How to Demo
Aeonix UC&C
April 2013
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Contents
1
SCOPE ........................................................................................................................................... 3
2
EQUIPMENT NEEDED .............................................................................................................. 3
2.1
2.2
3
EQUIPMENT PREPARATION .................................................................................................. 5
3.1
3.2
3.3
3.4
4
OUTLOOK ................................................................................................................................ 6
NAVIGATOR ............................................................................................................................. 6
AT THE SITE PREPARATION ................................................................................................. 7
5.1
6
NAVIGATOR ............................................................................................................................. 5
SEA BEAM SOFTPHONE ............................................................................................................ 5
AUDIO MCU ............................................................................................................................ 5
VIDEO MCU ............................................................................................................................ 5
"A DAY BEFORE THE DEMO" PREPARATION ................................................................. 6
4.1
4.2
5
IN-HOUSE DEMO SYSTEM ......................................................................................................... 3
PORTABLE EQUIPMENT ............................................................................................................ 4
STEPS ....................................................................................................................................... 7
THE DEMO................................................................................................................................... 7
6.1
"THE STORY" ........................................................................................................................... 7
6.2
UC – VIEW VOICE MESSAGES AND FAX .................................................................................. 7
6.3
UC CLIENT - NAVIGATOR ........................................................................................................ 8
6.3.1
Call log ............................................................................................................................. 8
6.3.2
Dialing and Conferencing from the Navigator ................................................................. 9
6.3.3
Import Outlook contacts to the Navigator ...................................................................... 11
6.3.4
Send Group IM ............................................................................................................... 12
6.4
AUDIO CONFERENCING AND COLLABORATION ...................................................................... 14
6.4.1
Conference Notification .................................................................................................. 14
6.4.2
Meet-Me (scheduled) Conference ................................................................................... 15
6.4.3
FireBar (Group call) Conference ................................................................................... 18
6.5
VIDEO CONFERENCING .......................................................................................................... 19
6.5.1
Login-In .......................................................................................................................... 19
6.5.2
Conference Management ................................................................................................ 21
6.6
APPENDIX .............................................................................................................................. 24
6.6.1
Appendix A: Check list.................................................................................................... 24
6.6.2
Demonstration Tips ........................................................................................................ 25
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1
Scope
The purpose of this document is to illustrate (step by step) the demonstration (Demo)
process of the Aeonix Unified Communication and Collaboration solution.
It will be used by Sales personal arriving at customer sites and demonstrating the capabilities
and advantages of Aeonix and collaboration with different daily used applications (such as
Microsoft Outlook).
2
2.1
Equipment needed
In-House demo system
Below is a list of Demo "In-house equipment" (software and hardware) you must install for
the demo:
Hardware/Software:
• Aeonix server with licenses (latest approved version)
• Video Appliance
• FXO Gateway (Optional)
• DID number (Optional)
Applications installed:
• SeaMail
• Audio MCU software
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2.2
Portable Equipment
Blew is a list of "Portable Equipment" (software and hardware) needed to run the
demonstration:
Hardware/Software:
• Switch (4 ports minimum)
• Notebook PC (Sales person personal system)
• Microsoft Outlook
• Video Phone (Yealink VP-530)
• Mobil Phone (Optional)
Applications:
• Navigator, Ver. 3.5.2.3 (installed on notebook)
• SeaBeam Softphone (installed on notebook)
• Smfax
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3
3.1
Equipment Preparation
Navigator
• Make sure you have a softphone setup (in addition to your desktop phone) in your
Navigator and that the phone is assign to you in the Aeonix
• IP address and username should be setup ahead of time
3.2
•
3.3
3.4
Sea Beam Softphone
Video codec are : H.264
Audio MCU
• A shortcut of the desktop with the address of the Aeonix Audio Conferencing
Management GUI
• A user name and password of administrator
Video MCU
A shortcut of the desktop with the address of the Aeonix Video Conferencing
Management GUI
• A user name and password of administrator
•
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"A day before the demo" Preparation
4.1
Outlook
• Record a voice message -Before the presentation, record a Voice Message at your
extension. Make sure it will appear in your Outlook Inbox.
• Send a Fax – Before the presentation, send a fax to your extension. Make sure it will
appear in your Outlook Inbox.
4.2
Navigator
• Make sure you have a user available for the demo (like a tech support technician)
with the Call ID that matches the one you will use in the presentation.
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5.1
6
At the site preparation
Steps
• Connect to the customer network backbone
• Make sure you can start the VPN
•
•
Connect the Video Phone to the Switch
Make sure the phone is Login
•
•
•
Start the Navigator
Make sure Navigator is Login
Make sure you can switch between Desktop Phone and Softphone
•
•
Open the SeaBeam
Make sure the SeaBeam is Login
The Demo
6.1 "The Story"
"Hello...my name is Joe and I will present to you today the Aeonix UC&C tools I use in my
daily work routine.. "
"….Imagine I travel and I arrive to my hotel… I want to check the status of my Mail, faxes,
Voice messages etc…"…..
6.2 UC – View Voice Messages and Fax
"I open my outlook to check my messages…"
<Open the outlook>
"I see that I have a voice and Fax Messages…"
<Click on the voice message and listen to the recorded message>
<Click on the Fax message and view the sent pages>
"I send a fax reply after I made changes …"
<Open smfax application, fill-up the form and send a fax >
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6.3
6.3.1
UC Client - Navigator
Call log
"I open my Call Log to check who was trying to reach me .."
<Open the Navigator>
<Click on setup button and choose call log>
<show that you click-and-dial from the list>
<Show that you can Save/Delete/ Export the list to Excel>
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6.3.2
Dialing and Conferencing from the Navigator
"I decide to call the one who sent me the fax.."
<Open the Navigator>
"Since I'm traveling and I do not have my desk phone next to me, I will change to a softphone
mode in my Navigator..."
<Change the mode to a softphone>
"I decide to call the one who sent me the fax..."
"I do a name search in my navigator..."
<enter a name in the search tab and press <enter> …>
<Demonstrate that you can click on the name to dial>
<Minimize the Navigator>
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"While on the call, a new call comes in..."
<Demonstrate that you see at the bottom of the screen the call tab>
<Demonstrate that you see the contact name from the outlook>
"I decide to answer the call..."
< Click on the Answer Tab>
<Demonstrate that by one click on the Answer tab , you answer the call and put the first call
on hold>
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"I decide to put the two calls in conferences..."
< Click on the Conference Tab>
<Demonstrate that by one click on the Conference Tab, you put the three (3) parties into
one conference>
6.3.3 Import Outlook contacts to the Navigator
< Click on the "Refresh Outlook Contacts" tab>
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<Demonstrate that you can click and dial from the contacts at the Outlook tab>
6.3.4 Send Group IM
< Click on the "Group Instant Message" tab>
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<Demonstrate that you can send an IM to a group of Navigator users>
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6.4
6.4.1
Audio Conferencing and Collaboration
Conference Notification
<open the desktop and show that you an Outlook reminder from the calendar>
"I see that I have a scheduled Conference …"
<Click on the reminder and explain that you got the invitation with instruction on when to
call, to what number and the password to be used>
<Explain that you also got a link to a web location for collaboration>
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6.4.2
Meet-Me (scheduled) Conference
"I will dial the number and enter my password …"
<dial the ext. listed using your Navigator client. Use the "222" password>
<You will hear a music playing>
"The meeting will not start until the administrator will join in …"
"I will dial from another phone emulating another member of the meeting…this time I will
enter the administrator password which is different from all other members …"
<dial the ext. listed using the Desktop phone next to you. Use the "111" password>
<The meeting will start>
"As the administrator, I have full management capabilities on the conference …"
<Login to the administrator of the Audio Conference>
"I will view the current conference …"
<go to the Real View tab in the menu>
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"..and I can manage the conference …"
<Mute all participants>
<Mute one participant>
<Lock the Conference>
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<Record a Conference>
<remove one participants>
<terminate the conference>
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6.4.3
FireBar (Group call) Conference
"I can create a conference on a routine basis to the same group of participants by "oneclick"…, It can be used to inform and bring a group of first responders into an emergency
audio conference…"
<go to the Real View tab in the menu>
"I have a conference already created and I will click on it to invite all members to the
conference"
<go to the Firebar tab in the menu>
<click on the Start button>
"I can now manage the conference"
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6.5
6.5.1
Video Conferencing
Login-In
"As the administrator, I have full management capabilities on the Video conference …"
<Login to the administrator of the Video Conference using the administrator password>
"from the administration menu, I can configure and maintain the system …"
<explain the SIP link between the Aeonix and the MCU>
<explain the leading number for the MCU which is the Trunk Group Number in the Aeonix. In
this case it is 4500>
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"I will create a conference room"
<Go to the Conference tab>
<Click on "Conference Settings" tab>
<Click on Edit tab of the Conference room (in this case…450)>
<Go to each tab separately and explain each point>
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6.5.2
Conference Management
"to manage a Conference, I will login as the Conference administrator"
<Login to the administrator of the Video Conference using the conference password>
"there are few ways to create a Video conference. One way is to invite members to the
conference …"
"I will invite members to my conference …"
<Go to the Conference view and start inviting members to an Audio conference>
<Invite: The video Desk phone, Your Seabeam, 3rd part remote user>
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"I can now view the Conference …"
<open the Seabeam and press "Start Video">
<show the effect of changing the Conference Setup on the screen>
<for example: stop the Video for one user and show that there is one less member>
"I can now manage the Video Conference …"
<show the effect of changing the Conference Setup on the screen>
<for example: stop the Video for one user and show that there is one less member>
<<demonstrate that you can:
Invite a participant to join the conference
Modify the status of the participant from dominant to non dominant and vice versa
Make a participant visible/invisible
Obtain call statistics
Mute/Unmute all participants
Mute/Unmute a participant
Remove a participant from the conference
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"I can now change the Layout of the Video Conference …"
<show the effect of changing the Conference Setup on the screen>
<show the effect of changing from "Equal Presence" to "Dominate Base">
"I can see the user's connectivity using the "Show Statistics" option …"
<click on "Show Statistic: and show the users connectivity>
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6.6
6.6.1
Appendix
Appendix A: Check list
UC Fax and Message
Have a Fax and a Voice Message in your outlook
√
Navigator
Navigator is set as Desktop Phone
Navigator is set as “Navigator” in Aeonix
Make sure you have a softphone for the Navigator
All users in Aeonix have names in the “Display Name”
Have at least Two (2) navigator users
Have Two(2) users in Outlook with an extension and Picture
Audio Conference and collaboration
Meetings in Outlook for Audio and Collaboration (created by iCal)
Meetings in Outlook for Video meeting in Outlook
Change hosts file with the line “…”
Make sure you don’t have any other Collaboration window open
Video Conference
List all Video phones so you will know the numbers
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6.6.2
Demonstration Tips
Make sure you minimize all applications for a clear look
Use the public Directory to present the dial by name and do not use the Outlook to dial
Have a "quiet Screen" ..blue background
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