview 2 ipvision Connect Client CO Demo User T GJ 799 O amp 8 4550607799 w Calendar og 1000 User panel Phones Call Calendar support ipvision dk ao Voicemail ki Softphone Registered My favourites External Contacts Operations Sales Administration Not Grouped T sr Queues Marketing Supp
22. for example possible to create a whole day long event in MS Outlook Calendar without changing User Status from Available as by default to Busy In this case Connect Client will display both the event and its description but Calendar Status will still be displayed as Available exactly as it is in the original external calendar You need to change your status in the original external calendar so that to change the way your Calendar Status is displayed in Connect Client Calendar 0 00 11 00 1200 1300 1400 supportGipvision Whole day event kd ao Voicemail 00 00 00 00 g NB You need to have Information Sharing activated so that your own and your colleagues Calendars were displayed by your Connect Client See Appendix A page 30 Ipvision 8 Connect Client Extended Calendar If you have access to Receptionist Module Calendar icon will be displayed to the right of your own and your colleagues Calendars Click the icon to open an extended Calendar in the side panel vb ipvision Connect Client Demo User ID Calendar Demo User v par 6 799 v A sy 10 12 04 4550607799 v m Calendar O 00 10 00 support ipvision dk av Voicemail amp Softphone Registered Call History z pol My favourites External Contacts IPvision Aarhus Administration Not Grouped Queues Marketing Add Event Subject Start time 10 12 2013 12 00 00
23. ively you can remove both or either of them if they are not required 5 5 Softphone Settings Once your local administrator has registered a Softphone for you you need to set up the Softphone in your Connect Client Connect Sottphone Settings Username softphone username Password password Please contact your local administrator to receive the credentials for your Softphone and enter them into the corresponding fields in Softphone Settings IDVISION Connect Client 6 Shortcuts Answer the incoming call Softphone only Enter End current call Ctrl Put the call on Hold Ctrl Ctrl Dial the number currently shown in the Search field r A Join the two calls together This shortcut is used in case of Assisted Transfer Ctrl Transfer the call to the number currently shown in the Ctrl Search field Move the cursor to the Search field Ctrl in case there are multiple phone calls active at the same time the shortcut will influence the first of them one shown on the top of the list IDVISION Connect Client 7 Help If you have questions or need help with Connect Client you are always welcome to contact ipvision Support Call 45 8888 7799 within our working hours Mon to Thu 08 00 16 00 GMT 1 Fri 08 00 15 30 GMT 1 We provide 24 hour service In case of major errors Or send an e mail to support Gipvision d
24. k We are doing our best to answer all e mails within 8 working hours Connect Academy You can find more information tips and tricks or watch a short video tutorial on Connect Academy home page http www ipvision dk connect academy IDVISION Connect Client APPENDIX A Information Sharing Setup In order to see the full list of your external contacts and extended Calendar in your Connect Client you need to have information sharing between you company s office platform and Connect enabled It is currently possible to set up sharing of information between Connect on one side and MS Exchange Google Apps Groupwise and Lotus Notes on the other Note It is only possible to share information between Connect and only one platform per company at a time IDVISION Connect Client A 1 Sharing Information in Exchange If your Company is using MS Exchange you need to enable information sharing with your company s Connect Exchange user created by your local administrator Please contact your local IT department to receive information about Connect Exchange user A 1 1a Importing Contact Lists from Exchange To import an existing list of external contacts from MS Outlook into your Connect Client you need to share your Contact List with your company s Connect Exchange user To set up Contact List sharing in Outlook Mail 1 Open your Outlook client Fa Calendar S Contacts 2 Select Contacts
25. ling a call from a colleague s phone annarnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennen 37 Ipvision Connect Client 1 Installation Guide Connect Client is currently available for MS Windows and MAC OS X Both Windows and MAC versions are available for download on our site www ipvision dk uploads connect 1 1 Connect Client installation for Windows 1 1 1 Hardware requirements e Min 1 8 GHz 2 core CPU in case of installation on a local computer e Min 2 8 GHz 4 core CPU in case of installation on a remote desktop e From 2 GB RAM in case of installation on a local computer e From 100 MB free space on hard drive per user e Min 100 Kb s network connection Note While being a relatively small application itself Connect Client can consume a relatively large share of computer resources depending on the size of information flow processed by the client Resource consumption especially during login depends on the number of Connect users and general complexity of phone system s setup in the company 1 1 2 Software requirements e Windows 7 SP1 Windows 8 Windows Server 2008 R2 SP1 on remote desktop e Java latest available version Softphone only If you do not have Java already installed on your computer you can download and install the right version from www java com getjava Deficit of one or more of the above mentioned resources can have a negative impact on performance xx Connect Client can run
26. nnnnnnunnene 6 3 1 3 Gall Redirect and Do not Disturb Status rrnnvnnrnnnnrnnnnnnnnnnnnnnnrnr 7 L N eai ika aa ABA Kr SEERE ES ERB a NA aa GR Ba Ba E ANG anakan ERE RB 8 2 GUN 10 Pa DOO EE NE EE EE 10 NNN 10 3 4 1 Rearranging Groups and Contacts r rrnnrnnrnnrnnrnnrnnrnnrnnrnernnnenern 11 3 4 2 Contact Panel EEE LEE LENE 11 2 UN 12 i IE COINS ija an aaa ajang Ga ana a SIA Bi aaa eee Sapa Na aa aa Bada ar GA a NE aaa Ba AA 12 4 2 Outgoing Calls ee 13 4 2 1 An Outgoing Call to a number on the Contact List 13 4 2 2 An Outgoing Call from Search field rarnnrnarnnnernvnnnnvnnnnnennnnene 14 4 2 3 An Outgoing Call from Call History list rnnrnnrnnrnnrnnrnnrnnrnevnnnenn 14 4 2 4 On Screen Keypad n nrnnrnnnnnrnnnnnrnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnennnunnennnune 15 EE SEE EE 16 AB NTT asa anaa a nean a cee aaa aja aa e ajab a aa AA IKA 16 4 3 2 Assisted Call Transfer arvnnnnnnnnvnnnnnnnnrnnnnnnnennnnnnenennnnenennnunnnne 16 ER GE EE EE a E a ana a a aaa 17 AS SN SEE EET stoma e 2 enecnne tee eeanateaeennainencestneuouaeaemerace sane aneetetsen 18 4 5 1 Sending an SMS to a phone on the Contact List 0 18 AG ee a f EE EE ee eee eee nae ere 19 EGG EE EEE ER 19 EE EEE 20 4 8 1 Preconfigured Phone Messages rnarnnrnnrnnrnnnnnnnnennnnnnnnnnunnnne 20 EEE gt EEE EE ER ENE EE Ba aa aa 21 4 10 Integrated Web search by contact information rrarnnrnnnnnnnnnnnnnnnnenunnnne 2
27. ns you can enter a search template containing search engine s URI address its search parameters and the variables you want to be used in your search Note Different search engines require different template syntax e g http www google dk q IN NAME IN NUMBER http www bing com search g IN NAME IN NUMBER http dk search yahoo com search p IN NAME IN NUMBER http www degulesider dk search IN NAME IN NUMBER http www eniro dk query search_word IN NAME IN NUMBER In case the search is required to be conducted in your company s customer database you need to contact your local administrator for information about the syntax of the search template Search templates can currently include the following Variables IN NUMBER Phone number the incoming call is received from IN NAME Name of the person on the Contact List the incoming call is received from OUT NUMBER Phone number the outgoing call is directed to MY NAME Your own name IDVISION Connect Client 5 4 Template for Preconfigured Phone Messages Receptionist Settings allow you to edit the template for preconfigured phone messages sent as e mails Receptionist Settings E mail subject Call received in receptic Auto e mail text Please call NAME on NUMBER You can change both the topic and the text of this e mail but remember to keep the syntax of both variables NAME and NUMBER or alternat
28. one of your contacts This is a free text search where you can enter either name or phone number or alternatively parts of those enter a name or a number You can dial the number currently displayed in the Search field by pressing lt Ctrl gt lt C gt Press lt Esc gt to clear the current search results See page 28 for more Shortcuts 3 4 Contact List Your Contact List is displayed below the Search Panel All your contacts are organized in Groups based on the department organization of your company Click Open in a new window icon to open corresponding Group in a separate window Once Information Sharing with your company s office platform is activated See Appendix A page 30 your Contact Lists from MS Exchange or Google Apps will be imported and displayed by Connect Client as a separate Group IDVISION Connect Client 3 4 1 Rearranging Groups and Contacts It is possible to rearrange the displayed order of the groups using Connect s drag amp drop feature Press and hold the left mouse button on the group you want to move up or down the list then drag the group to the desired position Same way you can re arrange your contacts displayed order within a group or alternatively move a contact from one group to another Note All changes made this way are purely visual and will not affect telephony settings of your company 3 4 2 Contact Panel IDVISION Contact List provides an overview of your colle
29. or preconfigured Phone Messages 27 Connect Integration Integrated Web search by contact information 22 Connect Integration Settings 26 Softphone Softphone 23 Softphone Settings 27 IDVISION Connect Client APPENDIX C Additional Information C 1 Conference Calls It is possible to conduct a phone meeting regardless of how far from each other the participants are To open a new Conference Call dial 45 50 60 50 60 and create an 8 digit password followed by the pound key Other participants can join the Conference Call by dialing same number and entering the same 8 digit password followed by the pound key that the conference leader has chosen It costs a standard local phone rate to participate in a conference call C 2 Pulling a call from a colleague s phone If your colleague s phone Is ringing and it is assigned to the same Group as yours you can pull the phone call to your own phone and answer it yourself Dial 8888 from either your phone or Connect Client in order to be connected to this phone call Note If there are several calls simultaneously ringing on the phones assigned to the Same Group you will pull the first the longest ringing one NB Only your local administrator who has access to group administration in Connect Visible can assign new members and remove the existing ones from Caller and Pickup Groups IDVISION
30. ored Busy You can end the current call by simply hanging up the receiver by clicking End Call icon amp in the Active Call Panel or alternatively by pressing lt Ctrl gt lt X gt on your keyboard See page 28 for more Shortcuts Ipvision Connect Client 4 2 Outgoing Calls There are several possible ways to make a phone call using Connect Client To initiate a phone call click Phone Receiver icon displayed to the right of your phone or one of them A text field for entering the phone number you want to be dialed will pop up below your phone number 866 Y Enter or paste the phone number you want to call and press Dial button This will cause Connect Client first to dial your own phone and then after you have picked it up to establish connection with the number entered into the text field 4 2 1 An Outgoing Call to a number on the Contact List A Phone receiver icon is displayed to the right of every external and every active internal number belonging to your contacts You can initiate an outgoing call by clicking this icon 6 If you have several active phones assigned to you clicking Phone Receiver icon by one of your contacts phone number will open a drop down menu where you can select the one of your phones which you want the call to be initiated from Rasmus Spedtsberg Y W chat J799 v B 4550607799 calendar 00 16 00 47 00 18 00 19 00 I Il
31. ort Morten Larsen fl Troels Dahl Lars Krogsgaard Morten Brendstrup T 3 chat J799 vw B 4550607799 Calendar Og 10 00 Contact List supporteipyision dk Ziad Daniel Rasmus Spedtsberg Contact panel IDVISION SMS Voicemail Call pol Call History Search Field Favorite List External Contacts Queues Groups Connect Client 3 1 User Panel User Panel displayed on the top of your Connect Client contains an overview of your User Status your Calendar status of both your IP and mobile phones as well as It gives you access to your Voicemail and SMS service 3 1 1 User Status Offline not logged into Connect Available Away eE dd 6 amp Busy Do not Disturb To change your status click the black arrow below your name User Status window will pop up Select the status you wish to be displayed in Connect and press Save button to save the changes Available Busy b D Away user defined message Remove Do not Disturb status from the phones Add to Calendar Save The text field in the User Status window allows you to add a custom comment to your status which will be displayed to other Connect users Using the check box in the bottom of the User Status window you can remove DND status from all your phones Once you have access to Receptionist Module one more check bo
32. own in the top of your Chat window Your contact is logged in and available for chat P Your contact is logged out and is no longer available NB We recommend you should use e mail or phone messages to guarantee the reliability of communication to the full extent as chat messages are only visible for a limited period of time and will not be saved after your Chat session has been closed IDVISION Connect Client 4 8 E mail E mail icon amp is shown on the Contact Panel of each of your internal and imported external See Appendix page 30 contacts Click this icon amp to launch your default Mail client and open an e mail window with automatically filled in To field 4 8 1 Preconfigured Phone Messages Once Receptionist Module is enabled you can send automatically created e mails containing phone messages to your colleagues Each time you are answering a phone call an Auto e mail icon is displayed to the right of the usual E mail icon in Contact Panels on your Contact List Click the icon 4 to launch your default Mail client and open an e mail window with automatically filled e mail address subject and the message itself ad 9 J ls Call received on Reception Message HTML ca 2 s amp s Message Insert Options Format Text Review A D kan an ah a ee 2 2 i gt Follow Up f l Calibri Be 7 11 AA e 3 aa aia ee I pY J v P 4 33 High Importance Paste aw r 5 s Address Check
33. phone you have selected for making this call and then after you have picked it up it will call the requested number and establish the connection IDVISION Connect Client 4 2 4 On Screen Keypad Connect allows User to open an On Screen Keypad to enter numbers and interact with Interactive Voice Response IVR Systems in case of calls to larger companies and organizations e g banks call centers telecommunications companies governmental organizations 304 901 useri When an IVR system requests a number entered click On Screen Keypad icon E to open a panel containing the same set of keys as a physical phone usually does IDVISION Connect Client 4 3 Gil Transfer 4 3 1 Blind Call Transfer When there is an active call on one of your phones Call Transfer icon amp is displayed to the right of each of the phone numbers both on your Contact List and in your own User Panel on the top of your Connect Client Click Call Transfer icon amp inside the Call Panel to open a text box where you can enter a phone number you intend to transfer the call to To transfer the call to a number from your Contact List click Call Transfer icon by one of the numbers belonging to a contact To transfer the call to the number currently shown in the Search field press lt Ctrl gt lt T gt See page 28 for more Shortcuts 4 3 2 Assisted Call Transfer To have an option to present the c
34. ral Home Page de Move Up Outlook Address Book Permissions Synchronization Name Permission Level None Anonymous Add Remove Properties Permissions 4 Contacts Properties window will Permission Level None Read Write pop Op None Create items i Full Details Create subfolders 5 Select Perm ISSIONS Edit own Jedi al 6 Select the intended permission Delete items Other level i None Folder owner C Own Folder contact Dal Fl Folder visible 7 Press Add button 8 Add users window will pop up Add Users Search Name only 0 More columns Address Book 0 Global Address List user1 Advanced Find Title Business Phone Location connect user Share with me 2 User 01 2 User 02 2 User 03 2 User 04 2 User 05 9 Select your company s Connect Exchange user from the list 10 Press Add then OK to add the user 11 Save the changes in Contacts Properties by pressing first Apply and then OK buttons IDVISION Connect Client A 1 2a Sharing Exchange Calendar Events By default all internal users can see your Calendar status Available Busy If you want them to see more detailed description of your Calendar events you will need to share your Calendar with your company s Connect Exchange user To set up sharing your Calendar in Outlook 1 Open your Outlook client Calendar
35. x in the bottom part of the same window will allow you to update your Calendar with a new event based on the change of your User Status in Connect Client Ipvision 5 Connect Client 3 1 2 Phones and Phone Status Phone Type A IP phone Mobile phone Phone Status P The phone is not connected IP phones only The phone is available D The phone is ringing E Call Redirect is enabled All incoming phone calls are being redirected to another phone D DND external is enabled All incoming calls from external numbers are being redirected DND all is enabled All incoming calls are being redirected The phone is busy Ipvision 6 Connect Client 3 1 3 Call Redirect and Do not Disturb status To the right of the phone number where the calls are required to be redirected to there is a black arrow Clicking this arrow will open a drop down menu with Phone Status options available for selection Available DND all O DND external Redirect to number number Select Redirect to number and enter the number you want the incoming calls to be redirected to into the text field The two other options in same drop down menu allow User to select if he wants to activate Do not Disturb DND status When DND all status is active all calls will be redirected depending on your company s Dialplan settings When DND external status is active all external calls will be
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