IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM Corporation
Lotus Sametime Unified Telephony Quick Start
Web Seminar
2
IBM Unified Communications and Collaboration (UC²™)
© 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?
3
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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!
4
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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
5
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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
6
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.
7
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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
8
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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 .
9
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
Calling a Number
Good to know: Quickfind will show results from
numbers you’ve saved in your Phonebook and numbers you’ve called before.
10
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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
11
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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)
12
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.
13
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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
14
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.
15
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.
16
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.
17
IBM Unified Communications and Collaboration (UC²™)
© 2009 IBM CorporationSametime Unified Telephony Quick Start
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.