OpenTouch® Conversation for Android Smartphone : User Manual

OpenTouch® Conversation for
Android Smartphone
User Manual
OmniPCX Office Rich Communication Edition user
OpenTouch Business Edition and Multimedia Services Conversation user
OpenTouch Business Edition and Multimedia Services Connection user
R2.3
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I.1 OPENTOUCH CONVERSATION APPLICATION PROVISIONING .................................................................. II-3
II-1
II - OPENTOUCH CONVERSATION USER MANUAL FOR OXO RCE USER
II.1
II.2
II.3
II.4
II.5
II.6
START OPENTOUCH® CONVERSATION ................................................................................................ II-3
SETTINGS ............................................................................................................................................ II-5
HOMEPAGE.......................................................................................................................................... II-8
CONVERSATION ................................................................................................................................. II-15
DURING CONVERSATION .................................................................................................................... II-16
INSTANT MESSAGING ......................................................................................................................... II-18
III - OPENTOUCH CONVERSATION USER MANUAL FOR OTBE/OTMS CONVERSATION USER III-1
III.1
III.2
III.3
III.4
III.5
III.6
START OPENTOUCH® CONVERSATION .............................................................................................. III-4
SETTINGS .......................................................................................................................................... III-6
HOMEPAGE...................................................................................................................................... III-11
CONVERSATION ............................................................................................................................... III-21
DURING CONVERSATION .................................................................................................................. III-24
INSTANT MESSAGING....................................................................................................................... III-26
III.7 MEETING
.................................................................................................................................. III-28
III.8 SMARTWATCH ................................................................................................................................. III-30
IV - OPENTOUCH CONVERSATION USER MANUAL FOR OTBE/OTMS CONNECTION USER
IV.1
IV.2
IV.3
IV.4
IV.5
IV.6
IV-1
START OPENTOUCH® CONVERSATION..............................................................................................IV-4
SETTINGS ..........................................................................................................................................IV-5
HOMEPAGE .......................................................................................................................................IV-7
CONVERSATION .............................................................................................................................. IV-16
DURING CONVERSATION .................................................................................................................. IV-18
INSTANT MESSAGING ...................................................................................................................... IV-20
IV.7 MEETING
.................................................................................................................................. IV-22
IV.8 SMARTWATCH ................................................................................................................................. IV-24
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I.1 OpenTouch Conversation Application Provisioning
This document describes the services offered by OpenTouch Conversation application for
Android smartphone.
The following guidelines are intended to help you get the most out of your device:
•
•
•
•
•
Local contacts should be enriched with useful details: photo, job title, company, phone
numbers, email, IM, address, etc (For example, a photo & caller identification will be used
in the Wall).
Keep your local contacts synchronized across all your devices. For example, you can use
Exchange Active Sync or Google Contacts. The idea is to add a new contact on one
device only and it is automatically synchronized on the other devices via sync over the air
(all OpenTouch clients – Android smartphone & tablet, iPhone & iPad will benefit from
this sync).
When you can, use a Bluetooth handset so that you can take full advantage of your
display whatever the situation.
Use Corporate WLAN or Wi-Fi when available for less network latency.
Remember: always drive safely, avoid distractions and follow local laws!.
OpenTouch Conversation for Android smartphone is an application that is common to OmniPCX
Office Rich Communication Edition (OXO RCE), OpenTouch Business Edition (OTBE) and
OpenTouch Multimedia Services (OTMS) infrastructures. Your system administrator will
customize the application depending on the host infrastructure. Please consult the
corresponding user manual by selecting the corresponding chapter for your system. If you need
to check which system you are connected to, please open the 'About' section in the application:
OpenTouch Conversation
User Manual for OXO RCE
User
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User Manual for
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User
User Manual for OXO RCE User
OpenTouch Conversation
User Manual for
OTBE/OTMS Connection
User
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II - OpenTouch Conversation User Manual
for OXO RCE User
II.1 START OPENTOUCH® CONVERSATION ................................................................................................ II-3
II.1.1 START THE APPLICATION ............................................................................................................................ II-3
II.1.2 SIGN IN ......................................................................................................................................................... II-3
II.1.3 VOICE-OVER-IP MODE ................................................................................................................................ II-3
II.1.4 VOIP SOFTPHONE ....................................................................................................................................... II-4
II.1.5 USING A BLUETOOTH AUDIO DEVICE CONNECTED TO YOUR PHONE ........................................................ II-4
II.1.6 SIGN OUT ..................................................................................................................................................... II-4
II.2 SETTINGS ............................................................................................................................................ II-5
II.2.1 MY PROFILE ................................................................................................................................................. II-5
II.2.2 ACTIVATE / DEACTIVATE VOIP FEATURE .................................................................................................... II-5
II.2.3 CHANGE YOUR PHOTO / AVATAR ................................................................................................................ II-6
II.2.4 SETTINGS ..................................................................................................................................................... II-6
II.3 HOMEPAGE.......................................................................................................................................... II-8
II.3.1 HOMEPAGE DESCRIPTION ........................................................................................................................... II-8
II.3.2
II.3.3
II.3.4
II.3.5
II.3.6
CONVERSATION WALL (HISTORY)
..................................................................................................... II-8
TO DELETE ONE CONVERSATION LOG ....................................................................................................... II-9
TO ACKNOWLEDGE A MISSED CALL ............................................................................................................ II-9
TO DELETE ALL CONVERSATIONS IN THE WALL.......................................................................................... II-9
STATUS ICONS ........................................................................................................................................... II-10
II.3.7
II.3.8
CALL ROUTING
................................................................................................................................ II-10
CHANGE ROUTING PROFILE VIA QR CODE OR NFC TAG ........................................................................ II-11
II.3.9 DEFINE NUMBERS
............................................................................................................................. II-11
II.3.10 CONTACT CARD ....................................................................................................................................... II-12
II.3.11 FAVORITES............................................................................................................................................... II-13
II.3.12 SEARCH A CONTACT ................................................................................................................................ II-13
II.3.13 ADD OR REMOVE THE SELECTED CONTACT TO YOUR LIST OF FAVORITES .......................................... II-14
II.3.14 VISUAL VOICE MAIL
........................................................................................................................ II-14
II.4 CONVERSATION ................................................................................................................................. II-15
II.4.1 SET UP A CONVERSATION WITH A CONTACT ............................................................................................ II-15
II.4.2 MAKE A CONVERSATION BY ENTERING A NUMBER
......................................................................... II-15
II.4.3 RECEIVING A CONVERSATION ................................................................................................................... II-16
II.5 DURING CONVERSATION .................................................................................................................... II-16
II.5.1 SCREEN DESCRIPTION .............................................................................................................................. II-16
II.5.2 MAKE A SECOND CALL / SWITCHING BETWEEN TWO CALLS / TRANSFER CALL TO YOUR CONTACT ON
HOLD / THREE-PARTY CONFERENCE / SEND DTMF ............................................................................................ II-17
II.5.3 AUDIO MEDIA SWITCH FROM YOUR SMARTPHONE TO ANY DESKPHONE VIA QR CODE AND NFC TAG. II-18
II.6 INSTANT MESSAGING ......................................................................................................................... II-18
II.6.1 START AN INSTANT MESSAGE ................................................................................................................... II-18
II.6.2 RECEIVE AN INSTANT MESSAGE ............................................................................................................... II-18
II.6.3 EXPORT AN INSTANT MESSAGING ............................................................................................................ II-18
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II.1 Start OpenTouch® Conversation
II.1.1 Start the application
Select the OpenTouch Conversation Icon.
Tip: create an OpenTouch Conversation shortcut
on your homepage.
II.1.2 Sign in
When you connect for the first time, if you have not configured the
connection parameters, a connection screen is displayed requiring
the OmniPCX Office RCE subscriber credentials.
1. Set your connection parameters.
2. Enter your user name (login) - phone's internal number.
Enter your password. The password is the same as the
voicemail.
3. Sign in.
4. In the initial login screen you can see the 'Scan QR Code'
button (when necessary, hide the input keyboard). When
you press this button, the application scans the QR Code
image sent by your system administrator. The application
then automatically configures the connection parameters
(the number of parameters provided depends on your
security policy).
II.1.3 Voice-over-IP mode
OpenTouch Conversation integrates voice over IP (VoIP) capability allowing the user to place
and receive business calls on the mobile through the wireless LAN (WLAN).
Unless you do not wish to use VoIP (deactivated via a dedicated setting), VoIP capability will be
provided automatically as soon as the mobile has corporate WLAN coverage and has
successfully registered to the SIP server.
A VoIP icon on your mobile shows the VoIP status:
•
: VoIP capability is activated (application is registered to the SIP server).
•
•
: VoIP capability is deactivated via a dedicated setting.
No icon displayed: cellular mode only or loss of SIP connection (VoIP capability is
temporarily unavailable).
OpenTouch Conversation supports Voice over IP only through a corporate wireless LAN.
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II.1.4 VoIP Softphone
Without SIM card, OpenTouch Conversation operates as a VoIP softphone (according to
system configuration). In this case, the voice over IP (VoIP) is always enabled. All incoming
calls are presented in the OpenTouch Conversation screen. All features dedicated to the cellular
mode are deactivated (private call, SMS, business mobile phone number).
II.1.5 Using a Bluetooth audio device connected to your phone
For cellular calls, use your Bluetooth® headset as you usually do.
For VoIP calls, we recommend to control the OpenTouch Conversation application directly from
your smartphone.
II.1.6 Sign out
Open your OpenTouch profile (sliding menu).
Sign out.
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II.2 Settings
II.2.1 My profile
Open your OpenTouch profile (sliding menu).
Change your call routing profile.
Display your user information.
Access to settings.
Software version (About).
Sign out.
II.2.2 Activate / deactivate VoIP feature
5
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open connections settings.
4. Activate / deactivate VoIP feature (Media option).
5. A specific icon is displayed on your home page if the feature is activated.
By default, the VoIP setting is activated.
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II.2.3 Change your photo / avatar
1.
Open your OpenTouch profile (sliding menu).
2.
Display your user information.
3. Tap on your current photo/avatar to change it.
4. Select your new picture.
II.2.4 Settings
Settings depend on your system. Some options are not displayed if not available on your
system.
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open settings.
User preferences
General
Automatic start
Choose whether the application is started automatically when
the device is powered up and which tab is opened at start-up.
Starting Tab
Define which tab is open at start-up.
Display Firstname / Lastname
VoIP call ringtone
Incoming call screen
Define how the name of your contact is displayed.
You can choose a ringtone for VoIP calls
When you receive an incoming call, you can choose the call
presentation screen. You can use either the OpenTouch
Conversation application screen by selecting this option or
your mobile's native dialer screen.
When this option is enabled, if you make a call by dialing a
number from your mobile phone's native dialer, a popup
enables you to choose whether it is a business call or a
private call. Otherwise, it is automatically a business call.
Allow private calls
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Notification settings
Use notifications
When the OpenTouch Conversation application receives an
event such as a missed call or a new voicemail you can be
alerted by an Android notification, a sound or a vibration. The
sound and vibration depend on the audio configuration of
your mobile phone. Select one or more of these options.
Play sound
Vibrate
Connections
Media option
VoIP via cellular network
Change user account
Public hostname or URL
Private hostname or URL
Activate / deactivate VoIP feature
Sign out.
Connection parameters.
For all other security and client management settings, contact your administrator for more
information.
Advanced settings
VoIP quality
Call screen refresh
Calling via Web Service
Reset device ID
Clear certificates
Logging level
Send log by email
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Display network quality for voice over IP calls.
When screen refresh is slow (for example, when screens do
not flow well during conversations), ALE International advise
you to use this option for a better user experience. However,
this option uses more data and should therefore be used with
care.
When this option is used, the make call action, via the data
channel, is enabled from 2.5G network (instead of 3G).
Reset device ID (MAC, IMEI or MEID) that allows to
download the Client Management configuration file.
Clear certificate storage of all contents.
Help us to improve your application.
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II.3 Homepage
II.3.1 Homepage description
My profile: settings and information about the user.
Display of all conversation logs.
Display of missed conversations (filter).
Tab.
Access features by selecting the dedicated tab:
•
Conversation wall.
The number of new events is displayed.
•
Contacts and favorites.
•
Dialer.
•
Voicemail access.
You have unread voice messages (the number of
unread messages is displayed)
•
Display of instant messages (filter). The number of
unread messages is displayed.
II.3.2 Conversation wall (History)
Conversation Wall contains the history of all your conversations.
The Wall is divided into 2 parts:
Conversation in progress.
Past conversations.
All conversations are sorted by date: today, yesterday, this week, last week and
before.
How to understand the conversation wall:
Each item represents a conversation log by user, by time slot and by the
corresponding number of unread events.
• Red badge: missed or new events.
• Purple badge: ongoing conversation.
• Grey badge: past event.
•
Conversation.
•
•
•
•
Voice messages.
Instant messages.
: This icon indicates a contact from the local directory of the
mobile.
: This icon indicates a favorite contact.
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The action on a contact depends on how you select it.
1.
2.
3.
4.
5.
Select the badge to direct call the displayed number.
If you select an unread event, you open the history card directly.
If you select a read event, you put your contact on the stage.
To display only new missed calls, select the appropriate filter.
Select the current conversation in the homepage to go back to the
conversation screen.
II.3.3 To delete one conversation log
You can delete a conversation log if it is acknowledged.
1. Long press on the item.
2.
Delete the conversation log.
II.3.4 To acknowledge a missed call
If an item is marked as a missed event, you can acknowledge the event. A
conversation log is acknowledged if all events for that item are
acknowledged.
1. Long press on the item.
2.
Acknowledge the event .
A single event is automaticaly acknowleged when consulting.
II.3.5 To delete all conversations in the wall
1. Press the Android menu button.
2. Delete all conversations.
3. Confirm the deletion.
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II.3.6 Status icons
Application is connected and fully available.
Consult the notification bar to identify the issue.
Call in progress.
Missed calls.
new voice message(s).
New instant message(s).
Voice over IP activated.
Voice over IP deactivated.
Consult the notification bar to identify the issue.
Selected routing profile with the mobile has no ringing on incoming calls.
II.3.7 Call Routing
II.3.7.1 Select your routing profile
1.
Open your OpenTouch profile (sliding menu).
2.
Open the routing profile management.
3. Select a profile...
Details of the selected profile are
displayed just below.
4. You can customize a selected profile.
Select which devices will ring when you receive an incoming
call.
5. Apply.
The active routing profile is displayed in the user banner.
The displayed routing profiles depend on your configuration and installation. For example,
Office profile is displayed if you have a multi set configuration.
At first launch of the application, a Popup will ask you for nomadic destination number.
The call routing details depend on the selected profile.
No mobility: in this mode, all incoming calls are routed to your desk phone. However you can
choose to forward the call to another number or voicemail.
Mobility (mobile): in this mode, all incoming calls are routed to your mobile device.
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II.3.8 Change routing profile via QR code or NFC tag
You can modify your current ringing call routing profile with any
internal deskphone which is prepared with QRcode or NFC tag. You
can find a QR code or NFC tag in a meeting room for example.
You are facing the QR code or the NFC tag of the internal
deskphone. Define the new internal number by using one of the
following:
• Tap the NFC tag with your smartphone. The smartphone
vibrates if the NFC tag is accepted. The new routing profile
(mobility) is displayed.
•
Open your OpenTouch profile (sliding menu).
Open the routing profile management.
Scan QR Code.
Your incoming calls will ring on this new deskphone.
To go back to the initial routing state, tap again the NFC or
scan again the QR code.
II.3.9 Define numbers
•
•
Select or define a phone number to use for mobility mode.
Select or define a number to forward your calls on to.
1.
Select the number to modify.
2. Select the number in the list of predefined numbers, edit the list to modify
an existing number or create a new
number (maximum of 4 numbers
including mobility number).
3. Enter the number and its label.
4. Apply.
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II.3.10 Contact card
A contact card represents a person.
Open a contact card by selecting a contact in the conversation Wall or in
your favorites.
A card contains 3 pages.
•
•
Page 1 is the conversation history with this contact.
Page 2 is the contact on the stage. The default number used to make a call is the
business number (action in gray is not available).
Make a call with the default business number
Send instant message
Send SMS
Send e-mail
Make a call with the mobile number
• Page 3 is the contact details.
• Swipe right and left to navigate between the 3 pages.
From the conversation history page: you can acknowledge or delete an
event or call the contact.
1. Press on the item.
2.
Delete the conversation log.
Acknowledge the event .
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II.3.11 Favorites
Favorites give you faster access to your preferred contacts.
1.
Open your contact tab.
Your favorite contacts are displayed.
Favorites give you faster access to your preferred contacts.
2. Open a contact card.
3.
Press the call icon to call your contact.
4. Search for a contact in your local contacts or in a corporate
look-up by using the search interface.
: This icon indicates a contact from your local directory.
: This icon indicates a favorite contact.
II.3.12 Search a contact
1.
Open your contact tab.
2. Enter the name of your contact.
3. From the search result, select the contact you are searching
for.
4.
Call your contact.
If the contact is not in your local directory, you can save them as a
new local contact.
• Open the contact card.
• Press the Android menu button.
• Add the contact to your local directory.
You can search on your contact's last name or last name/first name:
• “Last name”: The search runs only on contacts' last names.
• “Last name#first name”: The search runs on contacts' last names and first names.
The search runs as soon as you enter more than 2 characters (predictive search) or when
you validate the search.
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II.3.13 Add or remove the selected contact to your list of Favorites
Open the contact card of the caller you want to add or remove to your favorites.
Add the contact to your favorites list.
Remove the contact from your favorites list.
II.3.14 Visual Voice Mail
1.
You have unread voice messages (the number of unread
messages is displayed).
Open your visual voicemail.
2.
Select the message to listen to.
3. From the selected message you can:
• Move the cursor along the play bar to go forward or
backward in the message.
•
/
•
Activate/deactivate loudspeaker.
•
Delete the message.
Pause or resume the message.
4.
Customize your voice mail.
5. Press the Android menu button:
• Delete all read messages.
• Calling voice mail.
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II.4 Conversation
Actions available depend on the type of conversation and system. If an action is not available,
the icon is grayed.
II.4.1 Set up a conversation with a contact
• You can make a call from the conversation wall, visual voicemail tab or instant
messaging tab.
• You can make a call from a search on your local contacts or from a corporate look-up.
• You can make a call from the contact card (details or history).
How to set up a conversation with a contact:
1. Call directly using the displayed phone number.
2. Set up different types of conversation (if available).
3. Call using a specific phone number from the contact card.
II.4.2 Make a conversation by entering a number
1.
Open the keypad.
2. Enter your caller's number.
3.
Make the call.
Copy/paste is available from the keypad. You can add the number you
entered to the local directory of your mobile (new or existing contact).
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II.4.3 Receiving a conversation
Incoming call screen of the OpenTouch conversation is displayed only if the corresponding
setting is active. Otherwise, the default Android screen is used.
Answer the call.
Forward an incoming call to voice mail.
Decline the call with an instant message.
Transfer the call to another device or number.
Select the destination of the transfer: one of your office devices
or a pre-defined number or enter another number.
If you receive a call while your phone is locked, a pop-up is displayed on the page. Slide to take
the call and follow the instructions described in this section.
II.5 During conversation
II.5.1 Screen description
Actions available during a conversation depend on the type of conversation. If an action is not
available, the icon is grayed.
You are in conversation with one
contact.
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You are in a call with more than one caller (hold or
conference).
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II.5.2 Make a second call / Switching between two calls / Transfer call to your contact on
hold / Three-party conference / Send DTMF
End the active call.
End the conference and retrieve the first caller. The second is on hold.
Make a second call.
Put the distant on hold.
Recover the call on hold.
Divert the incoming voice call to a predefined number.
Mute/un-mute the conversation.
Loudspeaker.
Display active or on-hold calls by swiping right or left.
Switching between two calls.
Transfer call to your contact on hold.
Setting up a conference.
End the conference and retrieve your previous caller. The other callers are put
on hold.
Start an instant message with the contact.
During the conversation, you can check information by consulting the
Conversation Wall.
Select the current conversation in the Conversation Wall to go back to the
conversation screen.
Release all participants from the conversation.
Send DTMF.
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II.5.3 Audio media switch from your smartphone to any deskphone via QR code and
NFC tag
When you are in conversation, you can switch the active audio media from
your smartphone to any internal deskphone prepared with QRcode or NFC
tag. You can find a QR code or NFC tag in a meeting room for example.
You can use this feature to isolate you in a meeting room. When the
conversation is ended, the routing profile automatically returns to its
previous state.
•
•
Tap directly the NFC tag of the targeted deskphone with your smartphone.
Select the 'Divert incoming call' icon, then scan the QR code.
II.6 Instant Messaging
II.6.1 Start an instant message
An instant message is a type of conversation which offers real-time text transmission with your
contact.
You start an instant message like other conversation from a contact card.
II.6.2 Receive an instant message
You receive instant messages in the instant messaging tab.
The number of missed instant messages is displayed.
II.6.3 Export an Instant Messaging
You can export the text of a conversation, to copy it into an email for example.
1.
2.
3.
4.
Open the conversation to copy.
Press the Android menu button.
Export chat. The content is copied to the clipboard.
Paste the conversation into other application like email (long
press in a text box).
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The information presented is subject to change without notice. ALE International assumes no
responsibility for inaccuracies contained herein. Copyright© ALE International 2017.
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III OpenTouch Conversation User
Manual for OTBE/OTMS Conversation
User
III.1 START OPENTOUCH® CONVERSATION .............................................................................................. III-4
III.1.1 START THE APPLICATION .......................................................................................................................... III-4
III.1.2 SIGN IN....................................................................................................................................................... III-4
III.1.3 VOICE-OVER-IP MODE .............................................................................................................................. III-4
III.1.4 VOIP SOFTPHONE .................................................................................................................................... III-5
III.1.5 USING A BLUETOOTH AUDIO DEVICE CONNECTED TO YOUR PHONE ...................................................... III-5
III.1.6 SIGN OUT ................................................................................................................................................... III-5
III.2 SETTINGS .......................................................................................................................................... III-6
III.2.1 MY PROFILE ............................................................................................................................................... III-6
III.2.2 ACTIVATE / DEACTIVATE VOIP FEATURE ................................................................................................. III-6
III.2.3 CHANGE USER INFORMATION ................................................................................................................... III-7
III.2.4 MANAGER/ASSISTANT (OPTIONAL) .......................................................................................................... III-8
III.2.5 SUPERVISION (OPTIONAL) ........................................................................................................................ III-8
III.2.6 SETTINGS .................................................................................................................................................. III-9
III.3 HOMEPAGE...................................................................................................................................... III-11
III.3.1 HOMEPAGE DESCRIPTION....................................................................................................................... III-11
III.3.2
III.3.3
III.3.4
III.3.5
III.3.6
CONVERSATION WALL (HISTORY)
................................................................................................. III-11
TO DELETE ONE CONVERSATION LOG: ................................................................................................... III-12
TO ACKNOWLEDGE A MISSED CALL ........................................................................................................ III-12
TO DELETE ALL CONVERSATIONS IN THE WALL ..................................................................................... III-13
STATUS ICONS......................................................................................................................................... III-13
III.3.7
CALL ROUTING
III.3.8
CREATE A NEW PROFILE
III.3.9
DEFINE NUMBERS
.............................................................................................................................. III-13
................................................................................................................ III-14
........................................................................................................................... III-14
III.3.10
III.3.11
III.3.12
DEFINE USER
................................................................................................................................ III-14
CHANGE ROUTING PROFILE VIA QR CODE OR NFC TAG .................................................................... III-15
DELETE A PROFILE ................................................................................................................................ III-15
III.3.13
III.3.14
III.3.15
III.3.16
III.3.17
III.3.18
PRESENCE
................................................................................................................................... III-16
CONTACT CARD ..................................................................................................................................... III-17
FAVORITES ............................................................................................................................................ III-18
MANAGE YOUR FAVORITES, FOLLOWERS OR BLACKLIST (“PRIVACY”) ............................................... III-18
SEARCH A CONTACT ............................................................................................................................. III-19
ADD OR REMOVE THE SELECTED CONTACT TO YOUR LIST OF FAVORITES ........................................ III-20
III.3.19 VISUAL VOICE MAIL
...................................................................................................................... III-20
III.4 CONVERSATION ............................................................................................................................... III-21
III.4.1 SET UP A CONVERSATION WITH A CONTACT .......................................................................................... III-21
III.4.2
III.4.3
III.4.4
III.4.5
III.4.6
MAKE A CONVERSATION BY ENTERING A NUMBER
....................................................................... III-21
MAKE A PRIVATE CALL ............................................................................................................................ III-22
DIAL FROM ANOTHER DEVICE (ONE-SHOT) ............................................................................................ III-22
RECEIVING A CONVERSATION................................................................................................................. III-22
AUDIO MEDIA SWITCH FROM YOUR DESKPHONE TO YOUR SMARTPHONE VIA NFC ............................ III-23
III.4.7 GET YOUR ACTIVE CALL STARTED ON ANOTHER DEVICE
............................................................ III-23
III.5 DURING CONVERSATION .................................................................................................................. III-24
III.5.1 SCREEN DESCRIPTION ............................................................................................................................ III-24
III.5.2 MAKE A SECOND CALL / SWITCHING BETWEEN TWO CALLS / TRANSFER CALL TO YOUR CONTACT ON
HOLD / THREE-PARTY CONFERENCE / SEND DTMF ........................................................................................... III-24
III.5.3 RECEIVING A SECOND CALL (ACCORDING SYSTEM CONFIGURATION).................................................. III-25
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III.5.4 AUDIO MEDIA SWITCH FROM YOUR SMARTPHONE TO ANY DESKPHONE VIA QR CODE AND
NFC TAG ............................................................................................................................................................... III-25
III.6 INSTANT MESSAGING....................................................................................................................... III-26
III.6.1 START AN INSTANT MESSAGE ................................................................................................................. III-26
III.6.2 RECEIVE AN INSTANT MESSAGE ............................................................................................................. III-26
III.6.3 DURING CONVERSATION ......................................................................................................................... III-26
III.6.4 EXPORT AN INSTANT MESSAGE ............................................................................................................. III-27
III.7 MEETING
.................................................................................................................................. III-28
III.7.1 CREATE A MEETING................................................................................................................................. III-28
III.7.2 MANAGE AN EXISTING MEETING: SEND INVITATION, MODIFY, DELETE ................................................. III-29
III.7.3 START MEETING ...................................................................................................................................... III-29
III.8 SMARTWATCH ................................................................................................................................. III-30
III.8.1 BEFORE USING THE SMARTWATCH ........................................................................................................ III-30
III.8.2 RECEIVING A CALL................................................................................................................................... III-30
III.8.3 MISSED CALLS ......................................................................................................................................... III-31
III.8.4 VOICE MAIL .............................................................................................................................................. III-31
III.8.5 INSTANT MESSAGES ................................................................................................................................ III-31
III.8.6 MEETING .................................................................................................................................................. III-31
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III.1 Start OpenTouch® Conversation
III.1.1 Start the application
Select the OpenTouch Conversation Icon.
Tip: create an OpenTouch Conversation shortcut
on your homepage.
III.1.2 Sign in
When you connect for the first time, if you have not configured the
connection parameters (OpenTouch settings), a login configuration
window is displayed to enter the OpenTouch credentials and
OpenTouch server address.
1. Set your connection parameters.
2. Enter your user name (login) / Password (OpenTouch user
password).
3. Sign in.
4. In the initial login screen you can see the 'Scan QR Code'
button (when necessary, hide the input keyboard). When you
press this button, the application scans the QR Code image
sent by your system administrator. The application then
automatically configures the connection parameters (the
number of parameters provided depends on your security
policy). The QR code can be generated with the OpenTouch
Conversation for PC application or with some deskphones.
III.1.3 Voice-over-IP mode
OpenTouch Conversation integrates voice over IP (VoIP) capability allowing the user to place
and receive business calls on the mobile through Wifi or cellular data network.
Unless you do not wish to use VoIP (deactivated via a dedicated setting), VoIP capability will be
provided automatically as soon as the mobile has a data network coverage (Wifi or cellular) and
has successfully registered to the SIP server.
A VoIP icon on your mobile shows the VoIP status:
•
: VoIP capability is activated (application is registered to the SIP server).
•
•
: VoIP capability is deactivated via a dedicated setting.
No icon displayed: cellular mode only or loss of SIP connection (VoIP capability is
temporarily unavailable).
OpenTouch Conversation supports Voice over IP outside corporate wireless LAN (including
home, hotspot WiFi network).
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III.1.4 VoIP Softphone
Without SIM card, OpenTouch Conversation operates as a VoIP softphone (according to
system configuration). In this case, the voice over IP (VoIP) is always enabled. All incoming
calls are presented in the OpenTouch Conversation screen. All features dedicated to the cellular
mode are deactivated (private call, SMS, business mobile phone number).
III.1.5 Using a Bluetooth audio device connected to your phone
For cellular calls, use your Bluetooth® headset as you usually do.
For VoIP calls, we recommend to control the OpenTouch Conversation application directly from
your smartphone.
III.1.6 Sign out
Open your OpenTouch profile (sliding menu).
Sign out.
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III.2 Settings
III.2.1 My profile
Open your OpenTouch profile (sliding menu).
Get your active call started on another device.
Change your call routing profile.
Change your presence status.
Display your user information.
Access to settings.
Software version (About).
Exit the application.
Get your active call started on another device.
Activate the Manager/Assistant mode (optional).
Activate / deactivate supervision feature (optional).
Sign out.
III.2.2 Activate / deactivate VoIP feature
5
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open connections settings.
4. Activate / deactivate VoIP feature (Media option).
5. A specific icon is displayed on your home page if the feature is activated.
By default, the VoIP setting is activated.
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III.2.3 Change user information
Define your private phone numbers, your photo or avatar.
1.
Open your OpenTouch
profile (sliding menu).
2.
Display your user
information.
III.2.3.1 Change your private phone numbers
3.
Select the edition mode.
4. Define your phone numbers:
business, colleague, home or
personal mobile phone
numbers. The business phone
number is mandatory.
5.
Save new phone numbers.
III.2.3.2 Change your photo / avatar
6. Tap on your current
photo/avatar to change it.
7. Select your new picture.
III.2.3.3 Activate/deactivate the secret identity (CLIR)
8. Activate/deactivate the secret
identity. Your external caller will
not see your phone number.
When the secret identity is
activated, the secret avatar is
displayed in the top banner of
the wall as a reminder.
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III.2.4 Manager/Assistant (optional)
System configuration provides a 'Manager / Assistant' feature so that an assistant can receive
all the manager's calls except white list calls. The white list is created by the manager from the
deskphone and the corresponding calls are processed according to the active call routing
profile.
4
1.
Open your OpenTouch profile (sliding menu).
2.
Open Manager / Assistant settings.
3. Activate (on) / deactivate (off) the delegation.
4. A specific icon is displayed on your home page if the feature is activated.
III.2.5 Supervision (optional)
Your business phone number can be supervised. This means that your incoming calls can be picked
up by a supervisor when you are absent, busy or off-site.
4
1.
Open your OpenTouch profile (sliding menu).
2.
Activate / deactivate supervision feature.
3. A specific icon is displayed on your home page if the feature is activated.
If your phone is supervised, the call log displays the name of the supervisor who has picked up
your call.
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III.2.6 Settings
Settings depend on your system. Some options are not displayed if not available on your
system.
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open settings.
User preferences
General
Automatic start
Starting Tab
Display Firstname / Lastname
VoIP call ringtone
Incoming call screen
Allow private calls
Notification settings
Use notifications
Play sound
Vibrate
Scheduled Conference settings
Notify next conference
Notify new conference
Use smartwatch
Connections
Media option
VoIP via cellular network
Change user account
Public hostname or URL
Private hostname or URL
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Choose whether the application is started automatically when
the device is powered up and which tab is opened at start-up.
Define which tab is open at start-up.
Define how the name of your contact is displayed.
You can choose a ringtone for VoIP calls
When you receive an incoming call, you can choose the call
presentation screen. You can use either the OpenTouch
Conversation application screen by selecting this option or
your mobile's native dialer screen.
When this option is enabled, if you make a call by dialing a
number from your mobile phone's native dialer, a popup
enables you to choose whether it is a business call or a
private call. Otherwise, it is automatically a business call.
When the OpenTouch Conversation application receives an
event such as a missed call or a new voicemail you can be
alerted by an Android notification, a sound or a vibration. The
sound and vibration depend on the audio configuration of
your mobile phone. Select one or more of these options.
If your system manages meetings, choose to be notified
about the next conference and a new conference.
Display notifications on your smartwatch (if paired and
configured with your smartphone).
Activate / deactivate VoIP feature
Sign out.
Connection parameters.
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For all other security and client management settings, contact your administrator for more
information.
Advanced settings
VoIP quality
Call screen refresh
Calling via Web Service
Reset device ID
Clear certificates
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Display network quality for voice over IP calls.
When screen refresh is slow (for example, when screens
do not flow well during conversations), ALE International
advise you to use this option for a better user experience.
However, this option uses more data and should therefore
be used with care.
When this option is used, the make call action, via the data
channel, is enabled from 2.5G network (instead of 3G).
Reset device ID (MAC, IMEI or MEID) that allows to
download the Client Management configuration file.
Clear certificate storage of all contents.
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III.3 Homepage
III.3.1 Homepage description
My profile: settings and information about the user.
Display of all conversation logs.
Display of missed conversations (filter).
Tab.
Access features by selecting the dedicated tab:
•
Conversation wall.
The number of new events is displayed.
•
Contacts and favorites. Depending on the system
configuration, you can manage who can see your
presence
•
•
•
Dialer.
Voicemail access.
You have unread voice messages (the number of
unread messages is displayed)
Meeting.
III.3.2 Conversation wall (History)
Conversation Wall contains the history of all your conversations.
The Wall is divided into 3 parts:
Future meeting if managed by your system.
Conversation in progress.
Past conversations.
All conversations are sorted by date: today, yesterday, this week, last week and before.
How to understand the conversation wall:
Each item represents a conversation log by user, by time slot and by the corresponding number
of unread events.
• Red badge: missed or new events.
• Purple badge: ongoing conversation.
• Grey badge: past event.
• Black badge: future event (meeting).
•
Conversation.
•
•
•
•
•
Visual Voice Mail.
Instant messages.
Meeting.
: This icon indicates a contact from the local directory of the mobile.
: This icon indicates a favorite contact.
The colored bar under the avatar shows the contact's presence status.
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The action on a contact depends on how you select it.
1.
2.
3.
4.
5.
Select the badge to direct call the displayed number.
If you select an unread event, you open the history card directly.
If you select a read event, you put your contact on the stage.
To display only new missed calls, select the appropriate filter.
Select the current conversation in the homepage to go back to the conversation
screen.
III.3.3 To delete one conversation log:
You can delete a conversation log if it is acknowledged.
1. Long press on the item.
2.
Delete the conversation log.
III.3.4 To acknowledge a missed call
A conversation log is acknowledged if all events for that item are
acknowledged.
If an item is marked as a missed event, you can acknowledge the event.
1. Long press on the item.
2.
Acknowledge the event .
A single event is automaticaly acknowleged when consulting.
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III.3.5 To delete all conversations in the wall
1. Press the Android menu button.
2. Delete all conversations.
3. Confirm the deletion.
III.3.6 Status icons
Application is connected and fully available.
Consult the notification bar to identify the issue.
Call in progress.
Missed calls.
new voice message(s).
Next meeting(s).
Voice over IP activated.
Voice over IP deactivated.
Consult the notification bar to identify the issue.
Selected routing profile with the mobile has no ringing on incoming calls.
III.3.7 Call Routing
III.3.7.1 Select your routing profile
1.
Open your OpenTouch profile (sliding menu).
2.
Open the routing profile management.
3. Select a profile...
Details of the selected profile are
displayed just below.
4. You can customize a selected profile.
Select which devices will ring when you receive an incoming
call.
5. Apply.
The active routing profile is displayed in the user banner.
If you selected a routing profile with mobile not ringing, a specific status icon is
displayed.
The displayed routing profiles depend on your configuration and installation.
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III.3.8 Create a new profile
1.
2.
3.
4.
5.
Edit the new routing profile.
Enter name of the new profile.
Select which device will be used to make your calls.
Select which devices will ring when you receive an incoming call.
Create the new profile. The new profile is displayed on the list of routing profiles.
If you create a routing profile where you define to dial from an other device than your mobile, a
warning is displayed.
III.3.9 Define numbers
Select or define a number to forward your calls on to.
1.
Select the edition mode.
2. Enter a phone number then apply.
3. Check that the corresponding profile is
selected.
4. Apply.
III.3.10Define user
Select or define a user to forward your calls on to.
1.
Select the edition mode.
2. Select a user in the search result (this user
must be an OpenTouch user, registered on
the same system).
3. Check that the corresponding profile is
selected.
4. Apply.
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III.3.11Change routing profile via QR code or NFC tag
You can modify your current ringing call routing profile with any
internal deskphone which is prepared with QRcode or NFC tag. You
can find a QR code or NFC tag in a meeting room for example. One
hour after the routing change, the application will prompt the user to
keep this configuration or get back to the initial routing state.
You are facing the QR code or the NFC tag of the internal
deskphone.
1.
Open your OpenTouch profile (sliding menu).
2.
Open the routing profile management.
3. Define the new internal number by using one of the
following:
•
Scan QR Code.
• Tap the NFC tag with your smartphone.
4. Apply.
Your incoming calls will ring on this new deskphone.
III.3.12Delete a profile
1. Select the profile to delete.
2.
Delete the profile.
The profile My office devices cannot be deleted (default profile).
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III.3.13Presence
The colored bar under the avatar shows the contact's presence status.
Available
Busy
Be right back
Appear Offline
The OpenTouch Conversation presence status of your contact can be augmented with the
Outlook calendar presence (Exchange – depending on the system). The calendar presence of
your favorite contact is displayed in the contact card when she/he is in an Exchange meeting
with status Free, Working Elsewhere or Tentative so that I know if I can call her/him.
Depending on the system configuration, you can manage who can see your presence (See:
Manage your favorites, followers or blacklist).
Change your presence status
1.
Open your OpenTouch profile (sliding menu).
2.
Access to the presence feature.
3. Change your presence status.
4. Apply.
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III.3.14Contact card
A contact card represents a person.
Open a contact card by selecting a contact in the conversation Wall or in
your favorites.
A card contains 3 pages.
•
•
Page 1 is the conversation history with this contact.
Page 2 is the contact on the stage. The default number used to make a call is the
business number (action in gray is not available).
The color bar under the photo shows your contact's presence status (Available, Be right
back, Busy, Appear Offline). The Microsoft Outlook calendar presence (Exchange) of a
favorite contact, when available, is displayed in this page (depending on the configuration
of the system and the settings of your contact account).
Make a call with the default business number
Send instant message
Send SMS
Send e-mail
Make a call with the mobile number
• Page 3 is the contact details.
• Swipe right and left to navigate between the 3 pages.
From the conversation history page: you can acknowledge or delete an
event or call the contact.
1. Press on the item.
2.
Delete the conversation log.
Acknowledge the event .
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III.3.15Favorites
Favorites give you faster access to your preferred contacts. A favorite contact is a typically a
corporate colleague whose real-time presence you can see.
1.
Open your contact tab.
Your favorite contacts are displayed.
2. Open a contact card.
3.
Press the call icon to call your contact.
4. Search for a contact in your local contacts or in a corporate
look-up by using the search interface.
: This icon indicates a contact from your local directory.
: This icon indicates a favorite contact.
If you have other OpenTouch Conversation clients, the same list of favorites is displayed for
each client.
III.3.16Manage your favorites, followers or blacklist (“Privacy”)
The visibility of this feature depends on the system configuration managed by your
administrator. If the 'Privacy' option is enabled in your system, you can manage favorite
contacts who can see your presence and can start a collaboration session as instant message.
Open the contact page. The page contains three tabs:
“Contacts”, “Followers”, “Blacklist”.
•
A contact is a favorite. All favorite contacts are listed in the tab: “Contacts”. If your
favorite is a corporate colleague, you can see his or her real-time presence. You can
start a collaboration session as an instant message.
• A follower is a corporate colleague who has added you as favorite and can see your realtime presence. He or she can start a collaboration session as an instant message. All
followers are listed in the tab: “Followers”. At any time, you can discard a follower.
• A blacklisted contact is a corporate colleague who has added you as favorite but he or
she cannot see your real-time presence because you don't accept him or her as a
follower. A blacklisted contact sees your presence as offline and cannot start any
collaboration session with you. An instant message will be sent as an offline message. All
blacklisted contacts are listed in the tab: “Blacklist”.
Contact your administrator for more information.
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III.3.16.1
Add a contact as favorite
When you tag a contact as favorite, he or she is added to the list of your favorites and a
notification as follower is sent to the contact. He or she is added to the list of your favorites. You
can see his or her real-time presence unless he or she decides to add you to the blocked
contact list.
III.3.16.2
Accept or reject a new follower request
Select the tab: “Followers”.
A contact wants to add you to his or her list of favorites. You receive his or her notification as a
'follower' request. Each new 'Follower' request is displayed at the top of the tab: “Followers” (In
the section: “New followers”).
Accept new
followers
III.3.16.3
Block the contact. The contact is placed in the 'Blacklist' list, sees your
presence as offline and cannot start any collaboration session with you.
When you exit the 'Folowers' tab, you accept all new followers to see your
real-time presence. A warning is displayed before acceptance. Contacts are
added to your list of followers.
Unblock a contact
Select the tab: “Blacklist”.
All blocked contacts are listed in the tab: “Blacklist”.
Unblock the corresponding contact. The contact is placed in the 'Followers'
list and sees your real-time pressence.
III.3.17Search a contact
1.
Open your contact tab.
2. Enter the name of your contact.
3. From the search result, select the contact you are
searching for.
4. Call your contact.
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If the contact is not in your local directory, you can save them as a new local contact.
• Open the contact card.
• Press the Android menu button.
• Add the contact to your local directory.
The search runs immediately on local contacts (predictive search). You can base your search
on 2 strings for better results.
To perform a corporate look-up, select the specific search button.
III.3.18Add or remove the selected contact to your list of Favorites
Open the contact card of the caller you want to add or remove to your favorites.
Add the contact to your favorites list.
Remove the contact from your favorites list.
III.3.19Visual Voice mail
1.
You have unread voice messages (the number of unread
messages is displayed).
2. Open your visual voicemail.
Select the message to listen to.
3. From the selected message you can:
• Move the cursor along the play bar to go forward or
backward in the message.
•
/
•
Activate/deactivate loudspeaker.
•
Delete the message.
Pause or resume the message.
4.
Customize your voice mail.
5. Press the Android menu button:
• Delete all read messages.
• Calling voice mail.
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III.4 Conversation
Actions available depend on the type of conversation and system. If an action is not available,
the icon is grayed.
III.4.1 Set up a conversation with a contact
• You can make a call from the conversation wall, visual voicemail tab, instant
messaging tab or a scheduled meeting, if available on your system.
• You can make a call from a search on your local contacts or from a corporate look-up.
• You can make a call from the contact card (details or history).
How to set up a conversation with a contact:
1. Call directly using the displayed phone number.
2. Set up different types of conversation (if available).
3. Call using a specific phone number from the contact card.
III.4.2 Make a conversation by entering a number
1.
Open the keypad.
2. Enter your caller's number.
3.
Make the call.
Copy/paste is available from the keypad. You can add the number you
entered to the local directory of your mobile (new or existing contact).
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III.4.3 Make a private call
By default, you make business call with the OpenTouch Conversation. But
you can make private call. In this case, you call your contact without going
through your company telephone system.
Use one of the following:
• If you enable the private call option in the OpenTouch Conversation
configuration, when you make a call by dialing the number from the
native dialer of your mobile phone, a popup lets you choose to make
a business or a private call.
• Long press on the phone number allows you to make a private call.
III.4.4 Dial from another device (one-shot)
This feature provides the capability to launch a single call from selected
device. When the conversation is ended, the routing profile automatically
returns to its previous state. This is particularly useful in case of very bad
cellular network coverage (both audio and data unavailable) or use of a
meeting room deskphone for more call confort.
•
•
•
Long press on the phone number to call
Dial from
Select the device in the list or define another number.
The device list for selection depends on the endpoints registered by the
system administrator.
If you enable the private call option in the OpenTouch Conversation
configuration, this feature is available with the native dialer.
III.4.5 Receiving a conversation
Incoming call screen of the OpenTouch conversation is displayed only if the corresponding
setting is active. Otherwise, the default Android screen is used.
Answer the call.
Forward an incoming call to voice mail.
Decline the call with an instant message.
Transfer the call to another device or number.
Select the destination of the transfer: one of your office devices
or a pre-defined number or enter another number.
If you receive a call while your phone is locked, a pop-up is displayed on the page. Slide to take
the call and follow the instructions described in this section.
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III.4.6 Audio media switch from your deskphone to your smartphone via NFC
During an active call, capability to switch the audio media from your
deskphone to your smartphone via a NFC sticker located inside/on your
deskphone.
III.4.7 Get your active call started on another device
You set up a call from another device. You need to get this call on your mobile.
1.
2.
Open your OpenTouch profile (sliding menu).
Get active call.
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III.5 During conversation
III.5.1 Screen description
Actions available during a conversation depend on the type of conversation. If an action is not
available, the icon is grayed.
You are in conversation with one
contact.
You are in a call with more than one caller (hold or
conference).
III.5.2 Make a second call / Switching between two calls / Transfer call to your contact on
hold / Three-party conference / Send DTMF
End the active call.
Leave the conference (the call is still active with the other participants).
Make a second call.
Put the distant on hold.
Recover the call on hold.
Divert the incoming voice call to a predefined number or to internal number via
QR code or NFC tag.
Mute/un-mute the conversation.
Loudspeaker.
Display active or on-hold calls by swiping right or left.
Switching between two calls.
Transfer call to your contact on hold.
Setting up a conference.
During the conversation, you can check information by consulting the
Conversation Wall.
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Select the current conversation in the Conversation Wall to go back to the
conversation screen.
Release all participants from the conversation.
Send DTMF.
Manual handover VoIP to cellular.
If you are in conversation with one caller, you can switch your conversation from
Voice over IP mode to Cellular mode.
III.5.3 Receiving a second call (according system configuration)
During a conversation, another person is trying to call you Name or no. of the caller
displayed for 3 seconds.
You are alerted by a notify ringtone (native notify ringtone defined in Android settings).
Answer the call. The first call is on hold.
Forward an incoming call to voice mail.
Decline the call with an instant message.
Transfer the call to another device or number.
Select the destination of the transfer: one of your office devices or a pre-defined
number or enter another number.
III.5.4 Audio media switch from your smartphone to any deskphone via QR code and
NFC tag
When you are in conversation, you can switch the active audio media from
your smartphone to any internal deskphone prepared with QRcode or NFC
tag. You can find a QR code or NFC tag in a meeting room for example.
You can use this feature to isolate you in a meeting room. When the
conversation is ended, the routing profile automatically returns to its
previous state.
•
•
Tap directly the NFC tag of the targeted deskphone with your smartphone.
Select the 'Divert incoming call' icon, then scan the QR code.
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III.6 Instant Messaging
III.6.1 Start an instant message
An instant message is a type of conversation which offers real-time text transmission with your
contact.
You start an instant message like other conversation from a contact card.
III.6.2 Receive an instant message
If you are online, you receive instant messages on the Wall.
If you are offline, you receive an instant message as a missed event in
the wall. Open the history of your contact to see the missed instant
message.
III.6.3 During conversation
Send message.
Send emoticon.
Call the participant (audio answer).
Add a participant to the conversation.
Display the list of participants. From the list you can also open the contact
card of a participant.
Drop a participant.
Exit session when you are the last one in the session.
Exit session when both parties are connected (menu android).
During the conversation, you can check information by consulting the
Conversation Wall.
Select the current conversation in the Conversation Wall to go back to the
conversation screen.
During a conversation, export the text of the conversation by using the Android
menu.
Export the text of the conversation.
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From a group chat, if you want a private chat with one participant, you need to create a new IM
session with only this participant.
III.6.4 Export an Instant Message
You can export the text of a conversation, to copy it into an email for example.
1. Export chat:
• Use the Android menu during the conversation.
•
Use the copy icon when the conversation is
ended (past even from conversation history).
The content of the conversation is copied into the
clipboard.
2. Paste the text into another application like email
(long press on a text box).
Instant messaging feature can be deactivated by administrator if your system is using a third
party instant messaging server.
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III.7 Meeting
III.7.1 Create a meeting
Select the meeting tab.
Create a new meeting.
Select the type of meeting (scheduled or reservation less) and fill in the various
appointment fields.
Define a recurrence pattern if required (none, daily, weekly, monthly)
Manage leaders and participants of the meeting.
▪
Add a new leader/participant.
A meeting leader can add or remove a participant, share a document, and
cancel the meeting (depending on the OTC client).
Remove a participant by a long press on it.
Manage a profile and password of the meeting.
Choose a predefined profile for the meeting:
• Meeting: use for interactive business meetings. All licensed features are
available
• Webinar: use for a Web presentation (large events). Participants only hear
and see the Web presentation of leaders
• Training: use for a teacher-student scenario. All licensed features are
available. The session ends when the teacher hangs up (leader)
• Conference call: use for a voice only conference.
Secure access to the meeting
• You can define a password for an audio meeting (digits only). In this case,
an external user has to enter the password to join the audio meeting
• You can define a password for an online meeting. In this case, an external
user has to enter the password to join the web meeting.
Depending on the system configuration, you may need to follow a password
policy ( consult the password policy).
Confirm the meeting.
Scheduled meetings and non-reservation meetings are sorted by date in two separate sections.
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III.7.2 Manage an existing meeting: send invitation, modify, delete
Future scheduled meetings are displayed on the conversation wall. Scheduled meetings and
non-reservation meetings are sorted by date in two separate sections.
1.
Open the meeting details from the conversation wall or the meeting tab.
Subject, start and end dates, duration, recurrence if any, owner, participants (with
leader and participant information), calling number and SIP URI information, Access
code and password (optional) are displayed in this page. The URI is the network
identifier of your caller's telephone. Numbers and SIP URI can be used to join the
meeting.
2. From this page, you can:
Send an email containing all the information needed to join the meeting to
invite additional people for example. As a leader, a pop-up about leader
access code security will be displayed.
Modify a future meeting.
Delete a future meeting.
III.7.3 Start meeting
The badge becomes purple five minutes before the conference starts.
There are 3 ways to join a live conference:
•
•
•
From the conversation wall, select the corresponding badge to join the conference.
From the conference details, select the corresponding action at the bottom of the
screen.
From your email client, select the link in the invitation you have received by email.
From another set, dial directly the number or the SIP URI to join the meeting. Enter access code
and password if necessary. Follow instructions.
Display the real-time list of participants during conference.
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III.8 Smartwatch
You can use the OpenTouch Conversation with your smartwatch.
You are notified directly on your smartwatch when you receive a new event.
From your smartwatch, connected to a Bluetooth headset, you are able to:
• Answer an incoming call.
• Forward an incoming call to voice mail.
• Call back the last missed call from history.
• Play the last voice mail.
• Display the new instant message and call the contact of the message.
• Join a meeting.
III.8.1 Before using the smartwatch
Before using your smartwatch, your smartwatch has to be paired with the smartphone running
the OpenTouch Conversation application. 'Android Wear – Smartwatch’ application has to be
downloaded on smartphone. You smartphone and smartwatch have to be synchronized.
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open settings: User preferences
4. Select the smartwatch option
: This icon is displayed on user banner when
smartwatch option is enable.
III.8.2 Receiving a call
Answer the call.
Forward an incoming call to voice mail.
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III.8.3 Missed calls
Select the notification on the smartwatch to open the list of
missed calls.
Call back the last missed call.
III.8.4 Voice mail
Play the last voice mail.
III.8.5 Instant messages
Call the sender of the instant message.
Exit the conversation.
III.8.6 Meeting
When your are invited to new scheduled/reservationless
meeting, your are notified on your smartmatch
When the scheduled/reservationless meeting starts, you are
notified on your smartwatch
Open the details of the meeting
Join the meeting.
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The information presented is subject to change without notice. ALE International assumes no
responsibility for inaccuracies contained herein. Copyright© ALE International 2017.
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IV - OpenTouch Conversation User
Manual for OTBE/OTMS Connection User
IV.1 START OPENTOUCH® CONVERSATION..............................................................................................IV-4
IV.1.1 START THE APPLICATION .......................................................................................................................... IV-4
IV.1.2 SIGN IN ...................................................................................................................................................... IV-4
IV.1.3 SIGN OUT ................................................................................................................................................... IV-4
IV.2 SETTINGS ..........................................................................................................................................IV-5
IV.2.1 MY PROFILE............................................................................................................................................... IV-5
IV.2.2 CHANGE YOUR PHOTO / AVATAR .............................................................................................................. IV-5
IV.2.3 SETTINGS .................................................................................................................................................. IV-5
IV.3 HOMEPAGE .......................................................................................................................................IV-7
IV.3.1 HOMEPAGE DESCRIPTION ........................................................................................................................ IV-7
IV.3.2
IV.3.3
IV.3.4
IV.3.5
IV.3.6
CONVERSATION WALL (HISTORY)
..................................................................................................... IV-7
TO DELETE ONE CONVERSATION LOG:.................................................................................................... IV-8
TO ACKNOWLEDGE A MISSED CALL .......................................................................................................... IV-8
TO DELETE ALL CONVERSATIONS IN THE WALL ....................................................................................... IV-8
STATUS ICONS .......................................................................................................................................... IV-9
IV.3.7
IV.3.8
CALL ROUTING
................................................................................................................................ IV-9
CHANGE ROUTING PROFILE VIA QR CODE OR NFC TAG ...................................................................... IV-10
IV.3.9 PRESENCE
...................................................................................................................................... IV-11
IV.3.10 CONTACT CARD .................................................................................................................................... IV-12
IV.3.11 FAVORITES ............................................................................................................................................ IV-13
IV.3.12 MANAGE YOUR FAVORITES, FOLLOWERS OR BLACKLIST (“PRIVACY”) ............................................... IV-13
IV.3.13 SEARCH A CONTACT ............................................................................................................................. IV-14
IV.3.14 ADD OR REMOVE THE SELECTED CONTACT TO YOUR LIST OF FAVORITES ........................................ IV-15
IV.3.15 VISUAL VOICE MAIL
...................................................................................................................... IV-15
IV.4 CONVERSATION .............................................................................................................................. IV-16
IV.4.1 SET UP A CONVERSATION WITH A CONTACT.......................................................................................... IV-16
IV.4.2 MAKE A CONVERSATION BY ENTERING A NUMBER
....................................................................... IV-16
IV.4.3 MAKE A PRIVATE CALL ............................................................................................................................ IV-17
IV.4.4 DIAL FROM YOUR MAIL DEVICE (ONE-SHOT) .......................................................................................... IV-17
IV.4.5 RECEIVING A CONVERSATION ................................................................................................................ IV-17
IV.4.6 AUDIO MEDIA SWITCH FROM YOUR DESKPHONE TO YOUR SMARTPHONE VIA NFC ............................ IV-17
IV.5 DURING CONVERSATION .................................................................................................................. IV-18
IV.5.1 SCREEN DESCRIPTION ............................................................................................................................ IV-18
IV.5.2 MAKE A SECOND CALL / SWITCHING BETWEEN TWO CALLS / TRANSFER CALL TO YOUR CONTACT ON
HOLD / THREE-PARTY CONFERENCE / SEND DTMF ........................................................................................... IV-18
IV.5.3 MEDIA SWITCH VIA QR CODE AND NFC TAG ........................................................................................ IV-19
IV.5.4 RECEIVING A SECOND CALL (ACCORDING SYSTEM CONFIGURATION) ................................................. IV-19
IV.6 INSTANT MESSAGING ...................................................................................................................... IV-20
IV.6.1 START AN INSTANT MESSAGE ................................................................................................................ IV-20
IV.6.2 RECEIVE AN INSTANT MESSAGE ............................................................................................................. IV-20
IV.6.3 DURING CONVERSATION......................................................................................................................... IV-20
IV.6.4 EXPORT AN INSTANT MESSAGE ............................................................................................................. IV-21
IV.7 MEETING
.................................................................................................................................. IV-22
IV.7.1 CREATE A MEETING ................................................................................................................................ IV-22
IV.7.2 MANAGE AN EXISTING MEETING: SEND INVITATION, MODIFY, DELETE ................................................. IV-23
IV.7.3 START MEETING ...................................................................................................................................... IV-23
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IV.8 SMARTWATCH ................................................................................................................................. IV-24
IV.8.1 BEFORE USING THE SMARTWATCH ........................................................................................................ IV-24
IV.8.2 RECEIVING A CALL .................................................................................................................................. IV-25
IV.8.3 MISSED CALLS......................................................................................................................................... IV-25
IV.8.4 VOICE MAIL .............................................................................................................................................. IV-25
IV.8.5 INSTANT MESSAGES................................................................................................................................ IV-25
IV.8.6 MEETING ................................................................................................................................................. IV-25
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IV.1Start OpenTouch® Conversation
IV.1.1 Start the application
Select the OpenTouch Conversation Icon.
Tip: create an OpenTouch Conversation shortcut
on your homepage.
IV.1.2 Sign in
When you connect for the first time, if you have not configured the
connection parameters (OpenTouch settings), a login configuration
window is displayed to enter the OpenTouch credentials and
OpenTouch server address.
1. Set your connection parameters.
2. Enter your user name (login) / Password (OpenTouch user
password).
3. Sign in.
4. In the initial login screen you can see the 'Scan QR Code'
button (when necessary, hide the input keyboard). When you
press this button, the application scans the QR Code image
sent by your system administrator. The application then
automatically configures the connection parameters (the
number of parameters provided depends on your security
policy). The QR code can be generated with the OpenTouch
Conversation for PC application or with some deskphones.
IV.1.3 Sign out
Open your OpenTouch profile (sliding menu).
Sign out.
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IV.2Settings
IV.2.1 My profile
Open your OpenTouch profile (sliding menu).
Change your call routing profile.
Change your presence status.
Display your user information.
Access to settings.
Software version.
Sign out.
IV.2.2 Change your photo / avatar
1.
Open your OpenTouch profile
(sliding menu).
2.
Display your user information.
3. Tap on your current photo/avatar to
change it.
4. Select your new picture.
IV.2.3 Settings
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open settings.
User preferences
General
Automatic start
Starting Tab
Display Firstname / Lastname
Incoming call screen
Allow private calls
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Choose if the application is started automatically when the
device is powered up.
Define which tab is open at start-up.
Define how the name of your contact is displayed.
When you receive an incoming call, you can choose the call
presentation screen. You can use either the OpenTouch
Conversation application screen by selecting this option or
your mobile's native dialer screen.
When this option is enabled, if you make a call by dialing a
number from your mobile phone's native dialer, a popup
enables you to choose whether it is a business call or a
private call. Otherwise, it is automatically a business call.
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Notification settings
Use notifications
Play sound
Vibrate
Scheduled Conference settings
Notify next conference
Notify new conference
Use smartwatch
Connections
Change user account
Public hostname or URL
Private hostname or URL
When the OpenTouch Conversation application receives an
event such as a missed call or a new voicemail you can be
alerted by an Android notification, a sound or a vibration. The
sound and vibration depend on the audio configuration of
your mobile phone. Select one or more of these options.
If your system manages meetings, choose to be notified
about the next conference and a new conference
Display notifications on your smartwatch (if paired and
configured with your smartphone).
Sign out.
Connection parameters.
For all other security and client management settings, contact your administrator for more
information.
Advanced settings
VoIP quality
Call screen refresh
Calling via Web Service
Reset device ID
Clear certificates
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Display network quality for voice over IP calls.
When screen refresh is slow (for example, when screens do
not flow well during conversations), ALE International advise
you to use this option for a better user experience. However,
this option uses more data and should therefore be used with
care.
When this option is used, the make call action, via the data
channel, is enabled from 2.5G network (instead of 3G).
Reset device ID (MAC, IMEI or MEID) that allows to
download the Client Management configuration file.
Clear certificate storage of all contents.
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IV.3Homepage
IV.3.1 Homepage description
My profile: settings and information about the user.
Display of all conversation logs.
Display of missed conversations (filter).
Display of callback requests.
Tab.
Access features by selecting the dedicated tab:
•
Conversation wall.
The number of new events is displayed.
•
Contacts and favorites. Depending on the system
configuration, you can manage who can see your
presence.
•
•
•
Dialer.
Voicemail access.
You have unread voice messages (the number of
unread messages is displayed)
Meeting.
IV.3.2 Conversation wall (History)
Conversation Wall contains the history of all your conversations.
The Wall is divided into 4 parts:
Future meeting if managed by your system.
Conversation in progress.
Callback requests.
Past conversations.
All conversations are sorted by date: today, yesterday, this week, last week and before.
How to understand the conversation wall:
Each item represents a conversation log by user, by time slot and by the corresponding number
of unread events.
• Red badge: missed or new events.
• Purple badge: ongoing conversation.
• Grey badge: past event.
• Black badge: future event (meeting).
•
Conversation.
•
Visual Voice Mail.
•
Instant messages.
•
•
•
Meeting.
: This icon indicates a contact from the local directory of the mobile.
: This icon indicates a favorite contact.
The colored bar under the avatar shows the contact's presence status.
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The action on a contact depends on how you select it.
1.
2.
3.
4.
5.
Select the badge to direct call the displayed number.
If you select an unread event, you open the history card directly.
If you select a read event, you put your contact on the stage.
To display only new missed calls, select the appropriate filter.
Select the current conversation in the homepage to go back to the conversation
screen.
IV.3.3 To delete one conversation log:
You can delete a conversation log if it is acknowledged.
1. Long press on the item.
2.
Delete the conversation log.
IV.3.4 To acknowledge a missed call
A conversation log is acknowledged if all events for that item are
acknowledged.
If an item is marked as a missed event, you can acknowledge the event.
1. Long press on the item.
2.
Acknowledge the event .
A single event is automaticaly acknowleged when consulting.
IV.3.5 To delete all conversations in the wall
1. Press the Android menu button.
2. Delete all conversations.
3. Confirm the deletion.
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IV.3.6 Status icons
Application is connected and fully available.
Consult the notification bar to identify the issue.
Call in progress.
Missed calls.
new voice message(s).
New instant message(s).
Callback requests
IV.3.7 Call Routing
IV.3.7.1 Select your routing profile
The call routing profiles displayed depend on your configuration and installation (main phone
and other registered devices)
1.
Open your OpenTouch profile (sliding menu).
2.
Open the routing profile management.
3. Incoming call
Select which devices will ring when you receive an incoming
call.
For example, select a profile between:
• Deskphone and mobile
• Deskphone
• Personal Computer and mobile
• Personal Computer
• Home phone and mobile
• Home phone
• Other phone and mobile
• Other phone
4. Immediate forward:
• Immediate forward to voicemail
• Immediate forward to number
• Immediate forward
5. Apply.
A specific icon is displayed on the wall when you select an immediate forward.
If you selected a routing profile with mobile not ringing, a specific status icon is
displayed.
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IV.3.7.2 Define numbers
Select or define a number to forward your calls on to.
1.
Select the edition mode.
2. Enter a phone number then apply.
3. Check that the corresponding profile is
selected.
4. Apply.
IV.3.7.3 Define user
Select or define a user to forward your calls on to.
1.
Select the edition mode.
1. Select a user in the search result (this user
must be an OpenTouch user, registered on
the same system).
2. Check that the corresponding profile is
selected.
3. Apply.
IV.3.8 Change routing profile via QR code or NFC tag
You can modify your current ringing call routing profile with any
internal deskphone which is prepared with QRcode or NFC tag. You
can find a QR code or NFC tag in a meeting room for example. One
hour after the routing change, the application will prompt the user to
keep this configuration or get back to the initial routing state.
You are facing the QR code or the NFC tag of the internal
deskphone.
1.
Open your OpenTouch profile (sliding menu).
2.
Open the routing profile management.
3. Define the new internal number by using one of the
following:
•
Scan QR Code
• Tap the NFC tag with your smartphone.
4. Apply.
Your incoming calls will ring on this new deskphone.
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IV.3.9 Presence
The colored bar under the avatar shows the contact's presence status.
Available
Busy
Be right back
Appear Offline
The OpenTouch Conversation presence status of your contact can be augmented with the
Outlook calendar presence (Exchange – depending on the system). The calendar presence of
your favorite contact is displayed in the contact card when she/he is in an Exchange meeting
with status Free, Working Elsewhere or Tentative so that I know if I can call her/him.
Depending on the system configuration, you can manage who can see your presence (See:
Manage your favorites, followers or blacklist).
Change your presence status
1.
Open your OpenTouch profile (sliding menu).
2.
Access to the presence feature.
3. Change your presence status.
4. Apply.
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IV.3.10
Contact card
A contact card represents a person.
Open a contact card by selecting a contact in the conversation Wall or in
your favorites.
A card contains 3 pages.
•
•
Page 1 is the conversation history with this contact.
Page 2 is the contact on the stage. The default number used to make a call is the
business number (action in gray is not available).
The color bar under the photo shows your contact's presence status (Available, Be right
back, Busy, Appear Offline). The Microsoft Outlook calendar presence (Exchange) of a
favorite contact, when available, is displayed in this page (depending on the configuration
of the system and the settings of your contact account).
Make a call with the default business number
Send instant message
Send SMS
Send e-mail
Make a call with the mobile number
• Page 3 is the contact details.
• Swipe right and left to navigate between the 3 pages.
From the conversation history page: you can acknowledge or delete an event or call the
contact.
1. Press on the item.
2.
Delete the conversation log.
Acknowledge the event .
Call back the contact.
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IV.3.11
Favorites
Favorites give you faster access to your preferred contacts. A favorite contact is a typically a
corporate colleague whose real-time presence you can see.
1.
Open your contact tab.
Your favorite contacts are displayed.
2. Open a contact card.
3.
Press the call icon to call your contact.
4. Search for a contact in your local contacts or in a corporate
look-up by using the search interface.
: This icon indicates a contact from your local directory.
: This icon indicates a favorite contact.
If you have other OpenTouch Conversation clients, the same list of favorites is displayed for
each client.
IV.3.12
Manage your favorites, followers or blacklist (“Privacy”)
The visibility of this feature depends on the system configuration managed by your
administrator. If the 'Privacy' option is enabled in your system, you can manage favorite
contacts who can see your presence and can start a collaboration session as instant message.
Open the contact page. The page contains three tabs:
“Contacts”, “Followers”, “Blacklist”.
•
A contact is a favorite. All favorite contacts are listed in the tab: “Contacts”. If your
favorite is a corporate colleague, you can see his or her real-time presence. You can
start a collaboration session as an instant message.
• A follower is a corporate colleague who has added you as favorite and can see your realtime presence. He or she can start a collaboration session as an instant message. All
followers are listed in the tab: “Followers”. At any time, you can discard a follower.
• A blacklisted contact is a corporate colleague who has added you as favorite but he or
she cannot see your real-time presence because you don't accept him or her as a
follower. A blacklisted contact sees your presence as offline and cannot start any
collaboration session with you. An instant message will be sent as an offline message. All
blacklisted contacts are listed in the tab: “Blacklist”.
Contact your administrator for more information.
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IV.3.12.1
Add a contact as favorite
When you tag a contact as favorite, he or she is added to the list of your favorites and a
notification as follower is sent to the contact. He or she is added to the list of your favorites. You
can see his or her real-time presence unless he or she decides to add you to the blocked
contact list.
IV.3.12.2
Accept or reject a new follower request
Select the tab: “Followers”.
A contact wants to add you to his or her list of favorites. You receive his or her notification as a
'follower' request. Each new 'Follower' request is displayed at the top of the tab: “Followers” (In
the section: “New followers”).
Accept new
followers
IV.3.12.3
Block the contact. The contact is placed in the 'Blacklist' list, sees your
presence as offline and cannot start any collaboration session with you.
When you exit the 'Folowers' tab, you accept all new followers to see your
real-time presence. A warning is displayed before acceptance. Contacts are
added to your list of followers.
Unblock a contact
Select the tab: “Blacklist”.
All blocked contacts are listed in the tab: “Blacklist”.
Unblock the corresponding contact. The contact is placed in the 'Followers'
list and sees your real-time pressence.
IV.3.13
Search a contact
1.
Open your contact tab.
2. Enter the name of your contact.
3. From the search result, select the contact you are
searching for.
4.
Call your contact.
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If the contact is not in your local directory, you can save them as a new local contact.
• Open the contact card.
• Press the Android menu button.
• Add the contact to your local directory.
The search runs immediately on local contacts (predictive search). You can base your search
on 2 strings for better results.
To perform a corporate look-up, select the specific search button.
IV.3.14
Add or remove the selected contact to your list of Favorites
Open the contact card of the caller you want to add or remove to your favorites.
Add the contact to your favorites list.
Remove the contact from your favorites list.
Visual Voice mail
IV.3.15
1.
You have unread voice messages (the number of unread
messages is displayed).
2. Open your visual voicemail.
Select the message to listen to.
3. From the selected message you can:
• Move the cursor along the play bar to go forward or
backward in the message.
•
/
•
Activate/deactivate loudspeaker.
•
Delete the message.
Pause or resume the message.
4.
Customize your voice mail.
5. Press the Android menu button:
• Delete all read messages.
• Calling voice mail.
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IV.4Conversation
IV.4.1 Set up a conversation with a contact
• You can make a call from the conversation wall, visual voicemail tab, instant
messaging tab or a scheduled meeting, if available on your system.
• You can make a call from a search on your local contacts or from a corporate look-up.
• You can make a call from the contact card (details or history).
How to set up a conversation with a contact:
1. Call directly using the displayed phone number.
2. Use different types of media for conversation (if available).
3. Call using a specific phone number from the contact card.
IV.4.2 Make a conversation by entering a number
1.
Open the keypad.
2. Enter your caller's number.
3.
Make the call.
Copy/paste is available from the keypad. You can add the number you
entered to the local directory of your mobile (new or existing contact).
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IV.4.3 Make a private call
If you enable the private call option in the OpenTouch Conversation
configuration, when you make a call by dialing the number from the native
dialer of your mobile phone, a popup lets you choose to make a business
or a private call.
Use one of the following:
• If you enable the private call option in the OpenTouch Conversation
configuration, when you make a call by dialing the number from the
native dialer of your mobile phone, a popup lets you choose to make
a business or a private call.
• Long press on the phone number allows you to make a private call.
IV.4.4 Dial from your mail device (one-shot)
This feature provides the capability to launch a single call from your main
device. When the conversation is ended, the routing profile automatically
returns to its previous state.
• Long press on the phone number to call
• Dial_from
• Main device
If you enable the private call option in the OpenTouch Conversation
configuration, this feature is available with the native dialer.
IV.4.5 Receiving a conversation
Incoming call screen of the OpenTouch application, is displayed only if the corresponding
setting is active. Otherwise, the default Android screen is used.
Answer the call.
Forward an incoming call to voice mail.
Decline the call with an instant message.
Transfer the call to another pre-defined phone number(s)
(colleague, home, …). Contact your system administrator to add
new number(s).
If you receive a call while your phone is locked, a pop-up is displayed on the page.
IV.4.6 Audio media switch from your deskphone to your smartphone via NFC
During an active call, capability to switch the audio media from your
deskphone to your smartphone via a NFC sticker located inside/on your
deskphone.
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IV.5During conversation
IV.5.1 Screen description
You are in conversation with one contact.
You are in a call with two contacts (hold or
conference).
IV.5.2 Make a second call / Switching between two calls / Transfer call to your contact on
hold / Three-party conference / Send DTMF
End the active call.
Leave the conference (the call is still active with the other participants).
Make a second call.
Put the distant on hold.
Divert the incoming voice call to a predefined number or to internal number via
QR code or NFC tag.
Mute/un-mute the conversation.
Activate/deactivate loudspeaker.
Display active or on-hold calls by swiping right or left.
Switching between two calls.
Transfer call to your contact on hold.
Setting up a conference (Three-party conference).
Release all participants from the conversation.
During the conversation, you can check information by consulting the
Conversation Wall.
Select the current conversation in the Conversation Wall to go back to the
conversation screen.
Send DTMF.
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IV.5.3 Media switch via QR code and NFC tag
When you are in conversation, you can switch the active audio media from
your smartphone to any internal deskphone prepared with QRcode or NFC
tag. You can find a QR code or NFC tag in a meeting room for example.
You can use this feature to isolate you in a meeting room. When the
conversation is ended, the routing profile automatically returns to its
previous state.
During a conversation, you are facing a QR code or the NFC tag of the internal deskphone.
Define the new internal number by using one of the following:
• Tap directly the NFC tag with your smartphone.
•
Divert the incoming voice call by scanning the QR code.
IV.5.4 Receiving a second call (according system configuration)
During a conversation, another person is trying to call you Name or no. of the caller
displayed for 3 seconds.
You are alerted by a notify ringtone (native notify ringtone defined in Android settings).
Answer the call.
Forward an incoming call to voice mail.
Decline the call with an instant message.
Transfer the call to another pre-defined phone number(s) (colleague, home, …).
Contact your system administrator to add new number(s).
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IV.6Instant Messaging
IV.6.1 Start an instant message
An instant message is a type of conversation which offers real-time text transmission with your
contact.
You start an instant message like other conversation from a contact card.
IV.6.2 Receive an instant message
If you are online, you receive instant messages on the Wall.
If you are offline, you receive an instant message as a missed event in
the wall. Open the history of your contact to see the missed instant
message.
IV.6.3 During conversation
Send message.
Send emoticon.
Call the participant (audio answer).
Add a participant to the conversation.
Display the list of participants. From the list you can also open the contact
card of a participant.
Drop a participant.
Exit session when you are the last one in the session.
Exit session when both parties are connected (menu android).
During the conversation, you can check information by consulting the
Conversation Wall.
Select the current conversation in the Conversation Wall to go back to the
conversation screen.
During a conversation, export the text of the conversation by using the Android
menu.
Export the text of the conversation.
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From a group chat, if you want a private chat with one participant, you need to create a new IM
session with only this participant.
IV.6.4 Export an Instant Message
You can export the text of a conversation, to copy it into an email for example.
1. Export chat:
• Use the Android menu during the conversation.
•
Use the copy icon when the conversation is
ended (past even from conversation history).
The content of the conversation is copied into the
clipboard.
2. Paste the text into another application like email
(long press on a text box).
Instant messaging feature can be deactivated by administrator if your system is using a third
party instant messaging server.
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IV.7Meeting
IV.7.1 Create a meeting
Select the meeting tab.
Create a new meeting.
Select the type of meeting (scheduled or reservation less) and fill in the various
appointment fields.
Define a recurrence pattern if required (none, daily, weekly, monthly)
Manage leaders and participants of the meeting.
▪
Add a new leader/participant.
A meeting leader can add or remove a participant, share a document, and
cancel the meeting (depending on the OTC client).
Remove a participant by a long press on it.
Manage a profile and password of the meeting.
Choose a predefined profile for the meeting:
• Meeting: use for interactive business meetings. All licensed features are
available
• Webinar: use for a Web presentation (large events). Participants only hear
and see the Web presentation of leaders
• Training: use for a teacher-student scenario. All licensed features are
available. The session ends when the teacher hangs up (leader)
• Conference call: use for a voice only conference.
Secure access to the meeting
• You can define a password for an audio meeting (digits only). In this case,
an external user has to enter the password to join the audio meeting
• You can define a password for an online meeting. In this case, an external
user has to enter the password to join the web meeting.
Depending on the system configuration, you may need to follow a password
policy ( consult the password policy).
Confirm the meeting.
Scheduled meetings and non-reservation meetings are sorted by date in two separate sections.
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IV.7.2 Manage an existing meeting: send invitation, modify, delete
Future scheduled meetings are displayed on the conversation wall. Scheduled meetings and
non-reservation meetings are sorted by date in two separate sections.
1.
Open the meeting details from the conversation wall or the meeting tab.
Subject, start and end dates, duration, recurrence if any, owner, participants (with
leader and participant information), calling number and SIP URI information, Access
code and password (optional) are displayed in this page. The URI is the network
identifier of your caller's telephone. Numbers and SIP URI can be used to join the
meeting.
2. From this page, you can:
Send an email containing all the information needed to join the meeting to
invite additional people for example. As a leader, a pop-up about leader
access code security will be displayed.
Modify a future meeting.
Delete a future meeting.
IV.7.3 Start meeting
The badge becomes purple five minutes before the conference starts.
There are 3 ways to join a live conference:
•
•
From the conversation wall, select the corresponding badge to join the conference.
From the conference details, select the corresponding action at the bottom of the
screen.
• From your email client, select the link in the invitation you have received by email.
From another set, dial directly the number or the SIP URI to join the meeting. Enter access code
and password if necessary. Follow instructions.
Display the real-time list of participants during conference.
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IV.8 Smartwatch
You can use the OpenTouch Conversation with your smartwatch.
You are notified directly on your smartwatch when you receive a new event.
From your smartwatch, connected to a Bluetooth headset, you are able to:
• Answer an incoming call.
• Forward an incoming call to voice mail.
• Call back the last missed call from history.
• Play the last voice mail.
• Display the new instant message and call the contact of the message.
• Join a meeting.
IV.8.1 Before using the smartwatch
Before using your smartwatch, your smartwatch has to be paired with the smartphone running
the OpenTouch Conversation application. 'Android Wear – Smartwatch’ application has to be
downloaded on smartphone. You smartphone and smartwatch have to be synchronized.
1.
Open your OpenTouch profile (sliding menu).
2.
Access to settings.
3. Open settings: User preferences
4. Select the smartwatch option
: This icon is displayed on user banner when
smartwatch option is enable.
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IV.8.2 Receiving a call
Answer the call.
Forward an incoming call to voice mail.
IV.8.3 Missed calls
Select the notification on the smartwatch to open the list of
missed calls.
Call back the last missed call.
IV.8.4 Voice mail
Play the last voice mail.
IV.8.5 Instant messages
Call the sender of the instant message.
Exit the conversation.
IV.8.6 Meeting
When your are invited to new scheduled/reservationless
meeting, your are notified on your smartmatch
When the scheduled/reservationless meeting starts, you are
notified on your smartwatch
Open the details of the meeting
Join the meeting.
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The information presented is subject to change without notice. ALE International assumes no
responsibility for inaccuracies contained herein. Copyright© ALE International 2017.
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