WINDOWS 1002000 PROFESSIONAL RESOURCE KIT [Electronic resources] نسخه متنی

Configuring Telephony and Conferencing

IP telephony support is also installed during Windows 2000 Professional Setup, including the TAPI 3.0 programming interface and all telephony and media service providers. During installation, Windows 2000 Professional automatically detects, installs, and configures most Plug and Play–compliant modems, adapter cards, and other telephony devices. For devices that are not automatically configured, use the Add/Remove Hardware Wizard to install and configure legacy and Plug and Play devices that require installation information, such as the driver location. Support for telephony devices added after initial Windows 2000 Professional installation can also be provided in this manner.

For a list of supported telecommunications devices, see the Hardware Compatibility List link on the Web Resources page at http://Windows.Microsoft.com/Windows2000/reskit/webresources.

If Windows 2000 Professional is installed over a previous version of Windows that included telephony services (such as Windows 95, Windows 98, or Windows NT 4.0), any previous versions of the TAPI programming interface are automatically upgraded to TAPI 3.0. TAPI 3.0 provides backward compatibility for TAPI 1.4 and TAPI 2.1. If provided in Windows 2000 Professional, device drivers for telecommunications hardware are also upgraded during this migration.

Configuring Modems

A modem is a communications tool that enables a computer to transmit information over a standard telephone line. With Windows 2000 Professional, you can install a modem in one of three ways:

Plugging in your Plug and Play modem.

Using Phone and Modem Options in Control Panel.

Adding a modem through Add/Remove Hardware in Control Panel.

In each of these cases, the Install New Modem Wizard appears and asks if you want Windows 2000 Professional to automatically detect the modem or if you want to manually select a modem from the list of known manufacturers and modem models. If you choose the detection option, the wizard detects and then queries the modem to configure it. If it cannot detect the modem, it prompts you to select one.

After the modem has been selected, you can, if necessary, adjust its properties, such as the volume for the modem speaker, the time to wait for the remote computer to answer the call, and the maximum speed. These adjustments are made from Phone and Modem Options in Control Panel.

Depending on the type of modem you have, installing and configuring it might vary slightly as follows:

If the modem supports Plug and Play, make sure it is configured to respond as a Plug and Play device, rather than manually configure resource settings. this is normally performed through a configuration application provided with the modem. Plug and Play is the preferred method of device enumeration in Windows 2000, and ensures correct configuration of the modem and its resources.

If you install an internal legacy (non–Plug and Play) modem adapter, its built-in COM port must be configured by using the Add New Hardware wizard before it is installed by using Phone and Modem Options in Control Panel. In most cases, the Install New Modem wizard does this automatically for you.

If you are using Windows 2000 Professional PC Card (Personal Computer Memory Card International Association [PCMCIA]) drivers, Windows 2000 Professional detects and configures PC Card modem cards automatically when they are first inserted.

NOTE

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Before you install a modem, see "Modems" in the Windows 2000 Professional Readme.txt.

To install a modem by using Phone and Modem Options in Control Panel

In Control Panel, double-click Phone and Modem Options.

If no modem is currently installed on your computer, the Install New Modem Wizard starts automatically and leads you through the steps for installing a modem.

– Or –

If you are installing an additional modem, select the Modem tab, then click Add to start the Install New Modem Wizard.

In most cases, it is best to let the Install New Modem Wizard detect the modem for you. If it cannot detect the exact manufacturer and model, the wizard picks a standard configuration that is usually compatible; your modem still functions at its maximum speed and according to factory default settings. A few advanced features, such as enabling and disabling compression, error control, and flow control, might be disabled.

NOTE

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This procedure is for both internal and external modems. PC Card modems automatically install when inserted.

For information about installing a modem if your modem is not detected or listed, or about finding a better match than a standard modem type, see "Troubleshooting Modems" later in this chapter.

Windows 2000 Professional automatically makes COM port assignments to communications ports, internal modem adapters, and PC Card modem cards according to their base I/O port addresses. For more information, see "Device Management" in this book.

Defining a Location

A location is information that the Dialing Properties tool uses to analyze telephone numbers in international format and to determine the correct sequence of numbers to be dialed. It need not correspond to a particular geographic location, but it usually does. For example, a user on a portable computer might require a dialing prefix of "9" to dial an external number from an office location, and require a dialing prefix of "*69" to disable a call waiting feature when placing calls from home. A location would be created for each dialing prefix and selected when dialing from each environment. Table 12.3 shows the information associated with a location.

Table 12.3 Location Information

The first time you set up a modem, the Install New Modem Wizard prompts you for the default dialing information about the location you usually call from (My Location), including your area code and country/region code. This information is stored in Dialing Properties, a communications tool that is accessible from all communications applications created for Windows 2000 Professional, and in Phone and Modems Options in Control Panel.

To set default dialing location information

Run the Install New Modem Wizard, and then type the area code and country/region code information in the My Location dialog box.

– Or –

Open Phone and Modem Options in the Control Panel. If the modem was configured previously, the My Location dialog box is displayed. Type the dialing information when prompted.

After you install the modem, more specific location information, such as calling card numbers or rules for dialing outside your local area code, can be entered by editing the fields in the Edit Location dialog box. Additional dialing rules can also be created from this location. For more information about configuring dialing properties, see Windows 2000 Help.

Setting Modem Properties

In the Phone and Modem Options in Control Panel, you can globally change default modem settings for all communications applications and tools created for Windows 2000 Professional. For example, if you do not want to listen to the modem speaker, you can turn it off for all tools and applications that use that modem. Alternatively, you can adjust these settings within each application.

NOTE

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For Microsoft® Windows® 3.1–based or MS-DOS®-based applications, you need to configure the modem settings within each application.

To view general properties for a modem

In Control Panel, double-click Phone and Modem Options.

Select the Modem tab.

Select the desired modem or device, and then click Properties.

Modem settings are listed on the General, Diagnostics, and Advanced tabs. Table 12.4 describes the General settings.

Table 12.4 General Settings

TIP

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If you have a slower computer and an external modem, you can install a 16550A Universal Asynchronous Receiver/Transmitter (UART)–based COM port adapter to increase speeds. Some internal modems have an integrated 16550A UART adapter.

The Diagnostics tab provides hardware information that can be used in hardware configuration and problem determination. Table 12.5 describes the Diagnostics settings.

Table 12.5 Diagnostics Settings

The Advanced tab of the modem dialog box allows you to override the hardware and connection settings that were configured for the modem and serial port. The Extra initialization commands entry box allows you to append to the standard initialization commands used to set up the modem at the start of a communications session. These can be standard AT-type commands, or commands specific to your modem or communications device. Refer to the manufacturer's documentation for a description of available commands.

The Advanced Port Settings button allows you to change the default configuration for the communications port used by the current modem. Table 12.6 describes the Advanced Port settings.

Table 12.6 Advanced Port Settings

Click the Change Default Preferences button to modify the default settings for call handling and data connection preferences. Table 12.7 describes the available settings.

Table 12.7 General Default Preferences

Default hardware settings can be changed by selecting the Advanced tab of the Default Preferences dialog box.

With hardware settings, connection settings usually correspond to what the computer on the other end is using. Therefore, do not change connection settings by using Phone and Modem Options in Control Panel. Rather, use a specific tool or application, such as HyperTerminal, to change these settings connection by connection.

Preferences include Data bits, Parity, and Stop bits. For information about these values, see Windows 2000 Help.

If you have installed an external ISDN modem, an additional ISDN tab is displayed. The ISDN settings must be configured before the modem can be used.

Configuring ISDN Support

Windows 2000 Professional provides built-in support for ISDN. Before configuring ISDN on a computer running Windows 2000 Professional, you need the following:

Installed internal or external ISDN adapter.

ISDN telephone line service at the location where you use dial-up networking to connect to the internet.

ISDN telephone line service at the remote location to which you want to connect, usually either your Internet Service Provider (ISP) or a remote access server.

If your ISDN adapter is Plug and Play – compatible, Windows 2000 Professional automatically installs the required support. If the ISDN adapter is not automatically installed, use the following procedure to install the device support.

To install your ISDN device

In Control Panel, open Add/Remove Hardware.

In the Add/Remove Hardware Wizard, click Next.

Select Add/Troubleshoot a device, and then click Next.

If Windows 2000 Professional did not automatically detect the ISDN adapter, select Add a new device, and then click Next.

If you want Windows 2000 Professional to attempt to find the ISDN adapter, select Yes, search for new hardware.

- Or -

If you wish to manually select the ISDN adapter, select No, I will select it from a list, and follow the instructions.

After the device support for the ISDN adapter has been installed, you are prompted to provide the information necessary to configure ISDN support. Table 12.8 shows the information required in order to configure ISDN in Windows 2000 Professional.

Table 12.8 ISDN Configuration Information

You can change the ISDN configuration information by performing the following steps.

To configure an ISDN adapter

In Control Panel, open System, and then select the Hardware tab.

Click Device Manager.

Right-click the ISDN device whose settings you want to change, and select Properties.

Select the ISDN tab.

Click the drop-down list box to change the switch type. To change the telephone number and SPID information, click Configure.

Windows 2000 Professional supports access and control of telephony features on a PBX through a telephony server. The following section describes the configuration of a Windows 2000 Professional client to access the telephony server.

The Tcmsetup tool allows you to specify the servers responsible for providing the telephony services used by the network.

To identify telephony servers to a TAPI client

Log on to the client computer with an account that is a member of the Administrators group.

Type tcmsetup /c telephonyserver1 [telephonyserver2]… [telephonyserverx]

Click OK.

The switches for the tcmsetup command are described in Table 12.9.

Table 12.9 Tcmsetup Command Switches

The telephony client must be in the same domain as the telephony server, or must be a member of a domain that is fully trusted by the telephony server's domain.

The servers specified in the tcmsetup command override any previous telephony servers specified through previous instances of Tcmsetup. All servers required by the client must be specified in a single instance of the command.

The name of each telephony server is stored in the registry of the Windows 2000 Professional computer, in the key:

HKEY_LOCAL_MACHINE/Software/Microsoft/Windows/CurrentVersion/ Telephony/Providers/<servername>

The tcmsetup command can only be performed when logged on to the client with an account that is a member of the Administrators group. Alternatively, if you are logged on with an account in the Users or Power Users group, you can use the runas command to perform the tcmsetup command as an administrator. For example:

runas /user:mydomainadminacct "tcmsetup /c servername"

Enter the password for the administrative account when prompted.

Configuring TAPI IP Telephony

This section discusses the procedures necessary for configuring a Windows 2000 Professional client to access IP telephony services using the H.323 protocol in an environment where an H.323 proxy or gateway is present. If your Windows 2000 Professional computer connects directly to the Internet, or an H.323 gateway is not used, this configuration is not required.

Specifying the H.323 Gateway

The H.323 protocol incorporates support for placing calls from data networks to the switched circuit PSTN network, and vice versa through an IP-PSTN gateway. The H.323 Telephony Service Provider provides support for gateway calling through the use of a static configuration option, accessible through Phone and Modem Options in Control Panel.

To specify the IP address of the IP-PSTN gateway

From the Start menu, point to Settings, and then select Control Panel.

Double-click Phone and Modem Options.

Click the Advanced tab, and then select Microsoft H.323 TAPI Service Provider.

Click Configure. Select the Use H.323 Gateway check box, and then type the computer name or IP address of the IP-PSTN Gateway in the text box.

The telephony application running at the gateway must conform to ITU-T H.323 v1.0 standards.

For information about the installation and configuration of an IP-PSTN gateway, see "Telephony Integration and Conferencing" in the Internetworking Guide.

Specifying the H.323 Proxy

The Microsoft H.323 TSP incorporates support for firewall traversal. Phone and Modem Options (in Control Panel) is used to specify the inner IP address of the firewall computer. This allows calls to be made and received across the Internet.

To specify the IP address of the H.323 proxy

From the Start menu, point to Settings, and then select Control Panel.

Double-click Phone and Modem Options.

Click the Advanced tab, and then select Microsoft H.323 TAPI Service Provider.

Click the Configure button. Select the Use H.323 Proxy check box, and then type the computer name or IP address of the inner edge of the H.323 proxy/firewall computer in the text box.

Phone Dialer is installed with the default IP telephony support. This TAPI 3.0-compliant application can be used to place and answer:

Point-to-point audio and video calls within an intranet or the Internet.

Multi-user audio and video conferences within a multicast-supported network.

Telephone calls through a IP-PSTN gateway.

Telephone calls through a modem.

For information about using Phone Dialer to place audio and video calls, see Windows 2000 Help.

By default, the Phone Dialer application is configured to work with the majority of network and hardware configurations. The following section describes the procedures to change the default configurations of Phone Dialer, if necessary.

Configuring Lines

Multiple providers, or lines, might be available with a single Windows 2000 Professional client. Default lines for each telephony application can be configured through Options in Phone Dialer.

To configure telephone and Internet lines to be used by Phone Dialer

In Phone Dialer, select Edit, and then select Options.

Select the calling method by clicking the Phone or Internet button.

In the Line Used For box, select the preferred line to be used for telephone, Internet, or Internet conferencing. By default, Windows 2000 Professional automatically selects the first available line, or you can chose a default line. The lines available are:




Phone. Used to make telephone calls through a TAPI-enabled telephony server or H.323 gateway. Calls are directed to the gateway if the H.323 line is the method used for computer-to-phone calls, and an H.323 gateway is defined in Phone and Modem Options in Control Panel.

Internet. Used for point-to-point IP-based telephone calls. Specify the network connection to be used to establish the connection.

Internet Conference. Used to make multi-user telephony connections. Selected connection must support IP multicasting.




Click OK.

Configuring Audio and Video

When installed, Phone Dialer uses the preferred drivers for audio and video support as determined in Multimedia in Control Panel. If a different media device is preferred, you can override the default by using the Phone Dialer Options tab.

To configure audio and video settings for Phone Dialer

From Phone Dialer, select Edit, and then select Options.

Select the Audio/Video tab.

To select the default sound device to be used, click Sound Settings.

The Devices Used for Calling area allows you to change the default device used for audio recording, playback, and video capture of a telephony session. Select the telephony session type in the Line drop-down menu.

Select the device to be used in the Audio record, Audio playback and Video record drop-down menus:




To allow Windows 2000 to use the default multimedia device, select <Use Preferred Device>.

To use another device, select it from the drop-down list.




To disable video playback, de-select the Video Playback check box. During a session where video playback is not required, disabling this option conserves bandwidth for low-speed connections.

Phone Dialer can access an ILS server to obtain a listing of Internet directories for contacting other users. If configured at the server, these directories appear in the Directories pane of Phone Dialer at program start.

You can specify additional local or Internet directories by using the Add Directory feature of Phone Dialer.

To add a new internet directory

From Phone Dialer, select Edit, and then select Add Directory.

Type or select the directory name from the Directory Name drop-down list box.

Click Add.

The directory name appears in the directory panel. An icon to the left of the name indicates the status of the directory. Table 12.10 describes the status and action of each directory entry.

Table 12.10 Directory Entry Information

Configuring Conferences

A multi-user conference can be configured from Phone Dialer, provided that the user has the permissions to create conferences. The network that is to host the conference must support both IP multicast and the Microsoft ILS Site Server Service.

To set up a multi-user conference

From Phone Dialer, select the conference folder in the directory you where want to start the conference.

Click the New Conference icon.

If the selected directory is not available, a message box is displayed indicating that the conference cannot be created. Select an available directory.

Complete the Name and Description fields. By default, the conference name is <Owner>'s Conference.

Under Conference Time, set the start and stop dates and times for the conference.

If your network supports them, select the desired conference scope from the Conference Scope list box.

A conference scope enables the conference creator to restrict participants in a conference based on membership to a scope. A multicast scope defines the parts of the network over which multicast packets are allowed to go. A scope is used to limit packet propagation to a certain geographic area, for example, a specific building or segment within a network.

Click the Permissions tab.

Click Add to include additional attendees, or Remove to remove attendees.

By default, the conference owner and Everyone are given permission to join the conference.

For each participant, determine conference permissions by selecting them in the Permissions box. The available permissions are listed below:




Join Conference. Allows a person or group to access a conference (default permission for all users).

Modify Conference Properties. Allows a person or group to change conference attributes (name, description, and start/stop date and time).

Delete Conference. Allows a person or group to cancel a scheduled conference (default permission for conference owner).




Click OK.

The steps required to configure NetMeeting on a Windows 2000 Professional client are described in the following sections. For information about using NetMeeting to place audio, video, and data conferencing calls, see Windows 2000 Help.

NOTE

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These features can be automatically configured in a Windows 2000 domain environment using Group Policy on a Windows 2000 domain controller. For more information, see "Group Policy" in the Distributed Systems Guide.

NetMeeting 3.0 is installed as a default installation option of Windows 2000 Professional, located in Start/Programs/Accessories/Communications. In order to place audio calls with NetMeeting, you need an audio device with speakers or earphones, and a microphone. To send video with NetMeeting, you need a video capture device and camera, or a video camera that connects through the computer's parallel or USB port. A video device is not required to receive video.

NOTE

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Video devices that use a video capture card and camera use fewer of the computer's processing resources than devices that connect directly through the computer's parallel port, or USB port.

The NetMeeting Wizard collects user identification information, specifies a default directory server, configures connection settings, and optimizes audio settings. This information must be complete before NetMeeting can start. Table 12.11 lists the specific information required by the configuration wizard.

Table 12.11 NetMeeting Configuration Settings

The user configuration settings obtained by the NetMeeting Wizard can be changed at any time in the General tab by selecting Tools/Options from the NetMeeting menu bar. NetMeeting stores all user-specific information in separate profiles for each user. The information is stored in the registry location HKEY_CURRENT_USERSoftwareMicrosoftUser Location ServiceClient.

Configuring Audio and Video Devices

After configuration information has been collected, the NetMeeting Wizard performs a test of the computer's audio features. This test allows you to tune the playback and record volumes used in your NetMeeting sessions. You can perform the audio tests at any time by selecting Tools/Audio Tuning Wizard from the NetMeeting menu bar. You should to rerun this test if your audio hardware configuration changes, or if the sound environment changes, such as moving a portable computer to a noisier location. Audio settings can be further optimized by specifying options on the Audio tab in the Options dialog box. Table 12.12 describes the NetMeeting Audio Settings.

Table 12.12 NetMeeting Audio Settings

Video settings are configured by selecting the Video tab in the Options Properties dialog box. This page allows you to change the size of the video window, select video quality, and to choose the device used during video sessions. Table 12.13 summarizes the available options for optimizing NetMeeting videoconferencing sessions.

Table 12.13 NetMeeting Video Settings

Configuring Directory Servers

A directory server is an ILS server that provides a database of NetMeeting hosts that are currently connected to the server and have chosen to display their names. Accessing a directory server relieves users from having to manually enter the names or IP addresses of people they wish to call. Microsoft provides and maintains the Microsoft Internet Directory, which is the default directory configured in NetMeeting. In order to configure additional directory servers, perform the following steps:

To specify a directory server to place calls

On the Tools menu, click Options.

On the General tab, under Directory Settings, in Directory, type or click the new directory server name.

A gatekeeper is a server in a network that manages client access to telephony services. A gatekeeper provides address resolution, call routing, call logging, and other services to other computers within the local communications network, or to external users. NetMeeting can access gatekeepers and gateways that support the H.323 protocol.

To configure a gatekeeper to place calls

On the Tools menu, click Options.

On the General tab, click Advanced Calling.

In the Advanced Calling Options dialog box, click Use a gatekeeper to place calls.

In Gatekeeper, type the computer name or IP address of the gatekeeper computer.

If you log on to your organization's gatekeeper using your e-mail address, click Log on using my account name. Otherwise, click Log on using my phone number, and then type your phone number in the box.

NetMeeting supports access to switched circuit PSTN networks through an H.323 gateway. In a gateway-configured environment, NetMeeting users can place telephone calls to users on public or private telephone networks.

To configure NetMeeting to access an H.323 gateway

On the Tools menu, click Options.

On the General tab, click Advanced Calling.

In the Advanced Calling Options dialog box, under Gateway settings, select the Use a gateway to call telephones and videoconferencing systems check box.

In Gateway, type the gateway's name or IP address.

Call Security is a new feature in NetMeeting 3.0 that provides security for data exchanged during NetMeeting chat, whiteboard, shared program, and data exchange features. Data transferred in a secured session is encrypted. Audio and video features are not secured, and are not available during a secured call. A call cannot contain both secured and nonsecured data.

NetMeeting optionally provides user authentication through certificates to verify user identity. Security certificates can support encryption, authentication, or both. NetMeeting includes a security certificate that provides encryption only. Additional security certificates can be obtained within an organization, or through a certificate authority, such as VeriSign, and are installed using the Certificates MMC snap-in. For more information about obtaining and installing additional certificates, see "Security" in this book.

NOTE

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NetMeeting only works with certificates in the Windows 2000 certificate store. Certificates obtained from browsers that use private certificate stores cannot be used with NetMeeting.

To set security options

On the Tools menu, click Options.

On the Security tab, under General, select or clear the I prefer to receive secure incoming calls check box. When this option is selected, only callers making secured calls are able to contact the computer.

- Or -

Select or clear the I prefer to make secure outgoing calls check box. When this option is selected, all outgoing calls will be secure. However, call security can be changed on a call-by-call basis by selecting the Require security for this call (data only) check box when placing a call through the Place a call dialog box.