mobility 4.5 blackberry user guide

8/2/2019 Mobility 4.5 Blackberry User Guide

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ShoreTel Inc.960 Stewart Dr.Sunnyvale, CA 94085http://www.shoretel.com

Revision C, Last updated May 10, 2011

Br i ll i an t ly s im pleTM

R

Ve rs i on 4 . 5

Ro a m A n y w h e r e Us er s Gu i d ef o r B l ack B e r r y


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Version 4.5 RoamAnywhere Users Guide i i i

Contents

Ch a p t e r 1 O v er v i e w . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

About the Agito Networks RoamAnywhere Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Ch a p t e r 2 I n s t a ll i n g t h e Ro a m A n y w h e r e D i al e r A p p l ic at i o n . . . . . . . . . . . . . . . . . . . . . . . .5

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Setting Up a WiFi Access Point on Your Mobile Device . . . . . . . . . . . . . . . . . . . . . . . . . .6Creating a Bookmark for the RoamAnywhere Dialer Location . . . . . . . . . . . . . . . . . . . 8Installing and Provisioning the RoamAnywhere Dialer Application. . . . . . . . . . . . . . . 8

Installing the RADialer using the RoamAnywhere Mobility Router URL . . . . . . . 8Installing the RADialer using the BlackBerry Desktop Manager . . . . . . . . . . . . . .10Provisioning Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Reprovisioning After Initial Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Getting RoamAnywhere Dialer Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Uninstalling RoamAnywhere Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Ch a p t e r 3 Ge t t i n g St a r t e d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Using the RoamAnywhere Dialer User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Ch a p t e r 4 M a n a g i n g Ca l l s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Accepting or Declining a Call While on Another Call. . . . . . . . . . . . . . . . . . . . . . . .27

Accepting Calls when the BlackBerry is Password Locked . . . . . . . . . . . . . . . . . . .27Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Placing a Call While on an Active Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Placing Calls Using Directory Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Placing Calls when the BlackBerry is Password Locked . . . . . . . . . . . . . . . . . . . . 29

Managing Ringers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Managing Personal Dial (Dual Persona TM) Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Enabling Personal Dial Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31


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Contents

Version 4.5 RoamAnywhere Users Guide v

Ch a p t e r 6 M a n a g i n g Se c u r e Re m o t e A cc es s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating a WiFi Access Point on Your Mobile Device. . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating a Preferred Data Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Verifying that Secure Remote Voice Is Enabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Verifying that Secure Enterprise Services Are Enabled . . . . . . . . . . . . . . . . . . . . . . . . 70

Ch a p t e r 7 Se a r ch i n g t h e Co r p o r a t e Di r e c t o r y U si n g Ro a m A n y w h e r e D i a le r . . . . . . 71

Using the Corporate Directory outside of the Enterprise . . . . . . . . . . . . . . . . . . . . . . . .72Searching the Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Placing a Call Using Directory Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73 Viewing Additional Information for a Directory Query Match . . . . . . . . . . . . . . . .73 Adding a Directory Query Match to Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Ch a p t e r 8 Ch a n g i n g Ro a m A n y w h e r e D i a l er P r ef e r e n c es . . . . . . . . . . . . . . . . . . . . . . . . . . .77

Changing General Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Changing Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79Changing Advanced Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81Uploading Logs to the ShoreTel Mobility Router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Enabling Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Uploading Logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

APN Setting on BlackBerry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Ch a p t e r 9 Tr o u b l e sh o o t i n g . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85


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Contents

v i RoamAnywhere Users Guide Version 4.5


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1

Version 4.5 RoamAnywhere Users Guide 1

1Overview

This guide shows you how to download and install, configure, and use theRoamAnywhere Dialer application. Use RoamAnywhere Dialer to make and receive callson your mobile device, and use the RoamAnywhere User Portal to manage how and

when you receive calls on the device.

This chapter contains the following sections:

About the Agito Networks RoamAnywhere Solution on page 2

Related Documentation on page 4

Documentation Conventions on page 4

N o t e : The following devices do not support Voice over WiFi nor

B la c k B e r r y 8 3 3 0B la c k B e r r y 8 8 3 0B la c k B e r r y To u r 9 6 3 0B la c k B e r r y S t o r m

VoIP over Cellular Data.


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Overv i ewAbout the Agito Networks RoamAnywhere Solution1

2 RoamAnywhere Users Guide Version 4.5

Abou t t he Ag i to Ne tw orks RoamAnyw here So lu t ion Agito Networks brings enterprise Voice over Internet Protocol (VoIP), WiFi, and cellulartogether to do the following:

Reduce cellular costsIncrease in-building coverage

Increase the visibility and control of mobile communications

The Agito Networks RoamAnywhere solution is composed of the following components:

RoamAnywhere Mobility RouterThe RoamAnywhere Mobility Router is aplatform for Mobile Convergence. The Mobility Router provides seamless,location-based handover for voice and data as you roam between WiFi and on thecellular networks.

The Mobility Router extends the key features of the enterprise PBX to enable

you to have one enterprise phone number, one voice mail box, and one caller ID. Additionally, you also benefit from productivity-enhancing features, such asenterprise directory lookup and extension dialing, to enhance your mobilecommunications experience.

The RoamAnywhere solution is designed to maximize the use of the enterprise WiFi network when in the office, employing the routing intelligence to handover a call to the cellular network as you walk out of the building. Additionally, if you are on a cellular call and you walk into the building, the routing intelligencehands over the call from the cellular network to the WiFi network seamlessly.

The Mobility Router also hosts the following:

RoamAnywhere Administration PortalAllows administrators to easily configure, manage, monitor, and troubleshoot the RoamAnywhere Mobility Router.

RoamAnywhere User PortalAllows you to customize your callingexperience to better control communication based on various factors,including time of day, calling filters, and your location.

RoamAnywhere client application, enabling a secure, adaptive provisioning processthat allows you to easily connect to the enterprise.

RoamAnywhere DialerThis application is designed to become the primary dialer interface after installation. You can make and receive calls using themobile devices native dialing behavior. You have access to native Log, nativeContacts, and advanced calling features such as Bluetooth, voice dialing, andspeed dialing. The RoamAnywhere Dialer extends key features of the enterprisePBX to enable you to make and receive calls as you would on the enterprise desk phone. The RoamAnywhere Dialer can do the following:

Transfer calls to your desk phone or another phone number.

Originate ad-hoc conference calls.


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Overv i ewAbout the Agito Networks RoamAnywhere Solution 1

Access enterprise and cellular voice mail.

If configured by the system administrator, you can place and receive callsusing Secure Remote Voice when connected to a remote WiFi network. Youcan also use secure enterprise services when connected to a remote WiFinetwork or cellular packet-data network if your system administrator hasconfigured access for your account.


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Overv i ewDocumentation Conventions1


Rela ted Docum ent a t ionPublications in the RoamAnywhere solution documentation suite include the following:

Roam An yw here Mobility Rou ter A dm inist ra tors Gu ide

Roam An yw here Users Guide (this docum en t)

Roam An yw here Quick Reference Car d

Roam An yw here Solution Plat form Su pp or ta bility

Roam An yw here Solution Relea se N otes

Docum en ta t i on Conven t ionsThis guide uses the following advisory notices:

I MPORTANT Indicates information that you need to pay special attention to.

NOTE Indicates supplementary information.

Con v en t i on Usag e

This guide uses the following text conventions:

Bo l d t ex t Highlights user interface elements that you selecton your mobile device or computer.

Monospace text Specifies text that you type.

It alic text Specifies variables that you need to replace, or

highlights document titles or words with specialemphasis.

M e n u > Co m m a n d Specifies a menu item that you select.


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2


2I n st al l in g t h e Ro am An y w h e re

Diale r Appl i ca t ion

This chapter provides instructions about how to install RoamAnywhere Dialer andcontains the following sections:

Before You Begin on page 6

Setting Up a WiFi Access Point on Your Mobile Device on page 6

Creating a Bookmark for the RoamAnywhere Dialer Location on page 8

Installing and Provisioning the RoamAnywhere Dialer Application on page 8

Reprovisioning After Initial Installation on page 15

Getting RoamAnywhere Dialer Updates on page 15

Uninstalling RoamAnywhere Dialer on page 17


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I n s t a l l i n g t h e R oa m A n y w h e r e D i a le r A p p l i ca t i o nSetting Up a WiFi Access Point on Your Mobile Device2


Befor e You BeginBefore you install RoamAnywhere Dialer, you will need:

A data connection (WiFi or cellular packet-data). For more information on WiFi

connections, see Setting Up a WiFi Access Point on Your Mobile Device ..If applicable, your credentials (used for authentication) for the WiFi accesspoint. (This information is necessary if you need to set up a WiFi access point on your mobile device.)

If applicable, security mode used by the access point (for example, WPA or WPA2)

RoamAnywhere Mobility Router IP address, local or remote, or fully qualifieddomain name (FQDN).

Username and password required for authentication with the Mobility Router.

Enterprise phone number or extension.

Contact your system administrator if you have questions about the information that you need for installation.

A functioning SIM card is in the mobile device on which you want to installRoamAnywhere Dialer.

The devices time, date and time zone must be set before provisioningRoamAnywhere Dialer.

Set t ing Up a WiFi Access Poin t on Your Mobi leDevice

When WiFi is enabled on your mobile device, it scans for available WiFi networks in thearea. If the mobile device has never connected to an enterprise WiFi network, choose theenterprise WiFi network when prompted to connect to a WiFi network. Depending onthe WiFi network, you might need to provide the appropriate security key to connect tothe network.

After the mobile device is connected to the WiFi network, verify that the WiFiconnection icon appears on the mobile device.

If the mobile device did not detect the WiFi network that you want to connect to, youneed to manually add the WiFi network on your mobile device. For moreinformation, see the documentation for your mobile device.

The following instructions may differ slightly on your BlackBerry model.


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I n s t a l l i n g t h e Ro a m A n y w h e r e D i a le r A p p l i ca t i o nSetting Up a WiFi Access Point on Your Mobile Device 2

If you do not have a WiFi access point already set up on your mobile device, you must setup at least one enterprise WiFi access point before installing RoamAnywhere Dialer.

Before setting up a WiFi access point on your mobile device, make sure that you have thefollowing information:

Name of a WiFi access point in your enterprise network

Credentials for the WiFi access point (used for authentication with the access point)

Security mode used by the WiFi access point (for example, WPA or WPA2)

To set up a WiFi access point on your mobile device, use the following procedure. Formore information about setting up a WiFi access point, see your mobile devicesdocumentation.

To set u p a WiFi access po in t on you r m obile device:

1 From the Home screen, select the B la c k B e r r y b u t t o n > M a n a g e Co n n e c t i o n s> Se t Up Wi -F i Ne t wo r k .

NOTE If using a Hidden Network, contact Agito Networks Customer Support.

2 Read the information and select Nex t .

3 Select S ca n fo r N e t w o r k s .

4 Select the appropriate network .

5 Select Nex t .

6 In the Secu r i t y Typ e field, select the appropriate authentication method for your WLAN infrastructure.

7 Enter the appropriate authentication key, if required.

NOTE If you are unsure which form of authentication, data encryption or network key to use, contact your network administrator.

8 Click Co n n e c t > N e x t .

9 If an automatic connection has not been established, choose the WLAN you justadded and click C o n n e c t .

NOTE When you are configuring the WiFi settings for the enterprise SSID that you will utilize for voice calls, you must enable the Allow inter-access point handoveroption which is disabled by default. This is required to enable AP-to-AP roaming while walking through your office. If this is not enabled then you will encounterexcessive roaming to cellular while inside the enterprise.

1 0 Select B la c k B e r r y b u t t o n > M a n a g e Co n n e c t i o n s > W i -F i Op t i o n s

1 1 Select the appropriate Wi-Fi Connection > E d i t .

1 2 Check Al lo w i n t e r -a c c e s s p o i n t h a n d o v e r.


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I n s t a l l i n g t h e R oa m A n y w h e r e D i a le r A p p l i ca t i o nInstalling and Provisioning the RoamAnywhere Dialer Application2


Crea t ing a Bookm ark fo r t h e RoamAnyw here Dial e rLocat ion

Performing this procedure is optional. Creating a browser bookmark enables you to

easily download RoamAnywhere Dialer inthe future; you do not need to create a bookmark before downloading and installing RoamAnywhere Dialer.

To create a bookmark for the RoamAnywhere Dialer location:

1 On your mobile device, press the Menu key.

2 Select the browser.

3 In the Address field, enter the URL to RoamAnywhere Dialer on the Mobility Router, using one of the following formats:

http:// Mobility-Router-address /d

where Mobility -R ou ter-add ress is the IP address or fully qualified domain name(FQDN) of the Mobility Router.

Examples of URLs include http://10.11.12.13/d or http://sj.example.com/d.

4 Press the B la c k B e r r y b u t t o n .

5 Scroll to Ad d B o o k m a r k and click.

6 Select Ad d .

I n s t a l l i ng and Prov i s ion ing t he RoamAnyw here

Dialer Appl ica t ion You can download and install the RoamAnywhere Dialer using either of the followingmethods:

Use a direct URL link to the RoamAnywhere Mobility Router. Follow the procedurein Installing the RADialer using the RoamAnywhere Mobility Router URL onpage 8 .

Use the Desktop Manager. Follow the procedure in Installing the RADialer usingthe BlackBerry Desktop Manager on page 10 .

I ns ta l l ing th e RADia le r using th e RoamAnyw here Mobi l i tyRout er URL

1 Start a Web browser and access the RoamAnywhere Dialer by entering the URL of the Mobility Router in the following format:

http:// Mobility-Router-address /d


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I n s t a l l i n g t h e Ro a m A n y w h e r e D i a le r A p p l i ca t i o nInstalling and Provisioning the RoamAnywhere Dialer Application 2

where Mobility -R ou ter- ad dress is the IP address or fully qualified domain name of theMobility Router (for example, http://10.11.12.13/d or http://sj.example.com/d).

Do one of the following:

If your mobile device is listed on the page, select the version number link.

If your mobile device is not listed on the page, select the link h e r e to view the images for all the supported devices.

2 Select D o w n l o a d when prompted to download RoamAnywhere Dialer.

3 Before proceeding with the provisioning, exit from the RADialer application. Selectthe check box for S e t a p p l ic a t io n p e r m i s s io n s .

4 Scroll to D o w n l o a d and select it. A window pops up showing the permissions.


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1 0 RoamAnywhere Users Guide Version 4.5

5 Press the B la c k B e r r y b u t t o n > S a v e .

6 The image downloads to the My Documents directory on your mobile device and isinstalled.

7 Proceed to Provisioning Configuration Settings on page 12 .

8 Reboot the device if prompted.

I ns ta l l ing t he RADia le r us ing th e BlackBerry Desk topManager

NOTE If there is an older version of RADialer on the phone you will need to removethat version first before proceeding.

1 Copy the radialer.alx and radialer.cod files onto a PC that has BlackBerry DesktopManager.

2 Launch Desktop Manager.

3 Select Ap p l i ca t i o n Lo ad e r .

4 In the Ad d / R e m o v e P r o g r a m s window, click S t a r t .

5 Browse for the radialer.alx file and double-click to select.

6 Scroll through the list of applications and verify that RADialer is selected (checked).Click Nex t .

7 Click Fi n i sh .

8 Before proceeding with the provisioning, exit from the RADialer application. Selectthe B la c k B e r r y b u t t o n > C lo s e .


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Version 4.5 RoamAnywhere Users Guide 1 1


9 Press the B la c k B e r r y b u t t o n > Se t t i n g s > O p t i o n s .

1 0 Go to Ad v a n c e d O p t i o n s > A p p l ic a t io n s .

1 1 Select RADialer , press the B la c k B e r r y b u t t o n > E d i t P e r m i ss io n s .

1 2 Set all permissions to Allow . Press the B la c k B e r r y b u t t o n > Save .

1 3 If the image is not signed, read the confirmation message, and select Ye s .

1 4 Reboot the device if prompted.

1 5 Proceed to Provisioning Configuration Settings on page 12 .


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Prov is ion ing Conf igu ra t ion Se t t ings

1 Before proceeding with the provisioning procedure, make sure that you know yourMobile/SIM phone number: This information is required.

2 Make sure that the device is connected to your WiFi network prior to proceeding.The WiFi icon on the Home screen displays (white).

a If correctly connected to the cellular data network using a non-3G device, the word EDGE is lit in all caps (lower case indicates there is no data connection).From the Home screen, select M a n a g e Co n n e c t io n s > M o b i le N e t w o r k O p t i o n s and select ON .

b If correctly connected to the cellular data network using a 3G device, the word3 G with the BlackBerry symbol are displayed. From the Home screen, selectM a n a g e Co n n e c t i o n s > M o b i l e Ne t w o r k O p t io n s and select ON .

3 From the Home screen, press the B la c k B e r r y b u t t o n > D o w n l o a d s > A gi t o R AClien t .

4 Read and Accept the E m e rg e n c y Ca l l Wa r n i n g page to continue. If this warningis rejected, the RADialer exits.

5 In the Mobility Router Address field, type the IP address or fully qualified domainname (FQDN) of the RoamAnywhere Mobility Router.

An example of an IP address is 10.1.2.3, and an example of an FQDN isserver1.example.com.

6 In the U s e r n a m e field, type your username. The username is usually the username you use to log in to your corporate network. If your system administrator hascreated a local user account for you on the Mobility Router, use that username from

the administrator.7 In the P a s s w o r d field, type the password for your user account. If you entered your

corporate username, enter the password you use to log in to the corporate network.If you entered a local username, enter the password for that user account. See youradministrator for the password for the local user account.

8 Select R e m o t e p r o v is i o n i n g R e q u i r e d to remotely provision the device. Do notselect this field (uncheck) to provision locally.

9 Select Nex t .


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NOTE If local provisioning settings are not accurate, the device will be unable tocontact the server. In this case, a prompt asks if you want to provision remotely.Select Yes to go to the next screen to enter the remote provisioning credentials. SelectNo to return to the previous screen.

1 0 If remotely provisioning the device, enter the public IP address in the R e m o t eS e r v e r I P field. Enter the R e m o t e S e r v er P o r t . The default port number is 443.

1 1 Select Nex t .

1 2 In the M o b i le N u m b e r field, verify that your phone number is correct. If not, typethe phone number of your mobile device.

This is the cellular phone number, using all numbers and no special characters (forexample, 4085551515).

NOTE You do not need to include the country code.

1 3 In the E n t e r p r i s e E x t e n s i o n field, type your enterprise extension, which istypically the internal extension of your enterprise phone number. The enterpriseextension must be an extension of at least four digits. Type only digits, and do notuse special characters (for example, 4442).

1 4 In the E n t e r p r i se F u l l N u m b e r field, type your the full 10-digit enterprisenumber.

1 5 Select S u b m i t .

1 6 Read the introductory message, and do one of the following:

Select OK to automatically restart the device and enable RoamAnywhere Dialerfeatures.

Select Can ce l to install RoamAnywhere Dialer, but not enable features untilrestarting the device.


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After the mobile device restarts, you might be prompted to assign a phone number for which you can directly access cellular voice mail. During the installation process, if thisphone number cannot be obtained, you are prompted to provide one. If the number wasobtained, you are not prompted.

After the restart, you are automatically prompted to assign a preferred WiFi connectionfor RoamAnywhere Dialer. This preferred connection is a WiFi network that you wantRoamAnywhere Dialer to initially use for network connectivity.

You can change the preferred WiFi connection or add other wireless networks aspreferred connections. For more information, see Changing Network Preferences onpage 79 .


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I n s t a l l i n g t h e Ro a m A n y w h e r e D i a le r A p p l i ca t i o nGetting RoamAnywhere Dialer Updates 2

Reprov i sion ing Af t e r I n i t i a l I n s t a l l at i on After installing RoamAnywhere Dialer, you can reprovision the mobile device. You donot need to reprovision unless you get a new mobile device, or if your RoamAnywhereuser account gets deleted from the Mobility Router.

The mobile device can be reprovisioned when connected to the enterprise WiFi network.

If your RoamAnywhere user account is configured to access secure enterprise services, you can also provision while connected to a remote WiFi network or a cellularpacket-data network.

NOTE Connect the device to the BlackBerry Internet Service (BIS) or theBlackBerry Enterprise Server (BES). Use the BES to control all permission settingslocally on the device itself. Please see your System Administrator to verify yourdevice is BES-connected.

To reprovision the mobile device, from the RoamAnywhere Dialer main screen, select

B la c k B e r r y b u t t o n > R e - P r o v i s io n . Follow the same initial installation procedure.

Get t ing Roam Anyw here Dia ler Updat esRoamAnywhere Dialer is updated using the following methods:

When your mobile device is connected to the enterprise WiFi network or registeredto use secure enterprise services, upon restart, RoamAnywhere Dialer automatically checks for any software updates on the Mobility Router.

While connected to the network, the client periodically checks for updates.

To manually check for updates, from the RoamAnywhere Dialer Home screen, selectO p t i o n s > Ch e c k f o r U p d a t e s .

If there is a software update available for RoamAnywhere Dialer on the Mobility Router, you see a popup alerting you that an update is available.

NOTE When the upgrade alert is displayed, if you choose to cancel the upgrade, thealert does not display again until RoamAnywhere Dialer restarts.

Depending on the version of RoamAnywhere Dialer that you have installed and whatnew RoamAnywhere Dialer version is available, you might be required to upgrade your

version or choose whether to upgrade. If you are prompted to install a required upgrade, you must upgrade. If you do not, RoamAnywhere Dialer exits.

To get RoamAnywhere Dialer updates:


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I n s t a l l i n g t h e R oa m A n y w h e r e D i a le r A p p l i ca t i o nGetting RoamAnywhere Dialer Updates2


1 When prompted to install the latest version of RoamAnywhere Dialer, do one of thefollowing:

If the prompt indicates that the upgrade is required, select Ye s to upgrade tothe latest software. Go to Step 2.

If the prompt indicates that the upgrade is recommended or asks whether you want to upgrade, select one of the following:

Ye s Upgrade to the latest software. Go to Step 2.

No You do not want to upgrade. The Phone screen becomes active again.

2 RADialer downloads the new version and then uninstalls itself. Select OK to reboot. After the reboot, the new version is automatically installed and you are asked toreboot again. Select Ok .

3 RoamAnywhere Dialer is now updated.

4 To manually check for RoamAnywhere Dialer updates, select B la c k B e r r y b u t t o n> Ch e c k f o r U p d a t e s .

If a new version of RoamAnywhere Dialer is found, a prompt appears, asking whether you would like to upgrade to the new version.

If no new version is found, a message stating that you have the latest version of RoamAnywhere Dialer appears. Select OK .


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I n s t a l l i n g t h e Ro a m A n y w h e r e D i a le r A p p l i ca t i o nUninstalling RoamAnywhere Dialer 2

Unin s ta l l ing Roam Anyw here Dia lerTo uninstall RoamAnywhere Dialer:

1 From the Home screen on the BlackBerry Bold, select the B la c k B e r r y b u t t o n >

O p t i o n s > Ad v a n c e d O p t i o n s > Ap p l i ca t i o n s .2 Scroll down to Agito R A Clien t .

3 Select the B la c k B e r r y b u t t o n .

4 Select Del e t e .

5 When prompted to confirm the deletion, select Ye s .

You receive a message that you need to restart the device. Select OK .

6 When prompted to reboot the mobile device, select OK .

The mobile device reboots. RoamAnywhere Dialer has been uninstalled.


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I n s t a l l i n g t h e R oa m A n y w h e r e D i a le r A p p l i ca t i o nUninstalling RoamAnywhere Dialer2



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3


3Get t ing St a r t ed

The RoamAnywhere Dialer integrates with the dialer for your mobile device. You makeand receive calls as you normally would, but you also have access to PBX features,enabling you to use your mobile device as you would use your desk phone.

Before you start placing calls and configuring RoamAnywhere Dialer, read this chapterto familiarize yourself with how RoamAnywhere Dialer is integrated with your mobiledevice.


Using the RoamAnywhere Dialer User Interface on page 20


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Get t i ng S t a r t edUsing the RoamAnywhere Dialer User Interface3


Using t he RoamAnyw here Dial e r User I n t e r f aceThe following are the RoamAnywhere Dialer-specific components of the main screen:

NOTE The presence of the VoIP registration icon indicates that VoIP is available but

does not guarantee that all calls are made and received using the WiFi network. TheRoamAnywhere solution determines whether to route a call using WiFi or CellularData networks based on the signal strength of the enterprise WiFi network and otherparameters, even if VoIP is available.

When the RoamAnywhere Dialer is active, press the B la c k B e r r y b u t t o n to see thefollowing options:

P r e f e r e n c e s Set General, Network, and Advanced settings forRoamAnywhere Dialer.

Cal l Se t t in gs Set RoamAnywhere Call Settings including call forwarding, donot disturb and transfer to desk.

Co n n e c t / D is c o n n e c t Wi -F i Connect or disconnect from the enterprise.

P e r s o n a l D ia l When enabled, allows you to place the next call directly overthe cellular network, with the phone number of the SIM as the caller ID. Thisoption toggles between B u s i n e s s D i a l and P e r s o n a l D ia l .

Voice Mai l Access cellular and enterprise voice mail.

D i r e c t o r y Q u e r y Search for a user in the corporate directory.

Ad d t o C o n t a c t s Add a user to the contact list.

Re-Pro v i s i o n After initially installing the RoamAnywhere Dialer, you do not

need to reprovision unless you get a new mobile device.Ch e c k fo r u p d a t e s When your mobile device is connected to an enterpriseaccess point, you can check for RoamAnywhere Dialer software updates on theMobility Router.

A b o u t Get version information about RoamAnywhere Dialer.

H e l p Access help about RoamAnywhere Dialer.

NOTE The RoamAnywhere solution determines whether to route a call using VoIP based on the signal strength of the enterprise WiFi network and other parameters,even if VoIP is available.

F a v o r i t e s View your favorite contacts in alphabetical order.


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Get t i ng S t a r t edUsing the RoamAnywhere Dialer User Interface 3

The following are the RoamAnywhere Dialer-specific components of the main screen:

NOTE The presence of the VoIP registration icon indicates that VoIP is available butdoes not guarantee that all calls are made and received using the WiFi network. TheRoamAnywhere solution determines whether to route a call using WiFi or CellularData networks based on the signal strength of the enterprise WiFi network and otherparameters, even if VoIP is available.

When the RoamAnywhere Dialer is active, press the B la c k B e r r y b u t t o n to see thefollowing options:

P r e f e r e n c e s Set General, Network, and Advanced settings forRoamAnywhere Dialer.

Cal l Se t t in gs Set RoamAnywhere Call Settings including call forwarding, donot disturb and transfer to desk.

Co n n e c t / D is c o n n e c t Wi -F i Connect or disconnect from the enterprise.

P e r s o n a l D ia l When enabled, allows you to place the next call directly overthe cellular network, with the phone number of the SIM as the caller ID. Thisoption toggles between B u s i n e s s D i a l and P e r s o n a l D ia l .

Voice Mai l Access cellular and enterprise voice mail.

D i r e c t o r y Q u e r y Search for a user in the corporate directory.

Ad d t o C o n t a c t s Add a user to the contact list.

Re-Pro v i s i o n After initially installing the RoamAnywhere Dialer, you do notneed to reprovision unless you get a new mobile device.

Ch e c k fo r u p d a t e s When your mobile device is connected to an enterpriseaccess point, you can check for RoamAnywhere Dialer software updates on theMobility Router.

A b o u t Get version information about RoamAnywhere Dialer.

H e l p Access help about RoamAnywhere Dialer.

Secure Remote Voice icon

Secure Enterprise Services icon

RoamAnywhere Dialer icon

Yourextension

Calledparty


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F a v o r i t e s View your favorite contacts in alphabetical order.


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Get t i ng S t a r t edUsing the RoamAnywhere Dialer User Interface 3

Table 3-1 lists the RoamAnywhere Dialer icons.

Ta b l e 3 - 1 . Ro a m A n y w h e r e D ia l er I c o n s

I co n N am e Descr ip t i on

RoamAnywhere Dialer RoamAnywhere Dialer main icon.

VoIP Registration Mobile device is registered, allowing you to make andreceive VoIP calls using the enterprise WiFi network.

Enterprise Services Mobile device is able to use Enterprise Services, suchas directory query.

Cellular Data Indicates this is a VoIP over Cellular Data call.

WiFi network Indicates the call is on the WiFi network.

Cellular network Indicates the call is on the cellular network.

Cellular network call

Indicates an outgoing or incoming call is routeddirectly over the cellular network without goingthrough the business/enterprise (for example, a call isplaced with Personal Dial enabled).

Conference call Indicates a conference call is active.

Forwarding Indicates that call forwarding is enabled.

Do Not Disturb Indicates that Do Not Disturb (DND) is enabled.

Voice mail Indicates an enterprise voice mail message.


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Secure VoIP Registration Mobile device is registered, allowing you to securely

make and receive VoIP calls (Secure Remote Voice(SRV)) using the remote WiFi network.

Secure EnterpriseServices

Mobile device is able to use Secure EnterpriseServices (SES), such as directory query, homelocations, and voice mail indicator.

Outgoing call placed Indicates that you are placing a call.

Outgoing call connected Indicates that an outgoing call has been connected.

Hold Indicates that a call is on hold.

Incoming call Indicates that a call is coming in.

Mute Indicates the call is muted.

Ta b l e 3 - 1 . Ro a m A n y w h e r e D ia l er I c o n s ( c o n t i n u e d )

I co n N am e Descr ip t i on


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4


4Managin g Cal ls

With RoamAnywhere Dialer, you can manage calls as you normally would. The phonescreen becomes active when a call is received or placed and the in-call options display.For example, you can place a call on hold and take another call, switch between activecalls, transfer calls to another number or your desk phone, access enterprise and cellular

voice mail, and make ad-hoc conference calls.

In-call options display on the bottom of the screen as shown in Figure 4-1 .

Fi g u r e 4 - 1 . I n - Ca l l O pt i o n s


Receiving Calls on page 27

Placing Calls on page 28

Managing Ringers on page 30

Managing Personal Dial (Dual PersonaTM) Mode on page 30

Using Contacts and Call Log to Place Calls from RoamAnywhere Dialer on page 32

Making Emergency Calls on page 33

Using the Loudspeaker on page 34

Muting a Call on page 35


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M anag i ng Ca l l s4


Placing an Active Call on Hold on page 36

Switching Between Calls on page 37

Transferring Active Calls on page 38

Managing Conference Calls on page 39

Changing the Network Used While on an Active Call on page 41

Ending an Active Call on page 42

Accessing Voice Mail on page 42

How Outgoing Cellular Calls Are Listed in Your Bill on page 44

Changing Call Settings on page 45


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M anag i n g Ca l l sReceiving Calls 4

Receiving CallsIf RoamAnywhere Dialer features are enabled, the RoamAnywhere Dialer icon displays

when there is an incoming call. You also see an icon indicating whether the call is a VoIPor cellular call.

AnswerPress the green Call key.

IgnorePress the red En d key.

Accept ing or Decl in in g a Cal l Wh ile on Anot her Cal l

You can take a call while on another call as you normally would. While you are on a call,the screen and call waiting tone indicate that there is another incoming call. To answerthe incoming call, press the Call (green) key. The first call that you were on is put onhold, and the incoming call becomes the active call. For information about how to switch

between calls, see Switching Between Calls on page 37 .

NOTE If you are on a WiFi call and receive a cellular call, the cellular call is routedto voicemail.

To decline the incoming call, press the red En d key.

Accept ing Cal ls w hen t he BlackBerr y is Passw ord Locked

The password for the BlackBerry device must be the same password used for theRoamAnywhere Dialer for the Dialer to accept the call. If you set a password to lock theBlackBerry and do not set the same password for the RoamAnywhere Dialer, the Dialerremains locked and incoming calls are answered on the native BlackBerry dialer.

NOTE If there is no password set for the BlackBerry native dialer, theRoamAnywhere Dialer password setting must also remain empty.

Enter the native BlackBerry dialer password on RoamAnywhere Dialer using thefollowing steps:

1 Press the B la c k B e r r y b u t t o n > P r e f e r e n c e s > G e n e r a l .

2 Scroll to S ys t e m P a s s w o r d .

3 Enter the same password that was entered for the BlackBerry native dialer.


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M anag i ng Ca l l sPlacing Calls4


Placing Call sTo make a call with RoamAnywhere Dialer, proceed as you normally would to make acall. You can also use the RoamAnywheres Contacts and Log lists to make calls.

If you are using RoamAnywhere Dialer to make a call over the cellular network, the callis initially routed to the enterprise before being placed to the number you are calling.

The following types of calls are not routed through the enterprise:

Emergency calls (for example, 911 in the United States or 112 in European Unioncountries).

Direct call number defined in server dial plan (for example, 411).

Calls with numbers starting with an asterisk (*) or the pound sign (#) (for example,*646# to check remaining cellular plan minutes).

Personal-mode calls (calls placed with Personal Dial mode enabled and to contacts

marked as Personal-Dial contacts).

Calls to cellular voice mail.

You cannot place or receive enterprise calls while you are on a call that is not routedthrough the enterprise.

To m a k e a c a ll :

1 With the RoamAnywhere Dialer main screen active, enter the phone number you want to call.

2 Press the green Call key.

Placing a Cal l W hile o n an Act ive Cal l

You can make another call while on an active call by doing the following:

1 Select H o l d to put the first call on hold.

Fi gu r e 4 - 2. H ol d

2 Select the keypad, enter the new number and select Call .


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M anag i n g Ca l l sPlacing Calls 4

NOTE If you are on a call using the enterprise network and enter the direct callnumber defined in server dial plan number (for example, 411) or a phone numberthat starts with an asterisk (*) or pound sign (#), the call on the enterprise network is dropped.

Calls to non-routable three-digit numbers (such as 911, 411, N11) or numbersstarting with an asterisk or pound sign are placed directly using the cellular network and not routed through RoamAnywhere Dialer. You cannot simultaneously have anenterprise network call and a call routed directly through the cellular carriersnetwork on the mobile device.

If you have an active call and a call on hold, you can switch between the calls. For moreinformation about switching between active calls, see Switching Between Calls onpage 37 .

For information regarding making a call using the Presence feature, refer to Calling aBuddy While On Another Call on page 61

Placing Cal ls Using Director y Query

For information about how to place a call using a match from a directory query, seePlacing a Call Using Directory Query on page 73 or Calling a Buddy on page 61 .

Placing Cal ls w hen t he BlackBerr y is Passw ord Locked

To lock the RoamAnywhere Dialer using a password, you must enter the same passwordused for the native BlackBerry client. You must also select the option to allow outgoingcalls while the BlackBerry is locked.

NOTE If you set a password to lock the BlackBerry and do not set theRoamAnywhere Dialer password with the same characters, RoamAnywhere Dialerremains locked.

NOTE If there is no password set for the BlackBerry native dialer, theRoamAnywhere Dialer password setting must be empty.

Enter the native BlackBerry dialer password on RoamAnywhere Dialer using thefollowing steps:

1 From the BlackBerry Home screen, press the B la c k B e r r y b u t t o n > S e t t in g s >O p t i o n s .

2 Scroll to and select P a s s w o r d .

3 Scroll to Al lo w Ou t g o i n g Ca ll s Wh i le Lo ck ed and select Ye s .

4 Press the B la c k B e r r y b u t t o n > S a v e .

5 Press the B la c k B e r r y b u t t o n > C lo s e .

6 Press the B la c k B e r r y b u t t o n > R o a m An y w h e r e D i a le r.

7 Press the B la c k B e r r y b u t t o n > P r e f e r e n c e s > G e n e r a l .


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M anag i ng Ca l l s4


8 Scroll to S ys t e m P a s s w o r d .

9 Enter the same password that was entered for the BlackBerry native dialer.

1 0 Press the B la c k B e r r y b u t t o n > S a v e .

NOTE Placing a call when the device is password locked displays a popup showingDevice i s locke d . Scroll to and select Place Cal l to continue. The native dialerdisplays momentarily before RoamAnywhere Dialer displays.

Managing Ringer sBy default when on the cellular network, the standard BlackBerry ringer is heard when aa call is received. When on the WiFi network, the normal ringer and vibrate mode aresupported. Consult your BlackBerry Smartphone documentation for instructions onhow to change your ringer settings.

Managin g Personal Dial ( Dual Persona TM) Mo d eBy default, when you place a call with your mobile device while running RoamAnywhereDialer, the call is routed through the enterprise (business), and the caller ID for yourmobile device is your enterprise phone number. Calls routed through the enterprise give

you access to one enterprise phone number, enterprise PBX features, and other featuressuch as conference calling and transfer-to-desk-functionality.

There might be occasions on which you want to place a call that is not routed throughthe enterprise and uses the phone number of the SIM card of your mobile device.

The RoamAnywhere Dialer supports the Dual Persona feature, enabling P e r s o n a l D ia l mode. This feature allows you to place calls directly over the cellular network (notrouted through the enterprise) and use the phone number associated with the SIM cardof your mobile device as the caller ID. This allows you to switch between using yourmobile device for personal use and for business without exiting the RoamAnywhereDialer application.

For example, if your enterprise phone number is 919-8000, this number is used as thecaller ID when you make phone calls that are used in B u s i n e s s D i a l mode. If the phonenumber of your SIM card is 555-4442, when you place a call with P e r s o n a l D ia l modeenabled, the caller ID used is 555-4442, and the call is directly placed over the cellularnetwork.

NOTE When you enable P e r s o n a l D ia l mode, it stays in effect until B u s i n e s sDi a l mode is selected.


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M anag i n g Ca l l s 4Enabl in g Personal Dial Mode

By default, Personal Dial mode is disabled. To enable Personal Dial mode, select theB la c k B e r r y b u t t o n > P e r s o n a l Di a l . The personal icon appears on the screen toindicate that Personal Dial is enabled.

After enabling P e r s o n a l D ia l mode, place a call as you normally do withRoamAnywhere Dialer.

For information about accepting calls when the mobile device is locked, see AcceptingCalls when the BlackBerry is Password Locked on page 27 .

Enabl in g Busin ess Dial Mode

Select the B la c k B e r r y b u t t o n > B u s i n e s s D i a l .

Specify in g Cont acts as Personal Cont acts

If there are people that you call often with Personal Dial mode enabled, you can addthese contacts to a group named Agito Personal. The Agito Personal group is accessibleas one of the groups in Contacts. When you call anyone in the Agito Personal group, thecall is always placed with Personal Dial mode enabled.

NOTE You must have at least one contact for this procedure to function correctly.

To create a personal group:

1 From the Home screen, select Co n t a c t s > B la c k B e r r y b u t t o n .

2 Scroll to N e w Gr o u p .

3 Enter Agito Personal.

4 Scroll to and select N o C o n t a c t s .

5 Select Ad d M e m b e r .

6 Choose and select a member.

Personal Dial modeenabled


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M anag i ng Ca l l sUsing Contacts and Call Log to Place Calls from RoamAnywhere Dialer4


7 Press the Select button again and select S a v e G r o u p .

Usin g Con t acts an d Call Log t o Place Cal ls f r om

Roam Anyw here Dia ler You can use the Contacts and Call Log on your mobile device in conjunction withRoamAnywhere Dialer.

To make calls from Contacts and Log using the enterprise network, you must have a SIMcard in the mobile device. If your mobile device does not have a SIM card, you cannotuse Contacts or Log to make calls using the enterprise WiFi network, but you can makecalls using the enterprise WiFi network if you dial the number from within theRoamAnywhere Dialer main screen. You can also still make emergency calls if there isno SIM card in the mobile device, provided that your cellular carrier supports thisfunctionality.

Using Cont acts t o Place Calls

Access Contacts as you normally would, select the name of the contact and press thegreen Call button.

Using Call Log t o Place Calls

From the RoamAnywhere Dialer main screen, press the green Call button to view thecall log. Select a contact and press the green Call button again.


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M anag i n g Ca l l sMaking Emergency Calls 4

Makin g Em erg ency Cal lsTo make a call to an emergency number, dial the emergency number as you normally

would. Calls placed to emergency numbers are not routed through the enterprise.

If you are on a call using the enterprise WiFi network and make a call to an emergency number, the non-emergency call is dropped.

You can also make emergency calls if there is no SIM card in the mobile device if yourcellular service provider supports this feature.


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M anag i ng Ca l l sUsing the Loudspeaker4


Using t he Loudspeaker While you are on an active call, you can turn on the loudspeaker.

I MPORTANT Do not hold the mobile device to your ear while the loudspeaker is

activated.To activate the loudspeaker, select the S p e a k e r option.

To deactivate the loudspeaker and continue the call using a handset, selectH a n d s e t and resume speaking holding the device to your ear as normal.


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M anag i n g Ca l l sMuting a Call 4

Mut ing a Cal l While you are on an active call, you can mute your line so that the other party cannothear you.

To mute a call, select M u t e .

To unmute a call, select U n - M u t e .


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M anag i ng Ca l l sPlacing an Active Call on Hold4


Placing an Act ive Cal l on HoldTo place an active call on hold, select H o l d .

To make the call active again, select U n - h o l d .

NOTE If the call you placed on hold is on the enterprise WiFi network, and youmove out of range of the network, the call becomes active again while the call ismoved from the wireless to the cellular network. After the call is handed over to thecellular network, the call is put on hold. While the call is moved to the cellular

network, the person that you were talking to can hear you.


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M anag i n g Ca l l sSwitching Between Calls 4

Sw i t ch in g Bet w een Cal l sIf you have one active call and one call on hold, you can switch between the calls.

To switch between calls, select S w a p . The call that was active is put on hold, and the

other call is now active.

If you have one active call and one call on hold and move out of range of the enterprise WiFi network, when the handoff from the wireless to cellular network occurs, the callthat is on hold is dropped.


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M anag i ng Ca l l sTransferring Active Calls4


Tran sfer r ing Act ive Cal ls While you are on an active call on your mobile device, use the Transfer function totransfer the call to a phone number that you specify or to your desk phone. If youtransfer a call that is on the cellular network, the transfer takes longer than it does for a

call on the enterprise WiFi network. A cellular transfer dials out a second call using thecellular interface.

By default, when you transfer a call to your deskphone, the call is transferred to yourenterprise extension, which is set in the Call Settings screen. If the PBX for yourenterprise uses a phone number other than your extension to transfer active calls to yourdesk phone, you can specify that number in the Call Settings screen. For moreinformation, see Changing Call Settings on page 45 .

For cell calls, Tr a n s f e r is disabled if two calls are on-going.

Transferr ing Cal ls to a Specif ied Phon e Num ber

While on an active call, to transfer a call to a specific phone number:

1 Select Tr a n s f e r .

2 A popup displays. Select Tr a n s f e r or Tr a n s fe r To D e s k . The active call is put onhold.

a When transferring to a deskphone, enter the deskphone number.

b When transferring to a contact, enter the contacts number or select C o n t a c t s and then the name of the contact from the list.

3 Use the keypad to enter the phone number to which you want to transfer the call.

4 To end the transfer, select E n d Tr a n s fe r .

5 To end the original call, select E n d Ca l l .


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M anag i n g Ca l l sManaging Conference Calls 4

Manag in g Con fer ence Calls You can use RoamAnywhere Dialer to initiate an ad-hoc conference call with two otherpeople. When you originate a conference call, the calls you place to other conference callmembers must be routed through the enterprise. If you place a call directly over the

cellular network, that call cannot be part of a conference call.

You can originate a conference call with the mobile device connected to the enterprise WiFi network or using the cellular network (as long as the outgoing calls are routedthrough the enterprise.You can also originate a conference call while using SecureRemote Voice).

To make a conference call:

Depending on your mobile device, use one of the following procedures.

1 Place a call to one of the conference call members.

2 While the call is active, select C o n f e r e n c e .

3 Use the keypad to enter the number of the other conference call member. The firstperson that you called is put on hold.

NOTE You can originate a conference call only if you use the Conference option toplace the call to the third participant in the conference call. You cannot initiate a new call to the third participant while the second participant is on hold and establish aconference call with the two parties.


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M anag i ng Ca l l sManaging Conference Calls4


4 After the second conference call member answers, s e l e ct J o i n Co n f e r e n c e toconnect the first caller to the conference call. All conference call members areconnected, and you see the last number that you dialed. Press Ca n c e l Co n f e r e n c eto end the conference.

NOTE If you originated the conference call, you cannot transfer the call from your

mobile device to your desk phone. Any of the conference call participants using amobile device running RoamAnywhere Dialer can transfer the call to a desk phone.


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M anag i n g Ca l l sChanging the Network Used While on an Active Call 4

Changin g t he Netw ork Used W hi le on an Act ive Cal lThe default network used to place and receive calls is set using the Network preferencestab. (See Changing Network Preferences on page 79 .) You can also change the network

being used while you are on an active call.

If you change the network used while on an active call, by default, you cannot change thenetwork used again for 30 seconds.

To change the network while on an active call:

1 Select O p t i o n s > N e t w o r k S e l e ct i o n s .

2 Select one of the following:

Au t o If the mobile device is within range of the enterprise WiFi network, callsare made and received using that network when possible. If the mobile device isnot within range of the enterprise network, the cellular network is automatically used.

Cell Use only the cellular network.

Wi F i Use only the specified wireless network (WLAN).

Cell u l a r Da t a Use only VoIP over cellular data to place and receive calls.

I MPORTANT When selected, a warning message displays alerting that VoIP callquality may vary depending on the carriers cellular data network.

I MPORTANT After this option is selected, manually turn the cellular radio off andthen on again from the BlackBerry home screen.

3 Select the B la c k B e r r y b u t t o n > S a v e .

Disconnect in g f rom th e En t e rp r i se WiFi Netw ork

You can disconnect the device from the enterprise WiFi network so that the device usesthe cellular network to place and receive calls. From within the RoamAnywhere Dialerapplication, select the B la c k B e r r y b u t t o n > D i s c o n n e c t Wi F i .

Connec t ing t o th e En t e rp r i se WiFi Netw ork

If your mobile device is connected to the cellular network, you can connect the device to

the enterprise WiFi network so that the device uses the WiFi network to place andreceive calls if possible. From within the RoamAnywhere Dialer application, select theB la c k B e r r y b u t t o n > C o n n e c t t o Wi F i to use the enterprise WiFi.


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M anag i ng Ca l l sAccessing Voice Mail4


End in g an Act ive Cal lPress the red En d key to end an active call. If you have one active call and another onhold, select the Black Ber ry b u t t o n > En d All Ca l l s to end both calls.

Accessing Voice MailThere are two types of voice mail that you can access from your mobile device:

Cellular voice mailVoice mail for the phone number of your mobile device

Enterprise voice mailVoice mail for your enterprise (corporate) phone number

TI P For fast access to your cellular and enterprise voicemail, it is recommended toconfigure a speed dial entry for enterprise voicemail on the E key, and for cellular voicemail on the W key.

Accessing Cellu lar Voice Mail

RoamAnywhere Dialer automatically tries to retrieve the cellular voice mail box numberon your SIM card. If the number cannot be retrieved, you need to manually configurethe phone number used to access the cellular voice mail by using the AdvancedPreferences tab. For information about how to manually configure the cellular voicemail phone number, see Changing Advanced Preferences on page 81 .

NOTE The call to access cellular voice mail is made directly over the cellularnetwork and is not routed through the enterprise.

To access cellular voice mail:

1 Press the B la c k B e r r y b u t t o n .

2 Scroll to and select Cel lu l a r Vo ice M a i l . Voice mail is automatically dialed.

You are now connected to your cellular voice mailbox. Check your voice mail as younormally would.


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M anag i n g Ca l l sAccessing Voice Mail 4

Accessing Ent erp ri se Voice Mail

A voice mail indicator notifies you that there is voice mail waiting.

To access corporate voice mail:

1 Press the B la c k B e r r y b u t t o n .2 Scroll to and select E n t e r p r i s e Vo i ce M a i l . Voice mail is automatically dialed.

You are now connected to your corporate voice mail system. Access your mailbox as younormally would.


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M anag i ng Ca l l sHow Outgoing Cellular Calls Are Listed in Your Bill4


How Out goin g Cel lu lar Cal ls Ar e Lis ted in Your Bi l lBy default, when RoamAnywhere Dialer is running, any outgoing calls you place whileon the cellular network are routed through the enterprise (using an enterprise accessnumber assigned by your system administrator) before being placed to the phone

number you are trying to call.

When you make calls while connected to your corporate or remote (if your systemsupports Secure Remote Voice) WiFi network or VoIP over cellular data, these calls arenot listed in your cellular bill.

When you receive your cellular bill, any outgoing calls placed using the cellular network while RoamAnywhere Dialer was running are not listed as the phone numbers that youplaced calls to. All outgoing calls list the enterprise access number as the number that

was called, rather than the phone number that was dialed.

For example, if you placed a call to (408) 919-8000 and the enterprise access number is(408) 555-1515, the number that appears on your phone bill is not listed as (408)919-8000. Rather, it is listed as (408) 555-1515. For information about your companysenterprise access number, see your system administrator.

If you or your system administrator changed the default setting so that some or alloutgoing calls made while on the cellular network are placed directly over the cellularnetwork, those calls will be included in your bill. Any calls that you made with PersonalDial mode enabled or to contacts that are marked as a Personal Dial Mode contactappear in your bill.


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M anag i n g Ca l l sChanging Call Settings 4

Chan gin g Cal l Set t ing s You can specify how calls to your enterprise phone number get routed to your mobiledevice. You can specify one of the following options:

Call ForwardForward all calls to a specified phone number or voice mail.Do Not Disturb (DND)Have your desk phone ring and mobile device not ring forall incoming calls.

Transfer to DeskDefine the enterprise phone number that is used when youtransfer calls to your desk phone. By default, the extension of your enterprise phonenumber is used when transferring an active call from your mobile device to yourdesk phone.

Reverse Dial Using this feature can potentially reduce the cost of the call. Thisnumber enables the calling party to pay for the call, automatically changing anoutbound mobile call into an inbound call. This feature is only available only when a

data connection is available (wifi/packet data). The conference feature is notsupported in reverse dial mode.

NOTE The Reverse Dial option is only available after the RoamAnywhere Mobility Router enables the feature for the individual user.

To change call settings:

1 In the RoamAnywhere Dialer main screen, select the B la c k B e r r y b u t t o n > C a llSe t t i n g s . The Call Settings screen appears.

2 Navigate to one of the following:

Call ForwardForwards incoming calls to a specified phone number.

N o n e No incoming calls are forwarded, and all calls are sent to the mobiledevice.

F o r w a r d t o Vo i ce M a i l All incoming calls are immediately forwarded to voice mail. Incoming calls to your enterprise phone number do not ring on your desk phone or mobile device.

O t h e r Specifies that all calls are forwarded to a specific phone number.

After you select this option, enter the phone number to which calls areforwarded, and select OK .

NOTE If you select the Other option and select C a n c e l without entering a phonenumber, the setting reverts back to the previous setting.

DND(Do Not Disturb) When enabled, only your desk phone rings for allincoming calls to your enterprise phone number. Your mobile device does notring.

On Enabled. Your desk phone rings for all incoming calls and the mobiledevice does not ring.

Off Disabled. Your mobile device rings.


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M anag i ng Ca l l sChanging Call Settings4


Transfer To DeskBy default, the extension of your enterprise phone number isused when transferring an active call from your mobile device to your desk phone.

If the PBX for your enterprise uses a phone number other than your extensionto transfer active calls to your desk phone, you can specify that number. If youneed more information about which number your PBX uses to transfer calls,contact your system administrator.

To change the phone number used to transfer calls to your desk phone:

a Scroll to Tr a n s f e r To D e s k , and select O p t i o n s > Ch a n g e .

b Enter the phone number or extension that is used when transferring activecalls to your desk phone.

c Select OK .

3 Select the B la c k B e r r y b u t t o n > S a v e to save your settings, or Back to return to

the RoamAnywhere Dialer main screen.


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5


5Presence

After installing RoamAnywhere Dialer, the primary dialer interface on your mobiledevice displays your status and location (Presence) in the system, as well as the presenceof others (aka buddies) configured in the enterprise and registered on the Server.Presence is automatically adjusted and updated to the status set on the Server, forexample, if you are currently available, in a meeting, or traveling.

A Presence license must be configured on the RoamAnywhere Mobility Router beforeusing the Presence features on the client, including sending and receiving calls from aBuddy and accessing Directory Query (searching). Texting and other forms of keypadentered communications are not enabled. Refer to the ShoreTel Mobility Router

Ad m inist ra to rs Guide for more information.


Presence Icons on page 48

Accessing Presence on page 50

Setting Presence on page 51

Setting Location on page 52

Editing the Presence Message on page 53

Adding and Deleting Buddies on page 54

Setting a Buddys Access Level on page 56

Viewing Buddy Details on page 56

Sorting the Buddy List on page 58

Logging In/Out on page 59

Sending Email to a Buddy on page 60

Calling a Buddy on page 61

Calling Voice Mail on page 63

Searching for a Buddy on page 64

Changing the ID and Password on page 66


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PresencePresence Icons5


Presence I consThe following icons show the user's presence status:

Ta b le 5 - 2 . St a t u s I c on s

St at us I co n Descr ip t ion

Available

Away

Busy

Do Not Disturb (DND)

Inactive

In a Meeting

In a Conference

Offline

Be Right Back (BRB)

Out of the Office

In a Call


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PresencePresence Icons 5

The following table describes location icons:

Ta b le 5 - 3 .

St at us I co n Descr ip t ion

L o ca t i o n I c o n s

Access Level s

The following Access Levels are supported:

Company

Personal

Team

Public

Blocked

I MPORTANT Depending upon your mobile device and your Server, and how eachhas been configured, the following options might be accessed differently or displayeddifferently from the examples in the following sections.

Home

On the Road

Office

Custom Location


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PresenceAccessing Presence5


Accessing PresenceRoamAnywhere Dialer is integrated with your mobile devices dialer.

NOTE When enabling Presence for the first time, a popup may display asking to

confirm your user name (Enter Presence ID) and password (Enter PresencePassword). This could occur if your Server user name differs from your ShoreTelMobility Router user name. To resolve this authentication, enter your user name andpassword to continue.

To access Presence:

1 Select the B la c k B e r r y b u t t o n to view the M e n u items.

2 Select RA Dia ler . All buddies currently active in the network display along with aPresence status icon.


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PresenceSetting Presence 5

Set t ing PresenceSetting Presence status allows Buddies to view your availability.

To set your status:

1 From the home screen, select the B la c k B e r r y b u t t o n > Ap p l i ca t i o n s > RADialer .

2 Press the select (center) button to select your Buddy name at the top of the Presencescreen. A pop-up menu displays. Select S e t P r e s e n c e .

3 Choose a status from the list. Note that depending upon the chosen status, the colorindicator next to your Buddy name changes. Refer to Table 5-2 for detailedinformation.

4 Your default status is linked to the Microsoft OCS status displayed by the server. You

can override that status by selecting any of the settings in Table 5-2 . Select R e s e t toreturn to the default status.


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PresenceSetting Location5


Set t ing Locat ionSetting your location allows other Buddies to view your location status.

To set your location:


2 Press the select (center) button to select your Buddy name at the top of the Presencescreen. A pop-up menu displays. Select Se t Lo ca t i o n .

3 Choose a location from the list. Note that depending upon the chosen location, theindicator next to your Buddy name changes. Refer to Table 5-3 for detailedinformation.

a Choose Cu s t o m L o c a t io n to specify a user-defined location. In the E n t e r

l o ca t io n n a m e field, use the keypad to type in the details of the location.b Select OK to continue and display the new location message, or C a n c e l to

return to the Presence window without saving changes.


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PresenceAdding and Deleting Buddies5


Adding and Delet ing BuddiesUse the Buddy list function to add and delete Buddies.

Adding Budd iesTo add a Buddy:

1 From RA Dia l e r , select the B la c k B e r r y Bu t t o n > P r e s e n c e O p t i o n s > A d d aB u d d y .

2 In the E n t e r b u d d y field, type in the name of the Buddy as entered on theenterprise server.

3 Select OK to continue and display the new Buddy, or select Can ce l to return to thePresence window without saving changes.

NOTE Adding a Buddy presents a notification prompt on the device of the Buddy being added. In the notification window, select the Access Type of this user, thenselect Add to Buddy List. Refer to Presence Icons on page 48 for information on Access levels.

Delet in g Budd ies

One or more Buddies can be deleted from the Buddy list.

To delete one Buddy:

1 From RA Dia ler , s elect a buddy.


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PresenceAdding and Deleting Buddies 5

2 Select the center button.

3 Select D e le t e B u d d y . The Buddy is now deleted.

To delete all Buddies:

1 From RA Dia ler , select the B la c k B e r r y B u t t o n > P r e s e n c e O p t i o n s .

2 Select Dele te All .

3 The Buddy list now displays without any associated Buddies.


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PresenceViewing Buddy Details5


Set t in g a Budd ys Access LevelBuddies can be given different access levels in your network. Refer to Access Levels onpage 49 for a list of access levels.


To change a Buddys access level:

1 From the home screen, select M en u > Ap p l i ca t i o n s > RA Dia l e r .

2 Select a Buddy.

3 Press the keypads center button.

4 Select Access Le vel .

5 Select the appropriate access type. The buddys access level updates.

NOTE The valid selections in order of priority are Personal, Team, Company,Public, and Blocked where Personal has the highest priority (the user's location can be seen by all buddies who are set to Personal), Team is the second highest priority (the user's location can be seen by all buddies set to Team or Personal), etc. Publichas the lowest access level. A Blocked user can not follow the Buddys status, nor isthis information visible.

View ing Buddy Det a i lsBuddy information including status, location and contact information is viewed in theDetails area for each Buddy.



2 Select a Buddy.


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PresenceViewing Buddy Details 5


4 Select Vi ew d e t a i l s .

5 Information relevant to this Buddy displays, including status, location, access level,

and contact information. This information is read-only by anyone other than thisBuddy.

Select OK to return to the main Presence window.


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PresenceSorting the Buddy List5


Sor t ing t he Buddy ListUse the Sort feature to change the order in which Buddies are displayed. To sortBuddies:


2 Select the B la c k B e r r y B u t t o n > P r e s e n c e O p t io n s > S o r t B u d d y Li s t .

3 Choose the preferred method of viewing the Buddy list. The options are B y N a m e ,By Availa bil i ty or By Locat io n .

4 The Buddy list updates accordingly.


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PresenceLogging In/Out 5

Lo gg in g I n / Ou tTo logoff the Server:


2 Select the B la c k B e r r y B u t t o n > P r e s e n c e O p t i o n s .

3 Select L o g o u t .

4 You are now logged out of OCS.

To login to the Server:


2 Select Login . You are now logged in to OCS.


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PresenceCalling a Buddy 5

Cal l ing a Budd yUse the Call feature to call a Buddys cellular or enterprise device when the device isconfigured on the Server. Refer to the ShoreTel Mobility R outer Adm inistrat ors Guide for more information. To call a Buddys device:


2 Select a Buddy.


4 Select Cal l Cel l , Cal l W or k or Ca l l H o m e .

a If the Buddys cellular device, enterprise device or home number is configuredon the Server, the corresponding number is called.

NOTE If a number is not configured, the option is not available.

Call ing a Budd y W hile On Anot her Cal l

You can call a Buddy when a call is in progress. The first call is placed on hold when thesecond party is called. It is not necessary to manually place the first call on hold. To calla Buddy when already on a call:

NOTE If a number is not configured, the option is not available.

1 Select O p t i o n s


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PresenceCalling a Buddy5


2 Select Bu d d y L is t .

3 Select a Buddy.


5 Select Cal l Cel l , Cal l W or k or Ca l l H o m e .

a If the Buddys cellular device, enterprise device or home number is configuredon the Server, the corresponding number is called. These options do not display if the numbers are not configured on the Server.

6 The first Buddy is automatically placed on hold.

To make a call to someone not on the Buddy List when on a call with a Buddy:

1 Select Dialer .

2 Use the dialer or use the C o n t a c t s list to access your contacts.

3 The Buddy is automatically placed on hold.


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PresenceSearching for a Buddy5


Search in g f o r a Buddy You can use the Directory Query feature from the Buddy list. This option allows you tosearch for a user based on name or number.

To make a search using the Directory Query feature from the Buddy list, choose one of the following methods:



3 Select S e a r c h Bu d d y .

4 Enter the first few letters of the Buddys name and select S e a r c h .


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PresenceChanging the ID and Password5


Chang ing t he I D and Passw ordThe RoamAnywhere solution does not require customers to use the same User ID astheir Presence infrastructure (e.g. Microsoft OCS 2007 R2). This option allows users tologin with a different Presence ID.

To change the Presence ID of the client:



3 Select Ch a n g e I D/ P a s s w o r d .

4 Enter the new P r e s e n c e I D and P a s s w o r d and click OK .


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6


6Managin g Secur e Rem ot e

Access

Secure remote access allows you to use the following features:

Secure Remote Voice (if your RoamAnywhere TM solution is licensed for it) allows you to securely place and receive calls using any WiFi network or VoIP over cellulardata network outside of the enterprise. Secure Remote Voice uses Secure SocketsLayer (SSL) to ensure that your calls are secure. You can Secure Remote Voice fromhome or any other WiFi hotspot and have access to PBX and desk-phone features, just as you do when you are in the enterprise.

Secure enterprise services such as directory query are accessed using a WiFinetwork that is not in the enterprise network or a cellular packet-data network.

Depending on how your system administrator configured your account, you might haveaccess to Secure Remote Voice or secure enterprise services or both. Contact yoursystem administrator if you are not sure whether you have secure remote access enabled

on your account.NOTE When outside of WiFi coverage, BlackBerry Enterprise Server (BES) serviceis required on devices in order to perform the following tasks, and do not require Agito Secure Enterprise Services to be enabled:

Upload Logs

Check for Updates

Provision/Re-provision

Directory Query functions


Before You Begin on page 68

Creating a WiFi Access Point on Your Mobile Device on page 68

Creating a Preferred Data Connection on page 69

Verifying that Secure Remote Voice Is Enabled on page 70

Verifying that Secure Enterprise Services Are Enabled on page 70


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M anag i ng S ecu re R em o t e Acces sCreating a WiFi Access Point on Your Mobile Device6


Befor e You BeginPerform the following tasks before using Secure Remote Voice and Secure EnterpriseServices:

Verify that Secure Remote Voice and secure enterprise services are accessible with your RoamAnywhere user account.

Create a WiFi access point on your mobile device for a non-enterprise WiFi network.

Create a packet-data access point on your mobile device for the cellular packet-datanetwork.

Configure and connect to a non-enterprise WiFi network using your mobile device.

Add the non-enterprise WiFi network as a preferred connection in RoamAnywhereDialer.

If you are using a WiFi from a hotspot or similar network, you might need to access a

public Web page after creating a WiFi access point on your mobile device so that you canenable access to the Internet. After you have established Internet connectivity, you canthen add the access point as a preferred connection in RoamAnywhere Dialer.

NOTE Before you prepare to use Secure Remote Voice or access secure enterpriseservices, verify that your RoamAnywhere user account is configured to use thesefeatures. If you are not sure whether you are authorized to use these features, contact your system administrator.

Creat ing a W iFi Access Poin t on Your Mobi le Device

Before you create an access point on your mobile device, make sure that you have thefollowing information:

Name of the WiFi network

Security mode for the access point

Authentication used by the WiFi network

If required by the WiFi network, the method of encryption used

If applicable, your credentials (used for authentication) for the WiFi access point.(This information is necessary if you need to set up a WiFi access point on yourmobile device.)


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Version 4.5 RoamAnywhere Users Guide

M an ag i n g S ecu re R em o t e Acces sCreating