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1 How to Get Started with Cisco IP SoftPhone
2 How to Install Cisco IP SoftPhone
3 How to Use Cisco IP SoftPhone
4 How to Collaborate with a Virtual Conference Room
This guide is a quick reference for you to get started with Cisco IP SoftPhone. For detailed information about how to install and use your Cisco IP SoftPhone, refer to the Cisco IP SoftPhone User Guide. To view the user guide online, go to Start > Programs > Cisco IP SoftPhone > User Manual. This information is also available through the online help. To access the online help, click the HELP icon in the Cisco IP SoftPhone main dialing window, or click the Help button in any dialog box.
The following sections provide sources for obtaining documentation from Cisco Systems.
You can access the most current Cisco documentation on the World Wide Web at the following sites:
Cisco documentation and additional literature are available in a CD-ROM package, which ships with your product. The Documentation CD-ROM is updated monthly and may be more current than printed documentation. The CD-ROM package is available as a single unit or as an annual subscription.
Cisco documentation is available in the following ways:
http://www.cisco.com/cgi-bin/order/order_root.pl
http://www.cisco.com/go/subscription
Nonregistered Cisco.com users can order documentation through a local account representative by calling Cisco corporate headquarters (California, USA) at 408 526-7208 or, in North America, by calling 800 553-NETS(6387).
Depending on how your system administrator has set up Cisco IP SoftPhone on your network, you can install the Cisco IP SoftPhone using one of the following procedures:
Use this procedure to install Cisco IP SoftPhone from an intranet web page.
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Note You can use this procedure only if your Cisco IP SoftPhone administrator has created a "one-click install" on your web server. |
Step 2 Choose the language in which you want to view Cisco IP SoftPhone.
Step 3 If you are use Netscape Communicator, click Grant in the Java Security window.
Step 4 Click the Install Now button.
Step 5 Read the software authenticity verification and click Next to begin the installation.
Step 6 For a first-time installation of Cisco IP SoftPhone:
a. Click Next in the Welcome screen to begin the installation.
b. Read the software license agreement and then click Yes to accept the terms of the agreement.
c. Choose a destination where you want to install Cisco IP SoftPhone and then click Next.
For upgrades to a newer version of Cisco IP SoftPhone, choose Upgrade to a Newer Version and click Next in the Welcome screen.
Step 7 In the Local TSP Configuration screen, enter your username and password and then click Next.
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Note The username and password you configure for Cisco IP SoftPhone must be exactly the same as your username and password on the Cisco CallManager. |
Step 8 For a first-time installation of Cisco IP SoftPhone, select a Program Folder where you want the Installer to add icons.
By default, the Installer adds icons to a folder called Cisco IP SoftPhone.
Step 9 Click Next and follow the instructions on the screen.
Step 10 In the Install Wizard Complete dialog window, choose whether you want to restart your computer now or later, and click Finish to complete the installation.
You must restart your computer before you can use Cisco IP SoftPhone.
Use this procedure to install Cisco IP SoftPhone from a self-extracting executable. This installation procedure allows you to download Cisco IP SoftPhone to your local drive and install the program at a later time.
You can download this browser from the Microsoft web site at http://www.microsoft.com/windows/ie/
Step 2 Click the language in which you wish to install Cisco IP SoftPhone.
Step 3 If you are using Netscape Communicator, click Grant in the Java Security window.
Step 4 Click download the Cisco IP SoftPhone installation.
The Cisco IP SoftPhone download instructions window appears with the URL where the Cisco IP SoftPhone customization files reside.
Step 5 Make a note of the URL which you must provide in step 13.
Step 6 Click Cisco IP SoftPhone to download the self-extracting executable.
Step 7 In the File download window, choose either to Run this program from its current location or Save this program to disk and then click OK.
If you select Run this program from its current location, skip to Step 10.
Step 8 Choose a destination where you want to download the installation files and click Save.
Step 9 In the Download complete window, choose one of the following procedures:
Step 10 Choose the language in which you would like the installation screens to appear and click OK.
Step 11 Choose the destination where you want to download the installation files and click Save.
Step 12 For first-time installation of Cisco IP SoftPhone:
a. Click Next in the Welcome screen to begin the installation.
b. Read the software license agreement and then click Yes to accept the terms of the agreement.
c. Choose a destination to which you want to install Cisco IP SoftPhone and then click Next.
For upgrades to a new version of Cisco IP SoftPhone, choose Upgrade to a Newer Version and click Next in the Welcome screen.
Step 13 In the Setup window, specify the URL where the customization files reside.
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Caution If you do not specify the correct URL, you will not receive customization files such as Microsoft NetMeeting 3.01, Cisco TSP and Cisco IP SoftPhone settings. You need these files to run Cisco IP SoftPhone. |
Step 14 In the Local TSP Configuration screen, enter your username and password.
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Note The username and password you configure for Cisco IP SoftPhone must be exactly the same as your username and password on the Cisco CallManager. |
Step 15 Click Next
Step 16 For a first-time installation of Cisco IP SoftPhone, select a Program Folder where you want the Installer to add icons.
By default, the Installer adds icons to a folder called Cisco IP SoftPhone.
Step 17 Follow the instructions on the screen.
Step 18 In the Install Wizard Complete dialog window, choose whether you want to restart your computer now or later, and click Finish to complete the installation.
You must restart your computer before you can use Cisco IP SoftPhone.
Use this procedure to install Cisco IP SoftPhone from a CD-ROM.
You can download this browser from the Microsoft web site at http://www.microsoft.com/windows/ie/
Step 2 In the Demonstration Language window, select the language in which you want to view the installation windows and click OK.
Step 3 Click Install Products.
Step 4 Click the Cisco IP SoftPhone button.
Step 5 Choose the language in which you want to install Cisco IP SoftPhone from the drop-down menu and click OK.
The InstallShield wizard launches and prepares for the installation.
Step 6 Click Next in the welcome screen to begin the installation.
Step 7 Read the software license agreement and then click Yes to accept the terms of the agreement.
Step 8 Choose a destination where you want to install Cisco IP SoftPhone and then click Next.
By default, the installation program installs Cisco IP SoftPhone in the following directory:
C:\...\Cisco Systems\Cisco IP SoftPhone
Step 9 If you use customization files:
If you do not use customization files:
Step 10 If the Cisco Emergency Responder (CER) service is configured on the Cisco CallManager, you are asked if you wish to configure the SoftPhone for Cisco Emergency Responder:
If the CER service is not configured on the Cisco CallManager:
Step 11 In the SoftPhone Setup screen, choose the Cisco CallManager version you use and click Next.
Step 12 Use one of the following procedures to configure the Local TSP:
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Note The username and password you configure for Cisco IP SoftPhone must be exactly the same as your username and password on the Cisco CallManager. |
b. If you do not use customization files, enter the primary and backup CTI Manager IP addresses for the Cisco CallManager.
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Note The username and password you configure for Cisco IP SoftPhone must be exactly the same as the username and password assigned to you on the Cisco CallManager. |
Step 13 Click Next.
Step 14 Select a Program folder to which you want the Installer to add icons.
By default, the Installer adds icons to a folder called Cisco IP SoftPhone.
Step 15 Follow the instructions on the screen.
Step 16 In the Install Wizard Complete dialog window, choose whether you want to restart your computer now or later, and click Finish to complete the installation.
You must restart your computer before you can use Cisco IP SoftPhone.
Cisco IP SoftPhone turns your computer into a full-feature IP telephone. Cisco IP SoftPhone performs all the functions of a traditional telephone with the added advantages of call tracking, desktop collaboration, and one-click dialing from online directories. You can also use Cisco IP SoftPhone in tandem with a Cisco IP Phone to place, receive and control calls from your desktop PC. Both devices reflect the same current call state.
Figure 1 shows the key components of the main dialing window.
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Caution If you are using VPN software, be sure to launch it and verify that it is working before you start Cisco IP SoftPhone. |
The first time you start Cisco IP SoftPhone, the Microsoft NetMeeting configuration program display followed by the Cisco IP SoftPhone Line Selection window. On subsequent sessions, the main dialing window opens.
Step 2 In the NetMeeting configuration window, follow the instructions on the screen to tune audio parameters and to specify user information for your system.
You do not see this window if you have previously configured Microsoft NetMeeting.
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Caution You must configure settings for NetMeeting for the collaboration features of Cisco IP SoftPhone to work. |
Step 3 In the line selection window, click on the line(s) you want to control and click OK.
If no lines display in the line selection window, see the troubleshooting procedures in the online help and the Cisco IP SoftPhone User Guide.
To exit Cisco IP SoftPhone, use one of the following procedures:
The first time you launch Cisco IP SoftPhone, a dialog box appears for you to select the lines your system administrator has assigned to you on the Cisco CallManager. Or, you can use this procedure to select the lines.
Step 2 Click the Advanced tab.
Step 3 Click Select Lines... on the Advanced tab.
This opens the SoftPhone Line Selection window.
Step 4 Select the line(s) you want to control and click OK.
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Note If no lines display in the line selection window, see the troubleshooting procedures in the online help and the Cisco IP SoftPhone User Guide. |
Step 5 Click OK to close the Settings dialog window.
When the lines connect, the main dialing window appears.
If you have multiple lines configured for you on the Cisco CallManager, you may see two types of entries in the line selection window:
To use Cisco IP SoftPhone as a stand-alone phone, select the entry that contains the device name assigned to your Cisco IP Phone or Cisco IP SoftPhone.
To use Cisco IP SoftPhone in tandem with your Cisco IP Phone, select the entry that contains the MAC address for your Cisco IP Phone.
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Note Cisco IP SoftPhone can also be used to control phones on supported analog lines. If you are using an analog line, your line displays like the MAC address. |
Step 2 Dial the number you want to call in one of the following ways:
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Note To use this feature, you must have a directory entry for the recipient that includes an e-mail address and phone number or you must have a Cisco CallManager (LDAP) directory configured. |
When the call connects, the context-sensitive button bar displays buttons that enable you to perform additional call functions.
To disconnect a call, click the End Call button, or press ESC on your computer keyboard.
To use Cisco IP SoftPhone with a Cisco IP Phone, you can also put the phone on-hook to end a call.
Click the Answer button to answer an incoming call.
Additionally, if you use Cisco IP SoftPhone with a Cisco IP Phone, you can answer an incoming call simply by picking up the handset or by using any answering method supported by the physical phone.
To place an active call on hold, click the Hold button in the context-sensitive button bar or the Hold button on the Cisco IP Phone.
While the call is on hold, caller information, and the time on hold are displayed in the call block.
To retrieve a call on hold, press the Resume button in the context-sensitive button bar, or the Resume key on the Cisco IP Phone.
Call transfer allows you to send an existing call to another internal or external extension. With Cisco IP SoftPhone, you can perform a consult transfer or a direct transfer.
In a consult transfer, also called an attended transfer, you place a consultation call to the intended recipient before you transfer the call.
Step 2 In the dialing box, enter the new destination.
Step 3 Press Consult and announce the call to the new destination.
Step 4 Press Send Call.
When the transfer is complete, both the original and the consultation call are removed from your screen.
In a direct transfer (also called an unattended transfer), you immediately transfer the original call to the destination without a consultation call.
Step 2 In the transfer destination box, enter the new destination.
Step 3 Press Enter on the keyboard or click Send Call to complete the transfer.
You may add participants to an audio conference call at any time, even while a collaboration session is in progress. The new participant join both the audio and data portions of the conference. The most current data from the collaboration session displays on the new participant's PC. Up to six can participate in any given conference.
Step 2 Once you have established a connection, click the Conference button in the context-sensitive button bar.
Step 3 In the destination box, enter the second conference call destination.
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TimeSaver You can drag conference call destinations from your personal and public dialing directories into the destination box. |
Step 4 Click Invite or press Enter.
Step 5 Click Join to set up a three-way conference between yourself, the first destination, and the second destination.
Step 6 Repeat steps 2 through 5 to add additional participants to the conference. A maximum of six can participate in an audio conference.
To leave an audio conference, click the End Call button in the context-sensitive button bar.
Before you can access your voice mail with Cisco IP SoftPhone, you must configure the number for your voice mailbox.
Step 2 Enter the number for your voice mailbox in the Voice mail Destination box.
Your system administrator assigns this number.
Step 3 Click OK.
When you have a voice mail message, the messages icon in the icon bar turns red until you check your messages as follows:
Step 2 Select the line for which you want to check voice mail.
Cisco IP SoftPhone automatically dials your voice mailbox.
Step 3 Follow the voice prompts to access your voice mail.
Use this procedure to automatically forward all calls to voice mail.
Step 2 Enable the checkbox next to "Forward All Incoming Calls to Voicemail."
Step 3 Click OK.
Step 2 Uncheck the "Forward All Incoming Calls to Voicemail" option on the Call Control tab.
Step 3 Click OK.
Use Call Log to perform the following tasks:
Cisco IP SoftPhone integrates with the directory service on the Cisco CallManager. Additionally, the Cisco IP SoftPhone provides a personal directory for you to store directory entries that are not available in the corporate or public directories. It also integrates with other private directories like those implemented by various email clients.
Step 2 Select the desired directory from the drop-down list box.
Step 3 Enter the name of the person you want to call in one of the following ways:
A maximum of 500 entries are displayed.
Step 4 Click Dial.
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TimeSaver To narrow the list of names displayed in the directory, type the first few characters of the person's name in the find box and then click Find. |
Step 2 Click the Add button to open the Add/Edit Directory Entry dialog window.
Step 3 Type the address information in the entry boxes.
Step 4 When you are finished, click OK.
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Note You cannot delete names from a public directory. |
Step 2 Select the Personal directory name from the drop-down list box.
Step 3 Select the entry you want to delete.
Step 4 Click Remove Entry.
Step 5 A confirmation message asks if you want to delete the entry.
Step 6 Click Yes to remove the entry from the Directories dialog window or click No to retain the entry.
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Note You cannot edit names in a public directory. |
Step 2 Select the Personal directory name from the drop-down list box.
Step 3 Double-click on the directory entry you want to edit, or select it with your mouse and then click Edit.
This opens the Add/Edit Directory Entry dialog window.
Step 4 Make the desired changes to the address information.
Step 5 Click OK to enable your changes.
Cisco IP SoftPhone includes a desktop collaboration utility called Virtual Conference Room. You can use Virtual Conference Room to create online meetings where all parties can hear each other and any party can share a document, application, or whiteboard with other participants. Only one computer must have the program, and any participant can be given control of the document. Additionally, you can integrate with Microsoft NetMeeting for video and other modes of collaboration.
Before you begin a collaboration session, check the following settings:
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Note If you are using a public directory, make sure that the Net IP Audio Setting is configured for Automatic and that the Cisco CallManager directory is correctly configured. |
NetMeeting version 3.01 gets installed as part of the Cisco IP SoftPhone installation. You typically tune your audio settings and configure user settings for NetMeeting the first time you run Cisco IP SoftPhone.
When all collaboration settings are correct, the icon next to each participants name is highlighted in green in the roster window.
Step 2 Click the Applications List button on the roster.
A list of the applications that are currently active on your computer is displayed.
Step 3 Click Browse and choose the file you want to share, or open your Microsoft Windows Explorer and drag the file icon into the list of applications in the roster window.
Cisco IP SoftPhone opens the file and associated application on your desktop and adds it to the list of active applications in the roster window.
Step 4 Select the file from the list of applications in the roster window and click Share.
The file is displayed in a new window on each participant's computer screen, whether they have installed the associated application or not.
Initially, you have control of the file. However, you can allow transfer of control at anytime.
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TimeSaver You can also share an application or document by dragging it from the Windows Explorer onto the Applications button in the roster window. |
While in a document or application sharing session, only one person can control a shared program at a time. Initially, the person who started the application or document sharing session has control. However, you can request control simply by double-clicking in the document sharing application window, or choosing Control > Request Control in the roster window. Cisco IP SoftPhone sends a message to the person in control, asking them to accept or reject your request. If the person does not respond to your request within 10 seconds, the request fails.
A document sharing session can only be ended by the person who initiated the session. To end a document sharing session, select the document in the roster window and click Unshare, or simply close the document or application. The document window for the shared file is removed from each participant's screen.
Step 2 In the roster window, verify that each participant's name is highlighted in green.
If a participant's name is not highlighted in green on the roster, use the collaboration checklist to verify that you met all collaboration conditions.
Step 3 Click the whiteboard icon in the roster.
Step 4 Use the whiteboard tools to illustrate your ideas in the whiteboard window. Each meeting participant will see your work without having access to your desktop.
For details on how to use the whiteboard tools, click the help button in the whiteboard window to access online help.
To end a whiteboard session, close the whiteboard window after (optionally) you save its contents. When you close the whiteboard, it remains open on each participant's computer screen. This allows participants to save its contents on their local drive and then close the whiteboard window when they are done.
If you leave a whiteboard session but remain in the call, you can re-join the whiteboard session at any time. Simply click the whiteboard button.
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Note If you initiate a whiteboard session and exit Cisco IP SoftPhone while other participants remain in the whiteboard session, the whiteboard session automatically terminates on each participants' PC. |
Step 2 Click the Chat button to open the Chat window.
In the Message block, type the message you want to send, then do one of the following:
Step 3 Click the Send Message button or press Enter on your keyboard to send the chat message.
To use the video collaboration features of NetMeeting, you must disable Virtual Conference Room and enable NetMeeting as follows.
Step 2 Click the Advanced tab.
Step 3 Change the collaboration setting to NetMeeting.
Step 4 Click OK.
Step 5 Restart Cisco IP SoftPhone for this setting to take effect.
When you restart Cisco IP SoftPhone, Cisco IP SoftPhone uses the NetMeeting user interface to place calls. To start NetMeeting, open the roster and click the Launch NetMeeting Call button.
See the Microsoft NetMeeting online help for details on how to do use the video collaboration features of NetMeeting.
Posted: Fri May 2 11:11:08 PDT 2003
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