1. Click on the Call Logs icon.
2. Inbox lists all the calls you've received. You can right click these entries to call the user, or add them to your directory.
3. Outbox are all the calls you've made. Similarly, you can right click these entries to call them again, or add them to your directory.
4. The Save Call Logs button allows you to save all your logs as a TXT file.
5. To delete an entry from your Inbox or Outbox, simply highlight it and click the Delete Entry button.

1. Click the Directory icon.
2. To add a group, click the Edit Groups Icon. A window will pop up called GROUPS. Double-click the text, and type in the name of your new group.
3. Click CLOSE on this popup.
4. To add friends, click the Directory icon. Under the "Look In" text, select Global Address Book.
5. In the "Search For" field, type in the first few letters of the person's name. This will automatically list all users beginning with those letters [e.g., searching "joh" will list John, Johanna, etc].
6. From the list that appeared, select the user you'd like to add as a friend, and click the Add Contact button.
7. Their details will popup. At the bottom of this box, select the group and click SAVE.
8. This person is now on your friends list.

1. Your status or "presence" is displayed underneath your name.
2. To change it simply click the dropdown menu and select your status.
3. To create a custom status, click New Note in the aforementioned dropdown. In the window that pops up, type a brief note and select your state and then click OK.
4. To modify the time it takes for your status to automatically change when you're idle, click Tools > Preferences > Presence. Select "Report when inactive" and change the timeframe.

1. Click the Friends Online button [if you don't see a user list appear, you must first add friends to your directory].
2. You can instant message with anybody on your friends list.
3. To tell the status of your friend, look at the icon to the left of their name. A green dot means they're available for contact.
4. To begin an instant message conversation, right click the user and select "Send Instant Message".
5. Type your message and click SEND.
6. You can also share files, whiteboard, WebPages, or clipboard contents by clicking the SHARE icon.

1. Start -> Computer
2. Right click on “Network” and go to “Properties”
3. Click on “set up a new connection or network”
4. Select “Connect to a workplace”
5. Select “use my Internet Connection (VPN)”
6. Type in vpn.oneconnect.ca in the Internet address, Destination Name can be changed to OneConnect VPN.
7. Before connecting to OneConnect VPN Run the following unzip file in C:\OCVPN File named "OneConnect VoIP VPN" & "OCVoIPRoute.bat"
8. Once VPN is setup you’ll need to go to Windows task bar below to make the connection
9. To Ensure the VPN Client is Working
   1. Go to Start Menu and click on Run
   2. Type in ‘cmd’ and hit OK
   3. When the command screen opens, type ‘ipconfig’. There should be a section that displays the OneConnect VoIP tunnel. This means the tunnel is running.
   4. In the same command screen, type ‘tracert 205.205.231.22’. The first hop should go over 172.16.99.1. This is our server. If it does, then the route is running as well.
10. Now that we’ve confirmed all is running, launch the PC Client and it should work.

Download the VPN tunnel from www.oneconnect.ca/OCVPN.exe and save it to your desktop.

Note, if screens that are not mentioned below appear, please select default values (or disable the feature).

To Install the VPN Client

1. Double click on OCVPN.exe and select Unzip
2. Go to Network Connections -> Create a new connection
3. At the "Welcome to the New Connection Wizard" click next
4. Select "Connect to the network at my workplace" and click next
5. Select "Virtual Private Network connection" and click next
6. Under Company Name, enter "OneConnect VoIP VPN" without the quotes and then next
7. Under "VPN Server Selection" -> Host name or IP, enter "vpn.oneconnect.ca" without the quotes and then next
8. Under "Connection Availability", select for "Anyone's use" and click next
9. Create a shortcut on the desktop and click on Finish

To Configure the VPN Client

1. In the "Connect OneConnect VoIP VPN" dialog window, enter the following:
   Username: remoteuser
   Password: remoteuser
   Check the "Save this user name and password for the following users" box
   Select "Anyone who uses this computer"
2. Click on properties and select the "Networking" tab when the "OneConnect VoIP VPN Properties" dialog is displayed.
3. Under the "This connection uses the following items:" list, select "Internet Protocol (TCP/IP)" and click on Properties
4. Click on the Advanced button in the "Internet Protocol (TCP/IP) Properties" windows
5. Uncheck the "Use default gateway on remote network" box.
6. Click on OK three times until back at the "Connect OneConnect VoIP VPN" window and click on Connect
7. Right mouse click on the task bar icon and Disconnect.

To Run the VPN Client

1. Double click on desktop shortcut called "OneConnect VoIP VPN"
2. Double click on "OCVoIPRoute.bat" found under C:\OCVPN (you can create a shortcut for this as well on the desktop).

To Ensure the VPN Client is Working

1. Go to Start Menu and click on Run
2. Type in "cmd" and hit OK
3. When the command screen opens, type "ipconfig". There should be a section that displays the OneConnect VoIP tunnel. This means the tunnel is running.
4. In the same command screen, type "tracert 205.205.231.22". The first hop should go over 172.16.99.1. This is our server. If it does, then the route is running as well.
5. Now that we've confirmed all is running, launch the PC Client and it should work.

Please contact us at support@oneconnect.ca if you encounter any issues.

1. From the topmost menu of PC Client, click 'Tools', then click 'Preferences'.
2. From the left-hand menu in Preferences, select 'User Interface'.
3. From the Select Theme dropdown, select 'Classic'.
4. Click ‘Apply’.
   • Your theme has now reverted to the Classic PC Client theme.

1. Click the text field near the top of the PC Client window and type in the number you'd like to call.
2. Either click the 'Call’ button or just hit Enter on your keyboard.
   • The call will then be placed.
3. To hang up the phone, click the 'End Call' button.
4. You can also search your directory by entering the first letter of a person's name in the text field.
   • All applicable directory entries will pop up.
5. Select the one you'd like and press the 'Call' button.
6. You can also enter numbers by using PC Client's dial pad; make sure the text field is clear and click the 'Show Dialpad' Icon below the text field.
7. Enter the number you'd like to call by clicking the buttons.
8. When you've finished entering the number, close the dial pad by clicking the X in the top right corner of the dial pad.
9. Then click the 'Call' button on PC Client.
10. You can also make calls using your call logs. Click the 'Call Logs' tab at the bottom of the PC Client window.
11. To call one of these numbers, simply double-click the entry and the call will be placed.

1. When a new call comes in, you'll see a window pop up at the top of the screen.
2. To pick up the call, click the 'Answer' button.
3. To hang up the phone, click the 'End Call' button.
4. To transfer the caller, click the 'Transfer' button.
5. Type in the number that you'd like to transfer the current caller to.
   • You can also click the arrow of the 'Transfer Call to' text field to see your recently dialed numbers, or search your directory by typing a name in the text field.
6. Once you've selected the person the current call will be sent to, click the 'Transfer' button to send the call over directly.
7. If you'd like to let the person you're transferring to know that you're sending them a call, click the 'Announce' button to phone them first.

1. To find your message retrieval number, click 'Tools' from the topmost menu of the PC Client window, and select 'Personal Agent' from that drop-down.
   • This will pop up a browser window with Personal Agent.
   • In the browser window, select 'Unified Communications' from the left-hand panel.
   • Select 'Overview'; this will show your voicemail retrieval number[s].
   • Copy the number to your clipboard by highlighting it with the mouse, right clicking, and selecting 'Copy'.
   • Return to your PC Client window, and select 'Tools' again from the topmost menu.
   • Select 'Preferences' and then click 'Voicemail' from the left-hand menu of the Preferences screen.
   • In the first field of the Voicemail Login screen, enter the message retrieval number you just copied.
   • In the second field, enter your mailbox number followed by the pound sign #.
   • In the last field, enter your mailbox password followed by the pound sign #.
   • When you've finished filling out the fields press OK.
   • To retrieve your voicemail, click 'Tools' at the top of the PC Client window, and then 'Voicemail'.
   • You can browse your messages using the buttons available.

1. To start an IM Session, click the ‘Directory’ tab.
2. Right click the user you’d like to chat with and select 'Send Instant Message'.
3. A chat window will pop up. Type your message in the lower portion of the chat window and click the Enter key on your keyboard to send.
4. The icons at the top of the screen allow you to send files, links, or share a whiteboard.
   • Your recipient will have to accept these requests before they go through.

1. Click the Directory Tab in your PC Client window.
2. Click the 'More Commands' arrow icon at bottom of the PC Client window and select 'Edit Groups'.
3. To add a group, double-clock the text, and enter a new name.
4. Hit the enter key, and the group has been added.
5. To remove a group, highlight the entry by clicking, and click the 'Remove Selected Entry' link at the bottom of the Groups Management screen.
6. Once you've finished editing your groups, click the ‘Close’ button on the Groups Management screen.
7. To manually add a user, click the 'Add Contact' button at the bottom of the screen.
8. Fill out the fields: the required fields are 'nickname' and at least one phone number.
9. From the 'Preferred Contact' dropdown, select the field you filled out for the phone number [for example, 'Home'].
10. To add this user to a group, simply chose the applicable group from the 'Group' dropdown menu.
11. When you've finished making your selection, click the 'Save' button.
    • This user has now been added to your directory.
12. To import a bulk of users from Outlook or a CSV file, click the 'More Options' arrow at the bottom of the PC Client window and select 'Import Contacts'.
    • Here you can select where you're important your contacts from.
13. Select your source file, select a group if applicable, and then click the 'Import' button.

1. Click the 'Call Logs' tab at the bottom of the PC Client window.
2. To expand the PC Client window to better see your call Logs, click and hold the bottom right corner and drag.
3. Under the 'Call Logs' tab, you'll see 'Inbox' and 'Outbox' buttons. Inbox refers to all the calls you've received, and Outbox refers to all the calls you've made.
4. To delete an entry, simply highlight it, and click the delete key on your keyboard.
5. To call an entry, double-click it and the call will be placed.
6. To export all entries, click the 'More Commands' arrow at the bottom of the PC Client window and select 'Save Call Logs'.
7. Name the file, select where you'd like them to be saved on your hard drive, and click ‘Save’.
   • They'll be saved as a text file.

1. To change your status, click the arrow beside the status button and select your new status from the drop-down menu.
2. If you would like to create a custom status, click 'New Note' in that same drop-down menu. 
3. This will allow you to name a new status [for example, 'Writing Report'] and select whether you are available to take calls during this status, or on Busy Mode.
4. Click 'Tools' at the top of the PC Client window, click 'Preferences' and from the left-hand menu of the Preferences window select 'Presence'.
5. Check 'Report when inactive' and set the timer to automatically change your status when you've been inactive for 10 minutes.
6. Check 'Report when on the phone'; this will allow other users to see when you're currently on a call.
   • The last selection, Presence Authorization, allows you to accept or decline requests to see your status. If you choose to authorize before allowing users to view your status, new requests will pop up when you turn on PC Client and you can chose whether or not that user should see your online/offline status.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Click on the Preferences icon.
3. In the file tree, click 200x, then the LOGOUT link.
4. You will see all the devices you're currently logged into displayed in the right hand pane.
5. Click the LOG ME OUT link.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Click the Directory icon at the top of the screen.
3. Click the Groups icon to add a new group. Name your Group, and click ADD.
4. Click Directory icon again to start adding friends.
5. Under the SEARCH field, select Global Address Book.
6. Under the FOR field, select NAME, and enter the first few letters of the person's name, followed by the asterisk [*].
7. Click SEARCH.
8. Select the checkbox of those you want to add, and click the ADD button.
9. Select the Groups you'd like to add them to and click OK.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise and IP Office Plus accounts can use this service.
3. Click Preferences > Services > Unified Communications > Greetings > Greeting Settings
4. In the right hand pane, you'll see the available greetings.
5. Click the MODIFY link on whichever greeting you're currently using.
6. Enter the email address to which you'd like voicemail messages forwarded and hit SAVE.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise accounts can use this service.
3. Click the Routs Icon and then New. Click the When a Call is Received checkbox, and then NEXT.
4. Conditions are people affected by this rout. If all callers should be affected, simply click NEXT.
5. Click Ring My Devices, and then the ""These Numbers First"" link.
6. Select the ""Ring these numbers"" checkbox and select "forever" .
7. Under TYPE, select ""Other"" and type in the number you'd like to call forward to. Click OK and then Click NEXT to continue building the rout.
8. Exceptions are people who aren't affected by this rout. If there are no exceptions, simply click NEXT.
9. Click Make Rout Active checkbox and name your rout.
10. Click SAVE.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise accounts can use this service.
3. Click the Routs Icon and then New. Click the When a Call is Received checkbox, and then NEXT.
4. Conditions are people affected by this rout. If all callers should be affected, simply click NEXT.
5. Click Ring My Devices, and then the ""These Numbers First"" link.
6. Select the ""Ring these numbers"" checkbox and select the number of rings from the drop-down menu.
7. Under TYPE, select ""My Client"" to ring your account and then hit OK.
8. In the previous menu, click the checkbox for ring ""These Numbers Second"" and click the ""These Numbers"" link.
9. Select the ""Ring these numbers"" checkbox and select the number of rings from the drop-down menu.
10. Under TYPE, select ""Other"" and type in a phone number to ring an outside line [like a cel phone].
11. Click OK.
12. If you want the call to return to your SIP account, click the ""If no answer then send to voicemail"" checkbox, and select your greeting.
13. Click NEXT.
14. Exceptions are people who aren't affected by this rout. If there are no exceptions, simply click NEXT.
15. Click Make Rout Active checkbox and name your rout.
16. Click SAVE.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise or IP Office Plus accounts can use this service.
3. Click Preferences > Services > Unified Communications > Greetings > Greeting Settings
4. In the right hand pane, you'll see the available greetings.
5. Click the MODIFY link on whichever greeting you're currently using.
6. Key transfers allow a caller to press keys during your voicemail message. Your options are to let them press 1, 2 or 3.
7. Beside your desired option, enter the phone number to which you'd like to transfer.
8. Hit SAVE.

Note: This number option will only be active for the greeting you just built it on- if you want it to work when other greetings are active, you have to also input it [as shown above] for those greetings.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise and IP Office Plus accounts can use this service.
3. Click Preferences > Services > Unified Communications > Greetings > Greeting Settings
4. In the right hand pane, you'll see the available greetings.
5. Click the MODIFY link on whichever greeting you're currently using.
6. Enter the email address to which you'd like voicemail messages forwarded and hit SAVE.
7. Click Greeting Settings again to display your available greetings.
8. Click the MODIFY link on a different greeting [for example, Custom #3].
9. Select a different email address from the first, and type it in.
10. Now voicemails left when Custom #3 greeting is active will be forwarded to a different email than when your first greeting was active.

1. Log into Personal Agent using the SIP address [username] and password you were given when you set up the account.
2. Only IP Enterprise accounts can use this service.
3. Click the Routs Icon and then New. Click the When a Call is Received checkbox, and then NEXT.
4. Here are your conditions. Click the checkbox for "received in specific day/time ranges" and then click the link.
5. Click the My Office Hours checkbox and then the MODIFY button to change the times.
6. Click the CLEAR ALL button to start from scratch.
7. Select your office hours by clicking the checkboxes of the weekdays, and then selecting your open hours from the dropdown menu to the right.
8. Click the ADD TIME button.
9. Scroll down to the bottom of the popup and click SAVE.
10. Click the checkbox to activate My Office Hours and then click SAVE again.
11. Continue to build the rout by clicking NEXT.
12. Click Ring My Devices, and then the ""These Numbers First"" link.
13. Select the ""Ring these numbers"" checkbox and select the number of rings from the drop-down menu.
14. Under TYPE, select ""My Client"" to ring your account and then hit OK.
15. Click NEXT. Exceptions are people who aren't affected by this rout. If there are no exceptions, simply click NEXT.
16. Click Make Rout Active checkbox and name your rout.
17. Click SAVE.
18. Now build the After Hours rout: click the Routs Icon and then New. Click the When a Call is Received checkbox, and then NEXT.
19. Here are your conditions. Click the checkbox for "received in specific day/time ranges" and then click the link.
20. Click the Nights and Weekends checkbox and then the MODIFY button to change the times.
21. Click the CLEAR ALL button to start from scratch.
22. The After Hours time ranges should be the opposite of your open hours.
23. To fill an entire day, the weekend for example, select the check box beside Saturday and Sunday, and under FROM Time enter 12AM and under TO Time under 12AM.
24. Click the ADD TIME button.
25. Unclick Saturday and Sunday and click the checkboxes for your weekdays.
26. For the first part of the day, under FROM time, put 12AM. Under TO time, Select your opening hour.
27. Click the Add Time button.
28. For the second part of the day, under FROM time select your closing time [example: 5PM] and under TO Time, select 12AM.
29. Click the Add Time button.
30. Scroll down and hit SAVE.
31. Select the Nights and Weekends checkbox and click SAVE again.
32. Continue to build the rout by clicking NEXT.
33. Since this is an afterhours rout, let's send the caller straight to voicemail.
34. In the Actions window, select the button for Send Straight to Voicemail, and choose a greeting from the drop-down menu.
35. Click NEXT. Exceptions are people who aren't affected by this rout. If there are no exceptions, simply click NEXT.
36. Click Make Rout Active checkbox and name your rout.
37. Click SAVE.

1. From the left-hand Routes Panel, click the 'Call Routes' tab.
2. Click the 'Simultaneous Ringing' link.
3. In the next screen, make sure that the 'Simultaneous Ringing' options is on.
4. From the drop-down menu, select the number of times you'd like these phones to ring.
5. In the blank fields, type in the numbers of the other phones that should ring.
6. If none of these numbers answer and you'd like the call to return to this SIP address' mailbox, click 'Then send to voicemail'.
7. When you've finished making your selection, click 'Apply'.

1. From the left-hand Routes Panel, click the 'Call Routes' tab.
2. Click the 'Sequential Ringing' link.
3. First select the number of times you'd like the SIP account to ring.
4. In the text field beside 'Other' type the number of the line calls should be forwarded to.
5. If you'd like callers to return to the SIP account's voicemail [as opposed to the landline's voicemail] check the 'Then send to Voicemail' box at the bottom of the screen.
6. When you've finished making your selection, click 'Apply'.

1. From the left-hand panel, select 'Unified communications'.
2. Select 'Email Preferences'.
3. In the next screen, click the checkbox that says 'Enable message delivery through email' and type in your email address.
4. From the options below select whether you'd like to automatically delete the message from your voicemail box or mark it as read when you receive the email.
5. Select the quality of the WAV file that is sent to you.
6. When you're finished making your selection, click 'Apply'.

1. From the left-hand panel, click 'My Times.
   • Here you'll see the pre-made times: Office Hours and After Hours. To view the current settings, just click o highlight the time [for example, Office Hours] and the hours will be displayed in the chart below.
2. To modify the hours, click the 'Modify' button to the right of your times.
3. Then, click directly in the chart to highlight or remove squares of time. To highlight multiple squares, click and hold the mouse button and drag.
4. Once you're happy with your changes, select 'Save'.
5. To add a completely new set of times, click the 'Add' button.
6. Name your new group.
7. Click 'Save'.
8. Highlight your new group by clicking it and then click the 'Modify' button.
9. Clicking directly in the chart, set your new times.
10. And then click 'Save'.

1. Click the 'Home' link at the top of the screen. From the Routes panel on the left-hand side, click the 'Advanced' link.
   • In this example, we'll set up After Hours routing so calls will go directly to voicemail on nights and weekends.
2. To build a new route, begin by clicking the 'New' button and name your route.
3. Click OK.
4. Next select the 'Initiate Action' tab. Make sure 'when a call is received' is checked.
5. Next click the 'Conditions' tab.
6. Scroll down to the bottom and click 'received in specific day/time ranges'.
   • This will automatically pop up a new window.
7. In this new window, select the time [in this case, Nights and Weekends].
8. Click to highlight, and click OK.
9. Click the 'Outcome Actions' tab.
   • Here you can set how you'd like phones to ring. In this example, we don't want any phones to ring. So scroll down to the 'send straight to voicemail' option, click it and select a greeting from the right- most drop-down menu.
10. Once you've finished, click 'OK'.

1. From the left-hand panels, click 'IP Phone'.
2. From the IP Phone menu, click 'Logout'.
3. In the next screen, you will see a list of all devices you're presently logged into.
4. Select the device you'd like to log out of, and click the 'Log Me Out' button.

1. From the left-hand panels, click 'Unified Communications' and then 'Greeting Settings'.
2. In the next screen, select the greeting you currently have active.
3. Click the greeting to highlight it.
4. Click the 'Modify' button.
5. Here are your transfer key options. To allow callers to reach another number during your voicemail message, simply type that telephone number into either the 1, 2 or 3 key text field.
   • You can also define an email address for voicemails to be forwarded to as a WAV file.
6. When you're finished making your selection click the 'Apply' button.
   • Remember to re-record this greeting to let callers know they can press options to be forwarded away from your voicemail box.

1. From the left-hand panel, select 'Unified communications'.
2. Select 'Greeting Settings'.
   • In this example we'll be using Custom #1 and Custom #2 greetings, but you can set this up with any greetings you wish.
   • To set up your greetings, simply highlight one by clicking, and then click the 'Modify' button.
   • In the next screen, enter the email address you'd like voicemails for Custom #1 greeting forwarded to.
   • Then Click apply.
   • Do the same thing for Custom #2, but with a different email address.
   • To use these greetings in a routine, click the 'Home' link at the top of the screen.
   • From the routes panel on the left-hand side, click the 'Advanced' link.
   • To build a route, begin by clicking the 'New' button and name your route.
   • Now click the 'Initiate Action' tab. Make sure that 'when a call is received' is checked.
   • Now click the 'Conditions' tab and scroll down to click 'received in specific day/time ranges'.
   • This will pop up a new window. In this window, click to highlight 'My Office Hours' and then OK.
   • Click the 'Outcome Actions' tab.
   • Click 'ring my devices' then click the 'these numbers' link.
   • Click 'ring these telephone numbers' and then select a number of times from the drop-down menu.
   • Enter the phone number in the text field below, or select 'my client' from the drop-down to ring your SIP.
   • Scroll down and click OK.
   • Scroll down and check 'then send to voicemail'.
   • From the right-most dropdown select Custom #1 as your greeting.
   • Click OK.
   • Now build the night route by following the instructions above, but selecting 'After Hours' as your Conditions and 'Custom #2' as your greeting.
     • This will send voicemails left during the day to one email address, and voicemails left at night to a different email address.

1. From the left-hand menu, select the 'Call Routes' tab in the Routes panel.
2. Click the 'Presence Based Routing' link.
3. In the next screen, make sure that the 'On' button is selected.
4. Now check the states you'd like to be affected.
5. Then select 'Other' from the drop-down menu and type in an alternate phone number [for example, a cel phone].
6. Select the number of rings.
7. If you'd like callers to return to the SIP account to leave a message, check 'then send to voicemail'.
8. When you've finished making your selections, click 'Apply'.

1. In the Address Book panel, click the 'Modify Address Group Names' button.
2. Type in a name for your new group.
3. Click the add button.
4. To delete a group, highlight it and click the 'Delete' button.
5. When you're finished making your changes, click the back button to return to the previous screen.
6. To search for users to add to your directory select 'Global Address Book' from the drop-down menu at the top of the screen.
7. In the field beside it, type in the first letter of the name of the person you'd like to add.
8. Highlight their name.
9. And click the 'Add New Entry' button.
10. From the drop-down menu, select the group.
11. Click OK.
12. If you'd like to add somebody who isn't in the global directory, click the 'Add New Entry' button and fill in the information.
13. Click 'Apply' when finished.
14. To Delete an entry, right click the entry, and click 'Delete Entry'.

1. From the left-hand panels, click 'Unified communications'.
2. Click 'Auto-Identification'.
3. Select 'Automatically Log Me In'.
4. In the bottom you'll see alternate addresses that can accept the automatic login.
5. For example, you can add a cel phone number in the text field, and click 'Automatically Log Me In' in the right hand pane.
6. When you've finished making your selection, click 'Apply'.