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Nortel Networks Personal Agent AS 5300 User's Manual

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1. 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 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 NN42040 105 Personal Agent User Guide 84 Global Address Book search criteria The following table provides a detailed description of the Global Address Book search criteria Field Example search criteria Results Username user domain Returns entries that have a user name that starts with user domain user domain Same as user domain user Returns entries which have username starting with user user Returns entries that have user in the username Name name
2. Use the global address book to access a single common network wide address book in a list format Sorting users To sort users in the global address book perform the following steps 1 Click a column name to sort by that column For example Last name First name Office or Home 2 Click the column name again to sort in reverse Viewing details about a user To view details about a user in the global address book perform the following steps 1 Inthe Last name First name Office or Home column click a highlighted user A page appears listing details about the user including an icon that indicates their presence status on the network Click Close to return to the global address book page Click Ada to add this user to your personal address book Initiating a call to a global address book user To initiate a call to a user in the global address book perform the following steps 1 Click the Call link in the Call column to call the user in your global address book 2 Click the Call button to place a call to the user NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 61 Working with the global address book Card view The following table describes the criteria you can use to search for a user in your global address book Field Search criteria Username User name of the user provided by your service provider or system administrator For example eburns Name e First name and last
3. Personal Agent User Guide 32 Modifying a day and time range To modify an existing day and time range perform the following steps 1 oa fF W N Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Personal gt My Times In the My Times section click an option For example My Office Hours Click Modify Enter your changes to the days and time ranges on the My Times page Click Add Time The modified day and time range appears in the Day Time Details section Click Save to save your day and time changes OR Click Cancel to return to the My Times page without saving your changes Copying a day and time range To copy a day and time range 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Personal gt My Times In the My Times section click the option you want to copy For example My Office Hours Click Copy Enter a new name for the day and time range you want to copy The copied day and time range appears in the Day Time Details section Click Save to save your changes OR Click Cancel to return to the My Times page without saving your changes NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 33 Renaming a day and time range To rename a day and time range perform the following steps 1 Click the Preferences icon on the Quick Start
4. After successfully logging on to the Personal Agent a post login banner appears if configured by your system administrator Otherwise the quick start page displays You cannot access any Personal Agent functions until you acknowledge the post login banner by selecting the check box and clicking on the Continue button If you click on the logout button the Personal Agent is logged off Note When you access the Personal Agent through the Multimedia PC Client or Provisioning Client you do not see the pre login or post login banners NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 21 Navigating the Personal Agent interface The Personal Agent Quick Start page is where you access the services and features of the Personal Agent Top Navigation menu buttons Logout Subscriber information Ki Home reece diame Boge nak Help Preferences Mody personal information and servio s Help Read on line documentation Copyright 2001 2007 Nortel Networks All rights reserved bene TPIT egia ions gt Quick start actions NN42040 105 Personal Agent User Guide 22 Navigating the Personal Agent Quick Start page The icons and links on the Quick Start page and the top navigation menu buttons provide the interface to the Personal Agent and features described in the following table Service Feature Description Access the Quick Start page from wh
5. AS 5300 Release 1 0 This document is new for AS 5300 Release 1 0 June 2008 Standard 01 02 This document is up issued to support Application Server 5300 Release 1 0 Added information regarding PIN length requirements page 43 May 2008 Standard 01 01 This document is issued to support Application Server 5300 Release 1 0 NN42040 105 Personal Agent User Guide NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 Getting started This guide describes the Nortel Personal Agent a feature rich online IP telephony solution Use the Personal Agent to view manage and configure your services Chapters include e Using your Personal Agent on page 11 e Customizing your Personal Agent on page 25 e Using your directories on page 49 e Using your call logs on page 63 e Using your Personal Agent Routes Wizard on page 67 e Address Book Search Criteria on page 81 Audience This guide is intended for subscribers of the Personal Agent services and features Nortel recommends that you keep the Personal Agent open while you follow the steps described in this guide Screen captures in this guide show Internet Explorer as the default browser If you use another browser the screen can look different Text conventions This guide uses the following text conventions bold text Indicates the command key or link you need to press or click Examples Pres
6. Agent uses some terms that may be new to you Read through the explanations to familiarize yourself with the following terms Service package on page 14 Address on page 15 Global address book on page 15 Personal address book on page 15 Friends on page 15 Presence on page 16 Service package Your service provider or system administrator assigns a service package with predefined features and options for you These features are available to you if they are listed in your service package For example your service package defines the maximum number of entries in your list of Friends the maximum number of callers permitted in an audio conference if voice mail enabled NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 15 Address When an address is required in a procedure enter either a Session Initiation Protocol SIP address or a telephone number A SIP address is a unique identifier of users on the IP network The SIP address has the same format as an e mail address for example jdoe lab1 org but it is not an e mail 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 Nortel IP Phone To make it easier to place calls you can store addresses SIP addresses or telephone numbers in your personal address book Global address book Your global address book lists all the registered u
7. 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 name Returns all users that have the last name or first name that match the search criteria within the quotation marks NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 85 Field Example search criteria Results 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 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 Retu
8. The length and complexity of your password is determined by your system administrator Your password criteria can contain e minimum password length e minimum number of digits e minimum number of uppercase characters from A through Z e minimum number of lowercase characters from a through z e minimum number of special characters Your password cannot contain spaces To change your password perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu From the navigation pane select Personal 5 Password Complete the required fields using the following table Field Description New Password Your new password See your system administrator for password criteria Confirm Confirmation of your new password Password Old Password The old password that you entered when your registered with the Personal Agent NN42040 105 Personal Agent User Guide 28 Tip For security purposes Nortel recommends that you change your password periodically 4 Click Save Note For information about changing your Chairperson PIN see Viewing and modifying your Meet Me conferencing details on page 45 Selecting a picture You can add a picture to use as your picture caller ID in the Multimedia PC Client If you are replacing an existing picture ID your new picture overwrites the previous picture To add or modify a picture perform
9. Using your Personal Agent Routes Wizard The Personal Agent Route wizard solves the problem of having different contact numbers for different communication devices For example office phone home phone or mobile Use the Route wizard to build routes for all or specific incoming calls or to block anonymous callers Note Advanced screening must be enabled in your service package to use the Personal Agent routing capabilities If you do not have routing capability you have a default route configured that rings your telephone If you subscribe to the voice mail service unanswered calls route to your voicemail Topics in this chapter include e Understanding Routing on page 68 e Understanding the Personal Agent Route wizard on page 68 e Using the Personal Agent Route wizard on page 69 Tip Some features such as Call forward can be configured at the IP Phones and may override the routes that you configure with the Personal Agent Personal Agent User Guide 68 Understanding Routing Use routes to perform actions on your incoming calls and instant messages IM 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 00 p m and 1 00 p m Monday through Friday are routed to your mobile phone first and then sent to your voice mail Tip Routes apply to incoming calls in the order they are listed in
10. a future release Advanced Screening Define routes that affect how your calls and instant messages are received A route allows you to specify locations that ring simultaneously or sequentially when you receive a call A route can be defined to affect only specific calls or instant messages based on the configured conditions For example the time of day you receive the call and who is calling Call Park Available in a future release Assistant Console Available in a future release Assistant Support Available in a future release Call Waiting Disable Available in a future release Calling Name Display The name of the caller is displayed on incoming calls Calling Line ID Restriction Calling Line Identification allows you to specify whether or not you want your name and number to appear when you call someone Converged Desktop Available in a future release Converged Mobility Available in a future release NN42040 105 Personal Agent User Guide 40 Service Package option Description Direct to Gateway Available in a future release IM chatroom Available in a future release Malicious Call Trace Available in a future release Multiple Call Restriction Available in a future release Net6 Support on 2004 Configure the Nortel IP Phone 2004 to display Web text It allows the phone to connect to the Net 6 server to display information
11. add a contact in your personal address book perform the following steps Click the New button on the Directory page 2 Complete the fields with your contact s personal information Required fields are indicated with an asterisk Select the Friend check box to make this contact a Friend Select a group from the Groyp list to place this contact in a group The default group is No Group NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 55 5 Click Save to save this contact to your personal address book and close the window OR Click Cancel to return to your personal address book without saving your changes Editing a contact If a contact s information changes you can modify your personal address book Note If you configure the Call Forward service from user A to user B gt and then change any of the address details of user B in the address book using the Personal Agent you must reenable the Call Forward service in the service package The Call Forward service is not associated with the address book Editing a contact List view To edit details about a contact in List view in your personal address book perform the following steps 1 From List view click the Nickname link for the contact that you want to edit A new window appears listing details about the contact Click Edit Enter or revise the contact information including Friend or Group selections Click Save OR C
12. as entered by your service provider or system administrator You can enter or modify your e mail address business home cell pager and fax phone numbers You can also modify your time zone and locale Field Description First name Your first name as it appears to other users viewable field only Last name Your last name as it appears to other users viewable field only Aliases An alias if provisioned that associates a Public Switched Telephone Network PSTN phone number to your username viewable field only email E mail address for example tsmith acme com Business phone Your business phone number Home phone Your home phone number Cell phone Your cell phone number Pager Your pager number 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 must log out and log on again for the changes to take effect 3 Complete the required fields on the page NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 27 4 Click Save Note Some fields cannot be configured For more information about these fields contact your system administrator Changing your password When you change your password your password changes for all client devices Multimedia PC Client Personal Agent and Nortel IP Phone
13. call the personal address book contact 6 Inthe Make Call To section enter a new number or registered SIP address in the Phone or Address field if you do not want to use a preconfigured telephone number or registered SIP address to receive calls from the contact in your personal address book 7 Click Call The system rings you After you answer the system makes a second call to the contact in your personal address book Saving contacts from the call log information To save a contact from a call log to your personal address book perform the following steps NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 65 1 From your call log Inbox or Outbox select the check box beside the name of the contact you want to save 2 Click the Add to directory button The new contact appears in the Directory list Clearing call log information To remove one or more entries in a call log perform the following steps Select the check box beside the name of the contact you want to delete Click the Delete entry button Click OK to confirm the deletion The Call logs page refreshes and the entry no longer appears Tip The Select all button under the call log selects every entry in the call log The Clear all button clears all check marks beside entries in the call log NN42040 105 Personal Agent User Guide 66 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 67
14. contact information for all users in your domain Your system administration maintains the global address book Tip Information in your personal and global address book can be used as a condition when you define a route to handle your incoming calls For more information about call routing see Using your Personal Agent Routes Wizard on page 67 Personal Agent User Guide 50 Note The system administrator must enable the global address book before you can use it Using your personal address book Your personal address book contains a dynamic list of contacts that contain a user s nickname first name and last name You can choose to place your contact in a group or in your list of Friends Tip When you add a contact or make a change to a contact using the Personal Agent your personal address book automatically updates and synchronizes with the Multimedia PC Client and IP Phones To access the personal address book click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu Your personal address book has two options for viewing your contacts e List view a traditional table view e Card view a business card view including a picture of the contact if available NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 51 Both the List view and Card view have the following icons for accessing your personal address book Cli
15. from the Web It also allows a user to perform searches of a corporate directory Packet Cable Multimedia Available in a future release ParlayX Multimedia Messaging Available in a future release ParlayX Third Party Call Control Available in a future release Video Receive and transmit video calls Wireless Gateway Available in a future release Viewing and modifying your Watchers List To see a list of people who have subscribed to your presence information perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu 2 In the navigation pane select Services 5 Presence 5 Watchers The list shows only the active username watching your presence not all users registered to your presence The date when an active watcher subscribed to your presence information also appears 3 To ban an active watcher from seeing your presence information click the check box beside the watcher s username 4 Click the Ban watchers icon The Banned watchers list appears with the new banned watcher s username NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 41 Setting up a Banned watchers list You may want to ban someone from subscribing to your presence information in the future Use the Banned watchers menu option to restrict access by other users who do not currently appear in your watchers list To ban someone from viewing your presence inf
16. met For more information see your browser documentation e This system does not require additional hard drive space Local caching of Web pages is performed by your Web browser For more information about the minimum disk space requirements see your browser documentation e Mouse optional e 640x480 pixels 8 bpp 256 colors VGA graphics card e Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 e 28 8 kbyte s modem e Internet Explorer 6 0 or Firefox 2 0 e cookies and javascript enabled Recommended hardware and software requirements e 300MHZ or faster Pentium class or equivalent processor e This system does not require additional RAM The minimum memory requirements of your browser must be met For more information see your browser documentation e This system does not require additional hard drive space Local caching of Web pages is performed by your Web browser For more information about the minimum disk space requirements see your browser documentation e Mouse required e 800x600 pixels or higher 16 bpp 65 536 colors VGA video graphics card NN42040 105 Personal Agent User Guide 14 Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 56 kbyte s modem or other high speed connection for example cable modem DSL modem and 10baseT ethernet Internet Explorer 6 0 or Firefox 2 0 or later cookies and javascript enabled Useful terms to know The Personal
17. name of the user For example searching for the user with the Name of Smith returns 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 returns users with the first name John and the last name Smith The search string Smith John also returns the same users e Name matching continuation For example entering ay 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 To access the global address book in Card view perform the following steps 1 Select Global address book from the SEARCH list 2 Select a field to search on in the FOR list 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 returns all contacts named John Jon and Jen Use quotation marks before and after a search string to specify an exact match 4 Click Search 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 that NN42040 105 Personal Agent User Guide 62 match the specified search criteria and includes a thumbnail picture of the user Gf available Adding global address users to your personal address book You can ad
18. options or the service package option is available in a future release NN42040 105 Personal Agent User Guide 38 Service Package option Description 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 to see that person s presence Your system administrator configures the maximum number of Friends you can add to your address book e Prohibit a contact in your network from viewing your online presence status Basic Services Provides the core functionality that is not provided by the other services For example the ability to make a call Hot Line Available in a future release Unified Communications Provides access to multimedia messaging services Client Collaboration Available in a future release Calling Picture Display Display the picture of the caller ParlayX Presence Available in a future release QoS Available in a future release Network Call Logs Available in a future release Multi Level Precedence and Preemption MLPP As an option when placing a call you can specify the precedence level A call must be initiated with a precedence level below or equal to the authorized precedence level initially provisioned for you During call setup this precedence level assures preferentia
19. or a list of reasons for rejecting an incoming call perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Personal 5 Reasons In the New Reason box enter the text of the reason For example Busy right now or Try again later a Tip The reasons appear in the order that you enter them N Oa oO f Click Add To add another reason in the New Reason box enter the text of the reason Click Add To save the reason click Save NN42040 105 Personal Agent User Guide 30 8 Click Reset to clear your input and reset your reason list to the last saved settings 9 Click Remove to remove the selected reason OR Click Remove All to remove all reasons Tip The reasons appear on your IP Phone in the same order they appear in the Current Reasons window Contact your system administrator if this option is not available Reordering the list of reasons To change the order in which the reasons appear on your IP Phone perform the following steps 1 Navigate to Preferences 5 Personal 5 Reasons In the Current Reasons box select a reason from the list 2 Click Up or Down to change the order of the reasons list Tip The reasons appear on your IP Phone in the same order they appear in the Current Reasons window To remove a reason from the list select the entry in the Current Reasons list 4 Click R
20. the following steps 1 Inthe navigation pane select Preferences gt Personal gt Picture From the Picture page that appears you can add view or update your caller ID picture The first time you access this page you notice a shadow figure The shadow indicates that you do not have a picture in the database 2 Inthe My New Picture field enter the path and file name of the picture to use for your picture caller ID service OR Click Browse and select the picture file Preview your picture Tip The system resizes pictures greater than 160 x 120 pixels Use only png or jpg files Your system administrator defines the maximum picture size 3 Click Save to save the picture as your picture caller ID NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 29 4 5 Click Reset to reset your picture from the preview picture to your current picture The picture file you specify is sent to your service provider s user database and appears on the Multimedia PC Client and on the Picture page each time you use the Personal Agent The picture also appears in the address book in card view mode Click Delete to delete a picture Note A picture caller ID appears when the contact is added to the mp address book of the person being called Specify reasons Use the Reasons page to specify a reason or list of reasons to appear on your IP Phone Specifying a new reason To specify a new reason
21. you do not want your name and number displayed when you call someone select Yes from the Calling Name Number Privacy list Note If you enable this service your calling ID appears as either unknown or anonymous NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 47 4 Click Save to save your changes OR Click Reset if you made changes and you do not want to save them NN42040 105 Personal Agent User Guide 48 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 49 Using your directories The Directory icon appears on the Personal Agent Quick Start page or on the top navigation menu Using the Directory icon you can 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 call a contact from your personal or global address book e access details about a contact including their presence status Topics in this chapter include e Understanding Personal Agent address books on page 49 e Using your personal address book on page 50 e Managing your contacts in your personal address book on page 54 e Using the global address book on page 58 Understanding Personal Agent address books The following address books are available in the Personal Agent e personal address book contains contact information you enter e global address book contains
22. your Unified Communications logon when using other Public Switched Telephone Network PSTN telephone such as a cell phone that are not hosted by the AS 5300 network perform the following steps 1 Select Preferences 5 Services 5 Unified Communications 5 Greetings 5 Auto Identification 2 Click Save after you select an option to use automatic identification when calling from your client 3 Provide direct access to your mailbox by using the customizable option to enter up to three different PSTN or Electronic Switched Network ESN numbers 4 Click Save to save your changes OR Click Reset if you made changes and you do not want to save them Remember that the customizable option only allows you to enter valid PSTN or ESN digits and not a user name Only PSTN numbers that are not hosted by the AS 5300 network can be used for automatic identification For example automatic identification does not work when subscribers call from a known device such as the cell phone or home phone The numbers listed in the Aliases field in Preferences gt Personal gt Contact Info will not work You would list a user s PSTN number as an Alias number for that user so you would not enter that number as an address to be auto identified Instead you would use auto identification for the my client the user is logged on as Configuring recording time for incoming voicemail messages To configure the maximum recording time for incoming voicemail message
23. DADI PIG 56 UN ON cath Ieee ek deere AA sted 56 Adding a NEW GOUD ma ma ceca tee er KGBI ee RANG het aewa eee TERROR RRO 56 Designating a contact as a Friend 2 0000 eee eee 57 Using the Bball BOCES DOOR o kaka AMBAG LAMA AGA MAA eeeduededagacuws 58 Accessing the global address book cc eee eens 58 Searching for users in the global address book n anaa anaana c eee eee 59 Working with the global address book List view 22200000 60 SONG UBITD soso ddd PABABA PAG E ALE edad ee Coa AY BAL eee 60 Viewing details about a user cucu dw ees eka ee hee ee ke we 60 Initiating a call to a global address book user 222000050 60 Working with the global address book Card view 000 ccc eae 61 Adding global address users to your personal address book 62 Using V00 Call lOS casa ristet erer n BKGBES LANIE EBE 63 viewng CAN NMOS AA AA AA AA ee 63 Calling Contacts in thecal lOU aio cse4 veagovesddeedy cede rN 64 Saving contacts from the call log information 0000 e cece e eee 64 NN42040 105 Personal Agent User Guide Glearing call log information cca 5 casceccadeeencedsee oadecesaerdedecuaaases 65 Using your Personal Agent Routes Wizard 00000e ee eeee 67 Understanding ROUUNE 640d ums dars Cee dee ee ke ee eee dk eee 68 Understanding the Personal Agent Route wizard 0000 eee eee 68 Understanding the Route wizard step
24. ECIFIC DAY TIME RANGE S link The My Times window appears Tip For complete information about configuring My Times day and time ranges see Configure My Times on page 31 2 Select a previously defined day and time range for example My Office Hours NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 75 View the graphic display of highlighted My Times 3 Use the buttons to create new My Times day and time ranges or manage existing My Times ranges 4 Click Save to accept selected My Times OR Click Cancel to quit this window To edit the condition click the link in the Route details window Continue to specify conditions OR Click Next to go to the next step Step 3 Actions In Step 3 Actions of the Route Wizard specify what action or actions to perform on your incoming calls For example you can configure the following mutually exclusive actions e specify numbers to ring simultaneously or sequentially in ordered lists e send a rejection message Public Switched Telephone Network PSTN callers will receive a busy tone e send the request to email PSTN callers will receive a busy tone e display a call window e send the call to voice mail Note Actions are defined according to the service like Advanced screening enabled in your service package NN42040 105 Personal Agent User Guide 76 Specifying ordered lists Use the Personal Agent to configure how and
25. ECUING a PICU paa ma KARA mh KA KNA ey KA LUPANG sade ident oe NG 28 jl gn AA AA 29 Specifying a new reason 02x a aa ee ee eee eee ees 29 Reordering the list of reasons 2 25 0cs cases ieaedadee bs yee aud ease ARN 30 Conmigure My NA 31 Adding a new day and time range anaana 31 Modifying a Gay and time tange a Ga eee a ee 32 Copying a day and time range eens 32 Renaming a day and time range ccc ees 33 Deleting a day and time range 0 000 ees 33 Modifying your Nortel IP Phone settings 00 00 34 Creating a subject list for your IP Phone calls 0000 eee eee eee 34 Changing the order of the subject list 0 0 00 00 c cece eens 35 Personalizing your present 4 62 5 i cau dedi whee MARE BREN ia dia dee ew es 35 Logging off from your active phones cece eee eee 36 Viewing and modifying your available services eee ee eeaes 36 Viewing your service package information 0 00 cee eee 37 Viewing and modifying your Watchers List asaaaaaa naana eee eee 40 Setting up a Banned watchers list 6 0 eens 41 Modifying your Auto presence service anaana 41 Viewing and modifying your Unified Communications details 42 Configuring your greeting message ee eens 42 Modifying your current greeting settings A 02 cee eee 43 Cane VOU PIN 2oceihense pean ERA 43 Configuring your email pr
26. Nortel AS 5300 Release 1 0 Standard 01 02 NN42040 105 June 2008 Nortel AS 5300 Personal Agent User Guide NORTEL Copyright 2007 2008 Nortel Networks All rights reserved Sourced in Canada LEGAL NOTICE While the information in this document is believed to be accurate and reliable except as otherwise expressly agreed to in writing NORTEL PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OR CONDITION OF ANY KIND EITHER EXPRESS OR IMPLIED The information and or products described in this document are subject to change without notice Nortel the Nortel logo and the Globemark are trademarks of Nortel Networks All other trademarks are the property of their respective owners NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 Contents ib OU 5 O AAP AT 7 AA AA AA 7 BONI NGI tks lms eee vate Ghia ches URUN EP ELA LAAEWO NGA 7 Gening Slanted aa KG c5sb sree ce shes nee des eGo ee reese ERA KRA AN 9 An AA EP PA 9 TEX COWS 5 ins Ketan s eeu Hehe PANA beeline dha td KANG AN cee 9 OT se KA Ree hc Be Sc pc Ri a kd et tn Bec gta te eat du Sea a el 10 Related PUBICHIONG cece cece creeks eee tReet ORES A MRE 10 POW TO GE MS cog he eters ERE AA SEE WELLE HOMER ELRAE RRR RR RHEE 10 Using your Personal Agent 00 2c eee eee eee eee 11 Understanding your Personal Agent 0 00 c eee eee eee 11 Personal Agent services and features tees 12 Br es AA AA 12 Minimum hardware and softw
27. age or from the top navigation menu In the navigation pane select IP phone 5 Personalized presence In the New Note box enter a note Click Ada To add another note enter the text of the note in the New Note box Click Add The new note appears in the Current notes box N O Of Bd o N To reorder the presence note for display on the IP Phone select the note from the Current notes box and click Up or Down Click Save to save the note 9 Click Reset to clear your input and reset your note list to the last saved settings 10 To remove a note select the note from the Current notes box and click Remove OR click Remove All to remove all notes NN42040 105 Personal Agent User Guide 36 Logging off from your active phones If you work in a number of locations and often log on to several IP Phones you can use the IP phone option to check your logon status and logoff your active phone To log off your active phones perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select IP phone 5 Logout Log off from the IP Phone based on the Device Label MAC address or Users Tip The IP phone option lists a separate entry for each phone you are logged on to 4 Click the Log Me Out link from the IP Phone 5 Click OK to log off Viewing and modifying your available services To view or modify the list of services t
28. all see Specifying an ordered list on page 76 and Specifying a rejection message on page 78 To specify an anonymous caller condition perform the following steps 1 In the Step 2 Conditions window select the Received in Unavailable Busy option Continue to specify conditions OR Click Next to go to the next step Specifying a condition for Unavailable Busy You can configure conditions to handle incoming calls when your presence state is configured to Unavailable Busy NN42040 105 Personal Agent User Guide 74 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 mail if enabled in your service package e send the call to a particular phone number Tip Presence Based Routing in your service package controls this parameter For more information about configuring the actions for an incoming calls while you are Unavailable Busy see Specifying an ordered list on page 76 and Specifying a rejection message on page 78 To specify an incoming call condition while Unavailable Busy perform the following steps 1 InStep 2 Conditions window select the From anonymous check box 2 Continue to specify conditions OR Click Next to go to the next step Specifying day and time ranges To specify the days and times ranges for the condition to apply perform the following steps 1 Click the SP
29. anges 31 renaming a day and time range 33 p password changing 27 personal address book 50 adding acontact 54 adding a Friend 57 adding a group 56 delete icon 51 deleting a contact 56 editing a contact Card view 56 editing a contact List view 55 group icon 51 list view 51 new contact icon 51 searching for a contact 52 sorting contacts 51 table of search criteria 82 viewing contact details 53 Personal Agent accessing 17 before you begin 12 description 11 exiting 23 getting started 11 interface understanding 21 logging in 18 services and features 12 picture caller ID adding 28 deleting 29 resetting 29 shadow figure 28 size limits 28 updating 28 viewing 28 preferences configuring 25 Meet Me option 37 Preferences icon 22 publications hard copy 10 Q Quick Start landing page navigating 22 R route definition 68 Route icon 22 route wizard actions 75 email request 78 ordered lists 76 rejection message 78 activating the route 79 definition 69 exceptions 78 from groups in the global address book 79 from people in the global address book 79 from people in the personal address book 79 initiating action 70 navigating 69 specifying conditions day time ranges 74 from anonymous call 73 groups 72 telephone numbers 72 users from the global address book 71 table of steps and actions 69 Routes icon 22 S service package viewing services 37 services viewing and modifying 36 s
30. are requirements a 13 Recommended hardware and software requirements 13 Useni terme tO KNOW Sis lee eke dees Ak ee eee ee AKIT Adee 14 POC PANO cccch BANKS ATES NG AD danesdoed ARNEL ancousaccas 14 PISS ca hick dete deta wep dh a ae dh PRA rae Mae He 4 he HAN de Aodhan A 15 MGA AA 15 Personal address DOOK lt isea eck ecdee a Senin ki tku eek eo NGA eee Kem ee ox 15 PENS ANAND ea os Lei edd NORA Wee ee hed eekad dake HOTA GA 15 PROSGICe cc PR PA EER ups 16 Accessing the Personal Agent for the first time 00 20000 cee aes 13 Parcona AGOM a AA AA AA 18 Logging on to the Personal Agent takes three steps 18 Acknowledging the pre login banner 200 c cece eee eee 18 Logging on to the Personal Agent cick wk Rite eee eee eee BKA KNA 19 Personal Agent User Guide Acknowledging the post login banner cece eee eens 20 Navigating the Personal Agent interface cece eee eee 21 Navigating the Personal Agent Quick Start page 22 Exiting the Personal Agent sss ees d NAGA BT eee NA KG tues s ieee eee Dh 23 Usmo ihe Chine Help oidetakcaetdetaakenadde PARSER Eee PARE RR ERA A EE ee 23 Customizing your Personal Agent 4 an 25 Configuring your personal preferences e eee eee eee 25 Modifying your contachintarmnauon Am cue sisena ead da ke aw hee 26 Changing your password 0 0 0 cect tees 27 PEl
31. ation about the caller s name the time and duration of the call and caller address The icons in the Type column of your inbox indicate whether you answered the call or not indicates that the call was answered E indicates that the call was not answered E Your Outbox shows information about the calls you have placed including the contact names the time and duration of the calls and their SIP addresses To view your call logs perform the following steps 1 Click on the Call logs icon in the top navigation bar Personal Agent User Guide 64 2 Click on the Inbox tab to view the calls you have received 3 Click on the Outbox tab to view the names of people you called Note Network based call logs capture all missed calls whether the caller leaves a message or not Calling contacts in the call log To call a contact from the call logs in your inbox or outbox perform the following steps Click the Call logs icon in the top navigation bar Select the Inbox tab or the Outbox tab In the Call column click the Call link beside the contact name you want to call The Click to Call window appears 4 In the Ring me at section select a device from the Device list that you want to initiate the call from 5 Inthe Ring me at section enter a new number or registered SIP address in the Phone or Address field if you do not want to use a preconfigured telephone number or registered SIP address to
32. call select the option to request an email PSTN callers will receive a busy tone With this option the system requests that callers send e mail to the e mail address of the user that they called The phone does not ring Step 4 Exceptions In Step 4 Exceptions of the route wizard 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 For more information about specifying conditions see Step 2 Conditions on page 70 The following links are available as exceptions NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 79 e From THESE PEOPLE in my Personal Address Book e From THESE PEOPLE in my Global Address Book e From THESE GROUPS in my directory e From THESE TELEPHONE NUMBER S e From anonymous e Received in Unavailable Busy Tip The Received in SPECIFIC DAY TIME RANGE S link is not available as an exception If you have Presence based Routing enabled in your service package you see the Received from Unavailable Busy parameter To edit the condition click the link in the Route details window 2 To go to the next step click Next Step 5 Finish Before you complete the final step in configuring your route Nortel recommends that you view all the route details to ensure that you are satisfied with the conditions actions and exceptions If the route is co
33. ck 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 List view on the Personal Agent Quick Start page click the Directory icon Sorting your contacts To sort your contacts perform the following steps 1 Click a column name to sort by that column For example click the First Name column to sort your contacts by first name 2 Click the column name again to sort in reverse NN42040 105 Personal Agent User Guide 52 Searching for a contact The following table describes the criteria you can use to search for a contact Field Search criteria Nickname An alternate name assigned to a subscriber For example you can assign the nickname manager to 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 returns contacts with the first name Smith and contacts with the last name Smith 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 w
34. d users from the Global address book to your personal address book To select a user to add to your personal address book perform the following steps Search for a user or users in the Global address book Card view or List view 2 Select the users you want to add by selecting the check box in the Select column 3 Click the Add button to add the selected entries to your personal address book The message Adding address book entries appears 4 Select the Add users as friends check box if you want to designate the users as Friends 5 Select a group from the Add users to group list to place the users in a group Note You receive an error message if you attempt to add users from gt your global address book that have the same Last name or First name as the Nickname field defined in your personal address book 6 Click OK to save your changes OR Click Cancel to return to the Global address book without saving your changes NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 63 Using your call logs Use the Personal Agent to view a list of the incoming and outgoing calls made by any device that you are logged on to Topics in this chapter include e Viewing call logs on page 63 e Calling contacts in the call log on page 64 e Saving contacts from the call log information on page 64 e Clearing call log information on page 65 Viewing call logs Your Inbox shows inform
35. e you can create a list of subjects to add to an outgoing call The subject appears on the IP Phone as well as other registered SIP clients of the person you are calling and tells them why you are calling To create a new subject perform the following steps 1 ON Oa Ma Hd Od DY Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select IP phone 5 Subjects Enter the text of the subject in the New Subject box Click Add The subject appears in your Current Subjects box To add another subject enter the text of the subject in the New Subject box Click Ada 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 Click Save to save your new subjects OR Click Reset to clear all recent input and reset your subject list to the last saved settings NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 35 Changing the order of the subject list To specify the order in which the subjects appear on your IP Phone perform the following steps 1 Inthe Current Subjects area click a subject 2 Click Up or Down to change the order of the subject list 3 Click Save to save your changes Personalizing your presence To customize a presence status note for display on the IP Phone perform the following steps 1 Click the Preferences icon on the Quick Start p
36. ect how you would like to filter calls received Click this link To specify From THESE PEOPLE in Contacts from your personal address book that you my Personal Address Book want to include in the condition From THESE PEOPLE in A user or users from the global address book that my Global Address List you want to include in the condition From THESE GROUPS in The lists of contacts that you have organized into my Directory meaningful groups in your personal address book for example Friends Family Work Projects that you want to include in the condition From THESE TELEPHONE The SIP Address or phone number of the person or NUMBER S persons calling you From anonymous When a call is received from an unknown caller Received in SPECIFIC DAY The days and hours of the day and week when you TIME RANGE S want the condition to apply For more information about using the My Times feature to configure Day Time ranges see Configure My Times on page 31 Note The global address book must be enabled by the system administrator before it can be used NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 71 Specifying contacts from your personal address book To specify a contact from your personal address book as a condition perform the following steps Click the From THESE PEOPLE link A new window appears 2 In the Search for field enter a search criteria t
37. eferences ccc sede GAGA NAGA PIGAIN NAG ve eeawns 43 Controlling your automatic login fw ee ee ee ee ee 44 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 Configuring recording time for incoming voicemail messages 44 Viewing and modifying your Meet Me conferencing details 45 Configuring Calling Line Identification 0 000 eee 46 Using yo r directories casccdcetescds Siete ret ees Ct eerenreenen es 49 Understanding Personal Agent address books cee eee eeeee 49 Using your personal address bok aa aa KG KAG NAA AAKAK AKA dee KANA ANGARA 50 Viewing your contacts in List view 200 eee 51 Sorting your CONIA pama kha denned KA Da WG ie Rae ee LEE BKA 51 Searching for a CONTAT 0 4 wak KARA KAG RAED KRAKBRAEKIKRKKARAKDB BANGKA 52 Viewing details about a contact 0 0 00 ccc eee 53 Calling a contact in your personal address book A 53 Viewing your contacts in Card view 00 cee eee 53 Viewing details about 2 contact paaa 62455 asks ves se ras ou dese eeanes 54 Managing your contacts in your personal address book U 54 Adding a contact to your personal address book 22200000 54 CHINE NAO dama KAKA die dk MA die dod ee eee dd ANA Pamala 55 Editing a conisel List MEN on csdeccoue de aien RAANG hed oe he GNG 55 Editing a contact Card view 44s asso eer Gel BERNARD aia y debe
38. emove to remove the selected reason OR Click Remove All to remove all reasons 5 Click Save to save your changes NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 31 Configure My Times Use the My Times page to Add Modify Copy Rename or Delete day and time ranges when configuring conditions to screen and route your incoming calls Note The Advanced Screening parameter must be enabled in your Service Package Adding a new day and time range To add a new day and time range perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Personal 5 My Times Click Add In the Select Days column click the required days In the FROM Time and TO Time fields select the required time 5 Click Add Time The selected day and time range appears in the Day Time Details section 6 In the Enter a Name for this Day Time Range box enter a name for the day and time range 7 Click Save to save your new day and time range OR Click Cancel to return to the My Times page without creating a new range Tip To remove day and time ranges for a specific day click the day in the Select Days column and click the Clear Day button To remove the day and time ranges for all days click the Clear All button Note You can add more than one day and time combination to apply to the day and time range NN42040 105
39. esence status after the elapsed time The Inactivity Timer in minutes option applies only to the Personal Agent which includes the Multimedia PC Client This option does not apply to the Nortel IP Phone Viewing and modifying your Unified Communications details The Unified Communications service provides you with integrated access to your voicemail messages from a preferred client device such as a PC Voice over IP VoIP phone wireless phone or a traditional circuit switched telephone Use the Personal Agent to view and modify the details of your account Click Preferences 5 Services 5 Unified Communications 5 Overview to display your mailbox number and the access numbers for the Unified Communications service The Unified Communications page appears Configuring your greeting message To select which recorded greeting plays when a user leaves you a message perform the following steps 1 Select Preferences 5 Services 5 Unified Communication 5 Greetings 5 Set Active Greetings The Unified Communications Greeting page appears From the list select the recorded greeting to play when a user leaves you a message e System e Temporary e Personal e Custom up to three custom greetings Click Save to save your changes after you complete your work OR Click Reset if you made changes and you do not want to save them NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 43 Modifying your current gre
40. eting settings To modify your greeting settings perform the following steps 1 Select Preferences 5 Services 5 Unified Communications 5 Greetings 5 Greeting settings 2 Click the Modify link for each greeting to specify a different email address to deliver your voicemail message to and to assign transfer destinations 3 Click Save to save your changes after you complete your work OR Click Reset if you made changes and you do not want to save them Changing your PIN To change your Personal Identification Number PIN for accessing your mailbox perform the following steps Click Preferences 5 Services 5 Unified Communications 5 PIN Enter a new PIN from 4 to 10 digits in the New PIN field Enter the new PIN again in the Confirm PIN field A O N Confirm these changes by entering your Personal Agent password in the Confirm Personal Agent password field 5 Click Save to save your changes OR Click Reset if you made changes and you do not want to save them Configuring your email preferences To change the email delivery options of your voicemail messages 1 Select Preferences 5 Services 5 Unified Communications 5 Greetings 5 Email preferences 2 Modify the email delivery options of your voicemail messages NN42040 105 Personal Agent User Guide 44 3 Click Save to save your changes OR Click Reset if you made changes and you do not want to save them Controlling your automatic login To control
41. gent 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 With the Personal Agent you can direct incoming calls to ring all of these devices at the same time or in a sequence With the Personal Agent features you can e define how incoming calls are 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 Before you begin You need the following items before you use the Personal Agent e URL to access the Personal Agent e username and password provided by your system administrator NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 13 e PC that has the required minimum hardware and software See Minimum hardware and software requirements on page 13 e Internet access and a connection that meets the minimum transmission speed requirements See Minimum hardware and software requirements on page 13 Minimum hardware and software requirements Before you begin using the Personal Agent your PC must have the following hardware and software e 200 MHz Pentium class or equivalent processor e This system does not require additional RAM The minimum memory requirements of your browser must be
42. hat you are currently subscribed to perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu 2 In the navigation pane select Services The following options appear e Service package a list of services assigned to you by your service provider or system administrator e Presence NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 37 e Unified Communications e Meet Me Conferencing provides your conferencing bridge information e Call park Tip You may see other menu items depending on your Service Package See the documentation for those services Viewing your service package information You can view the service package assigned to you by your system administrator Note You cannot 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 package To view the services enabled in your service package perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Services 5 Service package View the list of services assigned to you Note The following table provides a list of Service Packages Some of the services and parameters listed may not be available to you as your system administrator may not have configured all the Service Package
43. ich you access 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 only appears if you have the Advanced service package Manage your account and personal information Create view and manage your personal address book View your global address book NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 23 Service Feature Description View your inbox and outbox list of calls The Call logs icon only appears if you have the Advanced service EF package Establish a call between you and another person KE 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 Click the Help icon on the top right of any page to view a task based help system The online help provides help pages that contain forward and backward navigation icons 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 that has a description and possible values that appears when your pointer moves over a form field or an icon NN42040 105 Personal Agen
44. ith 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 e mail address for example jdoe lab1 org but it is not an e mail address Friends Nickname first name or last name of the contact Group Name of the group that the contact is a member of For example searching for Work returns all contacts that are members of that group To search for a contact perform the following steps 1 From the SEARCH list select Personal address book 2 From the FOR list select a criteria to search for For example First name NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 53 3 Enter a search string in the text box and click Search Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n returns all contacts named John Jon and Jen Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria see Address Book Search Criteria on page 81 Viewing details about a contact To view details about a contact perform the following steps 1 Click on the Nickname link A new window appears listing details about the contact including an icon that indicates their presence status on the
45. k New Chair PIN and enter the new PIN from 4 to 10 digits reenter the PIN in the Confirm PIN box and in the Confirm Personal Agent password box enter your Personal Agent password Click Save NN42040 105 Personal Agent User Guide 46 A check box to indicate whether or not the conference will end when you disconnect from the call A check box to indicate whether or not to receive instant messages such as attendance roster and collaboration material access during the conference A check box to allow interactive participants to use audio emoticons Your system administrator provides the media source files for the audio emoticons Email address to receive conference recordings Option buttons to select audio entry exit tone indicators to announce the arrival and departure of conference participants Click Save Click Reset if you do not want to save the changes Configuring Calling Line Identification Use the Calling Line Identification feature to specify if you want your name and number displayed when you call someone This service must be enabled in your service package To change your Calling Line ID Restriction setting perform the following steps 1 3 On the Quick Start page click Preferences In the navigation pane select Preferences 5 Services 5 Calling Line ID Restriction If you want your name and number displayed when you call someone select No from the Calling Name Number Privacy list If
46. l call completion of higher precedence calls even if it preempts lower precedence calls Voicemail Receive and retrieve your voice mail and also receive notification of waiting messages For information about retrieving voice mail see Nortel AS 5300 Multimedia PC Client User Guide NN42040 107 Meet Me Audio Conferencing You can chair an audio conference by sending out a dial in number and personal identification number PIN for a conference bridge Video conferencing available in a future release NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 39 Service Package option Description Advanced Addressbook The default number of contacts is 10 Your system administrator configures the maximum number of contacts you can add to your address book Music On Hold You can provide music to callers that you put on hold Wireless Client Available in a future release Instant Messaging Send text messages to other users whether they are active on a client Colorful Ringback Tones Available in a future release Device Access Restrictions Available in a future release Multiple Login Restriction Limit the number of simultaneous logon sessions for a user Click to Call Available in a future release Ad Hoc Audio Conferencing Join or conference multiple users in an audio call Ad Hoc Video Conferencing Available in
47. l filtering conditions that are applied before the Actions in Step 3 can take place Step 3 Actions The actions performed when a call is received Actions are defined according to the services enabled in your service package Step 4 Exceptions Exceptions to the filtering conditions defined in Step 2 Step 5 Finish Name of the route and whether the route should be active and saved Navigating the Route wizard The following describes the buttons in the Route wizard e Next go to the next step e Back return to the previous page to make changes e Cancel cancel the creation or modification of the route e Finish complete a step e Save save the route Using the Personal Agent Route wizard To start the Personal Agent Route wizard perform the following 1 Click the Route button on the Personal Agent Quick Start page or on the top navigation menu NN42040 105 Personal Agent User Guide 70 The first time you use the Route Wizard the List of routes page appears It shows a Default route selected that appears dimmed 2 Click New to create a new route and launch the Route Wizard Step 1 Initiate action In Step 1 of the Route Wizard specify the main actions that initiate the processing of the route Select When a call is received or When an instant message is received Click Next to go to Step 2 Conditions on page 70 Step 2 Conditions In Step 2 of the Route Wizard sel
48. lick Copy OR Click Cancel to return to the previous screen without saving your changes OR Click Back to return to your personal address book NN42040 105 Personal Agent User Guide 56 Editing a contact Card view To edit details about a contact in Card view in your personal address book perform the following steps A O N a From Card view select the contact that you want to edit Click Edit in the Edit column Enter or revise the contact information including Friend or Group selections Click Save OR Click Copy OR Click Cancel to return to the previous screen without saving your changes OR Click Back to return to your personal address book Deleting a contact To select a contact or several contacts to delete perform the following steps In the Select column select each contact you want to delete Click Delete Click OK to confirm the deletion The contact or contacts are deleted from your personal address book These changes are automatically synchronized with the Multimedia PC Client and the IP Phones Adding a new group You can organize your contact entries into groups For example you can create a group called Work for your office contacts another called Personal for your personal contacts To add a new group perform the following steps NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 57 a Ff WO N 7 On the personal address book page click the G
49. login banner appears if configured by your system administrator You must acknowledge the terms of the pre login banner before you see the log on screen by selecting the check box and clicking Continue NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 19 When timing or logging out of the Personal Agent you see the pre login banner instead of the login screen Note You cannot access Personal Agent functionality unless you acknowledge the pre login banner The pre login banner is presented only if the system administrator configures it Note When you access the Personal Agent through the Multimedia PC Client or Provisioning Client you do not see the pre login or post login banners Logging on to the Personal Agent Warning Your system administrator can implement a lockout duration for when the AN maximum number of failed log on attempts is reached For more information contact your system administrator To log on to the Personal Agent perform the following steps 1 Enter your user name for example you yourcompany com and password in the Personal Agent Login page 2 Click Login After you log on the Personal Agent Quick Start page appears Tip On the Welcome to Personal Agent logon screen click the Remember my username check box if you would like the system to remember your username NN42040 105 Personal Agent User Guide 20 Acknowledging the post login banner
50. lunch and Be right back and any user defined connected states that identify that the user is registered but not available 0 e C Unavailable The user is registered in the network but is busy or the user is not registered on the network Unknown No Presence information is available Accessing the Personal Agent for the first time To access the Personal Agent for the first time 1 Start your Web browser 2 Enter the Personal Agent URL in your Web browser NN42040 105 Personal Agent User Guide 18 The Personal Agent URL is provided by your service provider For example http lt PA_IP gt pa Also if you enter the http address of Personal Agent the browser is redirected automatically to an https address 3 Press Enter The Personal Agent Login page appears Personal Agent log on You must log on to the Personal Agent before you can perform any of the functions available Tip Remember that your session can timeout due to inactivity Your system administrator defines the maximum number of minutes a session can be idle before you are forced to re authenticate Logging on to the Personal Agent takes three steps 1 Acknowledging the pre login banner on page 18 2 Logging on to the Personal Agent on page 19 3 Acknowledging the post login banner on page 20 Acknowledging the pre login banner When you attempt to access the Personal Agent login screen a pre
51. mplete name the route and configure the route to active Specify a unique name for the route in the text box provided Click the Make this route active check box Click Save to save the route information and activate the route Incoming calls are now processed according to your active route or routes NN42040 105 Personal Agent User Guide 80 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 81 Address Book Search Criteria Topics in this chapter include e Personal address book search criteria on page 82 e Global Address Book search criteria on page 84 Note The phone number field is case sensitive in both the personal and global address books All other fields are not case sensitive Personal Agent User Guide 82 Personal address book search criteria The following table provides a detailed description of the Personal Address Book search criteria Field Example search criteria Results Nickname nick Returns entries that end with nick and start with anything appends nick Same as nick nick Finds entries that starts with nick appends s nick Same as nick Name name Returns anything that starts with first name and starts with last name appends to both name Same as name name Returns entries that have first name or last name that contains name appends at end name Same as name firs
52. multaneously my client fjesmith any companycom YA when routing a call Iv Send instant message EE out of the office until tomorrow Cancel Select the actions for the incoming call Click OK to return to the Actions page Continue specifying ordered lists To edit the ordered list click the links in the Route details window 6 When you are finished specifying conditions click Finish to name your route and save your route details 7 Ifyou wish to specify exceptions click Next NN42040 105 Personal Agent User Guide 78 Specifying a rejection message To specify a reject message perform the following steps In the Step 3 Actions window select the Rejection option 2 Click the MESSAGE link to compose a message to display when an incoming call from an anonymous caller activates the route The Select rejection message window appears To compose a rejection message click New A dialog box opens 4 Type the text for your message in the dialog box and click OK The rejection message appears in the Select rejection message window Select the rejection message to activate it Click OK to return to the Route wizard Your reject reason appears in the Route details window To edit the message click the Rejection link in the Route details window Continue to specify conditions OR Click Next to go to the next step Specifying an e mail request To specify an email request when you receive an incoming
53. n for the selected contact In Card view the contact you designated as a Friend appears with the Friend icon next to the contact name NN42040 105 Personal Agent User Guide 58 3 To remove a contact as a Friend clear the Friend check box in the contact details page List view or Card view and click Save Tip You can also use the Multimedia PC Client or IP Phone to see whether a Friend is online Using the global address book Your global address book lists all the users in your domain Your service provider or system administrator creates and maintains this list It must be enabled by your system administrator before you can see it Your global address book has the following two viewing options for your contacts e List view a traditional table view e Card view business card view including a picture of the contact if available Accessing the global address book To access the global address book click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu Note By default the active book is always your personal address book in List view format NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 59 Searching for users in the global address book The following table describes the criteria you can use to search for users in the global address book Field Search criteria Username User name of the user assigned by your service
54. ne that indicates the online status of you and other users on your network e Automatic presence a service on the Multimedia PC Client or IP Phone that you configure to make the system automatically alert others when you are away from your PC or on the telephone Note The ability to configure automatic presence notifications on the Personal Agent depends on your service package This feature must be enabled in your service package before you can use automatic presence e Presence Indicators You can determine the status of anyone registered in the system by querying the global address book in the Personal Agent This feature is helpful when sending instant messages or after unanswered calls NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 17 The following table describes the different Presence states Presence Indicator Status Description Active available The user is active on their computer The system displays this indicator automatically Active on the phone The user is on a call The system displays this indicator automatically Connected The user is registered on the network 6 Connected inactive The user has not used their computer for a period of time The user can configure the idle timer using Preferences Services Presence Auto presence Connected lt user defined gt These are the connected default states Away Out to
55. network 2 Click the Back button to return to the contact list Calling a contact in your personal address book To call a contact in your personal address book from List view perform the following steps 1 Inthe Call column click the Call link to make a call 2 The Click to Call page appears For more information on using Click to Call see AUTHOR NOTE add link Viewing your contacts in Card view To view your personal address book contacts in Card view perform the following steps 1 Click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu NN42040 105 Personal Agent User Guide 54 2 Click the Card View tab 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 about a contact perform the following steps 1 Click on the link beside the contact s name A new window appears listing details about the contact including an icon that indicates their presence status on the network 2 Click the Back button to return to the contact list Managing your contacts in your personal address book Your personal address book helps you manage track and access information about all of your contacts Adding a contact to your personal address book Note The maximum number of contacts that you can add to your personal address book depends on your Service Package To
56. o select a contact or contacts from your personal address book Click Search In the Select column select a contact or contacts OR Click Select all to select all contacts to include in the condition 5 Click OK to accept the selected contacts OR Click Cancel to quit this window To edit the condition click the link in the Route details window Continue to specify conditions OR Click Next to go to the next step Specifying users from the global address book To specify a users from the global address book as a condition perform the following steps Click the THESE PEOPLE link 2 In the Search for field enter a search criteria to select users from the global address book Click Search Select a user or group of users from the Select column Click Select all to select all users from the global address book 5 Click OK to accept the selected users NN42040 105 Personal Agent User Guide 72 OR Click Cancel to quit this window The Step 2 Conditions window appears with the global address conditions you specified listed in the Route details window To edit the condition click the link in the Route details window Continue to specify conditions OR Click Next to go to the next step Specifying groups To specify a group as a condition perform the following steps Click the THESE GROUPS link A new windows appears Select the group or groups of people that you have organized into group
57. oftware 13 software requirements recommended 13 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 89 T technical publications 10 technical support 10 text conventions 9 U unavailable busy 73 NN42040 105 Personal Agent User Guide 90 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 Multimedia Communication Portfolio Nortel AS 5300 Personal Agent User Guide Copyright 2007 2008 Nortel Networks All rights reserved Sourced in Canada LEGAL NOTICE While the information in this document is believed to be accurate and reliable except as otherwise expressly agreed to in writing NORTEL PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OR CONDITION OF ANY KIND EITHER EXPRESS OR IMPLIED The information and or products described in this document are subject to change without notice Nortel the Nortel Logo and the Globemark are trademarks of Nortel Networks All other trademarks are the property of their respective owners Publication number NN42040 105 Product release Nortel AS 5300 Release 1 0 Document version Standard 01 02 Date June 2008 To provide feedback or report a problem in this document go to www nortel com documentfeedback
58. ormation perform the following steps 1 In the navigation pane select Preferences 5 Services 5 Presence 5 Banned Watchers Enter the SIP address of the person you want to ban Click Save The person you added to the ban list can still call you but they can no longer see your online status The name now appears in a list of banned users To delete a user from your ban list click the Delete link next to Banned User Click OK at the confirmation message The party is removed from the ban list Modifying your Auto presence service If you have the Automatic presence service enabled in your service package you can automatically let other users in your domain know whether you are away from your PC or on the phone To modify your Automatic presence options perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Services 5 Presence 5 Auto presence In the Report when on the phone select Yes or No In the Inactivity Timer in minutes box enter a time value in the range of 10 to 600 minutes Select Report when inactive 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 NN42040 105 Personal Agent User Guide 42 People who subscribed to your presence are alerted to your pr
59. our service package If you have Voice mail enabled in your service package the option for If no answer then send to voicemail appears when creating an ordered list NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 77 Note If you do not have Voice mail enabled 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 you do not have Advanced Screening in your service package then you only see the default route 2 Select the first option in the list In the Ring THESE NUMBERS first in my list click the link to specify a list of numbers that are called when the incoming call reaches a ring list In the following figure you select a number of actions for an incoming call Check this box to select the desired actions for the ordered list Menu Type fi automatically populates the phone number or address fields Use Other to enter another address This information is obtained from your contact info defined in Preferences Instant message sent when processing the ordered list Client must support Instant Message we Specify how many times to ring the A specified numbers Select information Select the task that you would like to perform jv Ring these telephone numbers Two times zl Tyne Phone or address Specify the My office z 978 288 8083 numbers that ring si
60. page or from the top navigation menu In the navigation pane select Personal 5 My Times In the My Times section click the option you want to rename For example My Office Hours Click Rename Enter a new name for the day and time range you want to rename The renamed day and time range appears in the Day Time Details section Click Save to save your changes OR Click Cancel to return to the My Times page without saving your changes Deleting a day and time range To delete a day and time range perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu In the navigation pane select Personal 5 My Times In the My Times section click the option you want to delete For example My Office Hours Click Delete Click OK to confirm that you want to delete the selected My Times option OR Click Cancel to return to the My Times page without saving your changes NN42040 105 Personal Agent User Guide 34 Modifying your Nortel IP Phone settings This section applies to the IP Client Manager IPCM connected to your IP Phone You can configure or modify your IP Phone preferences by clicking the Preferences icon on the Quick Start page or from the navigation pane The following options appear when you click on IP phone from the navigation pane Subjects Personalized presence Logout Creating a subject list for your IP Phone calls On your IP Phon
61. 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 returns users with the first name Smith and contacts with the last name Smith Both first and last name For example the string John Smith returns users with the first name John and the last name Smith The search string Smith John also returns 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 To display users from the global address book perform the following steps Select Global address book from the SEARCH list Select a search field from the FOR list Enter a search string in the text box For a complete list of the search criteria you can specify to search for a contact see Global Address Book search criteria on page 84 Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n returns all contacts named John Jon and Jen Use quotation marks before and after a search string to specify an exact match 4 Click Search A new window appears NN42040 105 Personal Agent User Guide 60 5 Click Return to my address book to return to your personal address book Working with the global address book List view
62. rns entries containing firstname appends firstname 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 NN42040 105 Personal Agent User Guide 86 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 87 Index A acronyms 10 Ad Hoc Audio Conferencing 39 advanced screening parameter 31 C card view personal address book 51 viewing contacts 53 Click to Call icon 23 contact search criteria personal address book 52 searching personal address book 52 D Directory icon 22 E Editing a contact 55 F Friends adding a contact 57 deleting a contact 58 G global address book accessing 58 addicon 62 adding auser 62 card view 61 displaying users 59 initiating acall touser 60 search criteria 59 sorting 60 table of search criteria 84 viewing user details 60 H hardware requirements minimum 13 recommended 13 help Helpicon 23 rollover help 23 using 23 IP Phone 34 preferences changing subject list order 35 creating a subject list 34 specifying reasons 29 L list view personal address book 51 My Times copying a day and time range 32 deleting a day and time range 33 Personal Agent User Guide 88 modifying 32 removing day time r
63. roups button The groups page appears In the Enter new group name box type the name of the new group Click Add Repeat Step 2 and Step 3 to add more groups To rename a group select the group in the Groups window and click Rename To delete a group select the group in the Groups window and click Delete Click Back to return to your personal address book Designating a contact as a Friend Note To designate a contact as a Friend in your personal address book Presence must be enabled in your service package Your service package determines the maximum number of contacts that you can designate as Friends By designating a contact as a Friend you can view their activity by clicking the Friends Online button in the Multimedia Web Client For more information see Nortel AS 5300 Multimedia PC Client User Guide NN42040 107 You can use the Personal Agent to create view and update your Friends contacts Your Friends are contacts that you work with or correspond with regularly When you designate contacts as Friends you can view their online status To designate a contact as a Friend perform the following steps 1 Select the Friend check box in the contact details page when you enter contact information in your personal address book Card view or List view 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 colum
64. s eee ee 69 Navigating he RONIE WIZE cae a0 ABAKA RANI DAANAN AGT adware EREDE 69 Using the Personal Agent Route wizard 0 000 cece eee eee 69 Step 1 Initiate action lt ine ahd Lhe AA 70 Step 2 LONG dk 5a BANG heeds Redes KEERAS REST OEE AERES EKER RARE KE 70 Specifying contacts from your personal address book 71 Specifying users from the global address book 71 SPSCHYING PP AA AA ER ES 72 Specifying telephone numbers 00 c cece eens 72 Specifying a condition for an anonymous incoming call 73 Specifying a condition for Unavailable Busy 0a Yo Specifying day and time ranges 2 74 Bie oO PONS KGAD BABA KAN AGAR DENGAN DAANAN KA eee TAKA NA KANA YS Specifying ordered AY 76 Specifying an ordered list eens 76 Specifying a rejection message ee eas 78 Specifying an e mail request cena 78 a BA a PN 78 aji Ad PA AA 79 Address Book Search Criteria eee eee eee 81 Personal address book search criteria 00 000 tees 82 Global Address Book search criteria tenes 84 GCS AA AA eG meas soeu ge seca 87 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 New in this release Other changes Revision history This section describes what s new in the Nortel AS 5300 Personal Agent User Guide NN42040 105 for Nortel Application Server
65. s perform the following steps NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 45 1 Select Preferences 5 Services 5 Unified Communications 5 Greetings 5 Message Storage 2 Click Save to save your changes OR Click Reset if you made changes and you do not want to save them Viewing and modifying your Meet Me conferencing details The Meet Me audio conferencing service enables you to have a personal conference bridge available 24 hours a day Personal Identification Numbers PIN control access to bridge resources When participants dial into the bridge they receive a greeting and a request to enter an Access Code The Access Code uniquely identifies your 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 perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu 1 In the navigation pane select Services gt Meet Me Conferencing The Meet Me page appears 2 View the specific details of your conference information Dial In Number Access Code Collaboration URL static Remember to contact your service provider or system administrator to request any changes to the conference phone numbers conference access code or static conference URL PIN To change the Chairperson PIN click PIN In the Meet Me Change PIN window clic
66. s such as Family or Friends as defined in your personal address book Click Select all to select all groups Click OK to accept the selected groups OR Click Cancel to quit this window To edit the condition click the link in the Route details window 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 perform the following steps Click the THESE TELEPHONE NUMBER S link A new window appears 2 Enter a phone number or a list of phone numbers or a SIP address NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 73 Add one number or SIP address on each line Click OK to accept the selected phone numbers or SIP addresses Click Cancel to quit this window To edit the condition click the link in the Route details window Continue to specify conditions OR Click Next to go to the next step Specifying a condition for an anonymous incoming call You can configure conditions to handle incoming calls from an anonymous caller perform the following steps reject the incoming call without specifying a reason reject the call and specify a reason for the rejection send the call to voice mail if enabled in your service package send the call to a particular phone number For more information about configuring the actions for an incoming anonymous c
67. s Enter Click Ok Personal Agent User Guide 10 italic text Indicates new terms and document titles for reference Acronyms This guide uses the following acronyms IP Internet Protocol PA Personal Agent PNG portable network graphic URL Uniform resource locator Internet address Related publications Other publications related to the Personal Agent include e Nortel AS 5300 Multimedia PC Client User Guide NN42040 107 How to get help For service issues contact your local support or Information Services team NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 11 Using your Personal Agent This chapter describes how to use your Personal Agent Topics in this section include e Understanding your Personal Agent on page 11 e Personal Agent services and features on page 12 e Before you begin on page 12 e Accessing the Personal Agent for the first time on page 17 e Personal Agent log on on page 18 e Navigating the Personal Agent interface on page 21 e Exiting the Personal Agent on page 23 e Using the online Help on page 23 Understanding your Personal Agent You use the Personal Agent to effectively manage your service and communication preferences on your system The Personal Agent ensures that your calls are delivered where and when you want as shown in the following picture Personal Agent User Guide 12 Personal A
68. sers on your network With the Personal Agent you can search for a user name user ID first name last name or phone number You initiate a call by clicking an entry in your global address book Your service provider or system administrator maintains this list This is an optional feature and can be turned off by your system administrator Personal address book You can use your personal address book to manage addresses You can save your addresses for quick 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 Personal Agent the change automatically appears on your other network access devices for example your Multimedia PC Client and your IP Phone Friends In your personal address book you can designate entries as Friends When you mark an address book entry as a Friend you can see the online presence status for that entry in the Multimedia PC Client or IP Phone NN42040 105 Personal Agent User Guide 16 Note The ability to designate entries as Friends is a feature of the Presence service and depends on your service package The ability to designate entries as Friends is available only when the Presence service is included in your service package Presence The following terms describe the presence feature e Presence a service on the Multimedia PC Client or IP Pho
69. t User Guide 24 NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 25 Customizing your Personal Agent This chapter includes the following sections e Configuring your personal preferences on page 25 e Modifying your Nortel IP Phone settings on page 34 e Viewing and modifying your available services on page 36 Configuring your personal preferences To configure or modify your preferences perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu 2 From the navigation pane select Personal The following options appear Contact info Password Picture Reasons My Times Tip The information you enter in the Contact info and My Times pages is used when you configure routes for your incoming calls For more information on configuring routes see Using your Personal Agent Routes Wizard on page 67 Personal Agent User Guide 26 Tip Click the plus and minus symbols to expand or collapse a menu item on the Preferences page Modifying your contact information To modify your contact information perform the following steps 1 Click the Preferences icon on the Quick Start page or from the top navigation menu The Preferences page appears 2 In the navigation pane select Personal gt Contact Info From the Contact Info page you can view your first name last name and alias
70. the List of Routes window Click Move up or Move down to change the order of how your incoming calls are treated Understanding the Personal Agent Route wizard You use the Personal Agent Route wizard to create routes The wizard presents 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 to handle your incoming calls and instant messages e specify how specific calls should be presented to you and on what devices in a simultaneous or sequential fashion e specify personalized time blocks to further define your routes so that you are always reachable e send an instant message when processing a ring list Note Your routes are bypassed when you place an emergency services call Calls returned by emergency services personnel bypass your route list and ring at the location where the call originated NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 69 Understanding the Route wizard steps The following table describes the steps to follow when you create a route using the Personal Agent Route wizard Step Specifies Step 1 Initiate Main action or actions that initiates the processing of the action route There are two options to select from When a call is received or When an Instant Message is received Select the desired option by selecting the appropriate check box Step 2 Conditions Cal
71. tname 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 Same as lastname firstname lastname firstname Same as lastname firstname lastname firstname Returns entries starting with last name and containing first name in the first name appends to the firstname lastname firstname Same as lastname firstname NN42040 105 Nortel AS 5300 Release 1 0 Standard 01 02 June 2008 83 Field Example search criteria Results astname firstname Returns entries containing last name and starting with first name 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 Same as firstname
72. 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 An ordered list enables your incoming calls to follow you if you are not at your desk or primary device location Using ordered lists you can specify the sequence of phone numbers to ring first second and so on You can 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 lists and phone numbers in each list Tip Your service package restricts the maximum number of ordered Y Your calls route differently based on the identity of the caller Based on your ordered lists incoming calls can be forwarded or routed to any number of devices or clients You can send 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 perform the following steps 1 Inthe Step 3 Actions window select Ring my devices in the following ordered list Note Your service package controls the options available in this window Note The number of ordered lists grows depending on the Advanced Screening service parameters in y

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