THE BRIA SOFTPHONE USER GUIDE

THE BRIA SOFTPHONE USER GUIDE
THE BRIA SOFTPHONE USER GUIDE
1
CONTENTS
Introduction3
System Requirements and Devices
3
Login4
Emergency Calling
6
Basics on Using Your Bria Softphone
7
Placing a Call
10
Answering a Call
11
Controlling Calls
12
Turn on/off the speakerphone
12
Adding video to your call
15
Three Way Calling
16
Voicemail17
Contacts Tab
18
Favorites Tab
22
History Tab
22
Call History Tab
23
Service Management Tab
25
Group Directory Tab
26
Preferences27
THE BRIA SOFTPHONE USER GUIDE
2
INTRODUCTION
The Bria Softphone from CounterPath is a powerful desktop application that, when integrated with your Business
VoiceEdge™ services, is a feature-rich communications tool. The Bria Softphone allows a user’s computer to act as their
work telephone, whether you’re in the office or traveling. The Bria Softphone is ideal as a primary phone for a remote office
user or a secondary device for someone frequently on the go.
Note: Some of the functions of the Bria Softphone such as instant messaging and presence information are not available.
These functions will show up as options on the Bria Softphone but will not be active.
SYSTEM REQUIREMENTS AND DEVICES
SYSTEM REQUIREMENTS
Processor
Minimum: Pentium 4® 2.4 GHz or equivalent
Optimal: Intel Core 2 Duo or equivalent. Video card with DirectX 9.0c support.
Recommended to support HD video: Intel Core 2 Duo or equivalent with minimum 3.0 GHz,
or a triple- or quad-core processor; Video Card with DirectX 9.0c support.
Memory Minimum: 1 GB RAM
Optimal: 2 GB RAM
Hard Disk Space Operating system 50MB
Microsoft Windows XP Service Pack 2
Microsoft Windows Vista, 32-bits and 64-bits arch
Microsoft Windows 7
Connection
IP network connection (broadband, LAN, wireless); Constant Internet connection
Sound Card Full-duplex, 16-bit or use USB headset
MULTIMEDIA DEVICE REQUIREMENTS
Bria requires both speakers and a microphone to make calls. Any of the following configurations are acceptable:
•
•
•
•
•
•
External speakers and microphone
Built-in speakers and microphone
Dual-jack multimedia headset
Bluetooth® multimedia headset
USB multimedia headset
USB phone
For a list of compatible devices please see the following:
https://support.counterpath.com/default.asp?W345Video Cameras
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.
THE BRIA SOFTPHONE USER GUIDE
3
LOGIN
FIRST TIME LOGIN
1. Download the software from http://apps.onvoip.net/softphone/downloads/lib/Bria_Win32_3.1.2.33_61408.exe
2. Install the downloaded software by double clicking on the icon
3. Click on “Next” on the install wizard
4. Read and check your acceptance of the terms of the end user license agreement, then click “Next”
5. On the Destination Folder, accept the Destination folder provided:
a. Select “Create a shortcut for this program on the desktop” if you’d like an icon on desktop to launch the program
b. Select “Launch this program when Windows starts” to have this program run every time you log into Windows
c. Select “Create a shortcut in Quick Launch” if you want this available in the “Start” menu
THE BRIA SOFTPHONE USER GUIDE
4
6. Select “Next” to continue installation when you have completed your selections
7. Click “Install” to begin the installation process
8. Click the “Finish” button to complete installation
NOTE: The User name above is just an example, please log in with your portal/toolbar user name and password.
9. In the username field enter your username (the same as for the portal and/or toolbar for your service),
followed by @ws-7.onvoip.net
10. In the Password field enter the password
11. To have your computer remember your username and password select “Remember login information”
12. To have your computer automatically login and launch the application, check “Log In Automatically”
THE BRIA SOFTPHONE USER GUIDE
5
EMERGENCY CALLING
The Bria Softphone uses the emergency location of your address provided for emergency 911 calls.
The Bria Softphone uses Voice-over-Inter Protocol (VoIP) Service. Emergency calling services/911 may be limited or
unavailable from this device under certain circumstances including but not limited to the following:
•
•
•
•
•
•
When there is an electrical power outage, an internet/broadband service outage and/or degradation of
internet connectivity.
When the phone device is not configured properly.
When the phone device is located at a different address than the registered order address or mobile update
address you provided. To update your address, click on the “Click here for 911 Notice” banner for instructions
on how to update your registered location. The number to update your registered location is 1-866-207-5515.
Prior to changing your address or moving your service, or if you have any 911-related questions, refer to your
user guide for instructions contacting the support center. Updating your address can take up to several business
days to update your new service address in the E911 system.
When due to technical factors, network design, or network congestion, calls experience busy signals or unexpected
answering wait times and/or take longer to answer than 911 calls placed via traditional telephone networks.
If your internet service is suspended.
Please note that when you call 911 from this device, you may have to instruct the Emergency Operator of your location.
911 calls will route to the PSAP associated to last successful address update.
To update your address, click on the “Click here for 911 Notice” banner for instructions on how to update your registered
location. The number to update your registered location is 1-866-207-5515.
THE BRIA SOFTPHONE USER GUIDE
6
BASICS ON USING YOUR BRIA SOFTPHONE
Bria Softphone Menu
Call Panel
Additional Panel Selections
THE BRIA SOFTPHONE USER GUIDE
7
THE BRIA SOFTPHONE MENU
SOFTPHONE
• Preferences: These settings define the options for the Bria Softphone and how it works.
• Log Out: To log off and minimize the Bria Softphone to the system tray.
• Exit: To shut down the Bria Softphone
VIEW
Change how the Bria Softphone looks. Select the panel selections you want available, increase or decrease the size of the
text with zoom options. View your instant message archives.
CONTACTS
Provides options for your address book to add groups of people to make them easy to find, Import contacts, add contacts
to your contacts panel.
HELP
Provides access to troubleshooting and service related features.
THE BRIA SOFTPHONE USER GUIDE
8
MODIFYING THE LOOK OF YOUR SOFTPHONE
Minimize to the task bar
or system tray
Change Panel View
Detach Panel
MINIMIZE OR DISPLAY IN DESK BAR
Minimize the application in the Taskbar by pressing the button with the line, or press the button with the “X” to place it in
the system tray. You can still answer calls when the Bria Softphone is in the task bar or system tray.
If you exit the Bria Softphone while it is minimized or in the Deskbar mode, when you restart Bria Softphone it will start
minimized or in Deskbar mode just as you exited.
CHANGE PANEL VIEW
Navigate between your panels such as your personal contacts, favorite contacts and your company directory (BW
Contacts)
DETACH PANEL
This allows you to make a separate window out of any panel you want to move on the screen.
THE BRIA SOFTPHONE USER GUIDE
9
PLACING A CALL
You can use the Bria Softphone to place calls; there are many ways to place calls using the Bria Softphone.
METHOD
Dial a Number
WHERE
Call Panel Dial pad
Call Panel
3. Type in a number using your keyboard and press ‘enter’
4. To make a video call select the call options in the call button
Address Book Contacts,
History and Favorites
Drag an entry from the address book tab into the call panel and
the call shall be placed immediately
Double Click
a Contact
Address Book Contacts
1. Double-click on the name to immediately place a call in
these tabs
2. Alternately, right click and select video or audio call from
the menu
Click a Number
Call History, Group Directory
Click the underlined number to immediately place a call
Key in Number
Drag and Drop
Contact
1. If the Dial pad isn’t visible, press “Show or Hide Dial pad”
button to view dial pad
2. Use the Dial pad to enter in the extension or the ten digit
number and press the call button
INSTRUCTIONS
PLACE A CONCURRENT CALL
If you want to place a concurrent call while you have an active call, just dial another number and the first call will be put on
hold and the new call will dial out.
NOTE: PLACE A REMOTE OFFICE CALL
A remote office call cannot be placed using the Softphone dialer. To place a remote office call you must use the toolbar.
ENDING A CALL
Press the red End Call button on the call panel.
THE BRIA SOFTPHONE USER GUIDE
10
ANSWERING A CALL
The Bria Softphone must be running to answer incoming calls. When the Softphone rings a box alerting you of an incoming
call, with this box you can accept to answer or decline the call. Declining the call will treat the call like an unanswered call
(for example it will send your call into voicemail if you have a voice mailbox).
AUTO ANSWER
If you select Auto Answer from the More Call Options Menu then the Bria Softphone will automatically answer and connect
you to any incoming calls. An icon will appear on your Softphone under the More Call Options menu that looks like this:
More Call Options Menu
The auto answer feature is automatically turned off when you shut down or log off, you’ll need to manually turn it back on
each time you log back in.
THE BRIA SOFTPHONE USER GUIDE
11
CONTROLLING CALLS
The following are options that are available during a call in progress.
•
•
•
•
•
•
•
Raise or lower volume
Mute the call
Turn on/off speakerphone
Hold Call
Add the other party as a contact
Transfer the call
Add video to call
RAISE OR LOWER VOLUME
Click on the volume icon on the active call and either drag the volume up or down or use the arrows on your keyboard.
MUTE THE CALL
Click on the microphone icon to mute your voice on the call.
TURN ON/OFF THE SPEAKERPHONE
If your computer is equipped with a speaker phone, click the speaker icon to turn on or off.
THE BRIA SOFTPHONE USER GUIDE
12
HOLD CALL
To hold call click the “Hold” button, the call information will then be minimized within the Softphone, to unhold the call click
“Resume.”
ADD PARTY AS CONTACT
Click the yellow plus sign next to the active calling party’s name to add them to your contact list. A dialog box will appear
to allow you to add additional information.
TRANSFER CALL
Click on the call transfer button to transfer a call.
Clicking on this icon will put the caller on hold and change the window to allow you to enter in the party to transfer.
There is a box to enter in a phone number or drag a contact into the box (note: click to dial in your group directory will not
work as a transfer address, you’ll need to enter in the number in the transfer box).
THE BRIA SOFTPHONE USER GUIDE
13
CONSULTATIVE TRANSFER
Click the “Call First button” when the call is connected and you will be able to tell the person who you are transferring to
who the party is you are transferring. When you are ready to transfer the call then hit the “Transfer Now” button and the two
parties will be speaking. Note: your calling line ID will be delivered to the party you are transferring to. Press Cancel to stop
the transfer and then you can reconnect with the original party.
BLIND TRANSFER
A blind transfer will allow you to transfer the call to the other party without speaking to that party first. The calling line ID
information will show up as the transferred party when you use this capability.
Click the transfer button as described above and populate the number you are transferring to.
Click the arrow next to the green box that is populated as call first and select Transfer Now, which will automatically send
the call and end your call with the transferred party.
THE BRIA SOFTPHONE USER GUIDE
14
ADDING VIDEO TO YOUR CALL
Either you or the other party can add video to your active call at any time during the call. To add video click the “Start
Sending Your Video”. This will send the video to the other party (if they have video capability).
A video panel will open and show the video being sent in the corner and if the other party is sending video they will be in
the larger image. The video panel is separate from the Softphone panel.
PAUSING AND RESUMING VIDEO
To pause or resume video, click the camera icon to stop sending your video.
THE BRIA SOFTPHONE USER GUIDE
15
THREE WAY CALLING
To add another caller onto an existing call for a three-way call, in the bottom right corner click the arrow and select “Invite
to Conference Call”.
A dial box will show up where you can either drag a contact to the box or type in the number.
When your three-party call is established your Bria Softphone will show Conference Call 3 Participants and list those
whom are on the call in the active call window.
THE BRIA SOFTPHONE USER GUIDE
16
MERGING TWO ACTIVE CALLS
If you have two active calls (with one on hold) use the call options in the lower right hand corner and select merge calls,
and it will allow you to merge the two active parties into a three way call.
SPLITTING A THREE-WAY CALL
Click the arrow next to any participant and it will allow you to split the call or end the call with both parties. Upon splitting,
one party will be active and the other will be on hold.
VOICEMAIL
If your service includes voicemail, then when you have voicemail messages, an envelope icon will appear near the top
of your Softphone and will indicate the number of voice messages you have. Click the icon to automatically connect to
voicemail to listen to your messages. Note: to enter in your passcode for the voicemail system you must click in the call
status window prior to entering in your passcode.
THE BRIA SOFTPHONE USER GUIDE
17
SHARED CALL APPEARANCE
In some instances the Softphone may be implemented as a Shared Call Appearance (SCA) to another phone. In the case
of Shared Call Appearance you may only be able to use one phone simultaneously; therefore the other phone shall not be
able to place or receive calls (i.e., get dial-tone) while the SCA phone is on a call. If you need to transfer a call from an SCA
phone to the other line then you can put the call on hold and then un-hold from the other phone.
CONTACTS TAB
The contacts tab displays your personal contacts and lets you specify multiple contact methods including Softphone,
work, home, and mobile phone numbers for calling. You can also specify an email address which will open your default
email program (if available) and a website address that will take you to their website.
Contacts are organized into groups. Default groups include family, friends and work. You may also add your own groups by
clicking Contacts>New Group on the Bria Softphone Menu.
You can assign a contact with a primary contact method (e.g., home phone) that will be dialed by dragging that contact
into the call bar.
THE BRIA SOFTPHONE USER GUIDE
18
ADDING CONTACTS
You may add a contact in the following ways:
METHOD
WHERE
INSTRUCTIONS
Adding while on
an active call
Active Call Window
1. When on an active call, click the “+” sign next to the
user’s name.
2. The Contact Profile dialog box will appear and you can fill
out additional contact methods and assign primary contact
method and group for that contact.
Adding from History Tab
History Tab
Right click on call in the history tab and select “Add Contact”
Import Contacts
Bria Softphone Menu
1. Select Contacts>Import Contacts
2. Options include Comma-Separated Values, vCards (vcf file)
or Outlook or Exchange server.
Add from
Group Directory
Group Directory Tab
Click on the add contact icon in the group directory tab for the
Contact Profile dialog box.
Add from
Contacts Tab
Contacts Tab
Click the “Add a New Contact Icon” in the contacts tab for the
Contact Profile dialog box.
THE BRIA SOFTPHONE USER GUIDE
19
CONTACT PROFILE DIALOG BOX
The contact profile dialog box allows you to put in the contact information, group and primary method for your contacts.
FIELD
DESCRIPTION
Display As
This is a required field and is the name that will appear in the call display and caller
alert when you receive a call from this contact.
First Name/Last Name
Optional fields for the contact’s first and last name
Group
Click to show the list of groups and check the groups to add this contact to
Contact Methods
At least one contact method must be populated
NOTE: The “See this person’s Softphone online presence” feature is disabled
Double-Click Action
Choose the desired method to call if you double click this contact in the contact tab
THE BRIA SOFTPHONE USER GUIDE
20
MODIFYING CONTACTS
Right click on the contact and select Edit Profile from the menu.
MOVING A CONTACT TO A DIFFERENT GROUP
Select Contact and drag the contact to a different group.
DELETING CONTACTS
Right click on the contact and select delete from the menu.
DIALING CONTACTS
The following methods can be used to call the contact in the contacts tab:
• Double click the contact to start a phone call
• Drag the contact to the call display to start a phone call
• Right click the contact and select “Start a Call” or “Start a Video Call”
FIND A CONTACT
To search by name, use the type a name or number in the search field pictured below:
THE BRIA SOFTPHONE USER GUIDE
21
FAVORITES TAB
The favorites tab allows for a subset of the contacts for easy access to dial. To add someone as a favorite the following
options are available:
• Right click on the contact in the contacts tab and select “add to favorites”
• Select “Actions” from the Bria Softphone Menu and select “Add to Favorites” while the contact is highlighted
REMOVE FROM FAVORITES
To remove from favorites right click the contact in the favorites tab and select “remove from favorites.”
HISTORY TAB
This tab is the list of calls your Softphone has made, received or missed while the Softphone is active (it will not identify
calls made from another phone (if applicable) or missed calls while the Bria Softphone was inactive.
THE BRIA SOFTPHONE USER GUIDE
22
You may filter with the following settings in the Filter Options menu box next to the search field. You may select from the
following:
FIELD
DESCRIPTION
All
Show all calls
Missed
Show incoming missed calls
Received
Show incoming received calls
Dialed
Show outbound dialed calls
HISTORY PANEL ICONS
Calls in the history log have the following icons:
Missed Calls:
Received Calls:
Dialed Calls:
CALL HISTORY TAB
The call history tab is a more detailed account of all the calls for your service and includes calls missed when your
Softphone was not on as well as any remote office, call forwards or Anywhere calls.
THE BRIA SOFTPHONE USER GUIDE
23
UPDATING THE LIST OF CALLS
To update the list of calls press the F5 button on your keyboard to refresh.
FILTER ICONS
The following is a list of icons in the Call History list.
ICON TYPE
DESCRIPTION
Missed Call Filter
Press this icon to view all missed calls
Received Call Filter
Press this icon to view all received calls
Placed Call Filter
Press this icon to view all placed calls
All Calls
Press this icon to view all calls
CALL TYPE ICONS
Icons similar to the filter icons are in grey next to the called or calling number to identify call types.
ICON TYPE
Received Calls
Placed Calls
Missed or Blocked Call
DESCRIPTION
PLACING CALLS
Click on the underlined number to place a call to any item in the call history panel.
THE BRIA SOFTPHONE USER GUIDE
24
SERVICE MANAGEMENT TAB
The service management tab allows for the setting of common call handling functions from the Softphone. Services that
can be changed from the service management tab include:
•
•
•
•
•
•
•
Be Anywhere
Call Forward Always
Call Forward Busy
Call Forward No Answer
Do Not Disturb
Remote Office
Simultaneous Ring
Note: These features must be assigned to you to set or change. Please see the service guide for details on how these
features work.
THE BRIA SOFTPHONE USER GUIDE
25
GROUP DIRECTORY TAB
The Group Directory Tab provides you with your company directory to easily dial persons you work with. You can also add
group directory contacts to your contacts to store alternate numbers and find quickly.
Use the search field by typing in the first letters of the last name to quickly find a contact.
Click on a blue underlined number to dial someone from the directory. Press on the add contact icon
someone from the group directory to your contacts.
THE BRIA SOFTPHONE USER GUIDE
to add
26
PREFERENCES
To modify your preferences of the Bria Softphone choose Softphone > Preferences.
PREFERENCES – APPLICATION
This panel lets you set your preferences for general application behavior.
THE BRIA SOFTPHONE USER GUIDE
27
PREFERENCES – ALERTS AND SOUNDS
The Alerts & Sounds folder lets you control the call alerts.
For a visual alert for an incoming call check Enable Alert Displays. The alert display will allow you to answer using your
Bria Softphone.
THE BRIA SOFTPHONE USER GUIDE
28
The sounds tab allows you to identify when you receive audio notifications.
THE BRIA SOFTPHONE USER GUIDE
29
PREFERENCES – DEVICES
The Devices area allows you to change and modify settings for the headset, speakerphone and cameras.
THE BRIA SOFTPHONE USER GUIDE
30
PREFERENCES – SHORTCUT KEYS
The Shortcut Keys area allows you to set and customize keyboard commands for basic call answering and in call
functions.
THE BRIA SOFTPHONE USER GUIDE
31
PREFERENCES – NETWORK
The Network Preferences allow for the toggling of the bit-rate for the applications based on bandwidth. The default setting
is Fast Cable, DSL or ADSL.
THE BRIA SOFTPHONE USER GUIDE
32
PREFERENCES – MEDIA QUALITY
The Media Quality preferences allow you to modify the settings on your audio and video.
THE BRIA SOFTPHONE USER GUIDE
33
SELECTION
DESCRIPTION
Audio Quality
Reduce echo from speakers
Turning on this feature improves sound quality. The default is on.
Reduce background noise
Automatically removes background noise, typically used with speaker phones.
Automatic gain control
This feature is typically on.
Preserve bandwidth during
silent periods
This is typically off, but if you’re on a low bandwidth connection, like ISDN, you
may want to turn it on.
Volume control
Choose your preference of volume control.
Video Quality
Enable this option
Click this if your video is upside down.
Limit available resolutions
If this is enabled the Bria Softphone will determine the video resolution based
on your monitor settings.
Resolution options
Recommended to set at standard resolution as default. Adjust to preference
due to computer and network conditions.
PREFERENCES – DIRECTORY
The default is none. See your system administrator for network directory options.
PREFERENCES – CALL AUTOMATION
Settings for auto-answering are to be set in this section.
© Comcast 2013 Comcast Business Services. All Rights Reserved.
THE BRIA SOFTPHONE USER GUIDE
GDE57770_5.13
34