Lotus Sametime Unified Telephony Quick Start Web Seminar

IBM Unified Communications and Collaboration (UC²™)

© 2009 IBM Corporation

Lotus Sametime Unified Telephony Quick Start

Web Seminar

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© 2009 IBM CorporationSametime Unified Telephony Quick Start

Basic Sametime Unified Telephony concepts (without getting too technical)

What is a Unified Number?

What is Provisioning?

What happens when you are provisioned but haven’t installed the Sametime client?

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User experience goals and philosophy

Social experience; not simply recreating a keypad-centric experience on the PC

- Intimacy of participant pictures

- Drag and drop

Simple to use

- Immediacy of call and call functions: telephony functions a click away

- Manage your phone(s), phone contacts and how you can expect to be contacted

- Intuitive: minimize complexity of telephony infrastructure

Leverage what Lotus Sametime users do naturally every day

- Use presence to find people

- Use status and location to enrich presence

- Find Reach Collaborate!

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SUT use agenda

Preferred numbers

Making calls

- Calling a person (click to call)

- Calling a number (dialing a number)

Telephony presence

Receiving calls

In a call

- Call experience

- Call controls

Making rules

Managing phone contacts

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Preferred number display

Good to know: The phone that is displayed is the

device/number that will be used for your incoming and outgoing SUT calls.

The list of numbers available from the menu is a personally defined and managed set, unique to you (set in preferences – see slide 7).

You will automatically have your office phone and the Sametime Computer Phone listed by default.

The preferred number can be manually set by selecting from the list or automatically set via rules you create (in preferences – see slide 8).

Preferred Number display

List of personal Preferred Numbers

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Preferred number settings Good to know: Order of your preferred numbers

doesn’t matter – its simply a list of your devices and numbers that will be surfaced in the following situations:

- Incoming call options

- Transferring an active call to another device/number

- Manually setting your preferred number in the contact list

- Constructing rules for routing calls (you cannot remove a device that is active in a rule)

Don’t worry about format. Just make sure it’s a callable number.

Ring No Answer (seconds before incoming calls to this number times out) is made available for you to fine-tune idiosyncrasies inherent within telecommunication providers on the amount of time a device rings until it goes to voice mail.

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Making a call

Good to know: Different ways to make a call

- Right-click Call

- Use an option in ‘Call Options’ in contact list

- From a chat

- Quickfind

You call the person, we take care of the number:

- If you’re calling another SUT person, you’re calling their current preferred device

- If you’re calling someone else, SUT looks it up for you.

You can call someone who is offline on your contact list.

Enter a phone

number in QuickFind

Use any of the call options

available in the tool row

Right click and select ‘Call’ from

context menu

Start a chat and click the

telephone icon from the

tool row

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Calling a Number

Good to know: Formatting:

- For international calling:

• Calling outside your country requires you to do the same kind of formatting techniques you employ without SUT.

• In addition to the traditional formatting of international calls, SUT supports e.164 format (see appendix).

- For intra- and inter-office calling: use the same dialing method (5 or 9 digit calling) as you do without SUT

You can make and receive international or any other call, whether you are using one of your hard phones or your Sametime Computer Phone .

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Calling a Number

Good to know: Quickfind will show results from

numbers you’ve saved in your Phonebook and numbers you’ve called before.

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Telephony presence

Good to know: Telephony status is independent of

IM status.

‘On the phone’ appears when you are on a call that has been routed through the SUT system. Example:

- You will appear ‘On the Phone’ when the call is manually or automatically routed to your mobile phone.

- You will not appear ‘On the Phone’ when receiving a call directly to your mobile phone‘On the Phone’

status

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Receiving a call

Good to know: The incoming call notification adapts

the options and information according to what device is being targeted for that call.

You can turn off the incoming call notification (in preferences) – your phone will ring directly.

Your phone rings simultaneously with the notification.

Accept options include:

- Primarily: The targeted preferred number

- Secondarily: Your list of preferred numbers

Decline options include:

- Primarily: Send to Voice Mail (default). Voice Mail refers to your office voice mail system.

- Secondarily: Chat instead (if caller is online)

Caller is identified

Target device is identified

(along with audible ringing

feedback)

Accept options on

the left (preferred number is the default

target)

Decline capabilities on the right

Accept options on

the left (preferred number is the default

target)

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In a call

Good to know: Call window looks and acts the same

whether you’re using your hard phone or Sametime Computer Phone. Some features may vary according to phone being used.

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In a call

Good to know: Call control features may vary

according to:

- Preferred device you use for the call

- Number of people in the call

An easy way to invite someone to a call that’s already been started: drag their name from the contact list to the call UI.

Participant

Call Controls

Moderator

Call Controls

Mute/Unmute

Hold/Resume

Disconnect

Call transfer to another device

Call forward to another person

Call merge

Invite others

Mute one or all participants

Drop participant from call

End call for everyone

Adjust microphone volume for any participant

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Making rules

Good to know: Rules work with calls made to your

unified number.

The order the rules are listed matters! Rules are evaluated top to bottom. Person-based rules should be located near or at the top.

Personal rules can be created using some or all of the following attributes:

- IM Status

- Location

- Time/day

- Caller

You can assign a sequence of numbers for SUT to call (including your computer).

Rules work even when you are offline.

Time/day rules are specific to your timezone.

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Managing phone contacts

Good to know: Numbers you save in the phonebook

not only help you organize phone numbers, but also are used to help SUT to:

- ‘look up’ anyone you click-to-call

- Show in the QuickFind results whenever you enter a name or number

Kinds of numbers you can save to the phonebook:

- Personal contacts

- Conference bridge call-in number and passcode

You can show (and hence click-to-call) a phone contact in your contact list.

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Other tidbits

Good to know: Call history:

- Lists calls received, placed, missed

- Saves calls made in last 2 weeks

- Used to populate quickfind results when making a call

Video calls

- Video calls are 1-1

- Select ‘Start Video Call’ from call options in the contact list.

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Making an international callCalling a public number within my country (national call)

Calling a public network to other countries (international call)

My home location

Traditional e.164 format Traditional e.164 format

United States “1” plus 10 digit national number

“+” plus country code plus national number

“011” plus country code plus national number

“+” plus country code plus national number

Canada

UK “0” plus national number

“00” plus country code plus national number

Ireland

France

Germany

Any country National access code plus National number

International access code plus country code plus national number

The term E.164 refers to an internationally recognized global format for public telecommunications. The format consists of a 1-3 digit country code followed by a national number of up to 15 digits.

Lotus Sametime Unified Telephony Quick Start Web Seminar

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