Quick Reference Guide UNIVERGE UCaaS UC Client

Quick Reference Guide UNIVERGE UCaaS UC Client
Quick Reference Guide
UNIVERGE UCaaS UC Client
Status Dropdown
Set your status / Change preferences / Exit
Voice mail
Be notified of any voicemails
Message of the Day
Set a 140 character message of the day
Missed Calls
View your missed calls
Call control
Access your calls / swap between active calls
Quick Set Preferences
Access your quick profiles (set in preferences)
Contacts Status
Is the contact available to communicate?
Do Not Disturb
Check if your phone is set to Do Not Disturb
Contacts Message of the day
Your contact’s message of the day
Soft phones
See the status of your soft phone
Contacts location
Where is your contact?
Search
Enter text to search or numbers to dial
Search
View your last Search results
Contact List management
Manage the current list of contacts
Call History
Search your call history
Dial a contact
Call the person from your selected phone
Contact List
Access your contact lists
Send an Instant Message
Click to send and Instant message
Get more information
Navigate menus / redial / directory / volume
Configuration
When first installed the UNIVERGE 3C UC client needs to be told where to
connect to the Corporate UNIVERGE 3C Server.
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In the Configuration URL enter http://___________________
Press Submit.
If presented a choice of clusters, choose UNIVERGECLOUD
Click Connect.
Logging in
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Enter your username _________________________________
Enter you password: _________________________________
Click Remember me if desired.
Click Sign in.
Configuring your SMP softphone (Optional)
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From the UC Client click the status drop down
Click Preferences.
Click the Soft Media Phone tab button.
For the Address Set 1: Address enter
http://_____________________________________________
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For Transport select __________________________________
For Port enter_______________________________________
Select your preferred Audio device from the list
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I
f you wish to use video, select your video device from the list.
Click Save.
Once configured you will see a check on the Soft Media phone icon.
Presence Status
Tab conversations
One tab per conversation
Your Video
What the other party sees
Current Conversation
Your conversation
Video Control
Start/Stop video, resize
full-screen
View Conversation History
Click to search previously sent messages
Other party
The other person’s video
Your presence automatic reflects what you
are doing (Online) or you can manually
choose from one of the following by clicking
on the status drop down
Online
Away
Be Right Back
Busy
Control your fonts
Choose which fonts to use for your messages
Out To Lunch
Out Of Office
Click to dial
Click to call the person you are chatting with
Your Message
Type your message here
In a Meeting
Appear Offline
Auto Attendant: ________  Voice Mail: _________
Dial _______ to access your voicemail
Dial _______ to access your voicemail
Forward your phone to voicemail (first time)
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From the UC Client click the status drop down
Click Preferences.
Click the forwarding arrow
at the top of the screen.
Click create forwarding now.
Enter the name “voice mail” and click the search
icon.
Select how long you want it to ring before going to voicemail.
Click OK. - Click Save.
Time based call forwards
UNIVERGE 3C allows you to decide the times/days a call forward is valid.
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From the UC Client click the status drop down
Click Preferences.
Click the forwarding arrow
at the top of the screen.
Click Modify on the call forward profile you want to change.
Click the “right” arrow
Select the days and times you want this forwarding active.
Click the “right” arrow
Select the dates you want the call forwards active for.
Dual ring
By default all of your 3C extensions ring, but you can also have it ring
external numbers as well.
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From the UC Client click the status drop down
Click Preferences.
Click the forwarding arrow
at the top of the screen.
Click Modify on the call forward profile you want to change.
Click New Destination.
Enter the number you wish it to ring in +61392621111 format.
Set the duration to “immediately”.
Ensure you click continue to off the call so your 3C phones
continue to ring.
Preferences
Call waiting
The preference screen gives you access to a wide range of settings and
features that allow you customise you communications experience.
By default UNIVERGE 3C allows for you to handle 4 concurrent calls. You
will hear a tone to tell you that have a call waiting, you will also get a
separate call control strip for each call.
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From the UC Client click the status drop down
Click Preferences.
Setting your location
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In the preferences dialog, click My Profile.
Enter your location.
Changing your active phone settings
UNIVERGE 3C allows you to choose which of your phones you can answer
a call on (active). Note you will always be able to initiate a call regardless
of this setting.
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From the UC Client click the status drop down
Click Preferences.
Click the phone icon.
Choose the phones you want to be Active.
Choose the phone you want to be the default.
Click Save.
Call Control
When on a call you will see a strip like the following appear in the UC
Client.
Dial pad (only on soft phone calls)
Record the call (if allowed)
UNIVERGE 3C allows you to set call forwards based on your status.
From the UC Client click the status drop down
Click Preferences.
Click the forwarding arrow
at the top of the screen.
Click Modify on the call forward profile you want to change.
Click Presence.
Click Only forward when your presence is.
Choose the presence states you want.
Click Save.
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Create a new contact list
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Click on any contact list.
Click the contact list management button
Select Add List.
Quick Set Profiles
Quick set profiles allow you to quickly set your presence and presence
notes, and which phones are active.
1. From the UC Client click the status drop down
2. Click Preferences.
3. Click Quick Set Profiles.
4. Click Create New.
5. Enter a Name.
6. Choose your presence status from the list.
7. Enter a presence note if desired
8. Select the devices that you want to ring (active)
9. Click save.
straight from the home screen.
You can now choose the quick profile
Hold / un-hold the call
Transfer the call to another party
Hang-up the call
Swap the call to another phone.
When someone calls you the UC Client will notify you of the incoming call
(regardless of which devices are ringing).
1. From the UC Client click the status drop down
1. Click Preferences.
2. Click Alerts.
3. Choose an “Audible Call Notification” from the list, or choose
your own from your music collection.
Exiting the UC Client
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From the UC Client click the status drop down
Select Exit.
Getting Help
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Auto Attendant: ________  Voice Mail: _________ 
Enter part of the person’s name in the search box and hit
enter.
Click the Add contact to contact list button.
Choose the list you want to add the contact too.
UC Client Ring Tone
Forward based on my status
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Add a contact to your list
From the UC Client click the status drop down
Select Help.
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