unified communications (uc) quick reference guide using your uc client this guide is designed to...

Unified Communications (UC)Quick Reference Guide

USING YOUR UC CLIENT

This guide is designed to provide you with a quick overview of the Unified Communications Client (UC) and the various setup and configuration options. The UC allows you control and management of your communications from the desktop and provides integration of all of your messaging into your Inbox, including faxes, emails, and voice messages. There is tremendous power embedded into this application and as such, a certain level of complexity. We recommend you experiment with the UC and learn for yourself the many capabilities. In the meantime, the attached pages provide a very brief overview of some of the capabilities.

For a Detailed User Guide go to: www.VergeNetwork.com/UC.htm

Change your Password to match your Voice Mail Password;

Select “Options” from your UC Client;

Use “1111” as the “Old Password”;

Enter your new Password you used for Voice Mail setup and click “OK” to change.

STEP 1 - STEP 1 - ChangeChange Your Password from Your Password from “Options”“Options”

Enter “1111”

Click the UC Icon Click the UC Icon to launch the to launch the

Client ManagerClient Manager

Enter Your “Voice Mail Password”

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Set your Password to match your Voice Mail Password;

Select “Options” from your UC Client;

Enter your new Password you used for Voice Mail setup and click “OK” to change.

STEP 1 STEP 1 (Optional)(Optional) - - SetSet Your Password from Your Password from “Options”“Options”

Enter Your “Voice Mail Password”

Click the UC Icon Click the UC Icon to launch the to launch the

Client ManagerClient Manager

Use this Method to Change/Set your password if the “UC Client” is Red, indicating you are logged out.

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Control Call Handling, like “Screen Pop”;

Integration with Outlook;

What to do with new Calls;

“Smart Tag” Support that allows you to dial from any application;

Notification Options

STEP 2 - Customize Your UC Client from STEP 2 - Customize Your UC Client from “Options”“Options”

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Turn on “Pop-Up Notifications” of status changes for select people or Work Groups

These “People and Workgroups” are located in the Directory.

Note: You will want to setup your Workgroups in the Directory.

Step 3 - Customize Your UC Client from Step 3 - Customize Your UC Client from “Options”“Options”

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When “Popup Notification” is activated this is what you see!

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You tell the system where you want your calls;

Link with your Outlook Schedule if you want;

Setup temporary locations;

Let the system redirect your calls!

Note: The System will Default to “In Office” and “Available” when it is installed until you change it.

STEP 4 - Manage Locations from UC ClientSTEP 4 - Manage Locations from UC Client

See “Web Client Menu” tosetup your Locations

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STEP 5 – Setup Workgroups from the DirectorySTEP 5 – Setup Workgroups from the Directory

Use “Tools” to “Add Workgroup”

Add the Users you want into the “Workgroup”

Create “Workgroups” and add Users for quick and easy access to your “buddies”;

You can have multiple “Workgroups”;

You can set the “Popup” Notification to be alerted when the status of anyone in your Workgroup changes.

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Company Directory

Contact Directory

User “Status”User “Presence”

“Work Group”

Directories

LAN Talk, Dial, & Text Message

Directory Access from UC ClientDirectory Access from UC Client

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LAN Talk - Secure Internal Messaging

Select the User you want Chat with

You can select a User from the Directory or enter their Extension number and open a “Chat Session”

Type your message and click “Send”

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“Text Messaging” to a Cell Phone

This feature sses “SMS Text Messaging” Protocols;

Each Cell Phone provider has it own Protocol, i.e.;

AT&T is the 10 Digit TelephoneNumber@txt.att.net;

Sprint PCS is 10 Digit Telephone Number@messaging.sprintpcs.com

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(See Below)

Click here for Listing

“Click” User

Open Instant Message “Chat Session”

Launch LAN Talk from the DirectoryLaunch LAN Talk from the Directory

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Originate Phone Calls

Dialing from the Dialing from the “Call Manager”“Call Manager”

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Click here for “Call History”

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Select from Call History

View Incoming and Outgoing

Call History

Call History from the Call History from the “Call Manager”“Call Manager”

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Select “Incoming” or “Outgoing” Call History

“Click” to Dial

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Manage Incoming Calls Retrieve while caller is

leaving a Message

Manage Incoming Calls from the Manage Incoming Calls from the “Call “Call Manager”Manager”

Dial from Outlook Contacts

Integrated with Outlook Integrated with Outlook “Contacts”“Contacts”

“Right Click” on Contact

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Dial from a Web Site

Highlight a Phone Number; Right Click

Mouse; “Click” to Dial!

Using any Application to DialUsing any Application to Dial

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Voice Mail

FAX

Email

Integrated with Outlook Integrated with Outlook “Inbox”“Inbox”

“Send” Faxes from your PC by “Printing to the “Fax” and following the Wizard!

FAX Document

Integrated Incoming/Outgoing “Integrated Incoming/Outgoing “Soft Fax”Soft Fax”

Print a Document to

the “Fax”

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Follow the Wizard Setup to

send the Fax.

“Click” to Play “Voice Mail”

Play your Voice Mail Messages on your PCPlay your Voice Mail Messages on your PC

Voice Mail

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You can even “Forward” it just like

any other Email

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“Listen” to your Email from your Cell Phone

““Listen”Listen” to Your Emails from any Phone to Your Emails from any Phone

Click the UC Icon Click the UC Icon to launch the to launch the

Client ManagerClient Manager

Launching the Web Client MenuLaunching the Web Client Menu

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Main Web Client MenuMain Web Client Menu

• First, Setup your Addresses, i.e. Cell PhoneFirst, Setup your Addresses, i.e. Cell Phone

•Next, Create, Modify, and/or Add LocationsNext, Create, Modify, and/or Add Locations

Use the Web Client to access and setup your system; Locations; Greetings; Accessibility Rules, and more…..

The system uses “Location Specific” settings to control everything;

You can link your “Availability” and “Status” to your Outlook Calendar if you choose, or you can use the “Web Client” Locations Calendar, or just change your Location and Status on the fly.

• Set or Change your Current LocationSet or Change your Current Location

• Setup your Greetings, and;Setup your Greetings, and;• Customize by LocationCustomize by Location

The Default Greetings will be here automatically, however, from here you can control what greeting is played based on your Location, and/or the Caller ID.

Main Web Client MenuMain Web Client Menu

Location Properties

• Setup unique Greetings for every Location; •Setup “Rules” and “Filters” based on incoming Caller ID, for who you want to reach you, and where;

• Establish rules to “Find You” based on Location Specific parameters;

• Assign your incoming calls to another person based on “Special Exceptions”;

• Allows you to manage what happens to every incoming call, based on Location you have chosen as the “Current Location”.

Main Web Client MenuMain Web Client Menu

There are so many features embedded in the UC Client that this guide is only intended to serve as a

primer and startup guide.

This guide is designed to provide you with a quick overview of the Unified Communications Client (UC) and the various setup and configuration options. The UC allows you control and management of your communications from the desktop and provides integration of all of your messaging into your Inbox, including faxes, emails, and voice messages. There is tremendous power embedded into this application and as such, a certain level of complexity. We recommend you experiment with the UC and learn for yourself the many capabilities. In the meantime, the attached pages provide a very brief overview of some of the capabilities.

For a Detailed User Guide go to: www.VergeNetwork.com/UC.htm

Just click on the little Blue Man to get started!