Station User Guide July 2005 - Issue 1.
I Issue Release 1.0 7-05 Changes Initial Release LIFE SUPPORT APPLICATIONS POLICY VODAVI Technology, Inc. products are not authorized for and should not be used within Life Support applications. Life Support systems are equipment intended to support or sustain life and whose failure to perform when properly used in accordance with instructions provided can be reasonably expected to result in significant personal injury or death. VODAVI Technology, Inc.
Contents i Contents Introduction ..............................................................................................................1 Features............................................................................................................................................ 1 Installation and Setup..............................................................................................2 System Requirements ............................................................................
ii Contents Menu Bar Operation .................................................................................................32 File Menu ......................................................................................................................................... 32 Phone Book............................................................................................................................. 32 Call Log ................................................................................
Introduction 1 Introduction The Nomad SP is a PC-based application which links the operation of an on-screen multi-button telephone with other communications-related PC applications. Nomad SP is visualized on the desk-top and interfaced to the user via the mouse and keyboard. All the features of the traditional Vodavi IP multi-button keyset are available to the user. A Phone Book database with links to the user’s PIM (Personal Information Manager) provides pop-ups for incoming caller identification.
2 Installation and Setup Installation and Setup Set-up of the Nomad SP is a three step process: 1. Connect the PC to the host Vodavi system. 2. Install the Nomad SP application on the user’s PC. 3. Complete registration of Nomad SP application to the Vodavi system. Completing the registration process may require assistance of the system administrator to adjust settings of the Vodavi system. For remote applications, the Vodavi system will require entry of the MAC address of the PC running the Nomad SP.
Installation and Setup 3 Headset/Microphone Requirements To use the Nomad SP, a USB headset/microphone is required. The USB headset needs to be connected to the PC prior to launching the Nomad SP application, otherwise the heaset will not work properly. Supported Protocols G723.1 G.711 U-law Nomad SP Connection The PC running the Nomad SP application may be connected to the Vodavi system either as a local or remote device.
4 Installation and Setup Nomad SP Application Installation When the Nomad SP CD-ROM is placed in the PC, an auto-execute install program will start. The InstallShield Wizard prepares the setup as shown in Figure 2. To abandon the installation, click Cancel. Figure 2: Nomad SP Setup In the next installation step, the default destination folder for the Nomad SP application can be modified using the Change button. The default directory for installation is “C:\Program Files\Nomad SP\”.
Installation and Setup 5 The Nomad SP Setup will show the Setup Status. Then the InstallShield Wizard Complete screen will appear. Click Finish to exit the wizard.
6 Installation and Setup Once the Nomad SP application has been installed, it is necessary to install WinPcap_3_0.exe. You must agree to the WinPcap license terms (Figure 3), to complete the Nomad SP installation.
Installation and Setup 7 Registration in a TeleniumIP System Nomad SP Lock-key Prior to registration of the Nomad SP with the host TeleniumIP system, the host TeleniumIP system will require installation of the Nomad SP software lock-key. This is accomplished by the Telenium system administrator under the system’s web Admin Maintenance window. The administrator should refer to the TeleniumIP Programming Manual for guidance.
8 Installation and Setup Registration in an XTS IP/XTSc IP System The Vodavi Outside Sales Department representatives will issue a registration code and information on how to register the product in an XTS IP/XTSc IP system. Remote Registration Error If a registration error occurs, the user will receive a Registration Error message and dialog box, Figure 4.
Installation and Setup 9 To enter information in the dialog box, complete the following: System IP Address: 1. Select New IP Address box. 2. Enter new IP Address. Connection Mode: Select Local or Remote radio button. PC Network Interface Card: If the PC has multiple NICs, e.g., wired, wireless, VPN network support, etc., select the desired NIC from the drop down menu under In Use MAC. After changing characteristics in the message box it may be necessary to: 1. Select Retry to register. 2.
10 Nomad SP Operation Nomad SP Operation Overview Nomad SP interfaces with the user through the Nomad SP window (Figure 5). At the top of the Nomad SP window is the Menu bar; below the Menu bar is the Nomad SP tool bar. The two Nomad SP views are Phone View and Keyset View. Phone View The Phone view (Figure 5) emulates the basic Vodavi IP phone. An LCD area, keypad, and fixed feature buttons are arranged generally as with the traditional Vodavi IP phone.
Nomad SP Operation 11 The Keypad window can be toggled to a Schedule window, (right illustration in Figure 5), which links to the user’s Outlook appointment scheduler. The Schedule view includes a scrolling display of daily events below the Schedule and allows access to the scheduler for managing appointments. At the bottom of the window, the user may access the Short Message Service (SMS) features of the Nomad SP to exchange short text messages with other users.
12 Nomad SP Operation Also, changes made to the Phone Book database can be automatically exported to the external database to maintain synchronization. The Call Log folder maintains a database with a record of each call placed or received by the Nomad SP. The Call Log, if enabled, can be viewed, sorted and printed or can be disabled so no log records are generated.
Nomad SP Operation 13 Receiving a Call When a call is received, the phone will "ring" and the Caller Information window will appear below the Nomad SP window (Figure 7). The window shows the caller ID delivered from the Vodavi system and the name associated from the Phone Book database. By selecting "More" from the window, the complete Phone Book record will be displayed.
14 Nomad SP Operation Using System Features The Nomad SP has complete access to all of the system features as well as the features available to the traditional Vodavi keysets, with the few exceptions based on the differences in the user platform (refer to User Programming Differences on page 44). The fixed feature keys operate in the same manner as the Vodavi IP phones except the mouse is used to select dial pad and feature buttons.
Nomad SP Operation 15 The Nomad SP Calendar window permits on-screen access to Outlook scheduler in two ways: Double-click on a date in the Calendar to add a new appointment. Right-click on the date with appointments already scheduled, then double-click on an appointment to edit. The Nomad SP will call the Outlook scheduler so that the user can add or modify an appointment in the Scheduler edit box (Figure 9).
16 Nomad SP Operation When browsing the Calendar, the user may return to the current date display by clicking the Today button next to the month/year display in the Calendar window (Figure 10).
Nomad SP Operation 17 Keyset Folder Operation The Keyset view adds the 4 Keyset folders including the Flex Btn (Flexible or Flex Button), Phone Book, Call Log and Schedule Dial folders to the right side of the Phone view (Figure 11). The separate folders are accessed by selecting the folder tab at the top of the Keyset folder window. Figure 11: Keyset View A Phone Book database can be opened from the File menu (File Menu on page 32).
18 Nomad SP Operation Flex Btn Folder The Flex Btn folder will display a 4 by 6 array of "Flex buttons" for a total of 24 (Figure 12). Each button includes a status icon, which displays the status of the CO Line or station associated with the button. The button also displays a designation from the system database, such as CO 001, SPD 001, etc. A descriptive label can be displayed in the bottom of the button.
Nomad SP Operation 19 Phone Book Folder The Nomad SP maintains a Phone Book database (Figure 13), of the user’s contacts, both other internal system users and external contacts. The user can place calls and send e-mails to contacts selected from the database employing the search, sort, and record management tools in the Phone Book tool bar. When a record is added, edited, or deleted in the Phone Book, the Nomad SP can also update the original source database (refer to Phone Book on page 32).
20 Nomad SP Operation To call a number from the Phone Book: 1. Right click on the desired record (see search & sort below). 2. Click the icon from the Call window: Dial, Transfer, Conference, Scheduled Dial. -or1. Select the desired record. 2. Click the Dial icon from the Phone Book tool bar. -orDouble-click on the desired record or phone number field. To send an e-mail from the database: 1. Select the desired record(s). 2.
Nomad SP Operation 21 4. Select OK to save the record in the Phone Book and synchronize the source database. Figure 14: Contact Add/Edit Record Form To delete a record: 1. Select the desired record(s). 2. Click the delete icon on the Phone Book tool bar, the Confirmation window Figure 15 will appear. 3. Confirm delete by clicking OK to remove the record(s).
22 Nomad SP Operation Call Log Folder The Call Log folder (Figure 16) provides a log of all calls placed or received by the Nomad SP. If Call Log is enabled under the File menu, each call initiated or received will generate a record which will contain information on the call, as well as data derived from the Phone Book. Once the call is completed, a record is stored in the Call Log database.
Nomad SP Operation 23 To store the Call Log: 1. Click on the Save icon. The Save As dialog box will appear. Select a folder, if other Nomad SP. 2. Enter the filename. 3. Select Save. The file is saved in an *.xls format for easy future access and all records in the Call Log folder are deleted. To add/edit a note or name field to a record: 1. Click the Edit icon. 2. Type the note or name in the edit dialog box. 3. Select OK to save in the Call Log.
24 Nomad SP Operation Scheduled Dial Folder Scheduled Dialing permits the user to enter a phone number for dialing at a later scheduled time. When the scheduled time is reached, the Dial Confirmation window (Figure 17) will appear and must be confirmed by the user before dialing will begin. Figure 17: Dial Confirmation Window The Scheduled Dial folder (Figure 18) contains a list of the phone numbers and schedules entered by the user.
Nomad SP Operation 25 To add or edit a Schedule Dial: 1. Click the Add or Edit button on the Schedule Dial tool bar icon and the Schedule Dial dialog box appears (Figure 19). 2. Click the calendar icon to open a calendar window, then input the date. Date is a required entry. 3. Select the time (in 24-hour mode) from drop down selection menu. Time is a required entry. 4. Input or edit the telephone number. The telephone number is a required entry. 5. Input or edit name. 6.
26 Nomad SP Operation Short Message Service in XTS IP / XTSc IP Systems Short Message Service (SMS) is typically provided in GSM mobile networks and is a service permitting users to share (send and receive) text messages with other users (refer to page 28 for information on SMS in TeleniumIP). A text message is comprised of an alphanumeric combination of up to 60 characters when used in XTS IP / XTSc IP systems.
Nomad SP Operation 27 When messages are received, a Msg button is displayed left of the "Send To" button. The number of messages received is shown in parens on this button. To review received SMS messages: 1. Click on the Msg button. The SMS Receive window will appear. 2. Click anywhere on the row of a message and the associated message will display in the bottom area of the window. 3. Click on a column’s heading to change the order of presentation, e.g., first-in, first-shown; first-in, last-shown. 4.
28 Nomad SP Operation 5. Use one of the following options to manage the mesages: Click on the "Delete" button to delete the selected message. -orClick on the "Reply" button to respond to a message. A window will appear that has the station number of the party that sent you the message and a "Send" button. 6. Type your message in the SMS window, then click on the "Send" button.
Nomad SP Operation 29 2. Click on "Send To" in the SMS window and the following appears. 3. Select desired recipients by checking boxes; or by entering a range in the "From" and "To" boxes and then clicking on the "Set" button. 4. Click on the "Send" button. To review received SMS messages: 1. Click on the flashing MSG/CB button and the SMS Receive window will appear. A radio button displays for each received SMS message. 2. Click on the desired radio button to view it’s message contents. 3.
30 Nomad SP Tool Bar Operation Nomad SP Tool Bar Operation Nomad SP View Nomad SP provides the user with a visual representation of a Phone on the desk-top. There are two views for the Nomad SP - Phone View and Keyset View. The Phone view emulates the appearance of the traditional Vodavi IP phone displaying an LCD area, keypad, and fixed feature buttons. The Keyset view adds the Keyset folders window.
Nomad SP Tool Bar Operation 31 Record Operation Nomad SP allows the user to record an active conversation to the PC’s hard disk. Recording is controlled using the Record icon on the Nomad SP tool bar (Figure 25). 1. Select the Record icon to start recording. 2. Select the icon again to stop recording. 3. When the recording is complete, Nomad SP will ask the user for a filename to use for storing the recording. Figure 25: Tool Bar Voice Record Icon Nomad SP generates a single record-start tone.
32 Menu Bar Operation Menu Bar Operation File Menu The File menu gives access to the Phone Book and Call Log database management functions. Phone Book Selecting Phone Book from the File menu will present the Phone Book menu where the user may manage the Phone Book database (Figure 27). From this menu, the user may select to open a new or existing database, save a database, import or export a database or maintain synchronization with an external database.
Menu Bar Operation 33 To open a selected database: 1. Select Open from the menu. 2. Select a database. The file format of the database must be consistent with the *.DB file format of the Nomad SP database; other file type selections will receive a warning message. Various contact manager applications employ different data formats. To permit use of common formats, Nomad SP allows the user to import databases from Outlook, GoldMine, ACT! or Excel applications.
34 Menu Bar Operation To enable automatic synchronization: 1. Select Sync DB from the Phone Book menu. 2. Select the application type (Outlook, Gold Mine, ACT! or Excel) 3. Select the database. Note that changes made directly to an external database are not effective in an active Nomad SP. Such changes require a restart of the Nomad SP application to update the active Phone Book database. Call Log Selecting Call Log from the File menu will display the Call Log menu (Figure 28).
Menu Bar Operation 35 Flex Data In the Flex Btn folder, each button is displayed with a status icon and a designation provided to the Nomad SP by the Vodavi system (refer to Flex Btn Folder on page 18). For convenience, the user can enter a label that will be shown in the lower portion of the button. To assign Flex button labels: 1. Select the Flex Data item from the Program menu. The Flex Data window will appear (Figure 30). Figure 30: Flex Data Window 2.
36 Menu Bar Operation Dialing Rules When the user places an outside call from the Phone Book or Call Log folder, the Nomad SP must include certain dial codes to assure proper dialing through the Vodavi system. When a number is selected from either database, the system will determine the type of call and insert any CO Access Code, LD Access Code or International Access Code required for the host Vodavi system to properly establish the call.
Menu Bar Operation 37 Differential Ring The Nomad SP can provide one of 4 different ring signals with separate assignments for internal and external calls. Each of the 4 ring signals is contained in a *.wav file. The user may select one of the 4 predefined *.wav files (ring1.wav, ring2.wav, ring3.wav, and ring4.wav) or may replace any of these files with a desired *.wav or *.mp3 file. Selecting Program > Differential Ring displays the Ring tone files window (Figure 32). To change a Ring tone file: 1. 2.
38 Menu Bar Operation Tools Menu Various tools and applications are accessed by selecting the Tools Menu. Log In Nomad SP can retry to register with the System. Selecting Tools > Log In will display the Registration window. In this window, the user may enter the IP Address for the host XTS IP/XTSc IP or TeleniumIP, and configure the Nomad SP Connection mode and appropriate MAC for the PC. To enter information in the window, refer to Remote Registration Error on page 8.
Menu Bar Operation 39 Nomad SP sends a single record-start tone. You should notify the other parties to any recording. Selecting Play will show a list of recorded files in the Playback window (Figure 33). The window includes playback controls for playing a selected file. The user may delete a file, record a comment, and/or e-mail the recording using the Playback window controls.
40 Menu Bar Operation Connection Mode Nomad SP can be registered to a TeleniumIP system in Local or Remote Mode. Nomad SP can be registered to an XTS IP/XTSc IP system in Remote Mode. In the Remote Mode, the Vodavi system allocates a VoIP channel to support the call. The VoIP channel implements NAT (Network Address Translation) compatibility and packet forwarding to internal appliances. Selecting Tools > Connection Mode, will display the Local/Remote selection window with the present mode checked.
Menu Bar Operation 41 Date Format The format used for the date display of the Phone Book, Call Log, and Scheduled Dial folders can be changed from day/month/year to month/day/ year. Selecting Tools > Date Format will display the format selection window with the present selection checked. Click the desired Date Format in the menu. The date display for the Nomad SP LCD area is controlled by the XTS IP/XTSc IP or TeleniumIP system and may be different from the selected Date Format in the Nomad SP.
42 Menu Bar Operation Audio The Nomad SP can control the audio input/output device employed. The device for audio input and output is selected in the Audio Device Controls screen, figure as below. The audio output device (received audio) can be defined separately for voice and ring signals. Selecting the Audio device drop-down menu will display the device choices available.
Menu Bar Operation 43 Minimize When the Nomad SP application is executed, a tray icon is created (Figure 34). When the application is "minimized", the Nomad SP icon is moved to the system tray. In this way, the application does not clog the program tray. Figure 34: Nomad SP Desk-top Tray Icon To restore the Nomad SP: Click the tray icon. -or1. Right-click with the mouse pointer on the icon. 2. Select Show or Exit from the pop-up menu.
44 Menu Bar Operation User Programming Differences As previously noted, the Nomad SP operates in essentially the same manner as the traditional Vodavi IP phone. There are, however, several user programmable functions which are not supported due to differences in the platform, i.e., Nomad SP versus Vodavi IP phone. Also several functions that can be used in one system are not supported in another system, i.e.
