Bria 4 for Windows User Guide Enterprise Deployments
CounterPath Corporation CounterPath Corporation Suite 300, One Bentall Centre 505 Burrard Street, Box 95 Vancouver, BC V7X 1M3 Tel: 604.320.3344 sales@counterpath.com www.counterpath.com © August 2014 CounterPath Corporation. All rights reserved. This document contains information proprietary to CounterPath Corporation, and shall not be used for engineering, design, procurement, or manufacture, in whole or in part, without the consent of CounterPath Corporation.
Contents Introduction................................................................................................................................ 1 Installation and Setup................................................................................................................. 3 Starting Bria ......................................................................................................................... 3 Configuring Bria ...................................................................
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1 Introduction Read this manual if you are working in an enterprise and you have a system administrator. It is assumed that your system administrator has either configured Bria on your behalf or has give you instructions on configuring it yourself. If you are not working in an enterprise, read the user guide “Using Bria 4 for Windows – for Retail Deployments”.
CounterPath Corporation • • Acoustic echo cancellation, automatic gain control, voice activity detection. Support for the following audio codecs (not all these codecs are included in the retail brands): Broadvoice-32, G.711aLaw, G.711uLaw, G.722, G.729, iLBC, OPUS, SILK narrowband, SILK wideband, SILK super-wideband, Speex, Speex Wideband. • Support for the following video codecs: H.263, H.263+ 1998, H.264, VP8. • Support for these firewall traversal solutions: STUN, TURN, or ICE.
2 Installation and Setup 2.1 Starting Bria First-time Startup If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. The Bria Login dialog appears with the Profile set to “Enter your Configuration Server’s details”. 1. Set the profile to the value specified by your system administrator. Typically: • • 2. I will manually input my account configuration: Used if you will manually configure Bria, as described below.
CounterPath Corporation 2.2 Configuring Bria Setting up Accounts Read this section if your system administrator advises you that you must either configure Bria or complete the configuration. (If your administrator advises you that configuration is already done, go to “Populating your Contact List” on page 5.) Set up the SIP Account 1. When the softphone appears, click the Go to Account Settings link. The SIP Account window appears. 2. Set up the first SIP account as instructed by your administrator. 3.
Bria 4 for Windows User Guide – Enterprise Deployments Populating your Contact List Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files. You can bring in contacts from other sources: • • • From a file such as a vCard or comma-separated-values (CSV) file. See page 55. From your Microsoft® Outlook® address book. See page 81. From a corporate directory, if your system administrator has set one up. See “Directory Tab” on page 71.
CounterPath Corporation • • During a call that you place or receive, you can add the other party to your contact list. See “Handling an Established Call” on page 17. You can add addresses to the Contact list one by one. See page 57. For general information on contacts, see page 53. 2.
Bria 4 for Windows User Guide – Enterprise Deployments 2. Click Export Keys. The dialog appears asking which file to save the keys. 3. Name a file, and click Save. Bria creates a text file with all the keys listed. 4. Transfer the text file to a new computer. 5. On the new computer, start Bria and choose Help > Enter License Key. 6. Click Import Keys, and choose the text file that contains the license keys. The keys appear in the dialog. 7. Click Done.
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3 Making Phone Calls 3.1 Starting and Quitting Bria If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria appears. To quit Bria, choose Softphone > Exit or press Ctrl-Q. 3.2 The Onscreen Softphone Show/hide resources such as contacts, favorites and modules such as chat rooms and workgroup Change layout of contact list and import contacts Close to system tray.
CounterPath Corporation The Bria Menu Softphone. • • • • Accounts. You will work with these settings only if advised to do so by your system administrator. Preferences. These settings control the way that you work with Bria and apply to all accounts. See “Configuring Preferences” on page 83. Log Out. To log off and minimize Bria to the system tray. If you click the Bria icon in the status bar, the Login screen appears. This menu item does not appear if you have configured Bria for no login. Exit.
Bria 4 for Windows User Guide – Enterprise Deployments 3.3 Placing a Call Place the call as described in the table below. The outgoing call opens in its own call panel, below any other existing call panels. You will hear a ringing tone while Bria attempts to make a connection. Option Keying From the... Dialpad or computer keyboard Description 1. Enter the phone number in the call entry field using the dialpad or the computer keyboard.
CounterPath Corporation Make sure you are on the Phone tab to place a call. Call entry field The Call icon. Clicking the down arrow gives you more call options, such as video call or conference call. Auto complete suggestions. Bria makes a call as soon as you choose the suggestion. You can change this behavior so Bria does not dial until the Call button is pressed (page 83). For information on working with the call, see “Handling an Established Call” on page 17.
Bria 4 for Windows User Guide – Enterprise Deployments Selecting the Account to Use This information applies only if you have more than one SIP account set up and enabled. When you place a call, you can explicitly specify the account to use for that call. The account selection options appear only if you have two or more SIP accounts that are enabled and being used for phone calls.
CounterPath Corporation Hiding your Identity (Anonymous Calling) You can hide your identity on a call, so that the other person will not see your name or number on their phone. Your ID will be hidden for all outgoing calls until you turn off Hide my Number. Anonymous calling is automatically turned off when you shut down or log off. Turn Hide my Number on or off Placing another Call You can place another call. On Bria, you can make up to five concurrent calls.
Bria 4 for Windows User Guide – Enterprise Deployments 3.4 Handling Incoming Calls Bria must be running to answer incoming calls. It can be running in the system tray.(If Bria is not running, incoming calls may be directed to voicemail; check with your system administrator.) The new call appears in its own call panel. In addition, the Call Alert box appears. For information on setting call alert preferences, see page 85. Click. If you are on another call, that first call is automatically put on hold.
CounterPath Corporation Auto Answer Turn Auto Answer on or off Auto answer is initially configured to auto-answer after one ring, and to send only your audio when the call is established. To change this configuration choose Softphone > Preferences > Calls. Auto answer is automatically turned off when you shut down. Disabling Call Waiting You can turn on Disable Call Waiting. If on, when you are on a call, any new incoming call will go straight to voicemail or will ring as busy (to the caller).
Bria 4 for Windows User Guide – Enterprise Deployments 3.5 Handling an Established Call Use speakerphone (when yellow) or headset (when gray) Mute speaker or adjust speaker volume by using slider You can disable call waiting. See the previous page.
CounterPath Corporation Encryption The outgoing call may be encrypted, depending on your security settings. • • • If an encrypted call is established, the security lock icon appears on the call display. This icon indicates that the call is guaranteed to be secure between you and your proxy, and may or may not be secure beyond that first hop. If an unencrypted call is established, no encryption icon appears. If the call cannot be established with the specified security, the call will fail.
Bria 4 for Windows User Guide – Enterprise Deployments 3.6 Transfering a Call Basic (Unattended) Transfer – Transfer this Call Click the Transfer button The call is put on hold and a call entry field appears. If the button does not show “Transfer now”, click the down arrow and select Transfer now. You can also permanently change the option that appears on the button; see page 83. Type a name or number, or drag a contact into the field. Then click Transfer Now. The call may end immediately.
CounterPath Corporation Attended Transfer – Call then Transfer You can first speak to the target (the person you are transferring the call to), then click Transfer Now to complete the transfer. Click the Transfer button The call is put on hold and a call entry field appears If the button does not show “Call first”, click the down arrow and select Call First. You can also permanently change the option that appears on the button; see page 83.
Bria 4 for Windows User Guide – Enterprise Deployments 3.7 Handling Video Calls Placing a Video Call Calls made with Bria will work without a video camera, but a video camera is necessary to allow other parties to see your image. Bria will work with most USB video cameras.
CounterPath Corporation Pausing and Resuming Video Click Stop Video in the call panel or close the video window to pause sending your video. Click Start Video to resume sending your video; the video window will open. To view in full screen, hover over the video window and click the two-way arrow icon, or press F11 when the focus is on the video window.
Bria 4 for Windows User Guide – Enterprise Deployments 3.8 Conference Calls Starting a Conference Call You can start a conference call by: • • • making a conference call from the dashboard, adding participants to an existing established call, or having two established calls and merging them to a conference call.
CounterPath Corporation From an Existing Call From One Established Call You can add more participants From Two Established Calls You can merge two established calls. “Invite to Conference Call” will allows you to add a third person to the call with Rita.
Bria 4 for Windows User Guide – Enterprise Deployments Managing the Conference Click the arrow for Participant menu Adding More Participants You can add more participants to an existing conference in any of these ways: • • • Right-click on a contact or history item and choose Add to Conference Call. In the conference call panel, click Invite to Conference Call, enter a name and click Add.
CounterPath Corporation Video Conference Calls Calls made with Bria will work without a video camera, but a video camera is necessary to allow other parties to see your image. Bria will work with most USB video cameras. This person has video. This person does not have video. To remedy this situation, stop video and start it again. Video will be sent to all the current participants. Closing the video window stops sending video. Mute.
Bria 4 for Windows User Guide – Enterprise Deployments 3.9 Voicemail If your service includes voicemail and you have set up voicemail options (page 73), you can click the icon to automatically connect to voicemail and listen to any messages. Voicemail icon 3.10 Forwarding Calls Forwarding Calls You can enable or disable forwarding so that calls will be automatically forwarded to another number.
CounterPath Corporation 3.11 Viewing Your Workgroup The workgroup gives you a detailed view of phone-related activity for a team. The workgroup feature must be set up before it can be used; see “SIP Account Properties – Presence” on page 76. Once this is done, choose View > Workgroup to view your workgroup. The Workgroup window supports many of the same features as the contact list. Click to call this person Click the name to display the contact flyout A name may be grayed out.
Bria 4 for Windows User Guide – Enterprise Deployments Monitor, Pick up and Join Incoming Call A member is receiving an incoming call Click to pick up this call. A call panel will open on your Bria and you will immediately be connected to the caller. Outgoing Call A member is making an outgoing call.
CounterPath Corporation Established Call and Joining that Call A member is on an established incoming or outgoing call Click to join this established call. An outgoing call will be placed. If the other person accepts the request, you will immediately join the call and be talking to all the parties. Receiving a Request to Join Another member of your workgroup may request to join one of your phone calls. The request appears within the current call panel.
Bria 4 for Windows User Guide – Enterprise Deployments 3.12 Working in Deskphone Mode If you have a SIP deskphone, you can use Bria in deskphone mode. In this mode: • • You can initiate calls from Bria and then pick up the deskphone receiver in order to speak to the person. You can then control the call using the deskphone controls. You can also hang up the call using Bria. Information about incoming, outgoing and established calls is displayed in Bria in read-only mode. Set up for Deskphone Mode 1.
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Bria 4 for Windows User Guide – Enterprise Deployments 4 Other Bria Features 4.1 Instant Messaging Sending an IM 1. You can send an IM to a contact who has a softphone or XMPP address. From the Contacts tab Right-click on the contact and choose Send Instant Message. The contact must have a softphone address. Or click on the IM icon that appears to the right of the contact name. An active phone call If the person is a contact, choose Send Instant Message from the call panel menu.
CounterPath Corporation Receiving an IM When an IM is received, either the Messages window or a Call Alert pops up. (To control which window appears, choose Softphone > Preferences > Alerts & Sounds.
Bria 4 for Windows User Guide – Enterprise Deployments 4.2 Sending a Broadcast IM You can send an IM to several people at one time. A broadcast IM is not a group chat: • • With a broadcast IM, each recipient can reply to the IM, but only you will see these replies; the other recipients will not see these replies. With a group chat, all parties see everyone’s messages and the messages each party sends are seen by everyone. See “Group Chat (Conference IM)” on page 36. 1.
CounterPath Corporation 4.3 Group Chat (Conference IM) Group chat allows you to exchange instant messages with a group of people in the same session. All people must have XMPP accounts configured in order to participate in group chat. There is no limit to the number of participants in a group chat session. Starting a Group Chat 1. In the Contacts tab, select the desired contacts. Contacts must be online. 2. Right-click the last selected contact and choose Start Group Chat. The invitation dialog appears.
Bria 4 for Windows User Guide – Enterprise Deployments Managing a Group Chat Leaving a Group Chat Unregistering your XMPPP account or exiting Bria lets you leave all the active group chat sessions. The session continues with the remaining participants. Once you leave a group chat, you will not be able to rejoin the session. The thread in the Messages window becomes inactive (grayed out); you can read chat history, but cannot participate or download unread messages.
CounterPath Corporation 4.4 Chat Rooms Chat rooms are set up to allow the same group of people to have a group IM session, usually on a regular basis. For example, your system administrator may create a chat room called “Marketing” and add the marketing staff as members. Every Monday at 8:00 a.m., each member opens the chat room on Bria and joins the conference. You can only use chat rooms if your system administrator has set up chat rooms and added you as a member.
Bria 4 for Windows User Guide – Enterprise Deployments The Messages window appears showing you and other people who have already joined to the chat room session.
CounterPath Corporation 4.5 Viewing Messages To view your recent IM activity for any contact, group chat session, or chat room session, perform one of these actions: • Click the Messages window icon: • • Click Shift + Ctrl +M. On the menu, click View > Messages. Search all messages Right-click to save or delete a conversation. The session may be grayed out. Typically it means that the account used for the session is not registered, or the group chat has ended.
Bria 4 for Windows User Guide – Enterprise Deployments 4.6 Sending and Receiving Files Sending Files If you have an XMPP account, you can send files to another contact who has a Jabber address (meaning that they have an XMPP account). Choose one of these actions: • • Right-click a contact and choose Send Files; a standard Open dialog box opens. Select the files to send and click Open. Drag a file from a folder to the IM session of the Messages window.
CounterPath Corporation 4.7 Sharing your Screen The Screen Share Add-in lets you share your screen with other people, both other Bria users and people who are not Bria users. You do not need to obtain the Screen Share Add-in in order to view someone else’s screen; you only need it if you want to share your screen. Obtaining the Screen Share Add-in 1.
Bria 4 for Windows User Guide – Enterprise Deployments 4. Restart Bria. 5. On Bria, choose View > Show Screen Share. The Screen Share tab appears.
CounterPath Corporation Inviting Participants There are several ways to invite participants. Whichever method you use, people who you invited by IM and who are Bria users will receive the invitation as an IM in the Messages window; see page 51. Other users will receive a screen share link that they can click or can paste into a web browser in order to join the session. Inviting by Selecting Contacts You can invite people by selecting contacts from Contacts or Favorites.
Bria 4 for Windows User Guide – Enterprise Deployments Inviting by Sending an Email You can invite any participants by email. The invitees do not need to be Bria users and do not need to be contacts. With this method, the screen share session does not start immediately, which means you can use this method to publish your screen share link for future use. See page 50 for more information. Click Invite Click email The Send Email dialog for your email editor appears.
CounterPath Corporation Inviting by Sending an IM to Contacts You can invite any participants by sending an IM to contacts you specify on the invitation. The invitees do not need to be Bria users. They do not need to be contacts but they must have an address that is IM-able, so either a softphone number or a SIP or XMPP IM address. With this method, the screen share session does not start immediately, which means you can use this method to publish your screen share link for future use.
Bria 4 for Windows User Guide – Enterprise Deployments Inviting by Copying and Manually Pasting the Screen Share Link You can copy the screen share link to the clipboard and then send the link to invitees using whatever method you want. The invitees do not need to be Bria users. With this method, the screen share session does not start immediately, which means you can use this method to publish your screen share link for future use. See page 50 for more information.
CounterPath Corporation Starting a Session If you invite people and choose not to start the session immediately, you can start it whenever you are ready by clicking the Start button. Participants will see your screen as soon as they open a browser to the Screen Share link that you provided to them.
Bria 4 for Windows User Guide – Enterprise Deployments Managing a Session Some invitees and all participants appear in the Screen Share tab. A person you invited by selecting from the Contacts or Favorites appears in this list as soon as you invite them. When they accept the invitation, their status changes from Invited to Joined A person you invited in one of the other ways appears only after they accept the invitation. The name that appears is the name they enter in the join dialog.
CounterPath Corporation Managing the Screen Share Link When you send an invitation, Bria generates a Screen Share link that includes a session ID: http://join.softphone.com/ABCDEFGHIJKLM The session ID portion of the link (ABCDEFGHIJKLM in the above example) is unique to you as a user. Each time you send an invitation, this session ID will be used. A new session ID will not be generated.
Bria 4 for Windows User Guide – Enterprise Deployments Receiving an Invitation If you are a Bria user, you can receive an invitation to join a screen share from another Bria user who has the Screen Share Add-in. You do not need to have the Add-in in order to receive an invitation.
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5 The Contacts Tab The Contacts tab displays your contacts. Each contact is shown with presence information and icons for singleclick phoning and IMing. If the Contacts tab is not showing, go to the main menu and choose View > Show Contacts. Search entire contact list Move the list back to main window Add a Contact Contacts are typically organized into groups. Bria includes built-in groups. You can add more groups, as desired. The online status of others.
CounterPath Corporation 5.1 Populating the Contact List At any time, but particularly when you first deploy Bria, you may want to populate the contact list with contacts from an external source such as a file of contacts or contacts in your Outlook address book. From an LDAP Directory or Active Directory If your system administrator has set up an LDAP directory or Microsoft Active Directory, you can create contacts from it: 1. Make sure Bria is configured to connect to this directory (page 90). 2.
Bria 4 for Windows User Guide – Enterprise Deployments Populating by Importing Contacts You can populate the Bria contact list by importing from an external file or files. Your system administrator may have placed a file on a server for you to import. You can also import your own file or files, as many as required. The new contacts will be added to the existing contacts. You can import a contact list from: • • • CSV. A comma-separated file. Use this method to import from a Microsoft® Excel® file.
CounterPath Corporation • All information in the Bria contact list is exported to Microsoft Outlook. Only information that can be displayed in Outlook actually appears in the Outlook Contacts window. Typically this means that all softphone addresses are exported (and stored in custom fields) but not displayed in Outlook. For other formats, a new file of the specified type is created.
Bria 4 for Windows User Guide – Enterprise Deployments 5.2 Managing Contacts and Groups Adding a Contact Click , or right-click a group and choose Add Contact to Group. The Contact Profile dialog appears. To enter a phone number, select the type, enter the number, and click Add The new number appears in the list Field Description Contact Summary Display as If several display names are available, choose the one that you want to show in the contact list. Group Click to show the list of groups.
CounterPath Corporation Field Presence Description This field is automatically populated when you enter an address in the Softphone or Instant Message field. It indicates that you are sharing online presence information using this address. The address is also shown in the list in the Primary presence field, above. Example – Contact in an Enterprise that Uses SIP for Presence This example shows how to add a co-worker when your enterprise uses SIP for instant messaging and presence.
Bria 4 for Windows User Guide – Enterprise Deployments Example – Contact in an Enterprise that Uses XMPP for Presence This example shows how to add a co-worker when everyone has an enterprise extension plus a separate XMPP address for instant messaging and presence. Enter the XMPP address in the Instant Message field. Include the domain (@domainA.
CounterPath Corporation Adding a Contact Using an Existing Address You can add a contact by capturing existing information: • • If you are on a phone call with a non-contact, click the Add to Contacts button in the call panel. On the History tab, select an entry that is not a contact. Right-click and choose Add as Contact. The Contact Profile dialog appears. Complete the dialog as desired and press OK. If the contact method is Softphone or Jabber, an online status request is sent to this person.
Bria 4 for Windows User Guide – Enterprise Deployments 5.3 Using Contacts Double-click to phone or IM (depending on how doubleclicking is configured in Preferences > Application). Hover to reveal icons. Click the phone icon to call using the primary phone number. Or click the IM icon to send an IM using the primary presence address for this contact. Or right-click and choose from the menu.
CounterPath Corporation 5.4 Sharing Online Status You can publish your online status to contacts who have softphone address, and you can set up Bria to view the online status of other contacts. Typical online statuses are available, on the phone, busy, and so on.
Bria 4 for Windows User Guide – Enterprise Deployments Sharing Online Status Watching Others’ Status To watch a contact’s status, that contact must be tagged for presence: • • • • • If you create a contact via the Contact Profile and you include a SIP address in the Softphone field, Bria will automatically obtain status information for this address.
CounterPath Corporation You must respond to the request: Option Button Comment Result Create a new contact Allow This option is selected for you if you do not currently have a contact with this SIP or XMPP address. Allow the request and create a new contact using this address. Update an Allow existing contact Either option Block This option is selected for you if you already have a contact with this SIP or XMPP address but you were not previously sharing your online status with this person.
Bria 4 for Windows User Guide – Enterprise Deployments Setting your Online Status Changing your Status Click the down arrow beside the online status indicator on Bria, and select the desired online status. Setting up Status Indicators You can create a custom status indicator: click the down arrow beside the status indicator, and double-click on one of the existing indicators; type your custom status.
CounterPath Corporation Indicator Meaning for your Status Meaning for Others’ Status The contact is either not logged on Appear offline You have set your status to this value. The other person sees you as offline, even though you are actually online. The other person cannot or does not want to share online status. tell the difference between this status and you really being offline. No icon 66 Not applicable You are not watching the other person’s status.
Bria 4 for Windows User Guide – Enterprise Deployments Adding Contacts to the Alert List (Buddy Pounce) You can add a contact to the Alert List in order to request to be notified when the online status of a contact changes. Right-click the contact or contacts and choose Add to Alert List. The Alert List icon appears beside the contact: Alert List icon When the contact’s status changes, a notification appears.
CounterPath Corporation 5.5 Privacy You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your presence information (whether you are online, on the phone, and so on). You can set up controls in advance or “on the fly” (as phone calls and presence requests come in). Setting up Controls ahead of Time To set up controls ahead of time, see page 86.
6 Using Other Resources 6.1 History Tab To view the History tab, go to the main menu and choose View > Show History. Attach to main window Filter list Green: Outgoing call, either attempted or established Blue: Incoming call that was answered Red: Incoming missed call Managing the Lists of Calls You can right-click on an entry in a list to: • • • • • Delete the entry. Delete all entries in the list.
CounterPath Corporation 6.2 Favorites Tab You can create favorites from your contact list. They will be displayed in both the Contacts tab and in the Favorites tab. Select the desired contacts, then right-click and choose Add to Favorites. To view the Favorites tab, go to the main menu and choose View > Show Favorites. You can perform nearly all the same actions on the contact in the Favorites tab as you can in the Contacts tab.
Bria 4 for Windows User Guide – Enterprise Deployments 6.3 Directory Tab The Directory tab is available only if your system administrator has set up Bria to access a corporate directory. To view the Directory tab go to the main menu and choose View > Show Directory. Only one number appears for each entry. There may be other numbers that will show if you try to call this person. Phone a Person Right-click an entry and choose Call or Video Call. The call is placed immediately.
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7 Configuring Bria 7.1 Configuring Accounts Accounts Settings Window Choose Softphone > Account Settings. The Account Settings window appears showing all the accounts currently set up. From this window you can add (create), enable or disable, edit, or remove a SIP, XMPP or Outlook account. Here is a typical setup Your “corporate” SIP account Another SIP account Your “corporate” XMPP account Your own Gmail account An Outlook account.
CounterPath Corporation • • • • Set up your workgroup, if you are supposed to belong to a workgroup. See page 76. You will create an XMPP account at startup if your enterprise uses XMPP for presence. Again, you will follow instructions from your system administrator. If you already have an XMPP account independent of Bria (for example, a Gmail account), you can create an account in Bria and pull your contacts into the Bria contact list. You can then IM these contacts directly from Bria.
Bria 4 for Windows User Guide – Enterprise Deployments SIP Account Properties – Voicemail In general, your system administrator will provide the values for fields in this tab. The only fields that you can set to suit yourself are: • Always forward to this address: To always forward phone calls, click the box and enter the address to forward to. Phone calls received on other accounts (if you have them) are not affected by enabling this field. Always forward works only when Bria is running.
CounterPath Corporation SIP Account Properties – Presence This tab lets you configure presence and workgroups. Presence Set up the Presence section as instructed by your system administrator. Once you have configured presence on this page, you can set up rules for which people are allowed to see you;“Preferences – Privacy” on page 86. Setting up Workgroups in RLS Mode Read this section if your system administrator advises you that workgroups are already set up on the server.
Bria 4 for Windows User Guide – Enterprise Deployments 2. Select the monitoring method: • • Allow anyone to monitor my call activity: if you want everyone in the workgroup to monitor you. Normally, you choose this mode. I will choose who can monitor me: if you do not want to let everyone in the workgroup to monitor you. (for example, if you are a supervisor; see below for details). Or if you only want one person to monitor you. 3. Click Edit Members. On the Workgroup Members window click Add.
CounterPath Corporation When You Are a Supervisor If you are the supervisor of a workgroup (meaning that you want to monitor others but do not want them to monitor you): 1. Set the Mode to Peer-to-peer and select “I will choose who can monitor me”. 2. Click Edit Members. On the Workgroup Members window click Add. In the Add Workgroup member window, enter a person’s SIP address as shown. Repeat for all the members of the workgroup. The Workgroup Members window will look like this: 3.
Bria 4 for Windows User Guide – Enterprise Deployments XMPP Account Typically, you create an XMPP account if: • • Your enterprise uses XMPP for presence. You already have an XMPP account independent of Bria (for example, a Gmail account). When the account is created, those contacts are pulled into the Bria contact list. You can then IM these contacts directly from Bria.
CounterPath Corporation Table 1: XMPP Account Properties – Account Field Outbound proxy Resource Priority 80 Description The value in User ID and in this setting may be used by Bria to compose a valid jid: • If User ID=bob@ABC.com and Outbound proxy is empty, jid=User ID: bob@ABC.com • If User ID=bob@ABC.com/home and Outbound proxy is empty, jid=User ID: bob@ABC.com • If User ID=bob@ABC.com and Outbound proxy=XYZ.com, ignore the Outbound proxy; User ID=bob@ABC.com • If User ID=bob@ABC.
Bria 4 for Windows User Guide – Enterprise Deployments Outlook Account Bria automatically creates an Outlook account if it detects Outlook on your computer. You can enable the Outlook account to provide Bria with access to the contacts in you Outlook address book. Typically, you configure the Outlook account if: • • Your system administrator has advised you to. Your system administrator may have set up your Outlook account with corporate contacts, for example.
CounterPath Corporation Table 2: Outlook Account Properties – Account Field Profile password Field to use for Softphone address Description The password for the selected Outlook profile. Bria can be set up to treat one of the contact fields as a SIP address that can be subscribed to, assuming that you are using your SIP account for presence.
Bria 4 for Windows User Guide – Enterprise Deployments 7.2 Configuring Preferences Choose Softphone > Preferences. The Preferences window appears. The Preferences panels let you control the way that you work with Bria. Preferences – Application This panel lets you set your preferences for general GUI behavior and lets you set up for login. Login Options The “Enable login screen” field is used only when you started up Bria with the “No login required” profile (page 3) but in fact you do need to log in.
CounterPath Corporation • • 84 The green Call button at the top of the phone. For example, you can configure the button so that it makes a video call instead of an audio call. The transfer button. For example, you can configure the button so that it initiates unattended (transfer now) transfer instead of an attended (call first) transfer.
Bria 4 for Windows User Guide – Enterprise Deployments Preferences – Alerts & Sounds The tabs on this panel let you control the Call Alerts box and lets you assign sounds. Alerts You can control whether the Call Alert box is displayed in different situations. You can also control how you are alerted to an incoming IM: either with a small IM Alert box or with the Messages window itself. Windows 7 and Earlier Windows 8 Sounds You can assign specific sounds to a variety of actions or “events”. 1.
CounterPath Corporation Preferences – Privacy You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your online status. General Tab In “Global Contact Settings”, choose one option. If you choose “Everybody except...”, then all contacts will be able to contact you unless they or their domain are in the Blocked list (below). The “Blocked” section is optional.
Bria 4 for Windows User Guide – Enterprise Deployments Preferences – Devices Bria automatically detects devices at each startup, and selects the most appropriate device for each purpose. If you do not like this selection, you can override it on this panel. If you override a selection, it will apply the next time you start Bria, unless the device is no longer available, in which case Bria will again select the device to use.
CounterPath Corporation Table 3: Preferences – Devices Field Description Speakerphone Mode Speaker Same as headset mode, but for the device to use when speakerphone is one (on the toolbar). Microphone Select None if you do not have a speaker phone. The Speaker Phone button on the dialpad will be disabled. You can set different devices for the speaker and microphone: for example, you can set the speaker to the speakerphone and set the microphone to your headset. HID Device Same as headset mode.
Bria 4 for Windows User Guide – Enterprise Deployments Preferences – Shortcut Keys You can enable shortcut keys to several functions. Click to enable shortcut keys. Then make sure the individual actions are enabled Customizing the Shortcut Key Combinations You can change the default key combinations. 1. Make sure Enable shortcut keys is checked and the action you want to change is enabled. 2. Select an Action and click Edit. The Edit Shortcut Key dialog appears. 3.
CounterPath Corporation Preferences – Directory Generally, change the settings on this panel only if advised to do so by your system administrator. If your system administrator has instructed you to set the Directory type to LDAP or Active Directory, the only feature you should change on your own is Synchronize contacts from the directory. See “From an LDAP Directory or Active Directory” on page 54.
Bria 4 for Windows User Guide – Enterprise Deployments Preferences – Calls Table 4: Preferences – Calls Field Description Calls These settings let you configure how you want auto answer to handle incoming calls, when Auto Answer is enabled. (To enable Auto Answer, see page 16) DTMF Set this field as directed by your system administrator. RTP Set this field as directed by your system administrator. Preserve bandwidth Set this field as directed by your system administrator.
CounterPath Corporation Preferences – Files & Web Tabs Table 5: Preferences – Files & Web Tabs Field Description Recording folder The folder where files for recording of phone calls will be saved. File transfer folder The folder where received files will be saved. Web Page Tabs You can set up a web page as a new tab in the Resources panel; it will appear alongside Contacts, History and so on. Enter the web address and a name (this name will be appear in the tab). Enter a checkbox to create the tab.
A Troubleshooting Choose Help > Troubleshooting to display the Troubleshooting window. Testing Audio Devices You can verify that your microphone and speakers are working and can set the volume to a comfortable level without having to actually place a phone call.
CounterPath Corporation Testing Audio Quality While you are on a phone call, you can test the quality of the audio. Note that to perform a valid test, you should be on an established call (not a call attempt).
Diagnostics If you have contacted CounterPath Customer Support in order to troubleshoot a problem, you may be asked to generate a diagnostic log and send it to CounterPath. Click Select the problem you are experiencing Click to start logging Click to close. Perform the actions you want to capture When done, click Advanced Logging again. Click to stop logging Then click to send a log file.
CounterPath Corporation B Application Hot Keys Category Making or answering a call Function Keyboard Shortcut Answer an incoming call Ctrl + N Decline an incoming call Ctrl + D Redial the last dialed number Ctrl + R or Ctrl + R then Enter End the call Ctrl + E End the conference call (hang up on all participants) During a call Mute your voice during a call Ctrl + M Hold or resume the call when the focus is on Ctrl + H this call panel Transfer an established call when the focus is Ctrl + T on
Bria 4 for Windows User Guide – Enterprise Deployments C Contact List Headings Following is a list of all the headings that are used in the Bria contact list. This list can be useful when formatting a contact list in order to import it into Bria. For details, see “Populating by Importing Contacts” on page 55. The same headings are used for both Bria for Mac and Bria for Windows.
D Other Ways to Run Bria D.1 From a Hyperlink You can attach a hyperlink to a phone number or softphone address that, when clicked, starts Bria and dials the number. Attach a hyperlink with this format: dial address_or_number For example: dial kperera@domainA.com Bria supports three protocols: sip, tel, and callto.
D.2 From the Command Line You can start Bria from a DOS prompt. You may need to add the install directory (typically c:\program files\counterpath\bria 3) to the PATH. Then type: bria4.exe You can also run these action commands: bria 4 >bria4.exe -action== where action and input are: call?to the remote URI im?to the remote URI add?contact the contact URI quit For example: C:\>bria4.exe -action=call?to=1331 or C:\>bria4.exe -action=call?to=1331@domainA.
E Glossary Broadband Codec Dial plan DTMF Firewall HID IM MWI Narrowband Presence PSTN SIP account softphone address USB device vCard VoIP XMPP account Broad or wide bandwidth. In data transmission, the wider the band, the more data it is possible to transmit in a given time span. A cable, DSL and ADSL connection to the network provide broadband for data transmission. A dialup or ISDN connection typically provide a narrow bandwidth for data transmission.
