KX-NT700. Operating Instructions for Conferencing Phone Manager. IP Conferencing Phone. Model No.

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1 Operating Instructions for Conferencing Phone Manager IP Conferencing Phone Model No. KX-NT700 Thank you for purchasing this Panasonic product. Please read this document carefully before using this product and save for future use. KX-NT700: Version 2.1 or later Document Version 2010/02

2 Introduction Introduction Various Uses for Conferencing Phone Manager (CPM) CPM can be used to implement the following features: Video Conferencing By connecting CPM to a Panasonic Network Camera (sold separately), you can create a video conference by simply making a call. Long-distance meetings, enhanced with images as well as sound, can be held using CPM (see Page 51). Also, you can control the other party's camera to see where you want to see during the meeting (see Page 31). IP Network (Intranet) LAN USB The following conditions must be met to hold a video conference: The call must be between 2 parties over an IP line. CPM must be installed on both computers. Each network camera must be connected on the same LAN as the corresponding computer. Each network camera must be registered. 2 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

3 Introduction Sharing Applications Computer files, such as Microsoft PowerPoint presentations, can be viewed and edited by both parties during a call. Documents can be shared even if one party does not have a certain application, which allows you to create documents and meeting notes while a meeting is in progress. You can also visually share your desktop or the Whiteboard feature (see Page 53). IP Network (Intranet) LAN USB The following conditions must be met to share applications: The call must be between 2 parties over an IP line. CPM must be installed on both computers. Making Calls Using the Phonebook or Call History From your computer screen, you can access and make calls using the phonebook or call history. This allows you to search and edit phonebook entries easily. Programming the Unit You can program the unit from your computer (see Page 58). Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 3

4 Introduction Other Information Computer Screen Shots The operation for starting your computer is not explained in this manual. Microsoft product screen shot(s) reprinted with permission from Microsoft Corporation. Trademarks Microsoft, Windows, Outlook, and PowerPoint are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Intel and Pentium are trademarks of Intel Corporation in the U.S. and other countries. All other trademarks identified herein are the property of their respective owners. Notations The KX-NT700 is called the "unit" in this manual. Conferencing Phone Manager is abbreviated to "CPM" in this manual. In this manual, the suffix of each model number is omitted unless necessary. Network Bandwidth When holding a video conference and sharing applications at the same time, approximately 2Mbps (when using Motion JPEG) or 1Mbps (when using MPEG-4) of network bandwidth is required. MPEG-4 Visual License Conferencing Phone Manager is licensed under the MPEG-4 Visual patent portfolio license for the personal and non-commercial use of a consumer for (i) encoding video in compliance with the MPEG-4 Visual Standard ("MPEG-4 Video") and/or (ii) decoding MPEG-4 Video that was encoded by a consumer engaged in a personal and non-commercial activity and/or was obtained from a video provider licensed by MPEG LA to provide MPEG-4 Video. No license is granted or shall be implied for any other use. Additional information including that relating to promotional, internal and commercial uses and licensing may be obtained from MPEG LA, LLC. See MPEG-4 User License A software license for the MPEG-4 decoder is included with the Conferencing Phone Manager, and the license is valid for 1 PC. Please read the included End-User License Agreement before installing the Conferencing Phone Manager. When installing the Conferencing Phone Manager on additional PCs, please purchase additional licenses (Model No. BB-HCA5). 4 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

5 Table of Contents Table of Contents Before Using...7 Security Precautions...7 Data Security...7 Installing CPM...8 Installing CPM...8 Installing the USB Driver...9 Installing the USB Driver...9 Uninstalling CPM...10 Uninstalling CPM...10 Starting/Exiting CPM...11 Starting CPM...11 Exiting CPM...11 CPM Screens...12 Main Screen...12 Phonebook Screen...16 History Screen...18 Call Control Screen...21 Maintenance Screen...24 Unit Panel Screen...26 Understanding the Display...28 Function Buttons and Function Button Icons...29 Video Conference Screen...31 Switching between Network Camera Images...35 Making and Answering Calls...37 Making Calls...37 Making Calls Using an IP or TEL Line...37 Making Conference Calls...38 Answering Calls...39 Useful Features Available During a Call...41 Phonebook...42 Adding Entries to the Phonebook...42 Making Calls Using the Phonebook...44 Editing Entries...45 Erasing Entries...45 Transferring Phonebook Entries between Phonebooks...46 Backing Up the Phonebook...47 Using the Call History...48 Making Calls Using the Call History...48 Adding Entries to the Phonebook...48 Erasing...49 Filtering the Call History...50 Using with a Network Camera...51 Preparing for Use with a Network Camera...51 Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 5

6 Table of Contents Using with a Network Camera...52 Sharing Applications...53 Sharing Applications...53 Programming CPM...56 Changing the CPM's Settings...56 Types of CPM Settings...57 General...57 Automatic Application Sharing...57 Programming the Unit...58 Changing the Unit's Settings...58 Restarting the Unit...59 Types of Settings for the Unit...60 System Status Confirmation...60 Operation Mode...60 Basic Settings...61 Line Selection...62 TEL Settings...62 IP Network Settings...63 Signalling Protocol Settings...64 VoIP Settings...65 QoS Settings...65 System Options...66 Restart...66 Troubleshooting...67 Troubleshooting...67 General Use...67 Making and Receiving Calls...67 Phonebook...69 Programming...69 Video Conferencing...70 Application Sharing...70 Index Operating Instructions for Conferencing Phone Manager Document Version 2010/02

7 Before Using Before Using Security Precautions Data Security We recommend observing the security precautions described in this section, in order to prevent unauthorised access to your data. We cannot be responsible for damages resulting from the misuse of this product. Preventing Data Loss Make periodic backups of phonebook data to your computer. Preventing Data Disclosure Do not leave the computer in a location where it can be accessed or removed without authorisation. Store backups in a secure location. Do not store sensitive personal information on CPM. Do not leave the computer unattended while CPM is running. In the following situations, make a record of stored information (such as phonebook data) and uninstall CPM (see Page 10). Before disposing of the computer Before handing the computer over to a third party Before having the computer serviced This product stores personal data (such as phonebook and redial list data). In order to prevent data from being leaked or lost, make sure to erase all stored data before handing the computer to a third party for disposal or repair. Preventing Data Disclosure Over the Network To ensure the security of private calls, only use CPM on a secure network. To prevent unauthorised access, only use CPM on a network that is properly managed. Make sure all computers on the network employ up-to-date security measures. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 7

8 nstalling CPM Installing CPM Installing CPM System Requirements Supported operating systems Microsoft Windows XP operating system (all editions) Minimum hardware requirements CPU: 1.6 GHz Intel Pentium microprocessor (or a CPU of similar performance) Hard disk: 1 GB of available space RAM: 1 GB Installing Follow the procedure below to install CPM on your computer. 1. Insert the included CD-ROM into the computer's CD drive. 2. On the top page, click [Conferencing Phone Manager]. A dialogue box regarding [Setup.exe] is displayed. 3. Click [OK]. The folder containing [Setup.exe] is displayed. 4. Double-click [Setup.exe]. A window for selecting the language for installation. 5. Select the desired language and then click [OK]. The software install wizard is displayed. 6. Follow the on-screen instructions and install the CPM software. A dialogue box may be displayed that indicates the software has not passed Windows logo testing. This is normal. The software will not cause any difficulties with your operating system. Click [Continue Anyway] to proceed with installation. 7. Click [Finish]. If [Launch Conferencing Phone Manager] is checked, CPM will start. After installation is complete, a shortcut icon appears on the desktop. You can click this icon to start Conferencing Phone Manager. 8 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

9 Installing the USB Driver Installing the USB Driver Installing the USB Driver 1. Connect the included USB Cable to the USB port (A) of the unit, and to the USB port of the computer. A USB Notice Only use the included USB cable to connect the unit and the computer. A USB driver setup wizard is displayed. Click [Next] to install the USB driver. If the setup wizard is not displayed, set "Operation Mode" on the unit to "Peer to Peer" or "IP-PBX". See "Operation Mode" in the unit's Operating Instructions for more details on setting the operation mode. 2. Select [Install the software automatically (Recommended)] and then click [Next]. A dialogue box may be displayed that indicates the software has not passed Windows logo testing. This is normal. The software will not cause any difficulties with your operating system. Click [Continue Anyway] to proceed with installation. 3. Click [Finish]. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 9

10 Uninstalling CPM Uninstalling CPM Uninstalling CPM When you need to uninstall CPM, follow the procedure below. Note Uninstalling CPM erases all data stored in the phonebook and call history of CPM. Make a backup of all necessary information before uninstalling. 1. Click [Start] [All Programs] [Panasonic] [Conferencing Phone Manager] [Uninstall]. A confirmation dialogue box is displayed. 2. Click [Yes]. A dialogue box checking whether it's OK to erase the data in the phonebook and call history is displayed. 3. Click [Yes]. Uninstallation begins. When uninstallation is complete, a dialogue box is displayed. 4. Click [Finish]. 10 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

11 Starting/Exiting CPM Starting/Exiting CPM Starting CPM You can start CPM using any of the following methods. Using the shortcut icon Double-click the shortcut icon on your desktop. Exiting CPM You can exit CPM using the following method. Click in the upper-right corner of the window. From the [Start] menu Click [Start] [All Programs] [Panasonic] [Conferencing Phone Manager] [Conferencing Phone Manager]. Note CPM cannot be used when the unit's operation mode is set to [USB Audio]. See "Operation Mode" in the unit's Operating Instructions for more details on changing the operation mode. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 11

12 C P M S c r e e n s CPM Screens Main Screen When you start CPM the following screen is displayed. Notice If the settings for the unit are incomplete, the settings screen is displayed. Program the unit before proceeding (see Page 58). A B C D E Main Screen Explanation Status display and basic operations during a call Display Description This icon shows that you are on a call. See "Call Control Screen" (Page 21) for details about displayed icons. Displays the duration of the current call. 12 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

13 CPM Screens Display Description Moving the mouse pointer over this icon displays the unit's IP address or SIP extension number. When the operation mode is set to [IP-PBX], the SIP extension number is displayed. When the operation mode is set to [Peer to Peer], the IP address is displayed. Line selection combo box Select the type of line to use when making a call. IP TEL PS PC Dialling combo box Enter the telephone number/ip address of the destination you want to call. When [PS] or [PC] is selected, this list is disabled. You can also select a destination from the previously dialled destinations in the drop-down list. Make or answer call Used to make or answer calls. Making Calls (see Page 37) Answering Calls (see Page 39) End call Used to end a call. Making Calls (see Page 37) Answering Calls (see Page 39) Volume Click (increase) or (decrease) to adjust the following volumes: Ringtone volume Speaker volume during a call Adjusting the Ringer Volume (see Page 39) Adjusting the Speaker Volume (see Page 41) Mute microphone Used to turn off the microphone during a call so that the other party cannot hear your voice. The icon changes depending on whether this feature is on or off: : The mute feature is on. : The mute feature is off. Mute (see Page 41) Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 13

14 CPM Screens Compact screen button Click this button to only show the status display and basic operations during a call. Click again to return to the previous display. Screen switching tab Click a tab to switch to the corresponding screen. Tab Description Displays the Phonebook screen. Phonebook Screen (see Page 16) Displays the History screen. History Screen (see Page 18) Displays the Call Control screen. Call Control Screen (see Page 21) Displays the Maintenance screen. Maintenance Screen (see Page 24) Feature buttons Button Description Click to open the Video Conference screen. Video Conference Screen (see Page 31) Click to start sharing your computer's desktop or other applications. Sharing Applications (see Page 53) Click to start sharing the Whiteboard feature. Sharing the Whiteboard (see Page 53) Click to open the Unit Panel screen. Unit Panel Screen (see Page 26) 14 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

15 CPM Screens Basic settings Display Description The selected line type is displayed. You can change the line type from the drop-down list (see Page 15). Operation Mode and Line Selection The selected operation mode is displayed. You can change the operation mode from the drop-down list (see Page 15). Note It is necessary to restart the unit after changing the operation mode. The unit can be operated as a SIP extension of the PBX ([IP-PBX]), a peer to peer IP conferencing telephone ([Peer to Peer]), or a computer's USB audio device ([USB Audio]) depending on the operation mode. Each operation mode is compatible with the following line types: Operation mode Compatible line types IP + TEL IP-PBX IP + PS IP + PC IP + TEL Peer to Peer IP + PS IP + PC USB Audio Note When the unit's operation mode is set to [USB Audio], CPM cannot be used. See "Operation Mode" in the unit's Operating Instructions for more details on changing the operation mode. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 15

16 CPM Screens Phonebook Screen When you start CPM, the Phonebook screen is displayed. On this screen, you can view phonebook entries and perform the following operations: Make a call using the phonebook (see Page 44) Add a new phonebook entry (see Page 42) Edit a phonebook entry (see Page 45) Erase a phonebook entry (see Page 45) Transfer a phonebook entry to a another phonebook (see Page 46) A B C Phonebook Screen Explanation Operation buttons Button Description Make a call Click to call the selected phonebook entry. Making Calls Using the Phonebook (see Page 44) 16 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

17 CPM Screens Button Description Add Click to add a phonebook entry. Adding Entries to the Phonebook (see Page 42) Edit Click to edit a phonebook entry. Editing Entries (see Page 45) Delete Click to erase the selected phonebook entry. Erasing 1 Entry (see Page 45) Delete all Click to erase all phonebook entries. Erasing All Entries (see Page 45) Unit phonebook/outlook phonebook Click one of the buttons below to display the phonebook of the KX-NT700 (Unit phonebook) or a phonebook stored in Microsoft Outlook (Outlook phonebook). Button Description Click to display the Unit phonebook (see Page 42). Click to display the Outlook phonebook (see Page 43). CPM phonebook Entries registered in the CPM phonebook are displayed (Page 42). Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 17

18 CPM Screens History Screen On this screen, you can view the call history and perform the following operations: Make a call using the call history (see Page 48) Add a phonebook entry from the call history (see Page 48) Erase the call history (see Page 49) Filter the call history (see Page 50) A B History Screen Explanation Operation buttons Button Description Make a call Click to call the selected call history entry. Making Calls Using the Call History (see Page 48) Save to phonebook Click to save the selected call history entry in the phonebook. Adding Entries to the Phonebook (see Page 48) 18 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

19 CPM Screens Button Description Property Click to display the details of the selected call history entry. Call history display Delete Click to erase the selected call history entry. Erasing (see Page 49) Delete all Click to erase the whole call history. Erasing (see Page 49) Filter by Click to filter the call history according to the type of call. Filtering the Call History according to Call Type (see Page 50) Group by Click to group calls according to categories such as call duration or telephone number/ip address. Grouping the Call History according to Category (see Page 50) Display Description This icon shows received calls that were unanswered. This icon shows received calls that were answered. Type This icon shows made calls that were unanswered or when the other party's telephone was busy. This icon shows made calls that were answered. Name Number Start Time Duration Number Type The other party's name is displayed, when registered in the CPM phonebook. The other party's telephone number/ip address is displayed. The date and time when the call was made is displayed. The duration of the call is displayed. The type of number is displayed. The different types are as follows: [IP Address] [Phone Number (TEL)] [Phone Number (IP)] (SIP extension number) Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 19

20 CPM Screens Display Call Frequency Call Priority Description The number of times that calls were made or received is displayed. The priority of the phonebook entry in the CPM phonebook ([High], [Medium], or [Low]) is displayed. 20 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

21 CPM Screens Call Control Screen This screen is displayed when making or receiving calls. On this screen, you can view the status of the current call and perform the following operations: Answer a call (see Page 39) Create a 3-party conference call (see Page 38 and Page 39) Convert speech speed (see Page 41) Reduce mic noise (see Page 41) A B Call Control Screen Explanation Call status display Display Description This icon shows that a call is being made. This icon shows that a call is being received. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 21

22 CPM Screens Display Description This icon shows that you are on a call. This icon shows that the call has finished. This icon shows that the other party has put you on hold. This icon shows that you are on hold for a 3-party conference call. This icon shows that you are on a 3-party conference call. Operation buttons This icon shows that you are using the mute feature and cannot be heard by the other party. Mute (see Page 41) This icon shows that the call was rejected. Rejecting a Call (see Page 40) This icon shows that a call cannot be made for one of the following reasons: The other party's telephone is busy. The other party's number was not found. The other party has rejected the call. Button Description Make or answer call Click to make a call or answer an incoming call. Making Calls (see Page 37) Answering Calls (see Page 39) Conference Click to create a 3-party conference call during a call. Making Conference Calls (see Page 38) Receiving a Second Call (Call Waiting) (see Page 39) Reject call Click to reject an incoming call. Rejecting a Call (see Page 40) 22 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

23 CPM Screens Button Description End call Click to end the current call. Making Calls (see Page 37) Answering Calls (see Page 39) Speech Speed Setting Click to convert the speech speed during a call. The displayed icon changes depending on whether this feature is turned on or off. : The speech speed conversion feature is turned on ([Talk mode] or [Listening mode]). : The speech speed conversion feature is turned off. Speech Speed Conversion (see Page 41) MIC Noise Cut Setting Click to reduce mic noise and make your voice easier to hear. The displayed icon changes depending on whether this feature is turned on or off. : The mic noise reduction feature is turned on ([High] or [Low]). : The mic noise reduction feature is turned off. Mic Noise Reduction (see Page 41) Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 23

24 CPM Screens Maintenance Screen On this screen, you can perform the following operations: Configure CPM settings Configure the unit's settings Register a network camera Back up the phonebook Restore the phonebook Check version information Clear the dial history in the dialling combo box A Maintenance Screen Explanation List of maintenance operations Operation CPM program settings Description Click to change the settings of CPM. Changing the CPM's Settings (see Page 56) Unit settings Click to change the settings of the unit. Changing the Unit's Settings (see Page 58) 24 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

25 CPM Screens Operation Network Camera registration Backup phonebook Restore phonebook CPM Version Clear Quick Dial history Description Click to register a network camera for video conferencing. Registering a Network Camera (see Page 51) Click to back up data in the CPM phonebook or the Unit phonebook. Backing Up (see Page 47) Click to restore backed up phonebook data. Restoring (see Page 47) Click to check the software version of the CPM you are using. Click to erase the telephone numbers/ip addresses shown in the dialling combo box. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 25

26 CPM Screens Unit Panel Screen Click to display the screen below. To operate the Unit Panel screen, click on the desired button. See the unit's Operating Instructions for more details on the various operations. Unit appearance varies by country or area. KX-NT700C/UK/AL/NZ/BX/ML D E F G HI A B C J K L M N KX-NT700NE D E F G HI A B C J K L M N 26 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

27 CPM Screens KX-NT700RU D E F G HI A B C J K L M N Unit Panel Screen Explanation Button (Speakerphone Button) Used to make, answer, and end calls. Navigator/Volume Buttons ([ ] and [ ]) Used to scroll through the items displayed on the display, such as phonebook entries, programmable settings, etc. Also used to adjust the speaker volume during calls and the ringer volume. Button (Mute/Clear Button) Used to erase characters or numbers while storing a phonebook entry or making a call. Also used to mute the unit's microphones during a call. FLASH/R Button Used to operate optional telephone company services, such as call waiting, or PBX features, such as extension transfers. REDIAL/PAUSE/ Button Used to call a previously called party again or to enter a dialling pause. Display Used to display the status of the unit. Function Buttons ([F1], [F2], and [F3]) Used to select the functions that correspond to the icons shown on the bottom of the display. Used to minimise the window. Used to close the window and return to the Main screen. MIC NOISE CUT/ Button Used to reduce noise in the audio signal sent to the other party during a call. BACK Button Used to return to the previous screen. MENU Button Used to enter the programming menu or to return the unit to standby mode. ENTER Button Used to save or confirm information shown on the display. Playback Control Buttons Used to control playback when playing back recordings. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 27

28 CPM Screens Understanding the Display Standby Mode Phonebook A B C D E SD Icon Indicates that a compatible SD memory card has been inserted in the unit. USB Icon Indicates that a computer is connected to the USB port. Line Icon (IP, TEL, PS, PC, USB-AUDIO) Indicates which line will be used when a call is made. Function Button Icons Indicates the functions currently available when the function buttons are pressed. The icons displayed vary on the current state of the unit (e.g., the icons displayed when on a call are different from the icons displayed when storing an entry in the phonebook). Scroll Indicator Indicates that [ ] or [ ] can be pressed to display the previous or next item. 28 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

29 CPM Screens Function Buttons and Function Button Icons By pressing a function button ([F1], [F2], and [F3]) you can select the function displayed directly above it. In this document, function buttons ([F1], [F2], and [F3]) are referred to by their corresponding icons. In the example shown here, "Press PLAY ", "Press TEL ", or "Press " would indicate pressing [F1], [F2], and [F3], respectively. Function Button Icons Operation Icon Description Line Selection Starting and Ending Calls Phonebook TEL IP PS PC LINE ANSWER REJECT END CONF SPEED ADD EDIT CHAR ERASE Used to select the TEL line. Only displayed when the "Line Selection" setting is set to "IP + TEL". Used to select the IP line. Used to select the PS line. Only displayed when the "Line Selection" setting is set to "IP + PS". Used to select the PC line. Only displayed when the "Line Selection" setting is set to "IP + PC". Used to change the "Line Selection" setting. Used to answer an incoming call. Used to reject an incoming call. Used to make a call. Used to end the current call. Used to establish a conference call. Used to slow down the other party's speech while on a call. Used to open the phonebook. Used to add an entry to the phonebook. Used to edit a phonebook entry. Used to switch between alphabet entry mode and extended entry mode. Used to move the cursor to the left. Used to move the cursor to the right. Used to erase an entry in the phonebook. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 29

30 CPM Screens Operation Icon Description Recording and Playback Other REC PLAY STOP ERASE BACK SELECT SAVE YES NO FORMAT Used to start recording to the SD memory card. Used to play the selected recording. Used to stop recording. Used to rewind the current recording. Used to fast forward the current recording. Used to erase a recording. Used to return to the previous screen. Used to select the displayed item. Used to save any changes made while programming the unit. Used to accept the displayed item or proceed with the current operation. Used to decline the displayed item or cancel the current operation. Used to format an SD memory card. 30 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

31 CPM Screens Video Conference Screen When a call is established using an IP line, a separate, video conferencing screen is automatically displayed. If a network camera (sold separately) is set up in advance (Page 51), the camera's images are displayed on the screen. On this screen, you can perform the following operations: View network camera images and operate the network camera Share applications with the other party (see Page 53) Share the Whiteboard feature with the other party (see Page 53) Make calls (see Page 37) Answer calls (see Page 39) Adjust the volume (see Page 39 and Page 41) Use the mute feature (see Page 41) A B C D E F G H Note The displayed screen shot is an example. Video Conference Screen Explanation Camera Name Displays the name registered to the network camera. Full Screen Button Used to switch the screen to full screen mode. Call Duration Displays the duration of the current call. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 31

32 CPM Screens Operation buttons Button Description Click to make or answer calls. Making Calls (see Page 37) Answering Calls (see Page 39) Click to end a call. Making Calls (see Page 37) Answering Calls (see Page 39) Click (increase) or (decrease) to adjust the speaker volume during a call. Adjusting the Speaker Volume (see Page 41) Click to turn off the microphone during a call so that the other party cannot hear your voice. The icon changes depending on whether this feature is on or off: : The mute feature is on. : The mute feature is off. Mute (see Page 41) Camera operation panel (1) (2) (3) (1) Pan Scan/Tilt Scan Used to move the other party's network camera horizontally or vertically. The camera will return to its current position after moving. (2) Pan/Tilt/Home Position Used to move the other party's network camera up, down, left or right. Click the middle button to move the camera to its home position. (3) Zoom Used to zoom in or out using the other party's network camera. Feature buttons Button Description Click to switch between the Video Conference screen and the Main screen. 32 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

33 CPM Screens Button Description Click to open the network camera registration screen. If a network camera has already been set up, clicking this button reloads the image from the network camera. Registering a Network Camera (see Page 51) Click to start sharing the computer's desktop or other applications. Sharing Applications (see Page 53) Click to start sharing the Whiteboard feature. Sharing the Whiteboard (see Page 53) Images from the other party's network camera Click on the image area to move the camera and centre the image around that spot (Click and centering). Images from your own network camera Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 33

34 CPM Screens When the network camera is not registered When the network camera is not registered, the following screen is displayed when you start video conferencing. To register the network camera, click on the right side of the screen. The network camera registration screen is displayed (see Page 51). 34 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

35 CPM Screens Switching between Network Camera Images On the Video Conference screen, you can switch between network camera images as follows: Switch between the images of the other party's network camera and your own network camera. Switch your own network camera's images on and off. Switching between the images of the other party's network camera and your own network camera 1. Right-click on the image area and select [Switch Video]. 2. The display changes to show the images of your own network camera larger than the images of the other party's network camera. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 35

36 CPM Screens Switching your own network camera's images on and off 1. Right-click on the area of your own network camera's images on the bottom-right of the screen, and select [Hide Video]. 2. Your own network camera's images are hidden. To redisplay your own network camera's images, right-click on the image area and select [Show Video]. 36 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

37 aking and Answering Calls Making and Answering Calls Making Calls Right-click on the call status display and select [End call]. Making Calls Using an IP or TEL Line B C 1. Confirm that the desired operation mode is set in the [Operation Mode] drop-down list (A). See Page 15 for details on each operation mode. 2. Select the line type ([IP] or [TEL]) from the line selection combo box (B). 3. Enter the destination telephone number/ip address in the dialling combo box (C). For IP calls ([Peer to Peer] mode): Enter the IP address. For IP calls ([IP-PBX] mode): Enter the SIP extension number. For TEL calls: Enter the telephone number. 4. Click (D). You can also make a call in the following way: Click. D E A Note To make a call using the phonebook, see Page 44. To make a call with a Portable Station (PS) or computer connected to the unit, see "Using a Portable Station (PS) or Computer" in the unit's Operating Instructions. During the first 30 seconds of a TEL call, the unit adjusts itself for optimal sound quality. The time required varies depending on the condition of the telephone line and the audio characteristics of the room. During this time, sound may cut out or fade in and out. This is normal. The call length shown on the display is an approximation and may differ from the actual length of the call. Call charges accumulate after the called party answers. Entering Dialling Pauses When making calls on the TEL line, you can enter a dialling pause. If you enter "P" or "p" when entering a telephone number, the pause is stored along with the telephone number in the redial list. If you make a call from the redial list later, a pause is inserted where "P" or "p" was entered. The length of the pause can be set to 3 seconds or 5 seconds (default: 3 seconds) (see Page 63). Example: When entering "9" to access an outside line Speak in turns with the other party at the beginning of a conversation. The unit will adjust itself automatically for optimal sound quality. 5. Click (E) to end the call. You can also end a call in the following way: 1. Enter "9" (to access an outside line of a PBX). 2. Enter "P" or "p". Enter "P" or "p" multiple times to create longer pauses. An additional pause is inserted each time "P" or "p" is entered. 3. Enter the telephone number. 4. Click. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 37

38 Making and Answering Calls Making Conference Calls While on a call, you can make another call and establish a conference call (i.e., a 3-party call) including yourself and 2 other parties. You can establish a conference call using the following types of calls: 1 IP call and 1 TEL call 1 IP call and 1 PS call 1 IP call and 1 PC call 2 IP calls ([Peer to Peer] mode only) Note Before making a conference call, confirm that the desired line is selected in [Line Selection] (see Page 15). See Page 39 for details on answering a conference call. 1. Click during 2-party call. Ending a Conference Call 1. Select the status display (A) of the party you want to end a call with, and click (B). Note The call will continue with the remaining party. You can end a conference call with both parties simultaneously by selecting both status displays before clicking. B A The current call is put on hold. You can also put a call on hold in the following way: Right-click on the call status display and select [Begin Conference]. Click to return to the original 2-party call. 2. Select the desired line for the conference call from the line selection combo box. The call will be made via CPM, a PS, or a computer depending on the line chosen. 3. Click to start the conference call. You can also start a conference call in the following way: Right-click on the call status display of the third party and select [Begin Conference]. 38 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

39 Making and Answering Calls Answering Calls When a call is being received, the type of call being received is shown on the display. You can also reject a call by right-clicking on the status display of the incoming call and selecting [Reject Call]. A B The telephone number of the calling party will not be displayed even if calling using a line with Caller ID capabilities. 2. To end the call, click (B). 1. Click (A). You can also answer a call in one of the following ways: Click. Right-click on the status display of the incoming call and select [Answer Call]. Note During the first 30 seconds of a TEL call, the unit adjusts itself for optimal sound quality. The time required varies depending on the condition of the telephone line and the audio characteristics of the room. During this time, sound may cut out or fade in and out. This is normal. Adjusting the Ringer Volume You can select a ringer volume from four levels (including [Off]) by clicking (increase) or (decrease) when receiving a call or in standby mode. Off Low High Note To reject the incoming call, click. Receiving a Second Call (Call Waiting) While on a call, you can receive a second call, and then join the 2 calls to establish a conference call. While on an IP call, you can answer either an IP or TEL call. If the operating mode is set to [IP-PBX] mode, you can only answer a TEL call. While on a TEL, PS, or PC call, you can only answer an IP call. In order to use this feature, the [Call Waiting] setting (see Page 62) must be set to [Enable] (this is the default setting). When a second call is received, a call waiting tone will be heard (see Page 62). Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 39

40 Making and Answering Calls Confirming the caller then creating a conference call Ending a Conference Call 1. Click. The first call is put on hold, and you can talk to the second caller. 2. Click. B A 1. Select the status display (A) of the party you want to end a call with, and click (B). A conference call is created. You can also create a conference call in the following way: Right-click on the status display of the incoming call and select [Begin Conference]. Note The call will continue with the remaining party. You can end a conference call with both parties simultaneously by selecting both status displays before clicking. Creating a conference call without going on hold 1. Click. A conference call is created. Rejecting a Call 1. To reject a call, click. Note The current call is not affected. 40 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

41 Making and Answering Calls Useful Features Available During a Call Adjusting the Speaker Volume You can select a speaker volume from eight levels by clicking (increase) or (decrease) during a call. The volume levels are displayed as follows: Low High If your voice cannot be heard clearly by the other party during a call, click to decrease the speaker volume. This may make your voice easier to hear. Mute You can mute your voice during a conversation. Click to mute your voice so that the other party cannot hear you. To return to the conversation, click. Speech Speed Conversion You can reduce the speed of the other party's speech during a call. 1. Click during a call. If the other party speaks for more than 5 seconds without stopping, this feature will stop functioning. Once the other party stops talking for about 1 second, this feature will function again. The other party's speaking speed is slightly slower in [Listening mode] than in [Talk mode]. When this feature is turned off, the other party's speech may cut out briefly. Mic Noise Reduction You can reduce noise sent to the other party during a call. This feature is useful when making calls in an environment with a lot of ambient noise. 1. Click during a call. 2. Select the desired level from [High], [Low], or [Off]. Note The icon changes depending on the set level, as follows: : [High] or [Low] : [Off] The quality of the sound heard by the other party may decrease slightly while this feature is active, due to surrounding noise. 2. Select the desired mode and then click. [Talk mode]: Recommended for calls in which you and the other party are equally participating in the conversation. [Listening mode]: Recommended for calls in which the other party is speaking more, and you are listening. [Off]: Normal conversation speed. Note The icon changes depending on the set speed, as follows: : [Talk mode] or [Listening mode] : [Off] Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 41

42 honebook Phonebook Adding Entries to the Phonebook CPM contains 3 types of phonebooks. CPM phonebook: Phonebook entries are stored on CPM. Unit phonebook: Phonebook entries are stored on the unit. Outlook phonebook: Phonebook entries are stored in Microsoft Outlook. Adding Entries to the CPM Phonebook The CPM phonebook can store up to 300 phonebook entries. See Page 44 for details on making calls using the CPM phonebook. 1. Click. 2. Click. The adding screen can also be displayed in the following way: Right-click on the CPM phonebook display and select [Add]. The [Add Entry] dialogue box is displayed. 3. Enter a name (max. 256 characters). Only alphanumeric characters can be entered. 4. Select a type of number from the drop-down list. For an IP address, select [IP Address]. For a telephone number, select [Phone Number (TEL)]. For a SIP extension number, select [Phone Number (IP)]. 5. Enter an IP address, telephone number (max. 128 characters), or SIP extension number (max. 32 characters). 6. Select a [Priority]. Depending on the priority level of the entry, select [High], [Medium], or [Low] from the drop-down list. You can group entries according to their priority in the call history (see Page 50). 7. If necessary, enable [Private]. The privacy setting is used when viewing phonebook entries in Outlook. If entries with this setting enabled are forwarded to the Outlook phonebook, they will have the privacy setting enabled in Outlook. 8. Click [OK]. Note Both a telephone number and IP address cannot be stored in the same entry. Adding Entries to the Unit Phonebook The Unit phonebook can store up to 100 phonebook entries. See Page 44 for details on making calls using the Unit phonebook. 1. Click. 42 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

43 Phonebook 2. Click. The adding screen can also be displayed in the following way: Right-click on the Unit phonebook display and select [Add]. Adding Entries to the Outlook Phonebook The Outlook phonebook can store entries in the same way as the CPM phonebook and Unit phonebook. The maximum number of entries depends on the version of Outlook that you are using. See Page 44 for details on making calls using the Outlook phonebook. Note Compatible versions of Outlook are as follows: Microsoft Office Outlook 2003 Microsoft Office Outlook 2007 The [Add Entry] dialogue box is displayed. 1. Click. 2. Click. The Unit phonebook switches to the Outlook phonebook. 3. Click. The adding screen can also be displayed in the following way: Right-click on the Outlook phonebook display and select [Add]. 3. Enter a name (max. 16 characters). Only alphanumeric characters can be entered. 4. Select a type of number from the drop-down list. For an IP address, select [IP Address]. For a telephone number, select [Phone Number (TEL)]. For a SIP extension number, select [Phone Number (IP)]. 5. Enter an IP address, telephone number (max. 32 characters), or SIP extension number (max. 32 characters). 6. Click [OK]. Note Both a telephone number and IP address cannot be stored in the same entry. [Priority] and [Private] cannot be set in the Unit phonebook. The [Add Entry] dialogue box is displayed. 4. Enter a name. Only alphanumeric characters can be entered. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 43

44 Phonebook 5. Select a type of number from the drop-down list. For an IP address, select [IP Address]. For a telephone number, select [Phone Number (TEL)]. For a SIP extension number, select [Phone Number (IP)]. 6. Enter an IP address, telephone number (max. 128 characters), or SIP extension number (max. 32 characters). 7. If necessary, enable [Private]. The privacy setting is used when viewing phonebook entries in Outlook. Entries with this setting enabled will have the privacy setting enabled in Outlook. 8. Click [OK]. Note Both a telephone number and IP address cannot be stored in the same entry. [Priority] cannot be set in the Outlook phonebook. All entries are automatically set to [Medium] priority. To switch to the Unit phonebook, click. The IP address of entries with the number type set to [IP Address] will be saved in [Business 2] in Outlook. The telephone number of entries with the number type set to [Phone Number (TEL)] will be saved in [Business] in Outlook. The SIP extension number of entries with the number type set to [Phone Number (IP)] will be saved in [Other] in Outlook. Making Calls Using the Phonebook You can make a call to an entry in the phonebook in the following way: A 1. Click (A). 2. Select the entry (B) of the desired party. 3. Click (C). You can also make a call in one of the following ways: Double-click the entry (B) of the desired party. Right-click the entry (B) of the desired party and select [Make Call]. C B 44 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

45 Phonebook Editing Entries You can edit an entry in the phonebook in the following way: 1. Click. 2. Select the entry you want to edit. 3. Click. Erasing Entries You can erase entries in the phonebook in the following ways: Erasing 1 Entry 1. Click. 2. Select the entry you want to erase. 3. Click. You can also display the editing screen in the following way: Right-click the entry of the desired party and select [Edit]. The [Edit Entry] dialogue box is displayed. You can also erase an entry in the following way: Right-click the entry you want to erase and select [Delete]. 4. Edit the phonebook entry details. 5. Click [OK]. 4. Click [Yes]. Click [No] to quit without erasing the entry. Erasing All Entries 1. Click. 2. Click. You can also erase all entries in the following way: Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 45

46 Phonebook Right-click anywhere on the phonebook you want to erase and select [Delete All]. 3. Click [Yes]. Click [No] to quit without erasing the phonebook. Transferring Phonebook Entries between Phonebooks You can transfer a phonebook entry to another phonebook. Entries can only be transferred between the following phonebooks. CPM phonebook «Unit phonebook CPM phonebook «Outlook phonebook 1. Click. 2. Select the entry you want to transfer and drag and drop it into the destination phonebook. You can also transfer an entry in the following way: Right-click the entry you want to transfer, select [Send to] and select the destination phonebook. Note When transferring entries to the Unit phonebook, the following settings will not be transferred. [Priority] [Private] When transferring entries to the Outlook phonebook, the [Priority] setting will not be transferred. When transferring entries to the Unit phonebook, only up to 16 characters for the name and up to 32 characters for the telephone number will be transferred. 46 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

47 Phonebook Backing Up the Phonebook You can back up phonebook data and store it on your computer. You can also restore backed up data to a phonebook. 4. Click [OK]. A confirmation dialogue box is displayed. 5. Click [Yes]. Note Only the CPM phonebook and Unit phonebook can be backed up. Backing Up 1. Click. 2. Click [Backup phonebook]. The [Save Phonebook] dialogue box is displayed. 3. Select a location to save the data. 4. Select which phonebook(s) to back up. [CPM Phonebook]: Backs up the CPM phonebook. [Unit Phonebook]: Backs up the Unit phonebook. 5. Click [OK]. Restoring 1. Click. 2. Click [Restore phonebook]. The [Restore Phonebook] dialogue box is displayed. 3. Select the data you want to restore. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 47

48 Using the Call History Using the Call History Making Calls Using the Call History You can make a call using the call history on the History screen. The following types of calls can be used to make a call. Calls made Calls received on an IP line Adding Entries to the Phonebook You can add call history entries to the CPM phonebook. Creating a New Entry 1. Click. 2. Select the entry that you want to add. You can only select one entry at a time. 3. Click. A B C You can also add an entry in the following way: Right-click the entry of the party you want to add and select [Add to Phonebook]. 1. Click (A). 2. Select the entry (B) of the party you want to call. 3. Click (C). You can also make a call in one of the following ways: Double-click the entry (B) of the party you want to call. Right-click the entry (B) of the party you want to call and select [Make Call]. Note Up to 300 entries can be displayed in the call history. 4. Click [Create New Entry]. The [Add Entry] dialogue box is displayed. 5. Enter the required information (see Page 42). When adding a made call entry, the telephone number/ip address is automatically displayed. When adding a received call entry, the telephone number/ip address for calls from an IP line only is automatically displayed. 6. Click [OK]. Adding to an Existing Entry You can update CPM phonebook entries using information from the call history. Doing so overwrites the name and telephone number/ip address of the existing entry. 1. Click. 2. Select the call history entry that you want to add. You can only select one entry at a time. 48 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

49 Using the Call History 3. Click. 4. Click [Update Current Entry]. The [Update Entry] dialogue box is displayed. 5. Select the phonebook entry that you want to overwrite. When adding a made call entry, the telephone number/ip address is automatically displayed. When adding a received call entry, the telephone number/ip address for calls from an IP line only is automatically displayed. 6. Click [OK]. Erasing 1. Click. 2. Select the entry that you want to erase. 3. Click. You can also erase an entry in the following way: Right-click the entry of the party you want to erase and select [Delete]. 4. Click [Yes]. Erasing the Whole Call History 1. Click. 2. Click. You can also erase all entries in the following way: Right-click anywhere on the call history and select [Delete All]. 3. Click [Yes]. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 49

50 Using the Call History Filtering the Call History Filtering the Call History according to Call Type 1. Click. 2. Click. 3. Select the type of calls that you want to display. [All]: All calls are displayed. [Incoming Missed Calls]: Received calls that were unanswered are displayed. [Incoming Received Calls]: Received calls that were answered are displayed. [Outgoing Answered Calls]: Made calls that were answered are displayed. [Outgoing Unanswered Calls]: Made calls that were unanswered or when the other party's telephone was busy are displayed. address, telephone number, or SIP extension number). [Number]: Calls are grouped according to the number of the other party. [Name]: Calls are grouped according to the name of the other party stored in the phonebook. [Call Frequency]: Calls are grouped according to the total number of times that a call has been made/received. [Call Direction]: Calls are grouped according whether they are made calls or received calls. [Call Priority]: Calls are grouped according to the priority of the phonebook entry. Grouping the Call History according to Category You can display calls according to the call type specified in the call type filter ( ) as well as other categories. 1. Click. 2. Click. 3. Select the category of calls that you want to display. [None]: The whole call history is displayed. [Type]: Calls are grouped according to call type (Incoming Missed Calls, Incoming Received Calls, Outgoing Answered Calls, or Outgoing Unanswered Calls). [Start Time]: Calls are grouped according to date (today, yesterday, day of week, last week, 2 weeks ago, or 3 weeks ago). [Duration]: Calls are grouped according to call duration (less than 30 minutes, less than 1 hour, less than 2 hours, less than 3 hours, or over 3 hours). [Number Type]: Calls are grouped according to the number type of the other party (IP 50 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

51 Using with a Network Camera Using with a Network Camera Preparing for Use with a Network Camera You can connect a network camera (sold separately) to the same LAN as your computer to create a video conference. The images from both the other party's and your own network camera can be displayed on one screen during the video conference (see Page 31). Compatible models (Panasonic Network Cameras) BB-HCE481 BB-HCM581 BB-HCM100 BB-HCM701 BB-HCM110 BB-HCM705 BB-HCM311 BB-HCM715 BB-HCM331 BB-HCM735 BB-HCM371 BL-C1 BB-HCM381 BL-C101 BB-HCM403 BL-C111 BB-HCM511 BL-C121 BB-HCM515 BL-C131 BB-HCM527 BL-C140 BB-HCM531 BL-C160 BB-HCM547 BL-C210 BB-HCM580 BL-C230 IMPORTANT Video conferencing using a network camera is not available when making a call on a TEL line, PC line, or PS line. Video conferencing using a network camera is only available for 2-party calls. For 3-party calls, a video conference can be created between the call originator (first party) and the first participant (second party). In that situation, you can have an audio conversation with the third party. You can create a video conference with the third party once the original call with the second party has finished. Connecting a Network Camera Ensure that the network camera is connected to the same LAN as your computer. LAN IP Network (Intranet) LAN USB See your network camera's documentation for more details on network camera settings and connections. Registering a Network Camera To use a network camera in a video conference, it is necessary to register the network camera in advance, as follows: 1. Click. 2. Click [Network Camera registration]. The [Network Camera registration] dialogue box is displayed. 3. Enter your network camera's IP address, video codec, port number, user name, and password. Note When [MPEG-4] is selected for [Video Codec], it is necessary to configure the network camera to allow MPEG-4 images to be viewed. When [MotionJPEG] is selected for [Video Codec], you can obtain your network Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 51

52 Using with a Network Camera camera's IP address and port number automatically by following the procedure below. 1. Click [Search]. A list of up to 10 network cameras connected to the LAN is displayed in the [Choose Network Camera] dialogue box. 2. Select the desired network camera and click [Choose]. The selected network camera's IP address and port number are displayed in the [IP Address] and [Port Number (MotionJPEG)] fields. 4. If necessary, set [Get Network Camera information from a Unit when CPM starts]. If the checkbox is checked Network camera settings are automatically obtained from the unit when CPM is started. Settings registered on CPM are overwritten by the settings obtained from the unit. If the checkbox is unchecked Network camera settings are not obtained from the unit when CPM is started. Settings registered on CPM are used for video conferencing. 5. Click [OK]. A confirmation dialogue box is displayed to check whether it is OK to save the stored network settings on the unit. Click [Yes] to save the settings to the unit. Click [No] to not save the settings to the unit. Using with a Network Camera Before using CPM with a network camera, it is necessary to connect a network camera (sold separately) to the same LAN as your computer, and register the network camera (see Page 51). Creating a Video Conference 1. Make a call to the other party using an IP line (see Page 37). The [Video Conference] screen is displayed. Note If the Video Conference screen is not displayed when making a call, or if you closed the screen once, click on the right side of the Main screen. 52 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

53 Sharing Applications Sharing Applications Sharing Applications You can share your computer's desktop and various applications with the other party, when making a call on an IP line. IMPORTANT You cannot share applications during a call on a TEL line, PC line, or PS line. Some applications cannot be shared, depending on the type of application. Application sharing is only available for 2-party calls. For 3-party calls, applications can be shared between the call originator (first party) and the first participant (second party). In that situation, you can have an audio conversation with the third party. You can share applications with the third party once the original call with the second party has finished. Sharing Applications You can share applications, such as PowerPoint, with the other party during a call. Follow the procedure below to share an application. 1. Make a call to the other party (see Page 37). 2. Start the application you want to share. 3. Click. The sharing settings dialogue box is displayed. 4. Select the application that you want to share from [Share Programs], and click [Share]. 5. Click [Close]. The shared application is displayed on the other party's screen. Note If you click [Allow Control] in the sharing settings dialogue box, the other party can operate the shared application. If you don't click it, the shared application can only be viewed. If you check the [Share in true color] checkbox in the sharing settings dialogue box, the shared application will be displayed on the other party's screen in the same colours as your own screen. The shared application can only be saved on your own computer. Sharing your Computer's Desktop Follow the procedure below to share your computer's desktop with the other party. 1. Make a call to the other party (see Page 37). 2. Click. The sharing settings dialogue box is displayed. 3. From [Share Programs], select [Desktop], and then click [Share]. 4. Click [Close]. Your computer's desktop is displayed on the other party's screen. Note If you click [Allow Control] in the sharing settings dialogue box, the other party can operate your desktop. If you don't click it, the desktop can only be viewed. If you check the [Share in true color] checkbox in the sharing settings dialogue box, the desktop will be displayed on the other party's screen in the same colours as your own screen. Sharing the Whiteboard You can work on a task in real time with the other party by using the Whiteboard feature. Follow the procedure below to share the Whiteboard feature with the other party. 1. Make a call to the other party (see Page 37). Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 53

54 Sharing Applications 2. Click. The [Whiteboard] screen is displayed. Whiteboard Feature Screen 3. Save the data. Follow the procedure below to save data. 1. From the File menu, click [Save] or [Save As]. 2. If you clicked [Save As], enter a file name and click [Save]. IMPORTANT If you are using the Whiteboard feature during a 3-party call, make sure to close the Whiteboard feature before anyone leaves the call. You cannot continue using the Whiteboard feature or share any applications when going from a 3-party call to a 2-party call. Note The Whiteboard feature data is saved on your own computer and the other party's computer. It is necessary to set up Microsoft Netmeeting in order to open the saved data. A Colour Palette B Tool Palette Button A B C Description Selector Tool Used to select/move graphics or text etc. Eraser Tool Used to erase drawn graphics etc. Text Tool Used to enter text. Highlighter Tool Used to highlight text. Pen Tool Used to draw graphics etc. Line Tool Used to draw straight lines. Unfilled Rectangle Tool Used to draw empty squares etc. Filled Rectangle Tool Used to draw squares etc. filled with the selected colour. Unfilled Ellipse Tool Used to draw empty circles etc. Filled Ellipse Tool Used to draw circles etc. filled with the selected colour. 54 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

55 Sharing Applications Button Description Zoom Tool Used to zoom in to a certain part of the whiteboard. Remote Pointer Tool Used to draw the other party's attention to a certain part of the whiteboard. Lock Contents Tool Used to prevent the other party from overwriting the current data. Synchronize/Unsynchronize Tool Used to create a page separate from the page being shared. Select Area Tool Used to paste a screen shot of a specific area of your desktop onto the whiteboard. Drag your mouse over the desired area and release the mouse button to copy the screen shot to the whiteboard. Select Window Tool Used to paste a screen shot of a specific window onto the whiteboard. Ensure that the window you want to paste is the front window before using this tool. C Page Palette Button/ Icon Description First Page Displays the first page. Previous Page Displays the previous page. Current Page The page number is displayed. Next Page Displays the next page. Last Page Displays the last page. Insert New Page Adds a new page. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 55

56 Programming CPM Programming CPM Changing the CPM's Settings You can view and change the CPM's settings. 1. Click. 2. Click [CPM program settings]. The feature settings screen is displayed. 3. Change the settings as required (see Page 57). 4. Click [OK]. You will return to the Maintenance screen. To close the screen without changing any settings, click [Cancel]. 56 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

57 Programming CPM Types of CPM Settings The various types of CPM settings are listed here. General Setting and Description Available Settings Default Setting Language Select the language for CPM. Minimise to tray Specify what happens when the Main screen is minimised. When the checkbox is checked When in the upper-right corner of the screen is clicked, CPM is minimised to the task tray. To redisplay the screen, double-click When the checkbox is unchecked When in the task tray. in the upper-right corner of the screen is clicked, CPM is minimised to the task bar. To redisplay the screen, click in the task bar. Deutsch English(UK) English(US) Español Français Français(C) Italiano Nederlands Português PУCCКИЙ УКPAΪHCЬКA checked or unchecked Varies by the selection made for the [Program Language] setting during installation. unchecked Automatic Application Sharing Setting and Description Available Settings Default Setting Enable Automatic Application Sharing Set whether the Video Conference screen is displayed when making a call using an IP line. When the checkbox is checked The Video Conference screen is displayed when a call is established on an IP line. When the checkbox is unchecked The Video Conference screen is not displayed when a call is established on an IP line. To display the Video Conference screen, click on the right side of the Main screen. checked or unchecked checked Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 57

58 Programming the Unit Programming the Unit Changing the Unit's Settings You can view and change the unit's settings from CPM. 1. Click. 2. Click [Unit settings]. The feature settings screen is displayed. To close the screen without changing any settings, click [Cancel]. Note If you change a setting that requires restarting the unit, a confirmation message is displayed. To make the change, click [Yes] and restart the unit. The following settings require restarting the unit. Operation Mode IP Network Settings Signalling Protocol Settings QoS Settings VoIP Settings (SIP Signalling Port Number only) 3. Click one of the setting categories on the left side of the screen. Detailed settings are displayed on the right side of the screen. 4. Change the settings as required (see Page 60). 5. Click [OK]. You will return to the Maintenance screen. 58 Operating Instructions for Conferencing Phone Manager Document Version 2010/02

59 Programming the Unit Restarting the Unit 1. Click. 2. Click [Unit settings]. The feature settings screen is displayed. 3. Click [Restart] on the left side screen. 4. Click [Restart] on the right side screen. A confirmation message is displayed. To restart the unit, click [Yes]. Document Version 2010/02 Operating Instructions for Conferencing Phone Manager 59

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