OpenScape UC Application V9

OpenScape Web Client

User Guide

A31003-S5090-U109-29-7619
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Reference No.: A31003-S5090-U109-29-7619
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 Contents

Contents

History of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 About this Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1 Whom we address with this Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2 Structure of this Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.3 Symbols used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.4 Markups used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.5 Acronyms used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2 Overview of the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.1 Usage Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3 First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3.1 How to Log On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3.2 How to Change your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3.3 How to Set your Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3.4 How to Add a Profile Picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
3.5 How to Determine your Preferred Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
3.6 How to Display your Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.7 How to Accept a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.8 How to Call a Phone Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.9 How to Call a Contact from the Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.10 How to Copy a Contact from the Directory to your Private Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.11 How to Create a new Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3.12 How to Call a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.13 How to Display your Voicemails. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.14 How to Log Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4 Using the Client Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4.1 Structure of the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4.1.1 Header Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.1.2 Tab Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
4.1.3 Call Control Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
4.1.4 Contextual Action Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
[Link] How to Add Contacts to a Contextual Action Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
[Link] How to Remove a Contact from a Contextual Action Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
[Link] How to Dismiss the Content of a Contextual Action Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
4.1.5 Signaling Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.1.6 Navigation Bar and Content Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.1.7 Contact Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
[Link] How to Minimize Contact Groups or Teams in the Contact Area . . . . . . . . . . . . . . . . . . . . . . . . . 29
[Link] How to Display a Contact Group or Team in the Contact Area . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2 General Use of the Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2.1 How to Log On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2.2 How to Log Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.2.3 How to Change your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.2.4 How to Invoke the Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.2.5 How to Determine the Software Version Used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.2.6 How to Download OpenScape Desktop Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

A31003-S5090-U109-29-7619, 03/2020
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4.3 Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.3.1 How to be Notified about a Missed Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.3.2 How to have a new Call Signaled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.3.3 How to have a new Call Pickup Signaled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.3.4 How to have a new Instant Message Signaled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4.3.5 How to Set Tell-me-When Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
[Link] How to Configure the Default Duration of Tell-me-When Notifications. . . . . . . . . . . . . . . . . . . . . . 37
4.3.6 How to have a new Web Collaboration Signaled. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.3.7 How to have a new Voicemail Signaled. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.4 General Call Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.4.1 How to Accept a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.4.2 How to Reject a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4.4.3 How to Call a Phone Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4.4.4 How to Terminate an Active Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
4.4.5 How to Hand an Active Call over to Another Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
4.4.6 How to Transfer a Call to Another Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
4.4.7 How to Place an Active Call On-Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
4.4.8 How to Reconnect to a Held Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
4.4.9 How to Alternate between Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
4.4.10 How to Make a Consultation Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
4.4.11 How Hand a Call over after Consulting another Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
4.4.12 How to Send an E-Mail to a Conversational Partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
4.4.13 How to Start a Chat with a Conversational Partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
4.4.14 How to Initiate a Web Collaboration Session with a Conversational Partner. . . . . . . . . . . . . . . . . . . . 46
4.4.15 How to Record a Web and Audio Conference simultaneously . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
4.5 Contacts and External Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
4.5.1 How to Display a Contact's Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
4.5.2 How to Create a new Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
4.5.3 How to Change the Data of a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
4.5.4 How to Delete a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
4.5.5 How to Find a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4.5.6 How to Find a Private Contact using the Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
4.5.7 How to Call a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
4.5.8 How to Initiate an Ad-hoc Conference with Private Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
4.5.9 How to Initiate a Callback from the Contact Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
4.5.10 How to Send an E-Mail to a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
4.5.11 How to Send an E-Mail to several Private Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
4.5.12 How to Start a Chat with a Private Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
4.5.13 How to Start a Chat with several Private Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
4.5.14 How to Initiate a Web Collaboration Session with a Private Contact. . . . . . . . . . . . . . . . . . . . . . . . . . 60
4.5.15 How to Create a new Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
4.5.16 How to Rename a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
4.5.17 How to Assign a Private Contact to an Existing Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
4.5.18 How to Assign several Private Contacts to an Existing Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
4.5.19 How to Assign a Private Contact to a New Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
4.5.20 How to Assign several Private Contacts to a New Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
4.5.21 How to Display all Private Contacts of a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
4.5.22 How to Delete a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
4.5.23 How to Initiate an Ad-hoc Conference with all Private Contacts of a Group . . . . . . . . . . . . . . . . . . . . 66
4.5.24 How to Send an E-Mail to all Private Contacts of a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
4.5.25 How to Start a Chat with all Private Contacts of a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
4.5.26 How to Initiate a Web Collaboration Session with all Private Contacts of a Group . . . . . . . . . . . . . . . 68

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4.5.27 How to Find a Contact in the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

4.5.28 How to Copy a Contact from the Directory to your Private Contacts . . . . . . . . . . . . . . . . . . . . . . . . . 70
4.5.29 How to manually Synchronize a Directory Contact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
4.5.30 How to Call a Contact from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
4.5.31 How to Send an E-Mail to a Contact from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
4.5.32 How to Start a Chat with a Contact from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
4.5.33 How to Initiate a Web Collaboration Session with a Contact from the Directory . . . . . . . . . . . . . . . . 74
4.5.34 How to import contacts from a csv file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
4.6 Call History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
4.6.1 How to Display your Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
4.6.2 How to Delete all Entries of your Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
4.6.3 How to Delete an Entry from your Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
4.6.4 How to Filter the Entries of your Call History by Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
4.6.5 How to Change the Collation in your Call History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
4.6.6 How to Initiate a Call via a Call History Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
4.6.7 How to Send an E-Mail via a Call History Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.6.8 How to Start a Chat via a Call History Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.6.9 How to Initiate a Web Collaboration Session via a Call History Entry . . . . . . . . . . . . . . . . . . . . . . . . . 82
4.7 One-Number Service (ONS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
4.7.1 How to Determine your Preferred Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
4.7.2 How to Set a Preferred Device to be Always Used for Incoming and Outgoing Calls . . . . . . . . . . . . . 84
4.7.3 How to Make your Preferred Device Dependent on your Current Presence Status. . . . . . . . . . . . . . . 85
4.7.4 How to Add a new Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
4.7.5 How to Change the Settings of a Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
4.7.6 How to Delete a Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
4.7.7 How to Create a Device List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
4.7.8 How to Edit your Device List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
4.7.9 How to Delete a Device List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
4.7.10 How to Configure and Activate Automatic Forwardings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
4.7.11 How to Disable all Automatic Call Forwardings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
4.8 Presence Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
4.8.1 How to Set your Presence Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
4.8.2 How to Provide your Individual Presence Status Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
4.8.3 How to Determine the Default Presence Status for Logon/Logoff . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
4.8.4 How to Determine your Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
4.8.5 How to Determine the Viewers of your Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
4.8.6 How to Send a Presence Status Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
4.8.7 How to Reply to a Presence Status Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
4.8.8 How to Display the Viewer States for your Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
4.8.9 How to Delete the Viewer Status of a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
4.9 Telephone Conferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
4.9.1 How to Initiate a Device-Controlled Conference (Large Conference). . . . . . . . . . . . . . . . . . . . . . . . . 101
4.9.2 How to Display Available Conferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
4.9.3 How to Display the Configuration Details of a Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
4.9.4 How to Create a Persistent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
4.9.5 How to Edit Settings of a Persistent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
4.9.6 How to Delete a Persistent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
4.9.7 How to Create a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
4.9.8 How to Edit Settings of a Scheduled Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
4.9.9 How to Delete a Scheduled Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
4.9.10 How to Decline Taking Part in a Conference before the Conference Start . . . . . . . . . . . . . . . . . . . 110
4.9.11 How to Call a Participant before the Start of a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

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4.9.12 How to Send an E-Mail to a Participant before the Start of a Conference. . . . . . . . . . . . . . . . . . . . . 111
4.9.13 How to Send an E-Mail to Participants before the Start of a Conference . . . . . . . . . . . . . . . . . . . . . 112
4.9.14 How to Start a Chat with a Participant before the Start of a Conference. . . . . . . . . . . . . . . . . . . . . . 113
4.9.15 How to Start a Chat with Participants before the Start of a Conference . . . . . . . . . . . . . . . . . . . . . . 113
4.9.16 How to Start a Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
4.9.17 How to Join a Started Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
4.9.18 How to Decline Taking Part in a Conference after the Conference Start. . . . . . . . . . . . . . . . . . . . . . 116
4.9.19 How to Display the Connection Details of a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
4.9.20 How to Mute Yourself in a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
4.9.21 How to Lift Your Own Muting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
4.9.22 How to Mute an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
4.9.23 How to Unmute a Conference Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
4.9.24 How to Hand an Active Conference over to Another Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
4.9.25 How to Send an E-Mail to Participants after the Start of a Conference . . . . . . . . . . . . . . . . . . . . . . . 120
4.9.26 How to Start a Chat with a Participant after the Start of a Conference . . . . . . . . . . . . . . . . . . . . . . . 120
4.9.27 How to Start a Chat with Participants after the Start of a Conference . . . . . . . . . . . . . . . . . . . . . . . . 121
4.9.28 How to Join a Web Collaboration Session in a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
4.9.29 How to Close a Conference Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
4.9.30 Communication options in a persistent conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
4.9.31 Select number for conference partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
4.9.32 Additional Moderator Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
[Link] How to Lock a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
[Link] How to Unlock a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
[Link] How to Add Participants to a Started Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
[Link] How to Assign Moderator Privileges to a Conference Participant . . . . . . . . . . . . . . . . . . . . . . . 127
[Link] How to Join a Conference as a Moderator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
[Link] How to Withdraw Moderator Privileges from a Conference Participant . . . . . . . . . . . . . . . . . . . 128
[Link] How to Mute a Conference Participant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
[Link] How to Unmute a Conference Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
[Link] How to Close the Connection to a Conference Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
[Link] How to Extend a Conference by a Web Collaboration Session . . . . . . . . . . . . . . . . . . . . . . . . 130
[Link] How to Terminate a Conference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
[Link] How to Record a Web and Audio Conference simultaneously. . . . . . . . . . . . . . . . . . . . . . . . . 131
4.10 Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
4.10.1 How to Display your Voicemails. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
4.10.2 How to Play a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
4.10.3 How to Store a Voicemail on your PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
4.10.4 How to Initiate a Call from a Voicemail Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
4.10.5 How to Send an E-Mail via a Voicemail Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
4.10.6 How to Start a Chat from a Voicemail Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
4.10.7 How to Initiate a Web Collaboration Session via a Voicemail Entry . . . . . . . . . . . . . . . . . . . . . . . . . 136
4.10.8 How to Delete a Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
4.10.9 How to Delete all of your Voicemails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
4.10.10 How to Configure your Voicemail Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
4.11 Team Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
4.11.1 How to Accept a Call for a Team Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
4.11.2 How to Create a Team. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
4.11.3 How to Edit a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
4.11.4 How to Delete a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
4.11.5 How to Leave a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
4.11.6 How to Invite Members to a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
4.11.7 How to Grant Administrator Permissions to other Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . 141

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4.11.8 How to Revoke Administrator Permissions from other Team Members . . . . . . . . . . . . . . . . . . . . . . 142
4.11.9 How to Remove a Team Member. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
4.12 Instant Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
4.12.1 How to Add Users to a Chat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
4.12.2 How to Call Chat Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
4.12.3 How to Initiate a Web Collaboration Session with Chat Participants . . . . . . . . . . . . . . . . . . . . . . . . 145
4.12.4 How to Leave a Chat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
4.12.5 How to Close a Chat. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
4.13 Web Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
4.13.1 How to Join a Web Collaboration Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
4.14 Simple and Advanced Forwarding Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
4.14.1 How to Create a Simple Forwarding Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
4.14.2 How to Create an Advanced Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
4.14.3 How to Edit an Advanced Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
4.14.4 How to Disable an Advanced Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
4.14.5 How to Delete an Advanced Rule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
4.15 Profile overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
4.15.1 How to create a profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
4.15.2 How to activate a profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
4.15.3 How to edit a profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
4.15.4 How to deactivate a profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
4.15.5 How to delete a profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
4.16 Chat Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
4.16.1 How to display your Chat History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
4.16.2 Using communication options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
4.17 Greetings overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
4.17.1 Default greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
4.17.2 Single greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
4.17.3 Vacation greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
4.17.4 Business greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
4.17.5 Rules and restrictions for greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

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History of Changes

History of Changes 0

Date Changes Reason

2015-11-24 ADDED: UCBE-978
Chapters managing teams:
- How to Create a Team
- How to Edit a Team
- How to Delete a Team
- How to Leave from a Team
- How to Invite Members to a Team
- How to Remove Members from a Team
- How to Grant Administrator Permissions to other Team Members
2015-11-26 ADDED: UCBE-886
Chapters for managing Device Lists:
- How to Create a Device List
- How to Edit a Device List
- How to Delete a Device List
2015-11-27 UPDATED: UCBE-881
- How to log on
- Structure of the user interface
- Navigation bar and content area
- Contact area
- How to minimize contact groups or teams in the contact area
- How to display contact groups or teams in the contact area
2015-11-30 UPDATED: UCBE-980
- How to be Notified about a Missed Call
2015-11-30 ADDED: UCBE-977
- How to Find a Private Contact using the Advanced Search
2015-11-30 UPDATED: UCBE-988
- How to Change the Data of a Contact
2015-11-30 UPDATED: UCBE-981
- How to join a started conference
2015-11-30 UPDATED: UCBE-299
- Contacts and External Directory
- How to manually Synchronize a Directory Contact
2015-11-30 UPDATED: UCBE-982
- Presence service
2015-11-30 UPDATED: UCBE-970
- Contacts and External Directory
- How to Change the Data of a Contact
- How to Find a Private Contact using the Advanced Search
2016-01-21 UPDATED: UCBE-4407
- Contacts and External Directory
2016-01-21 ADDED: UCBE-4424
- Communication Options
UPDATED:
- How to Send an E-Mail to a Participant before Start of a Conference
- How to Send an E-Mail to Participants before Start of a Conference

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Date Changes Reason

2016-01-22 UPDATED: UCBE-3284
Presence Service
2016-01-29 UPDATED: UCBE-4424
How to Send an E-Mail to Participants before the Start of a Conference
ADDED:
Communication options in a persistent conference
2016-01-29 UPDATED: UCBE-4550
How to Determine your Preferred Device
2016-02-10 UPDATED: UCBE-1559
Usage Restrictions
2016-02-12 UPDATED: UCBE-3993
Presence Service
How to Set your Presence Status
How to Provide your Individual Presence Status Text
2016-02-12 UPDATED: UCBE-3506
Contacts and External Directory
2016-02-15 UPDATED: UCBE-4873
How to Create an Advanced Rule
2016-02-17 UPDATED: UCBE-4367
How to Create an Advanced Rule
2016-03-22 UPDATED: UCBE-4424 /
- Communication Options UCBE-4291
- How to Send an E-Mail to Participants before Start of a Conference feedback
2016-05-19 UPDATED: UCBE-6198
- How to Send an E-Mail to several Private Contacts
- Communication options in a persistent conference
2016-05-23 ADDED: UCBE-5829
- How to import contacts
2016-05-23 UPDATED: OCMP-828
- How to delete a private contact
2016-05-30 UPDATED: UCBE-5828
- How to display your call history
2016-06-03 UPDATED: UCBE-6669
- Contact area (add info about used timezone)
2016-06-16 UPDATED: UCBE-6861
- Usage Restrictions
2016-06-22 REMOVED: UCBE-6255
- Section 3.2
How to Determine your Language for OpenScape UC Application
- Chapter 4.2.4
How to Determine your Language for OpenScape UC Application
2016-06-22 UPDATED: UCBE-5834
Chapter 4.8 Presence Service
with new internal state "In a call"
2016-06-23 UPDATED: UCBE-6690
Chapter 4.5.27 How to find a contact in the Directory

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History of Changes

Date Changes Reason

2016-06-24 UPDATED: UCBE-6598
- How to Initiate a Web Collaboration Session with a Private Contact
- How to Initiate a Web Collaboration Session with all Private Contacts of a
Group
- How to Initiate a Web Collaboration Session with a Contact from the
Directory
- How to Initiate a Web Collaboration Session via a Call History Entry
2016-08-18 UPDATED: UCBE-7451
- Chapter 4.8 Presence Service
with new internal state "in a call" (corrections for UCBE-5834)
2016-08-31 UPDATED: UCBE-1925
How to Record a Web and Audio Conference simultaneously
2016-09-05 UPDATED: How to Display your Call History UCBE-5827
2016-12-15 UPDATED: Navigation Bar and Content Area V9R2
2016-12-15 NEW: Chat Overview V9R2
2017-02-16 UPDATED: UCBE-9965
- Chapter How to Log On
Inform that domain needs to be specified with capital letters
2017-10-11 UPDATED: V9 R3
- Notifications UCBE-13267
- How to Configure and Activate Automatic Forwardings
NEW:
- How to have a new Web Collaboration Signaled
- How to have a new Voicemail Signaled
2018-01-09 UPDATED: How to import contacts from a csv file UCBE-14738
2018-02-20 Updated: How to Create a Scheduled Conference UCBE-15198
2018-03-12 Updated: Chat Overview UCBE-15053
2018-09-10 New Chapter: Select number for conference partner UCBE-16894
2018-11-11 Updated: Simple and Advanced Forwarding Rules and subsections UC V9R4
new Secions for Profiles UCBE-xxxx
new Sections for Greetings
2019-02-11 NEW: UCBE-18567
- Chapter: How to Leave Chat UCBE-18560
- Chapter: Rules and restrictions for greetings UCBE-18563
UPDATED: UCBE-18700
- How to Create a Scheduled Conference
- Vacation greeting
- Chat Overview
- Using communication tools

2019-04-25 Updated: UCBE-19364

- Chapter 4.17 Greetings overview
2020-03-06 Updated: UCBE-19736
- Chapter 4.13 Simple and Advanced Forwarding Rules
2020-03-27 Updated: UCBE-22406
- Chapter 4.3 Notifications

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History of Changes

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4 OpenScape UC Application V9 OpenScape Web Client, User Guide
 About this Document
Whom we address with this Document

1 About this Document

In this section we provide information about the document on hand.

1.1 Whom we address with this Document

This document addresses end users who deploy OpenScape Web Client.

We assume the reader to have the following knowledge for making full use of the
information provided:
• Knowledge of terms commonly used in the environment of communications
solutions.
• Knowledge of how to generally operate a computer.
• Knowledge of how to generally operate your browser.

1.2 Structure of this Document

This document is structured as follows:

Chapter 1 – About this Document

This chapter contains general information about this document. You can use this
information to orientate yourself in the document, thus quickly finding your topics
of interest.

Chapter 2 – Overview of the Client

This chapter provides a short overview of the client's features.

Chapter 3 – First Steps

This chapter facilitates your becoming familiar with the client. It describes the first
steps to take for using the client.

Chapter 4 – Using the Client Features

This chapter describes how to use the single features of the client.

1.3 Symbols used

In this document we use the following markings to draw you attention to specific
contents.

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About this Document
Markups used

IMPORTANT:
Denotes information of high priority. Please definitely read and
heed such notes to avoid malfunctions culminating in damaged
devices and a possible loss of data.

NOTICE:
Denotes information worth knowing or useful tips.

1.4 Markups used

In this document we use the following markups to highlight specific passages.

Element Markup
GUI elements Select Save to …
Sequence of menu items Users & Resources > Resources
Command line output C:> unknown command
System input Enter true in the ... field.
Directory and file names /var/[Link]
File contents conname=%CONNECTION_NAME%
Names of keyboard keys Push Esc to …
Specifications with varying content <user name>

1.5 Acronyms used

In this document we use the following acronyms.

Acronym Meaning
CTI Computer Telephony Integration
DTMF Dual Tone Multiple Frequency
GUI Graphical User Interface
HTML Hypertext Markup Language
IP Internet Protocol
ISDN Integrated Services Digital Network
LAN Local Area Network
MWI Message Waiting Indicator
OND One-Number Device

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 About this Document
Acronyms used

Acronym Meaning
ONS One-Number Service
PKI Public Key Infrastructure
PSTN Public Switched Telephony Network
QoS Quality of Service
RAM Random Access Memory
SIP Session Initiation Protocol
TCP Transmission Control Protocol
TC Telecommunications
TUI Telephony User Interface
UDP User Datagram Protocol
UMS Unified Messaging System
URI Uniform Resource Identifier
XML Extensible Markup Language

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Overview of the Client
Acronyms used

2 Overview of the Client

Using the client you can deploy OpenScape UC Application features with a
browser.

The client provides in particular the following features:

Call features
• Managing calls
• Managing your preferred device of OpenScape UC Application
• Logging calls in a call history
• Accept team calls

Conference features
• Creating and initiating persistent audio and web conferences
• Initiating scheduled audio, video, and web conferences

NOTICE: You can set up these conferences with the conference

extensions for Microsoft Outlook or IBM Notes.

• Controlling audio, video, and web conferences (floor control)

Contact features
• Creating and organizing private contacts
• Finding contacts in the connected directory of OpenScape UC Application
• Copying contacts from the connected directory of OpenScape UC Application
to the private contacts
• Synchronizing contact data copied from the connected directory of
OpenScape UC Application to the private contacts

Presence features
• Managing and displaying user presence
• Displaying device presence

Instant Messaging
• Chats with single or more than one communication partners

Voicemail features
• Managing voicemails from OpenScape Xpressions

Security features
• Access control by user name and password
• Application of the OpenScape UC Application password policy

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 Overview of the Client
Usage Restrictions

• Option for encrypted communication with the OpenScape UC Application

server
User Profiles
According to the permissions set by the system administrator, you may or may not
have access to certain features described above. The following user profiles may
be configured by the administrator including different permissions:
1. Essential: Users with the essential profile can record local calls, access their
calendar, mailbox and E-mail via the voice portal, use video communication
and the dialing via contacts feature and voicemail access via native
OpenScape services.
2. Professional: Users with the professional profile can record local calls, use
ad hoc conferences, instant messaging, presence status, simplified rules, as
well as access their calendar, mailbox and E-mail via the voice portal, video
communication, the dialing via contacts feature and voicemail access via
native OpenScape services.

2.1 Usage Restrictions

The following restrictions apply for using the client:

• You cannot use the client parallel to OpenScape Web Client V1.
• The Web Client does not support multiple sessions. In other words, you
should not open several browser sessions for the same user, as several
services, such as the presence service, may be affected. The same applies
for parallel access with the OpenScape Web Client 1.0, OpenScape Desktop
Client and OpenScape Fusion.
• For displaying all of its elements in the web browser the client requires a
display surface of 1024×768 pixels.
This display surface is just about reached when you maximize the Internet
Explorer 10 window and display only the menu bar at a screen resolution of
1024 × 768 pixels.
• You cannot use the client in the web browser's private operating mode (for
example Private Browsing in Mozilla Firefox or InPrivate in Microsoft
Internet Explorer).
• You must not enforce the Compatibility View in the Internet Explorer.
• The Disable script debugging setting must be active in the Internet Explorer.
• We recommend the following sizes for contact pictures:
– 24×24
– 32×32
– 42×42
– 56×56
– 72×72
If pictures are used in a size different from the above, the client will convert
them into the recommended sizes.

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Overview of the Client
Usage Restrictions

• The following applies in the scope of the team function:

Even if team calls are displayed to you in the client, you cannot pick up such
a call if your preferred device (OND) is not idle. This is still not possible even
if your preferred device (OND) signals the call.
Example:
User A with the ONS number 100 and User B with the ONS number 200 are
members of the same team. User A configures the device with phone number
200 as the preferred device. User B deploys the device with his/her ONS
number 200 as the preferred device (OND).
A third user calls the phone number 100 and is forwarded to the device with
phone number 200. The device with phone number 200 rings and the call is
offered in the client of User B for pickup.
User B cannot accept the incoming call because his/her preferred device
(OND) with phone number 200 is currently not idle; because: it signals an
incoming call.

• You must clear the cache and restart you browser after a HotFix update, in
order to avoid slow performance on the OpenScape Web Client.
• The rule merging strategy is for users of WebClient 1.0 moving to the new UI.
But Switching back and forth is definitely not supported.
Different users from the same system can use different clients.
• Browsers and language
Each browser is using a different logic / source to investigate the user’s
language.
– Internet Explorer (11) uses the regional setting in control panel which also
define date format and currency for the OS (regardless of the language
configured in Internet Explorer settings).
– Firefox uses the language defined in the language list in the browser
setting.
– Chrome uses the language of the Chrome UI (regardless of the language
list in Chrome settings).
A cusomer still can reenable the language switcher in [Link] =>
ShowLanguageSwitch but should know that this would or could have a
serious impact on performance and memory consumption of the browser.

NOTICE: the [Link] can be modified only by the admin-

istrator.

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 First Steps
How to Log On

3 First Steps
This chapter facilitates your becoming familiar with the client. It describes the first
steps to take for using the client.

The described first steps are:

1. How to Log On
2. How to Change your Password
3. How to Set your Presence Status
4. How to Add a Profile Picture
5. How to Determine your Preferred Device
6. How to Display your Call History
7. How to Accept a Call
8. How to Call a Phone Number
9. How to Call a Contact from the Directory
10. How to Copy a Contact from the Directory to your Private Contacts
11. How to Create a new Private Contact
12. How to Call a Private Contact
13. How to Display your Voicemails
14. How to Log Off

3.1 How to Log On

Before the user interface is displayed, you must log on.

Step by Step
1) Open your browser and invoke therein the address you received from your
administrator.
The login dialog is displayed.

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First Steps
How to Log On

2) Enter your user name for logging to the OpenScape UC Application in the
user name field.
Windows authentication:
If the Windows authentication is active in your system, you can use your
Windows login data for logging to the OpenScape UC Application. In this case
you need to enter your Windows user ID in the username field of the
OpenScapeWeb Client login dialog in the following format:
<Windows domain name>\<Windows user name> or
<Windows user name>@<Windows domain name>
You need to enter the associated Windows user password in the password
field.

NOTICE: In case windows login is used in OpenScape Web

Client, the username must not include any spaces.

IMPORTANT: The domain must be specified with capital letters.

E.g. MY_WEB.COM

If you do not know your user name, consult your administrator for further
support.
3) Enter your password in the Password field.
If you do not know your password, consult your administrator for further
support.

NOTICE: Using in the Password field you can display the

entered password in the clear text.

IMPORTANT: Use only if no other person can see your

entered password.

4) Select Sign in.

INFO: Single Sign-On: If the Single Sign-On (SSO) feature has

been configured for your Windows user account, the login dialog
is not displayed. Single Sign-On enables you to use the features
of the OpenScape UC Application via the OpenScape Web Client
after logging in at your workstation without having to additionally
authenticate against the OpenScape UC Application system

You are signed in the OpenScape Web Client. You will be prompted to take a
quick tour. You can select to skip the quick tour, or select to proceed and view a
summary of the OpenScape Web Client capabilities. The quick tour is disabled if

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 First Steps
How to Change your Password

your browser is restored down and the OpenScape Web Client displayed in the
mini view.

3.2 How to Change your Password

Change your password regularly to prevent unauthorized persons from accessing
your user account.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Click on Profile.
3) Click on Change password tab.
4) Enter the password you currently use in the Old password field.
5) Enter the new password in the New password field and repeat this entry in
the Re-type new password field.

NOTICE: Please remember that your company may have their

own password policy. Passwords must then contain for example
small letters, capital letters, digits and special characters.

The security indicator shows how the new password's security is rated.
6) Select Save.
You have changed your password. Use it for your next login.

3.3 How to Set your Presence Status

Displaying your current presence status to other users you can indicate your
general communication readiness.

Step by Step

1) Select the icon of your current presence status – for example – in the
header bar.
The presence setting menu opens.
2) Select the presence status.
Your new presence status is displayed in the header bar.

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First Steps
How to Add a Profile Picture

3.4 How to Add a Profile Picture

You can add a profile picture that will be displayed next to your name. Profile
pictures can be changed or removed.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Profile.
3) Click on the profile picture icon.
4) Browse your local folder and select the required picture.

NOTICE: The image size must not exceed 16 kB and the image
must be available in one of the following formats: *.jpeg, *.png.

5) Click Save.
6) To remove the saved picture, move your mouse over the top right corner of
the profile picture icon and click the delete icon.
7) To change the saved picture, click on it, select and save another picture from
your local folder.
Your picture is displayed along with your name in the header bar.

Other users can view the picture uploaded along with your name in their contact
list.

Users who have previously added you in their contact list will be able to see your
picture after refreshing your profile information in the contact area.

3.5 How to Determine your Preferred Device

You can determine which of your devices is to signal icoming calls. Independent
from this selection, you can also choose a device for initiating outgoing calls.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

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 First Steps
How to Display your Call History

3) You can set your preferred device for incoming and outgoing calls indepen-
dently from each other:
• To determine your preferred device for incoming calls, select the desired
entry under How would you like to be reached?
• To determine your preferred device for outgoing calls, select the desired
entry under How would you like to make calls?

INFO: If your preferred device for outgoing calls is the same as

the one used for the calls you receive, then you can check the box
Same as incoming calls.

4) Click Save.
You have now determined your preferred device for incoming and outgoing calls.

Alternatively, you can determine your preferred device also via or in the
header bar. As a result, will be displayed if you have set the same device for
incoming and outgoing calls and if the two settings differ: Click

1. Click or in the header bar.

2. Select the preferred device or device list under Incoming Calls.
3. Select the preferred device or device list under Outgoing calls.

NOTICE: Changing the Incoming device via the drop down list
will also change the Outgoing device to the same value.
For advanced control of preferred devices (additional option to
keep preferred devices in sync or not) use the Settings >
Devices options.

3.6 How to Display your Call History

You can display your call history in the content area.

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First Steps
How to Accept a Call

Step by Step

› Select in the navigation bar.

Your call history is displayed in the content area.
If there are new call history entries you have not viewed yet, the number of these
entries is displayed in a green square within the call history tab.
Since V9R1 sequential calls from the same person (as long as there are no call
from another person in between) are grouped into one entry with the number of
calls in paranthesis.
The details of each single call is visible in the detail view of the entry.
In case a call is forwarded or transferred several times, you see information only
for the first and last connection.
The following descriptions are used in call history entries:

Description Meaning
Forwarder to: <subscriber> You forwarded an incoming call to <sub-
scriber>.
Redirected to: <subscriber> A call made by you was forwarded to and
not accepted from <subscriber>.
Forwarded: <subscriber> Incoming call forwarded to you by <sub-
scriber> and not accepted.
Accepted from: <subscriber> A call made by you was forwarded to and
accepted from <subscriber>.
Accepted for: <subscriber> A call forwarded to you by <subscriber>
and accepted.
Picked up from: <subscriber> An incoming call to you was picked up by
<subscriber>.

3.7 How to Accept a Call

An incoming call is indicated with a signaling bar. Using the controls provided by
this signaling bar you can react to the call.

Step by Step
› How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.

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 First Steps
How to Call a Phone Number

• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.

NOTICE: If you accept a call while being connected to another

subscriber, the active call is placed on-hold.

3.8 How to Call a Phone Number

You can call a subscriber who is found neither among your private contacts nor in
the directory. Simply dial his/her phone number.

Prerequisites
• The contact area is displayed.

Step by Step
1) Enter the subscriber's phone number in the search field of the contact area.

INFO: After typing the first or a combination of digits of the

contact’s telephone number in the search field, the system will
display a matching contact or a list of contacts from the existing
directory, to facilitate your search.

2) Select next to the search field.

NOTICE: You can also press SHIFT+ENTER.

A signaling bar displays the connection setup.

Your preferred device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.

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First Steps
How to Call a Contact from the Directory

• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.

3.9 How to Call a Contact from the Directory

You can call a contact who is not one of your private contacts but whose data is
available in the directory.

Prerequisites
• The contact is present in the directory with a phone number.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.

INFO: After typing the first letters or a combination of letters of the

contact’s name, the system will display a matching contact or a list
of contacts from the existing directory, to facilitate your search. If
your private contacts deliver search hits, they are displayed
beneath the search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Move the mouse pointer onto the contact.
You see additional controls.

4) Select .
You see the phone numbers and addresses under which the contact can be
reached.
5) Select a phone number for calling the contact.
A signaling bar displays the connection setup.
Your preferred device rings.
6) How to accept a call:

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 First Steps
How to Copy a Contact from the Directory to your Private Contacts

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have called a subscriber whose contact data are available in the directory.

3.10 How to Copy a Contact from the Directory to your Private Contacts
You can find a contact in the directory and then copy him/her to your private
contacts. As soon as you have copied a contact from the directory to your private
contacts, he/she will automatically receive a request as to your monitoring his/her
presence status. The user's answer will then decide whether or not you may see
his/her presence status.

Prerequisites
• The contact is present in the directory.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Click on the contact to display his/her data.

NOTICE: In case groupware connection is used and a private

contact is created using the global address list in Exchange,
contact details such as phone numbers may not be carried over

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First Steps
How to Create a new Private Contact

to UC. As a result, these contact details will not be displayed in

OpenScape Web Client's private contact list. Thus, it is advised
that the user manually creates the private contact in Outlook.

4) Select Add to contacts.

5) If you wish to assign the contact to a group from your private contacts, select
the group's name under Groups.
You can assign the contact to several groups.
The group name is highlighted in color.
You have copied a contact from the directory to your private contacts.

Next steps

In order to display the private contact list again, select Back and then in the
search field.

3.11 How to Create a new Private Contact

You can create new private contacts in the contact area. Using these contacts,
you can then initiate communication relationships – for example make calls, send
instant messages or start a conference.

Prerequisites
• The contact area is displayed.

Step by Step

1) Click on in the contact area.

The display changes for adding a contact.
2) Specify the contact information.

NOTICE: The last name and at least one phone number are
mandatory.

3) If you wish to store an image for the contact, click in the area of the displayed
image and select it.

NOTICE: The image size must not exceed 16kB and the image
must be available in one of the following formats: *.jpeg, *.png

4) If you wish to assign the new contact to a contact group, select the group's
name under Groups.
You can assign the contact to several groups.

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 First Steps
How to Call a Private Contact

The group name is highlighted in color.

5) Select Save to copy the new contact.
You have created a new private contact.

3.12 How to Call a Private Contact

You can call a private contact in the contact area by mouse click.

Prerequisites
• The contact data include at least one phone number.
• The contact area is displayed.

Step by Step
1) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

2) Select if you wish to call the contact under his/her main phone number.
If only a single number is given for a contact, it is automatically his/her main
phone number. If several phone numbers have been specified for a contact,
the number under Work is the main phone number.
A signaling bar displays the connection setup.
Your preferred device rings.
3) How to select the phone number for calling the contact:

a) Select .
You see the phone numbers and addresses under which the contact can
be reached.
b) Select a phone number for calling the contact.
A signaling bar displays the connection setup.
Your preferred device rings.
4) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.

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First Steps
How to Display your Voicemails

• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have called a private contact.

3.13 How to Display your Voicemails

You can display your voicemails list in the content area.

Step by Step

› Select in the navigation bar.

Your voicemails list is displayed in the content area.
If there are new voicemails you have not viewed yet, the number of these voice-
mails is displayed in a green square within the voicemail tab.

3.14 How to Log Off

Before you close the browser window with the client, you should log off duely.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Sign out.
You are logged off and the logon page is displayed.

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 Using the Client Features
Structure of the User Interface

4 Using the Client Features

The description of the client's features is divided in the following sections:

• Structure of the User Interface

• General Use of the Client
• Notifications
• General Call Control
• Contacts and External Directory
• Call History
• One-Number Service (ONS)
• Presence
• Conferences
• Voicemails
• Team Feature
• Instant Messaging
• Web Collaboration

4.1 Structure of the User Interface

The user interface is divided in various sections. They may not always be visible
as a whole.

The different sections of the user interface are:

• Header bar
• Tab bar
• Call control bar
• Contextual action bar
• Signaling bar
• Navigation bar
• Content area
• Contact area
The various sections of the user interface may be arranged as follows:
Without optional areas:

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Structure of the User Interface

Header Bar

Navigation Bar

Content Area Contact Area

With all possible optional areas:

Header Bar

Tab Bar for Call Controls and Contextual Action Bar

Call Control Bar or Contextual Action Bar

Signaling Bar
Navigation Bar

Content Area Contact Area

Mini view
The OpenScape Web Client is designed in a responsive web design. As a result,
the OpenScape Web Client is adaptive to the browser size, displaying all of its
components in a mini view when the browser is restored down to a smaller size.

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When the OpenScape Web Client is displayed in the mini view, the Contact Area
is shown in the Navigation Bar, while the contact details are displayed in the
content area.

Header Bar

Tab Bar

Call Control Bar

Contextual Action Bar

Navigation Bar
Content Area

4.1.1 Header Bar

Using the header bar you configure the most important OpenScape
UC Application and client settings.

Such settings are in particular:

• Your preferred device
• Your presence status
• Your login password
Furthermore, you see with which login name you are logged in.

NOTICE: If there are pending presence status requests, the

number of such requests is indicated in a green square next to
your login name.

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4.1.2 Tab Bar

If call control bars must be displayed for several active calls in the user interface,
they appear as tabs in the tab bar. The position of the actual call control is then
always occupied by the one the tab of which you select in the tab bar.

The tab display is also used when the contextual action bar must be shown in
addition to the call control of an active call.
Using the controls on the call control tabs, you can quickly place the associated
calls on-hold or reconnect to a held call.

4.1.3 Call Control Bar

In the call control bar you control functions for an active call.

The user interface may represent one call control bar at the most.
If additional call control bars have to be displayed in the user interface, all call
control bars appear as tabs in the tab bar. The position of the actual call control is
then always occupied by the one the tab of which you select in the tab bar.
The tab display is also used when the contextual action bar must be shown in
addition to the call control bar.

4.1.4 Contextual Action Bar

The contextual action bar serves as dynamic clipboard for contacts when
performing group actions – for example initiating a conference with several
contacts. In this case you can copy the desired contacts to the contextual action
bar and then initiate a conference with these contacts.

If call control bars must be displayed in addition to the contextual action bar in the
user interface, contextual action bar and call control bars appear as tabs in the
tab bar. You can then toggle the call control bars and the contextual action bar
using those tabs.
Furthermore, specific dialogs may display a local contextual action bar. Its
function is restricted to the respective dialog.

[Link] How to Add Contacts to a Contextual Action Bar

You can assemble contacts in the contextual action bar to perform a group action
– for example initiating a conference – with them at a later date. Those contacts
may be taken from various sources.

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Prerequisites
• The source from which you wish to copy a contact – for example the contact
area or your call history – is displayed.

Step by Step
1) Move the mouse pointer onto the entry from which you wish to copy a contact.
Such an entry can be:
– A single contact in your private contact list
– A complete contact group in your private contact list
– A single contact from the directory
– An entry in your call history
– A presence status query
– A participant entry in a stored conference
– An entry in your voicemail list
You see additional controls.

2) Select .
If the contextual action bar is already open, the contact is added to it directly. The
contextual action bar will otherwise be opened beforehand.

[Link] How to Remove a Contact from a Contextual Action Bar

You can remove a contact from the contextual action bar – for example when you
have added the wrong contact to the action bar.

Prerequisites
• The contextual action bar is displayed.

Step by Step
1) Move the mouse pointer onto the desired contact in the contextual action bar.

You see the additional control .

2) Select .
You have deleted the contact from the contextual action bar.

[Link] How to Dismiss the Content of a Contextual Action Bar

You can dismiss the content of the contextual action bar, thus cancelling the
planned action. For example, after assembling the participants for a conference
in the contextual action bar, you can dismiss the action bar and the conference is
not initiated.

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Prerequisites
• The contextual action bar is displayed.

Step by Step

› Select in the top right corner of the contextual action bar.

The contextual action bar closes and its content is dismissed.

4.1.5 Signaling Bar

In the signaling bar you control the setup of a phone connection. As soon as the
phone connection has been established, the signaling bar is closed and replaced
with a call control bar.

4.1.6 Navigation Bar and Content Area

Using the navigation bar you can determine the information to be displayed to you
in the content area.

The navigation bar has tabs for the following topics:

Icon Topic Content

Contacts All contacts: All contacts
IMPORTANT: Only when the details
browser is diplayed in the Groups or teams
mini view
INFO: When a contact is
clicked, the calls exchanged
and the contact details are
displayed
Call History Name: the contact’s name
All calls: missed, outgoing,
incoming
Date: the call date
IMPORTANT: The Name
and All calls columns are
merged in the mini view

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Icon Topic Content

Voicemails Name: the contact’s name
IMPORTANT: Only Date: the voicemail date
displayed if the administrator
has configured the Voicemail
feature for you in
OpenScape UC Application
Conferences Date: the conference date
Title: the conference title
Creator: the conference cre-
ator
IMPORTANT: The creator
and date columns ar merged
in the mini view
Chat History Name: Chat-partner
Date: Date of the chat

If a topic contains new elements you have not viewed yet, the number of these
elements is displayed in a green square within the relevant tab.

4.1.7 Contact Area

In the contact area you manage your private contacts, as well as your contact
groups and teams.

You can minimize the contact groups, the teams or all contacts area to save space
in the contact area.
The contact area is displayed on the right pane of the screen with the browser
window to the maximum height and width. When the browser window is restored
down, the OpenScape Web Client appears in the mini view. The contact area icon
is moved to the left pane of the screen in the navigation bar and the contact details
are displayed in the content area.

NOTICE: WebClient set the user’s timezone on startup/login to

the timezone set on the OS level. Thus the timezone in WebClient
matches to the timezone the user has set for other software (e.g.
Outlook).

[Link] How to Minimize Contact Groups or Teams in the Contact Area

You can minimize contact groups or teams in the contact area to save space for
other contact groups or teams.

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Prerequisites
• The contact area is displayed on the right pane.

Step by Step
› Click on the upwards arrow at the bottom center of the contact group or
team that you need to minimize.
The contact group or team is minimized.

[Link] How to Display a Contact Group or Team in the Contact Area

You can display a contact group or team in the contact area, in order to edit your
private contacts details, or your contact groups or teams.

Prerequisites
• The contact group or team is displayed minimized in the contact area.

Step by Step
› Click on the downwards arrow at the bottom center of the contact group or
team that you need to expand.
The contact group or team is expanded in the contact area.

4.2 General Use of the Client

This section describes various features concerning the client's general use.

4.2.1 How to Log On

Before the user interface is displayed, you must log on.

Step by Step
1) Open your browser and invoke therein the address you received from your
administrator.
The login dialog is displayed.

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2) Enter your user name for logging to the OpenScape UC Application in the
user name field.
Windows authentication:
If the Windows authentication is active in your system, you can use your
Windows login data for logging to the OpenScape UC Application. In this case
you need to enter your Windows user ID in the username field of the
OpenScapeWeb Client login dialog in the following format:
<Windows domain name>\<Windows user name> or
<Windows user name>@<Windows domain name>
You need to enter the associated Windows user password in the password
field.

NOTICE: In case windows login is used in OpenScape Web

Client, the username must not include any spaces.

IMPORTANT: The domain must be specified with capital letters.

E.g. MY_WEB.COM

If you do not know your user name, consult your administrator for further
support.
3) Enter your password in the Password field.
If you do not know your password, consult your administrator for further
support.

NOTICE: Using in the Password field you can display the

entered password in the clear text.

IMPORTANT: Use only if no other person can see your

entered password.

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4) Select Sign in.

INFO: Single Sign-On: If the Single Sign-On (SSO) feature has

been configured for your Windows user account, the login dialog
is not displayed. Single Sign-On enables you to use the features
of the OpenScape UC Application via the OpenScape Web Client
after logging in at your workstation without having to additionally
authenticate against the OpenScape UC Application system

You are signed in the OpenScape Web Client. You will be prompted to take a
quick tour. You can select to skip the quick tour, or select to proceed and view a
summary of the OpenScape Web Client capabilities. The quick tour is disabled if
your browser is restored down and the OpenScape Web Client displayed in the
mini view.

4.2.2 How to Log Off

Before you close the browser window with the client, you should log off duely.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Sign out.
You are logged off and the logon page is displayed.

4.2.3 How to Change your Password

Change your password regularly to prevent unauthorized persons from accessing
your user account.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Click on Profile.
3) Click on Change password tab.
4) Enter the password you currently use in the Old password field.
5) Enter the new password in the New password field and repeat this entry in
the Re-type new password field.

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NOTICE: Please remember that your company may have their

own password policy. Passwords must then contain for example
small letters, capital letters, digits and special characters.

The security indicator shows how the new password's security is rated.
6) Select Save.
You have changed your password. Use it for your next login.

4.2.4 How to Invoke the Online Help

Operation-related questions are answered by the product documentation. You
can invoke this documentation from the user interface.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Select the View online help link under Online help.
The product documentation is displayed.

4.2.5 How to Determine the Software Version Used

You can determine which version of the client software you use. This information
can be important, for example when requesting technical support.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) The version of the client software currently used is displayed under Software
version information.
You have determined the software version used.

4.2.6 How to Download OpenScape Desktop Integration

Using the client you can download the executable file of OpenScape Desktop
Integration.

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Notifications

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Select the Download the DI-Tool link under Desktop Integration Tool.
Your browser offers downloading the executable file.
4) Download the executable file.
You have downloaded the executable file of OpenScape Desktop Integration.

Next steps
Install OpenScape Desktop Integration as described in the OpenScape
UC Application, Installation and Upgrade manual.

4.3 Notifications
You can be notified about various communications events automatically.

The following table shows the events and how to be notified in the respective
case.

Event Notification type

Missed call E-mail
Incoming call Show Notification
Incoming call pickup Show Notification
Incoming instant message Show Notification
Incoming Tell-me-when Show Notification
Incoming Web Collaboration Show Notification
Incoming Voice Call Show Notification

NOTICE: This notifications feature can be enabled in any internet

browser that supports Push notification functionality (e.g Chrome,
Firefox).

In a Chrome browser, navigate to Settings > Privacy and security > Site
Settings > Notifications in order to enable notifications from the webclient url.
In a Firefox browser, navigate to Options > Privacy and security > Permissions
> Notifications > Settings in order to enable notifications from the webclient url.

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4.3.1 How to be Notified about a Missed Call

You can have an e-mail notify you about a missed call.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Activate the E-mail me every time I miss a call option.
5) Select Save.
From now on you receive a notification e-mail each time you miss a call.

INFO: The notification e-mail includes a link, which you can click
and dial directly the number of the callee if you are already logged
in the OpenScape Web Client. If you are not logged in, you will be
redirected to the OpenScape Web Client login page. Once you
access the OpenScape Web Client, the system will dial directly
the callee.

4.3.2 How to have a new Call Signaled

You can have a newly arriving call signaled by a notification.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Activate the Show notification incoming call option.
5) Select Save.
From now on, a signal tone will alert you to newly incoming calls.

4.3.3 How to have a new Call Pickup Signaled

You can have a newly arriving Call Pickup call signaled by a notification.

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Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Activate the Show notification for call pickup option.
5) Select Save.
From now on, a signal tone will alert you to a call coming in for a member of your
team.

4.3.4 How to have a new Instant Message Signaled

You can have each newly arriving instant message signaled by a notification.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Activate the Show notification on incoming instant message option.
5) Select Save.
From now on a signal tone informs you about the arrival of a new instant
message.

4.3.5 How to Set Tell-me-When Notifications

It may be hard to reach a specific contact. In this case you can activate the Tell-
Me-When feature of OpenScape UC Application to notify you as soon as the
respective contact is available again. For example, if you want to call a contact
but his/her presence status is unavailable, you can use the Tell-Me-When feature
to be notified when the contact is available again. Tell-me-When notifications can
either be a return call, which is automatically triggered, a toast notification or a
notification displayed on the top of the Web Client. Tell-me-When notifications can
inform you when the contact's line is free, or when the contact's status is
Available.

Step by Step
1) Move your mouse pointer over the desired contact in the contact area or in
the entries of the call history.
You can see additional controls.

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2) Click on the communication options icon.

The Tell-me-When options appear provided that the contact’s line is busy or
the contact is not available.
3) Select one of the following Tell-me-When options:
a) Call when line is free
b) Notify when line is free
c) Notify when available
4) Set a time duration for the selected Tell-me-When notification in hours in the
available field. You can click Remove to cancel the Tell-me-When notification
if needed.
The Tell-me-When notification appears on the top of the Web Client including the
name of the contact and the contact's status.
A toast notification will appear on the bottom right side of your desktop when the
contact is available. You can move your mouse over the toast notification next to
the contact's status and select the corresponding communication option, e.g.
chat, call, E-Mail.

[Link] How to Configure the Default Duration of Tell-me-When Notifications

You can configure the default duration for a Tell-me-When notification event. The
default duration is 4 hours, while the maximum duration is 12 hours.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Enter the default duration in hours in the available field. You can click Reset
at any time to reset the default duration.
5) Click Save.
The default duration for a Tell-me-When notification has been set.

4.3.6 How to have a new Web Collaboration Signaled

You can have a newly arriving Web Collaboration signaled by a notification.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.

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3) Switch to the Notifications section.

4) Activate the Show notification for incoming Web Collaboration option.
5) Select Save.
From now on, a signal tone will alert you to a call coming in for a member of your
team.

4.3.7 How to have a new Voicemail Signaled

You can have a newly arriving Voicemail signaled by a notification.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Notifications section.
4) Activate the Show notification for incoming voicemail option.
5) Select Save.
From now on, a signal tone will alert you to a call coming in for a member of your
team.

4.4 General Call Control

Using the client you can initiate and control general call features on your preferred
device.

General call features comprise in particular:

• Initiating a call
• Accepting/rejecting calls
• Forwarding calls
• Initiating consultation calls
• Placing a call on-hold
• Toggling simultaneous calls
• Transferring calls

4.4.1 How to Accept a Call

An incoming call is indicated with a signaling bar. Using the controls provided by
this signaling bar you can react to the call.

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Step by Step
› How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.

NOTICE: If you accept a call while being connected to another

subscriber, the active call is placed on-hold.

4.4.2 How to Reject a Call

An incoming call is indicated with a signaling bar. Using the controls provided by
this signaling bar you can react to the call.

Step by Step

› Select in the signaling bar of the incoming call.

The signaling bar closes.
You have rejected the incoming call.

4.4.3 How to Call a Phone Number

You can call a subscriber who is found neither among your private contacts nor in
the directory. Simply dial his/her phone number.

Prerequisites
• The contact area is displayed.

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Step by Step
1) Enter the subscriber's phone number in the search field of the contact area.

INFO: After typing the first or a combination of digits of the

contact’s telephone number in the search field, the system will
display a matching contact or a list of contacts from the existing
directory, to facilitate your search.

2) Select next to the search field.

NOTICE: You can also press SHIFT+ENTER.

A signaling bar displays the connection setup.

Your preferred device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.

4.4.4 How to Terminate an Active Call

An active call is displayed by a call control bar. Using the controls of this call
control bar you can close the phone connection.

Prerequisites
• You are conducting a phone call.

Step by Step
› How to terminate the call:
• If you use the terminal device's receiver for the call, simply put it down.

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• If you use speaker and microphone of the terminal device or a connected

headset for the call, select in the call control bar of the active call.
Speaker and microphone of the terminal device or of a connected headset
are switched off.
The call control bar closes.
You have terminated the call.

4.4.5 How to Hand an Active Call over to Another Device

An active call is displayed by a call control bar. Using the call controls of this call
control bar you can hand the active call over to another device without having to
terminate the call.

Prerequisites
• You are conducting a phone call.

Step by Step

1) Select in the call control bar of the phone connection.

You see a menu with connecting options.
2) Select under Switch to a different device the device for resuming the call.
The active call is being handed over.
The device rings.
3) Accept the call on the device.
You have changed the device.

4.4.6 How to Transfer a Call to Another Subscriber

An active call is displayed by a call control bar. Using the controls of this call
control bar you can transfer the call to another subscriber.

Prerequisites
• You are conducting a phone call.

Step by Step

1) Select in the call control bar of the phone connection.

You see a menu with connecting options.
2) Select under Transfer to another person the Type in a contact or number
option.
The dialog for selecting a subscriber opens.

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3) If you wish to transfer the call to a private contact, proceed as follows:

a) Enter one of the following search items in the search field of the contact
area:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

b) Select for the contact.

The call control bar closes.
The call is transferred to the contact's preferred device.
4) If you wish to transfer the call to a contact from the directory, proceed as
follows:
a) Enter one of the following search items in the search field of the window:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

b) Select beneath the search field and the private hit list.
The contact is searched for in the directory.
If search hits are found, they are displayed beneath the search field.

c) Select for the contact.

The call control bar closes.
The call is transferred to the contact's preferred device.
5) How to add a contact-independent phone number:
a) Enter the phone number in the search field of the contact area.

b) Select for the contact.

The call control bar closes.
The call is transferred to the phone number.
You have transferred the call.

4.4.7 How to Place an Active Call On-Hold

An active call is displayed by a call control bar. Using the controls of this call
control bar you can place the active call on-hold. In this process, the connection

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between you and your conversational partner is interrupted until you reconnect to
him/her.

Prerequisites
• You are conducting a phone call.

Step by Step

› Select in the call control bar of the phone connection.

The connection between you and your conversational partner is interrupted
for the time being.
The call control bar of the phone connection appears grayed out.
You have placed the active call on-hold.

4.4.8 How to Reconnect to a Held Call

A held call is displayed with a grayed-out call control bar. Using the controls of this
call control bar you can reconnect to the held call.

Prerequisites
• You are conducting a phone call that is being held.

Step by Step

› Select in the grayed-out call control bar of the phone connection.

You are reconnected to your conversational partner.
You have reconnected to the held call.

4.4.9 How to Alternate between Calls

Not matter how many phone connections you are running at the same time: You
can always only conduct one call. All other phone connections are automatically
placed on-hold. The signaling bars of the various phone connections are repre-
sented as tabs in the tab bar. The tabs of held calls are grayed out. Using the
controls in the tabs you can decide which of the phone connections to deploy for
conducting a call. This process is called alternating between calls.

Prerequisites
• You have set up several simultaneous phone connections.

Step by Step
› How to use the controls in the tabs of the tab bar:

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• In order to connect to a held call, select in the associated tab of the

tab bar.
You are connected to the phone connection and the held call becomes
active. If another of the phone connections had been active until then, it
is automatically placed on-hold.

• In order to place a currently active call on-hold, select in the

associated tab of the tab bar.
The call is placed on-hold. You are no longer connected to any of the calls.

4.4.10 How to Make a Consultation Call

While talking to a conversational partner you can be connected to a second
conversational partner in parallel. The first call is then automatically placed on-
hold. After finishing the second call you are automatically reconnected to the first
conversation partner.

Prerequisites
• You are conducting a phone call.

Step by Step
1) Establish a second phone connection in any way.
The original call is automatically placed on-hold. The call control bar of the
held call appears grayed out.
A signaling bar displays the second connection setup.
Your preferred device rings.

2) Select in the signaling bar to accept the second call.

A call control bar opens, displaying the new phone connection. The tab bar
opens and the call control bars of both calls are represented therein as tab.

3) Select in the call control bar of the second phone connection to terminate
the second call.
You are automatically reconnected to the first conversational partner.

4.4.11 How Hand a Call over after Consulting another Subscriber

Before you hand a call over to another subscriber, you can initiate a consultation
call to announce the handover orally.

Prerequisites
• You are conducting a phone call.

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Step by Step
1) Establish a second phone connection to the subscriber you wish to hand the
call over to in any way.
The original call is automatically placed on-hold. The call control bar of the
held call appears grayed out.
A signaling bar displays the second connection setup.
After the second conversational partner has accepted the call, a call control
bar that displays the new connection opens. The tab bar opens and the call
control bars of both calls are represented therein as tab.

2) Select in the call control bar of the second phone connection.

You see a menu with connecting options.
3) In order to hand the original call over, select Transfer to waiting call.
The two conversational partners are connected to each other. Your own
connections to the conversational partners are closed.
You have transferred the call.

4.4.12 How to Send an E-Mail to a Conversational Partner

An active call is displayed by a call control bar. Using the controls of this call
control bar you can send an e-mail to your conversational partner.

Prerequisites
• You are conducting a phone call.
• You know an e-mail address of the conversational partner – for example as
associated entry in your private contacts.

Step by Step

1) Select in the call control bar of the phone connection.

You see a menu with media options.
2) Select E-Mail.
Your e-mail application opens the window for a new e-mail. In this e-mail you
find the recipient's e-mail address already specified.
3) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to the conversational partner.

4.4.13 How to Start a Chat with a Conversational Partner

An active call is displayed by a call control bar. Using the controls of the call
control bar you can start a chat with your conversational partner.

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Prerequisites
• You are conducting a phone call.
• You know an Instant-Messaging address of the conversational partner – for
example as associated entry in your private contacts.

Step by Step

1) Select in the call control bar of the phone connection.

You see a menu with media options.
2) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

4.4.14 How to Initiate a Web Collaboration Session with a Conversational

Partner
An active call is displayed by a call control bar. Using the controls of the call
control bar you can initiate a Web Collaboration session with your conversational
partner.

Prerequisites
• You are conducting a phone call.
• Initiating a Web Collaboration session with a person who does not use UC-
Application requires a known e-mail address of this user – for example in the
form of an entry in your private contacts.

Step by Step

1) Select in the call control bar of the phone connection.

You see a menu with media options.
2) Select Start Web Collaboration.
A signaling bar points to the start of the Web Collaboration conference.

3) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
4) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

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4.4.15 How to Record a Web and Audio Conference simultaneously

An active conference is displayed by a call control bar. A web collaboration
session has been initiated.

Prerequisites
• You are connected to a conference.
• You must be a moderator of the conference to record the conference session
(audio and video if available + the web collaboration session).

Step by Step
1) Click on one of the Record options:
• With participant video
• Without participant video
The REC box appears on top of the side bar. The conference and web
collaboration session is being recorded.
2) Click on the Record button again to pause the recording.
3) You can click on the Record button again in order to select further actions,
such as:
• Restarting the recording,
• Starting a new recording.
After the conference termination, you receive an E-Mail including the recording
link along with the date it becomes invalid.

NOTICE: You must add the back-end FQDN to the hosts file of
your computer in order to be able to download the recording file
after clicking the E-mail recording URL.

NOTICE: Up to four video sending parties should be shown

directly in the active speaker recording layout (which is 1 large
content + 4 small tiles on the right).
With more than 5 sending parties the active speaker tile should be
on top right and the remaining is filled in the order of entering /
starting video sending.
For filling the small tiles below the active speaker the moderators
should have preference over users so that there is a sort of small

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discussion panel of moderators which is always visible in the

video.

- Grace periods (greyed out tile) in case of temporary disconnect

- Grace period (greyed out tile) in case of a person is no longer
sending a video (if applicable)
- Showing one person in both his / her tile and the active speaker
tile to avoid rearrangements

4.5 Contacts and External Directory

In various locations of the user interface you see contacts. Such contacts are
either your private contacts or contacts from the connected directory.

Your private contacts are stored on the OpenScape UC Application server. They
can only be accessed by yourself. The contacts of the connected directory are
either stored in the internal OpenScape UC Application contact directory or in an
external directory connected to OpenScape UC Application – for example an
external LDAP directory.
Using contacts you can determine contact information or initiate various types of
communication relationships – for example make calls, send instant messages or
start a conference.
You can manage your private contacts in the contact area of the user interface
and organize them in contact groups.
When displaying the details of one of your contacts you also see the last calls and
voicemails of this user. You can use the information related to such calls to call a
contact directly in a simple manner.
You can copy contacts from the directory to your private contacts, thus organizing
them in contact groups also. However, you cannot change the associated contact
information. Automatic synchronization is performed by the standard synchroni-
zation mechanism, at least once per day and according to the configuration set
by the administrator. The following configuration options are available:
• Contact data fields are not editable.
• All fields will be overwritten with directory data during synchronization.
• All fields will be synchronized and user modified data will be kept in case of
empty directory fields.
• Only empty user modified fields will be synchronized and fields that were
cleared by the user will be overwritten with directory data during synchroni-
zation.
If required, you can also manually synchronize copied contacts with the original
directory contact.

Finding Contacts
Using the contact search you can look for the following elements:

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• Private contacts
• Contacts in the external directory
Search items for finding private contacts are:
• Full last name or part of a last name
• Full first name or part of a first name
• Full phone number or part of a phone number
• Full company name or part of the company name (advanced search)
• Full department name or part of the department name (advanced search)
• Full city (location) or part of the city (location)
• Full building or part of the building name
• Full room number or part of the room number

INFO: The fields City, Building and Room are displayed in the
advanced search only if they have been configured by the
OpenScape Unified Communications administrator.

You can also find second and first names in the external directory. If looking in
there, the following search text rules apply:
• For finding a first or last name, you should specify at least one letter or a
combination of letters of the contact’s first or last name. All contacts whose
first or last names include the letter or the combination of letters entered in the
search field will be displayed.
• For finding a phone number you always have to specify at least one digit or a
combination of digits of the phone number. All phone numbers including this
digit or the combination of digits entered in the search field will be displayed.

NOTICE: If a last name contains only digits it cannot be found,

since the digits are interpreted as a phone number

• dialing on the search windows finds results from private contact list
• dialing on the search window and clicking enter finds results also from global
contact list
• dialing on the search button and using search button underneath search also
from LDAP directory
• Advanced search option is used to search contacts on all directories with
more criteria

4.5.1 How to Display a Contact's Details

In various locations of the user interface you see contacts whose details you can
display. Such contacts are either private contacts or contacts from the directory.
As a rule, you recognize a contact on the user interface by the following presence
status icons of which one may precede the contact's name: , , , , . The
represented presence status icon indicates the user presence status a user has
set for himself/herself.

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Step by Step
1) Move the mouse pointer onto the contact name.
A contact name may appear in the following user interface locations:
– In the contact area
– In the call control bar
– In the entries of the call history
– In conference details
2) Select the contact name.
The contact area displays the contact details.

4.5.2 How to Create a new Private Contact

You can create new private contacts in the contact area. Using these contacts,
you can then initiate communication relationships – for example make calls, send
instant messages or start a conference.

Prerequisites
• The contact area is displayed.

Step by Step

1) Click on in the contact area.

The display changes for adding a contact.
2) Specify the contact information.

NOTICE: The last name and at least one phone number are
mandatory.

3) If you wish to store an image for the contact, click in the area of the displayed
image and select it.

NOTICE: The image size must not exceed 16kB and the image
must be available in one of the following formats: *.jpeg, *.png

4) If you wish to assign the new contact to a contact group, select the group's
name under Groups.
You can assign the contact to several groups.
The group name is highlighted in color.
5) Select Save to copy the new contact.
You have created a new private contact.

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4.5.3 How to Change the Data of a Contact

You can change the data of private contacts or contacts from directories in the
contact area.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Select the contact's name.
You see all contact information.

4) Click on the contact name and select .

The display switches to the edit mode.
5) Change the desired contact data, such as:
• First name
• Last name
• Company
• Department
• City (Location)
• Building
• Room
• Note (a text field to add a note about the contact)

INFO: The fields City, Building, Room and the free text field Note
are displayed only if they have been configured by the
OpenScape Unified Communications administrator.

• Work phone number

• Mobile phone number
• Home phone number
• Video
• Work E-mail
• Chat

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• Groups (Add to group or remove from group)

• Teams (Add to team or remove from team)

INFO: In case the contact is copied from a directory, the contact

data may be changed in case of synchronization.
According to the configuration set by the administrator, one of the
following options will be available:
- Contact data fields are not editable.
- All fields will be overwritten with directory data during synchroni-
zation.
- All fields will be synchronized and user modified data will be kept
in case of empty directory fields.
- Only empty user modified fields will be synchronized and fields
that were cleared by the user will be overwritten with directory
data during synchronization.

6) How to edit the image for the contact:

a) In order to store another image, click in the area of the displayed image.
Then select the new image.

NOTICE: The image size must not exceed 16kB and the image
must be available in one of the following formats: *.jpeg, *.png

b) If you wish to delete the image without replacement, move the mouse
pointer onto the area of the displayed image and select .
7) Select Save to apply the changes.
You have changed the contact data.

Next steps
To leave the edit mode, select Back.

4.5.4 How to Delete a Private Contact

You can delete private contacts in the contact area.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select All Contacts or a group that contains the contact.

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The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.

3) Select .
The display switches to the edit mode.
4) Click Delete Contact.
You have deleted a private contact.

NOTICE: The delete button may be disabled if it is not allowed to

delete the contact, e.g. contact is still linked to a user.

Next steps
To leave the edit mode, select Back.

4.5.5 How to Find a Private Contact

You may wish to find a private contact for example to view his/her contact data.

Prerequisites
• The contact is included in the private contacts.
• The contact area is displayed.

Step by Step
1) Enter one of the following search items in the search field of the contact area:
• Full second name or part of a second name
• Full first name or part of a first name
• Full phone number or part of a phone number

INFO: After typing the first letters or a combination of letters of the

contact’s name, the system will display a matching contact or a list
of contacts from the existing directory, to facilitate your search. If
your private contacts deliver search hits, they are displayed
beneath the search field, continuously updated.

2) In order to display the contact's data, click on the corresponding search hit.
You have found a private contact.

Next steps
In order to delete the shown search result and to display the contact list again,
select in the search field.

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4.5.6 How to Find a Private Contact using the Advanced Search

You can use the advanced search to quickly identify the correct contacts. For
example, there may be a number of contacts with the same surname. In this case,
you can use the advanced search fields to narrow down and facilitate your search.

Prerequisites
• The contact is included in the private contacts.
• The contact area is displayed.

Step by Step
1) Click Advanced Search below the Search field.
The Advanced Search fields are displayed.
2) Enter any of the following search items in the advanced search fields:
• Full first name or part of a first name
• Full last name or part of a last name
• Full company name or part of the company name
• Full department name or part of the department name
• Full phone number or part of the phone number
• Full city (location) or part of the city (location)
• Full building or part of the building name
• Full room number or part of the room number

INFO: The fields City, Building and Room are displayed in the
advanced search only if they have been configured by the
OpenScape Unified Communications administrator.

3) Click Search.
The retrieved contact details are displayed beneath the search field. You can
select the corresponding contact if more than one entries are retrieved.

Next steps
In order to delete the shown search result and to display the contact list again,
click in the search field. The contact area is displayed.

4.5.7 How to Call a Private Contact

You can call a private contact in the contact area by mouse click.

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Prerequisites
• The contact data include at least one phone number.
• The contact area is displayed.

Step by Step
1) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

2) Select if you wish to call the contact under his/her main phone number.
If only a single number is given for a contact, it is automatically his/her main
phone number. If several phone numbers have been specified for a contact,
the number under Work is the main phone number.
A signaling bar displays the connection setup.
Your preferred device rings.
3) How to select the phone number for calling the contact:

a) Select .
You see the phone numbers and addresses under which the contact can
be reached.
b) Select a phone number for calling the contact.
A signaling bar displays the connection setup.
Your preferred device rings.
4) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have called a private contact.

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4.5.8 How to Initiate an Ad-hoc Conference with Private Contacts

You can initiate an Ad-hoc phone conference by selecting participants from your
private contacts.

Prerequisites
• The contact area is displayed.

Step by Step
1) How to select all contacts to take part in the phone conference:
a) Click on the group selection field in the contact area.
The group menu opens.
b) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list
thereunder displays the group first, then all associated contacts.
c) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

d) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.

2) Select in the action bar.

A signaling bar displays the connection setup.
Your preferred device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset for the conference, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The conference is being set up.
A call control bar opens, displaying the new connection.
You have initiated an Ad-hoc phone conference with several of your private
contacts.

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4.5.9 How to Initiate a Callback from the Contact Details

When displaying the details of one of your contacts you also see the last calls of
this user. You can use those call entries to call back the contact directly in a simple
manner.

Step by Step
1) Move the mouse pointer onto the contact name.
A contact name may appear in the following user interface locations:
– In the contact area
– In the call control bar
– In the entries of the call history
– In conference details
2) Select the contact name.
The contact area displays the contact details.
If there are call list entries for the contact, you see them under Recent Calls.
Using Show more you can display further calls.
3) Click on the call entry the phone number of which you want to use for initiating
the callback.
4) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have initiated a callback from the contact details.

4.5.10 How to Send an E-Mail to a Private Contact

You can send an e-mail to a private contact in the contact area by mouse click.

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Prerequisites
• An e-mail address is included in the contact data.
• The contact area is displayed.

Step by Step
1) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the contact can be
reached.
3) Select the entry of the e-mail address.
Your e-mail application opens the window for a new e-mail. In this e-mail you
find the recipient's e-mail address already specified.

NOTICE: It is assumed that additional information is sent to the

Conference participants and thus the original Conference body
message will not be displayed on the e-mail created.

4) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to a private contact.

4.5.11 How to Send an E-Mail to several Private Contacts

You can send an e-mail simultaneously to several recipients by selecting them
from your private contacts.

Prerequisites
• The contact area is displayed.

Step by Step
1) How to select all contacts you wish to send an e-mail:
a) Click on the group selection field in the contact area.
The group menu opens.
b) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list
thereunder displays the group first, then all associated contacts.
c) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

d) Select .

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The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.

2) Select in the action bar.

The action menu opens.
3) Select E-Mail Group.
Your e-mail application opens the window for a new e-mail. The recipient field
is already furnished with the contacts' e-mail addresses.

NOTICE: If there is no e-mail address available for participants,

a message informs you accordingly.

4) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to several private contacts.

4.5.12 How to Start a Chat with a Private Contact

You can start a chat with a private contact in the contact area.

Prerequisites
• The contact data include at least one instant-messaging address.
• The contact area is displayed.

Step by Step
1) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the contact can be
reached.
3) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

4.5.13 How to Start a Chat with several Private Contacts

You can start a chat with several participants by selecting them from your private
contacts.

Prerequisites
• The contact area is displayed.

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Step by Step
1) How to select all contacts to take part in the chat:
a) Click on the group selection field in the contact area.
The group menu opens.
b) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list
thereunder displays the group first, then all associated contacts.
c) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

d) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.

2) Select in the action bar.

The action menu opens.
3) Select Chat with group.
The chat starts.

NOTICE: If there is no instant-messaging address available for a

participant, a message informs you accordingly.

The chat window opens in minimized format at the bottom screen margin.

4.5.14 How to Initiate a Web Collaboration Session with a Private Contact

You can initiate a Web Collaboration Session with a private contact in the contact
area.

Prerequisites
• The contact area is displayed.
• Initiating a Web Collaboration session with a person who does not use UC-
Application requires a known e-mail address of this user.

Step by Step
1) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the contact can be
reached.

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3) Select Start Web Collaboration.

A signaling bar indicates a freshly started Web Collaboration session.

4) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
5) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

NOTICE: The notification inside the client related to the Web

Collaboration is shown only to participants who have smart-client
open. (The mail for the Collaboration is sent in any case)

4.5.15 How to Create a new Contact Group

You can create new contact groups in the contact area to group your private
contacts.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select New Group.
The menu entry changes to an input field.
3) Enter a group name and push the return key.
The new group is displayed in the group menu of the group selection field.
The indication (0) behind the group name signals that no contacts have yet
been assigned to the group.
You have created a new contact rule.

4.5.16 How to Rename a Contact Group

You can rename available contact groups in the contact area.

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Prerequisites
• The contact area is displayed.
• At least one contact group has been created.

NOTICE: You cannot rename the default group All Contacts.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group you wish to rename.
The group name is displayed in the group selection field.

3) Select .
The display switches to the edit mode.
4) Change the displayed group name in the input field.
5) Select Save to copy the new group name and to leave the edit mode.
The group is displayed with its new name.
You have renamed the contact group.

4.5.17 How to Assign a Private Contact to an Existing Group

You can assign single private contacts to an existing contact group in the contact
area. Each contact can also be assigned to several contact groups.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Select the contact's name.
You see all contact information.
4) Select the name of the desired group under Groups.
The group name is highlighted in color.
You have assigned the private contact to the contact group.

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4.5.18 How to Assign several Private Contacts to an Existing Group

You can assign several private contacts to an existing contact group in the contact
area simultaneously. Each private contact can also be assigned to several contact
groups.

Prerequisites
• The contact area is displayed.

Step by Step
1) How to select all contacts you wish to assign to a group:
a) Click on the group selection field in the contact area.
The group menu opens.
b) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list
thereunder displays the group first, then all associated contacts.
c) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

d) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.

2) Select in the action bar.

The action menu opens.
3) Select the group under Add to Group.
You have assigned several private contacts to a contact group.

4.5.19 How to Assign a Private Contact to a New Group

You can assign single private contacts to a contact group to be freshly created in
the contact area. Each contact can also be assigned to several contact groups.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select All Contacts or a group that contains the contact.

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The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

4) Select .
A contextual action bar opens, displaying the contact.

5) Select in the action bar.

The action menu opens.
6) Select New Group.
The list entry changes to an input field.
7) Enter a group name and push the return key.
The new group is created and the selected contact assigned to this group.
You have assigned the private contact to the new contact group.

4.5.20 How to Assign several Private Contacts to a New Group

You can assign several private contacts to a contact group to be freshly created
in the contact area simultaneously. Each contact can also be assigned to several
contact groups.

Prerequisites
• The contact area is displayed.

Step by Step
1) How to select all contacts you wish to assign to a group:
a) Click on the group selection field in the contact area.
The group menu opens.
b) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list
thereunder displays the group first, then all associated contacts.
c) Move the mouse pointer onto the contact in the contact list.
You see additional controls.

d) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.

2) Select in the action bar.

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The action menu opens.

3) Select New Group.
The list entry changes to an input field.
4) Enter a group name and push the return key.
The new group is created and the contacts are assigned to this group.
You have assigned all selected private contacts to the new contact group.

4.5.21 How to Display all Private Contacts of a Group

You can display all private contacts of a group in the form of a list in the contact
area.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group the contacts of which you wish to display.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
You have displayed all private contacts of a group.

4.5.22 How to Delete a Contact Group

You can delete available contact groups in the contact area.

Prerequisites
• The contact area is displayed.
• At least one contact group has been created.

NOTICE: You cannot delete the default group All Contacts.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group you wish to delete.
The group name is displayed in the group selection field.

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3) Select .
The display switches to the edit mode.

4) Select .
5) Confirm the security prompt with Delete.
You have deleted the group.

Next steps
To leave the edit mode, select Back.

4.5.23 How to Initiate an Ad-hoc Conference with all Private Contacts of a

Group
You can initiate an Ad-hoc phone conference with all private contacts of a contact
group.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Move the mouse pointer onto the group entry in the list.
You see additional controls.

4) Select .
The action menu opens.
5) Select Call group.
A signaling bar displays the connection setup.
Your preferred device rings.
6) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

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• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The conference is being set up.
A call control bar opens, displaying the new connection.
You have initiated an Ad-hoc phone conference with all private contacts of a
contact group.

4.5.24 How to Send an E-Mail to all Private Contacts of a Group

You can send an e-mail simultaneously to all private contacts of a contact group.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Move the mouse pointer onto the group entry in the list.
You see additional controls.

4) Select .
The action menu opens.
5) Select E-Mail Group.

NOTICE: You can see this option only if an e-mail address is

available for at least one contact of the contact group.

Your e-mail application opens the window for a new e-mail. This e-mail is
already furnished with the e-mail addresses of all recipients.
6) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to all private contacts of a contact group.

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4.5.25 How to Start a Chat with all Private Contacts of a Group

You can start a chat with all private contacts of a contact group.

Prerequisites
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Move the mouse pointer onto the group entry in the list.
You see additional controls.

4) Select .
The action menu opens.
5) Select Chat with group.
The chat starts.

NOTICE: If there is no instant-messaging address available for a

participant, a message informs you accordingly.

The chat window opens in minimized format at the bottom screen margin.

4.5.26 How to Initiate a Web Collaboration Session with all Private Contacts
of a Group
You can initiate a Web Collaboration session with all private contacts of a contact
group.

Prerequisites
• The contact area is displayed.
• Initiating a Web Collaboration session with persons who do not use UC-Appli-
cation requires known e-mail addresses of such users.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select the group.

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The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Move the mouse pointer onto the group entry in the list.
You see additional controls.

4) Select .
The action menu opens.
5) Select Start Web Collaboration.
A signaling bar indicates a freshly started Web Collaboration session.

6) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
7) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

NOTICE: The notification inside the client related to the Web

Collaboration is shown only to participants who have smart-client
open. (The mail for the Collaboration is sent in any case)

4.5.27 How to Find a Contact in the Directory

You may wish to find a contact in the directory for example to view his/her contact
data.

Prerequisites
• The contact is present in the directory.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

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NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) In order to display the contact's data, click on the corresponding search hit.
You have found a contact in the directory.

NOTICE: For similar contacts which seem to be for the same

entry, one merged entry with all data is displayed e.g. similar
name, but same phone number and e-mail address.

Next steps
In order to delete the shown search result and to display the private contact list
again, select in the search field.

4.5.28 How to Copy a Contact from the Directory to your Private Contacts
You can find a contact in the directory and then copy him/her to your private
contacts. As soon as you have copied a contact from the directory to your private
contacts, he/she will automatically receive a request as to your monitoring his/her
presence status. The user's answer will then decide whether or not you may see
his/her presence status.

Prerequisites
• The contact is present in the directory.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Click on the contact to display his/her data.

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NOTICE: In case groupware connection is used and a private

contact is created using the global address list in Exchange,
contact details such as phone numbers may not be carried over
to UC. As a result, these contact details will not be displayed in
OpenScape Web Client's private contact list. Thus, it is advised
that the user manually creates the private contact in Outlook.

4) Select Add to contacts.

5) If you wish to assign the contact to a group from your private contacts, select
the group's name under Groups.
You can assign the contact to several groups.
The group name is highlighted in color.
You have copied a contact from the directory to your private contacts.

Next steps

In order to display the private contact list again, select Back and then in the
search field.

4.5.29 How to manually Synchronize a Directory Contact

After you have copied a contact from the directory to your private contacts, you
can freshly synchronize the associated contact data with the directory. Because
you cannot change the contact data of such a contact locally, synchronizing the
data becomes necessary after an alteration.

Prerequisites
• You have copied the contact from the directory to your private contacts.
• The contact area is displayed.

Step by Step
1) Click on the group selection field in the contact area.
The group menu opens.
2) Select All Contacts or a group that contains the contact.
The group name is displayed in the group selection field; the list thereunder
displays the group first, then all associated contacts.
3) Select the contact's name.
You see all contact information.

4) Select .
You have synchronized a contact with the directory.

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4.5.30 How to Call a Contact from the Directory

You can call a contact who is not one of your private contacts but whose data is
available in the directory.

Prerequisites
• The contact is present in the directory with a phone number.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.

INFO: After typing the first letters or a combination of letters of the

contact’s name, the system will display a matching contact or a list
of contacts from the existing directory, to facilitate your search. If
your private contacts deliver search hits, they are displayed
beneath the search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Move the mouse pointer onto the contact.
You see additional controls.

4) Select .
You see the phone numbers and addresses under which the contact can be
reached.
5) Select a phone number for calling the contact.
A signaling bar displays the connection setup.
Your preferred device rings.
6) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.

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• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have called a subscriber whose contact data are available in the directory.

4.5.31 How to Send an E-Mail to a Contact from the Directory

You can send an e-mail to a contact who is not one of your private contacts but
whose data is available in the directory.

Prerequisites
• The contact is present in the directory with an e-mail address.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Move the mouse pointer onto the contact.
You see additional controls.

4) Select .
You see the phone numbers and addresses under which the contact can be
reached.
5) Select the entry of the e-mail address.
Your e-mail application opens the window for a new e-mail. The recipient field
contains already the contact's e-mail address.
6) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to a contact whose data is available in the directory.

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4.5.32 How to Start a Chat with a Contact from the Directory

You can start a chat with a contact who is not one of your private contacts but
whose data is available in the directory.

Prerequisites
• The contact is present in the directory with an instant-messaging address.
• The contact area is displayed.

Step by Step
1) Enter the search text in the search field of the contact area.

INFO: After typing the first letters or a combination of letters of the

participant’s name or telephone number, the system will display a
matching contact or a list of contacts from the existing directory, to
facilitate your search. You can click and select the corresponding
contact from the available list.

If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Move the mouse pointer onto the contact.
You see additional controls.

4) Select .
You see the phone numbers and addresses under which the contact can be
reached.
5) Select the instant-messaging address.
The chat window opens in minimized format at the bottom screen margin.

4.5.33 How to Initiate a Web Collaboration Session with a Contact from the
Directory
You can initiate a Web Collaboration session with a contact who is not one of your
private contacts but whose data is available in the directory.

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Prerequisites
• The contact area is displayed.
• Initiating a Web Collaboration session with a person who does not use UC-
Application requires a known e-mail address of this user.

Step by Step
1) Enter the search text in the search field of the contact area.
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

2) Select beneath the search field and the private hit list.

NOTICE: Alternatively, you can push the enter key.

The contact is searched for in the directory.

If search hits are found, they are displayed beneath the search field.
3) Move the mouse pointer onto the contact.
You see additional controls.

4) Select .
You see the phone numbers and addresses under which the contact can be
reached.
5) Select Start Web Collaboration.
A signaling bar indicates a freshly started Web Collaboration session.

6) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
7) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

NOTICE: The notification inside the client related to the Web

Collaboration is shown only to participants who have smart-client
open. (The mail for the Collaboration is sent in any case)

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4.5.34 How to import contacts from a csv file

Prerequisites
• You have exported the data in csv-format from Outlook or from WebClient 1.0
or Comassist

NOTICE: Import mechanism only supports UTF-8 scheme

encoding. Make sure that the CSV file is saved with UTF-8
encoding before importing.
To save a CSV file by using the UTF-8 encoding format, follow
these steps:
1. Open the CSV file by using Notepad.
2. In Notepad, click the File menu, and then click Save As.
3. In the Encoding list, select UTF-8, and then click Save.

You can import contacts from the generated csv-file.

NOTICE: It is not intended to create the csv-file manually, the

import may fail. Also do not modify an existing csv-file manually
The import of csv-file is available with V9R1 and onwards.

Step by Step
1) open settings (click on login name and select settings)
2) click on the Contacts tab
3) under Contact Import click on Import.
4) select the csv-file which contains the contacts
5) Click on Open
You have imported the contacts

4.6 Call History

Each incoming and outgoing call creates an entry in the call history, thus logging
information about the call. This way you can trace phone events anytime.

A call history entry may contain the following information in particular:

• Connection type (incoming, outgoing, accepted, missed)
• Date and time
• Phone number of the caller/callee
• Further phone numbers in case of a forwarding
• Further information about the caller or callee – for example name or presence
status

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Beyond that you can directly contact the caller or callee via available communica-
tions channels – for example when you missed a call.
The time of call history entries not viewed yet is highlighted.

4.6.1 How to Display your Call History

You can display your call history in the content area.

Step by Step

› Select in the navigation bar.

Your call history is displayed in the content area.
If there are new call history entries you have not viewed yet, the number of these
entries is displayed in a green square within the call history tab.
Since V9R1 sequential calls from the same person (as long as there are no call
from another person in between) are grouped into one entry with the number of
calls in paranthesis.
The details of each single call is visible in the detail view of the entry.
In case a call is forwarded or transferred several times, you see information only
for the first and last connection.
The following descriptions are used in call history entries:

Description Meaning
Forwarder to: <subscriber> You forwarded an incoming call to <sub-
scriber>.
Redirected to: <subscriber> A call made by you was forwarded to and
not accepted from <subscriber>.
Forwarded: <subscriber> Incoming call forwarded to you by <sub-
scriber> and not accepted.
Accepted from: <subscriber> A call made by you was forwarded to and
accepted from <subscriber>.
Accepted for: <subscriber> A call forwarded to you by <subscriber>
and accepted.
Picked up from: <subscriber> An incoming call to you was picked up by
<subscriber>.

4.6.2 How to Delete all Entries of your Call History

You can delete all entries of your call history with a mouse click.

Prerequisites
• The call history is displayed in the content area.

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IMPORTANT: The following step deletes all of your call history

entries irretrievably:

Step by Step
› Select Clear all.
All entries are removed from your call history.

4.6.3 How to Delete an Entry from your Call History

You can delete single entries of your call history with a mouse click.

Prerequisites
• The call history is displayed in the content area.

Step by Step
1) Move the mouse pointer onto the call history entry.
You see the additional control .

IMPORTANT: The following step deletes the call history entry

irretrievably:

2) Select .
You have deleted an entry from your call history.

4.6.4 How to Filter the Entries of your Call History by Type

You can filter the entries of your call history by type to improve clarity.

Prerequisites
• The call history is displayed in the content area.

The following entry types are suitable for filtering:

• All calls
• Missed calls
• Incoming calls
• Outgoing calls

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Step by Step
1) Click on the column header of the type column.
The type column always carries the name of the type by which the call history
entries are currently filtered; thus one of the following names:
All calls
Missed calls
Incoming calls
Outgoing calls
The type filter menu opens.
2) Select the type by which you wish to filter the call history entries.
The name of the type column changes to the name of the selected type.
The call history displays only those entries that match the selected type.

Next steps
You can change the collation in your call history.

4.6.5 How to Change the Collation in your Call History

The entries in your call history are sorted by date and time. You can toggle this
sorting to make the entries appear in ascending or descending order. The current
collation is indicated by an arrow pointing upward or downward next to the Date/
Time column heading.

Prerequisites
• The call history is displayed in the content area.

Step by Step
› Click on the Date/Time column heading.
The entries in the call history are resorted and the arrow next to the Date/
Time column heading changes its pointing direction.

Next steps
In addition, you can filter the call history entries.

4.6.6 How to Initiate a Call via a Call History Entry

You can click on an entry in your call history to initiate a call. A click on the entry
of a received call initiates a call to the associated caller, and if you wish to call a
person again, click on the entry of the corresponding outbound call.

Prerequisites
• The call history is displayed in the content area.

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Step by Step
1) Move the mouse pointer onto the call history entry.
You see additional controls.

2) Select if you wish to call the caller or callee under his/her main phone
number.
If only a single number is given for a caller or callee, it is automatically his/her
main phone number. If several phone numbers have been specified for a
caller or callee, the number under Work is the main phone number.

NOTICE: If the caller or callee is defined by a phone number only,

the relevant phone number is called.

A signaling bar displays the connection setup.

Your preferred device rings.
3) How to select the phone number for calling the caller or callee:

NOTICE: This option is unavailable if the caller or callee is

unknown and defined by a phone number only.

a) Select .
You see the phone numbers and addresses under which the caller or
callee can be reached.
b) Select a phone number for calling the caller or callee.
A signaling bar displays the connection setup.
Your preferred device rings.
4) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
You have initiated a call from the call history.

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4.6.7 How to Send an E-Mail via a Call History Entry

You can click on an entry in your call history to send an e-mail. A click on the entry
of a received call allows sending an e-mail to the associated caller, and if you wish
to send an e-mail to a person previously called, click on the entry of the corre-
sponding outbound call.

Prerequisites
• You know an e-mail address of the caller or callee – for example as
associated entry in your private contacts.
• The call history is displayed in the content area.

Step by Step
1) Move the mouse pointer onto the call history entry.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the caller or callee
can be reached.
3) Select the entry of the e-mail address.
Your e-mail application opens the window for a new e-mail. In this e-mail you
find the recipient's e-mail address already specified.
4) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail from the call history.

4.6.8 How to Start a Chat via a Call History Entry

You can click on an entry in your call history to start a chat. A click on the entry of
a received call initiates a chat with the associated caller, and if you wish to chat
with a person previously called, click on the entry of the corresponding outbound
call.

Prerequisites
• The call history is displayed in the content area.
• You know an instant-messaging address of the caller or callee – for example
as associated entry in your private contacts.

Step by Step
1) Move the mouse pointer onto the call history entry.
You see additional controls.

2) Select .

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You see the phone numbers and addresses under which the caller or callee
can be reached.
3) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

4.6.9 How to Initiate a Web Collaboration Session via a Call History Entry
You can click on an entry in your call history to initiate a Web Collaboration
session. A click on the entry of a received call initiates a call to the associated
caller, and if you wish to call a person again, click on the entry of the corre-
sponding outbound call.

Prerequisites
• The call history is displayed in the content area.
• Initiating a Web Collaboration session with a person who does not use UC-
Application requires a known e-mail address of this user – for example in the
form of an entry in your private contacts.

Step by Step
1) Move the mouse pointer onto the call history entry.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the caller or callee
can be reached.
3) Select Start Web Collaboration.
A signaling bar indicates a freshly started Web Collaboration session.

4) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
5) Start the participant module.
The Web Collaboration window opens.

NOTICE: The notification inside the client related to the Web

Collaboration is shown only to participants who have smart-client
open. (The mail for the Collaboration is sent in any case)

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4.7 One-Number Service (ONS)

The One-Number Service is a service of OpenScape UC Application. It combines
all phone numbers under which you can be reached.

This combining of phone numbers has the following advantages:

• Irrespective of how many devices you use for being available: You need to
publish only one of your phone numbers to be reached – your ONS number.
• You can select the device the ONS number shall currently be assigned to
anytime – the device you choose is your preferred one (OND).
• When you receive a call under your ONS number, it is always directly
forwarded to your preferred device (OND). Whichever device you use for
accepting the call, the caller always sees your ONS number.
• When you conduct an outgoing call from your preferred device(OND), the
callee always sees your ONS number as originator number.
The One-Number Service does not come into effect in the following cases:
• When you are called under a number different from your ONS number.
• When you initiate a call from a device currently not set as your preferred one
(OND).
Your preferred device can also be automatically determined in dependence of
your respective presence status.

Custom device lists

You can create custom device lists. You can edit such custom device lists and
determine them as your preferred device. If you determine a custom device list as
preferred device, all incoming calls will be signaled on the devices contained in
the list in succession until the call is accepted on one of the devices or until the
last device of the list is reached.
If a call is not accepted on any of the devices, it is eventually forwarded to your
voicebox.

Automatic forwarding of incoming calls

Automatic forwarding of incoming calls is bound to events.
Automatic forwarding is possible in the following cases:
• Busy line
• A call was not accepted after a specified period
• All circumstances

4.7.1 How to Determine your Preferred Device

You can determine which of your devices is to signal icoming calls. Independent
from this selection, you can also choose a device for initiating outgoing calls.

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Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) You can set your preferred device for incoming and outgoing calls indepen-
dently from each other:
• To determine your preferred device for incoming calls, select the desired
entry under How would you like to be reached?
• To determine your preferred device for outgoing calls, select the desired
entry under How would you like to make calls?

INFO: If your preferred device for outgoing calls is the same as

the one used for the calls you receive, then you can check the box
Same as incoming calls.

4) Click Save.
You have now determined your preferred device for incoming and outgoing calls.

Alternatively, you can determine your preferred device also via or in the
header bar. As a result, will be displayed if you have set the same device for
incoming and outgoing calls and if the two settings differ: Click

1. Click or in the header bar.

2. Select the preferred device or device list under Incoming Calls.
3. Select the preferred device or device list under Outgoing calls.

NOTICE: Changing the Incoming device via the drop down list
will also change the Outgoing device to the same value.
For advanced control of preferred devices (additional option to
keep preferred devices in sync or not) use the Settings >
Devices options.

4.7.2 How to Set a Preferred Device to be Always Used for Incoming and
Outgoing Calls
It is not mandatory to set different devices for incoming and outgoing calls. You
can set a single preferred device for both communication directions instead.

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Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Activate under Personalize how you make and receive calls the setting
Same as incoming calls.
4) Click Save.
From now on, the device preferred for incoming calls will also be used for
outgoing calls.

4.7.3 How to Make your Preferred Device Dependent on your Current

Presence Status
You can have your current present status automatically determine the preferred
device to be used for incoming calls.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Under Your phones, activate the option I want my presence to determine

how I receive calls from other people by selecting the checkbox next to it.
4) Under this option, select a preferred device or a preferred device list to be
assigned to each of the specified presence states, for example:
• Available > Work phone
• Away > Mobile phone
• Do not disturb > Work phone
• Be right back > Mobile phone
• Busy > Work phone
• In a meeting > MyPreferredList

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5) Select Save.
When you set a presence status, it will from now on determine the device
preferred for your incoming calls.

4.7.4 How to Add a new Device

You can select a device from a list to make it your preferred one. New devices can
be added to this list anytime.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Select Add a new device under Your phones.

The display changes for adding a device.
4) Enter a name for the new device under Device name.
Under this name the device will later be displayed in the device list.
5) Enter the device's phone number under Phone number.
On entering the number, use the following format:
+<country code><area code><extension>
Example of Germany: +49240409010
6) Determine under Ring and redirection preferences how a call shall be
redirected from the device if you do not accept the call on this device.
• Let my phone ring for [ ]seconds
If you do not accept an icoming call on this device within this period, the
call will be forwarded to your voicebox.
• Time out the redirected call after the standard amount of time (1
minute) has passed
If you do not accept an icoming call on this device within one minute, the
call will be forwarded to your voicebox.
• Do not provide a timeout for redirecting calls
Incoming calls are never forwarded.
7) Select Add device.
The new device is displayed in the device list under Your phones.

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8) Select Save.
You have added a new device to the list of your devices.

4.7.5 How to Change the Settings of a Device

You can change the settings of all of your devices.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Under Your phones, click on the edit icon next to the device you need to
update.
The display changes for editing the device.
4) Edit the name of the device under Device name.
Under this name the device will later be displayed in the device list.
5) Under Ring and redirection preferences, edit how a call shall be redirected
from the device if you do not accept the call on this device.
• Let my phone ring for [ ]seconds
If you do not accept an icoming call on this device within this period, the
call will be forwarded to your voicebox.
• Time out the redirected call after the standard amount of time (1
minute) has passed
If you do not accept an icoming call on this device within one minute, the
call will be forwarded to your voicebox.
• Do not provide a timeout for redirecting calls
Incoming calls are never forwarded.
6) Select Save changes.
7) Select Save.
You have changed the settings for the device.

4.7.6 How to Delete a Device

You can select a device from a list to make it your preferred one. Devices can be
removed from this list anytime.

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Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Under Your phones, move your mouse over the device that should be
deleted.
You see the additional control .

IMPORTANT: The following step deletes the device and its

settings irretrievably from the device list.

NOTICE: You cannot delete the office phone.

4) Select .
The device is removed from the device list.
5) Select Save.
You have deleted the device.

4.7.7 How to Create a Device List

You can create custom device lists including your prederred devices. If you
identify a custom device list as preferred device, all incoming calls will besignaled
on the devices included in the list in succession until the call is accepted on one
of the devices or until the last device of the list is reached. If a call is not accepted
on any of the devices, it is then forwarded to your voicebox.

Prerequisites
• Your preferred devices have been added under Your phones.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

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INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Click on View your custom device lists under Your phones.

The individual device list opens.
4) Click Add a new list:
a) Enter a name for the list in the List name field.
b) Select the devices that will be included in the list from the Choose a
device drop-down list.

INFO: You can remove a device by clicking the delete icon ,

which appears when you move your mouse over a device. This
action deletes the device and its settings irretrievably from the
individual device list.

c) Click Add list.

The new list is displayed under the section View your custome device
lists.
5) Select Save.

4.7.8 How to Edit your Device List

In other OpenScape UC Application clients you can create custom device lists
you can edit as individual device list in the client.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Select View your custom device lists under Your phones.

The individual device list opens.

4) Click on the edit icon next to the device list you need to update:
a) Update the name of the device list in the List name field.
b) Select additional devices from the Choose a device drop-down list.

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c) Remove a device from the list by clicking on the delete icon , which
appears when you move your mouse over the corresponding device. This
action deletes the device and its settings irretrievably from the individual
device list.
5) Click Save list.
6) Click Save.
You have edited the device list.

4.7.9 How to Delete a Device List

Device lists can be removed anytime.

Step by Step
1) Click on your login name in the header bar and select Settings.
The settings menu opens.
2) Switch to the Devices section.

INFO: Alternatively, you can access the Devices section by

clicking in the header bar and then select Device settings.

3) Select View your custom device lists under Your phones. Move your
mouse over the device list that should be deleted and click the delete icon

IMPORTANT: This step deletes the device list and its settings
irretrievably from the device list.

The device list is removed.

4) Select Save.

4.7.10 How to Configure and Activate Automatic Forwardings

You can automatically forward incoming calls depending on different events.

Automatic forwarding is possible in the following cases:

• Busy line
• If a call was not accepted after a specified period
• Under all circumstances

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.

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2) Select Forwarding and Rules.

3) Activate the Enable call forwarding option.
4) Specify a forwarding number for at least one of the following events in the
associated field. Depending on which of the following options you configure
you can also include various forwarding events simultaneously.
• If my phone is busy, forward my calls to
• If I don’t answer, forward my calls to
• Forward all of my incoming calls

NOTICE: Before you can enter a phone number in this field you
must tick the associated check box.
If you configure this forwarding option, alternative options have no
effect.

5) Select Save.
From now on, incoming calls are forwarded according to your configuration.
The icon at the Forwarding section header reminds you of having configured
at least one automatic forwarding.
With V9R3 the entries for the call forwarding settings are cached, so if you
deactivate Call Forwarding the entries are not deleted, they are only greyed out.
When you activate Call Forwaring again, there is no need to enter the contacts
again.

4.7.11 How to Disable all Automatic Call Forwardings

In the client settings the icon at the Forwarding section header reminds you
of having configured at least one automatic forwarding. You can disable this
configuration again.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Forwarding and Rules.
3) Activate the Do not forward any of my calls option.
4) Select Save.
From now on, incoming calls will no longer be forwarded.

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Presence Service

4.8 Presence Service

The presence service is a service of OpenScape UC Application. It informs other
users whether you are ready for communication or busy, not wishing to be
disturbed.

The following presence types are supported:

• User presence
• Device presence
You can decide who may view your presence status. There are the following
options to enable this:
• Everybody may see your presence status.
• Nobody may see your presence status.
• You decide individually whether a user may see your presence status.
In this case, custom presence status requests determine whether or not a
user may see your current presence status. Such a presence status request
is sent to you automatically when another user copies your contact from the
directory to his/her private contacts.

NOTICE: If there are pending presence status requests, the

number of such requests is indicated in a green square next to
your login name and on the Presence tab of the settings dialog.

Once you have permitted a user seeing your presence status you can also
withdraw this user's privilege again.

User presence
You can set the user presence manually. This includes the following presence
statuses:

Icon Description
Away

Available

Do not disturb

Busy

Be right back

In a meeting

In addition, you can enter a status text to be displayed along with your user
presence status.

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Device presence
The device presence status is automatically determined by the system. This
status is based on whether or not your preferred device is busy.
The user interface merely displays the device presence status Busy. You can see
it when the user's preferred device is busy.

INFO: Combined presence (user presence and device presence)

is displayed for single line contact when line is busy.
The state in a call will be shown only when the presence state
was available.

combined presence state

There will be a combined presence state (User state + media state) shown in the
avatar.
This combined state can be "in a call". This combined state can neither be set nor
used. It is informative only.
The combined state is derived as follows:

User State Media State Lync Legacy Combined Combined

Client State - State - All
UCMA other
Deployment deploye-
ments
Availabale Busy In a call Available In a call In a call
Busy Busy In a call Busy In a call In a call
in a meeting Busy In a meeting In a meeting In a meeting In a meeting
DND Busy DND DND DND DND
Away Busy Away Away Away In a call
Be right back Busy Be right back Be right back Be right back In a call
Offline Busy Offline Offline Offline Offline

4.8.1 How to Set your Presence Status

Displaying your current presence status to other users you can indicate your
general communication readiness.

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Step by Step

1) Select the icon of your current presence status – for example – in the
header bar.
The presence setting menu opens.
2) Select the presence status.
Your new presence status is displayed in the header bar.

4.8.2 How to Provide your Individual Presence Status Text

You can provide other users with additional information about your current
presence status by specifying an individual status text. Other users can see this
status text in your contact details.

Step by Step

1) Select the icon of your current presence status – for example – in the
header bar.
The presence menu opens.
2) Select Change status text.
The menu entry changes to an input field.
3) Enter a status text and push the return key.

NOTICE: In order to delete a fixed status text, you must remove

the available status text from the input field.

The new status text is displayed to you in the presence menu.

The individual status text is displayed to other users along with your current
presence status in your contact details.

4.8.3 How to Determine the Default Presence Status for Logon/Logoff

You can determine the presence status to be set automatically after you have
logged on or logged off.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Presence section.

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4) Activate the desired settings under My presence status during login/

logout.
• Opening the browser/logging in
Select here the presence status set automatically after your logging in.
• Closing the browser/logging out
Select here the presence status set automatically after your logging off.
5) Select Save.
You have determined the default presence status for logging on and logging off.

4.8.4 How to Determine your Location

You can determine a location, shown to authorized users along with your
presence status.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Specify your current whereabouts under Location.
This location may be a town or building.
4) Select Save.
You have determined your location.

4.8.5 How to Determine the Viewers of your Presence Status

You can decide who may view your presence status. After giving a user the
permission to view your presence status, you can have him/her automatically
integrated in your private contacts also. Your presence status will appear as
Unknown to users who are not allowed to view it.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Presence section.
4) Specify under Managing who sees my presence in which way you wish to
allow users viewing your presence status.
• Everyone can see my presence status
• Nobody can see my presence status

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• Ask me when someone requests to see my presence status and let

me choose
5) Select Save.
Users will be allowed to view your presence status according to your configu-
ration. Users who are allowed to view your status are als automatically integrated
in your private contacts list.

4.8.6 How to Send a Presence Status Request

Each user can decide for himself/herself who may or may not view his/her
presence status. As soon as you copy a contact from the directory to your private
contacts, this user will automatically receive a request as to your monitoring his/
her presence status. The user's answer will then decide whether or not you may
see his/her presence status.

4.8.7 How to Reply to a Presence Status Request

Other users may send you a presence request, asking for the permission to view
your presence status. You can answer such a presence request in different ways.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Presence section.
4) Expand the list for Pending presence status requests by selecting the
associated icon.
5) Move the mouse pointer onto the presence status request you wish to answer.
You see additional controls.
6) Answer the presence status request in one of the following ways:
• Select Block if you do not want to allow the requesting user to view your
presence status.
After this decision, the requesting user is listed under Users blocked
from seeing your presence status.
• Select Accept if you want to allow the requesting user to view your
presence status.
After this decision, the requesting user is listed under Users allowed to
see your presence status.

• Select if you wish to delete the presence status request without taking
a decision.

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The presence status request is deleted from the list of Pending presence
status requests.
You have answered a user's presence status request.

4.8.8 How to Display the Viewer States for your Presence Status
You can display all users who belong to one of the available viewer statuses.

There are the following viewer statuses:

• Users allowed to see your presence status
• Users blocked from seeing your presence status
• Users of whom a presence status request is pending

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Presence section.

4) Expand the viewer status list by selecting the associated icon. You can
choose from the following lists:
• Users allowed to see your presence status
• Users blocked from seeing your presence status
• Pending presence status requests
You see all users who belong to the selected viewer status.

4.8.9 How to Delete the Viewer Status of a User

You can display all users who belong to one of the available viewer statuses. You
can remove single users from each of the associated lists. For example, you can
withdraw a user's privilege to view your presence status.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Switch to the Presence section.

4) Expand the viewer status list by selecting the associated icon. You can
choose from the following lists:
• Users allowed to see your presence status

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• Users blocked from seeing your presence status

• Pending presence status requests
5) Move the mouse pointer onto the user in the list.

You see the additional control .

IMPORTANT: The following step removes the user irretrievably

from the viewer status list.

6) Select .
The user has been deleted from the viewer status list.
Depending on the selected list the following thus applies:
• Users allowed to see your presence status
You have withdrawn a user's privilege to still view your presence status.
• Users blocked from seeing your presence status
The user is no longer blocked from seeing your presence status. Depending
on your presence settings the following thus applies:
– The user can now view your presence status automatically.
– The user must ask for permission to view your presence status by
presence status request.
• Pending presence status requests
You have deleted the user's pending presence status request. If required, the
user must send a new request to be allowed viewing your presence status.

4.9 Telephone Conferences

Various types of telephone conferences are supported.

• Ad-hoc conferences
An Ad-hoc conference is a conference created dynamically and spontane-
ously and performed directly. If you want to stage a meeting with several
persons and the contact list shows that all of them are available, you can
select them and start a one-time audio conference.
Ad-hoc conferences may comprise a maximum of 30 participants. If you wish
to hold a conference with more than 30 participants, you must configure a
persistent conference.
• Persistent conferences
You configure a persistent conference just once. After it has come to an end,
it remains configured and can be restarted. In a persistent conference, all
participants have moderator privileges for the conference.
Participants are either called by the system automatically (dial-out) at the
conference start or must dial into the conference by themselves (dial-in).

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• Scheduled conferences
OpenScape UC Application supports scheduled conferences. You can
configure or edit them in the client, display and join them.
In a scheduled conference, moderator privileges can be assigned to
individual subscribers.
Participants are either called by the system automatically (dial-out) at the
conference start or must dial into the conference by themselves (dial-in).
• MeetNow! conferences
MeetNow! conferences quickly with all external and internal participants. The
conference room is exclusively defined by specifying an arbitrary PIN. I. e. all
conference participants who dial the access number and enter the specified
PIN are in the same conference room and can talk to each other directly.
MeetNow! conferences can be started only by callers the conference portal
can uniquely identify as OpenScape users. If an OpenScape user not
uniquely identified is the first one to dial into a MeetNow! conference, he/she
will hear music-on-hold until the first uniquely identified OpenScape user dials
into the MeetNow! conference.

NOTICE: The special character of MeetNow! conferences does

not allow the conference portal to handle the assignment of
access PINs. This may lead to participants using the same access
PIN for different conferences. In this case the participants may be
connected to each other in the same conference room uninten-
tionally.
To handle the allocation of access PINs for MeetNow! confer-
ences, each user can be assigned a personal access PIN. The
participant will use this access PIN when inviting other partici-
pants to a MeetNow! conference. A personal access PIN may be
derived from a company's extensions, for example.

• Device-controlled conferences (Large Conference)

If you have set up several simultaneous phone connections, you can initiate
a shared conference using those phone connections. Such a conference is
independent from OpenScape UC Application and performed exclusively by
the communications system used.
The conference view in the content area displays exclusively scheduled and
persistent conferences.

Representation of the Ad-hoc /MeetNow! conferences

Ad-hoc-/MeetNow! conferences are only represented by the existing phone
connection to the conference system. There is no further representation in the
content area. An extended conference control does not exist either.

Representation of scheduled Conferences

The content area shows the following information about scheduled conferences:
• Conference title
• Name of the conference creator

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• Date and time of the conference

• Bridge number for the conference system
• Access PIN for the conference
You can sort the displayed conferences by the following information:
• Conference title
• Name of the conference creator
• Date and time of the conference
Started conferences are highlighted; irrespective of whether or not you have
dialed into the conference.
You can configure or edit scheduled conferences, display and start them. You can
join them also.
The detail view of a scheduled conference displays the following information in
addition:
• Option for recording the names of conference participants
• Option for expanding a conference to a video conference
• Option for expanding a conference to a web conference
• Invited conference participants, possibly with a link to associated contact
details
In case of conferences with a large number of participants, displaying the list of
dialed-in participants is restricted and this display is not updated automatically.
You can configure the number of participants that leads to a restricted list display.

Representation of persistent Conferences

The content area shows the following information about persistent conferences:
• Conference title
• Name of the conference creator
• Bridge number for the conference system
• Access PIN for the conference
Started conferences are always displayed topmost. You cannot sort the list
entries. Started conferences are highlighted; irrespective of whether or not you
have dialed into the conference.
You can configure, edit, display and delete persistent conferences. You can join
them also.
The detail view of a persistent conference displays the following information in
addition:
• Option for recording the names of conference participants
• Option for expanding a conference to a video conference
• Option for expanding a conference to a web conference
• Invited conference participants, possibly with a link to associated contact
details

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In case of conferences with a large number of participants, displaying the list of

dialed-in participants is restricted and this display is not updated automatically.
You can configure the number of participants that leads to a restricted list display.

Representing device-controlled conferences (Large Conference)

Device-controlled conferences are only represented by the existing phone
connection. There is no further representation in the content area. An extended
conference control does not exist either.

Controlling a Conference
When you join a persistent or scheduled conference, the associated call control
is automatically displayed to you. In this call control you see the following
conference information:
• Conference status
• Number of conference participants
• Names of the moderators
• Active speaker
• Dialed-in conference participants
• Conference participants not dialed in yet
Furthermore, the call control provides the following options:
• Muting / unmuting your own telephone
• Leaving the conference
• Contacting a single contact by instant message or e-mail
• Starting group instant messaging
• There are the following additional options for moderators:
– Muting / unmuting the conference
– Locking / unlocking the conference
– Terminating the conference
– Expanding moderator control options to a dialed-in participant
– Muting / unmuting single participants
– Removing single participants from a conference
– Admitting participants not dialed in to the conference
– Starting simultaneous web conferences

4.9.1 How to Initiate a Device-Controlled Conference (Large Conference)

If you have set up several simultaneous phone connections, you can initiate a
shared conference using those phone connections. Such a conference is
independent from OpenScape UC Application and performed exclusively by the
communications system used.

Prerequisites
• You have set up several simultaneous phone connections.

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Step by Step

1) Select in the call control bar of a phone connection.

You see a menu with connecting options.
2) Select Merge calls together.
All of your phone connections are combined to a conference.
You have initiated a device-controlled conference.

4.9.2 How to Display Available Conferences

You can display available conferences in the content area.

Step by Step

› Select in the navigation bar.

The conferences are displayed in the content area under Active conferences,
New/ Updated conferences and All conferences.
If there are new conferences for you, that you have not viewed yet, the number of
these conferences is displayed in a green square within the conference tab.

4.9.3 How to Display the Configuration Details of a Conference

You can display the details of scheduled conferences and of those conferences
available anytime.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
› In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.4 How to Create a Persistent Conference

You can create a persistent conference to be subsequently started anytime. After
this type of conference has come to an end, it remains configured and can be
restarted.

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Prerequisites
• The contact area is displayed.

Step by Step
1) How to add a private contact as conference participant to the conference:
a) Enter one of the following search items in the search field of the contact
area:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.
b) Move the mouse pointer onto the private contact.
You see additional controls.

c) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.
d) If required, add further private contacts as conference participants in the
same way.
2) How to add a contact from the directory as conference participant to the
conference:
a) Enter one of the following search items in the search field of the window:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

b) Select beneath the search field and the private hit list.
The contact is searched for in the directory.
If search hits are found, they are displayed beneath the search field.
c) Move the mouse pointer onto the contact.
You see additional controls.

d) Select .
The contextual action bar opens automatically, showing the first contact.
All further contacts are added to the action bar directly.
e) If required, add further directory contacts as conference participants in the
same way.

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3) Select in the action bar.

The action menu opens.
4) Select Create a conference.
The display changes for adding a persistent conference.
The area of the invited participants displays you and all previously selected
conference participants.
5) Give the conference a name under Title.
Under this name the conference will be displayed in the conference list.
6) How to specify moderators for the conference:
a) Select the This conference is moderated.
The area of invited participants displays the Moderator option for all
conference participants.
b) If you wish to disable the Moderator option for a conference participant,
move the mouse pointer onto the conference participant in the area of
invited participants.
A check box for the Moderator option is displayed.
Disable the check box.

NOTICE: You can activate the Moderator option for a conference

participant in the same way.

NOTICE: You cannot disable the Moderator option if it is active

for only one conference participant.

7) If conference participants are to record their names for joining the conference,
select the Record name option.
8) If the conference is to comprise video streaming also, select the Video option.
9) If the conference is to comprise web conferencing also, select the Web
Collaboration option.
10) If you wish to add further participants to the conference, select Add new
participants in the area of invited participants.
The dialog for selecting new participants opens. Proceed in this dialog as
already described with the initial participant selection.
11) How to remove a conference participant from the participant list:
a) Move the mouse pointer onto the conference participant in the area of
invited participants.
You see additional controls.
b) Select .

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The conference participant is removed from the participant list.

12) The default procedure of joining a conference has the participant dialing in by
himself/herself. However, you can make the system call a conference partic-
ipant:
a) Move the mouse pointer onto the dial-in option Call into the conference
of the conference participant in the area of invited participants.
The menu for dial-in options opens.
b) Select the Call out from the conference option.
The dial-in option of the conference participant is switched.
13) Select Save.
You have created a persistent conference.

4.9.5 How to Edit Settings of a Persistent Conference

You can edit the settings of a persistent conference retrospectively.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) Select the conference's title in the Persistent conferences area.
The display changes to conference detail display.

2) Select .
The display switches to the edit mode.
3) Give the conference a name under Title.
Under this name the conference will be displayed in the conference list.
4) How to specify moderators for the conference:
a) Select the This conference is moderated.
The area of invited participants displays the Moderator option for all
conference participants.
b) If you wish to disable the Moderator option for a conference participant,
move the mouse pointer onto the conference participant in the area of
invited participants.
A check box for the Moderator option is displayed.
Disable the check box.

NOTICE: You can activate the Moderator option for a conference

participant in the same way.

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NOTICE: You cannot disable the Moderator option if it is active

for only one conference participant.

5) If conference participants are to record their names for joining the conference,
select the Record name option.
6) If the conference is to comprise video streaming also, select the Video option.
7) If the conference is to comprise web conferencing also, select the Web
Collaboration option.
8) If you wish to add further participants to the conference, select Add new
participants in the area of invited participants.
The dialog for selecting new participants opens. Proceed in this dialog as
already described with the initial participant selection.
9) How to remove a conference participant from the participant list:
a) Move the mouse pointer onto the conference participant in the area of
invited participants.
You see additional controls.
b) Select .
The conference participant is removed from the participant list.
10) The default procedure of joining a conference has the participant dialing in by
himself/herself. However, you can make the system call a conference partic-
ipant:
a) Move the mouse pointer onto the dial-in option Call into the conference
of the conference participant in the area of invited participants.
The menu for dial-in options opens.
b) Select the Call out from the conference option.
The dial-in option of the conference participant is switched.
11) Select Save to apply the changes.
The display changes to the new conference detail display.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.6 How to Delete a Persistent Conference

You can delete a persistent conference.

Prerequisites
• The conferences are displayed in the content area.

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Step by Step
1) Move the mouse pointer onto the conference's entry in the Persistent
conferences area.
You see additional controls.

IMPORTANT: The following step will irretrievably delete the

persistent conference.

2) Select .
You have deleted a persistent conference.

4.9.7 How to Create a Scheduled Conference

You can create a scheduled conference, which will be active at the required time
and duration.

Prerequisites
• The contact area is displayed.

Step by Step
1) Enter a title in the Title text box.

INFO: The title can be up to 200 characters.

2) Click on the Web collaboration check box, to include a web collaboration

session.
3) Click on the Video check box, to include video streaming.
4) Click on the Record name box, to display the participant names.
5) Schedule the meeting by clicking on the check box:
a) Set the start date and time.
b) Set the end date and time.
c) Click Save.
6) To add participants, click Add a new participant.

INFO: After typing the first letters or digits of the participant’s

name or telephone number, the system will display a matching
contact or a matching list of contacts from the existing directory, to
facilitate your search. You can click and select the corresponding
contact from the available list.

The number of participants will be updated every time a participant is added.

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7) To specify moderators for the conference:

a) Click on This conference has a moderator.
The area of invited participants displays the Moderator option for all
conference participants.
b) If you wish to disable the Moderator option for a conference participant,
move the mouse pointer onto the conference participant in the area of
invited participants.
A check box for the Moderator option is displayed.
Disable the check box.

NOTICE: You can activate the Moderator option for a conference

participant in the same way.

NOTICE: You cannot disable the Moderator option if it is active

for only one conference participant.

8) To remove a conference participant from the participant list:

a) Move the mouse pointer onto the conference participant in the area of
invited participants.
You see additional controls.
b) Select .
The conference participant is removed from the participant list.
9) The default procedure of joining a conference has the participant dialing in by
himself/herself. However, you can make the system call a conference partic-
ipant:
a) Move the mouse pointer onto the dial-in option Call into the conference
of the conference participant in the area of invited participants.
The menu for dial-in options opens.
b) Select the Call out from the conference option.
The dial-in option of the conference participant is switched.
10) Click Create.
You have created a scheduled conference, which will be active at the configured
time. The meeting PIN, as well as the bridge and the alternative numbers are
displayed. Click Show all, to select another alternative number or Regenerate
PIN to generate a new PIN.

NOTICE: Recurrent conferences can be created only using

OpenScape Calendar Extension via Microsoft Outlook.

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4.9.8 How to Edit Settings of a Scheduled Conference

You can edit the settings of a scheduled conference retrospectively.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) Select the conference's title in the Scheduled conferences area.
The display switches to the edit mode.
2) You can edit the conference title in the Title text box.
3) You can disable or enable the Moderator option for a conference participant.
4) You can edit the start and end time and date for future meetings.
5) You can select or remove the Record name option.
6) You can select or remove the Video option.
7) You can add further participants to the conference, by selecting Add new
participant.
8) You can remove a conference participant from the participant list.
9) Click Save.
The display changes to the new conference details display.

4.9.9 How to Delete a Scheduled Conference

You can delete a scheduled conference.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) Move the mouse pointer onto the conference's entry in the Scheduled
conferences area.
You see additional controls.

IMPORTANT: The following step will irretrievably delete the

persistent conference.

2) Select .
You have deleted a scheduled conference.

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4.9.10 How to Decline Taking Part in a Conference before the Conference

Start
You can decline taking part in scheduled or persistent conferences.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.
2) Select Decline.
The conference is deleted from the conference list.

4.9.11 How to Call a Participant before the Start of a Conference

You can call a selected participant of a scheduled or persistent conference before
the conference begins.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.
2) Move the mouse pointer onto the conference participant in the area of invited
participants.
You see additional controls.

3) Select if you wish to call the conference participant under his/her main
phone number.
If only a single number is given for a conference participant, it is automatically
his/her main phone number. If several phone numbers have been specified
for a contact, the number under Work is the main phone number.

NOTICE: If the conference participant is defined by a phone

number only, the relevant phone number is called.

A signaling bar displays the connection setup.

Your preferred device rings.

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4) How to select a phone number for calling a conference participant:

NOTICE: This option is unavailable if the conference participant

is defined by a phone number only.

a) Select .
You see the phone numbers and addresses under which the conference
participant can be reached.
b) Select a phone number for calling the conference participant.
A signaling bar displays the connection setup.
Your preferred device rings.
5) Accept a call.

NOTICE: If the Auto-Answer feature is enabled for your preferred

device, speaker and microphone of the terminal device or a
connected headset become active automatically.

The connection to the conference participant is being established.

A call control bar for the new connection opens.
You have called a conference participant.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.12 How to Send an E-Mail to a Participant before the Start of a

Conference
You can send an e-mail to a selected participant of a scheduled or persistent
conference before the conference begins.

Prerequisites
• The conferences are displayed in the content area.
• An e-mail address is available for the conference participant, for example as
associated entry in your private contacts.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.
2) Move the mouse pointer onto the conference participant in the area of invited
participants.

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You see additional controls.

3) Select .
The action menu opens.
4) Select the entry of the e-mail address.
Your e-mail application opens the window for a new e-mail. In this e-mail you
find the recipient's e-mail address already specified.
5) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to a conference participant.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.13 How to Send an E-Mail to Participants before the Start of a

Conference
You can send an e-mail to the participants of a scheduled or persistent conference
before the conference starts – for example to provide them with preparative
documents.

Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.

2) Select .
The action menu opens.
3) Select E-Mail Group.

NOTICE: You can see this option only if an e-mail address is

available for at least one conference participant.

Your e-mail application opens the window for a new e-mail. This e-mail is
already furnished with the e-mail addresses of all recipients.
4) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to all participants of the conference.

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NOTICE: Due to a 2000 character limitation of the Windows

mailto URL handler the addresses will be cut when this limit is
exceeded.
Subject and body are always left empty.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.14 How to Start a Chat with a Participant before the Start of a

Conference
You can call a selected participant of a scheduled or persistent conference before
the conference begins.

Prerequisites
• The conferences are displayed in the content area.
• An instant-messaging address is available for the conference participant, for
example as associated entry in your private contacts.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.
2) Move the mouse pointer onto the conference participant in the area of invited
participants.
You see additional controls.

3) Select .
The action menu opens.
4) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.15 How to Start a Chat with Participants before the Start of a Conference
You can start a chat with all participants of a scheduled or persistent conference
before the conference begins.

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Prerequisites
• The conferences are displayed in the content area.

Step by Step
1) In the Scheduled conferences or Persistent conferences area, select the
conference's title.
The display changes to conference detail display.

2) Select .
The action menu opens.
3) Select Chat with group.

NOTICE: If there is no instant-messaging address available for a

participant, a message informs you accordingly.

The chat window opens in minimized format at the bottom screen margin.

Next steps
In order to return to the list of all conferences, select Back to all conferences.

4.9.16 How to Start a Conference

Before participants can dial into a scheduled or persistent conference, it must be
started. Moderated conferences can only be started by a moderator.

Prerequisites
• The conferences are displayed in the content area.
• You must be a moderator of the conference to start a moderated conference.

NOTICE: An unmoderated conference may start automatically

when you dial in.
A moderated conference starts with your dialing in automatically
only if you are the conference's moderator. If you dial into a
moderated conference not started yet and you are not the
conference's moderator, you will not be connected to the
conference room until the first moderator dials into the
conference. In the meantime you hear a corresponding hold
announcement.

Step by Step
1) Move the mouse pointer onto the conference's entry in the Scheduled
conferences or Persistent conferences area.
You see additional controls.

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2) Select .
A signaling bar displays the connection setup.
Your preferred device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
4) Follow the announcements to enter the conference room.
You have started the conference and entered the conference room.
A signaling bar informing about the freshly started conference is displayed to all
other invited conference participants in their client.

4.9.17 How to Join a Started Conference

When you are invited for a scheduled or persistent conference and wish to take
part, you must dial in by yourself if dialing in manually has been configured for
you. Alternatively, you can click the conference URL sent to you via the
conference notification E-mail and access the OpenScape Web Client in order to
join the conference. The start of a conference is indicated to you by a signaling
bar. Using the controls of this signaling bar you can dial into the conference.

Prerequisites
• You have received the conference notification E-mail including the conference
URL.

INFO: If already logged in the OpenScape Web Client, you can

access the conference via the signaling bar. Otherwise, the
conference URL redirects you to the OpenScape Web Client
external floor control, which provides access to the OpenScape
Web Client.

• A signaling bar indicates a freshly started conference.

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NOTICE: If you have already closed the signaling bar of the

freshly started conference using , you can dial into the

conference as follows:
Switch to the conferences in the content area. Move the mouse
pointer onto the conference's entry in the Scheduled confer-
ences or Persistent conferences area and select .

Step by Step

1) Select in the signaling bar.

The signaling bar closes.
A new signaling bar displays the connection setup.
Your preferred device rings.
2) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The connection is being established.
A call control bar opens, displaying the new connection.
3) Follow the announcements to enter the conference room.
You have entered the conference room of the started conference.

4.9.18 How to Decline Taking Part in a Conference after the Conference

Start
The start of a conference you have been invited for is indicated to you by a
signaling bar. Using the controls of this signaling bar you can reject taking part in
this conference.

Prerequisites
• A signaling bar indicates a freshly started conference.

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Step by Step

› Select in the signaling bar.

The signaling bar closes.
You have rejected taking part in a started conference.

Next steps
However, if you wish to take part in the conference later on, switch to the confer-
ences in the content area. Move the mouse pointer onto the conference's entry in
the Scheduled conferences or Persistent conferences area and select .

4.9.19 How to Display the Connection Details of a Conference

An active conference is displayed by a call control bar. This call control bar
contains already various basic information about the respective conference – for
example the number of participants. Using the controls of the call control bar you
can display further details of a conference.

Prerequisites
• You are connected to a conference.

Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants. The currently active speaker is highlighted.

INFO: When the number of conference participants reaches a

certain threshold (e.g. 15 participants), the details of participants
who join or leave the conference are no longer automatically
updated. However, you can manually refresh the floor control
information.

2) Select on the right of the call control bar of the conference connection to
refresh the participant details.

4.9.20 How to Mute Yourself in a Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can mute your own device – for example when you are in a
noisy environment and do not wish to disturb the other conference participants.

Prerequisites
• You are connected to a conference.

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Step by Step

› Select in the call control bar of the conference connection.

The other conference participants cannot hear you anymore. The icon

changes to .

Next steps

In order to make yourself audible again, select .

4.9.21 How to Lift Your Own Muting

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can mute your own device. You can lift this muting.

Prerequisites
• You are connected to a conference.

Step by Step

› Select in the call control bar of the conference connection.

The other conference participants can hear you again.

4.9.22 How to Mute an Active Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can mute the active conference, so that you do not hear any
of the conference participants anymore. The other conference participants can
still hear each other.

Prerequisites
• You are connected to a conference.

Step by Step

› Select in the call control bar of the conference connection.

The active conference is muted. The icon changes to .

Next steps

In order to hear the conference participants again, select .

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4.9.23 How to Unmute a Conference Connection

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can mute the conference connection. And you can lift this
muting again.

Prerequisites
• You are connected to a conference.
• The active conference is muted.

Step by Step

› Select in the call control bar of the conference connection.

The conference connection is unmuted. The icon changes to .

4.9.24 How to Hand an Active Conference over to Another Device

An active conference is displayed by a call control bar. Using the call controls of
this call control bar you can hand the active conference over to another device
without having to close the connection.

Prerequisites
• You are connected to a conference.

Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select under Switch to a different device the device for resuming the call.
A signaling bar displays the connection setup.
The device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the conference, just
pick it up to accept the call.

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• If you wish to use speaker and microphone of the terminal device or a

connected headset, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
The active call is being handed over.
You have changed the device.

4.9.25 How to Send an E-Mail to Participants after the Start of a Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can send an e-mail to all participants – for example to
distribute meeting papers.

Prerequisites
• You are connected to a conference.

Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select E-Mail Group.

NOTICE: You can see this option only if an e-mail address is

available for at least one conference participant.

Your e-mail application opens the window for a new e-mail. This e-mail is
already furnished with the e-mail addresses of all recipients.
3) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail to all participants of the conference.

4.9.26 How to Start a Chat with a Participant after the Start of a Conference
An active conference is displayed by a call control bar. Using the controls of this
control bar you can start a chat with a selected participant – for example to
exchange a written note.

Prerequisites
• You are connected to a conference.

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Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

4.9.27 How to Start a Chat with Participants after the Start of a Conference
An active conference is displayed by a call control bar. Using the controls of this
control bar you can start a chat with all participants – for example to exchange a
written note.

Prerequisites
• You are connected to a conference.

Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select Start chat.
The chat starts.

NOTICE: If there is no instant-messaging address available for a

participant, a message informs you accordingly.

The chat window opens in minimized format at the bottom screen margin.

4.9.28 How to Join a Web Collaboration Session in a Conference

An active conference is displayed by a call control bar. Using the operating
elements of this call control bar you can take part in a started, additional Web
Collaboration session.

Prerequisites
• You are connected to a conference.

• The icon in the call control bar indicates that an additional Web Collabo-
ration session has been started.

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Step by Step

1) Select in the call control bar of the conference connection.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
2) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

4.9.29 How to Close a Conference Connection

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can close your connection to the conference. After your
leaving the conference it persists and all other participants remain connected to it.

Prerequisites
• You are connected to a conference.

Step by Step
› How to close the conference connection:
• If you use the terminal device's receiver for the call, simply put it down.
• If you use speaker and microphone of the terminal device or a connected

headset for the call, select in the call control bar of the active call.
Speaker and microphone of the terminal device or of a connected headset
are switched off.
The call control bar closes.
You have closed the conference connection.

4.9.30 Communication options in a persistent conference

When you have created a persistent conference you can use also communication
options. (Chat with group, Mail notification, Mail notification with new PIN)

Prerequisites
• You have created a persistent conference

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Step by Step
1) Click in tab Persistent in the menu Conferences.
2) In the related conference in the line with Me click on the right side on the
symbol .
The following options are available:
• Chat with group
• Mail notification

NOTICE: Conference details are sent to another user which is not

in the conference list and thus the created mail will not include the
conference recipients.

• Mail notification with PIN

INFO: Due to a 2000 character limitation of the Windows mailto

URL handler the new mail including addresses, subject and body
will be cut when this limit (including encoding for special
characters) is exceeded.

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4.9.31 Select number for conference partner

With UC V9R4 it is possible to select the number of the conference partner. This
is useful when you know your partner is not in the office, but reachable via mobile.

Click on the arrow next to "work".

4.9.32 Additional Moderator Features

In order to use specific conferencing features, you must have been assigned
moderator privileges for the conference.

[Link] How to Lock a Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can lock the conference. This keeps further participants from
dialing in.

Prerequisites
• You are connected to a conference.
• You must be a moderator of the conference to lock a moderated conference.

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Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select under Moderator options the Unlock conference option.
From now on no further participants can dial into the conference.

INFO: Although participants cannot join the locked conference

after dialing the conference bridge number, they can join the
conference via the signaling bar on the OpenScape Web Client
user interface, if the conference is active.

[Link] How to Unlock a Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can lock the conference. In order to admit further participants
to the conference you can unlock the conference again.

Prerequisites
• You are connected to a conference.
• You must be a moderator of the conference to start a moderated conference.

Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select under Moderator options the Lock conference option.
From now on further participants can dial into the conference.

[Link] How to Add Participants to a Started Conference

You can add further participants to a started conference – for example invited
participants who have not yet dialed into the conference or participants who have
not been invited for the conference at all.

Prerequisites
• You are connected to a conference.

Step by Step

1) Select in the call control bar of the conference connection.

You see a menu with connecting options.

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2) Select Add to Conference.

The dialog for selecting a subscriber opens.
3) How to add a private contact:
a) Enter one of the following search items in the search field of the contact
area:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.
b) Move the mouse pointer onto the private contact.
You see additional controls.

c) Select .
The contact is displayed in the contextual action bar.
4) How to add a contact from the directory:
a) Enter one of the following search items in the search field of the window:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

b) Select beneath the search field and the private hit list.
The contact is searched for in the directory.
If search hits are found, they are displayed beneath the search field.
c) Move the mouse pointer onto the contact.
You see additional controls.

d) Select .
The contact is displayed in the contextual action bar.
5) How to add a contact-independent phone number:
a) Enter the phone number in the search field of the contact area.

b) Select .
The phone number is displayed in the contextual action bar.
6) Select Done.
The phone connection is being established. After the callee has accepted the
call he/she is connected to the conference.

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[Link] How to Assign Moderator Privileges to a Conference Participant

An active conference is displayed by a call control bar. Using the controls of this
control bar you can assign moderator privileges to a selected participant for
moderated conferences. He/she can then manage the conference more compre-
hensively.

Prerequisites
• You are connected to a moderated conference.
• You are the conference's moderator.
• The conference participant does not have any moderator privileges.

Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Add as moderator.
The conference participant is now enabled to use moderator features.

[Link] How to Join a Conference as a Moderator

Moderators can join a conference with moderator priviledges by entering the

moderator’s pin, which is available in the notification e-mail generated by the
system.

Prerequisites
• The system administratot has enabled the moderator pin feature in the
OpenScape UC Application.
• You have created a moderated conference.
• The system has generated the conference notification e-mail with the
conference access details.

Step by Step
1) Dial the corresponding bridge number displayed in the conference notification
e-mail.
2) Enter the conference room PIN followed by the # key.
3) To join the conference as a moderator:
a) Dial * then 6 if you are using iPhone or OSMO, alternatively
b) Dial * then 8 if you are not using your ONS device.

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INFO: The dialing options "6" and "8" may vary according to the
configuration of the OpenScape UC Application. You must consult
the conference notification e-mail, which includes the correct
dialing options for each case.

4) Enter the moderator’s PIN followed by the # key.

You have joined the conference as a moderator. In case you dial the wrong
number, you can enter the # key to return to the conference. You can then dial
the moderator options, such as *6 or *8, to try again.

[Link] How to Withdraw Moderator Privileges from a Conference Participant

An active conference is displayed by a call control bar. Using the controls of this
control bar you can withdraw moderator privileges from a selected participant for
moderated conferences.

Prerequisites
• You are connected to a moderated conference.
• You are the conference's moderator.
• The conference participant has moderator privileges.

Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Remove as moderator.
The conference participant cannot use any moderator features anymore.

[Link] How to Mute a Conference Participant

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can mute a selected participant – for example when he/she
takes part from a rather noisy environment.

Prerequisites
• You are connected to a conference.

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Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Mute.

The image of the participant is represented with .

The conference participant is muted.

[Link] How to Unmute a Conference Participant

An active conference is displayed by a call control bar. Using the controls of this
control bar you can mute a selected participant. And you can lift this muting again.

Prerequisites
• You are connected to a conference.
• A conference participant is muted.

Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Unmute.
The image of the participant appears now unchanged.
The conference participant is audible again.

[Link] How to Close the Connection to a Conference Participant

An active conference is displayed by a call control bar. Using the controls of this
control bar you can disconnect a selected participant from the conference.

Prerequisites
• You are connected to a conference.

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Step by Step
1) Select Show Details in the call control bar of the conference connection.
The call control bar extends downward and shows the single conference
participants.
2) Select the conference participant.
You see an action menu.
3) Select Disconnect them.
The image of an invited participant appears grayed out in the conference
details; the image of an additional participant is removed from the conference
details.
The conference participant is no longer connected to the conference.

[Link] How to Extend a Conference by a Web Collaboration Session

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can start an additional Web Collaboration session for
conference participants to join.

Prerequisites
• You are connected to a conference.
• Initiating a Web Collaboration session with persons who do not use UC-Appli-
cation requires known e-mail addresses of such users – for example in the
form of entries in your private contacts.

Step by Step

1) Select in the call control bar of the conference connection.

The Web Collaboration session starts and the icon changes to .

2) Select to join the Web Collaboration session.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
3) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

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[Link] How to Terminate a Conference

An active conference is displayed by a call control bar. Using the controls of this
call control bar you can terminate the conference for all participants.

Prerequisites
• You are connected to a conference.
• You must be a moderator of the conference to terminate a moderated
conference.

Step by Step

1) Select in the call control bar of the conference connection.

The action menu opens.
2) Select under Moderator options the End conference option.
The conference is terminated. The connections to all dialed-in participants are
closed.

[Link] How to Record a Web and Audio Conference simultaneously

An active conference is displayed by a call control bar. A web collaboration

session has been initiated.

Prerequisites
• You are connected to a conference.
• You must be a moderator of the conference to record the conference session
(audio and video if available + the web collaboration session).

Step by Step
1) Click on one of the Record options:
• With participant video
• Without participant video
The REC box appears on top of the side bar. The conference and web
collaboration session is being recorded.
2) Click on the Record button again to pause the recording.
3) You can click on the Record button again in order to select further actions,
such as:
• Restarting the recording,
• Starting a new recording.
After the conference termination, you receive an E-Mail including the recording
link along with the date it becomes invalid.

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NOTICE: You must add the back-end FQDN to the hosts file of
your computer in order to be able to download the recording file
after clicking the E-mail recording URL.

NOTICE: Up to four video sending parties should be shown

directly in the active speaker recording layout (which is 1 large
content + 4 small tiles on the right).
With more than 5 sending parties the active speaker tile should be
on top right and the remaining is filled in the order of entering /
starting video sending.
For filling the small tiles below the active speaker the moderators
should have preference over users so that there is a sort of small
discussion panel of moderators which is always visible in the
video.

- Grace periods (greyed out tile) in case of temporary disconnect

- Grace period (greyed out tile) in case of a person is no longer
sending a video (if applicable)
- Showing one person in both his / her tile and the active speaker
tile to avoid rearrangements

4.10 Voicemail
If you use OpenScape Xpressions as external voicemail system at OpenScape
UC Application, you can manage all voicemails available for you in OpenScape
Xpressions.

The content area shows the following information about voicemails:

• Date and time of their arrival
• Duration of the voicemail
• Information about the caller where available
• Voicemail status (new, played)
Managing voicemails comprises:
• Playing voicemails
• Storing voicemails locally
• How to Delete all of your Voicemails
Furthermore, you can directly contact the originator of a voicemail via available
communications channels.
Voicemail entries you have not played yet are highlighted.

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4.10.1 How to Display your Voicemails

You can display your voicemails list in the content area.

Step by Step

› Select in the navigation bar.

Your voicemails list is displayed in the content area.
If there are new voicemails you have not viewed yet, the number of these voice-
mails is displayed in a green square within the voicemail tab.

4.10.2 How to Play a Voicemail

You can play a voicemail via your preferred device or PC.

Prerequisites
• Your voicemails list is displayed in the content area.

Step by Step
1) How to play a voicemail on your preferred device:
a) Move the mouse pointer onto the voicemail entry.
You see additional controls.

b) Select .
The action menue opens.
c) Select Play on phone.
Your preferred device rings.
d) Accept the call.

NOTICE: If the Auto-Answer feature is enabled for your preferred

device, speaker and microphone of the terminal device or a
connected headset become active automatically.

The voicemail playback starts.

2) How to play the voicemail via your PC:

a) Select for the voicemail entry.

The voicemail playback starts. The progress display and its position
indicator show where in the voicemail you currently are.
b) If you wish to skip to a particular point in the voicemail, move the position
indicator in the progress display with the mouse.
You have played a voicemail.

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4.10.3 How to Store a Voicemail on your PC

You can download a voicemail from the voicemail system and store it locally on
your PC.

Prerequisites
• If you use Microsoft Internet Explorer, the following setting is active: Security
> Custom level... > Downloads > File download > Enable. This is the case
by default.
• If you connect to the client via HTTPS and use Microsoft Internet Explorer, the
following setting is active: Advanced > Security > Do not save encrypted
pages to disk. This is no default for Microsoft Internet Explorer V9.
• Your voicemails list is displayed in the content area.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

2) Select .
The action menu opens.
3) Select Download.
The voicemail is loaded on the PC as sound file.
4) Store the file locally on your PC.
You have downloaded a voicemail on your PC.

4.10.4 How to Initiate a Call from a Voicemail Entry

You can initiate a call from a voicemail entry with a mouse click. In this case the
callee is the voicemail's originator.

Prerequisites
• Your voicemails list is displayed in the content area.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

2) Select if you wish to call the voicemail's originator under his/her main
phone number.
If only a single number is given for a caller or callee, it is automatically his/her
main phone number. If several phone numbers have been specified for a
caller or callee, the number under Work is the main phone number.

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NOTICE: If the voicemail's originator is defined by a phone

number only, the relevant phone number is called.

Your preferred device rings.

3) How to select the phone number for calling the voicemail's originator:

NOTICE: This option is unavailable if the voicemail's originator is

unknown and defined by a phone number only.

a) Select .
You see the phone numbers and addresses under which the voicemail's
originator can be reached.
b) Select a phone number for calling the voicemail's originator.
Your preferred device rings.
4) Accept a call.

NOTICE: If the Auto-Answer feature is enabled for your preferred

device, speaker and microphone of the terminal device or a
connected headset become active automatically.

The connection to the voicemail's originator is being established.

A contextual action bar opens, displaying the new connection.
You have initiated a call from the voicemail entry.

4.10.5 How to Send an E-Mail via a Voicemail Entry

You can send an e-mail from a voicemail entry to the voicemail's originator by
mouse click.

Prerequisites
• Your voicemails list is displayed in the content area.
• You know an e-mail address of the voicemail's originator – for example as
associated entry in your private contacts.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the voicemail's
originator can be reached.

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3) Select the entry of the e-mail address.

Your e-mail application opens the window for a new e-mail. In this e-mail you
find the recipient's e-mail address already specified.
4) Write and send the e-mail message in your e-mail application as usual.
You have sent an e-mail via a voicemail entry.

4.10.6 How to Start a Chat from a Voicemail Entry

You can start a chat from a voicemail entry with the voicemail's originator by
mouse click.

Prerequisites
• Your voicemails list is displayed in the content area.
• You know an Instant-Messaging address of the voicemail's originator – for
example as associated entry in your private contacts.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

2) Select .
You see the phone numbers and addresses under which the voicemail's
originator can be reached.
3) Select Chat.
The chat window opens in minimized format at the bottom screen margin.

4.10.7 How to Initiate a Web Collaboration Session via a Voicemail Entry

You can start a Web Collaboration session from a voicemail entry with the
voicemail's originator by mouse click.

Prerequisites
• Your voicemails list is displayed in the content area.
• Initiating a Web Collaboration session with a person who does not use UC-
Application requires a known e-mail address of this user – for example in the
form of an entry in your private contacts.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

2) Select .

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You see the phone numbers and addresses under which the voicemail's
originator can be reached.
3) Select Start Web Collaboration.
A signaling bar indicates a freshly started Web Collaboration session.

4) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
5) Start the participant module.
The Web Collaboration window opens.

4.10.8 How to Delete a Voicemail

You can delete single voicemails from your voicemails list and thus also from the
voicemail system.

Prerequisites
• Your voicemails list is displayed in the content area.

Step by Step
1) Move the mouse pointer onto the voicemail entry.
You see additional controls.

IMPORTANT: The following step deletes the voicemail

irretrievably from the voicemail system.

2) Select .
You have deleted the voicemail.

4.10.9 How to Delete all of your Voicemails

You can delete all voicemails from your voicemails list and thus also from the
voicemail system with a mouse click.

Prerequisites
• Your voicemails list is displayed in the content area.

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Step by Step
1) Select Clear all.

IMPORTANT: The following step deletes all of your voicemails

irretrievably from the voicemail system:

2) Confirm the security prompt.

You have deleted all voicemails.

4.10.10 How to Configure your Voicemail Settings

If you use OpenScape Xpressions as external voicemail system at OpenScape
UC Application, you can open the associated Web Assistant via the client. In the
assistant you can configure your voicemail settings.

NOTICE: How to operate the Web Assistant is described in the

OpenScape Xpressions, Web Assistant, User Guide manual.

Step by Step
1) Click on your login name in the header bar.
The settings menu opens.
2) Select Settings.
3) Click Configure your voice mail here under Voice mail configuration.
The Web Assistant's user interface is displayed.

INFO: If you use OpenScape Xpressions version V7R1 FR3 or

older, your browser will display the Web Assistant’s login dialog.
Use your login data for OpenScape Xpressions to log on.

Next steps
Configure your voicemail settings as described in the OpenScape Xpressions,
Web Assistant, User Guide manual.

4.11 Team Feature

Using the OpenScape UC Application team feature you can group OpenScape
users to teams. You can create and update teams, invite contacts to the team,
remove team members, grant or revoke administrator permissions from other
team members.

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Teams may also be created and managed by the OpenScape UC Application

administrator.

4.11.1 How to Accept a Call for a Team Member

You can accept calls for other users of your team. Calls coming in for members of
your team are indicated by a signaling bar that contains the text ringing at <user
name>.

Prerequisites
• You are assigned to the same team as the user for whom the call comes in.

Step by Step

› Select in the signaling bar.

If the Auto-Answer feature is enabled for your preferred device, speaker and
microphone of the terminal device or a connected headset become active
automatically.
A call control bar opens, displaying the new connection.

4.11.2 How to Create a Team

You can create teams and invite contacts to be members of this team.

Step by Step

1) Click in the contacts area.

2) Select Create new Team.
3) Enter a name for the new team in the Team name field.
4) Enter the contact’s name or number in the search field and click Search
Directory for to find the contact in the directory.
5) Select the contact from the retrieved list.
6) Click Save.
7) Perform steps 4-6 for all contacts that should be added as team members.
The contact you invited is displayed under Invited users and will receive your
invitation in the contacts area of the OpenScape Web Client. You will be
notified when the contact accepts your invitation. The contact will then appear
under the Members list.

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4.11.3 How to Edit a Team

You can update the details of a team, i.e. edit the team name, invite additional
contacts, or remove members, if applicable.

Prerequisites
• You have created this team, or
• You have been granted with administrator permissions for this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon inext to the corresponding team

and select Edit Team.
3) Edit the team name.
4) Invite contacts to the team if applicable, by entering the contact’s name or
number and clicking Search Directory for to find the contact in the directory.
5) Remove team members if applicable, by moving your mouse over the

member that should be deleted and clicking the delete icon .

6) Click Save.
The team has been edited.

4.11.4 How to Delete a Team

You can delete a team that you have previously created.

Prerequisites
• You have created this team, or
• You have been granted with administrator permissions for this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Edit Team.

3) Click on the Delete icon next to the team name.

4) Click Delete.
The team has been deleted.

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4.11.5 How to Leave a Team

You can leave a team that you previously accepted to join.

Prerequisites
• You are a member of this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Leave Team.
3) Click Yes.
You have left the team. You can join again in case you are re-invited by the
team administrator.

4.11.6 How to Invite Members to a Team

You can invite contacts from the directory to be members of a team you are
managing.

Prerequisites
• You have created this team, or
• You have been granted with administrator permissions for this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Edit Team.
3) Enter the contact’s name or number in the search field and click Search
Directory for to find the contact in the directory.
4) Select the contact from the retrieved list.
5) Click Save.
The contact you invited is displayed under Invited users. The contact will
receive your invitation in the contacts area of the Opencape Web Client. If the
contact clicks Accept, you will be notified that the contact has accepted your
invitation. The contact will then appear under the Members list. If the contact
clicks Decline, you will be notified that the contact has rejected your invitation.

4.11.7 How to Grant Administrator Permissions to other Team Members

You can grant administrator permissions to other team members.

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Prerequisites
• You have created a team, or
• You have been granted with administrator permissions for this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Edit Team.
3) Under Members, select Administrator from the drop-down list next to the
corresponding member.
4) Click Save.
The selected team member has now administrator permissions.

4.11.8 How to Revoke Administrator Permissions from other Team

Members
You can revoke administrator permissions from a team administrator as long as
you also have administrator permissions for this team.

Prerequisites
• You have created this team, or
• You have been granted with administrator permissions for this team.
• The corresponding team member has administrator permissions.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Edit Team.
3) Under Members, select Member from the drop-down list next to the corre-
sponding member.
4) Click Save.
The team member has been deprived of administrator permissions.

4.11.9 How to Remove a Team Member

You can remove members from a team, as long as you have administrator
permissions.

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Prerequisites
• You have created this team, or
• You have been granted with administrator permissions for this team.

Step by Step
1) Navigate to your contacts area.

2) Click on the Communication options icon next to the corresponding team

and select Edit Team.
3) Under Members, move your mouse over the team member you need to
remove.

4) Click the remove icon .

5) Click Save.
The team member has been removed.

4.12 Instant Messaging

By means of the client you can chat with other users.

The chapters on general call control, contacts and external directory, confer-
encing, voicemails and the call history describe how to start such a chat.

4.12.1 How to Add Users to a Chat

You can add further participants to an active chat.

Prerequisites
• You are conducting a chat.
• Instant-messaging addresses are available for the additional chat
participants – for example as associated entries in your private contacts.
• Your private contacts’ IM status is Available.

Step by Step

1) Select in the title bar of the chat window.

You see an action menu.
2) Select Add user.
The dialog for selecting users opens.

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3) How to add a user from your private contact list:

a) Enter one of the following search items in the search field of the contact
area:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.
b) Move the mouse pointer onto the private contact.
You see additional controls.

c) Select .
The contact is displayed in the contextual action bar.
4) How to add a user from the directory:
a) Enter one of the following search items in the search field of the window:
– Full second name or part of a second name
– Full first name or part of a first name
– Full phone number or part of a phone number
If your private contacts deliver search hits, they are displayed beneath the
search field, continuously updated.

b) Select beneath the search field and the private hit list.
The contact is searched for in the directory.
If search hits are found, they are displayed beneath the search field.
c) Move the mouse pointer onto the contact.
You see additional controls.

d) Select .
The contact is displayed in the contextual action bar.
5) Select Done.
The additional users may now also post messages in the chat.

4.12.2 How to Call Chat Participants

You can call a chat participant from an active chat. If more than two participants
conduct a chat, a conference with all participants is created.

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Prerequisites
• You are conducting a chat.
• You know a phone number of the chat participant – for example as associated
entry in your private contacts.

Step by Step

1) Select in the title bar of the chat window.

You see an action menu.
2) Select Call.
A signaling bar displays the connection setup.
Your preferred device rings.
3) How to accept a call:

NOTICE: If the Auto-Answer feature is enabled for your

preferred device, speaker and microphone of the terminal device
or a connected headset become active automatically.

• If you wish to use the terminal device's receiver for the call, just pick it up
to accept the call.
• If you wish to use speaker and microphone of the terminal device or a

connected headset to accept the call, select in the signaling bar.

Speaker and microphone of the terminal device or of a connected headset
become active.
A call control bar opens, displaying the new connection.
You have called the chat participants.

4.12.3 How to Initiate a Web Collaboration Session with Chat Participants

You can initiate a Web Collaboration session with chat participants from an active
chat.

Prerequisites
• You are conducting a chat.
• Initiating a Web Collaboration session with persons who do not use UC-Appli-
cation requires known e-mail addresses of such users – for example in the
form of entries in your private contacts.

Step by Step

1) Select in the title bar of the chat window.

You see an action menu.

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2) Select Start Web Collaboration.

A signaling bar indicates a freshly started Web Collaboration session.

3) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
4) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

4.12.4 How to Leave a Chat

You can leave from an active group chat. This chat will be removed from your
Chat history tab.

Prerequisites
• You are conducting a chat with three or more participants.

Step by Step

1) Select in the title bar of the chat window.

You see an action menu.
2) Select Leave chat.
You have successfully left the group chat. The other participants will be able to
see that you left the chat by a short message in the chat’s window.

NOTICE: Once you leave a chat you wont be able to see the
chat’s history. You can only access the certain chat history if one
of the participants adds you again.

4.12.5 How to Close a Chat

You can close a chat window, thus bringing your participation in the chat to an
end.

Prerequisites
• You are conducting a chat.

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Step by Step

› Select in the top right corner of the chat window.

The chat window closes.

4.13 Web Collaboration

Using the client you can extend a call, a phone conference or a chat by a parallel
Web Collaboration session.

How to initiate such a Web Collaboration session is described in the chapters

covering the general call control, conferencing and instant messaging.
Furthermore, you can initiate an individual Web Collaboration session via:
• A contact or contact group
You find details on this method in the chapter about contacts.
• An entry in your call history
You find details on this method in the chapter covering the call history.
• An entry in your voicemail list
You find details on this method in the chapter on voicemails.
How to control a Web Collaboration session is described in the OpenScape Web
Collaboration, User Guide manual.

4.13.1 How to Join a Web Collaboration Session

A communication partner may invite you for a Web Collaboration session. If you
wish to join this session, you must do so actively.

Prerequisites
• A signaling bar points to the start of the Web Collaboration conference.

Step by Step

1) Select in the signaling bar.

The participant module for OpenScape Web Collaboration is being
downloaded. The downloaded file is displayed to you in your browser under
the downloads.
2) Start the participant module.
The Web Collaboration window opens.

NOTICE: How to control the Web Collaboration session is

described in the OpenScape Web Collaboration, User Guide.

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Simple and Advanced Forwarding Rules

4.14 Simple and Advanced Forwarding Rules

The OpenScape UC Application can automatically analyze incoming calls based
on customized rules that route calls to a specific contact or terminal. If you are out
on business frequently and not able to accept your incoming calls personally, you
can specify that calls arriving during a recurring meeting are automatically routed
to a colleague, or your secretary, etc.

Incoming-call routing may occur according to the following criteria:

• Depending on whether the line is busy or the incoming call is unanswered.
• Depending on the caller's phone number.
• Depending on the date or time at which the call comes in.
• Depending on the setting of your presence status.
The OpenScape UC Application provides the ability to set simple or advanced
forwarding rules.

New feature - Improvements in Rules

Backward Compatibility with rules created in previous OSC UC releases:

• Rules and profiles won’t be deleted during upgrade.
• In general, it’s possible to edit these rules. The exceptions are mentioned in
the topics below.

Compatibility with Rules created in V9R3 format:

• V9R3 rules will be included in a profile called Smart Client, that can be
activated and used.
• If an existing V9R3 rule has an exception list, this rule will not be editable in
the new UI. Such rule will work normally if the corresponding profile is
activated. This exception exists because the V9R4 rules are now based in
White Lists (like it was in WebClient 1.0).
• If an existing V9R3 rule has an action to change presence, this action will be
ignored in UCV9R4. From UCV9R4 on, change presence is a profile configu-
ration.

Compatibility with Rules created in WebClient 1.0 format:

• If the WebClient 1.0 existing rule has a date list (from V7), such rule will keep
working, but will not be editable.
• If the WebClient 1.0 existing rule has a list of persons, this will result in a list
of numbers corresponding to every person in that list.

4.14.1 How to Create a Simple Forwarding Rule

You can forward your incoming calls to other lines when your line is busy or in
case you do not answer. The option of simple forwarding is only available when
the preferred device is set on the work phone. Simple forwarding rules are always
valid until they are cancelled or overwritten by an advanced rule.

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Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Simple forwarding tab (if not already selected).
3) Select Enable call forwarding
a) In case you want to use conditional forwarding (i.e. you are busy and / or
you don’t answer) activate the check box Conditional forwarding.
In case you want to forward your call when you are busy, enter a name or
number in the field Search for contact or number under If my phone is
busy, forward my calls to:
In case you want to forward your calls when you don’t answer, enter a
name or number in the field Search for contact or number under If I
don’t answer, forward my calls to:

NOTICE: You can have the call forwarding for busy and don’t
answer in parallel.

b) In case you want to forward all your calls (e.g. you are on holiday and you
redirect your calls to your deputy) click on the check box Forward all my
incoming calls.
Enter a name or number in the field Search for contact or number.
c) In case you want to redirect all your calls to the voicemail box click on I
want to redirect all my calls to my Voicemail.

NOTICE: This option is written in green letters.

Furthermore in the field Search for contact or number your voicemail

has been selected automatically.
You have created your forwarding rule

NOTICE: An advanced rule can overwrite your simple forwarding

rule.

4.14.2 How to Create an Advanced Rule

You can create advanced rules, which are valid for a set time range, forwarding
incoming calls and displaying specific presence status for selected contacts or
contact lists. Advanced rules may be enabled and disabled.

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Rules tab

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3) Click on Add new Rule

4) In the Name section enter a name in the field insert name for rule
5) Define when the rule should be applied in the Time and range
a) in case you want the rule to be applied always select on the arrow Any
time and day

NOTICE: Any time and day is the default setting

b) in case you want the rule to be applied on specific days select on the
arrow Define time period
From there you get the submenu Choose day or date
On the arrow you get the options Time period and Specific days
- In case you select Time period in the boxes you define from and to and
also you can define Any day or Specific week day.
- In case you select Specific days you can click on the week days. The
selected days are highlighted in green.
Also you can define if you want the Whole day or Set time frame.
6) Under If my status is you can select a presence state which trigger the rule.
The default is Not set. When you click on the arrow you can select the
presence state when the rule should be applied.
7) Under If call is from you can specify the persons or groups.
a) When you click on the check box Person you can select one or more
persons.
b) When you click on the check box Groups you can select one or more
groups.

NOTICE: The check box Group is only displayed if you have at

least created one group.

It is possible to select both check boxes Person and Groups in parallel.

8) Under Forward to you can specify how the call should be handled.
a) Put straight through
In this case the call is not forwarded.
b) Device
You can specify your device where the call should be forwarded, e.g. your
mobile.
c) Person
You can specify to whom the call will be forwarded, e.g your delegate,
secretary.

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9) Click on Save on the top

You have created your rule. In order the rule can be applied the rule must be
assigned to a profile. Refer to How to create a profile

4.14.3 How to Edit an Advanced Rule

You can edit the details of advanced rules.

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Rules tab
3) hover with the mouse over the rule. On the right side you see a small pencil

4) Adapt the section(s) you want to modify.

How to work with the sections refer to How to Create an Advanced Rule
5) Click on Save.

4.14.4 How to Disable an Advanced Rule

You can disable an advanced rule.

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Profile tab
3) You can remove the rule from the profile which is active by editing the profile.
Another option is to deactivate the profile.
You can find more information under the profile section, refer to How to edit a
profile and How to deactivate a profile.

4.14.5 How to Delete an Advanced Rule

You can delete an advanced rule.

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Rules tab
3) hover with the mouse over the rule. On the left side you see a small x.
4) Click on Save.

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Profile overview

4.15 Profile overview

Profiles are used to handle rules so e.g. to define scenarios for meetings,
business trips.
In the profile you can
• define a presence state which is set when the profile is active
• assign one or more rules which are applied when the profile is active.
• set a hierarchy of the rules, the sequence is important.

IMPORTANT: Only one profile can be at a time active.

NOTICE: The profiles SmartClient rules and Standard Profile

are automatic profiles created for imported rules, when you
migrate from previous versions. If you unassign the rules
associated with these profiles, the profiles will be automatically
hidden and not be available any more.

4.15.1 How to create a profile

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Profile tab
3) Click on Add a new profile
4) In section Profile name enter a profile name.
5) In section Set presence status you can set a presence state which will be
applied when the profile is active. It is optional. In case you want to set a
presence status click on the arrow near to Choose Presence and select the
presence status.
6) In section Rules of the profile click on the arrow near to Rules.
a) You can add further rules by clicking on the arrow again.
b) If you have assigned more than one rule on the right side you see arrows
so you can modify the sequence of the rules. The order is important. On
the left side there is a small x, so you can remove a rule just in case you
added accidently a rule you do not want or need.
7) Click on Add profile.

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4.15.2 How to activate a profile

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the profile you want to activate.

4.15.3 How to edit a profile

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Profile tab
3) Hover with the mouse over the profile and on the right side click on the pencil

4) Edit the sections you want to change.

Refer to How to create a profile to see what can be entered in the sections.
5) Click on Save profile

4.15.4 How to deactivate a profile

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on Deactivate profile.

4.15.5 How to delete a profile

Step by Step

1) On the task bar click on and select Forwarding and rules settings.
2) Click on the Profile tab
3) Hover with the mouse over the profile and on the left side click on the x

4.16 Chat Overview

With V9R2 and onwards each chat creates an entry in the chat history. The history
for the chat is kept two weeks by default but you can change this default setting
according to your preferences.

A chat history may contain the following information in particular:

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• the avatar
• the message
• time and and date
In case of a group chat, in V9R4 you have also the option to leave a chat. For
more details please refer to How to Leave a Chat.

IMPORTANT: Chat history in a networking/federated scenario is

not supported.

4.16.1 How to display your Chat History

You can display your chat history in the content area.

Step by Step

› Select the in the navigation bar.

Your chat history is displayed in the content area.

4.16.2 Using communication options

When you have opened the chat-history, you can hover with the mouse over the
chat and use the communication options. (Symbol )
With the communication options you can:
• Recreate the chat
• Call a chat-partner
• Send a mail
• Start a Web conference
• Add more participants to a chat, i.e. group chat
• Leave a group chat
For more details regarding the aforementioned, please refer to the chapter Instant
Messaging.

4.17 Greetings overview

With V9R4 it is possible to record greetings which are played when a call is
redirected to your voicemail.

NOTICE: A project-specific release is required to activate this

feature.

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There are several greetings possible

• Default greetings
• Single greeting
• Vacation greeting
• Business greeting
The greetings can be defined in voicemail tab under settings.
You reach the voicemail tab with the following steps:
1. Click on your login name (avatar) on the header bar
2. Click on Settings
3. Click on the voicemal tab

4.17.1 Default greeting

The default greeting is the system generated greeting and is selected by default.
In the Settings > Voicemail tab select the radio buttton Default greeting.
Click on Save.

Recording your name

You can record your name so that your name is used for the Default greeting.
1. At the bottom there is the section Recording of name, you may need to scroll
down.
When you click on the microphone you can record your name. While the
recording is active the microphone icon gets red. Clicking on the microphone
icon stops the recording.

When you click on the communication options you can either Load from
File or Download.

NOTICE: Only wav-files are supported.

When you click on the playback icon you can hear what you have
recorded.
2. Click on Save.

4.17.2 Single greeting

You can record a single greeting, e.g. to inform who is your delegate or when you
are available again.
1. In the Settings > Voicemail tab select the radio buttton Single greeting.
2. Click on the arrow Settings
3. Now you can record, playback, download or load your greeting

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a) When you click on the microphone you can record your greeting.
While the recording is active the microphone icon gets red. Clicking on the
microphone icon stops the recording.

b) When you click on the communication options you can either Load
from File or Download.

NOTICE: Only wav-files are supported.

c) When you click on the playback icon you can hear what you have
recorded.
4. When you enable the check box Do not allow recording voice mails the
caller cannot leave a message, just here your greeting.
5. Click on Save.

4.17.3 Vacation greeting

You can record a vacation greeting, e.g. to inform who is your delegate or when
you are available again.
When selecting this option all your calls are redirected to your voicemail.

NOTICE: When using the vacation greetings feature if an other

call forwarding rule is already set, the automatic call forward to
voicemail will not be enabled. If you have an active profile then
some calls might be forwarded before they reach your voicemail.
For both these scenarios you will see a warning message
displayed when selecting the Vacation greeting radio button.

1. In the Settings > Voicemail tab select the radio buttton Vacation greeting.
2. Click on the arrow Settings
3. Now you can record, playback, download or load your greeting

a) When you click on the microphone you can record your greeting.
While the recording is active the microphone icon gets red. Clicking on the
microphone icon stops the recording.

b) When you click on the communication options you can either Load
from File or Download.

NOTICE: Only wav-files are supported.

c) When you click on the playback icon you can hear what you have
recorded.
4. When you enable the check box Do not allow recording voice mails the
caller cannot leave a message, just here your greeting.
5. Click on Save.

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4.17.4 Business greeting

You need to record two greetings, one greeting is used during your business
hours and the other greeting is used outside your business hours.
1. In the Settings > Voicemail tab select the radio buttton Business greeting.
2. Click on the arrow Settings
Now you get the possibility to record a greeting for the business hours and
another one for outside the business hours.
3. At the section The greeting used when you are at work, you can playback,
record, download or load from file your greeting (during business hours).

a) When you click on the microphone you can record your greeting.
While the recording is active the microphone icon gets red. Clicking on the
microphone icon stops the recording.

b) When you click on the communication options you can either Load
from File or Download.

NOTICE: Only wav-files are supported.

c) When you click on the playback icon you can hear what you have
recorded.
4. When you enable the check box Do not allow recording voice mails the
caller cannot leave a message, just here your greeting.
5. At the section The greeting used when you are off work, you can playback,
record, download or load from file your greeting (outside business hours).

a) When you click on the microphone you can record your greeting.
While the recording is active the microphone icon gets red. Clicking on the
microphone icon stops the recording.

b) When you click on the communication options you can either Load
from File or Download.

NOTICE: Only wav-files are supported.

c) When you click on the playback icon you can hear what you have
recorded.
6. When you enable the check box Do not allow recording voice mails the
caller cannot leave a message, just here your greeting.
7. At the section Specify your business hours you can select the days and
hours you are at work (You may need to scroll down).
• Click on the days you are at work. The selected days are highlighted in
green.
• For each day you have specified enter te hour for Start and End.
8. Click on Save.

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4.17.5 Rules and restrictions for greetings

Regarding the Greetings feature, you have to keep in mind the following rules and
restrictions:
• Upgraded scenarios from simplified, enhanced and system administrator
greetings are not supported. You should switch to the default system greeting
and then you should record or upload your greetings using the new interface
• Previous recorded greetings will not be retrieved in the New Voice Mail
Settings interface
• This feature is not supported in Internet Explorer and Safari browsers
• You need a secure connection (https) to support recording via the webclient.
• The supported file type for greetings is .wav
• Play and Record by phone (hard phone) is not supported
• Fusion4Office CTI mode (DEFAULTPROVIDER=OSA-Provider) is not
supported by this feature
• It is not recommended to record greetings announcements or change the
greetings settings using TUI (XPR Phonemail) or XPR WebAssistant

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 Index

Index
Index

C
contact search 48

P
private contacts 48

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