Zoiper
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Zoiper
Zoiper5
John Smith
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SETTINGS.....................................................................................................28
Accounts................................................................................................29
SIP Accounts................................................................................30
SIP Credentials.....................................................................30
Optional SIP Credentials..................................................30
Features..................................................................................31
Number rewriting...............................................................32
Pre-configured extensions..............................................32
Compatibility modes.........................................................33
Network related...................................................................34
Audio and Video codecs..................................................35
IAX Accounts...............................................................................36
IAX Credentials.....................................................................36
Features..................................................................................36
Pre-configured extensions..............................................37
Compatibility modes.........................................................37
Network related...................................................................37
CONTACTS...................................................................................................38
LDAP / Active Directory................................................................39
Outlook / Exchange.........................................................................40
MEDIA ..........................................................................................................41
Audio.......................................................................................................41
Audio device selection...............................................................41
External Headset / Headset integration..............................42
Extra features.................................................................................42
Play sounds....................................................................................42
Video.......................................................................................................43
GUI ............................................................................................................44
Theme.....................................................................................................44
Skin....................................................................................................44
Language...............................................................................................44
Look and Feel......................................................................................45
Behaviour........................................................................................45
Show pop-up notifications when..........................................45
FEATURES....................................................................................................46
Calls..........................................................................................................46
Automation..........................................................................................47
General options............................................................................47
Integration options.....................................................................47
Call events options......................................................................48
Event rules......................................................................................48
Lockdown & Provisioning............................................................49
Advanced...............................................................................................50
Help / About..................................................................................51
This User Guide is intended to demonstrate typical uses and features of the Zoiper 5 PRO application. It is up to the
user of this manual to decide whether the information herein is applicable to the IP-based network on which they
want to run the application.
Securax EOOD and any person involved in the creation of this User Guide do not provide and hereby expressly
disclaim any representations, warranties, conditions, endorsements or guarantees of any kind (express of implied),
including without limitation for quality, performance, results or fitness for a particular purpose, as regards the
contents and quality of this User Guide and the Zoiper 5 PRO application, and will in no case be held responsible
for any direct, incidental, indirect or other damage or loss that may result from the use thereof.
By clicking the button, you’ll start the Activation wizard that’s built in into Zoiper 5.
On the next screen you’ll be asked to enter your Activation credentials, these include a
Username and a Password. Please note that these are not your VoIP (PBX) account credentials,
but rather the ones either received by you from our automated system after you’ve made a
purchase, or have been manually sent to you from one of our agents for testing purposes.
Next, Zoiper 5 will seamlessly transition you from the Activation wizard towards the Account
creation wizard, where you’ll have to setup a SIP or an IAX account, which is necessary to use
Zoiper 5 in the first place.
After the wizard has found the proper protocol(s) for your account, you’ll be greeted with a
similar screen to the following:
Then you click the “NEXT” button, and the automated audio / video wizard will start, once this is
complete, you are ready to start using Zoiper 5! Congrats!
You can find an entire step by step guide for the audio / video configuration wizard at page 16
of this user guide, or simply by clicking here.
COMPUTERNAME.certificate
If during the installation of Zoiper, you have chosen to install it for “all users”, the certificate
folder location will typically be C:\ProgramData\Zoiper5\
If during the installation of Zoiper, you have chosen to install it for “the current user only”, the
certificate folder location will typically be %USERPROFILE%\AppData\Roaming\Zoiper5
Please open your mail client and press the “Compose new mail” button.
Address the new mail to [email protected] and attach the COMPUTERNAME.certificate
file.
You will receive a certificate file by mail in return. Please make sure that you are saving it named:
certificate
No file extension is needed.
Keep in mind that by default Windows hides the known file extensions and there is a high
possibility that your Windows automatically puts a file extension to the certificate file while
saving it.
Please right click on that file and choose “Properties”. You will see the full filename in the
Properties window. You might need to remove the extension to make it work.
This file (certificate) should be placed in the folder you got COMPUTERNAME.certificate from.
(C:\ProgramData\Zoiper5\ or %USERPROFILE%\AppData\Roaming\Zoiper5 )
In case the username and or password is incorrect, an error message will be shown, and the
application will prompt you about it. Please re-enter your username and password, and make
sure you are using the ones you have received initially from our automated email message, after
you’ve purchased Zoiper 5. Or ask your system administrator to help you out with the activation
and/or activation credentials.
WINDOWS 10
The first thing you need to do
is to open Control Panel.
There are several ways how to
do it, but here we have listed
the quickest and easiest.
Once you do that, you will be presented with the Control Panel window.
From here you should find the “Allow an app or feature through Windows Firewall” on the top
left of the window. Click on it to open the advanced options. Be careful with the settings, these
control all your applications’ network access.
Once presented with this window, you can scroll all the way down, since the applications are
automatically order by name. Zoiper should be at the bottom of the list:
Click on the
“Start test” – button.
The screen that you see the first time when Zoiper 5 is started.
From here you can see the most important functions in Zoiper.
TOP BAR
DIALPAD
With the dialpad, one can enter manually digits and signs, if
needed, and dial like that. Please note that with this dialpad,
you can’t enter DTMF tones.
AUDIO CONTROL
The third icon from left to right, i.e. the
“speaker” indicates the quick Audio controls. There are a few options for a status of your
Pressing the button will show a pop-up presence:
containing the volume controls for the default • Online
selected microphone and for the default • Invisible
selected audio device. • Away
From here, you can easily change the • Busy
volume of your default audio device, or the • Offline
• Out to lunch
• On the phone
• Be right back
ERROR MESSAGES
When there’s an error
message, an indicator on the
bottom bar marked with an
exclamation mark will appear.
Clicking it will lead you to the
Zoiper 5 Settings menu, where
you can see further details
about the error(s).
TOP PART
If we focus on the top part of that window, there are a few directly noticeable buttons right
away – the “Call” and “Video call” buttons.
• Favorite
• Delete
• Edit
Here you can fill up all the contact details To save the changes you can
necessary for the selected contact. You can either click the X button on
also add as many additional fields as you’d the top right, or out of the
like, just click on the “Add an additional field” Edit contact screen.
at the bottom of the screen.
BOTTOM PART
At the bottom part of the
Conversation history window,
you can type a message to be
send either as a chat message
via the SIP SIMPLE protocol
associated with that account,
or as an SMS towards a cellu-
lar network connected phone There is also the emoticon button allowing you to send
number. emotes, and the send message button as well.
IN CALL MENU
If you prefer a more
minimalistic phone layout, During an active call, a menu will appear with additional
you can disable the chat options such as call mute, speaker, keypad (DTMF), show call
/ history from opening by statistics, turn call recording on/off, start a video call, call hold,
default by going to Settings > transfer or add a call (start a conference call).
Theme, then check the “Enable When you have enabled Compact mode in Settings > GUI >
compact mode” option. Theme, the in-call menu will appear vertically to the right:
When this option is enabled,
and a contact is selected, a Click once the mute
small menu will appear with a button to disable
Voice call, Video call, Chat and your microphone,
Edit buttons. the button becomes
orange. Click it
The phone button will initiate again to enable the
a call, the camera button microphone.
will initiate a video call, the
message one will open the
conversation history for that
contact and the pen-shaped
button allows to edit the
contact. Note that only the
Call button keeps the window
in its compact mode, the
others will extend Zoiper 5 to
the right as in normal mode.
To navigate around the settings menu, you can just click on the tree-options menu to the left,
which in turn will open the specific settings options for the select function to the right.
The accounts are grouped by protocol (SIP, When you click on an account, settings for this
IAX). An icon in front of the account informs specific account will open. What settings will
you of the current status: registered, trying to be shown depends on the protocol type (SIP,
register, not registered. IAX).
SIP CREDENTIALS
Domain Username Password
This is the hostname or IP address for the This is the username to This is the password
SIP registrar server. This could also be authenticate to the SIP to authenticate to
called Proxy, Domain, IP or Registrar; and registrar. This could be a the SIP registrar,
will typically look like sip.example.com or name, a telephone number, this probably will be
10.1.1.120; A port can be added by adding or a number of random a combination of
:port at the end of the domain, e.g. sip. letters and numbers. letters and numbers.
example.com:4200
REGISTER ON STARTUP
When enabled, the softphone will
automatically register when the phone is
started. A registration is usually required
for incoming calls to work and in rare
configurations also for outgoing calls to
work. Registrations can be done manually
with the Register button on the top of
this screen.
SUBSCRIBE PRESENCE
Subscribe for presence status (online,
busy, out to lunch etc.) for your contacts
on this server. You will need to also
configure this server as source for
presence information for the individual
contact or contact source.
PRE-CONFIGURED EXTENSIONS
DTMF MODE
This setting controls how the softphone will send DTMF digits to
the server. This is used to control IVRs (e.g. press 1 for English, 2 for
Spanish). This setting needs to match the configuration on the server.
SEND KPML
(Cisco Unified Communications Manager)
Enable this option to use KPML If the server confirms it supports it. This
is mainly used in combination with Cisco Callmanager and will replace
the other DTMF capabilities.
Used to enable the cisco server side style of call forwarding. This
option will only work if you configure the phone type on the Cisco
Callmanager as Cisco Softphone instead of the standard 3rd party SIP
softphone.
USERNAME
The username needed to
authenticate to the server;
PASSWORD
The password associated with
this account.
FEATURES
CALLER ID NAME CALLER ID NUMBER REGISTER ON STARTUP
This is the caller ID name that This is the caller ID number When checked this account
will be set for your outgoing that will be set for your will automatically register
calls. Keep in mind that the outgoing calls. Keep in mind to the server, once the
provider or PBX will usually that the provider or PBX will application has been started;
ignore or override this setting usually ignore or override this
on their end; setting on their endl
TRANSFER TO VOICEMAIL
This is the extension on your
server that hosts the voicemail
functionality. This is used to
forward incoming calls to the
voicemail when you click on
the send to voicemail button
on the incoming call popup;
• LDAP/Active directory
• Outlook (Windows only)
• Google contacts
• XML
• Mac address book
• Windows contact service
HOSTNAME
this would be the hostname
or IP address for that specific
LDAP / Active Directory source
in order to get authenticated.
USERNAME
This is the username used for
authentication to the LDAP /
Active Directory. This could be
a name, a telephone number
or several random letters and
numbers.
INPUT DEVICE
This is default microphone
device. If you have more
than one input (microphone)
devices, you can select the
one you would like to use by
clicking on the drop-down
menu.
OUTPUT DEVICE
This is the default speaker
device. If you have more than
one output (speaker) devices,
you can select the proper one
by clicking on the drop-down
menu.
EXTRA FEATURES
MUTE EARLY MEDIA (OUTGOING CALLS)
This enables the muting of early media. This
includes ring back tones coming from the
network or service announcements such as but
not limited to “this number is not in use”.
THEME
On the skin selector page you can select the If you are using Zoiper Biz, then you are able
skin of your liking. to take advantage of the simple, minimalistic
Select a skin from the drop-down menu, click and always-on-top Zoiper business skin. This
on apply (if needed) and Zoiper 5 will change skin allows you to have always-on-top, on-the-
its skin automatically. fly settings, functions.
LANGUAGE
From this drop-down menu you can choose your preferred
language. If you can’t find your language, or you have found
some spelling or grammar mistakes. You can always participate
by registering at http://zoiper.oneskyapp.com/
ALWAYS ON TOP
this option will bring the
Zoiper window on top of all
your other windows;
MINIMIZE TO TRAY
every time when you click the
“minimize” button, Zoiper will
go to the tray bar;
MINIMIZE ON CLOSE
every time when you click the
“close” button, Zoiper will be
minimized;
COLLAPSE ON HANGUP
when the conversation
window is expanded to the
right, if the call is hung-up,
Zoiper will go to collapsed
(I want to call this Compact
mode and the other one
regular) mode.
CALL FORWARDING
couple options to choose
from:
• INSTANT FORWARDING
the call will be instant for-
warded to the target num-
ber/contact below, or:
• FORWARD AFTER
the call will be forwarded
after a certain amount of
time (1-600 sec) to the same
target number / contact
below;
AUTO ANSWER
here you have the same op-
tions as above for Call for-
warding. e.g. Instant auto
answer and auto answer after
a certain time period (1-600
sec).
AUTOMATICALLY OPEN
URLS SENT IN SIP HEADER
check this box to enable
Zoiper to automatically open
a URL when one is received
from the server.
INTEGRATION OPTIONS
REGISTER CALLTO, SIP: TEL: URI’S WITH
OPERATING SYSTEM
enable this option to allow the operating sys-
tem to use Zoiper 5 PRO’s URIs
DIRECTORY TO STORE
THE RECORDER
CONVERSATIONS
from here you can choose a
default path to a folder on
your computer, where all call
recording will be saved.
SETTINGS/ADVANCED/
GOOGLE ANALYTICS
enable / disable the use of
Google analytics. We would ap-
preciate if you leave this option
on, to provide us with some
valuable data regarding use
statistics, behavior and possible
future improvements.
SETTINGS/ADVANCED/TLS OPTIONS
DIAGNOSTIC
If you are experiencing any issues with Zoiper, this
will be a great place to start. You have the options
to enable / disable the following: Enable debug
log, Enable crash dump and to Automatically
send crash dump to our Zoiper servers for further
investigation and help us to fix these issues.
REPORT A PROBLEM
A quick way to send our tech-
nicians detailed information
regarding the issues you might
be experiencing. Just type it in
and click Send!
ABOUT
the usual suspects
here. Library version,
phone build version, UI
version, copyrights.