Station User Guide October 2007 - Issue 2.0 Note: Although this User Guide has information about using NomadSP with XTS systems, NomadSP produced as of the date of this issue is currently supported only on TeleniumIP systems.
I Issue Release Changes 1.0 7-05 Initial Release 2.0 10-07 Significant product enhancements are added. Copyright © 2005 Vertical Communications, Inc. All rights reserved. ® Vodavi, XTS, and Telenium are registered trademarks of Vertical Communications, Inc. All other brand and product names are used for identification only and are the property of their respective holders.
Contents i Contents Introduction ..............................................................................................................1 Features............................................................................................................................................ 1 Installation and Setup..............................................................................................2 System Requirements ............................................................................
ii Contents Short Message Service in TeleniumIP Systems.......................................................... 42 ..................................................................................................................................................... 43 ..................................................................................................................................................... 43 .......................................................................................
Introduction 1 Introduction Nomad SP is a multi-media communication tool using a PC-based application to link the operation of an on-screen multi-button telephone with other communications-related PC applications. Nomad SP is visualized on the desktop and interfaced to the user via the mouse and keyboard. All the features of the traditional IP multi-button phone are available to the user.
2 Installation and Setup Installation and Setup Set-up of the Nomad SP is a four step process: 1. 2. 3. 4. Connect the PC to the host Vodavi system. Install the Nomad SP application on the user’s PC. Install the system lock key. Login to complete registration of the 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. TeleniumIP requires a User ID and Password to log into Nomad SP.
Installation and Setup 3 Supported Operating Systems The Nomad SP application can run under one of several Microsoft Operating Systems including: Microsoft Windows XP Home Microsoft Windows XP Professional Microsoft Windows 2000 Professional 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 headset will not work properly.
4 Installation and Setup Nomad SP Connection The PC running the Nomad SP application may be connected to the Vodavi system either as a local or remote device. The connection as a local device requires the Nomad SP to be connected to the same LAN as the host Vodavi system. When connecting as a remote device in a TeleniumIP system, the User ID and Password must be preregistered in the MFIM database.
Installation and Setup 5 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.
6 Installation and Setup Figure 3: Welcome to the InstallShield Wizard Click on the Next> button to continue with the installation.
Installation and Setup 7 Click in the User Name box and type in the name. Click in the Organization box and type the organization. Click on the desired radio button to select who the application is to be installed for. Then click on the Next> button to continue with the installation.
8 Installation and Setup Click on the radio button for Nomad SP, then click on the Next> button to continue with the installation.
Installation and Setup 9 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\Vodavi\Nomad\". It is possible to back-up one step in the install process or to cancel the installation. To continue the installation click the Next> button.
10 Installation and Setup To continue the installation click the Install button.
Installation and Setup 11 A progress bar will show the status of the installation. During the Installation, the Wizard will prompt you to install WinPcap. Follow the instructions of the Wizard to install WinPcap.
12 Installation and Setup Click on the Finish button to exit the wizard.
Installation and Setup 13 Registration in a TeleniumIP System Nomad SP Lock-key The Vodavi Inside Sales Department representatives will issue the lock-key code. 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. The TeleniumIP system administrator installs the lock-key code under the system’s web Admin Maintenance window.
14 Installation and Setup In addition to Login information, the Login window accesses the Network Setting window for defining the device environment. LOCAL CONNECTION The initial registration is automatic, when locally connected, assuming the TeleniumIP system is set to allow registration. Refer to the TeleniumIP Installation Manual for the MFIM Registration Switch settings.
Installation and Setup 15 1. Click on the Network button on the Login window to display the Network window. Network Settings define the connection mode, Local or Remote, and the IP address of the host TeleniumIP. 2. Select Local or Remote mode. 3. Enter the TeleniumIP system IP address, if remote connection. In the local mode, if the System IP Address is blank, Nomad SP will multi-cast discovery messages to locate a host.
16 Installation and Setup Registration in an XTS-IP/XTSc-IP System Nomad SP Lock-key Provide Inside Sales with the serial number of your MPB (use feature code 609 to view the serial number). The Vodavi Inside Sales Department representatives will issue the lock-key code. Prior to registration of the Nomad SP with the host XTS-IP/XTSc-IP system, the host XTS-IP/XTSc-IP system will require installation of the Nomad SP software lock-key.
Installation and Setup 17 Registration Process To run the Nomad SP application: Click on the Nomad shortcut icon. The Nomad SP application will start and attempt to register with the host XTS-IP/XTSc-IP system. 5. In the Login window, enter User ID and Password, then click on the Login button to attempt to register with the host TeleniumIP system. You may check several option boxes to automate login and you may enter a desired Station number, which the system will honor if the number is available.
18 Installation and Setup 1. Click on the Network button on the Login window to display the Network window. Network Settings define the connection mode, Local or Remote, and the IP address of the host TeleniumIP. 2. Select Local or Remote mode. 3. Enter the TeleniumIP system IP address, if remote connection. In the local mode, if the System IP Address is blank, Nomad SP will multi-cast discovery messages to locate a host.
Installation and Setup 19 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.
20 Installation and Setup Plantronics CS-50 USB Headset Integration Any compatible headset can be used; however, if a Plantronics CS-50 USB is used, complete the following procedure for successful integration. 1. Install Nomad SP. Verify connection to the TeleniumIP or XTS-IP system. 2. Install the "PerSonoCall" software that came with the Plantronics CS-50 USB headset. 3. Install the "cs50 event driver", which can be obtained from Plantronics or Vertical Communications, Inc. 4.
Nomad SP Operation 21 Nomad SP Operation Nomad SP interfaces with the user through the Nomad SP Main Window. The Nomad SP Main Window incorporates several elements in the User Interface as shown in Figure 4.
22 Nomad SP Operation Application Menu Bar The Application Menu bar includes File administration, View windows selection, Tools access, and Help access menus. File Selecting the File item from the Application Menu bar shows the File menu selections. File - Logout The Logout selection logs the active user out of the Nomad SP application and displays the Login screen. Closing the Login window terminates the application.
Nomad SP Operation 23 File - Setting The Setting selection displays the Setting sub-menu. You can establish the connection mode, change password, language, dialing rules, popup & Outlook configuration, Call Log On/Off, Differential ring tone, and Audio In/Out settings. File - Setting- System Connection Nomad SP can be registered to a host system in Local or Remote Mode. In the Remote Mode, the host system allocates a VoIP channel to support the call.
24 Nomad SP Operation File - Setting - Password Change Selecting Password Change displays the Change Password window where the Nomad SP access password can be changed. The correct current password must be entered followed by the new password, which must also be confirmed. File - Setting - Language English is the default language. The Local Language option is reserved for future use. Selecting File> Setting>Language, will display the English/Local Language selection window with the present mode checked.
Nomad SP Operation 25 File - Setting - Dialing Rules When you place an outside call from the Phonebook or Call Log window, Nomad SP must include or remove certain dial codes to ensure proper dialing through the host system. When a number is selected from either window, the system will compare the number to the dialing rules codes. The dialing rules country and area codes are compared to the number and if matched are deleted from the number.
26 Nomad SP Operation File - Setting - Popup & Outlook When an incoming call is received, Nomad SP provides one of several Call ID pop-up windows. In addition, the pop-up can be displayed for an outgoing call. The selection of pop-up and when the pop-up is displayed is assigned in the Popup & Outlook window. Note the "Multi-call" type pop-up provides added information for DID call types. Multi-Call Simple Graphic To define the pop-up use: 1. Select Popup & Outlook from the Setting menu. 2.
Nomad SP Operation 27 File - Setting Call Log (On/ Off) Nomad SP can maintain a list of all calls to the phone. Select Setting, then Call Log to display the On/ Off selection box with the present mode checked. When enabled, the Call Log is available for viewing and use. File - Setting Differential Ring When used in a TeleniumIP system, 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.
28 Nomad SP Operation 5. Select OK to close the Ring tone files window and the new file may be selected for use. Note: Some wave or MP3 files are not supported. In this case an error message will be shown. To select a Ring Tone for use: 1. 2. 3. 4. 5. 6. Open the IP Phone window. Click the PGM fixed feature button. Dial 1 for Ring Tone Selection. Dial either 1 for Intercom Ring or 2 for CO/IP ring. Dial desired Ring Tone (1-4). A short burst of the tone is generated. Press SAVE.
Nomad SP Operation 29 File - Window Option - Move Sub-Window Together Check the Move Sub-Window Together item to have any optional windows (i.e., Phonebook, Call Log, Recorded Calls List, Scheduled Dial, IP Phone, and Flex Buttons) that are docked to the Main Window, move and remain docked whenever the Main Window is moved. File - Window Option - Restore Default Window Check the Restore Default Window item to close all optional windows that are open and return to the Main Window only.
30 Nomad SP Operation View The View item allows access to the Nomad SP optional windows and controls display of the Window View Icon Menu bar. Optional windows available are: Phonebook (refer to page 45) Call Log (refer to page 47) Recorded Call List (refer to page 48) Schedule Dial (refer to page 49) IP Phone (refer to page 51) Flex Buttons (refer to page 52) Details on each optional window are provided starting on page 44.
Nomad SP Operation 31 Tools - Phonebook Management Selecting Phonebook from the File menu will present the Phonebook menu where you can manage the Phonebook database. From this menu, you may select to open a new or existing database, save a database, import or export a database or maintain synchronization with an external database. Once a Phonebook is opened, operation of the window is as discussed in Phonebook on page 45. To open a new blank database for use with the Phonebook window: 1.
32 Nomad SP Operation The Phonebook database can be exported for use in other applications including Outlook, GoldMine, and ACT!, or Excel. To export a Phonebook database: 1. Select Export from the Phonebook Management menu. 2. Set the application type to either Outlook, GoldMine, ACT! or Excel. 3. If GoldMine, ACT! or Excel is selected, use the spyglass icon to set the file path to the database. The Phonebook can be synchronized with an external Outlook, GoldMine, ACT!, or Excel database automatically.
Nomad SP Operation 33 Tools - Forward You may select to re-route incoming calls to other stations (Internal Stations, Network Stations), station groups, the system Voice Mail, or over CO/IP resources. To activate Call Forward, Unconditional, Busy, No Answer, or Busy/No Answer: 1. From the Tools menu select Forward to display the Forward control window. 2. Select the desired Call Forward type. 3. Input the station or station group to receive calls. 4. Select OK.
34 Nomad SP Operation Help - About The About item from the Help menu displays the software version, release date, and copyright date of the Nomad SP. Quick Call Menu Bar and Placing & Receiving Calls You can place a call by pre-dialing a number with a mouse in the Simple Dial-pad pop-up, by selecting a party from the Smart Recent Calls List or the Simple Favorites List, or by using the PC keyboard to enter a number or Phonebook name.
Nomad SP Operation 35 Option 3 - Simple Favorites Contact List. Double-click an entry from the Simple Favorites List to place the call. Simple Favorites List Option 4 - PC Keyboard dialing. 1. Use the PC keyboard to enter digits or Phonebook name; entries appear in the pre-dial box as entered. 2. Click on the Call button to place the call. Calls may also be placed directly from the Phonebook or Call Log windows. In addition, opening the IP Phone window permits placing calls as with any IP phone.
36 Nomad SP Operation Receiving a Call When a call is received, the phone will "ring" and the selected Caller Information pop-up window will appear (refer to File - Setting - Popup & Outlook on page 26). The window shows the caller ID delivered from the host system and the name associated from the Phonebook database. If Nomad SP is minimized, the Caller Information window will pop-up to display the incoming call information or the Nomad SP icon in the Windows tray will flash to indicate the new call.
Nomad SP Operation 37 Simple Favorites List The Simple Favorites List is a list of names and corresponding numbers. To simplify dialing of commonly used numbers, you can populate the Simple Favorite List with a name and number only. Double-clicking on a name in the list places the call. Simple Favorites List From this window, a Favorite contact can be added, modified or deleted. To add or modify the contact list: 1. If modifying a contact, select the contact. 2.
38 Nomad SP Operation Message Icons Icons at the top right of the Info Console maintain a count of SMS messages not read and a count of new missed calls. The icons may be used to access the Message List window for simple access to a list of unopened messages or missed calls. No unread SMS messages 2 missed calls 1. Click on either of the icons to display the Message List window, then select the desired folder in the left side of the window to see the list of either SMS messages or Missed Calls. 2.
Nomad SP Operation 39 Appointment Calendar The Nomad SP Calendar displays a monthly calendar with the current date in green and any date with appointments in bold text. By right-clicking the mouse over a bold date on the calendar, an Appointment Summary window is displayed over the Schedule window. The Calendar display permits on-screen access to Outlook scheduler in two ways: Double-click on a date in the Calendar display to create a new appointment.
40 Nomad SP Operation -or1. Right-click the mouse over a calendar date shown in bold text to reveal an Appointment Summary window. Appointments for12/20/06 display 2. In the after right-clicking on bold 20 Summary window, double-click an existing appointment. Modify the appointment following the Outlook instructions. When complete, save and close the Appointment. This saves the Appointment in Outlook and updates the Nomad SP database.
Nomad SP Operation 41 Speaker Button Hold Button Conference Button Transfer Button Volume Controls SMS Slider Button Basic Call Control Menu Bar 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 42 for information on SMS in TeleniumIP).
42 Nomad SP Operation Short Message Service in TeleniumIP 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 41 for information on SMS in XTS-IP and XTSc-IP systems). A text message is comprised of an alphanumeric combination of up to 100 characters when used in TeleniumIP systems.
Nomad SP Operation 43 4. Select the desired recipients with the check boxes or check the box labeled All Members. Then click OK to return to the SMS window 5. Click the Send button to deliver the message. Volume Controls Separate slide controls are provided for adjusting the Speaker and Microphone volume levels; with the mouse drag the slide button right to increase volume, drag left to decrease volume.
44 Nomad SP Operation Flex Buttons Button IP Phone Button Scheduled Dial Button Button Recorded Calls Call Log Button The Window View Icon Menu Bar can be displayed at the bottom of the Main Window to easily access the Optional Windows. Phonebook Button Window View Icon Menu Bar Only one of the database windows (Phonebook, Call Log, Recorded Calls, and Schedule Dial) can be opened at a time. A database, IP Phone and Flex Buttons windows can be opened simultaneously.
Nomad SP Operation 45 Phonebook Nomad SP maintains a Phonebook database of your contacts; both other Nomad SP users and external contacts may be included. You can place calls and send e-mails to contacts selected from the database employing the search, sort, and record management tools on the Phonebook Tool bar. When a record is added, edited, or deleted in the Phonebook, Nomad SP can also update (synchronize) the original source database (refer to Tools - Phonebook Management on page 31).
46 Nomad SP Operation To send an e-mail from the database: 1. Select the desired record. 2. Select the e-mail icon from the Phonebook Tool bar. The Outlook e-mail program is called and loaded with the selected recipient. 3. Type in subject, message, and send the e-mail. To search the Phonebook database: Enter an alphanumeric string in the search box. To sort records in the Phonebook: Click on the header field at the top of the Phonebook to sort alphabetically/numerically; click again for reverse order.
Nomad SP Operation 47 2. Fill in the form - Name is a required field. 3. To add an image from the contact record, double-click in the image field (upper left of the Contact Record form), then navigate to the desired graphic and click on the Open button. 4. Select OK to save the record in the Phonebook and synchronize the source database. To delete a record: 1. Select the desired record(s). 2. Click the delete icon in the Phonebook Tool bar.
48 Nomad SP Operation The Toolbar at the top of the Call Log window, allows you to place a call and manage the Call Log database. To place a call from the Call Log window: Double click on the record to place the call. -or1. Select a record. 2. Click the Telephone icon, Nomad SP will place a call to the phone number of record. To copy a record to the Phonebook: 1. Right-click on the desired record. 2. Click Add New (Phone Book).
Nomad SP Operation Scheduled Dial Window Add New 49 Edit Delete Delete All Make A Call Scheduled Dialing permits you to enter a phone number for dialing at a later scheduled time. When the scheduled time is reached, the Confirm window will appear and you must confirm before dialing will begin. The Scheduled Dial window contains a list of the phone numbers and schedules you enter. The window Tool bar permits you to manage the Scheduled dialing feature.
50 Nomad SP Operation To add or edit a Scheduled Dial: 1. Click the Add New or Edit icon on the window Tool bar and the Scheduled Dialing Manager dialog box appears. 2. Click the pull-down Date/Time menu. 3. Select a date from the calendar and the time (in 24 hour mode) menu. Date & time are required entries. 4. Input or edit the telephone number. The telephone number is a required entry. 5. If desired, enter or edit Name and Company. 6. Select OK to save the schedule and number for later dialing.
Nomad SP Operation 51 IP Phone Window With the IP Phone Window you have complete access to all of the system features as well as the features available to the traditional IP phones, with the few exceptions based on the differences in the user platform (refer to User Programming Differences on page 54). The fixed feature keys operate in the same manner as the IP phones except the mouse is used to select dial pad and feature buttons. For operation of the features, refer to the IP Phone User Guide.
52 Nomad SP Operation Flex Button Window The Flex Button window provides access to the 24 Flex buttons in the screen. 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 host system database, such as CO 001, SPD 001, etc. A further label, which will be displayed in the button, can be assigned in Nomad SP.
Nomad SP Operation 53 To assign a station number or feature code to a Flex button: 1. Place the mouse pointer over the desired Flex Button. 2. Right-click the mouse, then click on "Set Attribute" to display the Flexible Button entry window. 3. Enter the station number or feature code in the Phone Number box. 4. Enter an optional label for the Flex Button in the Description box. 5. Select Save to store the number and return to the Flex Button window.
54 Nomad SP Operation User Programming Differences As previously noted, the Nomad SP operates in essentially the same manner as the traditional Vodavi IP phone. However, there are 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.
