Laptop and Remote Desktop Users

Setup and Use a Mitel Softphone


You can use a plug in headset with Mitel Connect to make and receive calls through your computer. The phone system sees this computer installed phone as a normal extension on the system. Therefore, you can transfer calls, make conferences calls, and use all the features that are available on your phone in the office.


Requirements; some of these I.S. must do for you.

  1. You must have the Watchguard VPN client installed on your computer.
  2. You must be able to connect to the VPN.
  3. You must have the correct Mitel Connect client installed on your computer.
  4. You need speakers and a microphone. Most people use a headset to provide these.
  5. You need to confirm that the headset works.
  6. I.S. must enable soft phone on your extension. I.S.: Find extension; click Telephony; check Enable use of soft phone.


Once you meet these pre-requisites, you can connect your soft phone:


Part 1: Get Setup:
  1. Connect your laptop to wireless so it can access the Internet. Usually it looks like the three arcs as shown in the screen shot to the right. But occasionally, it will look like this: . If it looks like this, then click this icon.
  2. Plug in your headset. 
  3. Launch the VPN and connect; see screen shot to right. If you click CLS Watchguard VPN and a new windows opens, see the second screen shot on the right and below. In that window again click CLS Watchguard VPN. Now three more buttons will appear. 
  4. In either scenario, click the Connect button. If this is the first time that you have logged into the CLS Watchguard VPN, it will ask for your network logon. Enter your username and password, then same one that you use to logon to your laptop with. Ex.: jvansmith; AB3tt3rP@ssword.
  5. Wait a few seconds until the VPN says Connected.
  6. Once you connect, the VPN logon box will disappear. If the VPN fails to connect, an error will pop up. So if the logon box disappears, then you know that you have successfully connected.







Part 2: Get Mitel Connect Setup
  1. Now open Mitel Connect.
  2. When Connect starts the first time, you need to finish configuring it. If you have your own extension in Mitel, fill in these settings; see screen shot at right:
    • Click Show advanced.
    • In Domain type cls.org.
    • In Server, type Mitel.
    • Click Login.
    • Note: if you have a "generic" logon, you will also have to enter that in the username and then the enter its password. Ex.: IntakeSNF, SNFP@ssword.
  3. The first time only, you have to configure Connect to use your headset. Click the down arrowhead next to the word Connect in the top banner.

  5. Settings will slide out to the right. See screen shot far right. Click Softphone.
  6. At the top, make sure that Capture audio through is set to your computer's microphone and speaker devices. However, if you use a headset, select it; for ex. our USB headset is a Logitech h570e. We might have to help you with this. Click the far right top horizontal line to close this.
  7. At this point, a box might pop up that says 'do you want to allow Mitel traffic through your Windows Firewall'. Click Allow.
Part 3: Switch Your Phone to Softphone
  1. Click on your name in Mitel Connect. See screen shot below. 
  2. The Primary Assignment feature will pop out. See screen shot below.
  3. Now click on the Radio Button labeled Softphone.
  4. Finally click the horizontal line at the far upper right to close this box.
You are now ready to use your phone through your computer.


When you are done making calls, remember to disconnect from the CLS Watchguard VPN.