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Personal Agent User Guide - OneConnect Services Inc.

1. 2 View the specific details of your conference information Dial In Number Access Code Note Contact your service provider or system administrator to request any changes to the conference phone number s or conference access code NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 43 Chairperson PIN To change the Chairperson PIN enter a number between 4 and 10 digits long Acheckbox to indicate whether or not the conference will end when you disconnect from the call 3 Click Save to save your changes If you make changes and decide not to save them click Reset When you do the page is refreshed to the original information Modifying your call park Call park allows you to place a call on hold so that someone else can retrieve it You can have the call returned to you if it is not picked up after a specified amount of time For information on how to use the call park feature refer to the user guide for your device This service must be enabled in your service package To change your call park settings 1 Click the Preferences gt Services gt Call park submenu option The Call Park page appears ae amp amp 79 jill any company com x EJ Jill Brown gt vVvvyvvvvvvVvV Vv VV vs gt Preferences 5 Personal i200x Services Service package Ge Presence Watchers Banned watchers Auto presence Meet Me
2. Jil company com siikBrown vik x y vuyuvvvvvvvvvvvvvvvvv Watchers Watching since Call Banned watchers john any company com 06 23 1 40 PM Call Auto presence C mary any company com 06 23 8 49 AM Call a oe eas a Communications r jane any company com 06 23 1 27 PM Call eet Me ames any company com Call park Lie any company 06 23 1 39 AM Call yw The list shows only the active usernames watching your presence not all users registered to your presence The date when an active watcher subscribed to your presence information is also displayed To ban an active watcher from seeing your presence information a Click the checkbox beside the watcher s username b Click the Ban watcher s icon The Banned watchers list appears with the new banned watcher s username Setting up a Banned watcher s list You want to ban someone from subscribing to your presence information in the future Use the Banned watchers menu option to restrict access to other users who do not currently appear in your watcher s list To ban someone from viewing your presence information Personal Agent User Guide Standard Nortel Networks Confidential 40 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Presence gt Watch List submenu item The Watch List page appears p gt p gt M SES ODO Preferences EE Personal Banned watchers H i
3. SIP address pat any company com Edit r John Doe Doe John dit SIP address john any company com 4 Personal Agent User Guide Standard Nortel Networks Confidential 64 Chapter 3 Creating and maintaining your directories 3 To delete a contact as a Friend uncheck the checkmark next to the Friend icon in the contact details page List view or Card view and click Save Tip You can also use the Multimedia PC Client Multimedia Web y Client 12002 or i2004 Internet Telephone to see whether or not a Friend is online Using the global address book Your global address is a directory of all users in your domain This list is created and maintained by your service provider or system administrator Your global address book has two viewing options for your contacts e List view a traditional table like view e Card view information as you would normally see on a business card including a picture of the contact if available Accessing the global address book To the global address book 1 Click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu Note By default the active book is always your personal address book in gt List view format NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 65 jill any company com x Jill Brown gt mape ogo Routes Prefe
4. 45 Chapter 3 Creating and maintaining your directories The Directory icon available from the Personal Agent Quick Start landing or top navigation menu allows you to e create and maintain a personal address book of your personal contacts and groups of contacts e access a global address book of all users in your domain e calla contact from your personal or global address book e access details about a contact including their presence status on the system Topics in this section e Understanding Personal Agent address books on page 45 e Using your personal address book on page 46 e Managing your contacts in your personal address book on page 56 e Using the global address book on page 64 Understanding Personal Agent address books The following address books are available in the Personal Agent e personal address book contains contact information set up by you Personal Agent User Guide Standard Nortel Networks Confidential 46 Chapter 3 Creating and maintaining your directories e global address book contains contact information maintained by your system administrator and for reference only of all users in your domain Tip Information in your personal and global address book can be used Y as a condition when defining a route to handle your incoming calls For more information see Chapter 6 Using the Personal Agent Route Wizard on page 87 Using your persona
5. Contact info Password Password should be 1 20 characters in length Picture My Times New password E i200x Confirm new password om Services Old password J Personal Agent User Guide Standard Nortel Networks Confidential 18 Chapter 2 Managing your preferences 2 Complete the required fields Field Description New Password Your new password Note Consult your system administrator for password criteria Confirm Confirmation of your new password Password Old Password Your old password that you entered when you registered with the Personal Agent a Tip For security purposes it is recommended that you change your password periodically 3 Click Save The message Password updated successfully appears at the top of the Password page indicating that your changes are applied Selecting a picture ID You can add a picture to use as your picture caller ID in the Multimedia Web Client or the Multimedia PC Client If you are replacing an existing picture ID then your new picture overwrites the old picture To add or modify a picture 1 Click the Preferences gt Personal gt Picture submenu item The Picture page appears allowing you to add view or update your picture caller ID picture NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 19 The first time you access this page you will notice a shadow figure T
6. 0 00 36 cindy any compa Call r v Cindy Jones 05 20 04 9 00 AM 0 00 05 andy ary compa Call cr Cindy Jones 05 20 04 6 41 AM 0 00 16 cindy any compa Call r U Peter Hendersona 05 11 04 4 04 PM 0 00 00 peter any compa Call r Ys carmen Rosa 05 05 04 10 48 AM 0 00 00 carmen any com Cail s d Carmen Rota 05 05 04 10 47 AM 0 00 00 carmen any com Call isj 2 Click the Add to directory icon The Directory page appears with a message confirming that the contact was successfully added The new contact appears in the Directory list Clearing call log information To remove one or more entry in a call log 1 Click the checkbox beside the name of the contact you want to delete 2 Click the Delete entry icon You are prompted to confirm the deletion Click Ok to confirm the deletion The Call logs page refreshes and the entry is gone entry in the call log The Clear all button removes the checkmark beside Tip The Select all button under the call log adds a checkmark to every entries in the call log NN10039 113 Standard Nortel Networks Confidential 81 Chapter 5 Using click to call to make calls The Personal Agent allows you to initiate calls to contacts in your personal address book as well as the global address book by using the click to call functionality Using click to call you enter a phone number or SIP address of the device where you want to take the call then enter the called party n
7. Exiting the Personal Agent on page 12 e Using the online Help on page 12 e Starting the Multimedia Web Client on page 13 What is the Personal Agent The Personal Agent is a powerful tool that allows you to more effectively manage your services and communication preferences on your system The Personal Agent is your own communications concierge ensuring that your calls are delivered wherever and whenever you would like Personal Agent User Guide Standard Nortel Networks Confidential 2 Chapter 1 Getting started with the Personal Agent Personal Agent services and features The Personal Agent solves the problem of having a different contact number for your office phone home phone mobile phone and other communications devices Using the Personal Agent you can direct incoming calls to ring all of these devices at the same time or in a sequence Personal Agent features allow you to e define how your incoming calls will be treated e view and customize your personal information and services including viewing the presence of another user in your network e manage track and maintain key contact information e establish a call between you and another contact e start the Multimedia Web Client from the Personal Agent Before you begin You need the following items to start using the Personal Agent e URL to access the Personal Agent e User name and password for login provided by your system admini
8. To call a contact click the Call link in the Call column to initiate a call to the contact in your personal address book jill any company com x Jill Brown SEARCH Personal address book z FOR Select an address book z List view Card view ee wf New Delete Groups ect Cal O Babar Susan Babar Susan Not Call a available O Burns Chris Burns Chris Customers Call Not O Cook Pat Cook Pat ARETE Call Not im Doe John Doe John aike Call mj Gonzalez Don Gonzalez Don Family Call m Henderson Peter Henderson Peter Not Call Seer available i i Not Jones Cindy P Gall C Jones Cind Jones Cindy Aade Call Not B Lane Joe Lane Joe SGailabie Call i Lan min Lan Masin Callaanunel Call The Click to Call page appears See Chapter 5 Using click to call to make calls on page 81 for complete information on using click to call NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 53 Z Personal agent Microsoft Internet EXplOrer PrO ndeoin E3 IClick to Call This feature connects both parties at the selected devices Ring me at ity cient xlftedeabecom Make Call To cient sifmonika abocom Viewing your contacts To expand the list of contacts to display all the contacts in your personal address book click View All Viewing your contacts
9. click on the Outbox tab at the top of the window Click on the Call logs icon in the top navigation bar The inbox call log shows all of the incoming calls to you with information about the caller s name time of the call duration and caller address The icons in the Type column are as follows indicates that the call was answered y indicates that the call was not answered F Personal Agent User Guide Standard Nortel Networks Confidential 78 Chapter 4 Call logs The outbox call log shows the name of the person you called the time of the call duration and SIP address Note Network based call logs will be able to capture the log for calls missed whether the caller leaves a message or not The icons above indicate whether the call was answered or not Calling contacts in the call log Click the Call logs icon in the top navigation bar Select your call log tab if required Click the Call link beside the contact name The Click to Call window appears Click to Call This feature connects both parties at the selected devices Ring me at My client f john any cornpany com Make Call To Client jill any company com Call 4 Complete the following actions for Ring me at a Device select a device from the drop down list that you wish to initiate the call from NN10039 113 Standard Nortel Networks Confidential Chapter 4 Calllogs 79 b Phone or Address
10. e send the call to voice mail if enabled in your service package e specify the call to be sent to a particular phone number For information on setting up the actions for an incoming anonymous call see Specifying an ordered list on page 102 and Specifying a rejection message on page 104 To specify an anonymous caller condition 1 Select the Received in Unavailable Busy option in the Step 2 Conditions window Route Wizard Step 2 Conditions Select how you would like to filter calls received IV From THESE GROUPS in my Directory 7 From THESE TELEPHONE NUMBER S I From anonymous VV Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S v Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home ahs ec 6d O john any company com x John Doe vuvvuvvvvvvvvs Continue to specify conditions or click Next to go to the next step NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 99 Specifying a condition for Unavailable Busy You can set up the following conditions about how to handle incoming calls when your presence state is set to Unavailable Busy e reject the incoming call without specifying a reason e reject the call and specify a reason for the rejection e send the call to voice ma
11. select the group and click Delete Personal Agent User Guide Standard Nortel Networks Confidential 62 Chapter 3 Creating and maintaining your directories 5 Click Back to return to your personal address book Designating a contact as a Friend Note Presence must be enabled in your service package in order to be able to select the Friend check box for designating a contact as a Friend in your personal address book Your service package determines the maximum number of contacts that you can designate as Friends By designating a contact as a Friend you are able to view their activity by clicking the icon Friends Online in the Multimedia web client For more information refer to the Multimedia Web Client User Guide The Personal Agent allows you to create view and update a contacts as a Friend Friends may be people that you work with or correspond with regularly To designate a contact as a Friend 1 Click on the checkbox next to the Friends G icon when entering or completing contact information in your personal address book Card view or List view L O 6 iae X vuvvuvvuvvvvvv First name Pt Last name Cook Nickname Jcook Pat k SIP address Jpat any company com Email address pat any company com Business phone 555 1212 o Home phone U Mobile D Pager EEE Fax Friend 9 Group Colleagues z E E r concel NN10039 113 Standard Nortel Networks Confiden
12. you wish to delete Click the a Delete icon on the personal address book page Click OK when you are prompted to confirm the deletion The contact is deleted from your personal address book that is dynamically synchronized with the Multimedia Web Client the Multimedia PC Client and the i12002 12004 Internet Telephone Adding a new group Before you begin adding contacts to your personal address book you will want to create a group for the contact to belong to For example you can create a group called Work for your office contacts another called Personal for your personal contacts in another and so on To add a new group NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 61 1 From the personal address book click the a Groups icon The Groups page appears a X 6 6 Q e x Groups Enter new group name J Team 2 Enter the name of the Group For example you can group all the members of your family into a group called Family 3 Click Add The message Address book group added successfully appears at the top of the Groups screen The new group now appears in the Groups window gt gt gt gt gt gt fa jill any company com Xx E3 Jill Brown Groups Enter new group name 4 Click Add to add more groups To rename a group select the group in the Groups window and click Rename To delete a group
13. 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 35 e Call Park select whether or not parked calls are returned to you if they are not retrieved auto retrieve and change the time setting that determine how long a parked call waits before it is returned e Calling Line ID Restriction block your calling line ID information from transmitting when you make a call Tip You may see other menu items depending on your Service y Package Please refer to the documentation for those services Viewing your service package information Note You do not have the ability to change any of the service package parameters that you view on the Service Package page Contact your system administrator to request any changes to your service packages To view the services enabled in your service package 1 Click the Preferences gt Services gt Service package submenu item The Service Package page appears displaying the name of the service package Personal Agent User Guide Standard Nortel Networks Confidential 36 Chapter 2 Managing your preferences and the services packages assigned to you The lists of features available will vary with each user based on the Service Package available to them i john any company com fa y 4 K3 Q John Doe x VLUU UVVU VV ULVA U V Inbox and outbox call logs _ amp Preferences Service Package All Services 5 Pers
14. 1623 mforbes any company com 456 173 6236 Cancel 2 Enter a phone number or a list of phone numbers or a SIP address Add one number or SIP address per line that the filter will apply to 3 Click OK to accept the selected phone numbers or SIP addresses or Cancel to quit this window The Step 2 Conditions window appears with the phone conditions you specified listed in the Route details window john ony company com John Doe x Route Wiad Step 2 Conditions Select how you would like to filter calls received T from THESE PEOPLE in my Personal Address Book Fron THESE PEOPLE in my Global Address List F From THESE GROUPS in my Directory I From THESE TELEPHONE NUMAER S I From anonymous Route deteits click or ona link to edit When 4 call is received from Work Team respond with the instant message Call me at home cancel Es ae Finish 4 To edit the condition click the link in the Route details window 5 Continue to specify conditions or click Next to go to the next step Personal Agent User Guide Standard Nortel Networks Confidential 98 Chapter 6 Using the Personal Agent Route Wizard Specifying a condition for an anonymous incoming call You can set up the following conditions about how to handle incoming calls from an anonymous caller e reject the incoming call without specifying a reason e reject the call and specify a reason for the rejection
15. 33 personalized presence status 31 reordering reasons 31 specifying reasons 29 i200x option 27 L list view personal address book 47 List View tab personal address book 48 Meet me audio conferencing 42 Access Code 42 changing chairperson PIN 43 Dial In Number 42 service package option 38 viewing bridge details 42 My Times adding new day and time range 21 copying a day and time range 26 day time combinations 22 day time details window 24 deleting a day and time range 26 modifying 25 removing day time ranges 24 renaming a day and time range 26 P password changing 17 personal address book 46 adding a contact 56 adding a Friend 62 adding a group 60 definition 5 delete icon 47 deleting a contact 60 editing a contact Card view 58 editing a contact List view 57 group icon 47 initiating a call 52 list view 47 new contact icon 47 searching for a contact 48 sorting contacts 48 storing addresses 4 table of search criteria 112 viewing contact details 51 Personal Agent accessing 7 before you begin 2 description 1 exiting 12 getting started 1 NN10039 113 Standard Nortel Networks Confidential Index 119 interface understanding 10 logging in 8 route wizard 87 services and features 2 picture caller ID adding 18 deleting 20 previewing 20 resetting 20 shadow figure 19 size limits 20 updating 18 viewing 18 preferences Meet Me option 34 presence option 34 service package 34 service p
16. Call column List view or the phone number or SIP address link Card view for the contact in your personal The Click to Call window appears 5 Click to Call This feature connects both parties at the selected devices Ring me at My client f john any company com Make Call To Client z jill any company com Call Complete the following actions for Ring me at a Device select a device from the drop down list that you wish to initiate the call from Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for calling the personal address book contact Complete the following actions for Make Call To a Device select a device from the drop down list that you wish to initiate the call to Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the contact in your personal address book Click Call At this point your device is rung The system waits for you to answer then initiates a second call to the contact your personal address book NN10039 113 Standard Nortel Networks Confidential Chapter 5 Using click to call to make calls 85 Using click to call from the global address book To initiate a call from your global address book 1 Locate the user in the global address boo
17. Client To start the Multimedia Web Client from the Personal Agent click the Multimedia Web Client icon on the Quick Start landing page or from the top navigation menu Z Personal agent Microsoft Internet Explorer mycompany any company com My Company Quick Start Routes VA EN Define call screening and routing Modify personal information and a yo behavior services aY T z 4 f Directory Call logs l ED oes personal and global address Kg aon incoming and outgoing call l T f Q cea a cal between you and another Launch multimedia web client Help Read on line documentation Copyright 2004 Nortel Networks All rights reserved Personal Agent User Guide Standard Nortel Networks Confidential 14 Chapter 1 Getting started with the Personal Agent NN10039 113 Standard Nortel Networks Confidential 15 Chapter 2 Managing your preferences Topics in this section e Setting up your personal preferences on page 15 e Modifying your i2002 and i2004 Internet Telephone settings on page 27 e Viewing and modifying your available services on page 34 Tip Click the and symbols to expand or collapse a menu item on the Preferences page Setting up your personal preferences To set up or modify your personal preferences click the Preferences icon on the Quick Start page or from the top navigation menu Click the Personal submenu item The following submenu item
18. Examples Press Ok Click Help italic text Indicates new terms document titles Acronyms This guide uses the following acronyms IP Internet Protocol PA Personal Agent PNG portable network graphic URL universal resource locator internet address Related publications Other related publications related to the Personal Agent e Multimedia Web Client User Guide Part No NN10040 112 e Multimedia PC Client User Guide Part No NN10041 112 e i2004 Internet Telephone User Guide Part No NN10042 113 e i2002 Internet Telephone User Guide Part No NN10319 111 e Assistant Console and Assisted Support Getting Started Guide Part No NN10393 112 NN10039 113 Standard Nortel Networks Confidential Welcome ix How to get help For service issues please contact your local support or Information Services team Personal Agent User Guide Standard Nortel Networks Confidential x Welcome NN10039 113 Standard Nortel Networks Confidential 1 Chapter 1 Getting started with the Personal Agent This section describes how to get started with The Personal Agent Topics include e What is the Personal Agent on page 1 e Personal Agent services and features on page 2 e Useful terms to know on page 4 e Accessing the Personal Agent for the first time on page 7 e Logging in to the Personal Agent on page 8 e Understanding the Personal Agent interface on page 10 e
19. List view Click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu Personal Agent User Guide Standard Nortel Networks Confidential 48 Chapter 3 Creating and maintaining your directories The List View tab is always the active view when you access your directory Your personal address book appears in a list format allowing you to scroll up and down to view all the contacts in the list john any company com John Doe SEARCH Personal address book Pry re eu FOR Select an address book New Delete Groups List view Card view j w ilt Brown i leat r eunscnrs Bums chris vsilabie Sal a Corry waney Corry Nancy werk Call Z Sonzalez bon Gonzalez Don Sosiala cat r Henderson Peter Henderson Peter us eau s al abge J Hi Re eal G ie j Joey Lane doe i Team Call 5 in pus zene available sal xj Sorting your contacts To sort your contacts click a column name for example Friend Nickname Last name First name or Group Click the column name again to sort in reverse Searching for a contact To search for a contact 1 Select Personal address book from the drop down list next to the SEARCH field NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 49 2 Selecta field to search on as described in the following table Fiel
20. Nortel Networks Home 987 345 3715 978 445 1529 Marney 444 269 2521 778 237 1031 Monika 349 256 1622 840 666 2935 David 234 555 6906 586 555 7345 Select all Cancel 5 To edit the condition click the link in the Route details window 6 Continue to specify conditions or click Next to go to the next step Specifying users from the global address book To specify a user or more than one user from the global address book as a condition 1 Click the link THESE PEOPLE The global address book window appears E Personal agent Microsoft Internet Explorer provided by Nortel Networks l x Selecafeld I E Personal Agent User Guide Standard Nortel Networks Confidential 94 Chapter 6 Using the Personal Agent Route Wizard 2 Enter a search criteria in the Search for field to select a user or group of users from the global address book The result of your search appears in the window below E Personal agent Microsoft Internet Explorer provided by Nortel Networks o xi ETETEA Select Last name First name Teddy 987 345 3715 978 445 1529 Marney 444 269 2521 778 237 1031 Monika 349 256 1622 840 666 2935 David 234 555 6906 586 555 7345 q q lt 1 lt 1 Select all 3 Select a user or group of users from the Select column or click Select all to select all users from the global address book 4 Click OK to accept the selected users o
21. Personal Agent User Guide Standard Nortel Networks Confidential 42 Chapter 2 Managing your preferences Viewing and modifying your Meet me conferencing details The Meet me audio conferencing service allows you to have a personal conference bridge available 24 hours a day Usage of the bridge is strictly enforced through a PIN access Participants dialing into the bridge are greeted and prompted to enter in an Access Code that uniquely identifies a personal bridge Only you as the chairperson the person who owns the bridge can open the bridge and allow all participants to join To view the details of your bridge 1 Click the Preferences gt Services gt Meet Me submenu option The Meet Me page appears gt gt 3 gt jill any company com ahseeooee Of x vuvvvuvvvuvvvuvvvvuvvyu Preferences ip ibe Meet Me H j200x Phone number s used to a Services access the conference meetme_english 5552345 8885552345 Service package 75554444 Presence Access code used to join the EERDE conference 5551234 Rapnodiwaicnars PIN used to identify yourself Auto presence as the chairperson nn M Unified Communications End conference when th Meet Me chairperson disconnects Vv Call park Send me instant messages when I am the chairperson Vv Allow audio emoticons on my conference E When participants join and Play entry exit tones leave my conference C Do nothing
22. SEARCH Global address book ron seasta E ae i Click to Call New Delete Groups This feature connects both parties at the selected devices Card view List view Select Not r Babar Susa Babar Susan aoadable Call Ring me at mj v Burns Chris Burns Chris Customers Call m Cook Pat Cook Pat Colleagues Call my client jill any cormpany com Not Doe John Doe John KEENE Call O S Gonzalez Don Gonzalez Don Family Call Make Call To O Henderson Peter Henderson Peter Non ll available cient f fl i Not chris any company com O Jones Cindy Jones Cindy available Call Not Oo Lane Joe Lane Joe evaileble Call im gt Lee Kevin Lee Kevin Colleaques Call 2 For information on how to use click to call see Chapter 5 Using click to call to make calls on page 81 Working with the global address book Card view To access the global address book in Card view 1 Select Global address book from the drop down list next to the SEARCH field 2 Selecta field to search on as described in the following table Field Search criteria Username Username of the user provisioned by your service provider or system administrator For example eburns Personal Agent User Guide Standard Nortel Networks Confidential 72 Chapter 3 Creating and maintaining your directories Name e First name and la
23. Same as firstname firstname Returns entries starting with firstname firstname same as firstname Phone Number phoneNumber Returns entries starting with phoneNumber appends phoneNumber Same as phoneNumber SIP Address sipAddress Returns entries containing sipAddress sipAddress Same as sipAddress sipAddress Returns entries starting with sipAddress sipAddress Same as sipAddress Friends Rules similar to the last name and first name search apply to this search criteria but the search is carried out for the string with the condition that the entry being searched for is a Friend Group groupName Returns entries belonging to group containing groupName in the name of the group appends groupName Same as groupName groupName Finds entries belonging to the group starting with groupName appends groupName Same as groupName no criteria Returns all the entries in the address book Personal Agent User Guide Standard Nortel Networks Confidential 114 Address Book Search Criteria Global Address Book search criteria The following table provides a detailed description of the Global Address Book search criteria Note The only field that is case sensitive is the phone number field This field is case sensitive for the entire string All other fields are case insensitive for the entire string Note Name searches automat
24. Standard Nortel Networks Confidential Chapter 5 Using click to call to make calls 83 3 Modify the calling and called numbers of the contact in your personal address book or the global address book of your system that you are calling If you do not want to use a pre configured phone number or registered SIP address for the calling or called party then enter a new number or registered SIP address 4 Click Call At this point your device is rung The system waits for you to answer then initiates a second call to the contact in your personal or global address book Using click to call from your personal address book To initiate a call from your personal address book 1 Locate the contact in your personal address book J gt J gt j jot ohntany company com fa y B amp K Bs John Doe x ower rcid Bhan lal Layas prai ae La Ree sm SEARCH Personal address book e a ay For Select an address book o New Delete Groups Card view List view Select Broren J Brown Mi Poua cal r d msa asan Masks available A 5 conry Nance Corry Nancy es cal cr Gaogalez Dan Gonzalez Don prat TET cal B Henderson Peter Henderson Peter Sei die S B w Brown mI pad an Sal a Inn Lane doe hc cal r nwa Doe deb ee ke cal Personal Agent User Guide Standard Nortel Networks Confidential 84 Chapter 5 Using click to call to make calls 2 Click the Call link in the
25. enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for calling the personal address book contact 5 Complete the following actions for Make Call To a Device select a device from the drop down list that you wish to initiate the call to a Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the contact in your personal address book 6 Click Call At this point both sides of the call are rung The system waits for you to answer then initiates a second call to the contact your personal address book Saving contacts from the call log information To save a contact from a call log to your personal address book Personal Agent User Guide Standard Nortel Networks Confidential 80 Chapter 4 Call logs 1 From either the Inbox or the Outbox view click the checkbox beside the name of the contact you want to save ee amp 6 6 Keene StS Storey Bower Divwcnany as Ee Inbox Outbox f e J duration p Imj Carmen Resa 05 27 04 12 03 PM 0 00 00 carman any com Call r Ys Carmen Rosa 05 27 04 12 02 PM 0 00 00 carmen any com Call B Yi Carmen Rosa 05 27 04 11 57 AM 0 00 00 carman any com Gall i Condy Jones 05 20 04 9 03 AM 0 00 07 andyan compa Call E cindy Jones 05 20 08 9 01 AM
26. list of the search criteria refer to Appendix A Address Book Search Criteria on page 111 NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 67 d Click Search The global address book appears in List view with the results of the user search specified ah amp 6 O SEARCH Global address book z a en FOR Last name X Jiones Search New Delete Groups jill any company com x Jill Brown vuvuvvvvvvyvs List view Card view Jones Cindy Jones Cindy a ery cau 3 To return to your personal address book click Return to my address book Working with the global address book List view The global address book allows you to access a single common network wide address book in a list format Sorting users To sort users in the global address book 1 Click a column name for example Last name First name Office or Home 2 Click the column name again to sort in reverse Searching for a user To search for a user in the global address book in List view Personal Agent User Guide Standard Nortel Networks Confidential 68 Chapter 3 Creating and maintaining your directories 1 Select Global address book from the drop down list next to the SEARCH field 2 Selecta field to search on as described in the following table Field Search criteria Username Username of the user provisioned by you
27. lists E Ring THESE NUMBERS first in my ist Rejection MESSAGE PSTN callers receive busy stone Request an email PSTN callers receive busy tone Route details click on a link to edit When a call is received during THESE TIME BLOCK GROUPS Coocel Re ee ETE 2 Click the MESSAGE link to compose a message to display when the route is activated for an incoming call from an anonymous caller The Select rejection message window appears Select rejection message Select a rejection message below or enter your own New Modify Delete Cancel 3 To compose a rejection message click New a dialog box will open Enter the text for your message in the dialog box and Click OK on the dialog box The Personal Agent User Guide Standard Nortel Networks Confidential 106 Chapter 6 Using the Personal Agent Route Wizard rejection message now appears in the Select rejection message window Click on the circle beside the rejection message to make it active wee ee ee eee eee ee Explorer User Prompt x R Script Prompt Select rejection message Cancel Enter a name for the reason Select a rejection message below or enter your own fon vacation New On vacation Modify Delete 4 Click OK to return to the Route wizard Your reject reason appears in the Route details window 5 To edit the message click the rejection link in the Route details window Continue to specify conditio
28. reasons display on your i2002 and i2004 Internet Telephone in the same order they appear in the Current Reasons window a To remove a reject reason from the list highlight the entry in the Current Reasons list b Click Remove to remove the selected reason or click Remove All to remove all reasons 3 To save your changes click Save Personalizing your presence To customize a presence status note for display on the 12002 and i2004 Internet Telephone Personal Agent User Guide Standard Nortel Networks Confidential 32 Chapter 2 Managing your preferences 1 Click the Preferences gt i200x gt Presence gt Personalized presence submenu The Personalized presence page appears jill any company com x Jill Brown gt z hikaia y AAA ia ESIN eo iene i Preferences E Personal Personalized presence tw i200x ee SBS New note Reasons Logout E Services Current notes Remove Remove all 2 Enter a note in the New Note text field to appear on your i2002 and i2004 Internet Telephone jill any company com x Jill Brown gt Ge Preferences Personal Personalized presence i200x p SHARES New note Reasons Personalized presence Jout of the office today add Logout H 8 Services Current notes Remove Remove all Press Save to save your changes NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your pre
29. registered in the network but is busy or the user is not registered on the network a Unknown No Presence information available Accessing the Personal Agent for the first time To access the Personal Agent for the first time Start your Web browser 2 Enter the Personal Agent URL provided by your service provider or system administrator in your Web browser 3 Press Enter The Personal Agent Login page appears Personal Agent User Guide Standard Nortel Networks Confidential 8 Chapter 1 Getting started with the Personal Agent Welcome fo etikus Personal Agent Username Password Login Logging in to the Personal Agent Before performing any of the functions available in the Personal Agent you must first login Tip Keep in mind that you can timeout due to inactivity To login to the Personal Agent 1 Enter your user name domain name for example you yourcompany com and password in the Personal Agent Login page NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 9 2 Click Login Once you are successfully logged in the Personal Agent Quick Start landing page appears Personal agent Microsoft Internet Explorer aN mycompany any My Company Personal Agent User Guide Standard Nortel Networks Confidential 10 Chapter 1 Getting started with the Personal Agent Understanding the Personal Agent in
30. then initiates a second call to the user in the global address book NN10039 113 Standard Nortel Networks Confidential 87 Chapter 6 Using the Personal Agent Route Wizard The Personal Agent Route Wizard solves the problem of having different contact numbers for different communication devices office phone home phone mobile Call screening allows the user to build a route or routes using the Route Wizard for all or specified incoming calls and the option to block any anonymous callers Note The ability to use the Personal Agent Route Wizard to set up routes for your incoming calls is dependent upon your service package If Advanced screening is not enabled in your service package then you will not be able to use the Personal Agent routing capabilities If you do not have routing capability a default route is defined for you that will ring your phone and if you are subscribed to the voicemail service the call is sent to voicemail Note The Assisted User utilizes the Route wizard in the Personal Agent to route incoming calls to the designated assistant groups Refer to the Assistant Console and Assisted Support Getting Started Guide for specifics Topics in this section e What is routing on page 88 e What is the Personal Agent Route wizard on page 88 Personal Agent User Guide Standard Nortel Networks Confidential 88 Chapter 6 Using the Personal Agent Route Wizard
31. 200x H Services Service package H Presence jill any company com Xx Jill Brown vuvuvvvuvvyvvea No entries found Watchers Banned watchers Enter user to ban tina any company com Auto presence If a domain is not specified your domain will be used Meet Me Enter the SIP address of the person you want to ban Click Save The person you added to the Watch List can still call you but they can no longer see your online status The name now appears in a list of banned users jill any company com x Jill Brown G Preferences Personal Banned watchers iz00x lie Services Party added to ban list Service package te ASSR Banned user Delete poet tina any company com Delete Banned watchers aes Auto presence b a Meet Me Enter user to ban Call park If a domain is not specified your domain will be used 4 To delete a user from your Watch List click the link Delete next to Banned User Click Ok at the confirmation message The party is removed from the ban list Modifying your Automatic Presence service If you have the Automatic Presence service enabled in your service package you can automatically let other users in your network know whether you are away from your PC or on the phone NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 41 To modify your Auto
32. Back to return to the list of contacts in Card view jill any company com x Jill Brown gt vuv Unavailable Offline Chris Burns Burns Chris SIP address chris any company com Group Customers meree re rre SIP address Business phone Home phone Mobile click to initiate a call through the Click to Call page Personal agent Microsoft Internet Explorer provided by Pi l This feature connects both parties at the selected devices Ring me at my cient slftedeabc com Make Call To client davel abc corn Personal Agent User Guide Standard Nortel Networks Confidential 56 Chapter 3 Creating and maintaining your directories See Chapter 5 Using click to call to make calls on page 81 for complete information on using click to call Managing your contacts in your personal address book Your personal address book helps you manage track and access information about all of your key contacts Adding a contact to your personal address book Note The maximum number of contacts that you can add to your personal address book is dependent on your Service Package To add a contact to your personal address book M 1 Click the o New icon on the Personal Address book page The add new entry page appears N E C BO jill any company com x Jill Brown On First name M Lastname gt o Nickname gt SIP address Email
33. Bs pace leds vvuvvvvvvvvvrs m SEARCH Global address book ae re aay FOR Name a cook Search New Delete Groups List view Card view Select Picture Details Edit Pat Cook Cook Pat SIP address pat any company com T Email address pat any company com Edit Business phone 555 1212 Group Colleagues m Joe Lane Lane Joe dit SIP address joe any company com Adding global address users to your personal address book To select a user to add to your personal address book from the global address book Card view or List view you must first perform a search in the Global address book See Searching for a user on page 67 Personal Agent User Guide Standard Nortel Networks Confidential 74 Chapter 3 Creating and maintaining your directories 1 Following the search enter a checkmark in the checkbox in the Select column next to the user or number of users you wish to add gt gt p gt B 2 gt jill any company com gt 4 3 Jill Brown CUTER SUSIE ROUTES Ulrecrory Neb Client SEARCH Global address book ae FOR JUsername z cook Search List view Card view Select Picture Details Pat Cook Cook Pat SIP address pat any company com Email address pat any company com Business phone 555 1212 Return to my address book 2 Click the Add a icon to Add selected entry entries to Personal Ad
34. Call park Call park Call Park A4uto Retrieve parked calls No uto Retrieve Timer in seconds Select Yes or No from the Auto Retrieve parked calls drop down menu Enter the amount of time in seconds that must elapse before a call is auto retrieved Note This step is not required if you chose not to auto retrieve calls in step 2 Personal Agent User Guide Standard Nortel Networks Confidential 44 Chapter 2 Managing your preferences 4 Click Save Setting Calling Line Identification Calling Line Identification allows you to specify whether or not you want your name and number to display when you call someone This service must be enabled in your service package To change your Calling Line ID Restriction setting 1 Click the Preferences gt Services gt Call park submenu option The Call Park page appears B gt 5 Preferences Calling Line ID Restriction Personal bs lal EEN Calling Line ID Restriction aird Calling Name Number Privacy No Service package Presence H S Unified Communications Save Meet Me Call park Calling Line ID Restriction Secretarial support q ji H Secretarial console 2 Select Yes or No from the Calling Name Number Privacy drop down menu Note If you enable this service then your calling ID information displays as either unknown or anonymous NN10039 113 Standard Nortel Networks Confidential
35. F t Jones Cindy i zones Cind available a zi ETIN 5 Click Return to my address book to access your personal address book Viewing details about a user To view details about a user in the global address book Personal Agent User Guide Standard Nortel Networks Confidential 70 Chapter 3 Creating and maintaining your directories 1 Click on a highlighted user in the Last name First name Office or Home column A page appears listing details about the user including an icon that indicates their presence status on the network jill any company com x Jill Brown gt vuvuvvuvvvvV VV Vv Ss Unavailable Offline Chris Burns Burns Chris SIP address chris any company com Group Customers Presence indicator 2 Click Close to return to the global address book page or click Add to add this user to your personal address book Initiating a call to a global address book user To initiate a call to user in the global address book NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 71 1 Click the Call link in the Call column to initiate a call to the user in your global address book The Click to Call window pops up simply click the Call button to connect a cs B 6 6 Q jill any company com 2 Personal agent Microsoft Internet Explorer provided bya ceases a Tk Oa Ure eR eNO T
36. How to gethelp s cise tute eee ee eee ok ee be de a ee a se eee ix Getting started with the Personal Agent 000see cece eens 1 What is the Personal Agent 0 00 cee tees 1 Personal Agent services and features 0 0 0 0 eee 2 Before you begin c se rre sse eee eee 2 Minimum hardware and software requirements 00 0c eee eee eee 3 Recommended hardware and software requirements 00 00e 3 Useful terms to KNOW osi see sae u EEE teens 4 Service package 0 cect etna 4 Addis wf oak aslo erties Bee Thee ee aay a edd ait ners waar ns 4 Click t0 Call sacha in neia a Packed Pierre ede E EENE E weds a pa 5 Global address book 0 00 cette 5 Personal address book 000 e eee teenies 5 PRIGMOS 4 cre tote Stat Ni st ANA tetra SN AIR A Ae ON Bice a SE cate 5 PESEE icine eG dda bated dupa earn ete ke ee Oke ede en eE 6 Accessing the Personal Agent for the first time 0 0 0 0 e eee eee 7 Logging in to the Personal Agent 00 e eects 8 Understanding the Personal Agent interface 0 00 eee 10 Navigating the Personal Agent Quick Start landing page 11 Exiting the Personal Agent 2 0 eee 12 Using the online Help 0 0 2 aaae a eee ae 12 Starting the Multimedia Web Client 000 ccc eee 13 Managing your preferences 02 2 cece ee eee eee eee 15 Setting up your personal preferences 0 00 c
37. New Subject Reasons Personalized presence Call me in 1 2 hour Logout E Services Current Subjects Call me back in 5 minutes Remove all NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 29 4 To remove a subject select the entry and click Remove To remove all subjects in the list you created select all the entries and click Remove All 5 To save your subject list click Save or Reset to clear your input on the Subjects form Changing the subject list order To specify the order in which the subjects display on an i2002 and i2004 Internet Telephone 1 Click on a subject in the Current Subjects window 2 Click Up or Down to change the order of the subject list 3 To save your changes click Save Specifying reject reasons You can specify a reason or list of reasons to display on your i2002 and i2004 Internet Telephone To specify a new reject reason or a list of reasons for rejecting an incoming call 1 Click the Preferences gt i200x gt Reasons submenu item The Reasons page appears CS B 6 6 Q peony teeny coe G Preferences Personal Ge i2z00x Subjects m FER ed presence Logout 8 Services Reasons New Reason Add Current Reasons Busy right now Remove Remove all Personal Agent User Guide Standard Nortel Networks Confidential 30 Chapter 2 Managing your preferences 2 Ent
38. Personal Agent Route wizard To get started with the Personal Agent Route wizard Personal Agent User Guide Standard Nortel Networks Confidential 90 Chapter 6 Using the Personal Agent Route Wizard 1 Click the Route icon from the Personal Agent Quick Start page or from the top navigation menu The first time you use the Route Wizard the List of Routes page appears with a default permanent route checked and greyed out john any company com a eS amp e 3 Q John Doe xX Diartsay OEN mi enn Tiat afr Fontana Apply routes in the following order imo M F Default route Rename Move down Route details When coll is received from Work Team respond with the instant message Call me at home ETE EZE 2 Click New to go to Step 1 Initiate action The Initiate action page appears amp o 6 6 0 Eee EP PUTT Step 1 Initiate action Select what actions should trigger the route I When a call is received I When an instant message is received Route details click on a link to edit cancel cise gt In NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 91 Step 1 Initiating action In Step 1 you specify the main action or actions that initiate the processing of the route Currently the only action you can take at Step 1 is When a call is received From the initiate action page click Next to go to Step 2 C
39. Restriction park a call so that another user can pick it up block your calling line ID information from appearing on the display of other telephones Call Waiting Disable Net6 Support disables the Call Waiting feature The Net 6 support activity allows i2004 Internet Telephones to display Web text It allows them to connect to the Net 6 server to display information from the Web It also allows a user to perform searches of a corporate directory Refer to the Feature Description Guide and the i2004 Internet Telephone User Guide for more detailed information on this feature Network Call Logs to view the number of inbox and outbox call logs allowed IM Chatroom send IMs to multiple users for Multimedia PC Client and Multimedia Web Client Unified Communications set up mailbox greetings change your PIN set up email preference etc Note This feature must be enabled in your service package Refer to the Unified Communications Quick Reference for procedures Viewing your Watchers List To see a list of people who have subscribed to your presence information NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 39 1 Click the Preferences gt Services gt Presence gt Watchers submenu item The Watchers List page appears wo b 6 6 Oe Preferences Wa tchers list Personal H izoox E Services F Service package El G Presence Ban watchers
40. Standard Nortel Networks Confidential MCP 3 0 Standard 04 02 Part No NN10039 113 July 2004 Personal Agent User Guide NORTEL NETWORKS Standard Nortel Networks Confidential Copyright 2004 Nortel Networks All rights reserved July 2004 The information in this document is subject to change without notice The statements configurations technical data and recommendations in this document are believed to be accurate and reliable but are presented without express or implied warranty Users must take full responsibility for their applications of any products specified in this document The information in this document is proprietary to Nortel Networks Trademarks Nortel Networks the Nortel Networks logo and the Globemark are trademarks of Nortel Networks Microsoft Microsoft Windows Windows Windows XP Windows NT and Internet Explorer are trademarks of Microsoft Corporation Netscape and Netscape Communicator are trademarks of Netscape Communications Corporation NN10039 113 Standard Nortel Networks Confidential Contents iii Contents GCONIGNS 222042255008 42522 ta esasigedeinteeeltiees esa secedanus 4 iii Welcome src er wae Lei eee ee ae we ee eae ee Me a eae Vii AUGIGNCE anos EIET E Pees Saye we eee EEOAE ees vii TEXECONVENTIONS erior aa cake tae Bee ee and ney wn EA RA R a ase viii ACKONYIMS souls cadets TEAREN O ee has ee alee eet Yh aed ear viii Related publications 0 00 eee viii
41. Standard Nortel Networks Confidential 12 Chapter 1 Getting started with the Personal Agent Service Feature Description View your inbox and outbox list of calls Click to call a contact in the list of save it to your personal address book The Call logs icon will not display without the Advanced service EI package Establish a call between you and another person The Multimedia Web Client is an optional client that you can use for making calls Refer to the Multimedia Web Client User Guide for additional requirements Exiting the Personal Agent x To exit the Personal Agent click the Logout icon on the top right of any page you are currently working on Using the online Help id There are several ways that you can access Personal Agent help e online help from any page click the Help icon on the top right of any page to view a task based help system The online help provides help pages containing forward and backward navigation icons NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 13 procedures that help you use the Personal Agent hypertext links to all topics a Table of Contents with hypertext links an Index with hypertext links e rollover help help text with a description and possible values that appears when your mouse pointer moves over a form field or an icon Starting the Multimedia Web
42. Standard Nortel Networks Confidential 96 Chapter 6 Using the Personal Agent Route Wizard 4 Click OK to accept the selected groups or Cancel to quit this window The Step 2 Conditions window appears with the group conditions you specified listed in the Route details window john ony company com a amp amp John Doe x Route te wiata Step 2 Conditions Select how you would like to fitter calls received I fron THESE PEOPLE in my Personal Address Book fron THESE PEOPLE in my Global Address List E from THESE GROUPS in my Directory 7 From TESE TELEPHONE NUMBER S I From anonymous gt i X m Route details click ona ink to adit When a call is received from Work Team respond with the instant message Call me at home cance ETE nent gt in 5 To edit the condition click the link in the Route details window 6 Continue to specify conditions or click Next to go to the next step Specifying telephone numbers To specify a phone number a list of phone numbers or a SIP Address of an incoming call as a condition NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 97 1 Click the THESE TELEPHONE NUMBER S link The telephone number window appears E Personal agent Microsoft Internet Explorer prs ioj x Enter telephone numbers Enter telephone number s below Place one number per line 802 222
43. a call is received dunmg THESE TIME BLOCK GROUPS request an emad AZE Se re eo Step 4 Exceptions Step 4 of the route wizard allows you to specify exceptions to the conditions that you specified in Step 2 Conditions The method for specifying exceptions is consistent with the method for specifying conditions See Step 2 Specifying conditions on page 91 for information on specifying conditions Personal Agent User Guide Standard Nortel Networks Confidential 108 Chapter 6 Using the Personal Agent Route Wizard a gt B 6 3 Q fee come name x ceita liuenneena ptarcemcy Route Wizard Step 4 Exceptions Select when this route should not apply I From THESE PEOPLE in my Personal Address Book I From THESE PEOPLE in my Global Address List I From THESE GROUPS in my Directory F From THESE TELEPHONE NUMBERIS F From anceymous aif z Route details click on a link to edit When a call is received during THESE TIME BLOCK GROUPS request an email Ee ETE TIE mN The following links are available as exceptions e THESE PEOPLE in your personal address book e THESE PEOPLE in the global address book e THESE GROUPS in your directory e THESE TELEPHONE NUMBER S e From anonymous e Received in Unavailable Busy _ Tip The SPECIFIC DAY TIME RANGE S link is not available as an exception The Received from Unavailable Busy parameter is only available if you have Pr
44. ackage option 34 Preferences icon 11 preferences setting up 15 presence definition 6 presence indicator active available 6 active on the phone 6 connected 6 connected inactive 6 unavailable 7 unknown 7 presence service package option 37 publications hard copy viii Q QoS service package option 37 Quick Start icon 11 Quick Start landing page navigating 11 R related publications viii route wizard actions 101 email request 107 ordered lists 102 rejection message 104 activating the route 109 definition 89 exceptions 107 from groups in the global address book 108 from people in the global address book 108 from people in the personal address book 108 initiating action 91 navigating 89 specifying conditions 91 contacts from personal address book 91 day time ranges 100 from anonymous call 98 groups 95 telephone numbers 96 users from the global address book 93 table of steps and actions 89 Routes icon 11 routing definition 88 S service package Ad hoc conferencing option 37 advanced addressbook option 38 advanced screening 37 converged desktop option 37 definition 4 device access restriction option 38 hot line 38 Meet me conferencing option 38 presence option 37 QoS option 37 video option 37 viewing services 35 voice mail option 37 services viewing and modifying 34 software requirements Personal Agent User Guide 120 Index Standard Nortel Networks Confidential minimum 3 r
45. address Business phone Saal Home phone Eo Mobile gt Pagserr o Faxf Friend D Group No Group Save Friend checkbox Group dropdown list 2 Complete the fields with your contact s personal information Required fields are indicated with an asterisk NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 57 3 Click in the checkbox next to the Friend icon to designate a personal address book contact as one of your Friends Select a group for the contact using the Group drop down list Click Save to save this contact to your personal address book and close the window or Cancel to return to your personal address book Editing a contact There may be times when you wish to modify information about a contact in your address book Editing a contact List view To edit details about a contact List view in your personal address book 1 From List view select and click the contact that you want to edit jill any company com x Jill Brown SEARCH Personal address book z ao a eu FOR Select an address book z Search New Delete Groups Card view List view a ect Ca O Babar Susan Babar Susan pe Call available Oo Burns Chris Burns Chris Customers Call Not O Cook Pat Cook pat available 2l Not T Doe John Doe John available_ Sal O iw Gonzalez Don G
46. ails 42 Modifying your call park 0 0 eee tees 43 Setting Calling Line Identification 000 02 cece 44 Creating and maintaining your directories 200ee eee eeee 45 Understanding Personal Agent address books 0000 cee eee eens 45 Using your personal address book 2002 0c eee eee eee 46 Viewing your contacts in List view 0 0 000 eee 47 Sorting your contacts 0 aaaea 48 Searching for a contact sasaaa uaaa eae 48 Viewing details about a contact a s a ssaa aaaea 51 Initiating a call to a personal address book contact 52 Viewing your contacts si o aor yea ccc eae 53 Viewing your contacts in Card view 0 0 tee 53 Viewing details about a contact 0 0 e ee eee 54 NN10039 113 Standard Nortel Networks Confidential Contents v Managing your contacts in your personal address book 055 56 Adding a contact to your personal address book 000000 ee eee 56 Editing a contact errre cee a ide ae OA TEA ee E ES A a 57 Editing a contact List view 0 0 0 ccc eee eee 57 Editing a contact Card view asasu aaaea 58 Deleting a contact irie nat ee are e a a er bee Wain ee 60 Adding a new GOUD 1 tenes 60 Designating a contact as a Friend 00 00 eee eee eee 62 Using the global address book 00c cee eee eee 64 Accessing the global ad
47. all Not m Lane Joe Lane Joe aeailable Call ee Kevin ee evin olleaques Ca 7 tee kevi i Kevi Coll Call Ix Personal Agent User Guide Standard Nortel Networks Confidential 66 Chapter 3 Creating and maintaining your directories c Enter a search string in the text box as described in the following table For a complete list of the search criteria you can specify to search for a contact see Global Address Book search criteria on page 114 Field Search criteria Username Username of the user assigned by your service provider or system administrator For example eburns Name e First name and last name of the user For example searching for a user with the Name of Smith will display users with the first name Smith and contacts with the last name Smith e Both first and last name For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name First name First name Phone number Telephone number Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen etc Use quotation marks before and after a search string to specify an exact match For a complete
48. ant to copy in the My Times window Click Copy The My Times copy page appears Enter a name for the new Day Time Range Click Save to save your changes or Cancel to return to the My Times page The My Times page appears with the new Day Time range in the Day Time Details window Renaming a day and time range To rename a day and time range 1 a A OW N Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select an option in the My Times window Click Rename The My Times rename window appears Enter a new name for the Day Time range Click Save or Cancel to return to the My Times page Deleting a day and time range To delete a day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select an option from the My Times window Click Delete At the confirmation box click Ok to confirm that you want to delete the My Times option or Cancel to return to the My Times page NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 27 Modifying your i2002 and i2004 Internet Telephone settings To set up or modify your i2002 and i2004 Internet Telephone preferences click the Preferences icon on the Quick Start page or from the top navigation menu Click the i200x menu item The following submenu items appear e Subjects e Reasons e Personalized presence e Logout Creating a subject
49. ates My office Type Phone or address the Phone or My mobile Used to specify address fields Use iy my office fo78 286 2063 Ns numbers that will ring my client l another address This information other I J simultaneously comes from your contact info EAT when routing a call defined in Preferences 2 to this ordered list Wee out of the office until tomorrow IV Push web page Other to enter at the same time Instant message sent when processing the ordered list Client TEM vw w any companycom aoe page oe to the browser of ca must support Instant Message ae pp g OK Cancel originator 3 Select the actions for the incoming call and click OK to return to the Actions page 4 Continue specifying ordered lists To edit the ordered list click the links in the Route details window 5 If you are finished specifying conditions click Finish to name your route and save your route details If you wish to specify exceptions click Next Specifying a rejection message To specify a reject message NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 105 1 Select the Rejection option in the window that specifies how you would like to filter calls received 3 johin any company com Bb lt John Doe x dpe E Sener Route Wizard Step 3 Actions Select what actions you would like to perform Ring my devices im the following ordered
50. ay s and Friday s between the hours of 7 30 AM and 5 30 PM To set up these hours a Select Monday Wednesday Friday in the Select Days column b Select 7 30 AM in the From Time drop down lists c Select 5 30 PM in the To Time drop down lists NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 23 d Click Add Time The graphic display in the Day Time Details window is updated with your selected days and times jill any company com Jill Brown Preferences G Personal My Times Contact info o Password Please specify a day and time combination to add to this Day Time Picture Range You may add as many day and time combinations to this M My Times Day Time Range as you would like or you may clear one or more days of i200x all times H Services peg FROM Time J Js0 fam I Tuesday N M wednesday TO Time I Thursday E 30 z Pm z I Friday I sunday Day Time Details e C _ Ji2lil2lsl4 sl6 7zlalol10l 11l12 1 2 3l4 sl6 zlelo ro i SaaS Sea Thursday Saturday All times are in timezone Eastern Standard Time Enter a Name for this awa se Day Time Range f save 5 To add more than one Day Time combination to apply to the Day Time range For example in addition to working part time on Monday s Wednesday s and Fridays you may work half days on Tuesday s and Thursday s To set up these hours a Select Tuesd
51. ay and Thursday in the Select Days column b Select 7 30 AM in the From Time drop down lists c Select 12 00 PM in the To Time drop down lists Personal Agent User Guide Standard Nortel Networks Confidential 24 Chapter 2 Managing your preferences d Click Add Time The graphic display in the Day Time Details window is updated with your selected days and times gt gt gt gt gt gt jill any company com fa 3 Jill Brown fi cd alan My Times Contact info Password Please specify a day and time combination to add to this Day Time pom Picture Range You may add as many day and time combinations to this My Times Day Time Range as you would like or you may clear one or more days of mm i200x all times H Services Select Days Vv Monday FROM Time M Tuesday BE ES EI Wednesday TO Time M Thursday iz foo z fem Friday J Sunday C Day Time Details Saturday Sunday All times are in timezone Eastern Standard Time Enter a Name for this SSS Day Time Range seve _ the Select Days column and click Clear Day To remove all Day Time Tip To remove all Day Time ranges for a selected day check the day in ranges for all days click Clear All 6 Enter a name for the Day Time range in the text box provided NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 25 7 Click Save to save your new Day Time ran
52. d Search criteria Nickname An alternate name assigned to a subscriber For example you may assign the nickname manager for the person you work for Name e First name and last name of the contact For example searching for the contact with the Name of Smith displays contacts with the first name Smith and contacts with the last name Smith e Both first and last name of the contact For example the string John Smith returns contacts with the first name John and the last name Smith The search string Smith John also returns the same contacts e Name matching continuation For example entering a y returns all contacts starting with the letter Y Last name Last name of the contact First name First name of the contact Phone number Telephone number of the contact SIP address The SIP address of the contact on the IP network It has the same format as an email address for example jdoe lab1 org but it is not an email address Friends Nickname first name or last name of the contact Group Group name that the contact is a member of For example searching for Work returns all contacts that are members of that group Personal Agent User Guide Standard Nortel Networks Confidential 50 Chapter 3 Creating and maintaining your directories 3 Enter a search string in the field provided and click Search john any company com John Doe SEARCH Personal address book a rt a
53. ditions or click Next to go to the next step Step 3 Actions Step 3 of the Route Wizard allows you to specify what action or actions to perform on your incoming calls For example you can set up the following mutually exclusive actions e specify numbers to ring simultaneously or sequentially in ordered lists e send a rejection message PSTN callers will receive a busy tone e send the request to email PSTN callers will receive a busy tone e popup acall window Personal Agent User Guide Standard Nortel Networks Confidential 102 Chapter 6 Using the Personal Agent Route Wizard e send the call to voice mail Note Actions are defined with respect to the services such as Converged Desktop or Advanced screening that are enabled in your service package The option to pop up a call window or send the call to voice mail actions are only available when you are subscribed to the Converged Desktop or Voice Mail services respectively Specifying ordered lists The Personal Agent allows you to set up how and where you want your incoming calls to ring by using ordered lists An ordered list is a group of SIP addresses or phone numbers associated with your user name the name you register under in your organization s or service provider s user database The basic purpose of an ordered list is to enable your incoming calls to follow you if you are not at your desk or primary device location Using ordered lists you can sp
54. dress Book NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 75 3 The message window Adding address book entries is show be sure to check the Add users as friends checkbox designate a group if desired and click the OK button jill any company com gt 4 Jill Brown Adding address book entries New nicknames Pat Cook Add users to group No Group z Add users as friends Fox J cancel Advance Note You will receive an error message if you attempt to add users from your global address book that have the same Last name or First name as the Nickname field defined in your personal address book Your personal address book appears Personal Agent User Guide Standard Nortel Networks Confidential 76 Chapter 3 Creating and maintaining your directories NN10039 113 Standard Nortel Networks Confidential 77 Chapter 4 Call logs The Personal Agent allows you to view a list of the incoming and outgoing calls made by any device that you are logged in to Topics in this section e Viewing call logs on page 77 e Calling contacts in the call log on page 78 e Saving contacts from the call log information on page 79 e Clearing call log information on page 80 Viewing call logs gt EZ The Call Logs page appears with the inbox call log information by default To view the outbox call log
55. dress book 200 0c eee 64 Working with the global address book List view 00000000 67 DSOMiING USCIS cae e e a Sah eet cae Bae ee a Daa a e ea lk be 67 Searching fora USE eo res eh wea a hee winks aia bleed ww tee eas 67 Viewing details about a user 1 2 eee 69 Initiating a call to a global address book user 20000e eee 70 Working with the global address book Card view 00 cece eeu 71 Adding global address users to your personal address book 73 Gall logs oraz asec nore Cie Be Reese Bisa ete a Reem ee 77 Viewing Call lOGS ov adie Sak es aa Gas eae awe a tee dead a eae aie 77 Calling contacts in the call log 0000 eee 78 Saving contacts from the call log information 00 0c cece eee eee 79 Clearing call log information 0 000 cc cee ete 80 Using click to call to make callS 0 202s 81 Using the click to call Icon asie enura asane rerea e wa a NE a d 81 Using click to call from your personal address book 00000 eee eee 83 Using click to call from the global address book 2 000 cee eee eee 85 Using the Personal Agent Route Wizard 00c eee e ee eee 87 What is routing soa 2 562 1 iaen4 bel ehdad heh Dita bedi Leeds a E 88 What is the Personal Agent Route wizard 0 0 ee 88 Understanding the Route wizard steps 0 cece eee ee 89 Navigating the Route wizard 0 c
56. e Using the Personal Agent Route wizard on page 89 Tip Some features such as Call forward can be set at the i2002 and p 12004 Internet Telephones and may override the routes that you set on the Personal Agent What is routing A route allows you to perform different actions on a your incoming calls and or Instant Messages based on a set of conditions or exceptions For example you can create a route named Lunch that specifies a condition that calls received between 12 00PM and 1 00PM Monday through Friday are to be affected by the route The route Lunch would also have an action that specifies that calls that are affected by the route will ring the your mobile phone first and then send the call to voicemail Tip Routes are applied to incoming calls in the order in which they are vy listed in the List of Routes window Click Move up or Move down to change the order of how your incoming calls are treated What is the Personal Agent Route wizard You can create routes with the Personal Agent Route wizard The wizard is a step by step procedure that makes the task of creating rules and conditions for your incoming calls easier Use the Route wizard to e define routes for how your incoming calls and Instant Messages are handled e specify conditions as to how specific calls should be presented to you and on what devices in a simultaneous or sequential fashion e define personalized time blocks to further define yo
57. e IP network It has the same format as an email address for example jdoe lab1 org but it is not an email address The network can identify where you are and route your calls by tracking your SIP address when you sign in to any Multimedia PC Client Multimedia Web Client or 12002 or 12004 Internet Telephone In order to make it easier to place calls you can store addresses SIP addresses or telephone numbers in your personal address book NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 5 Click to call The Click to Call feature allows you to initiate call from any device for example a PSTN Phone or registered Multimedia Communication Portfolio MCP SIP client to a specified number Global address book Your global address book is a list of all registered users on your network This list is maintained by your service provider or system administrator Using the Personal Agent you can search for a Username UserID Name First name Last name or Phone number You can initiate a call by clicking on an entry in your global address book Personal address book Your personal address book is a key tool for managing addresses You can save your addresses for quick call Click to Call access as well as organize addresses into groups Your personal address book is synchronized across all your network access devices If you make a change in your personal address book on the Pe
58. e bs 6 nea vuvvuvvvvvvvy SEARCH Personal address book z Pry a aus FOR Select an address book z i Search List view Card view Select Picture Details Edit New Delete Groups a Susan Babar Babar Susan O SIP address susan any company com Edit Chris Burns Burns Chris i oO SIP address chris any company com Edit Group Customers Pat Cook Cook Pat SIP address pat any company com y rc Email address pat any company com di Business phone 555 1212 3 Enter or revise the contact information including Friend or Group selections im Ea gt gt gt 5 5 gt x J Mess 6 eee First name Pat Last name Cook Nickname Cook Pat SIP address Jpat any company com Email address pat any company com Business phone 555 1212 oo Home phone De Mobile LO O y Pager T Fax TE Friend Group Colleagues z EEE E save cance 4 Click Save to save the changes Delete to delete the contact Copy to copy the information or Cancel to return to the previous screen Personal Agent User Guide Standard Nortel Networks Confidential 60 Chapter 3 Creating and maintaining your directories 5 Click Back to return to your personal address book Deleting a contact To select a contact or a number of contacts to delete 1 Enter a checkmark in the checkbox in the Select column next to the contact or number of contacts
59. ece 89 Using the Personal Agent Route wizard 2 00 ee 89 Step 1 Initiating action 0 0 eee 91 Personal Agent User Guide Standard Nortel Networks Confidential vi Contents Step 2 Specifying conditions 0 0 ce eee 91 Specifying contacts from your personal address book 92 Specifying users from the global address book 000 ee eae 93 Specifying Groups sery rta AT white ded Ci thaw sh sede ied E 95 Specifying telephone numbers 0000 cece eee eee eens 96 Specifying a condition for an anonymous incoming call 98 Specifying a condition for Unavailable Busy 000 0 eeu 99 Specifying Day Time ranges 000 cee eee 100 Step 3I ACHOS wii al eae Mea bad we eed a Sod a Ra 101 Specifying ordered lists 0 0 cc teens 102 Specifying an ordered list 20 0 0c cc eens 102 Specifying a rejection message suua eee 104 Specifying an email request 0 0 00 107 Step 4 EXCeptions eiga anita AY ai eee a bee EATE aes Ps 107 Step 5 FINS Mita A hes Se hy EAE Si ee 109 Address Book Search Criteria 0 00 cee eee eee 111 Personal Address Book search criteria 2 0 000 cece eee 112 Global Address Book search criteria 0 0 0 0 ccc ees 114 OX eee erst dott need iene a ested eedes E Govan ca deg ate Sad ase ad wees E wend Seete Ys 117 NN10039 113 Standard Nortel Networks Conf
60. ece eee tenes 15 Personal Agent User Guide Standard Nortel Networks Confidential iv Contents Modifying your contact information 0 00 eee ee 16 Changing your password 00 euena 17 Selecting a picture ID 0 0c tenes 18 Setting up My Times date and time ranges 0 000 c cee eee ees 21 Adding a new day and time range 0 0 cece ee 21 Modifying a day and time range 0 cee ee 25 Copying a day and time range 0 0 cece eee 26 Renaming a day and time range 2 00 cece ee 26 Deleting a day and time range 0 eee 26 Modifying your i2002 and i2004 Internet Telephone settings 27 Creating a subject list for your i2002 and i2004 Internet Telephone calls 27 Changing the subject list order 00 00 c eee eee 29 Specifying reject reasons 1 tees 29 Changing the order of the list of reasons 0 2 0 ees 31 Personalizing your presence 00 ee eee 31 Checking i2002 and i2004 Internet Telephone settings 33 Viewing and modifying your available services 0 0 e eee eee 34 Viewing your service package information 00 eee eee eee 35 Viewing your Watchers List 0 0 ee 38 Setting up a Banned watcher s list 6 0 0 0 0000 eee 39 Modifying your Automatic Presence service 0000 ee eee eee 40 Viewing and modifying your Meet me conferencing det
61. ecify the sequence of phone numbers to ring first second and so on You can then specify how many times the phone in each list should ring Finally you can specify whether or not the incoming call should go to voice mail if you are subscribed to and provisioned for voice mail Tip The maximum number of ordered lists and phone numbers in each y list is restricted by your service package Your calls are routed differently based on who is calling you Based on your ordered lists incoming calls can be forwarded or routed to any number of devices or clients You can push a web page in response to an incoming call as well as send a response in the form of an instant message Specifying an ordered list To specify an ordered list for your incoming calls NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 103 1 Select the option to ring your devices in an ordered list meee OESRO Route Wizard Step 3 Actions Select what actions you would like to perform C Ring my devices in the following ordered lists M Ring THESE WUIMBERS first in my list c Rejechon MESSAGE PSTN callers receive busy tone C Request an emmi PSTN callers receive busy tone Route details click on a link to edit When a cal ss received when in Unavedable Busy Note The options that will be available to the user in this window will vary based on the service provider
62. ecommended 3 T technical publications viii technical support ix text conventions viii U unavailable busy 99 V video service package option 37 voice mail service package option 37 W Watch List definition 39 watcher s list 38 Web Client icon 12 NN10039 113
63. eferences amp Personal Contact info Password Select a pre defined day time range or create your own i Picture Services My Office Hours Nights and Weekends Rename Delete My Times Day Time Details All times are in timezone Eastern Standard Time Personal Agent User Guide Standard Nortel Networks Confidential 22 Chapter 2 Managing your preferences 3 Click Add A new My times page appears without any Day Time combinations selected that allows you to add your desired days and times and create a new Day Time range p p gt gt fa y jill any company com E3 Jill Brown os aiana beac vVirectory ERE iia ps Zorn My Times Contact info Password Please specify a day and time combination to add to this Day Time pom Picture Range You may add as many day and time combinations to this M My Times Day Time Range as you would like or you may clear one or more days of H A i200x all times H Services Select Days r Money FROM Time Tl Tuesday a l foo f fam I Wednesday N TO Time J Thursday j z Joo gt fam z I Friday I Sunday Day Time Details All times are in timezone Eastern Standard Time Enter a Name for this SS ee Day Time Range save cancel 4 Select your Day Time combinations For example if you work part time you may want to add a Day Time combination that will only apply on Monday s Wednesd
64. er the text of the reason for example Busy right now or Try again later in the New Reason field aes c 6d jill any company com x Jill Brown Preferences Personal tm i200x Subjects Reasons Personalized presence Logout Services ey Reasons New Reason call back in 1 hour add Current Reasons busy Remove Remove all Tip The reasons are displayed in the order that you enter them 3 Click Add The reason text appears in the Current Reasons window a To add another reject reason enter the text of the reason in the New Reason field b Click Add The reason text appears in the Current Reasons window 4 To save the reason Click Save Or click Reset to clear your input and reset your reason list to the last saved settings To remove a reason select the reason and click Remove or Remove All to remove all reasons Tip The reasons display on your i2002 and i2004 Internet Telephone in the same order they appear in the Current Reasons window NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 31 Changing the order of the list of reasons To reorder the list of reasons displayed on an i2002 and i2004 Internet Telephone 1 Click on a reason in the Current Reasons window 2 Click Up or Down to reorder the reason for display on the i2002 and i2004 Internet Telephone Tip The
65. esence Based Routing enabled in your service package To edit the condition click the link in the Route details window To go to the next step click Next NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 109 Step 5 Finish Before you complete the final step in setting up your route it is recommended that you view all the route details to ensure that you are satisfied with the conditions actions and exceptions If the route is complete you can now name the route and set the route to active 1 Specify a unique name for the route in the text box provided gt gt j gt gt x J meso 6 O Bree vuvvy Route Wizard Step 5 Finish Complete this route by providing a name vacation Make route active Route details click on a link to edit When a call is received from THESE PEOPLE in my Personal Address Book or from THESE TELEPHONE NUMBERS reject it with the message on vacation except if from anonymous EE Ere ee merre 2 Select the checkbox Make this route active 3 Click Save to save the route information and activate the route Incoming calls will now be processed according to your active route s Personal Agent User Guide Standard Nortel Networks Confidential 110 Chapter 6 Using the Personal Agent Route Wizard NN10039 113 Standard Nortel Networks Confidential 111 Appendix A Address Book Sea
66. ferences 33 3 Click Add The note text appears in the Current notes window J gt gt p m eSES GOGO Preferences jill any company com x Jill Brown vvuvvvvvvvvvi e H E Personal Personalized presence i200x Subjects New note Reasons Personalized presence add Logout Services Current notes out of the office today up To add another note enter the text of the note in the New Note field Click Add The note text appears in the Current Notes window Click Up or Down to reorder the presence note for display on the 12002 and i2004 Internet Telephone 4 To save the note Click Save Or click Reset to clear your input and reset your note list to the last saved settings To remove a note click Remove or Remove All to remove all notes Checking i2002 and i2004 Internet Telephone settings If you work in a number of locations and often log into several 12002 and i2004 Internet Telephones you can use the i200x option to check your login status and log yourself out from an active phone To check the login status of an 12002 and i2004 Internet Telephone 1 Click the Preferences gt i200x gt Logout submenu item The Logout page appears Personal Agent User Guide Standard Nortel Networks Confidential 34 Chapter 2 Managing your preferences 2 Look for the i2002 or 12004 Internet Telephone that you are logged into based on t
67. firstname lastname firstname lastname Same as firstname lastname lastname firstname Returns anything starting with last name and starting with first name appends to both lastname firstname Same as lastname firstname lastname firstname Same as lastname firstname lastname firstname Same as lastname firstname lastname firstname Returns entries starting with last name and containing firstname in the firstname appends to the firstname lastname firstname Same as lastname firstname Last name lastname Returns entries containing lastname appends lastname Same as lastname lastname Returns entries starting with lastname lastname Same as lastname First Name firstname Returns entries containing firstname Phone Number firstname appends Same as firstname firstname Returns entries starting with firstname firstname Same as firstname phoneNumber Returns entries starting with phoneNumber appends phoneNumber Same as phoneNumber Personal Agent User Guide Standard Nortel Networks Confidential 116 Address Book Search Criteria NN10039 113 Standard Nortel Networks Confidential 117 Index A acronyms viii address definition 4 SIP address 4 advanced screening parameter 21 audience vii automatic presence definition 6 inactivity timer option 41 modifying options 40 report when inactive option 41 repo
68. ge and combinations or Cancel to return to the My Times page without creating a new range The new range appears in the My Times window jill any company com Jill Brown Preferences Ge Personal My Times Contact info Password Select a pre defined day time range or create your own Picture My Times 3 a i200x Add Services C my Office Hours odify C Nights and Weekends My part time office hours My Times Day Time Details All times are in timezone Eastern Standard Time Modifying a day and time range To modify an existing day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears with Day Times options in the My Times window 2 Click an option in the My Times window for example My Office Hours A graphic display for the day and time range appears in the Day Time Details window 3 Click Modify Enter your changes to the days and time ranges on the My Times page Click Add Time Your changes appear in the Day Time Details window 4 Click Save to save your Day Time changes or Cancel to return to the My Times page Personal Agent User Guide Standard Nortel Networks Confidential 26 Chapter 2 Managing your preferences Copying a day and time range To copy a Day Time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select the option you w
69. he Personal Agent is dependent upon your service package If your service package does not support automatic presence then you will not be able to use the automatic presence feature e Presence Indicators You can determine the status of anyone registered in the system by querying the Personal Agent s global address list This feature is extremely helpful when sending instant messages or after unanswered calls The Presence states include Presence Indicator Status Description Active available The user is active on their computer This is an t auto presence enabled state and is shown on the users behalf Active on the The user is active on a call on one of their clients phone This is an auto presence enabled state and is shown on the user s behalf Connected The user is registered on the network Connected The user has not used their computer for a period inactive of time The idle timer is able to be configured by D the user under the Preferences gt Services gt Auto Presence option NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 7 Presence Indicator Status Description Connected These are the connected default states Away Out OQ lt user defined gt to lunch and Be right back and any user defined connected states that identify that the user is registered but not readily available Unavailable The user is
70. he Device Label MAC address or Users a amp e oa Peewee G Preferences i e Personil Logout G amp i200x Subjects Device label MACAddress Users Log me out Reasons 00603876La3c 006038761a3c john any company com og mr owt Personsized presence carmen any company com Logout Services Tip The i200x option lists a separate entry for each phone you are logged into 3 Click the Log Me Out link for the i2002 and i2004 Internet Telephone you want to log out of Click Ok at the confirmation message Viewing and modifying your available services To view or modify the list of services that you are currently subscribed to click the Preferences icon on the Quick Start page or from the top navigation menu Click the Services menu item The following submenu items appear e Service package the list of services assigned to you by your service provider or system administrator e Presence allows you to see the online status of other users on the network and also a way to let others know your status e Watchers list of users that are currently watching your presence information e Banned watchers list of users that you have blocked from subscribing to your presence information by selecting the Ban option button e Auto presence settings to automatically alert others when you are away from your PC or on the telephone e Meet Me provides you with your conferencing bridge information NN10039
71. his indicates that you do not have a picture in the database jill any company com x Jill Brown vuvvuvvuvuvuvuarsy Preferences Personal Pictu re Contact info Password Picture My Times S i200x Services My New Picture Browse Pictures greater than 160 x 120 pixels will get resized The picture cannot be larger than 24KB Use only PNG or JPG files e rr Ta Enter the path and file name of the picture to use for your Picture Caller ID service on the Multimedia Web Client or Multimedia PC Client or click Browse and then select the picture file Personal Agent User Guide Standard Nortel Networks Confidential 20 Chapter 2 Managing your preferences 3 Preview your picture You will notice the word Preview appears on your picture The word Preview is removed once you save the picture jill any company com x Jill Brown G Preferences H H Personal Pictu re Contact info Password Picture My Times H iz00x H Services My New Picture JD Desktop_D Browse Pictures greater than 160 x 120 pixels will get resized The picture cannot be larger than 24KB Use only PNG or JPG files Fpelte J Save f Reset Tip Pictures greater than 160 x 120 pixels will be resized The picture cannot be larger than 24KB Use only PNG or JPG files 4 To reset your picture from the preview picture to your current picture c
72. ically search for sounds like and fuzzy similar spelling an example of this feature would be the spelling of the word elephant or elefant However please note if a user updates their first or last name they will not be found by the fuzzy search until the next day symbol in the name search Tip To remove the sounds like and fuzzy search options include the Field Example search criteria Results Username user domain Returns entries which have username starting with user domain user domain Same as user domain user Returns entries which have username starting with user user Returns entries containing user in the username Name name Returns anything with first name or last name starting with name appends at end name Same as name name Returns anything that has first name or last name that contains name appends at end name Same as name NN10039 113 Standard Nortel Networks Confidential Address Book Search Criteria 115 Field Example search criteria Results name Returns all users that have the last name or first name that match the search criteria within the quotation marks Name firstname lastname Returns anything starting with first name and starting with last name appends to both firstname lastname Same as firstname lastname firstname lastname Same as
73. idential vii Welcome The Personal Agent User Guide is is intended only to provide you with the instructions you need to get up and running with this product This guide describes the Personal Agent a feature rich online user interface IP telephony solution Using the Personal Agent you can view manage and configure services to your personal preferences from any location with no software download Sections include e Getting started with the Personal Agent on page 1 e Managing your preferences on page 15 e Creating and maintaining your directories on page 45 e Call logs on page 77 e Using click to call to make calls on page 81 e Using the Personal Agent Route Wizard on page 87 e Address Book Search Criteria on page 111 Audience This guide is intended for subscribers of the Personal Agent services and features We recommend that you keep your Personal Agent open when you follow the steps described in the Personal Agent User Guide Screen captures in the Personal Agent User Guide documentation show Internet Explorer as the default browser However if you are using another browser for example Netscape your screen may look slightly different Personal Agent User Guide Standard Nortel Networks Confidential viii Welcome Text conventions This guide uses the following text conventions bold text indicates the command key or link you need to press or click
74. il if enabled in your service package e specify the call to be sent to a particular phone number enabled in your service package Tip This parameter is only available if Presence Based Routing is For information on setting up the actions for an incoming calls while you are Unavailable Busy see Specifying an ordered list on page 102 and Specifying a rejection message on page 104 To specify an incoming call condition while Unavailable Busy Select the From anonymous option in the Step 2 Conditions window meee oee Route Wizard Step 2 Conditions Select how you would like to filter calls received JV From THESE GROUPS in my Directory From THESE TELEPHONE NUMBER S IV From anonymous J Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S v Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home john any company com gt John Doe 2 Continue to specify conditions or click Next to go to the next step Personal Agent User Guide Standard Nortel Networks Confidential 100 Chapter 6 Using the Personal Agent Route Wizard Specifying Day Time ranges 1 To specify the days and times ranges for the condition to apply 2 Click the SPECIFIC DAY TIME RANGK S link The My Times page appears Tip For complete information on setting up My Times Day Times ra
75. in Card view To view your personal address book contacts in Card view 1 Click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu Personal Agent User Guide Standard Nortel Networks Confidential 54 Chapter 3 Creating and maintaining your directories 2 Select the Card View tab Your personal address book appears in a Card view Scroll up and down to view all the contacts in the Card view aes oeSs O is SEARCH Personal address book z e a eu FOR Select an address book z New Delete Groups List view Card view a Chris Burns Burns Chris 0 SIP address chris any company com Edit jill any company com x Jill Brown vuvvvvvvvvv r Group Customers Pat Cook Cook Pat dit SIP address pat any company com eat John Doe Doe John Edit SIP address john any company com aa Tip A shadow figure in the Picture column means that there is no picture ID available for the contact Viewing details about a contact To view details or initiate a call to a contact click the following links in the Details column NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 55 Name click to edit contact details The contact details page appears and includes details such as the presence status of the contact on the network Click Edit to edit contact details or
76. k jolin any company com John Doe x availedte St cat z FAE HE i Not availatte St Not available sat Fara ine 3 te 2 Click the Call link in the Call column List view or the phone number or SIP address link Card view for the contact in the global address book The Click to Call window appears This feature connects both parties at the selected devices Ring me at My client john any company com Make Call To client zIfiineany company com Call Personal Agent User Guide Standard Nortel Networks Confidential 86 Chapter 5 Using click to call to make calls 3 Complete the following actions for Ring me at a Device select a device from the drop down list that you wish to initiate the call from b Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for calling the user in your global address book Complete the following actions for Make Call To a Device select a device from the drop down list that you wish to initiate the call to a Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the user in your global address book Click Call At this point both sides of the call are rung The system waits for you to answer
77. l address book Your personal address book is a dynamic list of contacts and information that lists the nickname first name and last name of a contact in your personal address book You can also view and define a group for the contact to belong to and whether or not to include the contact in your list of Friends Tip Anytime you add a contact or make a change to a contact using the vy Personal Agent your personal address book automatically updates and synchronizes with the Multimedia PC Client Multimedia Web Client 12002 and i2004 Internet Telephones which enables you to view your Friends on line from any of these devices Your personal address book has two viewing options for your contacts e List view a traditional table like view e Card view information as you would normally see on a business card including a picture of the contact if available NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 47 Both the List view and Card view have the following icons available for working with your personal address book Click this icon To Add a new contact to your a personal address book New Remove selected contacts from your personal address book Delete Create rename and delete contact groups in your personal address book Groups Viewing your contacts in List view To view your personal address book contacts in
78. lick Reset 5 Click Save to save the picture as your picture caller ID The picture file you specify is sent to your service provider s user database and displays on the Multimedia Web Client Multimedia PC Client and on the Picture page each time you use the Personal Agent The picture will also display in the address book in card view mode Click Delete to delete a picture Note A picture caller ID displays when the contact has been added to the address book of the person being called NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 21 Setting up My Times date and time ranges If the Advanced screening parameter is enabled in your service package you can use the My Times page to create modify copy rename or delete day and time ranges to use when setting up conditions to screen and route your incoming calls Adding a new day and time range To add a new day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears The first time you use the Personal Agent you will see the following default day and time options to choose from in the My Times window e My Office Hours e Nights and Weekends 2 Select a default option for example My Office Hours A graphic display for the default time range of 8 00 AM to 5 00 PM Monday Friday appears in the Day Time Details window jill any company com Jill Brown G Pr
79. list for your i2002 and i2004 Internet Telephone calls On the 12002 and i2004 Internet Telephone you can select from a list of subjects when you place an outgoing call The subject displays on the i2002 and i2004 Internet Telephone as well as other registered SIP clients of the person you are calling to alert them as to why you are calling To create a new subject in the list Personal Agent User Guide Standard Nortel Networks Confidential 28 Chapter 2 Managing your preferences 1 Click the Preferences gt i200x gt Subjects submenu item The Subjects page appears gt gt gt gt gt ty jill any company com x fa y 4 amp 3 3 Jill Brown Quick Start Routes r Direct sA 9 m Nel lien 4 Prefe ee Subjects Contact info j Password New Subject Picture Daa one SS o Ge iz00x Subjects Reasons Personalized presence Logout H S Services Current Subjects Remove Press Save to save your changes 2 Enter the text of the subject in the New Subject field 3 Click Add The subject text appears in the Current Subjects window a To add another subject enter the text of the subject in the New Subject field b Click Add The subject text appears in the Current Subjects window To save your subject list click Save gt gt gt gt gt gt gt m jill any company com ma p e oa Ero Preferences H Personal Su bjects Ele i200x oe SHEE
80. me appends at end name Same as name firstname lastname Returns anything starting with last name and starting with first name appends to both firstname lastname Same as firstname lastname firstname lastname Same as firstname lastname firstname lastname Same as firstname lastname lastname firstname Returns anything starting with last name and starting with first name appends to both lastname firstname Same as lastname firstname lastname firstname lastname firstname Same as lastname firstname Same as lastname firstname lastname firstname Returns entries starting with last name and containing firstname in the firstname appends to the firstname lastname firstname Same as lastname firstname NN10039 113 Standard Nortel Networks Confidential Address Book Search Criteria 113 Field Example Each criteria Results lastname firstname Returns entries containing last name and starting with firstname appends to the firstname lastname firstname Same as lastname firstname Last name lastname Returns entries containing lastname appends lastname Same as lastname lastname Returns entries starting with lastname lastname Same as lastname First Name firstname Returns entries containing firstname appends firstname
81. media Web Client User Guide join or conference multiple users together in a call Presence e view the online status of other users and allow others to monitor your status by indicating when your PC is inactive or when you are on the phone e designate an address book contact as a Friend in order to see that person s presence The amount of friends is determined by the service provider e prohibit a contact in your network from viewing your online presence status Video receive and transmit video calls Advanced screening defines routes that affect how your calls and instant messages are received A Route allows you to specify locations that will ring simultaneously or sequentially when you receive a call A Route can be defined to only affect specific calls and or Instant Messages based on a set of conditions selected by the user for example the time of day you receive the call and or who is calling QoS set the following quality of service parameters e QoS DiffServ code for signalling e QoS DiffServ code for audio e QoS DiffServ code for video e QoS 802 1p service priority Converged Desktop use your Multimedia PC Client to access multimedia services while using your existing telephony system for voice for detailed information refer to the MCS 5100 or MCS 5200 Feature Description Guide SimRing simotainously rings mutiple end points as designated by the user for more detailed informa
82. nges see Setting up My Times date and time ranges on page 21 3 Select a previously defined day and time range for example My Office Hours Select one or more day time range as a condition for this route or highlight a day time range to modify copy rename or delete Add Modify J Nights and Weekends Copy Rename Delete All times are in timezone Eastern Standard Time Cancel View the graphic display of highlighted My Times 4 Use the buttons to create new My Times Day Time ranges or manage existing My Time Day Time ranges NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 101 5 Click Save to accept selected My Times or Cancel to quit this window The Step 2 Conditions window appears with the My Times conditions you specified listed in the Route details window L X B Ka 6 Q pnpa compas ran x Route Wizard Step 2 Conditions Select how you would like to filter calls received T from THESE PEOPLE in my Personal Address Book I From THESE PEOPLE in my Global Address List F From THESE GROUPS in my Directory From THESE TELEPHONE NUMBER S I From anonymous ae a EHS x Route details click on a link to edit When call is received from Wort Team respond with the instant message Call me at home AZE ETE 6 To edit the condition click the link in the Route details window 7 Continue to specify con
83. ns or click Next to go to the next step 2 johnPany company com A Ms bos 6 Be John Doe x P Route Wizard Step 4 Exceptions Select when this route should not apply I From THESE PEOPLE in my Personal Address Book I From THESE PEOPLE in my Global Address List P From THESE GROUPS in my Directory F From THESE TELEPHONE NUMOCRIS F From anonymous Route details dick or ona link to edit When a call is received during THESE TIME MLOCK GROUPS reject amp with tha messoge On Vassar ETE cteck Nest NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 107 Specifying an email request To specify an email request when you receive an incoming call select the option to request an email PSTN callers will receive a busy tone With this option the caller is asked to send an email to the email address of the user that they called An email window opens up with the email address autofilled with the address of the person requesting an email The phone is never rung 2 2 ames eo gt sees Route Wizard Step 3 Actions Select what actions you would like to perform C Rung my devices in the following ordered lists F Ring THESE NUMBERS first in my list c Rejection MESSAGE PSTN callers receive busy tone Request an email PSTN callers receive busy tone Route details click on a fink to edit When
84. onal s i200x oicemail id Sens Ad Hoc Conferencing Soreang Maximum Number of Ports 20 Presence Meet Me Presence Call park Maximum size of client friend list 30 ideo H 263 Video Enabled N Nortel Video Enabled Y Advanced Screening Maximum Number of Ringlists 10 Presence Based Routing Y Maximum Number of Telephone Numbers per Ringlist 10 Qos QoS 802 1p Service Priority 0 QoS DiffServ Code for Signalling 0 QoS DiffServ Code for Audio 0 QoS DiffServ Code for Video 0 Meet Me Conferencing Maximum Number of Participants 5 Premium Conferencing Enabled N Video Conferencing Enabled N Advanced Addressbook Maximum Number of Addressbook Entries Allowed 150 Music On Hold 2 View the list of services assigned to you Note The following table lists all the services available however your subscriber or system administrator may not have all Service Package Options therefore you may not be assigned some of the services or parameters listed NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 37 If this Service Package Option is enabled Then you have the ability to Voice mail Ad hoc conferencing receive and retrieve your voicemail and also receive notification of waiting messages For information on retrieving voice mail refer to the Multimedia PC Client User Guide i2002 Internet Telephone User Guide i2004 Internet Telephone User Guide and the Multi
85. onditions Step 2 Specifying conditions Step 2 of the Route Wizard allows you to specify the following conditions to filter how your incoming calls will be handled by the route you are setting up meee BOS O Route Wizard Step 2 Conditions Select how you would like to filter calls received I fron THESE PEOPLE in my Personal Address Book T from THESE PEOPLE in my Global Address List E From THESE GROUPS in my Directory T From THESE TELEPHO I From anonymous Route details click on a link to edit When call is received from Work Team respond with oll me at home the instant message C Te ETE a eT John ony company com John Doe Click this link to specify From THESE PEOPLE in my Personal Address Book a contact or contacts from your personal address book that you want to include in the condition From THESE PEOPLE in my Global Address List a user or users from the global address book that you want to include in the condition From THESE GROUPS the lists of contacts that you have organized into meaningful groups in your personal address book for example Friends Family Work Projects that you want to include in the condition Personal Agent User Guide Standard Nortel Networks Confidential 92 Chapter 6 Using the Personal Agent Route Wizard Click this link to specify From THESE TELEPHONE the SIP Address or
86. onzalez Don Family Call a Henderson Peter Henderson Peter Mon Call available R Not Jones Cindy i Gall Jones Cind Jones Cindy Ben eb Call Not O Lane Joe Lane Joe RAD Gall ml a Die es oe FAT ee eT x Personal Agent User Guide Standard Nortel Networks Confidential 58 Chapter 3 Creating and maintaining your directories 2 On the contact details page that appears click Edit jill any company com gt 4 Jill Brown vuvuvvvvvvve Unavailable Offline Pat Cook Cook Pat SIP address pat any c any co etn fan tach 3 Enter or revise the contact information including Friend or Group selections me b 6 6 Eee First name Pt sis Last name cook Nickname Jcook pPat SIP address Jpat any company com Email address he Business phone peee E Home phone rA Mobile Saray pelete J copr save J conce 4 Click Save to save the changes Delete to delete the contact Copy to copy the information or Cancel to return to the previous screen 5 Click Back to return to your personal address book Editing a contact Card view To edit details about a contact Card view in your personal address book 1 From Card view select the contact that you want to edit NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 59 2 On the contact details page that appears click Edit in the Edit column m
87. package selected by your service provider Note The number of ordered lists grows depending on the Advanced Screening service parameters in your service package If you have Voicemail enabled in your service package there will be an additional option for If no answer then send to voicemail when creating an ordered list Note If you do not have Voicemail enabled then the Personal Agent Route Wizard does not provide the ability to create a route that terminates a call to voice mail However if Voicemail is enabled and the Advanced Screening service is not assigned to your service package then only the default route is available to you 2 Enter a check mark in the first option box in the list Click the THESE NUMBERS link to specify a list of numbers that will be rung when the Personal Agent User Guide Standard Nortel Networks Confidential 104 Chapter 6 Using the Personal Agent Route Wizard incoming call reaches a ringlist A window appears that allows you to select any or all of the following actions for the incoming call Checkbox toselectthe j GNN 5 6 Drop down menu to desired actions for the ee een specify how many ordered list times to ring the Select information specified numbers The specified Select the task that you would like to perform numbers will ring at Drop down menu gt gt Oar T Ring these telephone numbers Two times gt the same time Type pale popul
88. pears to other users viewable field only Last Name Your last name as it appears to other users viewable field only Alias An alias if provisioned that associates a PSTN phone number to your username viewable field only Email Email address for example tsmith acme com Your business telephone number Home phone Your home phone number Cell phone Your cell phone number Pager Your pager number NN10039 113 Standard Nortel Networks Confidential Chapter 2 Managing your preferences 17 Field Description Fax Your FAX number Timezone Your time zone in which your predefined My Times Call Screening times are enforced Locale Your language and region for display in different languages if supported You will need to logout and login again for changes to take effect Complete the fields on the page 3 Click Save The message Personal information updated successfully appears at the top of the Contact Info page indicating that your changes are applied Changing your password When you change your password your password changes across all client devices Multimedia PC Client Multimedia Web Client Personal Agent and the i2002 and i2004 Internet Telephones To change your password 1 Click the Preferences gt Personal gt Password submenu item The password page appears amp O bo 6 gokt vuvuvuvuvuve gt Preferences H Personal Password
89. performed by your web browser See your browser documentation for more information on the minimum disk space requirements e Mouse required e 800x600 or higher 16bpp 65 536 colors VGA or better video graphics card e Microsoft Windows 98 Second Edition SE Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 Personal Agent User Guide Standard Nortel Networks Confidential 4 Chapter 1 Getting started with the Personal Agent e 56Kbps modem or other high speed connection For example cable modem DSL modem 10baseT ethernet and so forth e Netscape Communicator 7 1 and above or Internet Explorer 6 0 and above e Cookies and javascript enabled Useful terms to know The Personal Agent uses some terms that may be new to you Take a moment to read through the explanations to familiarize yourself with the following terms Service package Your service provider or system administrator assigns a service package with pre defined features and options for you Some features are only available to you if they are listed in your service package For example your service package defines how many entries in the list of Friends you can have how many callers you can have join in on an audio conference and whether you have voice mail enabled Address When a procedure instructs you to enter an address it means entering either a telephone number or a SIP address A SIP address is a unique identifier of users on th
90. phone number of the person or NUMBER S persons calling you SPECIFIC DAY TIME the days and hours of the day and week when you RANGE S want the condition to apply For information on using the My Times feature to set up Day Time ranges see Setting up My Times date and time ranges on page 21 Specifying contacts from your personal address book To specify a contact or contacts from your personal address book as a condition 1 Click the link From THESE PEOPLE Your personal address book window appears 2 Personal agent Microsoft Internet Explorer provided by Nortel Networks ETETE Select Nickname Last name First name Davie Lally David Not available Dougie Sanchez Doug Work Mon Jones Monika Friends Ted Burns Teddy Family Select all 2 Enter a search criteria in the Search for field to select a contact or contacts from your personal address book 3 Select a contact or contacts from the Select column or click Select all to select all contacts to include in the condition NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 93 4 Click OK to accept the selected contacts or Cancel to quit this window The Step 2 Conditions window appears with the conditions you specified from your personal address book listed in the Route details window E Personal agent Microsoft Internet Explorer provided by
91. presence options 1 Click the Preferences gt Services gt Presence gt Auto presence submenu item The Auto presence page appears C 6G 600 jill any company com gt 4 Jill Brown vuvvuvvrvuvvvvvs im Preferences Auto presence Personal a ilk Presence cid SIME Inactivity Timer in minutes Service package igen Report when inactive No E El Presence ns ean o Watchers eport when on the phone Ino il Banned watchers Auto presence Save Meet Me Call park 2 Select the Report when inactive option and enter a time value in the range of 10 to 600 minutes into the Inactivity Timer in minutes field This value is the number of minutes that must elapse before your status is reported as inactive People who have subscribed to your presence will be alerted to your presence status after the elapsed time Note The Inactivity Timer in minutes option only applies to the gt Multimedia PC Client and the Multimedia Web Client This option does not apply to the i2002 and i2004 Internet Telephone 3 Select the Report when on the phone option to allow people subscribed to your presence to receive an On the Phone message that displays when you are connected on a call This option applies to all the clients Multimedia PC Client the Multimedia Web Client and the 12002 and 12004 Internet Telephone 4 Click Save Any changes to your service package are reflected the next time you log in
92. r Cancel to quit this window The Step 2 Conditions window appears with the global address conditions you specified listed in the Route details window gt gt 3 gt john oeny company com a Bs John Doe x Route Wizard Step 2 Conditions Select how you would like to filter calls received T from THESE PEOPLE in my Personal Address Book I From THESE PEOPLE in my Global Address List F from THESE GROUPS in my Directory 7 from THESE TELEPHONE suMmeR S I From anonymous a Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home E sack newt rinsh NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 95 5 To edit the condition click the link in the Route details window 6 Continue to specify conditions or click Next to go to the next step Specifying groups To specify a group as a condition 1 Click the THESE GROUPS link The group window appears 2 Personal agent Microsoft Internet Explorer pres _ O x Select people from group Select people from the list of groups below M Family M work I Friends Select all Cancel 2 Select the group or groups of people that you have organized into groups such as Family or Friends as defined in your personal address book 3 Click Select all to select all groups Personal Agent User Guide
93. r service provider or system administrator For example eburns Name e First name and last name of the user For example searching for a user with the Name of Smith will display users with the first name Smith and users with the last name Smith e Both first and last name of the user For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name of the user First name First name of the user Phone number Telephone number of the user 3 Enter your search criteria Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen etc Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Address Book Search Criteria on page 111 NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 69 4 Click Search The results of your search appears jill any company com x Jill Brown SEARCH Global address book z ae rt aw FOR Last name z Jiones New Delete Groups List view Card view ickname P Call
94. rch Criteria Topics in this section e Personal Address Book search criteria on page 112 e Global Address Book search criteria on page 114 Note The only field that is case sensitive is the phone number field This field is case sensitive for the entire string All other fields are case insensitive for the entire string Note Name searches automatically search for sounds like and fuzzy similar spelling an example of this feature would be the spelling of the word elephant or elefant However please note if a user updates their first or last name they will not be found by the fuzzy search until the next day Tip To remove the sounds like and fuzzy search options include the symbol in the name search Personal Agent User Guide Standard Nortel Networks Confidential 112 Address Book Search Criteria Personal Address Book search criteria The following table provides a detailed description of the Personal Address Book search criteria Field Example Each criteria Results Nickname nick Returns entries ending with nick and starting with anything appends nick Same as nick nick Finds anything that starts with nick appends nick Same as nick Name name Returns anything starting with first name and starting with last name appends to both name Same as name name Returns anything that has first name or last name that contains na
95. rences Directory Callllogs cail Web Client SEARCH Personal address book ae ri ay FOR Select an address book z New Delete Groups Card view List view ect Ca Not m Babar Susan Babar Susan asalae Call O E Burns Chris Burns Chris Customers Call O 6 Cook Pat Cook Pat Colleagues Cal Not i Doe John Doe John ARTE Call m o nzalez Don Gonzalez Don Family Call Not Henderson Peter il m rson Peter Henderson Peter aU sable Call 5 Not O Jones Cindy Jones Cindy E Call Not Lane Joe Lane Joe agailable Cal ml fw Lee Kevin Lee Kevin Colleaques Cal z 2 To display users from the global address book a Select Global address book from the drop down list next to the SEARCH field b Select a field to search FOR from the drop down list jill any company com x Jill Brown SEARCH Global address book z eo g ae FOR Select a field z Jiones Select a field Username meres NAMe List viet Last name New Delete Groups z AAS Phone number Ca Not O Babar Susan Babar Susan RoRTSble Call oO w Burns Chris Burns Chris Customers Call O Cook Pat Cook Pat Colleagues Call Not O Doe John Doe John available Call m Gonzalez Don Gonzalez Don Family Il Not mj Henderson Peter Henderson Peter available E1 2 a Not O Jones Cindy Jones Cindy eeaiables C
96. rsonal Agent the change automatically appears on your other network access devices for example your Multimedia PC Client Multimedia Web Client and or your i2002 or i2004 Internet Telephone Friends Within your personal address book you can designate entries as Friends People that you contact frequently are good candidates as Friends If you have marked an address book entry as a Friend then you can see the online presence status for that entry in the Multimedia PC Client or Multimedia Web Client or i2004 or 12004 Internet Telephone Note The ability to designate entries as Friends is a feature of the Presence service and is dependent upon your service package If your service package does not support the Presence service then you cannot designate entries as Friends Personal Agent User Guide Standard Nortel Networks Confidential 6 Chapter 1 Getting started with the Personal Agent Presence Presence a service on the Multimedia PC Client Multimedia Web Client or 12002 or i2004 Internet Telephone that allows you to see the online status of other users on your network and also a way to alert others to your status Automatic presence a service on the Multimedia PC Client Multimedia Web Client or i2002 or i2004 Internet Telephone that allows you to set the system to automatically alert others when you are away from your PC or on the telephone Note The ability to configure automatic presence notifications on t
97. rt when on the phone option 41 banned watcher s list 39 C card view personal address book 47 viewing contacts 53 Click to Call 5 description 81 from global address book 85 from personal address book 83 initiating a call 81 Click to Call icon 12 contact information business phone field 16 cell phone field 16 email field 16 fax field 17 first name field 16 home phone field 16 last name field 16 locale field 17 modifying 16 pager field 16 time zone field 17 contacts initiating a call personal address book 52 search criteria personal address book 49 searching personal address book 48 converged desktop service package option 37 D device access service package option 38 Directory icon 11 E Editing a contact 57 F Friends adding a contact 62 definition 5 deleting a contact 64 icon 62 G global address book accessing 64 addicon 74 adding a user 73 Personal Agent User Guide 118 Index Standard Nortel Networks Confidential card view 71 definition 5 displaying users 65 initiating a call to user 70 search criteria 66 searching 67 sorting 67 table of search criteria 114 viewing user details 69 Group icon 61 H hardware requirements minimum 3 recommended 3 help Help icon 12 rollover help 13 using 12 hot line service package option 38 12002 and i2004 Internet Telephone preferences 27 changing subject list order 29 creating a subject list 27 i200x option
98. s appear e Contact info e Password e Picture e My Times Tip The information you enter in the Contact info and My Times Y submenu items is used when setting up routes for your incoming calls See Chapter 6 Using the Personal Agent Route Wizard for complete information on setting up routes Personal Agent User Guide Standard Nortel Networks Confidential 16 Chapter 2 Managing your preferences Modifying your contact information To modify your contact information 1 Click the Preferences gt Personal gt Contact info submenu item The Contact info page appears allowing you to view or update your contact information meh eo GoSO G Preferences jill any company com x Jill Brown vuvuvvvvvvvvy Contact info Personal Contact info Password First name Jill Picture Last name Brown My Times O R H i200x email jill any company com H Services Business phone 555 2121 Home phone fsss 1111 ooo Cell phone Se Pager E Fax J Timezone Eastern Standard Time z Locale English z From this page you can view your first name last name and alias as entered by your service provider or system administrator You can enter or modify your email address business home cell pager and fax phone numbers You can also modify your timezone and locale Business phone Field Description First Name Your first name as it ap
99. st name of the user For example searching for the user with the Name of Smith will display users with the first name Smith and users with the last name Smith e Both first and last name of the user For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name of the user First name First name of the user Phone number Telephone number of the user 3 Enter your search criteria Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen etc Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Address Book Search Criteria on page 111 4 Click Search The results of your search appears in List view 5 To see the results of your search in Card view click the Card View tab The global address book displays the user or users in your global address book NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 73 that match the specified search criteria and includes a thumbnail picture of the user if available a CS B 6 6
100. strator NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 3 e PC configured with the required minimum software and hardware See Minimum hardware and software requirements on page 3 e Internet access and a connection that meets the minimum transmission speed requirements Minimum hardware and software requirements e 200 MHz Pentium class or equivalent processor e No additional free RAM is required The minimum memory requirements of your browser must be met See your browser documentation for more information e No additional hard drive space is required Local caching of web pages is performed by your web browser See your browser documentation for information on the minimum disk space requirements e Mouse optional e 640x480 8bpp 256 colors VGA graphics card e Microsoft Windows 98 Second Edition SE Windows Millennium Edition Me Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 e 28 8Kbps modem e Netscape Communicator 7 0 or Internet Explorer 6 0 e Cookies and javascript enabled Recommended hardware and software requirements e 300MHz or higher Pentium class or equivalent processor e No additional free RAM is required The minimum memory requirements of your browser must be met See your browser documentation for more information e No additional hard drive space is required Local caching of web pages is
101. terface The Personal Agent Quick Start landing page is always your starting point to access all the services and features of the Personal Agent 3 Personal agent Microsoft Internet Explorer mycompany any company com My Company DO Define call screening and routing Modify personal information and TNS behavior services Directory Call logs S_ k Access personal and global address E3 Access incoming and outgoing call l books logs Pate i Click to call Multimedia web client Q Establish a call between you and another person Launch multimedia web client Read on line documentation NN10039 113 Standard Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 11 Navigating the Personal Agent Quick Start landing page The icons and links on the Quick Start landing page and top navigation menu provide the interface to the Personal Agent services and features as described in the following table Service Feature Description Access to the Quick Start landing page a road map to the Personal Agent services and features Define how you want to manage your incoming calls by specifying the routing and screening of your calls The Routes icon will not display without the Advanced service package Manage your account and personal information Create view and manage your personal address book View your global address book Personal Agent User Guide
102. tial Chapter 3 Creating and maintaining your directories 63 2 Click Save The contact you designated as a Friend now appears in your personal address book List view with the Friends icon appearing in the Friends column for the selected contact gt gt gt gt gt gt gt fa jill any company com x E3 Jill Brown Quick Star utes Directory Web Client SEARCH Personal address book ae rs eu FOR Select an address book z Search New Delete Groups List view Card view Select Call Not m Babar Susan Babar Susan available Call cr w Burns Chris Burns Chris Customers Call Cr 5 Cook Pat Cook Pat Colleagues Call Not m Doe John Doe John available E O o Gonzalez Don Gonzalez Don Family Call m Henderson Peter Henderson Peter Not Call n available _ A Not Jones Cindy 4 Gall oO Jones Cind Jones Cindy scalable Call Not Lane Joe Lane Joe available Call CL es Lee Kevin Lee Kevin Colleaques Call idl In Card view the contact you designated as a Friend appears with the Friend icon next to the contact name 29 6 6 6 Oo jill any company com x Jill Brown SEARCH Personal address book z ae r au FOR Select an address book z Search List view Card view Chris Burns Burns Chris e SIP address chris any company com Edit New Delete Groups r Group Customers Pat Cook Cook Pat
103. tion refer to the MCS 5100 or 5200 Feature Description Guide Personal Agent Intelligent Networking PA IN A user of the Personal Agent driven Converged desktop service can access certain features and perform the certain tasks through the Multimedia PC Client For more detailed information on this features refer to MCS 5100 or 5200 Feature Description Guide Personal Agent User Guide Standard Nortel Networks Confidential 38 Chapter 2 Managing your preferences If this Service Package Option is enabled Then you have the ability to Device Access Restrictions have full or restricted access to i2002 and i2004 Internet Telephone functionality Hot Line call a pre determined destination by going off hook on the relevant line key Used in conjunction with the Device Access Restriction service package option Meet me conferencing chair an audio conference by sending out a dial in number and Personal Identification Number PIN for a conference bridge Advanced Addressbook Assistant Support Assistant Console has greater than 10 contacts default the maximum number of contacts is determined by the service provider to act as an assistant for another person in order to answer and route their calls Refer to the Assistant Console and Assisted Support Getting Started Guide Music On Hold provide music to callers that you put on hold Call Park Calling Line ID
104. umber The phone then rings at your preferred device After answering you are connected with the called party Topics in this section e Using the click to call icon on page 81 e Using click to call from your personal address book on page 83 e Using click to call from the global address book on page 85 Using the click to call icon To initiate a call using the click to call icon Personal Agent User Guide Standard Nortel Networks Confidential 82 Chapter 5 Using click to call to make calls 1 Access the Personal Agent Quick Start page john any company com John Doe vuvuvvvvvvvvvvvvuvvvv Click to Call icons Routes Preferences Define call screening and Modify personal information routing behavior and services Directo 3 Call logs Access personal and global Access incoming and address books outgoing call logs lick to call Multimedia web client Establish a call between you and another person Launch multimedia web client Read on line documentation 2 Click the Call icon from the top navigation menu or the Click to Call link on the Quick Start page The Click to Call page appears IERIE Click to Call This feature connects both parties at the selected devices john any company com John Doe x Ring me at Devre Phone or Address my chert ichn any company com Make Call To Phone or Address ruli NN10039 113
105. ur routes so that you are always in reach e send an Instant Message IM when processing a ring list NN10039 113 Standard Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 89 Understanding the Route wizard steps The following table describes the steps you will follow when you create a route using the Personal Agent Route wizard Step Specifies 1 Initiate action main action or actions that initiates the processing of the route There are two options listed here to select from When a call is received or When an Instant Message is received Select the desired option by clicking on the appropriate checkbox 2 Conditions filtering of conditions respective to the call originator and the time of day that must apply before the Actions in Step 3 can take place 3 Actions what action or actions are performed when a call is received Actions are defined with respect to the services enabled in your service package 4 Exceptions exceptions to the filtering conditions defined in Step 2 5 Finish name of the route and whether the route should be active or not and saved or not Navigating the Route wizard When you have entered the required data for each step click e Next to go to the next step e Back to change your decision e Cancel to cancel the creation or modification of the route e Finish to complete a step e Save to save the route Using the
106. y For Selecta field New Delete Groups Group __ Ca Brown Jill Pies nal r Burns Chris on r Teorey i Nancy kag call r Gonzalez Don available call r Henderson Peter available Call r Brown an available sal r Lane Joe Teen Sal r Doe John adabli wall ih Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen etc Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Address Book Search Criteria on page 111 NN10039 113 Standard Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 51 Viewing details about a contact To view details about a contact click a link in the Nickname column A page appears listing details about the contact including an icon that indicates their presence status on the network You can click the Back button to return to the contact list jill any company com x Jill Brown Unavailable Offline Chris Burns Burns Chris SIP address chris any company com Group Customers Personal Agent User Guide Standard Nortel Networks Confidential 52 Chapter 3 Creating and maintaining your directories Initiating a call to a personal address book contact

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