Mac OS & Windows - Audio-Video Calls
Make Audio or Video Call
Make an audio or video call using one of the following methods:
- Left-click one or more contacts from the Contacts list or search results and click the Call, Call from Phone, or Video button.
- Right-click one or more contacts from the Contacts list or search results and click the Call, Call from Phone, or Video.
- Enter a phone number in the Search and Dial field.
- Press ENTER to start a VoIP call.
- Click the Call, Call from Phone, or Video button.
- Open the dial pad, enter a phone number, and then click the Call, Call from Phone, or Video button.
- On the Communications History list, double-click a call entry.
- In the Communications window, click the Call, Call from Phone, or Video button.
- When viewing a contact’s profile, click the Call, Call from Phone, or Video button.
NOTE: If dialing a phone number that requires additional dual-tone multi-frequency (DTMF) tones (for example, a conference bridge), you can type the numbers on your keyboard while the Communications window has focus or open the dial pad in the Communications window.
Share Your Application or Desktop
Share your desktop by following these steps:
1) Click the Start Sharing button in the bottom of the Communications window (if share panel is not visible). The Share button is visible by default in MyRoom also. This button is available when your service provider has enabled share on your account. The share selector window opens.
2) Select the application to share or the entire screen of a particular display and click the Start Sharing button.
In addition, participants can share when enabled by their service provider.
NOTE: To share your desktop, you must enter your web collaboration credentials in Preferences → Credentials, unless your service provider has automated provisioning in use. For more information, see section 15 Preferences. You can participate in desktop sharing sessions by another user even without having your own sharing credentials.
Active communications appear at the top of the Contacts list in the Main window (native desktop only). This area provides an easy view to see the people with whom you are communicating. By default starting in Release 20.1.0, the call window is shown in the Active Communications area in the Main window (where the call can be fully controlled in the desktop client). It reduces the number of communications windows; however, a separate call window can still be opened using an Active Communications menu. The following is also available in this area:
- Double-click an active communication item to bring this Communications window to focus if the call window is separately shown. If the call window is integrated, you can use a menu option to show it separately.
- See who has sent you a chat message, but only after you accept the chat session. Before the chat session is established, the chat items are not visible in active communications but a history badge is visible.
- End a call.
- Mute the microphone.
- Place a call on hold.
- Merge two calls or transfer by dragging and dropping calls onto each other.
- Transfer a call.
- Make conference calls.
- Park and retrieve calls.
MyRoom is an always available and permanent room you can use to chat with anyone that joins. If you assign a conference bridge to your profile in Preferences → Credentials, then in your room, you and your attendees can click the Call or Video button to have UC-Desktop automatically dial in to the conference and enter the appropriate entry codes. Note, if your service provider has auto-provisioning enabled, then you cannot edit these details. If your service provider has silent dialing enabled, then you cannot hear any DTMF tones when dialing into MyRoom (the call is made automatically, native desktop only).
If a conference bridge is not specified, you cannot initiate a call in your room. You can invite others to your room by dragging and dropping them from the Contacts list into the MyRoom Communications window or tab on Chrome. You can also use the right-click menu on the MyRoom icon in the Main window or the menu icon in the MyRoom information area to copy an invitation link for guest users (people without UC-Desktop). They can then click the link and join the meeting through a web browser. Guest users must be separately accepted for each session.
Contacts join your room by right-clicking your name on their Contact list and selecting Join Room or by an invitation you sent.
Email MyRoom Invitation menu results in working links for guest users only. UC-Desktop users are recommended to use Copy MyRoom Invitation links; however, the links may not work in all applications as they were originally intended for Outlook.
Select Audio Devices
If you have multiple audio devices available for your microphone or speakers, select the preferred audio device before starting a call.
3) Click the UC-Desktop logo in the Main window title bar.
4) Select Preferences.
5) Select Audio.
6) Set a playback device (speakers).
7) Set a recording device (microphone).
8) Click OK.
9) Select UC-Desktop from the main menu.
10) Select Preferences.
11) Select Audio.
12) Set a playback device (speakers).
13) Set a recording device (microphone).
14) Click OK.
If “Use default” is selected, then UC-Desktop uses the default device set in the operating system preferences. For Windows, if “Default Communication Device” is defined, it is selected over the “Default Device”. If you are using headsets, you can also select a separate device than the headset for alerting incoming calls.
Note that on OS X it is recommended to disable “Use ambient noise reduction” in System Preferences to reduce echo.
Contacts are the people with whom you communicate and, in most cases, you see their presence and share your presence with them. There are three types of contacts:
- Contacts – Actual people with whom you communicate.
- Conferences – Audio or video conference bridges that you use to communicate with others. Silent dialing into the bridge also applies to these contacts if enabled by your service provider.
- Groups – Containers of contacts and/or conferences.
There is no hard coded limit on the number of contacts. The more contacts are added the more memory and processing is needed. The more contacts are added, the more difficult it is to find people without searching. Live search can be used instead of a very large local contact list while keeping memory and processing requirements to a minimum.
When you sign in for the first time, there are no contacts on your contact list. Add a new contact at any time by selecting the Add Contact item from the menu or choose the Add Contact button from the Main window.
In the Add Contact dialog box, enter the contact’s information and then click Add Contact. By default, your presence information is always shared with a new contact if an Extensible Messaging and Presence Protocol (XMPP) address is provided.
If you are accepting contacts via a buddy request, you may see the contact card after accepting the buddy request, depending on the service provider settings. When receiving a buddy request, there are two buttons for accepting and rejecting the request. Dismissing the buddy request window only ignores the request for the duration of the login session. It reappears after the next login.
However, you can always share your presence information later by selecting Subscribe on the rightclick menu for a specific contact in the contact / directory list. Note that the contact must accept your subscription request for you to establish the presence relationship successfully.
The newly added contact appears on your contact list.
Add a conference contact by clicking the same button you did for Add Contact and choosing the Add Conference menu option. A conference contact is a special contact used for conference bridges to avoid remembering PIN codes and conference number, for example, recurring conferences. Just create a contact for the weekly conference, add a conference bridge number and PIN, and join the conference just by right-clicking the contact or choosing it and clicking the Call button.
Choose the Add Group menu option to add a new group to the contact list.
Contact card telephone number fields can also have SIP URIs (work, mobile, extension, personal, and conference bridge).
Edit a contact by selecting the contact first. After you select the contact, right-click anywhere in the area of the selected contact and a menu of options appears which allows you to either view or edit the contact profile. In View mode, click the Edit button to go to Edit mode. This base principle is the same for normal contacts, conference contacts, and groups. Note that depending on your service provider settings all or no contact card fields may be editable. Depending on your service provider settings, you may also see a button for synchronizing the contact card with the Telephony Directory or the synchronization may take place automatically (native desktop only). When the manual synchronization button (cloud icon) is visible, there is no automated syncing of the contact card details with server information. To synchronize the contact card data, click on the cloud icon.
- Unsubscribe removes the presence relationship between you and that contact. This means you do not see the contact’s presence information and your contact does not see yours. To reestablish the presence relationship, select Subscribe. An unsubscribed contact remains on the contact list and is always shown without an icon. Any contact that is not presence-enabled is shown in the same way.
- Delete contact removes the contact from your contact list.
- View Profile opens the Contact Information dialog box where you can add, edit, or remove information. This works for both normal and conference contacts.
- For groups, choose the Edit menu option to rename a group.
Once done with all changes, click the Save button.
You can filter contacts in two ways:
- Use the filter field to search by contact name. The contact list is filtered in real time as you type.
- Alternatively, use the filter menus available by right-clicking the Contacts icon in the left pane to display only specific types of contacts such online contacts (native desktop only). You can also sort contacts based on first or last name or choose whether to display the contact’s avatar and availability status in the contact list.
Favorite filtering works slightly differently in Release 21.2.0 and later:
- When you make a contact your favorite, the favorite group shows on top of the contact list and cannot be hidden.
- When you delete all your favorite contacts, the favorite group does not show anywhere.
- When you have even one favorite marked, you see the group
For each contact you have subscribed to, you can see their presence. Similarly, your contacts can see your presence on their contact list.
Presence means that your friends are able to see whether you are available to communicate, for example, “I’m busy” or “I’m available”.
|Icon||What it means|
|The green presence icon indicates that the user is online and ready for communication.|
|The yellow presence icon indicates that the user is online but has been idle or away from their computer for more than ten minutes.|
|The red presence icon indicates that the user is busy and does not want to be disturbed.|
|The grey presence icon indicates that the user is offline and the only available contact method is calling or chatting.|
|The question mark indicates that a subscription is pending and the contact has not yet approved sharing their presence.|
|This icon indicates that the contact is busy due to a call. This is an automated presence status.|
|This icon indicates that the contact is busy due to a meeting. This is an automated presence status. The Busy – In Call status overrides the Busy – In Meeting status so this one is only seen if there is a meeting but no call.|
|This icon indicates that the contact is only available on mobile UC-Desktop.|
|This icon indicates that the contact is only available on a compatible desktop phone, and not UC-Desktop.|
The avatar in this version is not completely in real time. The avatars are retrieved at login, when the contact is added, and when the contact comes online. Double-click the avatar to change it (single click on Chrome). A File Explorer view opens.
If you see an error message at the top of the Main window “XMPP Unavailable”, it means that the XMPP connectivity has been lost for chat and presence; however, you can still make calls. You should contact your service provider.
Have the Outlook calendar automatically change your presence to Busy – In Meeting by enabling this in the Preferences → General tab (native desktop only).
The presence update is only triggered by appointments and meetings that are either accepted by the user or made by them. All day meetings do not trigger a presence change to Busy – In Meeting.
The XMPP address of a contact cannot be changed. Instead, you must delete the old contact and create a new one.
Location in presence is done based on the IP address that the machine is using. The IP address is mapped to a physical location. Placetel is working with the mapping provider to improve the accuracy of the location. Change the location manually by clicking the avatar (if presence controls are not already expanded) and then the location icon to go to the manual location and change the view.
Snapshot of presence status is also available in search results and Communications window for contacts who are not buddies. This presence status is not updated after the search is done or after the communications session is setup.