Oc130 v4hp3000ug

User Manual

HiPath 3000/5000
HiPath optiClient 130
Version 4.0

May 2003

OP5374-00

Warning
Hackers who unlawfully gain access to customer telecommunications systems are criminals. Currently, we do
not know of any telecommunications system that is immune to this type of criminal activity. Siemens Informa-
tion and Communication Networks, Inc. will not accept liability for any damages, including long distance charg-
es, which result from unauthorized use. Although Siemens has designed security features into its products, it
is your sole responsibility to use the security features and to establish security practices within your company,
including training, security awareness, and call auditing.
Siemens sales and service personnel, as well as Siemens business partners, are available to work with you
to help you guard against this unauthorized use of your telecommunications system.

May 2003

Job No. 5374
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by
any means, mechanical, electronic, photocopying, recording, or otherwise, without prior written permission of
Siemens. The software described in this publication is furnished under a license agreement and may be used
only in accordance with the terms of that agreement.
Request Siemens publications from your Siemens representative or the Siemens branch serving you. Publi-
cations are not stocked at the address below.
Siemens Information and Communication Networks, Inc.
1700 Technology Drive
San Jose, CA 95110
(408) 492-2000
1 (800) 765-6123
Fax: (408) 492-3430
Siemens is a registered trademark of Siemens AG.
All other trademarks and company names are the property of their respective owners.
Copyright Siemens Information and Communication Networks, Inc. 2003. All rights reserved.

s

HiPath 3000/5000 V4.0
optiClient 130

User Manual

*1PA31003-G2540-A100-3-76A9*
1P A31003-G2540-A100-3-76A9

The information in this document contains general descriptions of the technical opti-
ons available, which do not always have to be present in individual cases.
The required features should therefore be specified in each individual case at the time
of closing the contract.

 Siemens AG 2003 ● Information and Communication Networks, Hofmannstraße 51, D-81359 München, Germany
Reference No.: A31003-G2540-A100-3-76A9
Printed in the Federal Republic of Germany.
●

Subject to availability. Right of modification reserved.

Introduction and Important
Notes 1

Installation
2
HiPath 3000/5000 V4.0
optiClient 130 First Steps and User
Configuration
3

optiClient phone User Interface
4
User Manual
optiClient office User Interface
5

optiClient easyCom User
Interface 6

Using the optiClient phone
7

Using the optiClient office
8

Electronic Telephone Directory
9
A31003-G2540-A100-3-76A9
Call List Management
10

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Contents 0

short MS-HTML help name E-Doku path V2.0(relative) E-Doku Pfad V3.0(relative)
name e.g., eshb_hlp.chm z.B.: ../../../../bk1/01/bh/01 e.g.: ../bk1
e.g., eshb
easyCom easyCom_EN.chm ../11 ../12optiClient130easyCom

1 Introduction and Important Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
1.1 Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
1.2 Target Group and Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
1.3 Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
1.3.1 Safety information: Danger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
1.3.2 Safety information: Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
1.3.3 Safety information: Caution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
1.3.4 General Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
1.4 Data Protection and Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
2.1 General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2.2 Configuring/installing Quality of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
2.3 Configuring Location Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.4 optiClient Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
3 First Steps and User Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
3.2 Working with the Administration Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.1 Configuring PC settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
3.2.2 Configuring Setup information (License information) . . . . . . . . . . . . . . . . . . . . . . 3-6
3.2.3 Configuring Parameters for PC Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
3.2.4 Configuring Parameters for Quality of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
3.3 Starting the Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
3.4 Logging on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
3.4.1 Logging on with a new telephone number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
3.4.2 Extended Options parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
3.4.2.1 General parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
3.4.2.2 Audio parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
3.4.2.3 Telephone Directory parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
3.4.2.4 Update parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
3.4.2.5 Server parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
3.5 Changing the User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

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3.6 Exiting optiClient phone / office / easyCom. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
4 optiClient phone User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
4.1 Layout of the optiClient phone User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
4.2 General Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
4.2.1 Using the PC keyboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
4.2.2 Setting the speaker and microphone volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
4.2.3 Special Tone Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
4.2.4 Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
4.2.5 Telephone Directory Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
4.2.6 Call lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
4.2.7 Key Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
4.2.8 Key Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
4.2.9 Accepting / Terminating a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
4.3 Information on the optiClient phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
4.4 Manual Update Check for the optiClient phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
4.5 Option Settings for the optiClient phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
4.5.1 General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
4.5.2 Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
4.5.3 Telephone Directory Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
4.5.3.1 Telephone Directory Options - LDAP Settings. . . . . . . . . . . . . . . . . . . . . . . . 4-17
4.5.4 Telephony Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
4.6 View Settings for the optiClient phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
4.7 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
5 optiClient office User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
5.1 Layout of the optiClient office User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
5.2 General Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
5.2.1 Opening and Closing Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
5.2.2 Minimizing optiClient office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
5.2.3 Changing your Code Key (PIN) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
5.2.4 Setting the speaker and microphone volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
5.2.5 Special Tone Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
5.2.6 Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
5.2.7 Telephone Directory Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
5.2.8 Call List Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
5.2.9 Programming the Function Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
5.3 Information on the optiClient office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
5.4 Manual Update Check for optiClient office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
5.5 Option Settings for the optiClient office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
5.5.1 General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
5.5.2 Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
5.5.3 Telephone directory options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16
5.5.3.1 Telephone directory options - LDAP Settings . . . . . . . . . . . . . . . . . . . . . . . . 5-16
5.5.4 Telephony Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19

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5.5.5 Speed-dial Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
5.6 Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
5.7 Connection Parties Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26
5.7.1 Call status display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
5.8 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
6 optiClient easyCom User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
7 Using the optiClient phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
7.1 Extended Dialing Functions Using Drag & Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
7.2 Basic and advanced functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
7.3 Overview of Functions and Codes (in Alphabetical Order) . . . . . . . . . . . . . . . . . . . . . 7-3
8 Using the optiClient office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
8.1 Making and Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
8.1.1 Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
8.1.2 Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
8.1.3 Do Not Disturb Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
8.1.4 Ringer Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
8.1.5 Microphone on/off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
8.2 Making calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
8.2.1 Caller ID Suppression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
8.2.2 Initiating Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
8.2.3 Extended Dialing Functions per Drag & Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
8.2.4 Terminating Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
8.3 Calling Multiple Parties Simultaneously . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
8.3.1 Consultation Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
8.3.2 Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
8.3.3 Toggle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
8.3.4 Call Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
8.3.5 Parking Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
8.4 Making Calls to Stored Destinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
8.4.1 Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
8.4.2 Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
8.5 If You Cannot Reach a Destination... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
8.5.1 Callback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
8.5.2 Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16
8.6 Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
8.6.1 Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
8.6.2 Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18
8.7 Using Other Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.7.1 Displaying Call Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.7.2 Telephone Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.7.3 Infos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21
8.7.4 Answer Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-23
8.7.5 Telephone Data Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24

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8.7.6 DTMF Suffix Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24
8.7.7 Hunting Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-25
8.7.8 Resetting Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-26
8.8 ACD Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-27
8.8.1 ACD Logon (Logging on to System) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-28
8.8.2 ACD Logoff (Logging off from the System) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-29
8.8.3 ACD Post-Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-30
8.8.4 ACD Unavailability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-31
8.8.5 Displaying the Number of Waiting Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-32
8.8.6 ACD Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-32
9 Electronic Telephone Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
9.1 General Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
9.1.1 Selecting the Telephone Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
9.1.2 Viewing Options of the Telephone Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
9.1.3 Edit entries in the directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
9.1.4 Finding a Contact in the Telephone Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
9.1.5 Calling a Contact from the Telephone Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9
9.1.6 Sending an E-mail to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9
10 Call List Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

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Introduction and Important Notes Nur für den internen Gebrauch

1 Introduction and Important Notes

This documentation describes the installation, user configuration and use of the
> optiClient 130 V4.0. In order to make this documentation easier to read, the terms
optiClient 130 (for the overall product) and optiClient phone or optiClient office
as well as optiClient easyCom are used for the respective user interfaces.

General Information
The optiClient 130 is a telephony application that can be run on a PC. It permits phone calls to
be conducted via a LAN (Voice over IP) in conjunction with the HiPath 3000/5000 V4.0 commu-
nication system.
The HG 1500 board of the HiPath 3000/5000 V4.0 enables the connection with optiClient 130
via a LAN connection. The maximum number of clients that can be connected are as follows:

HiPath 3000/5000 V4.0 V3.0 or earlier V3.0 or later
● Office Pro A maximum of 3 HG1500 A maximum of 8 HG1500 boards
boards with 48 clients per with 96 clients each for a maximum
HG1500 of 500 clients
(of which 16 stations can es- (outside the LAN, 16 stations can
tablish a connection simulta- simultaneously set up a connection
neously) in each HG1500).
● Office Com A maximum of 2 HG1500 A maximum of 4 HG1500 boards
boards with 48 clients each with 48 clients each
(of which 8 stations can es- (outside the LAN, 8 stations can si-
tablish a connection simulta- multaneously set up a connection in
neously) each HG1500).
● Office Point A maximum of 1 HG1500 A maximum of 2 HG1500 boards
board with 48 clients with 48 clients each
(of which 8 stations can es- (outside the LAN, 8 stations can si-
tablish a connection simulta- multaneously set up a connection in
neously) each HG1500).

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Nur für den internen Gebrauch Introduction and Important Notes
Hardware and Software Requirements

1.1 Hardware and Software Requirements

Hardware
● Minimum processor and RAM requirements for optiClient 130 phone/office:

Windows 98SE Windows 2000 Windows XP
Processor Pentium II with Pentium III with Pentium III with
233 MHz 450 MHz 450 MHz
RAM at least 64 MB at least 128 MB at least 256 MB
● Minimum processor and RAM requirements for optiClient 130 easyCom:

Windows 98SE Windows 2000 Windows XP
Processor Pentium II with Pentium III with Pentium III with
450 MHz 450 MHz 450 MHz
RAM at least 128 MB at least 256 MB at least 256 MB

>
These specifications are minimum requirements. optiClient 130 is an application
that transfers incoming and outgoing voice packets in real time. This means that
the PC being used must have enough CPU capacity and system resources avail-
able for optiClient 130 and other applications. If other applications overload the
CPU at the same time, voice quality may suffer as a result.

>
Please consult the Readme file on the system CD for further information on
optiClient 130.

● 150 MB free hard disk space
● CD-ROM drive
● Ethernet adapter (for QoS functionality with 802.1p support)
● Full-duplex sound card or optiPoint handset
● In addition, when using a sound card :
– Microphone and speaker (possibly also handset or headset)
or
– a multimedia keyboard with or without a hookswitch. The hookswitch will only work un-
der Windows 2000.

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Hardware and Software Requirements

Software
● Operating system Windows 98 SE, Windows 2000 (SP2) or Windows XP
● The installation software for the optiClient 130 on the system CD offers you the following
two user interfaces, depending on the HiPath system connected:
– optiClient 130 phone:
An optPoint-based user interface called the
“optiClient phone User Interface” in the following documentation.
– optiClient 130 office:
a system bar-based user interface called the
“optiClient office User Interface“ in the following documentation.
– optiClient 130 easyCom
a system bar-based user interface called the
“optiClient easyCom User Interface“ in the following documentation.

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Target Group and Requirements

1.2 Target Group and Requirements
The Installation chapter supports service technicians on installation and startup.
All other chapters provide an overview of the product and serve as a reference to assist the
user in getting started.

Prerequisites
A basic knowledge of Windows and familiarity with Windows-specific terminology (e.g. "dialog
box", "context menu", etc.) are also required.

Reference Documentation
● Operating Instructions for the optiPoint telephone
● Service documentation HG1500

Notational Conventions and Symbols Used
This manual uses the following conventions:
Italics The names of menus, dialog boxes, and icons and the names of referenced
manuals are printed in italics.
Courier font Examples of screen messages and entries to be made in response to input
prompts or in initialization files are indicated using the Courier font.
Boldface The names of folders, tabs, menu options, commands and buttons are
printed in boldface.
This manual uses the following symbols:

“i” identifies useful information.
>
Safety Information
7 Hazard information. See section Safety Information for details.

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Safety Information

1.3 Safety Information
Only service personnel and authorized specialists are permitted to work on the installation.
Observe the following information:
● Read through all the information on the equipment carefully and follow all the safety guide-
lines. Make sure that you also note down the emergency numbers.
● Always contact your manager before starting any work where the necessary safety precau-
tions do not appear to be in place.

Types of safety information
This manual uses three types of safety information:

Danger
7 Danger symbols call attention to a situation that could cause serious injury or death
to a person.

Warning:
7 Warning symbols call attention to a situation that could cause serious injury to a per-
son.

Caution
7 Hazards that can cause damage to the hardware and software and even destroy it.

Further symbols for defining the source of danger in greater detail1:

1 5 3 0 6 4 2
Electricity Weight: Heat Fire Chemicals ESD* Laser
* Electrostatically sensitive devices

1. These symbols are normally not used in the manual. They only explain the symbols that may appear on the
systems.

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Safety Information

1.3.1 Safety information: Danger
● If the power cable appears to be damaged, replace it immediately.
● Only personnel with proper qualifications or authorized electricians should perform work
on the low-voltage network (100 - 240 V AC).
● During a thunderstorm, you should not connect or remove telephone lines and PC boards.
● Expect to encounter leakage current from the telecommunications network.
Disconnect all telecommunications cables from the system before unplugging the ground
wire from the system.
● Ensure that the installation is never left unsupervised whenever work is carried out on an
open installation.

1.3.2 Safety information: Warning
● There is the risk of an explosion if the lithium battery is not replaced correctly. The lithium
battery must be replaced only by the same or equivalent types recommended by the deal-
er. (Always dispose of lithium batteries properly.)
● If there are any optical interfaces: possibility of laser radiation: do not look directly into the
beam.

1.3.3 Safety information: Caution
● Prior to startup, check the set nominal voltage of the installation (operating instructions and
nameplate).
● As long as the power supply is switched on, always observe the greatest caution when per-
forming measurements on powered components and maintenance work on plug-in cards,
PC boards and covers.
● Disconnect all power plugs in the system when you need to turn off the system power sup-
ply.
● To protect electrostatically sensitive devices (ESD):
– Always wear the wristband in the prescribed manner before performing any work on
PC boards and modules.
– Transport PC boards only in suitable protective packaging.
– Always place the PC boards on a grounded conducting base, and do not work on the
PC boards anywhere else.
– Only use grounded soldering irons.

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Safety Information

● Install cables in such a way that they do not pose an accident risk (by people tripping over
them) and also so that they are not damaged.

1.3.4 General Notes
● If the installation is brought into the operating site from a cold environment, condensation
may occur. Wait until the temperature of the installation has adjusted to the ambient tem-
perature and make sure that the system is absolutely dry before you start it.
● Before starting a wall assembly, check whether the load-bearing capacity of the wall is ad-
equate, e.g., in the case of dry walls.
● When maintenance work has been completed, always re-install all safety equipment in the
right place. Also close all doors, covers, or the housing after completing test and mainte-
nance work.
● All cables and lines which leave a system cabinet must be shielded at least between the
connection point in the cabinet and the point at which the cable leaves the cabinet.
Use a clip and pressure screw to contact all shield fabric to the cabinet outlet. This also
applies to permanently connected service equipment.
● Connect all cables only to the specified connection points.
● Do not install any external modems in the installation cabinets.

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Data Protection and Data Security

1.4 Data Protection and Data Security
This system also processes and uses personal data for purposes such as call detail recording,
displays, and customer data acquisition.
In Germany, the processing and use of personal data are subject to various regulations, includ-
ing the regulations of the Federal Data Protection Law (Bundesdatenschutzgesetz = BDSG).
For other countries, please follow the appropriate national laws.
The aim of data protection is to protect the rights of individuals being affected by use of their
personal data.
In addition, the aim of data protection is to prevent the misuse of data when it is processed and
to ensure that one’s own interests and the interests of other parties which need to be protected
are not affected.
Members of Siemens and Siemens Rolm staff are required to observe business and data
secrecy as a result of the company’s work rules.
In order to ensure that the statutory requirements during service – whether during "on-site ser-
vice" or during "remote service" – are consistently met, you should always observe the following
rules. You will not only maintain the interests of your and our customers, you will also avoid per-
sonal consequences.
Conscious action helps maintain data protection and data security:
● Ensure that only appropriately authorized persons have access to customer data.
● Take full advantage of password assignment options; do not allow unauthorized persons
to gain access to passwords by writing them down on a piece of paper or through other
means.
● Ensure that no unauthorized person is able to process (store, modify, transmit, disable, de-
lete) or use customer data in any way.
● Prevent unauthorized persons from gaining access to data media, e. g., on backup disks
or printed reports. This applies to service calls as well as to storage and transport.
● Ensure that data media which are no longer required are completely destroyed. Ensure
that no papers remain generally available.
Work together with your contacts at the customer’s company: This creates mutual con-
fidence and reduces your own workload.

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Data Protection and Data Security

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Nur für den internen Gebrauch Installation

2 Installation
This section contains information on the following topics:
● General Information
● Configuring/installing Quality of Service
● Configuring Location Information
● optiClient Installation Procedure

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Installation Nur für den internen Gebrauch
General Information

2.1 General Information

QoS (Quality of Service)
To guarantee optimum voice quality in the network, QoS service installation and configuration
must first be performed and checked in Windows (see Section Configuring/installing Quality of
Service).
Configuring location properties
Client PC location properties must be configured on the client PC to ensure smooth optiClient
operation (e.g. dial prefix; see section QoS RSVP service deactivation).

Internet Explorer
In order to run the optiClient 130 properly, you will need to have Internet Explorer 4.0.1 with
Service Pack 2 or a later version installed.

Installation Medium/License
A CD with the following code number label is supplied as the installation medium for optiClient
130:
● HiPath 3000/5000
optiClient 130 V4.0
System CD
P30370-P182-A1-*
● HiPath 3000/5000
optiClient 130 V4.0 Upgrade
System CD
P30370-P183-A1-*
The license number required for the installation is located on the reverse side of the CD case.

Always keep the license number in a safe place! No replacement license numbers
> can be issued in the case of misplacement or loss.

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General Information

Installation Components
The following components are installed during the optiClient 130 installation:
– optiClient 130 (application software)
– optiClient 130 V2 TAPI Service Provider
Service Provider of the optiClient 130;
bidirectional TAPI (also used by other applications)

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Configuring/installing Quality of Service

2.2 Configuring/installing Quality of Service

General
optiClient 130 can use the Windows QoS packet scheduler (Quality of Service) for network traf-
fic control in order to optimize voice quality. This service gives telephony packages priority over
"normal" data packets. The following applies depending on the Windows variant installed on
the client PC:
● Windows 2000 / XP:
The QoS features required are supported by the operating system. The required configu-
ration steps are described below.
● under Windows 98SE:
Only limited QoS features, if any, are supported. No further configuration steps are re-
quired for activation.
If QoS is to be implemented, the service must be installed and configured on the client PC.
The following may occur when transferring data in IP networks:
● Time problems as a result of large e-mail attachments and Web surfing
● Network congestion as a result of multiple requests for the same Web page
● Reduced voice quality as a result of:
– delays
– jitter
– packet loss
Quality of Service incorporates various methods to ensure the transfer of certain properties in
packet-oriented networks (IP).
It is therefore important to ensure a minimum bandwidth for the duration of the transfer for Voice
over IP, for example. The available bandwidth of a transmission path (a 64 Kbps ISDN B chan-
nel, for example) is divided up if several applications run simultaneously via IP. As a result, pa-
cket losses leading to poor voice quality may occur in the case of a voice connection.
In HiPath networks, various types of traffic are transported via a single IP infrastructure. Quality
of Service aims to meet data and voice traffic requirements.
A high priority must be assigned to voice traffic to prevent it from being suppressed by data traf-
fic. In addition, it must be specified that high-priority traffic is to be transferred before low-priority
traffic. These specifications are performed in Layer 2 and 3:
● In Layer 2, the three bits are used in the 802.1p field (the part of the 802.1Q day).

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● In Layer 3, the six bits of the DiffServ Code Point (DSCP) field are used in the Type of Ser-
vice (ToS) byte of the IP header.
It is also important to ensure that there is sufficient bandwidth within the QoS class (Codepoint/
IEEE802.1p User Priority) used.

QoS activation for the optiClient
1. QoS must only be activated in optiClient 130 V4.0 Administration for use under Windows
2000 (see Section 3.2.3, “Configuring Parameters for PC Performance”).
2. QoS must be provided on the relevant client PCs, i.e. installed and configured.
3. An unused QoS service for network traffic management, must be deactivated on the client
PCs.

To install and configure QoS on the client PC, proceed as follows:

For optimum network traffic control, the optiClient client PC with the installed net-
> work adapter as well as all other relevant components (routers, switches, servers,
etc.) must support QoS.

Step Procedure
1 Open the context menu for My Network Places on the desktop and select Properties.
2 In the Network and Dial-up Connections dialog, open the context menu for Local
Area Connection and select Properties.
● If the QoS packet scheduler is not yet available, continue with Step 3 to install the
QoS packet scheduler.
● If the entry exists, ensure it is activated (check mark in the box) and continue with
Step 4.
3 The Local Area Connection Properties dialog appears.
● If there is no QoS Packet Scheduler entry there, continue with Step 4 to install
the QoS packet scheduler.
● If the entry exists, ensure it is activated (check mark in the box) and continue with
Step 6.
4 Click Install.... Select Service in the Network Component Type dialog and click
Add....

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Step Procedure
5 In the Select Network Service dialog, click QoS Packet Scheduler and click OK.
The service is installed. Upon completion of this task, you are returned to the prop-
erties dialog (as in Step 3) in which the QoS Packet Scheduler entry is displayed
and activated:
Display

6 Click the Configure button for network card connection configuration. The properties
dialog for the installed network card appears. Click the Advanced Settings tab.

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Step Procedure
7 Select Enable for the 802.1p Support property:
Display

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Step Procedure
8 Select Enable for Flow Control:
Display

9 ● Click OK to confirm.
● You return to the Local Area Connection Properties dialog as in Step 3, which
you can also exit by clicking OK.
● Finally, close the Network and Dial-up Connections dialog.
This completes the installation/configuration of QoS on the client PC.

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QoS RSVP service deactivation
The service that manages the QoS RSVP (Resource Reservation Protocol) must now be de-
activated to ensure that the system runs correctly:

Step Procedure
1 Start the service administration tool in Windows 2000 by selecting Settings - Control
Panel - Administrative Tools - Services.
Display

2 Open the context menu for the entry QoS RSVP and select Stop.
3 Close the service administration tool.

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Configuring Location Information

2.3 Configuring Location Information

General Information
In order to run the optiClient 130 correctly, all your personal location information must be en-
tered accurately. If these options are missing or have errors, you will not be able to correctly dial
any entries from the phone book or call lists.

Step Procedure
1 ● Select Start - Settings - Control Panel - Phone and Modem Options:
Display

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Configuring Location Information

Step Procedure
2 Enable the personal location entry and select Edit.
● In the Location name field, enter the name of your location and, separated by a
space, the extension number (667 in the example). This extension number helps
to identify internal phone numbers in the telephone directory, for which only in-
ternal connections can be made when called.
● Enter your Area Code without the leading zero.
● If a trunk access number was configured on the system, it must be entered in the
outside line for local calls and outside line for long-distance calls fields.
Display

3 Click OK to confirm your selection. You return to the dialog as in Step 1, which you
can also exit by clicking OK.

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optiClient Installation Procedure

2.4 optiClient Installation Procedure
You can install the latest version of the optiClient 130 using the convenient InstallShield instal-
lation program.

Step Procedure
1 Insert the installation CD into the CD-ROM drive. The installation program starts au-
tomatically.
If the inserted CD does not start automatically because of the settings in the control
panel, start the installation program under <CD-ROM Drive>:setup.exe.
2 A browser window appears. Select the optiClient 130 V4 installieren/Install opti-
Client 130 V4 option.
A Welcome dialog appears. Click Next > to confirm.
3 If you accept the conditions of the displayed license agreement, click the corre-
sponding option and continue with Next.
4 You are then required to enter the user information (Name/Organization) and the
License key. You find the license key on the back of your CD package.
Activate the required option under This application is installed for.
Then click Continue.
5 Select the language(s) in which the application should be installed in the dialog that
appears. The following languages are available:
● English (will always be installed)
● German
● Dutch
● Italian
● Spanish
● Portuguese
● French
Click Next > to confirm your selection.
6 Select the type of setup for the installation:
● For the complete installation, the optiClient is installed in the default installation
folder C:Program FilesSiemensoptiClient 130 V4.
● For a custom installation, you can select a different installation folder. Ensure
that an "optiClient 130 V4" subfolder is always created in the selected folder.
Additional optiClient installation folders to which all the necessary files are co-
pied, are created in this folder.
7 A dialog is displayed indicating that you are ready to install. Confirm by clicking In-
stall. The progress of the installation is displayed in a progress bar.
8 After the installation is finished, a corresponding message appears, which you can
confirm by clicking Finish. You return to the Browser window (see step 2) which you
can close by clicking Exit.

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Shortcuts on the Desktop

One desktop icon each is created for optiClient phone, optiClient office, and optiClient easy-
Com.

If you do not want to keep the desktop shortcuts, you can remove them. The programs are still
available via the Start menu.

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Nur für den internen Gebrauch First Steps and User Configuration

3 First Steps and User Configuration
This section contains the following information:
● General
● Working with the Administration Tool
● Starting the Program
● Logging on
● Logging on with a new telephone number
● Changing the User Password
● Exiting optiClient phone / office / easyCom

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First Steps and User Configuration Nur für den internen Gebrauch
General

3.1 General

Profile File
The optiClient 130 works with a profile file, from which the phone number configuration para-
maters needed for proper functionality are read at login. If you log on with a phone number that
is not recognized by the profile file, you can configure the parameters required for it during the
login procedure. On completing the login procedure successfully, the specified information is
automatically entered in the profile file.

Default Settings in the Profile File
In addition to the individual phone number configuration parameters, you can define default pa-
rameters to be used when logging in with new phone numbers. The default parameters are con-
figured with the administration tool optiClient Admin and are also saved in the profile file. If no
default parameters are defined, you will need to configure the phone number’s parameters
when you log in with that number for the first time.

Central Access to the Profile File
The profile file is saved on the user’s local PC by default. It could, however, also be saved in a
directory that is accessable to all users. This would enable users to work from any workstation
with the same phone number parameters, which only need to be configured once. The config-
uration of the profile folder is also handled with the optiClient Admin administration tool.

PC Performance
As well as connection parameters and user parameters, various standard settings, for example,
for PC performance and Client PC QoS (Quality of Service) are performed. These settings will
be performed using the optiClient Admin tool, which is installed on the client PC.

License information
The current license number can be displayed in the optiClient Admin administration tool and
can be updated with a new license number if required.

Personal phone book
The database with the personal telephone directory of a phone number is saved on the user’s
local PC by default. This database could likewise be saved in a directory that is available to all
users, thus enabling them to access their personal phone books from any workstation. The con-
figuration of the database folder is also handled via the optiClient Admin administration tool.

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Working with the Administration Tool

3.2 Working with the Administration Tool
● Configuring PC settings
● Configuring Setup information (License information)
● Configuring Parameters for PC Performance
● Configuring Parameters for Quality of Service

General
Starting the administration tool is only necessary when
● PC settings, e.g.
– Default settings
– Profile file path
– Personal telephone directory path
● Licence specifications
● Parameters for PC performance
need to changed. The administration tool optiClient Admin is included in the optiClient 130 in-
stallation package.

Starting the administration tool:
Start the application optiClientAdmin.exe, which is located in the program directory of the
optiClient 130 (the default directory is
C:Program FilesSiemensoptiClient 130 V4Client).

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3.2.1 Configuring PC settings

To configure the parameters for the PC settings, proceed as follows:
1. After starting the administration tool, select the PC settings tab.

Display

2. The current folder where the ’local’ profile file is saved is displayed under Profile folder in
the Path field. If the users always work at the same workstation, then it is not necessary to
change the default directory shown in the example. If the users use their phone number on
a number of different workstations, a network directory that is accessible from all worksta-
tions must be specified. The profile file is saved in the specified directory under the name
profile.cfg.
3. If users with new phone numbers should be able to change their phone number’s specified
default settings individually, enable the option Allow individual setting changes on this
PC with optiClient 130 V4. If this option is not enabled, the default settings for new phone
numbers are used and cannot be changed by the user under the Option Settings.

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4. To edit the default settings, click on Change default in the profile folder. This opens the
Default values dialog box in which you can configure the following default parameters:
– General parameters (default)
The parameters to be entered as default values here have the same significance as
those under General parameters, which can be entered in the Advanced Options dia-
log box (when logging in with a phone number).
– Telephone directory parameters (default)
those under Telephone Directory parameters, which can be entered in the Advanced
Options dialog box (when logging in with a phone number).
– Update parameters (default)
those under Update parameters, which can be entered in the Advanced Options dialog
box (when logging in with a phone number).
– Server parameters (default)
those under Server parameters, which can be entered in the Advanced Options dialog
box (when logging in with a phone number).
5. Under Database folder in the Path field, enter the folder in which the personal phone book
is to be created. If the users use their phone number on a number of different workstations,
a directory that is accessible by all workstations must be specified here. In this directory,
the personal phone book is created under the name TelBookxxxx.mdb, where xxxx is
the phone number.

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3.2.2 Configuring Setup information (License information)

To configure Setup information, proceed as follows:
1. If the license must be changed after installation, activate the Setup information tab in the
administration tool.
Display

2. The current License key is read out and displayed from the Windows registry. If a new li-
cense is to be entered, enter this in the input field. Click Save to store the new license key
immediately and directly in the Windows registry. You do not have to exit the dialog to do
this. Click Reload to read the license key stored in the Windows registry and to display it
in the input field.
3. Click OK or Cancel to exit the administration tool.

The Save button must always be activated in the dialog to save a new license
> key.

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3.2.3 Configuring Parameters for PC Performance

To configure PC parameters, proceed as follows:
1. Activate the PC Performance tab in the administration tool:
Display

2. The entries under Global settings for logged on user are global Windows settings which
are valid for users logged on system-wide, i.e. outside optiClient 130 V4.0.
● Specify the Menu show delay in milliseconds. The default value is 400 ms.
● In the timer field below, enter the wait time (in seconds) which should elapse after the
last user input before an application controlled in the foreground is actually brought to
the top. This standard Windows timer is generally only used for applications that do not
by default allow the foreground windows of other applications to run at the same time.
The standard value is 200 s.
● Click Save to store your input immediately and directly in the Windows registry.
● Click Defaults to display Windows default settings. The values are displayed in the in-
put fields.

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3. Click OK or Cancel to exit the administration tool.

Press Save each time to store your input in the dialog.
>

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3.2.4 Configuring Parameters for Quality of Service
Proceed as follows to configure parameters for Quality of Service:
1. Activate the Quality of Service tab in the Administration Tool.

Display

2. Enter the global Windows settings for the current PC under Global settings for this PC.
● Use the Enable QoS under Windows 2000 option to activate or deactivate the option to
use Quality of Service (QoS) under Windows 2000. This option must be activated for opti-
mized voice quality which is also primarily dependent on the infrastructure in the network
(see also section Configuring/installing Quality of Service).
This option is irrelevant for operation under Windows XP because QoS is always available
under Windows XP.
● Click Defaults to display the default values for HiPath networks. The values are displayed
in the input fields.
● Click Save to save your entries immediately and directly to the Windows registry.

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Layer 2: User Priority acc. to IEEE802.1p
The values are entered in the three bits of the IEEE802.1p field for the "Call Signalling"
and "Voice Payload" traffic types.
Layer 3: Priority classes (Codepoint acc. to DiffServ)
The values are entered in the six bits of the DiffServ Codepoint (DSCP) field in the
Type of Service (TOS) byte for the "Call Signalling" and "Voice Payload" traffic types.
3. Under Settings for optiClient 130, activate or deactivate if optiClient data is intended for
the "Call Signalling" and "Voice Payload" traffic types on the respective layer (Mark Layer
2 packages/Mark Layer 3 packages) with the values set above.
4. Click OK to quit the Administration Tool.

You must always activate the Save button to save your entries in the dialog.
>

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Starting the Program

3.3 Starting the Program

General
Following the installation, three versions of the optiClient 130 with three different user interfaces
are available. If you are logging on with a phone number for the first time, either the default set-
tings will be used (if configured), or you must supply the necessary information after the pro-
gram starts. In addition to these settings there are also additional workstation-specific settings,
which can be configured later (see section Option Settings for the optiClient phone or Option
Settings for the optiClient office).

Starting the Program
You can start the program by:
● double-clicking one of the shortcuts on the desktop

● selecting Start - Programs - optiClient 130 V4 - optiClient office or optiClient phone or op-
tiClient easyCom

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Logging on

3.4 Logging on
On starting the program, the appropriate configuration data is loaded, and you are presented
with the logon dialog:

When logging on, enter the following data:

Parameter Meaning
Call number Client telephone number
Password Appropriate password
Language Select the language for the optiClient 130 user interface. Chose
from the languages installed.
Remote Access This option must be activated when Remote Access.

The telephone number and the Password are assigned by a systems engineer when
> configuring HiPath 3000/5000 V4.0.
The Remote Access option must only be activated if optiClient is logged onto a
HG1500.
> Confirm your entries with OK.
When the optiClient 130 is started for a phone number that is already known, the parame-
ters saved for that phone number are read in from the profile file. When starting with a
phone number that is unknown, either the default settings in the profile file are used (if
available), or the settings must be configured immediately at logon by clicking on the Ad-
vanced button (see also the section on Extended Options parameters for details).

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Logging on

3.4.1 Logging on with a new telephone number
When a user logs on with a new phone number without existing default values for the first time,
the individual user and connection parameters for that number are not yet known. Consequent-
ly, after the logon, a corresponding message is displayed to indicate that the system settings
could not be found. You now have the following options:

Display

> If the IP address of the system at which the phone number is configured is known, select
the option HiPath HG 1500 IP Address and enter the IP address of the HG 1500 of that
system in the input field.
> If a profile file containing the required connection and user parameters already exists,
select the option Configuration File and enter the full path name of that file directly in the
input field or click the Browse button ( ... ) and specify the appropriate folder / file name.
> Click OK to confirm your selection. The logon is executed, and a connection to the system
is established.
Following a successful logon, the appropriate parameters for the phone number are copied to
the (locally) saved profile file.

A sample configuration file can be found in the folder miscprofile on the Instal-
> lation CD.

3.4.2 Extended Options parameters
Instead of loading the user parameters when you log on (for the first time), they can also be
entered by clicking on Advanced in the logon dialog:

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Logging on

– General parameters
– Audio parameters
– Telephone Directory parameters
– Update parameters
– Server parameters

3.4.2.1 General parameters
1. Select the General tab in the extended options dialog.
Display (example for optiClient office)

Enter the following parameters:

Parameters Meaning
Enable voice compres- These options reduce the data volume and thus the bandwidth
sion during local opera- requirement on the line. They are automatically activated if the
tion teleworking option was activated when logging on to the system.

Suppress periodic con-
trol message during lo-
cal operation

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Logging on

Support system feature If the parameter Support system feature "automatic line sei-
"automatic line seizure" zure" was activated on the connected system, this parameter
must be activated in optiClient office. This causes optiClient of-
fice to behave as a normal telephone, i.e., the trunk access num-
ber must be dialed for external numbers, and internal stations
can be reached directly.
The behavior of the optiClient phone is analogous to that of the
system. The parameter Support system feature "automatic
line seizure" need not be explicitly selected in the optiClient
phone, since the optiClient phone behaves like an optiPoint ter-
minal, which means that no trunk access code must be dialed for
external numbers. Internal stations can be reached via the auto-
matically generated internal key.

In addition to lowering data volumes/bandwidth requirement across the line, ac-
> tivated voice compression reduces voice transmission quality.
This option must only be activated if optiClient is logged onto a HG1500.

To check whether the network path and/or the communication server (HG1500)
> is available, optiClient sends a control message every minute to which the com-
munication server must respond. If this response message fails to appear, op-
tiClient displays an advisory message and the display information is deleted.
Every five minutes, optiClient tries to determine whether the network path and/
or communication server is available again by sending control messages. Once
a response is received, the optiClient automatically logs on to the communicati-
on server again.
2. You can now configure further parameters or click OK. This returns you to the Logon
dialog.

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Logging on

3.4.2.2 Audio parameters
1. Switch to the Audio tab in the extended options dialog.
Display

2. Enter the following parameters:

Parameters Meaning
Handset Under Handset select the handset for the optiClient. All devices/
drivers installed are offered in the drop-down list.
Mixer Components located on the PC/sound card for the Mixer.
If this designation is identical to the designation of the Audio
playback and Audio recording components, you must only carry
out the selection here. The designation will be automatically as-
signed to the other components.
If the names for Mixer, Audio playback, and Audio recording are
not identical, they must be selected individually. Please ensure
that components from the same sound card are selected.
Audio playback Components located on the PC/sound card for the Audio play-
back. Ensure you enter a component from the same sound card
in all three fields.
Audio recording Components located on the PC/sound card for recording. En-
sure you enter a component from the same sound card in all
three fields.

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Logging on

Parameters Meaning
Play back sounds only If the option is activated, sounds are output only via the PC
via PC speaker (not via speaker.
sound card) If this option is activated on a PC running under Windows 98SE,
sounds are not signalled by a modulated tone but, depending on
the operating system, by a default system beep.
Play back sounds via This option can only be activated if the option Play back sounds
sound card and PC via PC speaker is not activated.
speaker When this option is activated, all sounds (e.g. alert characters for
inbound calls) are played back via the sound card and the PC
speaker. Tones, e.g. busy signals, are only played back via the
sound card.

To ensure proper functionality, it is important to note that if you are using the op-
> tiPoint handset, you should select USB Audio Device as sound card compo-
nents for Mixer, Audio playback, and Audio recording.

Activating the options under Sounds is only useful if the PC has an internal
> speaker available.

3. You can now configure further parameters or click on OK. This returns you to the Logon
dialog.

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Logging on

3.4.2.3 Telephone Directory parameters
1. Switch to the Telephone directory tab in the extended options dialog.
Display

2. The parameters correspond to those which can also be used when setting the options in
the optiClient (see Option Settings for the optiClient phone and Option Settings for the op-
tiClient office).
dialog.

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Logging on

3.4.2.4 Update parameters
1. Switch to the Update tab in the extended options dialog.
Display

2. You can activate the Update Server here and specify the folder in which software updates
are made available under the field Server share name on which update versions are
stored. Whenever optiClient is started, this folder will then be checked to determine wheth-
er a new software update exists.
3. If the parameter Search periodically for an updated version on the server is activated,
the check for new software updates will also be performed when the system is running.
dialog.

The set Update folder corresponds to the setup folder on the Installation CD (and
> not the root folder on the CD).

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Logging on

3.4.2.5 Server parameters
1. Switch to the Server tab in the extended options dialog.
Display

2. Enter the following parameters:

Parameter Meaning
IP address IP address of the HG1500 where the user number is configured.
dialog.

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Changing the User Password

3.5 Changing the User Password
Every HiPath 3000 user can change his/her login password for the optiClient as follows:
1. Click on the menu key in optiClient phone or open the context menu in optiClient office.
2. Then select Change password.
3. Enter the old and the new password in the ensuing dialog. Enter the new password again
to confirm it.
If the old password is correct and the two new password entries are identical, the changes
take effect immediately. In other words, if a client with the same extension were to log on
from a teleworking station after the password has been changed, for example, the new
password would apply.

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Exiting optiClient phone / office / easyCom

3.6 Exiting optiClient phone / office / easyCom
● You can exit optiClient office by clicking on the menu bar and selecting the Exit command
from the menu.
● You can exit optiClient phone and optiClient easyCom as usual in Windows by clicking
the Close button in the upper right corner of the user interface.
A note appears while the optiClient phone / office / easyCom is closing.

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Nur für den internen Gebrauch optiClient phone User Interface

4 optiClient phone User Interface
● The optiClient phone user interface simulates the optiPoint advance plus phone and gen-
erally functions in the same way as such a telephone. Consequently, only the PC-specific
operations and features are described in this document.
– Layout of the optiClient phone User Interface
– General Operation
– Information on the optiClient phone
– Manual Update Check for the optiClient phone
– Option Settings for the optiClient phone
– View Settings for the optiClient phone
– Online Help

It is not possible to use different user interfaces simultaneously!
>

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optiClient phone User Interface Nur für den internen Gebrauch
Layout of the optiClient phone User Interface

4.1 Layout of the optiClient phone User Interface

Minimize optiClient phone window optiClient phone
Close window
Display
Key module
Phone book key (De-)Activate

Loudspeaker key Call list key
Microphon key Menu key
Headset key

Fixed
function keys

Programmable
function keys

Keypad

Confirm function

Browse functions Accept a call (Answer)
Terminating Calls (Ending
Calls)
Overview of the optiClient phone user interface elements:

Element Meaning
Minimize window Minimize optiClient
Close window Exit optiClient phone
Display When the system is idle, the date, time, and personal telephone
number are displayed. When functions are activated, function-
specific information is displayed here.
Activate/deactivate key Open/close the configured key module, see Key Modules.
module
Speaker key Speaker volume control
Microphone key Microphone volume control
Headset key Activate/deactivate the headset (if it is available).

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Layout of the optiClient phone User Interface

Element Meaning
Phone book key Opens the phone book manager, see Electronic Telephone Direc-
tory.
Call list key Opens the call list manager, see Call List Management.
Menu key Opens the optiClient phone menu.
Function key 1 Preset with "Service Menu"
Function key 2 Preset with "Redial"
Function key 3 Preset with "Microphone" or changes to "internal" in the case of
automatic line seizure.
Function key 4 Preset with "Speaker"

The first time you log in with a new telephone number, the text of the function keys
> is preset and stored as it was set when the system was logged into. When logging
in with the same telephone number and with other languages, text is not reloaded.
Changes, for example, in text in a different language are then only manually possi-
ble.
Elements of the user interface that are not covered here, e.g., digits or function keys, corre-
spond to those from the optiPoint and can be looked up in its operating instructions.

Minimizing / Restoring optiClient phone as an icon in the Taskbar
If you temporarily do not need the user interface of the optiClient phone, you can reduce the
program to an icon in the system tray of the taskbar (next to the time/date display):
● You can minimize the optiClient phone by choosing the Minimize command from the sys-
tem menu.

optiClient phone in the system tray of the taskbar

To restore the optiClient phone user interface double-click the optiClient icon in the system tray
or its button on the taskbar.

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General Operation

4.2 General Operation

General Information
● To press a button in the optiClient phone user interface, simply click the key with your
mouse.
● Generally, input is possible through the keys in the optiClient phone user interface and
the PC keyboard.
● The function of the Minimize and Close buttons in the upper section of the user interface
correspond with the Windows standard.
● You can move phone numbers from other applications to the display window of the optiCli-
ent phone by using a drag and drop operation (see also Extended Dialing Functions Using
Drag & Drop).
● The optiClient phone user interface can be moved around the desktop like a normal win-
dow.
– Using the PC keyboard
– Setting the speaker and microphone volume
– Headset
– Telephone Directory Management
– Call lists
– Key Modules
– Key Captions
– Accepting / Terminating a Call

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General Operation

4.2.1 Using the PC keyboard
The following applies when using optiClient with the PC keyboard:

Procedure Key/key combination
Accept call s
End call (hang up) _
Scroll functions X or Z
Confirm function =
Volume control + or - on the dial pad
Dial directly from the clipboard; a dial prefix is not < + +
added to the clipboard contents.
Dial directly from the clipboard; the dial prefix set Ì + v
for the location is automatically inserted first (see
also Configuring Location Information).

4.2.2 Setting the speaker and microphone volume

Setting the speaker volume

Key Procedure
The speaker key is used for speaker volume control.
You can change the speaker volume during an active call by clicking on the "+" or "-"
symbol, respectively. The optiClient phone changes the volume accordingly and also
shows the setting in the display.

Setting the microphone volume

Key Procedure
The speaker key is used for microphone volume control.
You can change the microphone volume during an active call by clicking on the "+" or
"-" symbol, respectively. The optiClient phone changes the volume accordingly and
also shows the setting in the display.

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General Operation

4.2.3 Special Tone Settings
Besides the speaker and microphone volumes, you can also change the "ring volume", "ring
tone" and the "attention ring volume". You can make these settings when you are not conduc-
ting a call.

Key Procedure
Click on the "+" or "-" symbol of the speaker key.The following appears on
the display:
Telephone Settings
Ring volume?
You can use the arrow keys that appear in the display to scroll between the
tone settings for the ring volume, ring tone or the attention ring
volume. To confirm your selection, click the confirmation key (check mark)
in the display
You can then click on the "+" or "-" symbol of the speaker key again to
change the corresponding setting. The current setting is saved on clicking
the confirmation key.

4.2.4 Headset

Activating / Deactivating the headset

Key Procedure
Click on the headset key to activate/deactivate a headset. The headset key informs
you whether the headset is active (connector closed) or inactive (connector open).

If no headset has been configured for use with the optiClient, the headset key will
> not appear.

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General Operation

4.2.5 Telephone Directory Management

Opening Telephone Directory Management

Key Procedure
To open telephone directory management, click on the Phone Book key.
A detailed description of telephone directory management can be found in the sec-
tion Electronic Telephone Directory.

4.2.6 Call lists

Opening Call List Management

Key Procedure
To open call list management, click on the Call List key.

The following call lists are managed by the optiClient:
● Lost calls
● Received calls
● Extensions not reached
● Extensions reached
● Conducted calls
A detailed description of phone book management can be found in the Call List Management
section.

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General Operation

4.2.7 Key Modules
As with the optiphone, 1 to 4 key modules, each with 16 freely-programmable keys, can be add-
ed to the basic module of the optiClient phone.

● To open the key module click on
the Activate button:

● To close the key module click on
the Activate button again:

The maximum number of key modules possible per user can be set up in the user
> configuration. HiPath 3750 and HiPath 3550 allow100 key modules per system; Hi-
Path 3350 / HiPath 3250 / HiPath 3150 allow 30 key modules per system. The key
modules of the optiClient phone are counted as key module extensions for the opti-
Point.

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General Operation

4.2.8 Key Captions
You can label the keys in the main module and in all key modules in any way you want:

Step Procedure
1 Double-click the caption field on the key.
● In the dialog that appears, you will see the current caption for the key and a sec-
ond field, in which you can enter the desired (new) caption.
2 Click OK to confirm.

● The key caption on the third preprogrammed function key is labelled Micro-
> ●
phone on/off.
If automatic line seizure is configured, the "Initiate Internal Call" function is pro-
grammed on this key. In this case, you need to manually change the key caption
to Internal Calls.
● When programming keys that are initiated with *91 by default, the correspond-
ing phone number / key function entry appears in a line of the display. You can
apply the text in the display to the key caption. To do this, open the context menu
for the key that you wish to add a caption to and select Captions from 1st dis-
play line.
● In the case of a phone number entry, only the phone number will be applied as
a caption by default. If you wish to assign the displayed name as a caption in-
stead of the phone number, hold down the < key during the operation.

4.2.9 Accepting / Terminating a Call

Key Description

To answer a call, click the Accept a call key or the s key on the PC keyboard.

To terminate a call, click the End Call key or the _ key on the PC keyboard.

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Information on the optiClient phone

4.3 Information on the optiClient phone
You can obtain further information regarding version, copyright, connected hardware, personal
phone number, etc. in the following manner:

Step Procedure
1 Click the menu key. The optiClient phone menu appears.

2 Select Information...
● The Info dialog appears:

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Manual Update Check for the optiClient phone

4.4 Manual Update Check for the optiClient phone
In addition to the automatic update function, which checks for new update versions of the op-
tiClient 130 about every 15 minutes, the optiClient 130 can also be updated manually.

Step Procedure
1 Click the menu key.

● The optiClient phone menu appears.
2 Select Update...
● The optiClient 130 checks if a new version of the program is available on the
update server for installation.
No new program version available...
3 ● If no new program version is available on the update server, a corresponding
message appears. If no update server has been configured, an error message
appears. The update server is set up in the user configuration.
New program version available...
3 ● If a new program version is available on the update server, the following dialog
appears:

4 Choose one of the available options:
● On immediate installation, the optiClient is first closed, and the update version
is then installed. The optiClient phone must then be restarted manually.
● If you delay the update until the next logon, the periodic update will be deferred
to the next time you log on and will no longer performed during the current ses-
sion.
● If you choose the final option, the update version will not be installed. The peri-
odic update check, if configured, is deactivated.

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Manual Update Check for the optiClient phone

Step Procedure
5 If you select Cancel, the update version will not be installed. The current settings for
periodic update checks remain unchanged.
After setting up the desired options, confirm your selection with OK.

Local administration rights are required for manual (or automatic) optiClient update.
>

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Option Settings for the optiClient phone

4.5 Option Settings for the optiClient phone

General Information
To ensure proper functionality of the optiClient 130, you need to configure various user-specific
parameters.

Step Procedure

2 Select Options...
● The Options dialog appears.
You may configure the following parameters:
– General Options
– Display Options
– Telephone Directory Options
– Telephony Options

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4.5.1 General Options
Set the maximum number of key modules possible for the current user in the General tab. Ac-
ceptable entries are from 0 to 4.
Display

The maximum possible number of key modules depends on the connected
> HiPath system (see also section General Operation). If the logged-on user has al-
ready opened the maximum number of key modules, they cannot activate any more;
the key modules are inactive (gray) even if the individually-configured maximum
number for the user has not yet been reached.

After the number of user key modules has been reduced, the modules already used
> once can be completely removed only in HiPath 3000 Manager E.

The parameters in other tabs can now be changed. To save the settings and to exit the dialog
click on OK.

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4.5.2 Display Options
Under the Display mode tab you can activate/deactivate the following options:
Display

> Phone always on top
The optiClient phone user interface always remains in the foreground.
> Move phone to top on incoming call
If the user interface is not set up to always be on top (i.e. in the foreground), you can
configure the user interface here to have it brought to the foreground on receiving incoming
calls.

The option to move the optiClient phone to the top under Windows 98SE / 2000 / XP
> depends on the currently running application, which may prevent this from occurring
(see also information on setting PC parameters in the section Working with the Ad-
ministration Tool).
> Maximize phone on incoming call
If this option is enabled, the user interface is restored from its minimised state on the
taskbar and displayed in the foreground on receiving an incoming call.
> Hide phone on minimized status
The optiClient phone is always reduced to the system tray; it can also be reduced to the
taskbar if the corresponding option is enabled.

Key modules that are detached from the user interface are not minimized
>
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> Minimize phone after a period of time
Activate this option if the user interface should be minimized after a specified amount of
time. This should be entered as a number of minutes. Use the Hide phone on minimized
status option to decide whether the user interface is to be minimised in the system tray or
on the taskbar.
click on OK.

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4.5.3 Telephone Directory Options
Under the Telephone directory tab you can edit the following parameters:
Display

> If you are working with a telephone directory server (LDAP), activate this option. Then enter
the IP address or Name of the LDAP server.
> In order to access and display the desired LDAP entries in optiClient, a number of settings
need to be made. To do this, click on LDAP extensions (see also the section on Telephone
Directory Options - LDAP Settings).
If no LDAP telephone directory server is available, users can only use their personal phone
books.
> The parameters in other tabs can now be changed. To save the settings and to exit the
dialog, click on OK.

4.5.3.1 Telephone Directory Options - LDAP Settings
Apart from the name and IP address of the LDAP server, you will also need to configure some
parameters for Extended LDAP Settings if a central LDAP directory is to be used in the opti-
Client phone.
> To configure these settings, select the Telephone dir. tab in the Options dialog (see also
Option Settings for the optiClient phone) and then click on the LDAP extensions button.
A dialog box to configure the LDAP settings appears.

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Display

The complete LDAP directory is stored in a hierarchical structure. In some cases, only a
subsection of this directory structure may be appropriate for individual users as the base
directory name (Base DN) to be searched and displayed. In addition, you will also need to
specify under which field names of the LDAP directory the details expected in the optiClient
130 are stored on the LDAP server.
> In the Base DN field you define a certain base directory name as the root LDAP directory
of the optiClient, i.e., the starting point from which entries can be searched and dispolayed.
This entry can be optionally made in two formats:
– <Level_desig.3>=<Name>, <Level_desig.2>=<Name>, <Level_desig.1>=<Name>
– or
<Level_desig.1>=<Name>/<Level_desig.2>=<Name>/<Level_desig.3>=<Name>

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The examples below apply to an LDAP directory with the following elements:
> – Level designation 1: c (e.g., for "country")
– Name of an entry at this level: DE
– Level designation 2: o (e.g., for "organization“)
– Name of an entry at this level: SIEMENS
– Level designation 3: ou (e.g., for "organization unit“)
– Name of an entry at this level: ICN
To define these details as the base directory name in optiClient, the following
entries must be made in the Base DN field:
– ou=ICN, o=SIEMENS, c=DE
– or alternatively:
c=DE/o=SIEMENS/ou=ICN
If no restricted base directory is specified for the search here, the entire LDAP directory is
used as the the base directory.
> In order to correctly map the LDAP entries in the optiClient, the field names of the LDAP
directory to be displayed in the column information of the optiClient must be entered under
LDAP field names. The Name and First name fields are mandatory and must be filled
with corresponding field names in the LDAP directory.

The level designations, the names of entries within the levels of an LDAP direc-
> tory, and the field names in the directory can be obtained from the administrator
of the LDAP server / directory.
> Click on OK to save your entries. This returns you to the Options dialog.

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4.5.4 Telephony Options
Under the Telephony tab you can edit the following parameters:
Display

> If the phone numbers of incoming calls are to be transferred to an external application,
activate the External Interface option and enter the directory / name of the external
application. A typical example of this feature would be searching for customer data in a
database.
click on OK.

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View Settings for the optiClient phone

4.6 View Settings for the optiClient phone
You can choose one of the three available views for the optiClient phone as follows:

Step Procedure

2 Select View. You now have the following options:
● Normal view:
The user interface is fully displayed with the dial pad and the function keys.
● Without dial pad
The user interface is displayed with the function keys, but without the dial pad.
● Without dial pad and function keys
The user interface is displayed without the dial pad or the function keys.
The view of the key modules remains unchanged, regardless of the settings select-
ed here.

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Online Help

4.7 Online Help
To start the online help for the optiClient phone, proceed as follows:

Step Procedure

2 Select Help. The online help is started.

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Nur für den internen Gebrauch optiClient office User Interface
Layout of the optiClient office User Interface

5 optiClient office User Interface
The optiClient office graphical user interface (GUI) consists of a system bar with several
(tabbed) dialogs, from which certain functions can be chosen, options can be selected and the
status of current calls can be determined.

5.1 Layout of the optiClient office User Interface
The optiClient office user interface has the following layout:
Close optiClient office Close window
Window bar
Minimize

Telephone directory / Call list/ Dial Window Connecting parties window
Functions window

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optiClient office User Interface Nur für den internen Gebrauch
Layout of the optiClient office User Interface

Overview of the available Windows:

Window Description
Functions / Telephone direc- ● Functions:
tory / Caller- and call records Settings for available phone number functions. The func-
tions actually available will depend on the phone number
configuration on the HiPath system and may differ from the
range of functions depicted here.
● Telephone directory:
Managing the Telephone Directory (see also section Elec-
tronic Telephone Directory).
● Caller- and call records (see also section Call List Manage-
ment) for:
– Lost calls
– Received calls
– Extensions not reached
– Extensions reached
– Conducted calls
Speed-dialing keys Configuration and display of freely-definable speed-dial keys
Connection parties ● Display of current calls and conversations
● Function icon can be initiated via the various call functions.
● Current client status display as well as input request and
function display.
● Activate/deactivate keys and the keys for speaker, micro-
phone and headset (if available) volume control.
● ACD status display

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General Operation

5.2 General Operation
● The Office bar can be moved around the desktop along with any attached windows.
● Open windows can be closed by clicking the Close Window button.
● Open windows can be removed from the bar and individually moved and positioned on the
desktop.
● You can change the size of the individual windows.

If you have inadvertently made a window too large or moved it to a position in
> which some parts of the window are no longer visible, you can make the window
visible again by double-clicking in the title bar.
● You can move phone numbers from other applications to the display window of the optiCli-
ent office via a drag and drop operation (see also Extended Dialing Functions per Drag &
Drop).
● A maximum of 4 windows are available for Speed-dial keys / Dialing. One of these windows
can be moved to the side of the desktop and then be positioned as a bar for speed dialing
keys.
This section contains information on:
– Opening and Closing Windows
– Minimizing optiClient office
– Changing your Code Key (PIN)
– Setting the speaker and microphone volume
– Headset
– Telephone Directory Management
– Call List Management
– Programming the Function Keys

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General Operation

5.2.1 Opening and Closing Windows

Step Procedure
1 Open the optiClient office context menu:

● All available windows are listed in the upper panel of the optiClient office menu.
2 By selecting / removing the check mark in front of an entry, you can open / close the
corresponding window. In addition to the window for displaying connection parties
and the window for functions, the telephone directory and caller- and call records,
you can open a maximum of four windows for dialing and speed-dialing.
The dial window can be positioned anywhere on the desktop, including outside the
optiClient toolbar.

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General Operation

5.2.2 Minimizing optiClient office
If you temporarily do not need the user interface of the optiClient office, you can reduce the pro-
gram to an icon in the system tray of the taskbar (next to the time/date display):

optiClient office in the status area of the taskbar

To minimize the optiClient user interface, proceed as follows:
● Choose the command Minimize from the context menu or the system menu of the Office
bar.
● or select the menu item Minimize in the Office toolbar system menu.
● or click on the reduce button in the title bar of the window Connection Parties.
To restore the optiClient office user interface, double-click the
optiClient office icon in the system tray or its icon on the taskbar.

5.2.3 Changing your Code Key (PIN)
You can change the code key for your phone number as follows:

Step Procedure
2 Select the command Change code key...
3 A small display appears. To change your code, enter your old 5-digit code and click
the Confirm key. When prompted, enter the new security code, click the Confirm key,
and enter the code a second time for confirmation.
The security code is changed, and the display window is closed.

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General Operation

5.2.4 Setting the speaker and microphone volume

Setting the speaker volume

Key Procedure
The speaker key in the Connection Parties window is used to control the
volume of the speaker. To increase or decrease the volume, click on the the
"+" or "-" symbol, respectively. optiClient changes the volume accordingly
and also shows the setting in the display.

Setting the microphone volume

Key Procedure
The microphone key in the Connection Parties window is used to control the
volume of the microphone. You can change the microphone volume during
an active call by clicking on the "+" or "-" symbol, respectively. optiClient
changes the volume accordingly and also shows the setting in the display.

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General Operation

5.2.5 Special Tone Settings
Besides the speaker and microphone volumes, you can also change the "ring volume", "ring
tone" and the "attention ring volume". You can make these settings when you are not conduct-
ing a call.

Key Procedure
Click on the "+" or "-" symbol of the speaker key in the Connection Parties
window. The following appears on the display:
Telephone Settings
Ring volume?
> You can use the arrow keys that appear in the display to scroll between the tone settings
for the ring volume, ring tone or the attention ring volume. To confirm your
selection, click the confirmation key (check mark) in the display.
> You can then click on the "+" or "-" symbol of the speaker key again to change the
corresponding setting. The current setting is saved on clicking the confirmation key.

5.2.6 Headset

Key Description
To activate/deactivate a headset, click on the headset key in the Connection
Parties window. The headset key informs you whether the headset is active
(connector closed) or inactive (connector open).

● The decision to make a call via the headset or handset can only be made in the
> idle state (i.e., before initiating the call), since the headset key can only be op-
erated when no call is active.
● If no headset has been configured for use with the optiClient, the headset key
does not function.
● When a headset is connected, the volume control does not control the speaker/
microphone, but rather the headset volume.

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General Operation

5.2.7 Telephone Directory Management
To open Telephone Directory management, click on the Telephone directory tab in the Func-
tions/Telephone directory/Caller- and call records window.
You can find a detailed description of the optiClient phone book in section Electronic Telephone
Directory.

5.2.8 Call List Management
Call lists for the following types of calls are available for the optiClient 130
● Lost calls
● Received calls
● Calls made
To open Call List Management, click on the Caller- and call records tab in the Functions/
Telephone directory/Caller- and call records window.
A detailed description of the optiClient call list management can be found in section Call List
Management.

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General Operation

5.2.9 Programming the Function Keys
The function keys B to L on the keyboard can be programmed with specific functions for
the optiClient. The A function key is programmed for Help, and cannot be changed.
To program the function keys, proceed as follows:

Step Procedure
2 Choose the command Program Function Keys...
● The current function key assignments appear:

3 To assign or change a function key, click on the desired function key in the window:

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General Operation

Step Procedure
4 Choose the desired function from the list box.
You have a choice of the following functions:
● Microphone off
● Suppress caller ID
● Night service
● Do not disturb feature
● Call waiting without tone
● Hunting group
● Do Not Disturb feature
● Answer text
● Call Forwarding
● Code key
● ACD Logon
● ACD not available
● ACD post-processing
● ACD destination
● Accept a parked call
and the setting for no assignment
● No function programmed
You can find more information on these functions in section Using the optiClient of-
fice.
5 Press OK to confirm your selection. The function key will now initiate the selected
function in the optiClient.

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Information on the optiClient office

5.3 Information on the optiClient office
You can obtain further information regarding version, copyright, connected hardware, personal
phone number, etc., as follows:

Step Procedure
2 Select Information...
● The Info dialog appears:

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Manual Update Check for optiClient office

5.4 Manual Update Check for optiClient office
In addition to the automatic update function, which checks for new update versions of the opti-
Client about every 15 minutes, the optiClient 130 can also be updated manually.

Step Procedure
2 Select Update...
● The optiClient 130 checks if a new version of the program is available on the
update server for installation.
No new program version available...
3 ● If no new program version is available on the update server, a corresponding
message appears. If no update server has been configured, an error message
appears. The update server is set up in the user configuration.
New program version available...
3 ● If a new program version is available on the update server, the following dialog
appears:

4 Choose one of the available options:
● On immediate installation, the optiClient is first closed, and the update version
is then installed. The optiClient office must then be restarted manually.
● If you delay the update until the next logon, the periodic update will be deferred
to the next time you log on and will no longer performed during the current ses-
sion.
● If you choose the final option, the update version will not be installed. The peri-
odic update check, if configured, is deactivated.
5 If you select Cancel, the update version will not be installed. The current settings for
periodic update checks remain unchanged.
After setting up the desired options, confirm your selection with OK.

Local administration rights are required for manual/automatic optiClient update.
>
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Option Settings for the optiClient office

5.5 Option Settings for the optiClient office

General Information
To ensure proper functionality of the optiClient 130, you need to configure various user-specific
parameters. Although the necessary parameters for connecting to the switch were defined the
first time the program was started, they can be edited here in addition to the general user pa-
rameters.
> Open the optiClient office context menu and choose Options...
> or Click on the Options icon in the launchpad.

You can set the following options:
– General Options
– Display Options
– Telephone directory options
– Telephone directory options - LDAP Settings

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5.5.1 General Options
Under the General tab you can define the following options:
Display

● Activate the corresponding option if you want the ACD status to be displayed in the Con-
nection Parties window. The appropriate colors are then displayed, depending on the
ACD status.
● You can define the width of speed-dial keys in pixels in the Speed-dial keys window.
click on OK.

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5.5.2 Display Options
Under the Display mode tab you can activate/deactivate the following options:
Display

> Phone always on top
The optiClient phone user interface always remains in the foreground.
> Move phone to top on incoming call
If the user interface is not set up to always be on top (i.e. in the foreground), you can
configure the user interface here to have it brought to the foreground on receiving incoming
calls.

The option to move the optiClient office to the top under Windows 98SE / 2000
> / XP depends on the currently running application, which may prevent this from
occurring (see also information on setting PC parameters in the section Working
with the Administration Tool).

> Maximize phone on incoming call
If this option is enabled, the user interface is restored from its minimised state on the
taskbar and displayed in the foreground on receiving an incoming call.
> Hide phone on minimized status
The optiClient phone is always reduced to the system tray; it can also be reduced to the
taskbar if the corresponding option is enabled.
> Minimize phone after a period of time
Activate this option if the user interface should be minimized after a specified amount of
time. This should be entered as a number of minutes. Use the Hide phone on minimized
status option to decide whether the user interface is to be minimised in the system tray or
on the taskbar.
click on OK.

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5.5.3 Telephone directory options
Under the Telephone directory tab you can edit the following parameters:
Display

> If you are working with a telephone directory server (LDAP), activate this option. Then enter
the IP address or Name of the LDAP server.
> In order to access and display the desired LDAP entries in optiClient, a number of settings
need to be made. To do this, click on LDAP extensions (see also the section on Telephone
directory options - LDAP Settings).
If no LDAP telephone directory server is available, users can only use their personal phone
books.
> The parameters in other tabs can now be changed. To save the settings and to exit the
dialog, click on OK.

5.5.3.1 Telephone directory options - LDAP Settings
Apart from the name and IP address of the LDAP server, you will also need to configure some
parameters for Extended LDAP Settings if a central LDAP directory is to be used in optiClient
office.
> To configure these settings, select the Telephone dir. tab in the Options dialog (see also
Option Settings for the optiClient office) and then click on the LDAP extensions button.
A dialog box to configure the LDAP settings appears.

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Display

The complete LDAP directory is stored in a hierarchical structure. In some cases, only a
subsection of this directory structure may be appropriate for individual users as the base
directory name (Base DN) to be searched and displayed. In addition, you will also need to
specify under which field names of the LDAP directory the details expected in the optiClient
130 are stored on the LDAP server.
> In the Base DN field you define a certain base directory name as the root LDAP directory
of the optiClient, i.e., the starting point from which entries can be searched and dispolayed.
This entry can be optionally made in two formats:
– <Level_desig.3>=<Name>, <Level_desig.2>=<Name>, <Level_desig.1>=<Name>
or
– <Level_desig.1>=<Name>/<Level_desig.2>=<Name>/<Level_desig.3>=<Name>

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The examples below apply to an LDAP directory with the following elements:
> – Level designation 1: c (e.g., for "country")
– Name of an entry at this level: DE
– Level designation 2: o (e.g., for "organization“)
– Name of an entry at this level: SIEMENS
– Level designation 3: ou (e.g., for "organization unit“)
– Name of an entry at this level: ICN
To define these details as the base directory name in optiClient, the following en-
tries must be made in the Base DN field:
– ou=ICN, o=SIEMENS, c=DE
– or alternatively:
c=DE/o=SIEMENS/ou=ICN
If no restricted base directory is specified for the search here, the entire LDAP directory is
used as the the base directory.
> In order to correctly map the LDAP entries in the optiClient, the field names of the LDAP
directory to be displayed in the column information of the optiClient must be entered under
LDAP field names. The Name and First name fields are mandatory and must be filled
with corresponding field names in the LDAP directory.

The level designations, the names of entries within the levels of an LDAP direc-
> tory, and the field names in the directory can be obtained from the administrator
of the LDAP server / directory.
> Click on OK to save your entries. This returns you to the Options dialog.

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5.5.4 Telephony Options
Under the Telephony tab you can edit the following parameters:

> If the phone numbers of incoming calls are to be transferred to an external application,
activate the External Interface option and enter the directory / name of the external
application. A typical example of this feature would be searching for customer data in a
database.
click on OK.

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5.5.5 Speed-dial Keys
You can call defined speed-dial numbers directly via speed-dial keys. The speed-dial keys are
located in the Speed-dial keys/Dial windows (max. four). Open the window in which you want
to configure the speed-dial keys, and select the Speed-dial keys tab. A maximum of 218
speed-dial keys can be configured for each user. A dial window can be deleted, moved or
docked from the optiClient office toolbar by dragging the mouse over the upper/lower/right/left
edge of the desktop.

View for dialing the speed-dial keys
The speed-dial keys can be displayed in the old view with the handset symbols or in the new
view with the heads/bright dots and arrows.
> To select the desired view, open the context menu of the Dial window and select Layout
V.4 for the speed dial icons of Version 4.0 or Layout V.2 for the speed dial icons of Version
2.0.

Speed-dial Key Icons
For internal speed-dial numbers administered at the system at which the opticlient is logged on,
the current status of the corresponding speed-dial extensions is displayed with the handset
icon. There is no icon for speed-dial keys with external extensions:

Symbol Symbol Meaning
Version 2 Version 4
The party’s extension is idle.
(for internal speed-dial numbers only)
The party’s extension is busy.

The party is receiving a call. (In this state, the call from another caller
can be answered.)

Adding a New Speed-Dial Key

Step Procedure
1 Open the context menu of the Speed-dial keys window and select Add Entry...

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Step Procedure
2 In the following dialog, enter the key captions and the corresponding phone number
(internal or external). Press the OK dialog key to confirm your selection.

3 The speed-dial keys are displayed in the window.

Changing the Caption or Phone Number of a Speed-Dial Key

Step Procedure
1 Open the context menu of the speed-dial key that you wish to change, and select
Change data....
2 In the dialog that follows, change the caption or phone number (internal or external)
and save your changes by clicking OK.

Deleting a Speed-Dial Key

Step Procedure
1 Open the context menu of the speed-dial key that you wish to change and select De-
lete entered data.
2 Confirm your selection by clicking OK. The speed-dial key is deleted, and you return
to the Speed-dial key window.

You can skip confirming your selection on deletion by holding down the < key
> while selecting the entry from the context menu.

Sorting Speed-dial Keys in the Speed-dial Key Window

Step Procedure
1 Open the context menu in the speed-dial keys window.

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Step Procedure
2 You have the following options for sorting:
– by name (speed-dialing key caption)
– by the type of phone number (internal or external) stored on the speed-dial
key
You can optionally sort in either
– ascending or
– descending
order.
Select the desired option by clicking on it; a check mark means the option has been
selected.

Dialing via a Speed-Dial Key
● Double-click on the speed-dial key or
● Open the context menu of the desired speed-dial key and select Dial....

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Functions

5.6 Functions

General Information
As a user, a number of general and special telephony functions are available for your personal
phone number, which correspond with the configuration of the HiPath system.

General telephony functions
These functions can be activated in the Functions/Telephone directory/Call detail records
window.
Display

Function options

Function toolbar

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Functions

The following options are available by selecting the corresponding check box.

Function Icon/
Option
● Microphone off Option
(see section Microphone on/off)
● Suppress caller ID Option
(see Caller ID Suppression)
● Do not disturb feature Option
(see Ringer Off)
● Call waiting without tone Option
(see Call Waiting)
● Hunting group Option
(see Hunting Group)
● Do not disturb feature Option
(see Do Not Disturb Feature)
● Answer text Option
(see Answer Text)
● Call forwarding Option
(see Call Forwarding)
● Code key Option
(see Telephone Lock)
● ACD logon Option
(see ACD Logon (Logging on to System))
● ACD not available Option
(see ACD Unavailability)
● ACD post-processing Option
(see ACD Post-Processing)
● ACD Night extension Option
(see ACD Night Service)
● Function keys...
(see section Programming the Function Keys)
● Reset functions
(see section Resetting Functions)
● Options and Settings
(see section Option Settings for the optiClient office)

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Functions

The functions identified with "Option" depend on the feature set enabled for the indi-
> vidual users and may therefore not be available in some cases.

The following special telephone functions are available via the Connection Parties
Window:
See also Connection Parties Window.

Function Icon
● Accept a parked call...
(see section Parking Calls)
● Display received infos...
(see section Infos). Only enabled if info was received
● Send Info...
(see section Infos)
● Display sent messages...(see section Infos)
Only enabled if messages have been sent
● Callback orders...
(see section Callback)
● Telephone data service
(see section Telephone Data Service)
● Call and call list management
(see section Call List Management)

● Phone book management
(see section Electronic Telephone Directory)

● Call pickup group
(see section Call Pickup). Only enabled on incoming calls to the pickup group
● Help
(see section Online Help)

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Connection Parties Window

5.7 Connection Parties Window

Open dial area
Display bar

Buttons for loudspeaker, Display of the current
microphone, and headset. call status of the tele-
Also used for browsing phone number
and to confirm functions

Active bar
ACD status

Function icon

Display of connection
charges

Available function
buttons

Function icons

Layout of the Connection Parties window

Element Meaning
Display line ● In idle mode:
Display of personal telephone number, date, and time.
● To activate functions:
Display/query of function-specific information.
● Use as dial window.
Keys for speaker, micro- ● In normal mode:
phone, and headset as For speaker and microphone volume control and to activate/
well as to scroll and con- deactivate the configured headset.
firm functions. ● In operating mode:
To scroll and confirm functions.
Active bar Displays the corresponding connection status of the connected
HiPath system as "active" or "inactive".
ACD status Current ACD status of the telephone number displayed with both
text and color.
Functions key(s) The type, amount, and function are dependent on the status of the
current call.

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Connection Parties Window

Element Meaning
Function icons Start the respective functions
Dialing area The dialing area can be used here to open the dialing functions.
Call status display As in the example: a current call (orange) with a called party
Function icon To quickly display an incoming call (answer) and end a call (hang
up).
Call costs displayed Only for external calls

Dialing functions
Click on the arrow on the list in the Connection Parties window display:
● Enter the phone number or select one from the recently dialed number list.
● To call the party, double click the phone number entry. To access the party directly, click the
direct access function key.
The call status is displayed on the call status display.

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Online Help

5.7.1 Call status display
The call status of an incoming, outgoing or active call is displayed in the connection window via
entries of various colors:

Call status display / Meaning
function icon
Outgoing call (green)

Incoming call (red/orange)

Active call (orange)

Active conference call (orange)
(example: personal phone number
plus two additional parties)
Call on hold (grey)

Functions in the connection status window
The available telephone functions and their use in optiClient office (accepting calls, placing
calls, conferencing, etc.) is described in the section Using the optiClient office.

5.8 Online Help
To start the online help for the optiClient office, proceed as follows:

Step Procedure
1 Open the optiClient office context menu.
2 Select Help. The online help is started.

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Nur für den internen Gebrauch optiClient easyCom User Interface

6 optiClient easyCom User Interface
General
The optiClient easyCom user interface basically offers the same functionality as the optiClient
office and optiClient phone user interfaces.
It is not possible to use different user interfaces simulteanously.

For information to the following topics please refer to:
● User Interface Design
● Presentation Conventions
● Screen Style
● Call Field
● Keypad Field
● Journal
● Send Digits and Privacy Buttons
See also:
Personal Preferences

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Nur für den internen Gebrauch Using the optiClient phone
Extended Dialing Functions Using Drag & Drop

7 Using the optiClient phone

7.1 Extended Dialing Functions Using Drag & Drop
In addition to the possibilities for calling a number that have already been covered in this man-
ual, you can insert a phone number from another application (e.g., a customer management
application) into the optiClient phone display via a simple Drag & Drop operation. The phone
number is called automatically.
If the HiPath system is not configured to allow an automatic dial prefix, hold down the Ìkey
while performing the drag and drop operation. On dialling the phone number, the prefix needed
to access an outside line for your location is then automatically read from the Windows Control
Panel (Telephone and Modem Options) (cf. section Configuring Location Information).

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Basic and advanced functions

7.2 Basic and advanced functions
For details on the basic and advanced functions identified with “*” below, please refer to the Op-
erating Instructions of the optiset E or to section Overview of Functions and Codes (in Alpha-
betical Order), since these functions are the same as for the optiPoint.

1. Making and Answering Calls 6. Call Forwarding
* Answering Calls * Call Forwarding
* Call Pickup * Night Service
* Do Not Disturb 7. Using Other Functions
* Ringer Off * Call Charge Display
* Mute/Mute off * Busy Signaling for Speed-dial Keys
2. Making calls * Code key
* Caller-ID Suppression * Infos
(extension suppression)
* Initiate Call * Answer text
* Ending Calls * Telephone Data Service
3. Calling Multiple Parties Simultaneous- * DTMF Transmission
ly (Changing over to DTMF Tone Dialing)
* Consultation hold * Hunting groups
* Conference * Resetting Functions
* Toggle 8. ACD Functions
* Call Transfer * ACD Logon
* Hold * ACD Post-Processing
* Parking Calls * ACD Unavailability
4. Making Calls to Stored Destinations * ACD Night Service
* Redial 9. Telephone directory (see Electronic
Telephone Directory)
* Caller List 10. Call Lists (see Call List Management)
Executive/Secretary Functions
5. If You Cannot Reach a Destination...
* Callback
* Call Waiting

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Overview of Functions and Codes (in Alphabetical Order)

7.3 Overview of Functions and Codes (in Alphabetical Order)
The table below lists all available functions as they appear on the display. Functions that have
been configured (contact System Support) can be activated interactively (select + save) via the
Service menu (select + save or enter a code) or via function keys.
Functions ... Interac- ... Via the Program/ ... With
(display) tively Service menu function
Program/Service keys
Code
Account code *60 X
Advisory msg. on *69 X
Advisory msg. off #69 X
Associated dial *67 X
Associated serv. *83 X
Call waiting *55 X
Waiting tone off *87 X
Waiting tone on #87 X
Call wait.term.on *490 X
Call wait.trm.off #490 X
Caller List #82 X
Save number *82 X
Changeover on *66 X
Changeover off #66 X
Change PIN *93
Conference *3 X
Start conference
Adding a party to the conference
End conference #3
View conf parties
Remove party
Drop last conf. party *491
(only for U.S. with Centrex functionality)
Consult
Return to held call *0
Quit and return *0
Transfer/US:Accept call UK:Accept
Control Relay On *90 X
Control Relay Off #90 X
US:Directory UK:Phonebook X
DISA
Internal DISA *47 X
En-bloc sending
Dial

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Code
DND on *97 X
DND off #97 X
Door opener on *89 X
Door opener off #89 X
DTMF dialing *53 X
Forwarding on *1 X
1=all calls *11 X
2=external calls only *12 X
3=internal calls only *13 X
Forwarding off #1 X
Trunk FWD on *64 X
Trunk FWD out #64 X
Forward Line: On *501 X
Forward Line: Off #501 X
Headset
Answer call
HF answerback on *96 X
HF answerback off #96 X
Hotline
Join hunt group *85 X
Leave hunt group #85 X
Rejoin all groups *85* X
Leave all groups #85# X
Lock all phones *943 X
Monitoring *944
Mute on *52 X
Mute off #52 X
Night answer on *44 X
Night answer off #44 X
Open door *61 X
Override *62 X
Page *45 X
Answer page (not for U.S.) #45 X
Park a call *56 X
Retrieve call #56
Phone Test *940
Pickup - directed *59 X
Pickup - group *57 X
Accept call

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Code
Prog. feature key *91 X
Redial X
Reject call
Release X
Relocate station
log off *9419
log on #9419
Reserve trunk X
Reset services #0 X
Retrieve line *63 X
Ring Transfer: On *502 X
Ring Transfer: Off #502 X
Ringer cutoff on *98 X
Ringer cutoff off #98 X
Ringing group on *81 X
Ringing group off #81 X
Room monitor *88 X
Select language *48
Send message *68 X
View sent message #68 X
US: View messages UK: Display Messages #68 X
Mailbox X
Shift Key X
Show call charges (own telephone) *65 X
View call charges (other party’s telephone) X
Speaker call *80 X
Suppress call ID *86 X
Restore caller ID #86 X
Tel. data service *42
Temporary MSN (not for U.S.) *41 X
Temporary Phone *508 X
Timed reminder on *46 X
Timed reminder off #46 X
Toggle/Connect *2 X
Trace call *84 X
Transfer
Trunk Flash *51 X

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Code
UCD
Log on *401 X
Log off #401 X
Available *402 X
Not available #402 X
Work on *403 X
Work off #403 X
UCD night on *404 X
UCD night off #404 X
Calls in queue *405 X
US:Callback UK:Set Callback *58 X
View callbacks/Delete #58
Use speed-dialing *7 X
Change Speed-dial (station) *92 X

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Nur für den internen Gebrauch Using the optiClient office
Making and Answering Calls

8 Using the optiClient office

8.1 Making and Answering Calls
The following features are available when making and answering calls:
> Answering Calls
> Call Pickup
> Do Not Disturb Feature
> Ringer Off
> Microphone on/off

8.1.1 Answering Calls
The phone uses a specific ringer signal when it rings.

Step Action/Effect
1 The incoming call is displayed flashing red/orange under the phone number / name
entry in the Connection Parties window.
2 The following options are available for accepting a call:
– Click on the flashing call-status display
– Click on the arrow next to the call-status display
– Click the Accept Call button
– From the context menu, choose the Accept Call command.

8.1.2 Call Pickup

Directed call pickup (only possible with speed-dialing)

Step Action/Effect
1 If an internal number that you have stored stored on a speed dial key is called by a
third party, you see the call icon on that speed dial key.
2 For directed call pickup, click on the speed-dial key of the called party.

Call Pickup in a Call Pickup Group
You can pick up calls for telephones within a call pickup group from your telephone. This is also
possible during a call.

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Step Action/Effect
1 A party within the pickup group receives a call.
The call pickup icon is activated (blue) in the Connection parties window.

2 Click on the call pickup icon to pick up the call.

You can pick up calls for all parties that are assigned to your call pickup group. Call
> pickup groups are defined by a service technician.

8.1.3 Do Not Disturb Feature
You can temporarily block incoming calls when required by your situation while still being able
to initiate calls. Callers hear a busy signal.

Activating do not disturb
> To activate the Do not Disturb feature, enable the Functions tab in the Functions/
Telephone Directory/Call detail records window and click the Do Not Disturb check
box. A check mark will appear.

Deactivating do not disturb
> To deactivate the Do not Disturb feature, enable the Functions tab in the Functions/
Telephone Directory/Call detail records window and click the Do Not Disturb check
box. The check mark is removed, and you can accept calls again.

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8.1.4 Ringer Off
If you do not wish to be disturbed by calls, you can temporarily disable the ringer tone for in-
coming calls. All calls will be announced with a short beep and also displayed on the screen.

Activating ringer off
> To activate the Ringer Off function, enable the Functions tab in the Functions/Telephone
Directory/Call detail records window and click the Ringer Off check box. A check mark
will appear.

Activating ringer on
> To deactivate the Ringer Off function, enable the Functions tab in the Functions/
Telephone Directory/Call detail records window and click the Ringer Off check box. The
check mark will disappear, and incoming calls are again announced with a ringing tone.

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8.1.5 Microphone on/off
You have the option of activating or deactivating the handset microphone or speakerphone dur-
ing a call.

Turning on the Microphone (Mute off)
> To turn on the microphone

– click the microphone icon in the Connection parties window. The microphone is en-
abled and a green dot appears in the icon.
or
– activate the Functions tab in the Functions/Telephone Directory/Call detail
records window and click the Microphone off option field. A check mark is set.

Turning off the Microphone (Mute)
> To turn off the microphone

– click the microphone icon in the Connection parties window. The microphone is en-
abled and the green dot in the icon disappears.
or
– activate the Functions tab in the Functions/Telephone Directory/Call detail
records window and click the Microphone off option field. The check mark is remo-
ved and caller ID is enabled.

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Making calls

8.2 Making calls

8.2.1 Caller ID Suppression
When you place an external call, you can prevent your internal phone number or name from
being displayed on the called party’s terminal. This feature remains activated until you deacti-
vate it.

The caller ID suppression function must be activated in the HiPath system and en-
> abled by the network provider.

Activating caller ID suppression
> To activate the caller ID suppression function, enable the Functions tab in the Functions/
Telephone Directory/Call detail records window and click the Suppress extension
check box. A check mark will appear.

Deactivating caller ID suppression
> To deactivate the caller ID suppression function, enable the Functions tab in the
Functions/Telephone Directory/Call detail records window and click the Suppress
extension check box. The check mark will be removed, and caller ID is enabled.

8.2.2 Initiating Calls

Dialing a party
To call an internal party or a group of internal parties (hunting group), simply dial the appropri-
ate station number.

Step Action/Effect
If a speed dial key has been defined for the party:
1 > Click on the speed-dial key (on the name)
or
> Select Dial from the context menu of the speed dial key.

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Making calls

Step Action/Effect
Dialing from the Connection parties window (dial area):
2 Enter the number you wish to call or select it from the list box.
Display

3 Click the Confirm button to confirm

Dialing from the Connection parties window (context menu):
1 Open the context menu in the Connection Parties window and select Dial.
> Enter the desired Call number or select it from the list box.

Display

> Click OK.
2 If you want to access the party directly, enable the option Speaker call. Confirm your
selection with OK.
Call signaling
1 The outgoing call is flagged as outgoing with a green indicator in the Connection
Parties window.
2 As soon as the receiving party picks up, the active call is displayed in orange.

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Making calls

When calling external parties, it is often necessary - depending on the PBX config-
> uration - to dial a so-called dial prefix, e.g. "0“, before the actual number or to record
this prefix when defining the speed-dial key.

8.2.3 Extended Dialing Functions per Drag & Drop
Apart from the described options for calling a number, you can also insert a phone number from
another application (e.g., a customer management application) into the optiClient office Dial
window via a simple Drag & Drop operation. The phone number is called automatically.
If the HiPath System is not configured to allow direct access to an external line, hold down the
Ì k ey while performing the drag and drop operation. On dialling the phone number, the
prefix needed to access an outside line for your location is then automatically read from the
Windows Control Panel (Telephone and Modem Options) (cf. Section 2.3, “Configuring Locati-
on Information”).

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Making calls

8.2.4 Terminating Calls

The remote party ends the call
The active call displayed in the Connection Parties window disappears.

You end the call
You can end a call by one of the following methods:
> Click the function icon "Handset on-hook“ (red handset) for the active (orange) call in the
Connection Parties window.
> Click on End call in the Connection Parties window.
> Select End call from the context menu of the active call.
> Press the _ key.
The active call displayed in the Connection Parties window disappears.

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Calling Multiple Parties Simultaneously

8.3 Calling Multiple Parties Simultaneously

8.3.1 Consultation Hold
You are conducting a call and would like to consult a colleague without allowing the current par-
ty to listen in.
Initiating a Consultation Call

Step Action/Effect
Variant 1
1 From the context menu of the first party, click Consultation hold.
2 The call is placed on hold, and the call status display turns grey.
3 Dial the second party.
4 The call status display of the second call appears green when dialing and changes
to orange as soon as the called party answers (active call).
Variant 2
1 You call a second party while still talking to the first.
2 The call is automatically placed on hold, and the call status display turns grey.
3 The second party is called simultaneously (outgoing call). The call status display
switches to green when dialing and changes to orange as soon as the called party
answers (active call).

Ending a consultation call

Step Action/Effect
1 You end the (active) consultation call.
2 The party with which you conducted a consultation call is disconnected, and you are
automatically returned to the call on hold, which now becomes the active call
(orange).

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8.3.2 Conferencing
During an internal or external call, you can call up to four internal or external stations, add them
to the call, and thus conduct a conference call.
Initiating a Conference

Step Action/Effect
1 During a call, you initiate a consultation call with another party with whom you want
to conduct a conference call.
2 As soon as the called party accepts the call, the call status display turns orange.
3 Select Start conference with from the context menu of the call on hold.
4 As the first party in the conference, you (who were originally on hold) now conduct
a conference call with the second party. Your two conversation partners are depicted
as a conference call with an orange call-status display.

Expanding a Conference

Step Action/Effect
1 During a conference call, you initiate a consultation call with the next party in the
conference.
2 As soon as the called party accepts the call, the call status display turns orange.
3 Select Start conference with from the context menu of the conference call.
4 You, the previous conference parties, and the new party now conduct a conference
call. All conversation partners are depicted as a conference call with an orangecall-
status display.

Connecting Conference Parties

Step Action/Effect
1 During a conference call, select the entry Connect partner from the context menu
of the conference call.
2 You thus leave the conference, while the remaining parties stay connected. The call
is removed from the display in the Connection Parties window.

End Conference

Step Action/Effect
1 During a conference call, select the entry End conference from the context menu
of the conference call.

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8.3.3 Toggle
You can toggle between two calls and alternately speak with both parties. The waiting party
cannot listen in on your conversation.
Both parties can be either external or internal parties.
You also have the option of disconnecting from both calls and connecting the two parties to one
another (Call Transfer). Alternatively, you can also initiate a conference (Conferencing).

Step Action/Effect
1 You are currently conducting a call.
2 You now conduct a consultation call with another party.
3 To switch between the two parties (active / held), you can:
> select Toggle from the context menu of the respective party on hold.
> click the Toggle button.
4 The active call and thus the call-status display changes to reflect your choices.

8.3.4 Call Transfer
If the party you are currently speaking to would like to speak to another party, you can call that
party and transfer the call via a screened or unscreened transfer.

Step Action/Effect
1 During a call you conduct a consultation with the party to which you want to transfer
the active call.
2 Before or after the selected party responds, open the context menu in the call-status
display of the consultation call and select Transfer call.

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8.3.5 Parking Calls
You can park up to ten calls, either internal, external, or both. Parked connections can be picked
up at other stations. This feature is useful if you want to continue a call at another phone.
Parking a Call

Step Action/Effect
1 During an active call, select Park call... from the context menu.
2 Enter a free line number for the call in the dialog that follows and then click OK to
confirm your selection:

Line numbers 0 to 9 are available for this purpose.
2 The call is parked.

Retrieving a Parked Call

Step Action/Effect
1 To retrieve a parked call, click on the Park icon in the toolbar of the Connec-
tion parties window
or
> Open the context menu in the Connection Parties window and select Back
from park status.

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Step Action/Effect
2 Enter the line number on which the call is parked in the dialog that follows and then
click OK to confirm your selection:

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Making Calls to Stored Destinations

8.4 Making Calls to Stored Destinations

8.4.1 Redial
The last ten phone numbers dialed are automatically saved in a single dialing list. To dial one
of these saved phone numbers, proceed as follows:

Step Procedure
Redialing via the Dial area:
1 Open the Dial area in the Connection Parties window, select the number
you wish to call from the listbox, and click the icon of the Confirm
button.
Redialing via the Connection Parties window:
1 Open the context menu in the Connection Parties window and select Dial. Select
the desired phone number from the list box and then click on OK.
Redialing the last number:
1 Open the context menu in the Connection Parties window and select Redial.

Instead of selecting the number to be redialed manually, you can also redial numbers
> from the caller and call records (e.g. parties not reached or busy) of the optiClient.

8.4.2 Call Lists
A convenient Call List function has been implemented in the optiClient office. The following calls
are automatically included in the Call List management:
● Missed calls
● Received calls
● Calls made
To open Call List management, click on the Caller- and call records tab in the Functions/
Telephone Directory/Call detail records window.
A detailed description of the optiClient call list management can be found in section Call List
Management.

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If You Cannot Reach a Destination...

8.5 If You Cannot Reach a Destination...

8.5.1 Callback
If a user is busy or is not answering, you can store an automatic callback. This feature saves
you from having to make repeated attempts to reach the user. The system/party calls you
● when both you and the busy station are free
● or when the station that did not answer has conducted another call.
You can save up to five callback requests. Before your saved callback requests have been ex-
ecuted, you can display them and delete them as desired.
Callback calls are repeated until a connection is made or the callback call is canceled. A phone
or PC can initiate up to five callbacks and be the destination of up to five callback requests. Ad-
ditional callbacks are rejected.

Depending on the dialed station, some callback requests may be rejected.
>
Initiating Callback Orders
From the context menu, point to and then click Consultation hold.

Displaying/Deleting Callback Orders
You can display or delete your callback orders as follows:

Step Action/Effect
1 Click the Callback orders icon in the Connection parties window.

2 The information in the display area (Connection Parties window) guides you
through the process of viewing or deleting callback orders in the same manner as
when using an optiPoint phone.

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If You Cannot Reach a Destination...

8.5.2 Call Waiting
Even when you are conducting a call, you can still be reached by other callers. During a call,
you are notified that another call is waiting both acoustically (alerting tone) and visually and can
answer this call.

Disabling the Call Waiting Tone
> To deactivate the Call Waiting feature, click the Call waiting without tone check box in the
Functions tab of the Functions/Telephone Directory/Call detail records window. The
check mark is set.

Enabling the Call Waiting Tone
> To activate the call waiting tone, click the Call waiting without tone check box in the
check mark is removed, and you can hear the tone again.

● Automatic call waiting can be configured on the system level.
> ●

●
You can only be the recipient of such calls.
There is no way to actively get through to other busy stations (call waiting).

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Call Forwarding

8.6 Call Forwarding

8.6.1 Call Forwarding
You can forward internal and/or external calls to various internal or external telephones (desti-
nations). External destinations are also possible, depending on system configuration.
You have the option of forwarding
● all calls
● only external calls or
● only internal calls.
Enabling Call Forwarding

Step Action/Effect
1 To turn on call forwarding, click the Call forwarding check box in the Functions tab
of the Functions/Telephone Directory/Call detail records window.
2 In the dialog that follows, select the Call type for which the forwarding applies and
enter a Call forwarding destination. Click OK to confirm your selection.

3 Call forwarding is activated, a check mark is placed before the function option, and
the activated call forwarding is displayed with the call forwarding target in the ACD
status field of the Connection Parties window:

Disabling Call Forwarding
> To disable the call forwarding function, click the Call forwarding check box in the
check mark and the display in the Connection Parties window are removed, and call
forwarding is disabled.

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Call Forwarding

8.6.2 Night Service
In night answer mode (for example, outside office hours), all external calls are immediately for-
warded to a specific internal telephone (night destination).

Activating Night Service

Step Action/Effect
1 To activate the Night Service function, click the Night service check box in the
Functions tab of the Functions/Telephone Directory/Call detail records window.

Deactivating Night Service

Step Action/Effect
1 To disable the Night Service function, click the Night service check box in the Func-
tions tab of the Functions/Telephone Directory/Call detail records window. The
check mark is removed, and the night service is disabled.

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Using Other Functions

8.7 Using Other Functions

8.7.1 Displaying Call Charges
The connection charges for an external call are automatically shown in the call-status display
of the Connection Parties window.

The display of call charge information depends on the network provider.
>
8.7.2 Telephone Lock
You can protect your phone against unauthorized access (and protect your personal data) by
entering a 5-digit personal code.
Enabling a Phone Lock

Step Action/Effect
1 To enable the phone lock, click the Code key check box in the Functions tab of the
Functions/Telephone Directory/Call detail records window.
2 A dialog to lock the phone appears:

3 Enter the 5-digit code number and then click OK.
4 A check mark is set in the function option.

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Disabling a Phone Lock

Step Action/Effect
1 To disable the phone lock, click the Code key check box in the Functions tab of the
Functions/Telephone Directory/Call detail records window.
2 A dialog to release the lock appears.

3 To release the lock, enter the code number and then click OK.
4 The check mark n the function option is removed.

> For more details on changing codes, see the section Telephone Lock.

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8.7.3 Infos

Sending Infos

Step Action/Effect
1 Click the Send Info icon on the Functions tab in the Functions/Telephone
Directory/Call detail records window.

or select the entry Send Info... from the context menu in the Connection Parties
window.
2 As with the optiPoint phone, you are now requested to enter the Call number of the
recipient and to select the Info.

Confirm your entries with OK. You will receive a confirmation when the Info is sent.

In a calling state, messages are directly sent to the called parties. The call number
> is already filled in, and the corresponding field is greyed out.

Reading Infos

Step Action/Effect
1 As soon as you receive an info, the Read Infos sent icon turns blue (active)
on the Functions tab of the Functions/Telephone Directory/Call detail
records window. Click this icon to view the message.
2 The sent info appears in the display that follows.

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Displaying Infos sent

Step Action/Effect
1 As soon as you receive an info, the Read Infos sent icon turns blue (active)
on the Functions tab of the Functions/Telephone Directory/Call detail
records window. Click this icon to view the message.
2 The sent info appears in the display that follows.

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8.7.4 Answer Text
If you have configured an answer text, the text you configured is automatically transmitted to an
internal caller.

Configuring Answer Text

Step Action/Effect
1 To select and activate an answer text, click the check box Answer text in the Func-
tions tab of the Functions/Telephone Directory/Call detail records window.
2 The dialog to select / edit the answer text appears:

3 Select the desired answer text or edit the text by adding your own details and click
OK to confirm your selection.
4 A check mark is set in the function option.

Disabling an Answer Text

Step Action/Effect
1 To disable the set answer text, click the check box Answer text on the Functions
tab of the Functions/Telephone Directory/Call detail records window.
2 The check mark disappears, and the answer text is no longer shown to callers.

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8.7.5 Telephone Data Service
If you want to enter TDS codes that can be read and processed from other attached applica-
tions, proceed as follows:

Step Action/Effect
1 Click the "TDS" symbol in the Connection Parties window.

2 You can then enter the TDS codes in the screen that follows.

8.7.6 DTMF Suffix Dialing
For special applications (for example, for data services), DTMF signals (DTMF tones) are re-
quired while conducting a call (tone dialing).

Enabling DTMF suffix dialing

Step Action/Effect
1 From the context menu in the Connection Parties window, select DTMF suffix-di-
aling...
2 A dialog in which you can enter the DTMF signals appears:

3 Click OK to confirm your selection and send the DTMF signals.

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8.7.7 Hunting Group
A group of stations can be interconnected in a hunting group; this means that in addition to their
respective phone numbers, these stations also have a shared phone number for the hunting
group.
Incoming calls are signaled consecutively at all the extensions in the hunting group until one of
them answers the call. The caller always hears the ringing tone. The call is switched to the first
telephone that becomes available in the hunting group.
Each member of the group remains available under his or her own station number. All config-
ured functions such as call forwarding, for example, apply both to the individual phone number
and to the group member.
Hunting groups are configured by the service technician. If you want to register your extension
in the configured hunting group, proceed as follows:

Activating a Hunting Group

Step Action/Effect
1 Click the Hunting group check box in the Functions tab of the Functions/Tele-
phone Directory/Call detail records window.
2 A check mark is set in the function option, and your extension is now added to the
hunting group.

Deactivating a Hunting Group

Step Action/Effect
1 Click the Hunting group check box in the Functions tab of the Functions/Tele-
phone Directory/Call detail records window.
2 The check mark is removed in the function option, and your extension is now re-
moved from the hunting group.

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8.7.8 Resetting Functions
There is a general reset procedure for activated functions. All enabled functions (such as ringer
cutoff, call forwarding and answer text) are reset (depending on the configuration of the tele-
phone system).

Step Action/Effect
1 Click the Reset functions icon in the Functions/Telephone Directory/Call
detail records window.
2 The functions are reset in accordance with the settings on the phone system.

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ACD Functions

8.8 ACD Functions
The ACD (Automatic Call Distribution) feature serves to distribute calls within a team. An in-
coming call is always assigned to the team member (agent) who has had the longest break
without a call.
The team members can also work in different locations, e.g. at the company and on a home
workstation. The teams (call distribution groups) and team members (agents) are defined by
the service technician.
The current ACD status is displayed in the Connection Parties window in the form of a separate
button with different labels and colors, depending on the ACD status.

● The station is not logged on (grey)
● The station is logged on (bright green)
● The station is in the wrap-up phase (dark green)
● The station is not available (dark blue)
The code of the person responsible appears in parentheses after the text. Furthermore, the call
forwarding destination is indicated in text form on this button.

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ACD Functions

8.8.1 ACD Logon (Logging on to System)
At the start of service, you must log on to the system.

Step Action/Effect
1 To complete the ACD logon, click
> the ACD Logon check box in the Functions tab of the Functions/Telephone
Directory/Call detail records window
or
> the entry Logon in the context menu of the Connection parties window.
2 A dialog in which you can enter the code for the person responsible appears. Click
OK to confirm your selection.

3 The ACD status in the Connection Parties window changes to bright green (logged
on).

Your Processor ID for logging on to ACD is not the same as your phone number.
> It is configured and assigned to you by the service technician.

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ACD Functions

8.8.2 ACD Logoff (Logging off from the System)
At the end of service, you must log off from the system.

Step Action/Effect
1 To complete the ACD logoff, click
> the ACD Logoff check box in the Functions tab of the Functions/Telephone
Directory/Call detail records window
or
> the entry Logoff in the context menu of the Connection parties window.
2 The logoff is performed; the check mark before the function option is removed, and
the ACD status in the Connection Parties window changes to grey (logged off).

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ACD Functions

8.8.3 ACD Post-Processing
If you need more time in addition to the time actually spent conducting a call, you can request/
activate a wrap-up time for the last call. The wrap-up time can be enabled only if you are logged
on.
You must deactivate the wrap-up time yourself and report back to the system.

If autoworking is activated in the system, the wrap-up time is automatically set after
> each call and then deleted.

Enabling post-processing

Step Action/Effect
1 To enable ACD post-processing, click
> the ACD post-processing check box in the Functions tab of the Functions/
Telephone Directory/Call detail records window
or
> the entry ACD post-processing in the context menu of the Connection parties
window.
2 The check mark before the function option is set, and the ACD status in the Connec-
tion Parties window changes to dark green (wrap-up).

Disabling Post-processing

Step Action/Effect
1 To disable ACD post-processing, click
> the ACD post-processing check box in the Functions tab of the Functions/
or
> the entry ACD post-processing in the context menu of the Connection parties
window.
2 The check mark before the function option is removed, and the ACD status in the
Connection Parties window changes to bright green (logged on).

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ACD Functions

8.8.4 ACD Unavailability
During working hours, you can log on and log off from the system, e.g., to take a break (tem-
porary logon/logoff).
Activating Unavailability

Step Action/Effect
1 To enable ACD unavailability, click
> the ACD not available check box in the Functions tab of the Functions/
or
> the entry ACD not available in the context menu of the Connection parties
window.
2 The check mark before the function option is set, and the ACD status in the Connec-
tion Parties window changes to dark blue (not available).

Disabling Unavailability

Step Action/Effect
1 To disable ACD unavailability, click
> the ACD not available check box in the Functions tab of the Functions/
or
> the entry ACD not available in the context menu of the Connection parties
window.
2 The check mark before the function option is removed, and the ACD status in the
Connection Parties window changes to bright green (logged on).

If an agent does not answer a waiting call, the system switches automatically to Un-
> available.

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ACD Functions

8.8.5 Displaying the Number of Waiting Calls

Step Action/Effect
1 Select Number of Calls Waiting from the context menu of the ACD button in the
Connection Parties window.
2 The ACD button briefly shows the number of waiting calls - regardless of the current
ACD status.

8.8.6 ACD Night Service
ACD night service is a separate night service for ACD that is not affected by system night an-
swer. All incoming calls are forwarded to a special ACD destination.

Activating Night Service

Step Action/Effect
1 To activate the ACD Night service, click
> the ACD Night extension check box in the Functions tab of the Functions/
or
> the entry ACD Night extension in the context menu of the Connection parties
window.
2 The check mark before the function option is set.

Deactivating the Night Service

Step Action/Effect
1 To deactivate the ACD Night service, click
> the ACD Night extension check box in the Functions tab of the Functions/
or
> the entry ACD Night extension in the context menu of the Connection parties
window.
2 The check mark before the function option is removed.

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Nur für den internen Gebrauch Electronic Telephone Directory

9 Electronic Telephone Directory
The optiClient 130 offers you - if available and configured - a central LDAP telephone directory
and a personal telephone directory. Whereas the central telephone directory (if any) is main-
tained by your administrator, you can customize the private directory to meet your own needs.
The telephone directory is available with identical functionality in both optiClient office and the
optiClient 130 phone. There are only a few differences in the controls. This description uses the
Telephone directory screens of the optiClient phone.

Starting Telephone Directory Management
You can start managing your phone books as follows:

in optiClient office:
Select the Telephone directory tab in the Functions / Telephone directory / Caller- and call
records window.

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Electronic Telephone Directory Nur für den internen Gebrauch

in optiClient phone:
Click the Telephone directory button.

The telephone directory is opened near the optiClient phone window. The width of the optiClient
phone telephone book display can be altered.

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General Functions

9.1 General Functions

9.1.1 Selecting the Telephone Directory

General Information
If available and configured, a central telephone directory (LDAP directory) as well as a personal
directory are available to each user. You can select the desired phone directory from the Ad-
dress / Telephone directory list box in the Phone Book management function.
– optiClient office:
You can select the desired phone directory from the Address / Telephone directory
list box in the Phone Book management function.
– optiClient phone:
Click the LDAP icon in Phone Book Management.

By clicking on the telephone book key or the call list key in the optiClient phone, it is
> possible to directly switch between the two directories.

LDAP Telephone Directory
On selecting the LDAP telephone directory, this directory initially appears empty. You can go to
the desired position of the directory by entering the name to be located or a part thereof in the
input field and then clicking Search. This takes you to the first entry in the LDAP directory that
matches your search criteria. The total number of entries found is displayed in the table header.

Ensure that the maximum number of entries returned per search request is set by
> the LDAP server administrator, as sometimes not all search results are displayed. If
this is the case, the search criteria should be narrowed further.

You can also search for parts of a last or first name in the LDAP directory. For exam-
> ple, you could enter "smi h" to search for all entries that have a last name beginning
with Smi and a first name beginning with H, respectively (no distinction between up-
percase and lowercase is made here)

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General Functions

9.1.2 Viewing Options of the Telephone Directory
The telephone directory is structured like a standard Windows table and can be edited accord-
ingly with respect to the column views.
You can:
> Arrange the columns in the desired display order by dragging and dropping
> Change the column widths by moving the column separators
> Sort a column (in ascending or descending order) and thus the entire telephone directory
by clicking the column header

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General Functions

9.1.3 Edit entries in the directory
Entries in the central LDAP directory can only be maintained centrally by the Administrator. In-
dividual users can maintain their own personal directories.

Copying an Entry from the LDAP directory to the Personal Telephone Directory
To copy an entry from the LDAP directory to your own personal telephone directory, proceed
as follows:
1. Locate the appropriate entry in the LDAP directory.
2. Select the menu item Add to personal tel. directory from the context menu.
3. The entry will be copied to your personal telephone directory and can then be edited further
from there.

Adding a New Entry to the Telephone Directory
1. Open the context menu from any free area of the telephone directory and select New...

Display

2. Enter the last name, address, contact numbers and e-mail address of the party.

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General Functions

Number Verification
> When you enter a phone number in an empty field (Telephone 1, Telephone 2 (Fax) and
Telephone 3 (Mobile)) for the first time or double-click in a field containing data, a
verification window to check the phone details appears:

The phone number you entered is split into its individual components - to the extent that
this can be logically derived - and displayed in the Country/Region, City/Area Code and
Local Number fields. Correct these details if required and confirm your changes by click-
ing OK. This returns you to the dialog to edit the telephone directory entry.

Note that the dialing will not work properly unless you enter the phone number in
> canonical format, i.e., in the form +xx (yyyy) zzzz, where:
● +xx
is the international dialing prefix without the leading zeros,
● (yyyy)
is the local area code in parentheses and is separated from the international di-
aling prefix by a space, The leading zero for the local area code (if relevant) can
be entered.
● zzzz
is the local number and is separated from the local area code by a space.
● Example for Germany: +49 (02302) 667-9876
You may enter the number in the fields directly in this format or separate the compo-
nents by spaces, which automatically causes the canonical notation to be used.

3. You can also add your own notes on the contact by clicking the Notes button:

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General Functions

Display

Save your notes by clicking OK. You will be returned to the Telephone directory dialog
(step 2).

4. Click OK to save these details. The new entry will now have been added to the personal
telephone directory.
Editing a Telephone Directory Entry
If you want to edit an entry from your personal telephone directory, proceed as follows:
1. Open the context menu of the entry and choose Edit...
2. The dialog to edit the telephone directory entry appears. Edit the details as required. The
verification dialog for phone numbers can be opened by double-clicking any phone number
field.
3. Click OK to save these details. The edited entry will be copied to your personal telephone
directory.

Deleting a Telephone Directory Entry
To delete a telephone directory entry, proceed as follows:

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General Functions

1. Open the context menu of the entry to be deleted and choose Delete.
2. A confirmation prompt appears, which you can then acknowledge by clicking Yes. The en-
try is deleted, and you return to the Telephone directory.

9.1.4 Finding a Contact in the Telephone Directory

Finding an Entry by Name
To start a simple search by name, enter the name you are looking for in the Last Name field.
With each entered character, the display of the contacts in the telephone directory jumps to the
first entry that corresponds to the one to be found.
You can search for parts of a last and first name using an LDAP directory. You could enter "smi
h" to search for all entries that have a last name beginning with Smi and a first name beginning
with H respectively (no distinction between uppercase and lowercase is made here).

Finding an Entry using Search Criteria
Such searches can only be performed in the personal telephone directory.
1. Open the context menu of an entry in the telephone directory and select Search.
2. A dialog box with empty search fields appears. These fields match the fields of the entry in
the telephone directory. You can now enter your search criteria in the individual fields. The
wildcard characters "*" and "?" may also be used here. Click OK to confirm your search
criteria.
3. The results of the search are displayed in the form of a telephone directory with the suffix
(Search results) shown in the title.
You can then switch back to the display of the complete telephone directory by selecting
Display all from the context menu of the search results.

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General Functions

9.1.5 Calling a Contact from the Telephone Directory
You can call any of the contacts listed in your telephone directory as follows:
1. Open the context menu of the party to be called from the telephone directory.
2. Click the Dial button. The party is called.
or
From the context menu of the party, select Dial and then choose one of the phone numbers
entered for that party (Telephone 1, Telephone 2 or Telephone 3) from the submenu. The
selected phone number of the party is called.

9.1.6 Sending an E-mail to a Contact
To send an e-mail to a contact listed in the telephone directory, proceed as follows:
1. Open the context menu of the relevant contact from the telephone directory.
2. From the context menu of the party, select Send e-mail... The e-mail application installed
on your PC (e.g. Microsoft Outlook) is started with the input window for a new e-mail. The
address of the recipient is automatically copied over from the telephone directory.

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General Functions

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Nur für den internen Gebrauch Call List Management

10 Call List Management

Call list management is only available, if the optiClient 130 V4 TAPI Service Provider
> has been correctly initialized on the client PC. In the event of an error, a message
appears, the call list key disappears from the optiClient telephone user interface and
no entries are saved in call list management.
The optiClient 130 offers you a convenient Call List management feature that enables various
call lists to be retrieved:
> Missed calls
> Received calls
> Extensions not reached
> Extensions reached
> Calls made (= received calls + extensions reached)
Call list management is available with identical functionality in both the optiClient office as well
as the optiClient phone. There are only a few differences in the layout.
To start Call List Management in the optiClient phone:
Click the Call Lists button.

By clicking on the telephone book key or the call list key in the optiClient phone, it is
> possible to directly switch between the two directories.

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To start Call List Management in the optiClient office:
Select the Caller- and call records tab in the Telephone directory window.

Selecting a Call List
To display one of the call lists indicated above, select it from the list box in the Call List Man-
agement function or click the corresponding icon:

Symbol Call list
Missed calls

Received calls

Extensions not reached

Extensions reached

Calls made (= received calls + extensions reached)

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Nur für den internen Gebrauch Call List Management

Calling a Party from a Call List
Activate the desired call list. Then click the relevant caller or called party within this list and
choose Call.

Deleting a Call List
To delete a call list, mark the list to be deleted and click Delete records. When you delete the
call list for calls made, both the list of received calls and the list of stations reached are deleted.

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Nur für den internen Gebrauch Index

Index Z

Answering calls 8-1
Associated dial 7-3
A Associated serv. 7-3
Accept call 7-4 Attention ring volume 4-6, 5-7
Accepting a call 4-9, 8-1 Available 7-6
Account code 7-3
ACD 8-27 C
ACD Functions 8-27 Call Charge Display 8-19
ACD logged on 8-27 Call Forwarding 8-17
ACD logoff 8-29 Call forwarding
ACD logon 8-28 disabling 8-17
ACD Night Service enabling 8-17
diactivating 8-32 Call List
enabling 8-32 selecting 10-2
ACD not available 8-27 Call list
ACD Post-Processing 8-30 calling a party 10-3
ACD post-processing 8-27, 8-30 deleting 10-3
diabling 8-30 Call List management 4-7
ACD status 5-14, 8-27 Call list management 5-8, 8-14, 10-1
ACD unavailability Call on hold 5-28
anabling 8-31 Call pickup 8-1
disabling 8-31 Call pickup group 8-1
ACD waiting calls 8-32 Call pickup in a call pickup group 8-1
Activate/deactivate headset 5-7 Call pickup, directed 8-1
Activating caller ID suppression 8-5 Call status display 5-28
Activating do not disturb 8-2 Call Transfer 8-11
Activating Night Service 8-18 Call wait.term.on 7-3
Activating ringer off 8-3 Call wait.trm.off 7-3
Activating ringer on 8-3 Call Waiting 8-16
Active call 5-28 Call waiting 7-3
Adding a party to the conference 7-3 Call waiting tone
Administration rights 4-12, 5-12 enable 8-16
administration rights 4-12 Callback 8-15
Administration tool 3-3 Caller ID suppression 8-5
Advisory msg. off 7-3 Caller List 7-3
Advisory msg. on 7-3 Calls in queue 7-6
Answer call 7-4 Calls made 10-1, 10-2
Answer page (not for U.S.) 7-4 canonical format 9-6
Answer text 8-23 Change code 8-20
cancel 8-23 Change PIN 7-3

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Index Nur für den internen Gebrauch

Change Speed-dial (station) 7-6 Electronic Telephone Directory 9-1
Changeover off 7-3 E-mailing contacts 9-9
Changeover on 7-3 En-bloc sending 7-3
Changing Codes 8-20 End Conference 8-10
Code key 8-19 End conference 7-3
Conference 7-3 Ending a consultation call 8-9
Conference call 5-28 ETD 9-1
Conferencing 8-10 Exit 3-22
Configuring answer text 8-23 Expanding a Conference 8-10
Connecting conference parties 8-10 Extended Dialing Functions 8-7
Consult 7-3 Extensions not reached 10-1, 10-2
Consultation Hold 8-9 Extensions reached 10-1, 10-2
Control Relay Off 7-3
Control Relay On 7-3 F
conventions 1-5 Forward Line
Off 7-4
D On 7-4
Data Protection and Data Security 1-9 Forwarding off 7-4
Deactivating caller ID suppression 8-5 Forwarding on 7-4
Deactivating do not disturb 8-2
Default Settings 3-2 H
Default settings 3-3, 3-5 Handset 3-16
Deleting Callback Orders 8-15 Hardware requirements 1-3
Dial 7-3 Headset 7-4
Dial prefix 3-15, 8-7 HF answerback off 7-4
Dialing a party 8-5 HF answerback on 7-4
Direct access 5-27 Hotline 7-4
DISA 7-3 Hunting group 8-25
Disable Call Waiting 8-16 activating 8-25
Display Mode 5-15 deactivating 8-25
Display mode 4-15
Displaying Callback Orders 8-15 I
Displaying Sent Infos 8-22 Incoming call 5-28
DND off 7-4 Infos 8-21
DND on 7-4 Initiating a Conference 8-10
Do not disturb feature 8-2 Initiating a consultation call 8-9
Door opener off 7-4 Initiating callback orders 8-15
Door opener on 7-4 Initiating calls 8-5
Drop last conf. party (only for U.S.) 7-3 Installation 2-1, 10-1
DTMF dialing 7-4 Installation Components 2-3
DTMF suffix dialing 8-24 Internal DISA 7-3
DTMF transmission 8-24
J
E Join hunt group 7-4
Editing a Telephone Directory Entry 9-7
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K O
Key captions 4-9 Open door 7-4
Key Modules 4-8 optiClient easyCom 2-13
Key modules 4-14 optiClient installation 2-12
optiClient phone 2-13
L Options 4-13, 5-13
Language selection 2-12 Outgoing call 5-28
language selection 2-12 Override 7-4
Leave all groups 7-4
Leave hunt group 7-4 P
License 2-2, 3-6 Page 7-4
License key 3-6 Park a call 7-4
License number 3-2 Parking a call 8-12
location information 2-10 Parking Calls 8-12
Location properties 2-2 PC keyboard 4-4
Lock all phones 7-4 PC Performance 3-2, 3-7
Log off 7-6 Personal phone book 3-5
log off 7-5 Personal telephone directory 9-1
Log on 7-6 Phone book management 4-7
log on 7-5 Phone lock
Logged on 8-27 disabling 8-20
Logging in 3-12 enabling 8-19
Login (Logon) 3-12 Phone Test 7-4
Loudspeaker volume control 4-5, 5-6 Pickup - directed 7-4
Pickup - group 7-4
M Profile File 3-2, 3-12
Mailbox 7-5 Profile file 3-4
Microphone volume control 4-5 Prog. feature key 7-5
Mikrofon ausschalten 8-4 Programming function keys 5-9
Minimizing the program to a button in the
taskbar 4-3 Q
Missed calls 10-1, 10-2 QoS (Quality of Service) 2-4, 3-2
Monitoring 7-4 Quit and return 7-3
Mute off 7-4
Mute on 7-4 R
Reading Infos 8-21
N Received calls 10-1, 10-2
Night answer off 7-4 Redial 7-5, 8-14
Night answer on 7-4 Reference Manuals 1-5
Night Service 8-32 Reject call 7-5
Night service 8-18 Rejoin all groups 7-4
deactivating 8-18 Release 7-5
Not available 7-6 Relocate station 7-5
notational conventions 1-5 Remote Access 3-12

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Remove party 7-3 Suppress call ID 7-5
Reserve trunk 7-5 symbols in manual 1-5
Reset services 7-5 System tray 5-5
Resetting functions 8-26
Restore caller ID 7-5 T
Restoring the program from a button in the Taskbar 4-3, 5-5
taskbar 4-3 TDS codes 8-24
Retrieve call 7-4 Tel. data service 7-5
Retrieve line 7-5 Telephone Data Service 8-24
Retrieving a Parked Call 8-12 Telephone directory 4-17, 5-8, 5-16, 9-1
Return to held call 7-3 adding an entry 9-5
Ring tone 4-6, 5-7 calling a contact 9-9
Ring Transfer finding a contact 9-8
Off 7-5 Telephone directory entry
On 7-5 deleting 9-7
Ring volume 4-6, 5-7 Telephone directory server (LDAP) 4-17, 5-
Ringer cutoff off 7-5 16
Ringer cutoff on 7-5 Telephony 5-19
Ringer off 8-3 Teleworking 3-14
Ringing group off 7-5 Temporary MSN (not for U.S.) 7-5
Ringing group on 7-5 Temporary Phone 7-5
Room monitor 7-5 Terminating Calls 4-9, 8-8
Ruflisten 4-7 Timed reminder off 7-5
Timed reminder on 7-5
S Toggle 8-11
Safety Information 1-6 Toggle/Connect 7-5
safety information Trace call 7-5
caution 1-7 Transfer 7-5, 8-11
danger 1-7 Transfer/US
warning 1-7 Accept call UK
Save number 7-3 Accept 7-3
Select language 7-5 Trunk Flash 7-5
Selecting the Telephone Directory 9-3 Trunk FWD on 7-4
Sending Infos 8-21 Trunk FWD out 7-4
Shift Key 7-5 Turning on the microphone 8-4
Show call charges (own telephone) 7-5
Software requirements 1-3 U
Sound card 3-17 UCD 7-6
Speaker 3-17 UCD night off 7-6
Speaker call 7-5 UCD night on 7-6
Speed-dial keys 5-20 Update 4-11, 5-12
Speed-dial keys (icons) 5-20 US
Start conference 7-3 Callback UK
Starting the program 3-11 Set Callback 7-6
Directory UK
A31003-G2540-A100-3-76A9, 04/2003

opticl130v40SIX.fm

Phonebook 7-3
View messages UK
Display Messages 7-5
Use speed-dialing 7-6
User interface 4-2, 5-1, 6-1

V
Verification window 9-6
View call charges (other party’s telephone) 7-
5
View callbacks/Delete 7-6
View conf parties 7-3
View sent message 7-5
Viewing Options of the Telephone Directory
9-4
Views 4-21
Voice compression 3-15

W
Waiting tone off 7-3
Waiting tone on 7-3
Work off 7-6
Work on 7-6
Work time 8-30

A31003-G2540-A100-3-76A9, 04/2003

opticl130v40SIX.fm


A31003-G2540-A100-3-76A9, 04/2003

Oc130 v4hp3000ug

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