Bria Professional 2.5 for Windows User Guide www.counterpath.
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 © CounterPath Corporation. All rights reserved. Windows and Windows Vista are registered trademark of Microsoft Corporation in the United States and other countries.
Contents Introduction...................................................................................................................................1 Installation and Setup....................................................................................................................3 Getting Ready .........................................................................................................................3 Starting Bria Professional ......................................................
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1 Introduction Bria Professional is CounterPath’s softphone designed specifically for business and enterprise users. It includes the features that are standard to Bria—the ability to make VoIP phone calls, to send and receive instant messages (IM), to share presence (availability) information, and to exchange files. Bria Professional adds to those features the ability to auto-answer incoming calls and support for LDAP.
CounterPath Corporation • Support for the following video codecs: H.263, H.263+ 1998, H.264. • Automatic selection of the best codec based on the other party’s capability, the available bandwidth, and network conditions. Bria Professional switches the codec within a call in response to changing network conditions. SIP compliance to 3261 SIP standard.
2 Installation and Setup 2.1 Getting Ready XMPP Accounts If you use an XMPP service for instant messaging or presence, you will need the following information: • • • Jabber ID: user name and domain. For example, jsantos@domainXMPP.com. Password Connection information; see “” on page 62. Multimedia Device Requirements Bria Professional requires both speakers and a microphone to make calls.
CounterPath Corporation 2.2 Starting Bria Professional If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Either the Login window or the softphone itself appears. If the login window appears, enter the credentials provided by your system administrator. 2.
Bria Professional 2.5 for Windows User Guide 3. If you are setting up an XMPP account, click Add > New XMPP Account. The XMPP Account window appears. 4. Complete the window with the information obtained from the XMPP service provider. For more information, see “Configuring Accounts” on page 62. 2.4 Setting up a Contact List Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files.
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3 Using Bria Professional 3.1 Starting Bria Professional If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria Professional appears. Receiving a Presence Request If availability is enabled, then at any time you may get a Presence Request dialog box. For information on this request, see “Availability” on page 43. 3.2 Shutting Down To shut down Bria Professional, click File > Exit, or press Ctrl+Q.
CounterPath Corporation 3.3 The Onscreen Softphone Bria Professional menu. See below. Call panel. See page 11. Address Book panel. See page 35. The Bria Professional Menu File • • • • • My Profile. See page 51. Preferences. These settings control the way that you work with Bria Professional and apply to all accounts. See page 52. Account Settings. You will work with these settings only if advised to do so by your system administrator. See “Configuring Bria Professional” on page 4. Sign Out.
Bria Professional 2.5 for Windows User Guide Contacts Lets you work with contacts. Everything in this menu except for import and export can also be performed directly in the Address Book panel. For information on these actions, including import and export, see page 35. For information on managing blocked contacts, see “Privacy” on page 48. Actions Lists the actions that you can perform, depending on the current “state” of Bria Professional.
CounterPath Corporation The Deskbar To display the softphone as a deskbar, click the Deskbar button. Deskbar button The Deskbar provides a compact GUI for performing many Bria Professional actions. It is assumed that you will work in this mode after you are quite familiar with Bria Professional and its features.
Bria Professional 2.5 for Windows User Guide 3.4 Placing a Call You can contact someone using: • • A softphone address (for example, kpereira@domainA.com) A traditional phone number. You can place a call when another call is already in progress. There is no limit to the number of calls you can make, although eventually the quality of audio and video will degrade because of limitations on the computer. We recommend no more than six concurrent calls.
CounterPath Corporation How Keying From the... Dialpad or computer keyboard Description 1. If another call is currently in progress, click on the Call toolbar. A new Call Entry area appears. The current call is put on hold. 2. Enter the softphone address or number in the Call entry field using the dialpad or the computer keyboard. For the name, you can enter the entire softphone address (kpereira@domainA.com) or just the name (kpereira). As you type, a suggestion for completing the entry may appear.
Bria Professional 2.5 for Windows User Guide Placing another Call To place a new call (without hanging up on the current call), click the Start another Call button. In the Current Calls bar, a tab appears for each separate call. Start another Call button Hiding your Identity You can hide your identity on a call, so that the other person will not see your ID on their phone. Click Options > Hide my Number for this Call. the usual way. appears on the Call control bar for this call.
CounterPath Corporation If You Do not Select an Account – Auto Account If you have more than one account enabled and if you do not select the account, Bria Professional selects the account to use to place the call as follows: • • If a dial plan exists for any account, Bria Professional runs through the dial plans to determine if the dialed number matches any of these plans. If a match is found, the account that the dial plan belongs to is used.
Bria Professional 2.5 for Windows User Guide 3.5 Handling an Incoming Call Bria Professional must be running to answer incoming calls. (If Bria Professional is not running, incoming calls may be directed to voicemail; check with your system administrator.) Bria Professional rings and information about the incoming call appears in the Call entry field. In addition, the Call Alert box appears, even if Bria Professional is minimized.
CounterPath Corporation 3.6 Handling an Established Call While the call is in progress you can: • • • • • • Control the audio: use the speakerphone, mute the call, control volume. Record the call. Put the call on hold. Add the caller as a contact. Transfer the call. See the next page. Add video. Pause and resume video when video is already present. See “Video” on page 19 Show/hide video panel. See page 19 Conference call. See page 21 Hold Place another call (this one will automatically be put on hold).
Bria Professional 2.5 for Windows User Guide 3.7 Transfering a Call Quick Transfer You can set up a list of phone numbers that calls can be transferred to. Then during a call, you can transfer to any of these numbers by selecting from a list. To set up the numbers: 1. Click File > Preferences from the menu. Display the Transfer panel. 2. Enter as many numbers as you want. To enter a new number, click in an empty line. To remove an entry, click in the line and delete the number.
CounterPath Corporation Attended Transfer – Call then Transfer You can first speak to the target (the person you are transfering the call to), then click Transfer to complete the transfer. 1. Click Options > Call then Transfer. The first call is put on hold and a New call tab appears 2. Call the target in any of the normal ways. 3. When you are ready, click Transfer; the message Transfer Successful appears. If the target does not want to take the call, simply end the call with that person.
Bria Professional 2.5 for Windows User Guide 3.8 Video Show/hide video panel Adding Video Either you or the other party can add video at any time. To add video, open the Video panel and click Start My Video. When you add video, the other party may (or may not) start sending their video to you. You can add video, even if you do not have a camera, in order to start receiving the other party’s video.
CounterPath Corporation 3.9 Voicemail If your service includes voicemail, then when you have voicemail messages, the word “new” appears beside the voicemail icon at the top of the phone. Click the icon to automatically connect to voicemail and listen to your messages.
Bria Professional 2.5 for Windows User Guide 3.10 Conference Calls Starting a Conference Call You can create a conference call starting from one existing call: 1. Click the Conference icon. Bria Professional enters “conference mode” and “Call a conference participant” appears on the call display. 2. Place the second call in one of these ways: • Right-click on a contact and choose Add to Conference Call. • Type a name or number. (Or to cancel the call, click the Cancel button.
CounterPath Corporation Conference is now established Click for actions for this participant Managing the Conference Adding More Participants You can add more participants to an existing conference in any of these ways: • • • • Right-click on a contact and choose Add to Conference Call. From the tab that contains the conference, click the Conference icon. Place a call by typing a name or number. When the callee answers, the call will automatically be added to the conference.
Bria Professional 2.5 for Windows User Guide Suspending the Conference To suspend the conference, click the Hold button. Audio Controls Adjusting Volume. Use the speaker adjustment to adjust volume of the sound you are hearing. Mute. Click on the dialpad to prevent the other parties from hearing you. The icon appears on the call display. When you mute during a video call, you may also want to click Stop my Video to stop the video feed. Speakerphone.
CounterPath Corporation The conference host serves as the “funnel” for other video. Whatever the conference host is receiving will automatically be sent to the other parties. Controlling Video Once video has been added, it can be paused, resumed and stopped in the same way as on a regular conference call, by the initiator of the individual “leg” of the conference call. The conference host does not have special control over the video, and can only add video on legs for which they were the initiator.
Bria Professional 2.5 for Windows User Guide 3.11 Instant Messaging Instant messages are made using softphone addresses. Therefore, you can send or receive an instant message (IM) to: • • • Any contact who has a softphone address. Any party who phoned you from a softphone address. Any party whom you phoned using a softphone address. You may also be able to use an instant message to send files to another party. See page 31. Sending an IM 1. There are several ways to select the person to send an IM to.
CounterPath Corporation Sending a Broadcast IM You can send an IM to several people at one time. A broadcast IM is not a conference IM. • • 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 conference IM, all parties see everyone’s messages and the messages each party sends are seen by everyone. See “Conference IM—Group Chat” on page 28. 1.
Bria Professional 2.5 for Windows User Guide 3. Type the message. Include emoticons and formatting, as desired. To insert a return in the message, press Ctrl+Enter. (You can control the behavior of Enter and of Ctrl+Enter; see “Preferences – Application” on page 52.) 4. Press Send or Enter. The IM is sent and the window closes. A recipient may send you a response, which will be displayed to you in a regular Instant Message window; you will then be in a regular IM with that one party.
CounterPath Corporation Conference IM—Group Chat 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. Group chat differs from a broadcast IM in that all parties see everyone’s messages, and the messages each party sends are seen by everyone else.
Bria Professional 2.5 for Windows User Guide Managing a Group Chat Inviting More Participants To invite more participants to a group chat, select online contacts from your Contact List and drag them to the Group Chat window. Any participant in the group chat can invite more participants. Leaving a Group Chat To leave group chat, close the group chat window. If you have started the group chat and you leave the session, the session continues with the remaining participants.
CounterPath Corporation Viewing the IM Archive You can view your recent IM activity for any contact or group chat session. Do one of the following: • • Right-click a contact and choose View Instant Message Archive. On the menu, click View > Instant Message Archive. In the Archive window, click the desired contact under Conversations With. Right-click to delete all chat history for a person. 30 Right-click to delete the selected conversation or conversations.
Bria Professional 2.5 for Windows User Guide 3.12 Sending and Receiving Files Sending Files You may be able to send files to another contact. The other contact must have the appropriate account. For example, if your system administrator has set up your service for file transfer over the XMPP account, then the other contact must have an XMPP account. 1. Choose one of these actions: • Right-click a contact and choose Send Files. After choosing Send Files, a standard Select Files to Send dialog box opens.
CounterPath Corporation Receiving Files Receiving a File as Part of an IM You can receive files from another party. You do not have to set up to receive files. In other words, to receive files, you do not need a file transfer server at your end. See “Receiving a File as Part of an IM” on page 25. Receiving a File Independently of an IM Another person may send you files outside of an IM. The following dialog appears, to allow you to save the file.
Bria Professional 2.5 for Windows User Guide 3.13 E-mail You can send an e-mail to one or more contacts, or to all the contacts in a group. The contacts must have e-mail addresses included in their Contact Profiles. Select the contact, contacts or group, right-click and choose Send E-mail. A new e-mail message opens in your default e-mail application. The new message includes the e-mail address(es) for the selected contacts in the “to” line.
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4 Using the Address Book The Address Book panel, which is divided into tabs, provides access to the following: • • • • Contacts. Call history. See page 42. Contact availability (presence). See page 43. LDAP directory. See page 50. 4.1 Contacts Tab Add a Contact Search field Display all contacts Display only contacts who are set up for Availability and who are currently online Select more display options The availability of others. See page 43.
CounterPath Corporation Setting up Contacts Adding a Contact Click , or right-click a group and choose Add Contact to Group. The Contact Profile dialog box appears. See the table on page 40. This button is always displayed for a new contact. It also appears once you enter a new address for an existing contact. Table 1: Contact Profile Fields Field Description Contact name Only the “Display as” name is required.
Bria Professional 2.5 for Windows User Guide Contact Profile — Advanced Dialog This dialog lets you fine tune the presence sharing information for this contact and change the account that each address is associated with. Presence Sharing You can configure which accounts will be used for presence sharing: none, some or all. • • If you disable all items, this contact will not have an availability icon beside its name in the Contact list.
CounterPath Corporation Importing Contacts You can populate the Bria Professional 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: • • • A comma-separated file. Use this method to import from a Microsoft® Excel® file.
Bria Professional 2.5 for Windows User Guide Exporting Contacts You can export a contact list to a comma-separated file, a pst file or a vcf file. 1. From the main menu, click the Contacts menu and choose Export Contacts. The Export Contacts wizard starts. 2. When you click Next, the export starts. The result is: • • For an Outlook export, the existing .pst file is updated to include the entries from the Bria Professional contact list.
CounterPath Corporation Managing Contacts Changing Contact Information To change the information for a contact, right-click the contact and choose View Profile. The Contact Profile dialog box appears (see page 36). Some of the changes you can make are: • • • • • Change any contact details. Add, delete or change a contact method. Move a contact to another group by selecting a different group. Add an existing contact to more groups by selecting one or more extra groups.
Bria Professional 2.5 for Windows User Guide Contact Flyout Left-click on a contact to show the Contact flyout. This flyout shows all the contact methods set up for the contact and has icons you can click to perform an action that is valid for that contact method. This contact is online on their domainA account but offline on their domainXMPP account Click an icon to perform the action.
CounterPath Corporation 4.2 History Tab Display all calls Missed calls Received calls Outgoing call. If answered status shows duration. If not answered, status is “Dialed”. Dialed calls Incoming call that was answered Incoming missed (Missed) or blocked (Rejected) Managing the Lists of Calls You can right-click on an entry in a list to: • • • • • Delete the call. Delete all entries in this list.
Bria Professional 2.5 for Windows User Guide 4.3 Availability Availability refers to the ability to see whether a person is available or not: online, on phone, busy, and so on. Your availability information is displayed below on the main menu. The availability of others is displayed in the Contacts tab. You can publish your availability to contacts who have softphone address, and you can set up Bria Professional to view the availability of other contacts.
CounterPath Corporation Allowing Other Parties to See your Availability (Publishing your Availability) Continuing from above, when the other person allows the notification request, your name is added to their contact list. As soon as you are added to their list, a request is sent back to you requesting that they be able to see you. Bria Professional accepts this request automatically and the other person can now see your availability. The following chart illustrates how the sharing of availability occurs.
Bria Professional 2.5 for Windows User Guide Button Ignore Result The other person will not be able to see your availability. The other person will not be added to your privacy settings. The Presence Request may appear again in this session or a future session Block The other person will: • Not be able to see your availability. • Not be able to phone or IM you. • Be added to your Blocked List. See “Preferences – Privacy” on page 54. Allow The other person will be: • Able to see your availability.
CounterPath Corporation Setting your Availability Changing your Availability Click the down arrow beside the availability indicator on Bria Professional, and select the desired availability. See Table 2, below. When your availability changes, the new availability is sent to everyone who has permission to see your availability, according to the Privacy Settings (see “Preferences – Privacy” on page 54).
Bria Professional 2.5 for Windows User Guide Table 2: Availability Indicators Indicator Do not disturb Meaning for your Availability Meaning for Others’ Availability You have set your availability to this status. Bria Professional will never You cannot make phone calls automatically switch you out of this status; you must switch yourself. or IMs to this person. Both incoming phone calls and incoming IMs will be directed to voicemail. However, you can still make phone calls and IMs.
CounterPath Corporation 4.4 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 availability information (whether you are online, one 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 in Advance To set up controls in advance, see “Preferences – Privacy” on page 54.
Bria Professional 2.5 for Windows User Guide You will no longer see incoming calls or instant messages from this person; they will automatically be declined. To later unblock this person, remove them from your Blocked List. Or, if the person is a contact, right-click their name on the contact list and choose Unblock this Person. Via the Presence Request Dialog Box Another party can send you a presence request, to request that they be able to see your availability, as described on page 43.
CounterPath Corporation 4.5 LDAP Directory Tab The Directory tab appears only if you have set up to use LDAP, as described on page 59. Phone a Person Right-click an entry and choose Call or Video Call. The call is placed immediately. Create a Contact Right-click an entry and choose Add as Contact. The Contact Profile window appears, populated with all the information from the directory (not only the information displayed in the tab).
5 Configuring Bria Professional You can configure Bria Professional in several ways: • • • Set up your personal profile. See below. Configure global behavior. See “Configuring Preferences” on page 52. Configure the behavior on a per-account basis. See “Configuring Accounts” on page 62. 5.1 Configuring your Profile To set up information about yourself, choose File > My Profile.
CounterPath Corporation 5.2 Configuring Preferences Choose File > Preferences. The Preferences window appears. The Preferences panels let you control the way that you work with Bria Professional. Preferences – Application This panel lets you set your preferences for general GUI behavior.
Bria Professional 2.5 for Windows User Guide Preferences – Alerts & Sounds This panel lets you control the Call Alerts box and lets you assign sounds. Enable alert displays You can control whether the Call Alert box is displayed in different situations. Assigning Sounds You can assign specific sounds to a variety of actions or “events”. 1. Select the Enable sounds check box and select the check boxes for each desired event, or clear the Enable sounds check box to disable all sounds. 2.
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 availability information (whether you are online, on the phone, and so on). Choose one. If you choose “Only people on my contact list,” then all contacts will be able to contact you unless they or their domain are in the Blocked list (below). This section is optional.
Bria Professional 2.5 for Windows User Guide Preferences – Quick Transfer This panel lets you set up a list of phone numbers that calls can be transferred to. Then during a call, you can transfer to any of these numbers by selecting from a list. Enter as many numbers as you want. To enter a new number, click in an empty line. To remove an entry, click in the line and delete the number. Set one of the numbers as the default. See “Quick Transfer” on page 17 for information on using this feature.
CounterPath Corporation Preferences – Devices Bria Professional 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 Professional, unless the device is no longer available, in which case Bria Professional will again select the device to use.
Bria Professional 2.5 for Windows User Guide Field Description Headset Mode Speaker Microphone Change these fields only if you want to override the devices that Bria Professional automatically selected. In both these fields, select the headset you are using. The headset is the device that is usually used for audio out (the sound you hear) and audio in (recording your voice). The only situation in which the headset is not used is when the Speaker Phone button on the dialpad is pressed.
CounterPath Corporation Preferences – Network Field Network Connection Speed Description Select the type of network connection for your computer. The sliders move to show the bitrate that will be used for sending and receiving. These rates are typical rates for the selected configuration. If you know that your computer and network can handle a faster sending speed, click Custom and move the slider. It is recommended that you not change the receiving speed.
Bria Professional 2.5 for Windows User Guide Preferences – Audio Codecs Change the settings on this tab only if advised to do so by your system administrator. Preferences – Video Codecs Change the settings on this tab only if advised to do so by your system administrator. Preferences – Quality of Service Change the settings on this tab only if advised to do so by your system administrator. Preferences – LDAP Change the settings on this tab only if advised to do so by your system administrator.
CounterPath Corporation Preferences – Diagnostics This panel lets you enable logging to files. Logging uses computer resources, so you should only enable it when instructed by a customer support representative. To set up logging: 1. Click Enable diagnostic logging. 2. Set the logging level. 3. Specify the folder where logs will be saved. 4. Click OK. Activity on Bria Professional will be logged to.csv files in the specified folder. A new set of files is started each time you log on.
Bria Professional 2.5 for Windows User Guide Preferences – Advanced Field Reduce echoes Description Turning this feature on improves sound quality. This feature is typically on. Use slower but more compatible video format Turning this field on may improve performance when running Bria Professional on older hardware. Auto Answer Calls Auto answer incoming calls From the first set of radio buttons, choose how quickly you want Bria Professional to auto-answer an incoming call.
CounterPath Corporation 5.3 Configuring Accounts Accounts Settings Window In general, you will work with the Account Settings window only when advised to do so by your system administrator; see “Configuring Bria Professional” on page 4.
A Application Hot Keys Function Keyboard Shortcut Answer Enter Exit Ctrl+Q Hang up Esc Hold Period Mute Spacebar 63
CounterPath Corporation B Contact List Headings Following is a list of all the headings that are used in the Bria Professional contact list. This list can be useful when formatting a contact list in order to import it intoBria Professional.
Bria Professional 2.5 for Windows User Guide C Location of Files System files get copied to the installation directory specified when installing Bria Professional. The default installation directory is: C:\Program Files\CounterPath Corporation\CounterPath Bria Professional Data files are saved in the Counterpath folder in the standard location for application data, as defined in Windows.
CounterPath Corporation D Other Ways to Run Bria Professional D.1 From a Hyperlink You can attach a hyperlink to a phone number or softphone address that, when clicked, starts Bria Professional and dials the number. Attach a hyperlink with this format: dial For example: dial kpereira@domainA.com D.2 From the Command Line You can start Bria Professional from a DOS prompt. You may need to add Bria.
Bria Professional 2.5 for Windows User Guide E Glossary AEC AGC AVI Broadband Codec Default account Dial plan DTMF IM IP IP address Media MWI Narrowband Presence Proxy PSTN Acoustic echo cancellation. Processing of the audio or video signal to reduce the echo effect that can arise with a speakerphone or that can arise if the sound from the speakerphone or headphone leaks into the microphone. Automatic gain control.
CounterPath Corporation RFC RTP Signaling SIMPLE protocol SIP SIP account softphone address SRTP TCP TLS UDP URI URL USB device VAD vCard VoIP WAV 68 Request for Comment. A document that describes an aspect of an internet technology. An RFC may be a proposed, draft or full internet standard. Real-time Transport Protocol. A protocol for delivering the media portion of a data transmission over an IP network. SRTP is another media protocol.
