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Table Of Contents
How to Select Lines to Control
Select Your Cisco IP SoftPhone Line
How to Use the Main Dialing Window
Use the Context-Sensitive Button Bar
Dial from the Online Directories
Send an Incoming Call to Voice Mail
Forward All Calls to Voice Mail
How to Start an Audio Conference
Add Participants to a Conference
How to Play .wav Files with Cisco IP SoftPhone
Stop a .wav File During a Call
How to Use the Dialing Directories
How to Set Call Control Options
How to Configure Directory Settings
How to Configure Dialing Rules
How to Configure Audio Settings
Configure Advanced Voice Settings
Configure Frequency Processing
Configure Network Audio Settings
How to Configure Advanced Settings
How to Use Cisco IP SoftPhone
The following sections describe how to use the Cisco IP SoftPhone application to place, receive, and control calls from your PC:
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How to Select Lines to Control
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How to Select Lines to Control
The first time you launch Cisco IP Phone, a dialog box appears for you to select the line(s) your system administrator has assigned to you on the Cisco CallManager. Or, you can use this procedure to select the line(s).
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
Each line that you select must have a unique phone number. You cannot control multiple lines that share the same phone number.
Note
Step 5
When the lines connect, the main dialing window displays.
Related Topics
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Select Your Cisco IP SoftPhone Line
If you have multiple lines configured for you on the Cisco CallManager, you may see two types of entries in the Select Lines window:
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Cisco Line: [SEP003049C2B80F][52222]•
Cisco Line: [CTIPJSmith][52222]Use Table 3-1 to determine which line to select for your use with Cisco IP Phone.
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Note
Related Topics
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How to Use the Main Dialing Window
The main dialing window, shown in Figure 3-1, contains call blocks, icons, and buttons you can use to answer, place, and control calls.
Table 3-2 defines components of the main dialing window. These sections describe how to use the controls in the main dialing window:
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Figure 3-1 Main Dialing Window
Table 3-2 Components of the Main Dialing Window
Handset
Click the handset to go off-hook, depending on the current call state.
Dialing box
This is where you enter phone numbers when you place a call.
See "How to Place a Call" section for details on how to use the dialing box.
Icon bar
Click these icons to access your voice mailbox, dialing directories, configuration settings, call log, Virtual Conference Room, keypad, volume controls, and online help.
See "Use the Icon Bar" section for more details.
Exit button
Click this button to close the main dialing window and exit Cisco IP SoftPhone.
See "How to Exit Cisco IP SoftPhone" section for more details.
Line(s)
Display(s) on your Cisco IP SoftPhone above your line buttons.
Line buttons
Click these buttons to select a line when you place a call. The line buttons display the phone numbers you currently control with Cisco IP SoftPhone.
See "Use Line Buttons" section for details on how to use the line buttons.
Call block
Displays the call destination, length of call (in hh:mm:ss format) and call status for all calls.
See "How to Use the Call Log" section for more details.
Context-sensitive button bar
Click these buttons to access call control functions that are relevant to the current call state.
See "Use the Context-Sensitive Button Bar" section for more details.
Speaker volume control
Drag the slider on this volume control to increase or decrease the volume of your speakerphone.
See "Adjust the Speaker Volume" section for more details.
Dialing pad button
Click this button to hide or display the online dialing pad.
See "How to Place a Call" section for more details.
Play messages button
Click this icon to plays voice mail for the currently selected line.
Microphone volume control
Drag the slider on this volume control to increase or decrease the volume of your headset microphone.
See "Adjust the Microphone Volume" section for more details.
Microphone mute button or icon
Click this button to mute the microphone. The person on the line cannot hear what you say.
See "Adjust the Microphone Volume" section for more details.
Online dialing pad
Click the buttons in the online dialing pad to dial telephone numbers.
See "Dial from the Online Keypad" section for more details.
Microphone volume control
Drag the slider on this volume control to increase or decrease the volume of your headset microphone.
See "Adjust the Microphone Volume" section for more details.
Handset button
Click this button to hide or display the handset image.
See "Use the Icon Bar" section for more details.
OffHook soft key
Part of the Context-sensitive button bar.
See "Use the Context-Sensitive Button Bar" section for more details.
Redial soft key
Part of the Context-sensitive button bar.
See "Use the Context-Sensitive Button Bar" section for more details.
Use the Icon Bar
Table 3-3 describes the icons in the Cisco IP SoftPhone icon bar.
Table 3-3 Cisco IP SoftPhone Icons
Voice Messages icon. Turns red when you have a voice mail message. Also provides access to your voice mailbox.
See "How to Use Voice Mail" section for more details.
Dialing Directories icon. Displays the dialing directories available for use with Cisco IP SoftPhone.
See "How to Use the Dialing Directories" section for more details.
Settings icon. Displays the Settings dialog window to select lines, edit the dialing directories, change audio configurations and change collaboration settings.
For more details, see:
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Collaboration icon. Invokes a desktop collaboration session to use Virtual Conference Room.
See "How to Use Virtual Conference Room" for more details.
Call Log icon. Displays the Call Log with a history of the calls you placed or received. You can place a call to an entry in the Call Log. You can also delete all entries in the Call Log.
See "How to Use the Call Log" section for more details.
Keypad icon. Displays or hides the online keypad to dial phone numbers.
See "Dial from the Online Keypad" section for more details.
Volume Settings icon. Displays controls to adjust the speaker, microphone, ring, and wave file volume.
See the "Adjust Volume Controls" section for more details
Help icon. Displays the online help system for Cisco IP SoftPhone.
Use the Context-Sensitive Button Bar
The context-sensitive button bar and button names change, depending on the current call state.
Table 3-4 describes the buttons in the context-sensitive button bar.
Use Line Buttons
The line buttons in the main dialing window display the phone numbers of the lines you currently control with Cisco IP SoftPhone. When a Cisco IP Phone device terminates lines, a phone icon displays; when your computer (for example, stand-alone phone mode) terminates lines, a PC icon displays. If you have multiple phone lines assigned to you, press a line button to select the line you want to use for outgoing calls.
If the call arrives on a line other than the selected line, the focus automatically changes to the incoming call. To accept the call, click the Answer button. To accept the call on a Cisco IP Phone, lift the handset and press the appropriate line button.
Change the Display
When you first start the Cisco IP SoftPhone, the main dialing window appears in the full-view mode. The full-view mode includes a handset image and dialing pad to provide the familiar look and feel of a telephone. However, you do not need to use the handset and keypad to place and receive calls with Cisco IP SoftPhone. Once you are familiar with the Cisco IP SoftPhone interface, you can hide these features so the main dialing window takes up less space on your desktop.
To hide the handset and/or keypad, click the handset button and/or dialing pad button. The main dialing window then appears.
Adjust Volume Controls
The speaker and microphone controls in the main dialing window adjust the volume of the currently active voice receiver: the computer headset, computer handset, or the computer speaker. You can also use the volume settings icon in the icon bar to adjust these settings, as well as to adjust the ring and .wav file volume.
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Related Topics
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Adjust the Speaker Volume
If you are in full-view mode, use your mouse to drag the speaker volume controls to set the desired volume.
If you are not in full-view mode, click the volume control icon in the icon bar to access the volume controls. See Table 3-5 for a description of the volume controls. Use your mouse to drag the volume bars up and down to set the desired volume.
To mute the speaker, click the Mute checkbox beneath the speaker volume control.
Adjust the Microphone Volume
Use your mouse to drag the microphone volume controls to set the desired input sensitivity (volume) of the computer microphone or headset microphone. To mute the microphone, click the Mute button or icon. To locate the Mute button or icon, see Table 3-6. The button and icon turn red to indicate that the microphone is muted. To turn muting off, click the button or icon again.
Table 3-6 Mute Button and Icon
In full-view mode, this Mute button is located below the Play messages button.
This Mute icon is located to the left of the Dialing pad button.
To adjust the microphone volume, use the volume settings icon. Click the volume settings icon in the icon bar to access the volume controls. Use your mouse to drag the microphone volume bar up and down to set the desired volume. To mute the microphone, click the Mute checkbox beneath the microphone volume control.
How to Place a Call
Procedure
Step 1
The call block for that line displays.
Step 2
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See the "Dial from the Online Keypad" section for more details.•
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See the "Dial from the Online Directories" section for more information.•
See the "Dial the Last Number Dialed" section for more details.•
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When the call connects, the context-sensitive button bar displays buttons that enable you to perform additional call functions. See Figure 3-2.
Figure 3-2 Call Options
Related Topics
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Dial from the Online Keypad
To provide the familiar look and function of a telephone keypad, Cisco IP SoftPhone includes an online keypad for you to dial calls. Simply click your mouse on the numbers you want to dial and then click the Dial button. Use of the online keypad is optional.
Procedure
Step 1
Step 2
Step 3
If the online keypad is not open, click the keypad icon in the icon bar.
Step 4
The call automatically connects once you enter the digits.
Dial from the Online Directories
With Cisco IP SoftPhone, you can focus on names rather than numbers and place calls through your public and personal online directories.
Procedure
Step 1
Click the Directories icon.
The Directories window opens.
Step 2
The directory list displays the name, phone number, and e-mail address for each person in the directory.
Tip
Step 3
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Related Topic
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Dial the Last Number Dialed
Click the Redial button to automatically redial the last number dialed. Or, to redial a recent called number, choose it from the destination drop-down list box and click the Dial button. Cisco IP SoftPhone keeps a list of the last 15 dialed numbers.
How to End a Call
Click the End Call button to disconnect a call.
If you use Cisco IP SoftPhone with a Cisco IP Phone, put the phone on-hook to end a call.
How to Answer a Call
Click the Answer button to answer an incoming call.
When you have an incoming call, the context-sensitive button bar displays buttons that enable you to answer, redirect, send the call to voice mail, or ignore the call. See Figure 3-3. You can also configure Cisco IP SoftPhone to automatically answer the phone. See the "Answer a Call Automatically" section for more details.
If you receive an incoming call while you are already in a call, click the Answer button to place the current call on hold and answer the incoming call. Otherwise, use any of the other calling options that are presented to you on the context-sensitive button bar to handle the incoming call.
Additionally, if you use Cisco IP SoftPhone to control a Cisco IP Phone, to answer an incoming call, simply pick up the handset or use any answering method supported by the physical phone.
Figure 3-3 Call Answer Options
Related Topics
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Redirect an Incoming Call
Click the Redirect button to send an incoming call to another number without any interaction with the caller. The cursor moves to the dialing box where you can type the number to which you want to Redirect the call. Press the Send Call button on the Cisco IP SoftPhone, or Enter on your computer keyboard after you type the number.
Another way to Redirect an incoming call is to drag the number to which you want to Redirect the call from the directory to the dialing box.
Send an Incoming Call to Voice Mail
Click the Voice mail button in the context-sensitive button bar to automatically send an incoming call to voice mail without interaction with the caller. If you have not configured a voice mail destination through the Settings menu for Cisco IP SoftPhone, you are prompted to enter the voice mail box destination.
Related Topic
Ignore an Incoming Call
Click the Ignore button in the context-sensitive button bar to automatically send an incoming call to voice mail without any interaction with the caller.
Answer a Call Automatically
Use this procedure to configure Cisco IP SoftPhone to automatically answer incoming calls and play a .wav file to the caller.
Procedure
Step 1
Click the Settings toolbar icon.
This opens the Settings dialog window.
Step 2
By default, the number of rings is set to one.
Step 3
Step 4
Tip
Step 5
Related Topic
How to Place a Call on Hold
To place an active call on hold, click the Hold button in the context-sensitive button bar, or if you control a Cisco IP Phone, the Hold button on the phone base.
While the call is on hold, caller information, and the time on hold are displayed in the call block.
To retrieve a call on hold, press the Resume button in the context-sensitive button bar, or the Resume key on the Cisco IP Phone.
To place an active call on hold so you can receive an incoming call, click the Answer button.
How to Transfer a Call
Call transfer allows you to send an existing call to an internal or external extension.
These sections describe two ways you can transfer a call with Cisco IP SoftPhone:
Perform a Consult Transfer
In a consult transfer, also called an attended transfer, you place a consultation call to the intended recipient before you transfer the call.
Procedure
Step 1
Step 2
Step 3
Step 4
When the transfer is complete, both the original and the consultation call are removed from your screen.
Perform a Direct Transfer
In a direct transfer, also called an unattended transfer, you immediately transfer the original call to the destination without a consultation call.
Procedure
Step 1
This opens a transfer dialing box.
Step 2
Step 3
When the transfer is complete, both the original and the consultation call are removed from your screen.
How to Use Voice Mail
These sections help you use the voice mail features of Cisco IP SoftPhone:
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Configure Your Voice Mailbox
Before you can access your voice mail with Cisco IP SoftPhone, you must configure the number for your voice mailbox.
Procedure
Step 1
Click the Settings toolbar icon.
This opens the Call Control tab.
Step 2
Step 3
Related Topics
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Check Voice Mail
When you have a voice mail message, the messages icon in the icon bar turns red until you check your messages as described in the following procedure:
Prerequisite
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Procedure
Step 1
Click the voice mail message icon.
A pop-up dialog box appears with the lines that have voice mail.
Step 2
Cisco IP SoftPhone automatically dials your voice mailbox.
Step 3
Tip
Related Topics
Forward All Calls to Voice Mail
Use this procedure to automatically forward all calls to voice mail.
Prerequisite
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Procedure
Step 1
Click the Settings toolbar icon.
This opens the Call Control tab.
Step 2
Step 3
To remove call forward:
Step 1
Step 2
Related Topics
How to Start an Audio Conference
To set up audio conference calls with Cisco IP SoftPhone, use the Conference button in the context-sensitive button bar, or drag a directory entry onto the call block of an active call. The name of each user who has agreed to join the conference appears in the Cisco IP SoftPhone roster display.
Procedure
Step 1
Step 2
Step 3
Tip
Step 4
Step 5
Repeat steps 3 through 5 to add additional participants to the conference. A maximum of six may participate in an audio conference.
Related Topics
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Add Participants to a Conference
You may add participants to an audio conference call at any time, even while a collaboration session is in progress. The new participant joins both the audio and data portions of the conference. The most current data from the collaboration session is displayed on the new participant's PC. A maximum of six participants are allowed in any given conference.
Procedure
Step 1
See "How to Start an Audio Conference" section
Step 2
Tip
Step 3
Step 4
When the audio conference call is active, the caller ID for each participant is displayed in the main dialing window. A maximum of six participants are allowed in any given conference.
Related Topic
Leave a Conference
To leave an audio conference at any time, click the End Call button in the context-sensitive button bar. When you exit from an audio conference, Cisco IP SoftPhone removes your name from the roster.
How to Play .wav Files with Cisco IP SoftPhone
When you use the Cisco IP SoftPhone as a stand-alone IP phone, you can play pre-recorded audio files (.wav) files to callers in the form of a customized greeting or during a call. You can also use the Microsoft Windows Sound Recorder application to create files.
These sections help you play .wav files with Cisco IP SoftPhone:
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Use Auto-Greet Mode
You can configure Cisco IP SoftPhone to automatically play a predetermined .wav file to the caller.
Step 1
Click the Settings toolbar icon.
This opens the Call Control tab.
Step 2
Step 3
Step 4
Related Topic
Play a .wav File to a Caller
If you use Cisco IP SoftPhone as a stand-alone application, you can play a .wav file to the caller at any time during the course of the call. The .wav file also plays simultaneously on your PC. Only one file may play at a time.
Procedure
Step 1
Step 2
Step 3
Step 4
The .wav file is played to the caller.
Related Topics
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Stop a .wav File During a Call
To stop a .wav file while it plays to a caller, click Stop Playing Wave File from the Cisco IP SoftPhone floating menu.
How to Use the Dialing Directories
Cisco IP SoftPhone integrates with the directory service on Cisco CallManager. System administrators set the name of this directory when they configure your network for Cisco IP SoftPhone.
Additionally, the Cisco IP SoftPhone provides a personal directory for you to store directory entries that are not available in the corporate or public directories. Cisco IP SoftPhone always searches your personal directory first before it looks up an entry in the public directories. It also integrates with other private directories like those implemented by the various email clients.
These sections help you configure and use the dialing directories:
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Add a Directory Entry
To add entries to your personal directory, drag an active call into the directory or add the address through the Add/Edit Directory Entry dialog window.
Tip
Procedure
Step 1
Click the Directories toolbar icon.
Step 2
Step 3
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Table 3-7 illustrates the entries in the Add/Edit Directory Entry dialog window.•
Do you want to add this destination to the address book?•
Step 4
The name, number, and e-mail address that you entered now appears in the Directories dialog window. To dial that person, simply select the directory entry and click Dial.
Related Topics
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Delete a Directory Entry
Use this procedure to delete names from your personal directory.
Note
Procedure
Step 1
Click the Directories toolbar icon.
Step 2
Step 3
Step 4
A confirmation dialog window displays:
Are you sure you want to delete this person from the directory?Step 5
The application removes the entry from the Directories dialog window.
Related Topics
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Edit a Directory Entry
Use this procedure to edit directory entries in your personal directory.
Procedure
Step 1
Click the Directories toolbar icon.
Step 2
Step 3
This opens the Add/Edit Directory Entry dialog window.
Step 4
Step 5
Related Topics
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Search for a Directory Entry
You can use the filter box to narrow the list of names displayed in the directory. Type the first few characters of the name of the person you want to call, and click the Find button.
How to Use the Call Log
Use Call Log to perform the following tasks:
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Procedure
Step 1
Click the Call Log icon.
The Call Log displays a history of the calls that you have placed, missed or answered. The logs lists your 100 most recent entries, in the order of most recent calls first. Table 3-8 shows the information stored in Call Log.
Step 2
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How to Set Call Control Options
Use the Call Control tab to specify how you want Cisco IP SoftPhone to answer calls.
Procedure
Step 1
Click the Settings toolbar icon.
This opens the Call Control tab.
Step 2
Step 3
How to Configure Directory Settings
Use the Directories tab in the Settings dialog window to specify the location of the Cisco CallManager (LDAP) directories you want Cisco IP SoftPhone to use when doing name completion lookups.
These procedures help you configure directory settings:
Add a Directory
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
The Directory Service dialog window opens.
Step 4
If you need help, see your system administrator.
Step 5
The Directories tab will redisplay showing the directory name you just added.
Related Topics
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Remove a Directory
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
The directory is removed from the list of directories.
Caution
Related Topics
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Edit a Directory
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
Step 5
Related Topics
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How to Configure Dialing Rules
Caution
Note
System administrators use the Dialing Rules tab in the Settings dialog window to set up dialing rules for Cisco IP SoftPhone. Dialing rules tell Cisco IP SoftPhone how to prefix the phone numbers so the Cisco CallManager can properly route them. The dialing rules apply only when you use Cisco IP SoftPhone to initiate a call; they do not apply to numbers dialed on the Cisco IP Phone.
Dialing rules are maintained in the dialing rule list in the order you created them. Dialing rules are searched from the top of the dialing rules list to the bottom of the list. When the search finds a match, that dialing rule is used.
Tip
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
The Dialing Rule dialog window opens.
Step 4
Step 5
Step 6
Step 7
Examples
Table 3-12 shows the dialing rule settings for the following three scenarios:
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How to Configure Audio Settings
The Audio setting allows you to change settings that control the audio reception and transmission for Cisco IP SoftPhone.
Use the Audio settings to:
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Adjust Your Volume Settings
You can adjust your volume settings from the Audio tab. This is similar to the way you adjust them from the main dialing window (see the "Adjust Volume Controls" section.)
Note
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Volume controls display as shown in Table 3-13.
Step 4
Step 5
Configure Your Voice Settings
You can configure your voice settings in the following ways:
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Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
Configure Advanced Voice Settings
Use the Advanced Voice Settings option to:
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Change the Jitter Buffer Size
Jitter buffer size impacts how you receive audio. The larger the jitter buffer size, the smoother the audio reception. However, larger jitter buffer size increases the audio delay.
Cisco IP SoftPhone supports a dynamic configuration of jitter buffer size. With dynamic configuration enabled, Cisco IP SoftPhone automatically adjusts the jitter buffer size per call depending on your PC and network conditions. With dynamic configuration enabled, the jitter buffer size is not used.
If your sound quality requires some adjustment, you can disable the dynamic configuration and change the jitter buffer size. To smooth out the audio on your Cisco IP SoftPhone, increase the jitter buffer size. To reduce any delay in the audio, decrease the jitter buffer size.
Configure Frequency Processing
Cisco IP SoftPhone allows you to set the frequency processing to sharpen the audio and to improve the sound quality of your phone calls. Post-processing handles audio reception and pre-processing handles audio transmission.
Cisco IP SoftPhone's default setting for frequency processing uses parameters from the ITU (International Telecommunications Union). Try the various parameters (None, ITU and Telecaster) and see which sound quality works for you and your callers. If you find the audio too sharp, you may want to change the post-processing and pre-processing to None.
Perform the following steps to adjust the audio quality of your Cisco IP SoftPhone:
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Table 3-15 Configure Advanced Voice Settings
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Enable dynamic jitter buffer is the default configuration. With this configuration, the Jitter Buffer Size field is inactive.
If your sound quality requires some adjustment, you can disable the dynamic configuration and change the jitter buffer size. For example, to smooth out the audio on your Cisco IP SoftPhone, increase the jitter buffer size; to reduce any delay in the audio, decrease the jitter buffer size.
To change the jitter buffer size:
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This setting is used for audio reception.
Cisco IP SoftPhone's options for frequency post-processing parameters are:
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Try the various parameters and see which sound quality works for you and your callers. For example, if you find the audio too sharp, try the post-processing frequency set to none.
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This setting is used for audio transmission.
Cisco IP SoftPhone's options for frequency pre-processing parameters are:
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Try the various parameters and see which sound quality works for you and your callers. For example, if a caller says that your voice sounds too sharp, change the pre-processing frequency to None.
Table 3-16 Jitter Buffer Size
Windows 95/98/ME/NT
120 ms
180 - 360 ms
Windows 2000/XP
40 ms
60 - 180 ms
Choose Your Ringer Settings
You can configure the ringer settings as described here:
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Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
Set Network Audio Settings
Cisco IP SoftPhone 1.2 and later includes network audio settings that allow you to perform the following tasks:
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You may experience one-way audio as result of one of the following conditions:
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Note
Configure Network Audio Settings
Before You Begin
Determine whether you have multiple NICs on your PC or whether you use a VPN or NAT to connect to your corporate network.
Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Table 3-18 describes how to configure the Network Audio Settings.
How to Configure Advanced Settings
Use the Advanced tab in the Settings dialog window to perform the following tasks:
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Procedure
Step 1
Click the Settings toolbar icon.
Step 2
Step 3
Step 4
Table 3-19 How to Configure Advanced Settings
User Name and Password
Enter your Cisco CallManager UserName and Password here.
Note
Primary CTI Manager and Backup CTI Manager
If your system administrator installed Cisco IP SoftPhone from a self-executable file, the Primary CTI Manager and Backup CTI Manager fields are automatically filled in.
Enter the IP address of the Primary CTI Manager server and (optionally) the IP address of your Backup CTI Manager server.
Caution
Note
Select Lines
Click Select Lines... to select the IP phone line(s) you want to control.
See "How to Select Lines to Control" section for more details.
Collaboration Setting
Enable the Virtual Conference Room option to use the collaboration features of Cisco IP SoftPhone. Enable the NetMeeting option to use the video collaboration features of Microsoft NetMeeting. You must restart Cisco IP SoftPhone to make these changes take effect.
Languages
Choose the language in which you want to run Cisco IP SoftPhone. You must restart Cisco IP SoftPhone for any changes to take effect.
