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Personal Agent User Guide

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1. 00 eee eee 85 Working with the global address book Card view 0000000 eee 85 Adding global address users to your personal address book 87 Working with call log6 sso gcse n cos bese sctr des bse sees Ger enades 91 View CONICS ccc ccdee chee ee PK OEE TERRES RRC SRE COREE ETERS OEE RES 91 Calling contacts fromthe Gall lO c lt sistaeeesetad ere davgdeieereaeeearaseas 92 Saving contacts from the call log information 000 cee eee eee 94 Clearing call log trformation 2220 c ees ai dewe dates koko ae ewe Pee en 94 Using Click to call to make callS 0 0 cece eee eee 97 Usmo the Cok to Call ON ci6cainaeces oeseeusetehe Geese eben sein a 98 Using Click to call from your personal address book 0000 cee eee 102 Using Click to call from the global address book 0 0000 eee eee eee 105 Personal Agent User Guide Preliminary Nortel Networks Confidential vi Contents Using the Personal Agent Route Wizard 000e seen eee eee 107 WIS TOON 3 5 5 head comes Caede eden bashed E SER owes b Race 108 What is the Personal Agent Route wizard 0 cee eee ee 108 Understanding the Route wizard steps 0 cee eee ee 109 Navigating the Route wizard 6 ccssekee re eer inte tender ceeet uw este nea en 109 Using the Personal Agent Route wizard 5 226 ssc2edeeews eee Soden dea taris 110 Step 7 Mitiating ACION 2scsc2cecce ses seaen seers aches E
2. SEARCH Global address book For select afield C E P P i Click to Call New Delete Groups This feature connects both parties at the selected List view Card view devices Select Not r Babar Susan panay HE available Ring me at m fe Burns Chris Burns Chris Customers Call O Cook Pat Cook Pat Colleagues Call My client jill any company com Not O Doe John Doe John AEE all O fe Gonzalez Don Gonzalez Don Family all Make Call To Henderson Peter Henderson Peter Not all Not cient sIferriseany company com ris any company com O Jones Cind Jones Cindy Not all CEI pany available Not O Lane Joe Lane Joe available all m a Lee Kevin Lee Kevin Colleaques Call 2 For information on how to use Click to call see Chapter 5 Using Click to call to make calls on page 97 Working with the global address book Card view To access the global address book if enabled in Card view 1 Select Global address book from the drop down list next to the SEARCH field Personal Agent User Guide Preliminary Nortel Networks Confidential 86 Chapter 3 Creating and maintaining your directories 2 Selecta field to search on as described in the following table Field Search criteria Username Username of the user provisioned by your service provider or system administrator for example eburns Name e First name
3. 2 Set the maximum length in seconds for an incoming voicemail message 3 Click Save to save your changes Viewing and modifying your Meet Me conferencing details The Meet Me audio conferencing service allows you to have a personal conference bridge available 24 hours a day Use of the bridge is strictly enforced through a PIN access Participants dialing into the bridge are greeted and prompted to enter in an Access Code that uniquely identifies a personal bridge Only you as the chairperson the person who owns the bridge can open the bridge and allow all participants to join To view the details of your bridge Personal Agent User Guide Preliminary Nortel Networks Confidential 52 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Meet Me submenu option The Meet Me page appears jill any company com EJ Jill Brown G Preferences Personal Meet Me 200x a Services Phone number s used to Service package access the conference meetme_english 56200 9726856200 H Presence a tininediGommunicacone 4456200 64456200 619726856200 Meet Me 99726856200 9199970373 619199970373 Call park 3935124 63935124 6137635124 616137635124 35124 99970373 63573073 9970373 3570373 9206137635124 70373 6856200 92035124 9203935124 9207635124 Access code used to join the conference 2488083 Address used to join the web collabo
4. Personal Agent User Guide Preliminary Nortel Networks Confidential 126 Chapter 6 Using the Personal Agent Route Wizard 2 Enter a check mark in the first option box in the list Click the THESE NUMBERS link to specify a list of numbers that will be rung when the incoming call reaches a ringlist A window appears that allows you to select any or all of the following actions for the incoming call Checkbox to selectthe a eller Drop down menu to desired actions for the BEG Cnc specify how many Jvvuvvvvvvvvvvvvvvv ordered list times to ring the Select information specified numbers l The specified Select the task that you would like to perform numbers will ring at a the same time Drop down menu her T Ring these telephone numbers Two times l Type auto populates my offi i voua Type Phone or address addres folds Uss A DE E AA address fields Use My stare numbers that will ring my client l another address This information other I J simultaneously comes from your contact info cdcanaicccee mene when routing a call defined in Preferences to this ordered list eee out of the office until tomorrow n your Instant message if enabled VEE service package sent when URL processing the ordered list Client oK er must support Instant Message Other to enter at the same time Web page pushed if web push is en abled in your service packa
5. NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 9 3 Press Enter A Security Alert box appears Security Alert f x B Information you exchange with this site cannot be viewed or changed by others However there is a problem with the site s security certificate A The security certificate was issued by a company you have not chosen to trust View the certificate to determine whether you want to trust the certifying authority The security certificate date is valid A The name on the security certificate is invalid or does not match the name of the site Do you want to proceed Welcome to 8Foas Personal Agent Username Password Personal Agent User Guide Preliminary Nortel Networks Confidential 10 Chapter 1 Getting started with the Personal Agent Logging in to the Personal Agent Before performing any of the functions available in the Personal Agent you must first log in Note Keep in mind that you can time out due to inactivity gt Additionally you can be prevented from logging in to the Personal Agent if the login credentials that you provide are incorrect The Personal Agent will temporarily lock your user account each time incorrect credentials are provided for a period of three seconds after each failed login attempt To log in to the Personal Agent 1 Enter your user name domain name for example you
6. Tip The reasons appear on your Nortel IP Phones 2002 and 2004 in the same order they appear in the Current Reasons window NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 33 Changing the order of the list of reasons To reorder the list of reasons displayed on an Nortel IP Phones 2002 and 2004 1 Click on a reason in the Current Reasons window 2 Click Up or Down to reorder the reason for display on the Nortel IP Phones 2002 and 2004 Tip The reasons appear on your Nortel IP Phones 2002 and 2004 in the same order they appear in the Current Reasons window a To remove a reject reason from the list highlight the entry in the Current Reasons list b Click Remove to remove the selected reason or click Remove All to remove all reasons 3 To save your changes click Save Personal Agent User Guide Preliminary Nortel Networks Confidential 34 Chapter 2 Managing your preferences Personalizing your presence To customize a presence status note for display on the Nortel IP Phones 2002 and 2004 1 Click the Preferences gt 200x gt Presence gt Personalized presence submenu The Personalized presence page appears gt gt gt gt gt gt gt fa jill any company com x E3 Jill Brown Quick Star Rout i lis ct Web Client Preferences E Personal Personalized presence Ei 200x i pem Subjects New note i Reasons Logout H
7. 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 NN10039 113 Preliminary Nortel Networks Confidential Understanding Address Book Search Criteria 137 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 Returns entries containing firstname appends firstname Sa
8. service package To view the services enabled in your service package 1 Click the Preferences gt Services gt Service package submenu item The Service Package page appears displaying the name of the service package and the services packages assigned to you The lists of features available will vary with each user based on the Service Package available to them Personal Agent User Guide Preliminary Nortel Networks Confidential 38 Chapter 2 Managing your preferences NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 39 2 View the list of services assigned to you Note The following table lists all the services available However your subscriber or system administrator may not have all Service Package options Therefore you may not be assigned some of the services or parameters listed If this Service Package Then you have the ability to option is enabled Voice mail receive and retrieve your voicemail and also receive notification of waiting messages For information on retrieving voice mail refer to the MCS Client User Guide Meet me conferencing chair an audio video or web collaboration conference by sending out a dial in number and Personal Identification Number PIN for a conference bridge Ad hoc conferencing join or conference multiple users together in a call Presence e view the online status of other users and a
9. Personal Agent User Guide Preliminary Nortel Networks Confidential 128 Chapter 6 Using the Personal Agent Route Wizard 3 Click New to compose a rejection message The Explorer User Prompt window appears Explorer User Prompt x Enter a name for the reason Enter the text for your message in the dialog box and Click OK The rejection message now appears in the Select rejection message window Select rejection message Select a rejection message below or enter your own New On vacation Modify Delete Click on the circle beside the rejection message to make it active 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 NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 129 E perten MESSAGE PSTN callers receive busy tone C Request an email PSTN callers receive busy tone When a call is received during THESE TIME BLOCK GROUPS reject it with the message on vacation _____ A A john any company com we 4 John Doe Quick Start Routes Preferences Directory Call logs Web Client C Ring my devices in the following ordered lists JT Ring THESE NUMBERS first in my list sl Personal Agent User Guide Preliminary No
10. Call park Setting your greeting message To select which recorded greeting is played when a user leaves you a message Personal Agent User Guide Preliminary Nortel Networks Confidential 46 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt Set Active Greetings submenu option The Unified Communications Greetings page appears u1019 ds4sanity1 com u1019 no_adv_scr il alee Unified Communications 200x E Services Greetings Service package _ Pate Set active greeting H Unified Communications Overview El Greetings A When a call is received play my System z greeting Set active greeting Greeting settings PIN Email preferences Auto identification Message storage Meet Me Call park 2 Select from the drop down list which recorded greeting is played when a user leaves you a message e System e Temporary e Personal e Custom up to 3 custom greetings 3 When complete click Save to save your changes If you make changes and decide not to save them click Reset When you do the page is refreshed to the original information Modifying your current greeting settings To modify your greeting settings NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 47 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt Greeting s
11. Click Call At this point your device rings Click Answer This initiates a second call to the contact in the global address book Once your contact answers your call you can successfully start the conversation NN10039 113 Preliminary Nortel Networks Confidential 107 Chapter 6 Using the Personal Agent Route Wizard The Personal Agent Route Wizard solves the problem of having different contact numbers for different communication devices office phone home phone mobile Call screening allows the user to build a route or routes using the Route Wizard for all or specified incoming calls Call screening also gives the option to block any anonymous callers Note The ability to use the Personal Agent Route Wizard to set up routes for your incoming calls is dependent upon your service package If Advanced screening is not enabled in your service package then you cannot use the Personal Agent routing capabilities If you do not have routing capability a default route is defined for you that rings your phone and if you are subscribed to the voicemail service the call is sent to voicemail Note The Assisted user uses the Route wizard in the Personal Agent to route incoming calls to the designated assistant groups For more information refer to the MCS Feature Description Guide Topics in this section include e What is routing on page 108 e What is the Personal Agent Route wizard on page 1
12. Soning your Contadis sesiisisridriripret t nt Ee Era rene ar Aaaa 60 Seatching for a Gomat easi ad Rome aide ik ne EERE he E E ee he Soe 61 Viewing details about a contact 0 00 00 eee ee 63 Initiating a call to a personal address book contact 64 VIEWING your COMACIE c4 secc0aigee tices eeahadindakebeeNes caennas 65 Viewing your contacts in Card view 0 0 ccc cee eens 65 Viewing details about a contact aaan naaa 67 Managing your contacts in your personal address book 005 68 Adding a contact to your personal address book 2 20 0000 ee eee 69 BON ACOA aa Ot RSS a ad de Sed eh gah a Sd 70 Editing a contact St VIEW vccccceec saw eseneee dae beeebedaedoemeaee 70 Editing a contact Card VIEW on ccc hee ce seek bb ewe eee ces eee ae 71 Deena cometi so ciaceec ede pes een eGe poeeeeaseniendatsine eens 73 Addmganow OUD 4 665 464 KURA RDANY COSE 1844 RHEE RES E CORR oa 73 Designating a contact as a Friend 0 0 0 eee eee 74 Using the global address book 0 00 0c ee eee T7 Accessing the global address book nnaa nananana 78 Working with the global address book List view 0000 ee aee 81 SONG USOS 2 nga cae es Pees Shea e a GRERU TSR eS SRLS EGE EERE 81 wearing Oh USE 2 tee ieee eee ied weed heehee hein a 82 Viewing details about a user 22 cscces keen tae Ka ceed Re RE Re RR RO 84 Initiating a call to a global address book user
13. converged desktop service package option 39 D device access service package option 40 Directory icon 14 E Editing a contact 70 F Friends adding a contact 74 MCS Client User Guide Preliminary Nortel Networks Confidential 140 Index definition 5 deleting a contact 77 G global address book accessing 78 addicon 88 adding auser 87 card view 85 definition 5 displaying users 78 initiating a call to user 85 search criteria 79 searching 82 sorting 81 table of search criteria 136 viewing user details 84 Group icon 73 H hardware requirements minimum 3 recommended 3 help Helpicon 15 rollover help 16 using 15 hot line service package option 40 IM Chatroom 40 IP Phones 2002 and 2004 preferences 29 200x option 35 changing subject list order 30 creating a subject list 29 personalized presence status 34 reordering reasons 33 specifying reasons 31 L list view personal address book 59 List View tab personal address book 60 Meet me audio conferencing 51 Access Code 52 changing chairperson PIN 53 Dial In Number 52 service package option 39 viewing bridge details 51 Music On Hold 40 My Times adding new day and time range 23 copying a day and time range 28 day time combinations 24 day time details window 26 deleting a day and time range 28 modifying 27 removing day time ranges 26 renaming a day and time range 28 N Net6 Support 40 Network Call Logs 40 P password
14. Sunday All times are in timezone Central Standard Time Enter a Name for this ReDarcimeomcsthosss Day Time Range My part time office hours Save Cancel Tip To remove all Day Time ranges for a selected day check the day in p the Select Days column and click Clear Day To remove all Day Time ranges for all days click Clear All 6 Enter a name for the Day Time range in the text box provided NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 27 7 Click Save to save your new Day Time range and combinations or Cancel to return to the My Times page without creating a new range The new range appears in the My Times window jill any company com Jill Brown fi ee ach My Times Contact info Password Select a pre defined day time range or create your own Picture My Times 200 ada H Services C My Office Hours Modify C Nights and Weekends my part time office hours R My Times Day Time Details All times are in timezone Central Standard Time Modifying a day and time range To modify an existing day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears with Day Times options in the My Times window 2 Click an option in the My Times window for example My Office Hours A graphic display for the day and time range appears in the
15. a Voice Conversation 15 x Stop Calling Call meses Send File Share Jill Brown Eem A o a em Microphone amp x HangUp Hold Mute Start Park Call EE J Camera Speakers i BR Audio New Call Conference Transfer Quality Once your contact answers your call you can successfully start the conversation Personal Agent User Guide Preliminary Nortel Networks Confidential 102 Chapter 5 Using Click to call to make calls Using Click to call from your personal address book To initiate a call from your personal address book 1 Locate the contact in your personal address book ohnTany company com John Doe Pel Nicko ame Last nane NN10039 113 Preliminary Nortel Networks Confidential Chapter 5 Using Click to call to make calls 103 2 Click the Call link in the Call column List view or the phone number or SIP address link Card view for the contact in your personal address book The Click to Call window appears Click to Call This feature connects both parties at the selected devices Ring me at My client J john any company com Make Call To Client z jill any company com Call 3 Complete the following actions for Ring me at a b Device select a device from the drop down list that you wish to initiate the call from Phone or Address enter a new number or registered SIP address if you do not want to
16. changing 19 personal address book 58 adding a contact 69 adding a Friend 74 adding a group 73 definition 5 deleting a contact 73 editing a contact Card view 71 editing a contact List view 70 groupicon 59 initiating a call 64 NN10041 113 Preliminary Nortel Networks Confidential Index 141 list view 60 new contact icon 59 searching for a contact 61 sorting contacts 60 storing addresses 4 table of search criteria 134 viewing contact details 63 Personal Agent accessing 8 before you begin 2 description 1 exiting 15 interface understanding 13 logging in 10 route wizard 107 services and features 2 picture caller ID adding 21 deleting 22 previewing 22 resetting 22 shadow figure 21 size limits 22 updating 21 viewing 21 preferences Meet Me option 37 presence option 36 service package 36 service package option 36 Preferences icon 14 preferences setting up 17 presence definition 6 presence indicator active available 6 active on the phone 6 connected 6 connected inactive 6 unavailable 7 unknown 7 presence service package option 39 publications hard copy viii Q QoS service package option 39 Quick Starticon 14 Quick Start landing page navigating 14 R related publications viii route wizard actions 123 email request 130 ordered lists 124 rejection message 127 activating the route 132 definition 109 exceptions 130 from groups in the global address book 131 from people in
17. if enabled NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 15 This service Enables you to feature view your inbox and outbox list of calls Click to call a contact in the list or save it to your personal address book The Call logs icon does not appear without the Advanced service EJ package establish a call between you and another person make calls and use other multimedia services Note The Multimedia Web Client is an optional client that you can use for making calls Refer to the MCS Client User Guide for additional requirements Exiting the Personal Agent x To exit the Personal Agent click the Logout icon on the top right of any page you are currently working on Using the online help There are several ways that you can access Personal Agent help e online help from any page click the Help icon on the top right of any page to view a task based help system The online help provides Personal Agent User Guide Preliminary Nortel Networks Confidential 16 Chapter 1 Getting started with the Personal Agent help pages containing 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 with a description
18. yourcompany com and password in the Personal Agent Login page Tip Your initial password is provided to you by your system administrator 2 Click Login The Password page appears prompting you to change your initial password a CS By eS 3 Q sugary com ae G Preferences Personal Password E iz00x H 8 Services Your password has expired Please change your initial password Password should be 8 20 characters in length Password should pod at least 1 digit 0 9 and at least 1 special character A Z a z amp 0 0 9 2 New password Confirm new password Old password mm a EL Done Internet M NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 11 Note If your system administrator changed your initial password then you are not prompted to change your password Instead you are directly taken to the Quick Start landing page as shown in Step 5 3 Complete the required fields Field Description New Password Your new password Note Consult your system administrator for password criteria Confirm Confirmation of your new password Password Old Password Your old password that you entered when you registered with the Personal Agent Note When you log in always use your user ID and root domain name Never use your sub domain if known
19. Agent 7 Presence Indicator Status Description Connected These are the connected default states Away Out QO lt user defined gt to lunch and Be right back and any user defined connected states which identify that the user is registered but not readily available 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 Defining routes With this service you can define a route list in the Personal Agent For more information refer to Using the Personal Agent Route wizard on page 110 If you want to set up rules for rejecting calls from specific users refer to Specifying a rejection message on page 127 Personal Agent Carrier Intelligent Network service If you are a PSTN user you can get the Personal Agent Carrier Intelligent Network PA Carrier IN service a service that allows a PSTN user to access the multimedia services through the Personal Agent You receive a Multimedia Communication Server MCS user ID which is linked to your directory number DN Your system administrator provisions the PA Carrier IN service enabling you to have a Personal Agent driven Converged desktop With Converged desktop you are able to use your PSTN phone for making and receiving voice calls from other MCS users and use your Personal Agent for accessing multimedia services such as beginning an instant m
20. Day Time Details window 3 Click Modify Enter your changes to the days and time ranges on the My Times page Click Add Time Your changes appear in the Day Time Details window 4 Click Save to save your Day Time changes or Cancel to return to the My Times page Personal Agent User Guide Preliminary Nortel Networks Confidential 28 Chapter 2 Managing your preferences Copying a day and time range To copy a Day Time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select the option you want to copy in the My Times window Click Copy The My Times copy page appears Enter a name for the new Day Time Range Click Save to save your changes or Cancel to return to the My Times page The My Times page appears with the new Day Time range in the Day Time Details window Renaming a day and time range To rename a day and time range 1 a A OW N Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select an option in the My Times window Click Rename The My Times rename window appears Enter a new name for the Day Time range Click Save or Cancel to return to the My Times page Deleting a day and time range To delete a day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears Select an option from the My Times window Click Delete At the confirmation box Click OK
21. Famil Call m Henderson Peter Henderson Peter Not Call ce aa available 7 a Not Jones Cindy i gal O Jones Cind Jones Cindy Atah Call Not O Lane Joe Lane Joe available Call a Paras Das PAP ae Call ind The Click to Call page appears See Chapter 5 Using Click to call to make calls on page 97 for complete information on using Click to call NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 65 Click to Call This feature connects both parties at the selected devices Ring me at My client z jill any company com Make Call To client z chris any company com Viewing your contacts To expand the list of contacts to display all the contacts in your personal address book click View All Viewing your contacts in Card view To view your personal address book contacts in Card view 1 Click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu Personal Agent User Guide Preliminary Nortel Networks Confidential 66 Chapter 3 Creating and maintaining your directories 2 Select the Card View tab Your personal address book appears in a Card view Scroll up and down to view all the contacts in the Card view ah g e 8 amp O jill any company com gt 4 Jill Brown a vuvuvvuvvvvve m SEARCH Personal address book z e a au FOR Select an address book Search
22. List view Card view a Chris Burns Burns Chris lo SIP address chris any company com New Delete Groups r im 2 Group Customers Pat Cook Cook Pat SIP address pat any company com m ja Ea John Doe Doe John SIP address john any company com im jo Tip A shadow figure in the Picture column means that there is no p picture ID available for the contact NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 67 Viewing details about a contact To view details or to initiate a call to a contact click the following links in the Details column e Name click to edit contact details The contact details page appears and includes details such as the presence status of the contact on the network Click Edit to edit contact details or Back to return to the list of contacts in Card view J 5 5 5 fa cindy any company com EJ Cindy Jones Unavailable Offline Chris Burns chris SIP address chris any company com Email address chris any company com Business phone 222 765 4321 Home phone 222 123 1234 Mobile 222 111 444 Fax 222 345 6565 Pager 222 677 1212 Group Customers Presence status indicator Personal Agent User Guide Preliminary Nortel Networks Confidential 68 Chapter 3 Creating and maintaining your directories SIP address Busine
23. My Times fm 200x Services My New Picture JD Desktop_D Browse Pictures greater than 160 x 120 pixels will get resized The picture cannot be larger than 24KB Use only PNG or JPG files eave Reset Tip Pictures greater than 160 x 120 pixels will be resized The picture cannot be larger than 24 KB Use only PNG or JPG files However your system administrator may provision a different picture size for you to load on the Personal Agent 4 To reset your picture from the preview picture to your current picture click Reset 5 Click Save to save the picture as your picture caller ID The picture file you specify is sent to your service provider s user database and appears on the Multimedia Web Client 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 has been added to the address book of the person being called NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 23 Setting up My Times date and time ranges If the Advanced screening parameter is enabled in your service package you can use the My Times page to create modify copy rename or delete day and time ranges to use when setting up conditions to screen and route your incoming calls Adding a new day and time range To
24. Not oO Lane Joe Lane Joe aenilable Call mi i Lee Kevin Lee Kevin Colleaques Cal zi 2 To display users from the global address book NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 79 a Select Global address book from the drop down list next to the SEARCH field b Select a field to search FOR from the drop down list ahs amp BGO SEARCH Global address book z FOR Select a field z Select a field Username Name List vies Select am Last name Phone number jill any company com gt 4 Jill Brown ae Ca O Babar Susan Babar Susan no Call available Cr e Burns Chris Burns Chris Customers Call m od Cook Pat Cook Pat Colleagues Cal Not im Doe John Doe John available 2 r Gonzalez Don Gonzalez Don Family Call m Henderson Peter Henderson Peter Not Cal E available _ i i Not Jones Cindy A Gall T Jones Cind Jones Cindy Silabi Call Not r Lane Joe Lane Joe available Cal m fez Lee Kevin Lee Kevin Colleaques Cal z c Enter a search string in the text box as described in the following table Note If the search string you enter is too broad you may receive the following message User search will return too many entries Please refine your search criteria In this case modify the criteria in the text box to narrow down your sear
25. The Personal Agent allows you to view a list of incoming and outgoing calls made by any device that you are logged in to Topics in this section include e Viewing call logs on page 91 e Calling contacts from the call log on page 92 e Saving contacts from the call log information on page 94 e Clearing call log information on page 94 Viewing call logs To view your list of incoming and outgoing calls 1 Click the Call logs icon in the top navigation bar The Call Logs page appears showing the call log information of your inbox by default cindy any company com Cindy Jones Add to directory Inbox Outbox gt Cal O TJ james liu 11 09 04 3 29PM 0 00 00 james any comp Call O g james liu 11 01 04 4 48 PM 0 00 00 james any comp Call Oo bad james liu 11 01 04 4 44 PM 0 00 00 james any comp Call O bof james liu 11 01 04 4 20 PM 0 00 00 james any comp Call oO A af james liu 10 11 04 4 22 PM 0 00 00 james any comp Call O w james liu 10 11 04 3 38 PM 0 08 25 james any comp Call a Personal Agent User Guide Preliminary Nortel Networks Confidential 92 Chapter 4 Working with call logs Your inbox shows information 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 This icon Indicates that the
26. add a new day and time range 1 Click the Preferences gt Personal gt My Times submenu item The My Times page appears The first time you use the Personal Agent you will see the following default day and time options to choose from in the My Times window e My Office Hours e Nights and Weekends 2 Select a default option for example My Office Hours A graphic display for the default time range of 8 00 AM to 5 00 PM Monday Friday appears in the Day Time Details window gt 2 gt gt gt fa D jill any company com E3 Jill Brown i _ __ p eentene My Times Contact info Password Select a pre defined day time range or create your own Picture My Times My Times 200x Services my Office Hours 2 Modify Nights and Weekends Day Time Details All times are in timezone Central Standard Time kal Personal Agent User Guide Preliminary Nortel Networks Confidential 24 Chapter 2 Managing your preferences 3 Click Add A new My times page appears without any Day Time combinations selected that allows you to add your desired days and times and create a new Day Time range wo b 66 Oe Preferences Ge Personal My Times jill any company com Jill Brown x SURO nO OO OO OM OO OO OM OO OO OS Contact info r Password Please specify a day and time combination to add to this Day Time Range You may add 5 P
27. and possible values that appear when your mouse pointer moves over a form field or an icon Starting the Multimedia Web Client To start the Multimedia Web Client from the Personal Agent click the Multimedia Web Client icon on the Quick Start landing page or from the top navigation menu __ 01x File Edit View Favorites Tools Help e Personal agent Microsoft Internet Explorer provided by Nortel Networks jill any company com Jill Brown Routes Preferences D Define call screening and routing behavior Directory Access personal and global address books Click to call Establish a call between you and another person Help Read on line documentation Modify personal information and services Call logs Access incoming and outgoing call logs Multimedia web client Launch multimedia web client NN10039 113 Preliminary Nortel Networks Confidential 17 Chapter 2 Managing your preferences Topics in this section include e Setting up your personal preferences on page 17 e Modifying your Nortel IP Phones 2002 and 2004 on page 29 e Viewing and modifying your available services on page 36 Tip Click the and symbols to expand or collapse a menu item on the Preferences page Setting up your personal preferences To set up or modify your personal preferences click the Preferences icon on the Quick Start page or from the top navigatio
28. call was answered the call was not answered F 2 Click on the Outbox tab to view the names of people you called the time and duration of the calls and their SIP addresses Note Network based call logs capture all missed calls irrespective of a caller leaving a voice mail or disconnecting without leaving a voice mail Calling contacts from the call log To call a contact from the call logs in your inbox or outbox 1 Click the Call logs icon in the top navigation bar 2 Select the Inbox or Outbox tab NN10039 113 Preliminary Nortel Networks Confidential Chapter 4 Working with call logs 93 3 Click Call link beside the contact name The Click to Call window appears no Se eeyeues Click to Call This feature connects both parties at the selected devices 4 a b 5 a a 6 Ring me at My client z john any company com Make Call To Client jill any company com Call Complete the following actions for Ring me at Device select a device from the drop down list that you wish to initiate the call from Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for calling the personal address book contact Complete the following actions for Make Call To Device select a device from the drop down list that you wish to initiate the call to Phone or Address enter a new n
29. conditions to handle incoming calls when your Presence state is set to Unavailable Busy e reject the incoming call without specifying a reason e reject the call and specify a reason for the rejection e send the call to voice mail if enabled in your service package e specify the call to be sent to a particular phone number Tip This parameter is only available if Presence based routing is enabled in your service package For information on setting up the actions for an incoming calls while you are Unavailable Busy see Specifying an ordered list for an incoming call on page 125 and Specifying a rejection message on page 127 NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 121 To specify an incoming call condition while Unavailable Busy 1 Select the From anonymous option in the Step 2 Conditions window gt gt gt gt 2 gt gt fa y Bo amp EJ By D john any company com John Doe Route Wizard Step 2 Conditions Select how you would like to filter calls received JV From THESE GROUPS in my Directory I From THESE TELEPHONE NUMBER S V From anonymous I Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home ETE ETETE Finish 2 Conti
30. details about a contact click a link in the Nickname column A page appears listing details about the contact including an icon that indicates their presence status on the network You can click the Back button to return to the contact list 5 gt gt gt gt fa y cindy any company com E3 Cindy Jones Unavailable Offline Chris Burns chris w SIP address chris any company com Email address chris any company com Presence status Business phone 222 765 4321 OESS Home phone 222 123 1234 indicator Mobile 222 111 444 Fax 222 345 6565 Pager 222 677 1212 Group Customers Personal Agent User Guide Preliminary Nortel Networks Confidential 64 Chapter 3 Creating and maintaining your directories Initiating a call to a personal address book contact To call a contact click the Call link in the Call column to initiate a call to the contact in your personal address book jill any company com x Jill Brown gt ibClientlY Y vv vuvuvvuves SEARCH Personal address book ao re aw FOR Select an address book z Search New Delete Groups Card view List view a ect all O Babar Susan Babar Susan Not Call a available urns Chris urns ris ustomers Ca Oo B Ch B Chi Cust Call Not E Cook Pat Cook Pat available E Not m Doe John Doe John alabie Call onzalez Don onzalez on amily al O Gonzalez D Gonzal D
31. details window ahs co 6d O Route Wizard Step 2 Conditions Select how you would like to filter calls received john any company com John Doe vuvuvvvvvvvyvvvys JV From THESE GROUPS in my Directory I From THESE TELEPHONE NUMBER S I From anonymous I Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home 6 To edit the condition click the link in the Route details window 7 Continue to specify conditions or click Next to go to the next step Step 3 Actions Step 3 of the Route Wizard allows you to specify what action or actions to perform on your incoming calls For example you can set up the following mutually exclusive actions e specify numbers to ring simultaneously or sequentially in ordered lists e send a rejection message PSTN callers will receive a busy tone e send the request to email PSTN callers will receive a busy tone e pop up acall window Personal Agent User Guide Preliminary Nortel Networks Confidential 124 Chapter 6 Using the Personal Agent Route Wizard e send the call to voice mail Note Actions are defined with respect to the services such as Converged desktop or Advanced screening that are enabled in your service package The option to pop up a call window or send the call to voice mail actio
32. entries to the personal address book The Adding address book entries window appears jill any company com gt 4 Jill Brown Adding address book entries New nicknames Pat Cook Add users to group No Group z 4dd users as friends Fox cancel Advance NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 89 3 Check the Add users as friends checkbox Designate a group if desired Note You will receive an error message if you attempt to add users from your global address book that have the same Last name or First name as the Nickname field defined in your personal address book 4 Click OK Your personal address book appears showing the entry you added from the global address book eS b 6 6 OO Address book entries added successfully SEARCH Personal address book gt a an FOR Select an address book J Search jill any company com Jill Brown x New Delete Groups List view Card view 3 Call E s Babar Susan Babar Susan Se Call O Oo Burns Chris Burns Chris es a Call E io Cook Pat Cook Pat aaa Call Personal Agent User Guide Preliminary Nortel Networks Confidential 90 Chapter 3 Creating and maintaining your directories NN10039 113 Preliminary Nortel Networks Confidential 91 Chapter 4 Working with call logs
33. features of the Personal Agent E Personal agent Microsoft Internet Explorer provided by Nortel Networks Il Fie Edit View Favorites Tools Help 5 5 gt gt gt gt I any company com fa Ss o amp KJ Q Gill Brown x ie navigation Quick Start menu buttons Routes Preferences Define call screening and Modify personal routing behavior information and services Directory Call logs Access personal and Access incoming and global address books outgoing call logs Multimedia web Click to call client Establish a call between s you and another person Launch multimedia web client Help Read on line documentation zj ment Z Personal Agent User Guide Preliminary Nortel Networks Confidential 14 Chapter 1 Getting started with the Personal Agent Navigating the Personal Agent Quick Start landing page The following table describes the icons and links on the Quick Start landing page and top navigation menu This service Enables you to feature access to the Quick Start landing page a road map to the Personal Agent services and features define how you want to manage your incoming calls by specifying the routing and screening of your calls The Routes icon does not appear without the Advanced service package manage your account and personal information create view and manage your personal address book and view your global address book
34. of all users in your domain This list is created and maintained by your service provider or system administrator Your global address book has two viewing options for your contacts Personal Agent User Guide Preliminary Nortel Networks Confidential 78 Chapter 3 Creating and maintaining your directories e List view a traditional table like view e Card view information as you would normally see on a business card including a picture of the contact if available Note If the global address book is unavailable please contact your system administrator Accessing the global address book To access the global address book if enabled 1 Click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu Note By default the active book is always your personal address book in List view format jill any company com x Jill Brown mn SEARCH Personal address book z e re an FOR Select an address book z Search New Delete Groups Card view List view a Select Cal oC Babar Susan Babar Susan Not Call E available _ r Burns Chris Burns Chris Customers Call Oo Cook Pat Cook Pat Colleagues Cal Not i Doe John Doe John available Call O ie Gonzalez Don Gonzalez Don Family Call Oo Henderson Peter Henderson Peter Ws Cal available 5 Not O Jones Cindy Jones Cindy ESTEET Call
35. tee budeeeed 15 Usmo he nine NAD pccasd can se eea ds Gees HSE os VSR Ra RRER ROE VERE RRR RSE 15 Starting the Multimedia Web Client 00 0000 eee 16 Managing your preferences 0 eee eee eee eee eee eee 17 Setting up your personal preferences 0 00 c cece eee I7 Personal Agent User Guide Preliminary Nortel Networks Confidential iv Contents Modifying your contact information 0 0 0 cece eee 18 Changing your password 2 caegs tieri ius cube edene abe E OR A 19 Selecinga picture ID isrncisisrsssereja rieron ew ees iae tE Eei ee 21 Setting up My Times date and time ranges 0 00 eee 23 Adding a new day and time range 2 000 e eee eee 23 Modifying a day and time range sasanasananuanananuaan ee 27 Copying a day and time range 0c cee ene 28 Renaminga day and Ume range 5 ccnsceh Gene adead tits Per EDATEN 28 Deleting a day and time range 0 cee ee 28 Modifying your Nortel IP Phones 2002 and 2004 2000 cee eee ee 29 Creating a subject list for your Nortel IP Phones 2002 and 2004 calls 29 Changing the subject list order 0 0 0c ccc eens 30 Specifying reject reasons sue ivcodckueegad nnd ts ee eOdeREw ERED Ee 31 Changing the order of the list of reasons 2 0 ce ees 33 Personalizing your presence csi nde aera eee a ee kee wee ee es 34 Checking the settings of Nortel IP Phones 2002 and 2004
36. the Nortel IP Phones 2002 and 2004 Personal Agent User Guide Preliminary Nortel Networks Confidential 20 Chapter 2 Managing your preferences To change your password 1 Click the Preferences gt Personal gt Password submenu item The password page appears ee bc 6 6 0 Ee x vvuvvvvvvvvvvvvvvvvvrvy Preferences So Personal Password Contact info Password Password should be 8 20 characters in length Password should contain at least 1 digit 0 9 and at least Picture 1 special character A Z a z amp G5 99 and_ My Times A New password n Services Confirm new password Old password 2 Complete the required fields In this field Type New Password your new password Note Consult your system administrator for password criteria Confirm your new password again Password Old Password your old password that you entered when you registered with the Personal Agent Tip For security purposes it is recommended that you change your password periodically 3 Click Save The message Password updated successfully appears at the top of the Password page indicating that your changes are applied NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 21 Selecting a picture ID You can add a picture to use as your picture caller ID in t
37. the conference will end when you disconnect from the call e A checkbox to indicate whether or not to receive instant messages such as attendance roster and collaboration material access during the time when you are the chairperson e A checkbox to allow interactive particulates audio emoticons Your system administrator is responsible for providing the media source files for the audio emoticons e Radio buttons to select audio entry exit tone indicators to announce the arrival and departure of conference participants 3 Click Save to save your changes If you make changes and decide not to save them click Reset When you do the page is refreshed to the original information Modifying your call park Call park allows you to place a call on hold so that someone else can retrieve it You can have the call returned to you if it is not picked up after a specified amount of time For information on how to use the call park feature refer to the user guide for your device This service must be enabled in your service package To change your call park settings Personal Agent User Guide Preliminary Nortel Networks Confidential 54 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Call park submenu option The Call Park page appears By Bs 79 jill any company com x Va S SS EJ Jill Brown Preferences Call park H Personal i ee Call Park ervices z Services package Auto Retri
38. the global address book 131 from people in the personal address book 131 initiating action 111 navigating 109 specifying conditions 112 contacts from personal address book 112 day time ranges 121 from anonymous call 119 groups 116 telephone numbers 118 users from the global address book 114 table of steps and actions 109 Routes icon 14 routing definition 108 S service package Ad hoc conferencing option 39 advanced addressbook option 40 advanced screening 39 MCS Client User Guide Preliminary Nortel Networks Confidential 142 Index converged desktop option 39 definition 4 device access restriction option 40 hot line 40 Meet me conferencing option 39 presence option 39 QoS option 39 video option 39 viewing services 37 voice mail option 39 services viewing and modifying 36 software requirements minimum 3 recommended 3 T technical publications viii technical support ix text conventions viii U unavailable busy 120 Unified Communications 40 V video service package option 39 voice mail service package option 39 W Watch List definition 42 watcher s list 41 Web Client icon 15 wildcard symbol 62 NN10041 113
39. to log into the Personal Agent or any other MCS client Personal Agent User Guide Preliminary Nortel Networks Confidential 12 Chapter 1 Getting started with the Personal Agent 4 Click Save E Personal agent Microsoft Internet Explorer provided by Nortel Networks Fie Edit View Favorites Tools Help Jilk any company com Jill Brown Password Services Password updated successfully Password should be 8 20 characters in length Password should contain at least 1 digit 0 9 and at least 1 special character 4 Z a z amp 94 and_ New password Confirm new password Old password J mI Dy GE Local intranet Ui 5 Click Quick Start to access the Personal Agent Quick Start landing page jill any company com Jill Brown x Routes Preferences Define call screening and By Modify personal routing behavior information and services Directory 5 Call logs Access personal and Access incoming and global address books outgoing call logs Multimedia web Click to call ent Establish a call between 3 7 you and another person Launch multimedia web clie Help Read on line documentation NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 13 Understanding the Personal Agent interface The Personal Agent Quick Start landing page is always your starting point to access all the services and
40. use a pre configured telephone number or registered SIP address for calling the personal address book contact 4 Complete the following actions for Make Call To a b Device select a device from the drop down list that you wish to initiate the call to Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the contact in your personal address book Personal Agent User Guide Preliminary Nortel Networks Confidential 104 Chapter 5 Using Click to call to make calls 5 Click Call At this point your device rings CI oxi Voice Conversation Stop Receiving Call Gaus Call el Send File Share John Doe Ee g p y Microphone Reply Answer WAM Ignore Speakers p E Aa 1 rane oe Decline Redirect 6 Click Answer This initiates a second call to the contact in your personal address book Voice Conversation Stop Calling 15 x call Instant Send File Share Jill Brown lessa Microphone mal HangUp Hold Mute Start Park Call Camera Speakers AN Ce f Audio New Call Conference Transfer 1 Quality Once your contact answers your call you can successfully start the conversation NN10039 113 Preliminary Nortel Networks Confidential Chapter 5 Using Click to call to make calls 105 Using Click to call fr
41. 039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 111 2 Click New to go to Step 1 Initiate action The Initiate action page appears gt gt p By 6 E J Route Wizard Step 1 Initiate action Select what actions should trigger the route john any company com x John Doe r vuvuvvvvvvvvu I When a call is received I When an instant message is received Route details click on a link to edit ENE Ere r itis Note If you do not have Instant Messaging enabled in your service package you will not see the Instant Messaging option Step 1 Initiating action In Step 1 you specify the main action or actions that initiate the processing of the route Currently the only action you can take at Step 1 is When a call is received From the initiate action page click Next to go to Step 2 Conditions Personal Agent User Guide Preliminary Nortel Networks Confidential 112 Chapter 6 Using the Personal Agent Route Wizard Step 2 Specifying conditions Note If your system administrator has disabled the global address book for your domain you do not have the option to select a user or users from the global address book in Step 2 Step 2 of the Route Wizard allows you to specify the following conditions to filter how your incoming calls will be handled by the route you are setting up gt gt gt fa y john any comp
42. 08 e Using the Personal Agent Route wizard on page 110 Tip Some features such as Call forward can be set at the Nortel IP Phones 2002 and 2004 and may override the routes that you set on the Personal Agent Personal Agent User Guide Preliminary Nortel Networks Confidential 108 Chapter 6 Using the Personal Agent Route Wizard What is routing A route allows you to perform different actions on your incoming calls and or Instant Messages based on a set of conditions or exceptions For example you can create a route named Lunch that specifies a condition that calls received between 12 00 pm and 1 00 pm Monday through Friday are to be affected by the route The route Lunch would also have an action that specifies that calls that are affected by the route will ring your mobile phone first and then send the call to voicemail Tip Routes are applied to incoming calls in the order in which they are listed in the List of Routes window Click Move up or Move down to change the order of how your incoming calls are treated What is the Personal Agent Route wizard You can create routes with the Personal Agent Route wizard The wizard is a step by step procedure that makes the task of creating rules and conditions for your incoming calls easier Warning When using the route wizard several pop ups appear to help AN you create a route correctly However if you use a pop up blocker software on your
43. 35 Viewing and modifying your available services 0 00 eee eee 36 Viewing your service package information 000 eee eee eee of Viewing and modifying your Watchers List 00 0 c eee eee 41 Setting up a Banned watcher s list 1 0 0 nauau c eee ee 42 Modifying your Automatic presence service 000 cece eee eee 43 Viewing and modifying your Unified Communications details 44 Setting your greeting message 2 0c eee ee 45 Modifying your current greeting settings 0 eee eee 46 Changing your PIN icu4 eee h ie dery vane eed seed oR Se Ca ReReeS 47 Setting your email preferences 0 00 ccc eee ene 48 Controlling your automatic login sas caticeeesdendddeeincdvodierida 49 Setting recording time for incoming voicemail messages 51 Viewing and modifying your Meet Me conferencing details 51 Modiying Your cal PaK oc cs we esi teh GG eed DSP En Se eR PSA oe ee ONE d ER Shee 53 Setting Calling Line Identification u nan 000002 54 Creating and maintaining your directories 200ee eee eeee 57 Understanding Personal Agent address books 0000 eee eee eeeee 57 Using your personal address book 5 is s0 5 shee se ebbv cee ene eedetnaces 58 Viewing your contacts in List view 4 ccccsseeeseees seen s ieee eee eas 60 NN10039 113 Preliminary Nortel Networks Confidential Contents v
44. Day Time ranges see Setting up My Times date and time ranges on must ensure that your contact information is completely populated in Note As a Converged desktop user when you create a new route you gt your personal address book Make sure that the preferred audio device PAD number is populated as a valid phone number in the Contact Details window The PAD number is usually your business phone number but it could also be your home phone or mobile number For more details refer to Step 3 in Editing a contact List view on page 70 Specifying contacts from your personal address book To specify a contact or contacts from your personal address book as a condition 1 Click the link From THESE PEOPLE Your personal address book window appears E Personal agent Microsoft Internet Explorer provided by Nortel Networks Select a fied I Nickname Last name Search First name carmen Not available Not available Friends chris Not available Not available Work Team cindy Not available Not available Work Team frank Not available Not available Friends Select all Cancel Personal Agent User Guide Preliminary Nortel Networks Confidential 114 Chapter 6 Using the Personal Agent Route Wizard 2 Enter a search criteria in the Search for field to select a contact or contacts from your personal address boo
45. ERE Se wed eee RE 111 Step 2 Specifying conditions cererii ersirensna snui iiuair 112 Specifying contacts from your personal address book 113 Specifying users from the global address book 00000005 114 Speca NOUNS errereen hik peewee se eee eeesas hea ears neeN 116 Specifying telephone numbers 2 000 00 eee eee eee 118 Specifying a condition for an anonymous incoming call 119 Specifying a condition for Unavailable Busy 0000 00a 120 Specifying Day Time ranges 0 0c cece 121 Te INS se fesse ances ue ae miele din a E Caan am ac ale cls ae bod 123 Specifying ordered lists 22 ses cces eee er dene hes ake eee eka cee ees 124 Specifying an ordered list for an incoming call 0000 eee 125 Specifying a rejection message 0c eee 127 Specifying an email request 0000 ee 130 Siep a Eee ini cdecte ake r paoa ENE ceed ceee end ee ea ne haces 130 mle oF iieWacaied ra E E E eens renee euanenie ated TTE 132 Understanding Address Book Search Criteria 20 005 133 Personal Address Book search criteria 0 2 eee ee 134 Global Address Book search criteria 0 00 00 eee 136 INGO 6 i ebs 5 666 60466405 6056 164008 C0 eer ONT a een 1460S OHA 139 NN10039 113 Preliminary Nortel Networks Confidential vii Welcome This guideprovides you with instructions you need to get up and running with the Person
46. N10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 81 d Click Search The global address book appears in List view with the results of the user search specified ah amp 6 O jill any company com x Jill Brown vuvuvvvvvvyvs n SEARCH Global address book z a en FOR Last name z Jiones Search New Delete Groups List view Card view Jones Cindy Jones Cindy a ery cau 3 To return to your personal address book click Return to my address book Working with the global address book List view The global address book if enabled allows you to access a single common network wide address book in a list format Sorting users To sort users in the global address book if enabled 1 Click a column name for example Last name First name Office or Home 2 Click the column name again to sort in reverse Note You may have to sort users each time you open the global address book Personal Agent User Guide Preliminary Nortel Networks Confidential 82 Chapter 3 Creating and maintaining your directories Searching for a user To search for a user in the global address book if enabled in List view 1 Select Global address book from the drop down list next to the SEARCH field 2 Selecta field to search on as described in the following table Field Search criteria Username Usernam
47. PC it may prevent the Personal Agent pop ups from appearing on your screen To ensure that the pop ups in your Personal Agent work accurately you must disable the pop up blockers Use the Route wizard to e define routes for how your incoming calls and Instant Messages are handled Note Instant Messaging must be enabled in your service package in order to see the option that allows you to be able to send and receive instant messages e specify conditions as to how and on what devices specific calls should be presented to you in a simultaneous or sequential fashion NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 109 e define personalized time blocks to further define your routes so that you are always in reach e send an Instant Message IM when processing a ring list Note Instant Messaging must be enabled in your service package to be able to send an IM when processing a ring list Understanding the Route wizard steps The following table describes the steps to follow when you create a route using the Personal Agent Route wizard This step Specifies 1 Initiate action the main action or actions that initiates the processing of the route There are two options listed here to select from When a call is received or When an Instant Message if enabled in your service package is received Select the desired option by clicking o
48. Preliminary Nortel Networks Confidential MCP 4 1 Preliminary 06 01 NN10039 113 July 2005 Personal Agent User Guide NORTEL Preliminary Nortel Networks Confidential Copyright 2005 Nortel Networks All rights reserved July 2005 The information in this document is subject to change without notice The statements configurations technical data and recommendations in this document are believed to be accurate and reliable but are presented without express or implied warranty Users must take full responsibility for their applications of any products specified in this document The information in this document is proprietary to Nortel Networks Trademarks Nortel the Nortel logo and the Globemark are trademarks of Nortel Networks Microsoft Microsoft Windows Windows Windows XP Windows NT and Internet Explorer are trademarks of Microsoft Corporation Netscape and Netscape Communicator are trademarks of Netscape Communications Corporation NN10039 113 Preliminary Nortel Networks Confidential Contents iii Contents WGIGOING oss oe inde is6dn0b 4ne de heen een ee be aeneeraesaeeenencane Vii P O r owl tc a Loins Shel amp ope E Ves eee Geka ae ea vii TCW erinran area naeraen Saka deel EARTEN EEE N eder ENANAR viii E EEE EE E E REE ERAS E E E E SERRE viii Reed PUO OE eet cee ee ke eee a EE RE AE A viii How t gel help oncccceetseeeia Vee eave bar deiet erene irt kt ET Ee iw hee ee ws ix Getting
49. Services Current notes Remove Remove all Press Save to save your changes 2 Enter a note in the New Note text field to appear on your Nortel IP Phones 2002 and 2004 jill any company com x Jill Brown Preferences cag eae Personalized presence Ele 200x H Subjects New note Reasons Personalized presence Jout of the office today add i Logout H Services Current notes Remove Remove all Press Save to save your changes NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 35 3 Click Add The note text appears in the Current notes window aes 6G O jill any company com Xx Jill Brown vuvvuvvvvvvvi e Ei o Preferences Personal amp 200x Subjects Reasons Logout Services r n Personalized presence New note m Current notes out of the office today Remove Remove all Press Save to save your changes a To add another note enter the text of the note in the New Note field b Click Add The note text appears in the Current Notes window c Click Up or Down to reorder the presence note for display on the Nortel IP Phones 2002 and 2004 4 To save the note Click Save or click Reset to clear your input and reset your note list to the last saved settings To remove a note click Remove or Remove All to remove all notes Checki
50. a FROM Time I Tuesday W EE an M Wednesday TO Time I Thursday s a s0 frm W Friday T Sunday Day Time Details Saturday Sunday All times are in timezone Central Standard Time Enter a Name for this U OOOO O Day Time Range f save 5 To add more than one Day Time combination to apply to the Day Time range you can set more options i For example in addition to working part time on Monday s Wednesday s and Fridays you may work half days on Tuesday s and Thursday s To set up these hours a Select Tuesday and Thursday in the Select Days column b Select 7 30 AM in the From Time drop down lists c Select 12 00 PM in the To Time drop down lists Personal Agent User Guide Preliminary Nortel Networks Confidential 26 Chapter 2 Managing your preferences d Click Add Time The graphic display in the Day Time Details window is updated with your selected days and times jill any company com Jill Brown Preferences Personal My Times Contact info Password Please specify a day and time combination to add to this Day Time Range You pom Picture as many day and time combinations to this Day Time Range as you would like c m My Times clear one or more days of all times H S 200x m Services Select Days M Monday FROM Time W Tuesday 7 l fso m fam V Wednesday TO Time M Thursday a2 Joo fem Friday I Sunday W Day Time Details Saturday
51. able Not available Not available Not available Not available Not available Select all Cancel 3 Select a user or group of users from the Select column or click Select all to select all users from the global address book Personal Agent User Guide Preliminary Nortel Networks Confidential 116 Chapter 6 Using the Personal Agent Route Wizard 4 Click OK to accept the selected users or Cancel to quit this window The Step 2 Conditions window appears with the global address conditions you pecans listed in the Route details window john any company com John Doe ROUE te Wizard Step 2 Conditions Select how you would like to filter calls received JV From THESE GROUPS in my Directory I From THESE TELEPHONE NUMBER S I From anonymous I Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home ETTE ETTE ETTE TE 5 To edit the condition click the link in the Route details window 6 Continue to specify conditions or click Next to go to the next step Specifying groups To specify a group as a condition NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 117 1 Click the THESE GROUPS link The group window appears Select people from group Select peopl
52. adv_scr x T vuvvvvvvvvvvvvvvvuv G Preferences Personal H 200x Services Service package H Presence Unified Communications Overview Greetings Set active greeting Greeting settings PIN Email preferences Auto identification Message storage Meet Me Call park Unified Communications Email Preferences This page can be used to specify your Email configuration so that Unified Communication messages can be optionally delivered to you through Email V Enable message delivery through Email Email Address Ju1019 ds4sanity1 com When I open a voicemail message using my email client Automatically delete the message in my network voice mailbox Automatically mark the message as read in my network voice mailbox Allow me to choose what to do at that time My email attachments should have Highest audio quality larger file size Good audio quality smaller file size 2 Modify the email delivery options of your voicemail messages 3 Click Save to save your changes Controlling your automatic login To control your Unified Communications login when using other PSTN telephony devices such as a cell phone that are not hosted by the MCS network Personal Agent User Guide Preliminary Nortel Networks Confidential 50 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt Auto Identi
53. aintaining your directories 75 To designate a contact as a Friend 1 Click on the checkbox next to the ew Friend icon when entering or completing contact information in your personal address book Card view or List view Jill Brown fa jill any company com x First name ja Last name Cook Nickname Jcook pat SIP address pat any company com Email address pat any company com Business phone 555 1212 titi C S Home phone T Mobile T Pager eT Fax e Friend D M Group Colleagues z EEE conn r J cancel Personal Agent User Guide Preliminary Nortel Networks Confidential 76 Chapter 3 Creating and maintaining your directories 2 Click Save The contact you designated as a Friend now appears in your personal address book List view with the Friend icon appearing in the Friends column for the selected contact jill any company com x Jill Brown gt SEARCH Personal address book FOR Select an address book J J ay New Delete Groups List view Card view Select Call C Babar Susan Babar Susan Not Call per available _ 7 Burns Chris Burns Chris Customers Call O E Cook Pat Cook Pat Colleagues Call Not m Doe John Doe John AIEEE Call Gonzalez Don Gonzalez Don Family Call Not Henderson Peter Gall m Henderson Peter Henderson Peter available Call Not C Jo
54. al Agent The guide describes the Personal Agent a feature rich online user interface Internet Protocol IP telephony solution Using the Personal Agent you can view manage and configure services to your personal preferences Moreover you can perform these functions from any location with no software download This guide includes the following sections e Getting started with the Personal Agent on page 1 e Managing your preferences on page 17 e Creating and maintaining your directories on page 57 e Working with call logs on page 91 e Using Click to call to make calls on page 97 e Using the Personal Agent Route Wizard on page 107 e Understanding Address Book Search Criteria on page 133 Audience This guide is intended for subscribers of the Personal Agent services and features We recommend that you keep your Personal Agent open when you follow the steps described in this guide Screen captures in this guide show Internet Explorer as the default browser However if you are using another browser for example Netscape your screen may look slightly different Personal Agent User Guide Preliminary Nortel Networks Confidential viii Welcome Text conventions This guide uses the following text conventions bold text Indicates the command key or link you need to press or click Examples Press Ok Click Help italic text Indicates new terms document titles for reference A
55. and last name of the user For example searching for the user with the Name of Smith will display users with the first name Smith and users with the last name Smith e Both first and last name of the user For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name of the user First name First name of the user Phone number Telephone number of the user 3 Enter your search criteria Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen and so on Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Understanding Address Book Search Criteria on page 133 4 Click Search The results of your search appears in List view 5 To see the results of your search in Card view click the Card View tab The global address book displays the user or users in your global address book that match the specified search criteria and includes a thumbnail picture of the user if available NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining yo
56. any com EJ John Doe Route Wizard Step 2 Conditions Select how you would like to filter calls received J From THESE PEOPLE in my Personal Address Book From THESE PEOPLE in my Global Address List JV From THESE GROUPS in my Directory I From THESE TELEPHONE NUMBER S I From anonymous a cre i Route details click on a link to edit When a call is received from anyone cancel c back J Next gt fatina Click this link To specify From THESE PEOPLE in a contact or contacts from your personal address my Personal Address Book book that you want to include in the condition From THESE PEOPLE in a user or users from the global address book if my Global Address List if enabled that you want to include in the condition enbabled From THESE GROUPS the lists of contacts that you have organized into meaningful groups in your personal address book for example Friends Family Work Projects that you want to include in the condition NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 113 Click this link To specify From THESE TELEPHONE the SIP Address or phone number of the person or NUMBER S persons calling you SPECIFIC DAY TIME the days and hours of the day and week when you RANGE S want the condition to apply For information on using page 23 the My Times feature to set up
57. assword for login provided by your system administrator NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 3 e PC configured with the required minimum software and hardware See Minimum hardware and software requirements on page 3 e internet access and a connection that meets the minimum transmission speed requirements Minimum hardware and software requirements e 200 MHz Pentium class or equivalent processor e No additional free RAM is required The minimum memory requirements of your browser must be met See your browser documentation for more information e No additional hard drive space is required Local caching of web pages is performed by your web browser See your browser documentation for information on the minimum disk space requirements e Mouse optional e 640x480 8bpp 256 colors VGA graphics card e Microsoft Windows 98 Second Edition SE Windows Millennium Edition Me Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 e 28 8 Kbps modem e Netscape Communicator 7 0 or Internet Explorer 6 0 e Cookies and javascript enabled Recommended hardware and software requirements e 300 MHz or higher Pentium class or equivalent processor e No additional free RAM is required The minimum memory requirements of your browser must be met See your browser documentation for more information e No additional hard dr
58. ating and maintaining your directories 2 3 5 Enter the name of the Group For example you can group all the members of your family into a group called Family Click Add The message Address book group added successfully appears at the top of the Groups screen The new group now appears in the Groups window Pane O o OO OLU B ma S5S 6 O Groups jill any company com x Jill Brown vvuvvuvvvvvvvy Enter new group name Click Add 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 and click Delete Click Back to return to your personal address book Designating a contact as a Friend Note Presence must be enabled in your service package to be able to gt select the Friend check box for designating a contact as a Friend in your personal address book Your service package determines the maximum number of contacts that you can designate as Friends By designating a contact as a Friend you are able to view their activity by clicking the Friends Online icon in the Multimedia PC Client or the Multimedia Web Client For more information refer to the MCS Client User Guide The Personal Agent allows you to create view and update a contact as a Friend Friends may be people that you work with or correspond with regularly NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and m
59. 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 in as NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 51 Setting recording time for incoming voicemail messages To set the maximum recording time for incoming voicemail messages 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt Message Storage submenu option The Unified Communications Message storage page appears gt gt gt u1019 ds4sanity1 com fa By amp EJ Ry ui1019 no_adv_scr x G Preferences Ej ag Personal Unified Communications 200x eerie Message storage Service package Presence Your current settings allow for 20 minutes worth of messages in your mailbox Unified Communications Overview Each message is limited to 180 seconds Greetings Set active greeting Save Greeting settings PIN Email preferences Auto identification Message storage Meet Me Call park l
60. cess to Nortel IP Phones 2002 and 2004 functionality Hot Line call a pre determined destination by going off hook on the relevant line key Used in conjunction with the Device Access Restriction service package option Advanced Addressbook have more than 10 contacts default The maximum number of contacts is determined your service provider Assistant Support act as an assistant for another person in order to answer Assistant Console Music On Hold and route the calls Refer to the MCS Feature Description Guide provide music to callers that you put on hold Call Park park a call so that another user can pick it up Calling Line ID Restriction block your calling line ID information from appearing on the display panel of other telephones Call Waiting Disable disable the Call Waiting feature Net6 Support configure the Nortel IP Phone 2004 to display Web text It allows the phone to connect to the Net 6 server to display information from the Web It also allows a user to perform searches of a corporate directory For more information refer to the MCS 5200 Feature Description Guide Network Call Logs view the number of inbox and outbox call logs allowed IM Chatroom send IMs to multiple users for Multimedia PC Client and Multimedia Web Client Unified Communications Wireless client set up mailbox greetings change your PIN set up email preference and so on Note T
61. ch so that your search results will display For a complete list of the search criteria you can specify to search for a contact see Global Address Book search criteria on page 136 Field Username Search criteria Username of the user assigned by your service provider or system administrator for example eburns Personal Agent User Guide Preliminary Nortel Networks Confidential 80 Chapter 3 Creating and maintaining your directories Name e First name and last name of the user For example searching for a user with the Name of Smith will display users with the first name Smith and contacts with the last name Smith e Both first and last name For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name First name First name Phone number Telephone number Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen and so on Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Understanding Address Book Search Criteria on page 133 N
62. cronyms This guide uses the following acronyms DN Directory Number IM Instant Message IP Internet Protocol MCP Multimedia Communication Portfolio MCS Multimedia Communication Server PA Personal Agent PAD Personal Audio Device PIN Personal Identification Number PNG Portable Network Graphic QoS Quality of Service SIP Session Initiation Protocol URL Universal Resource Locator internet address Related publications Other related publications related to the Personal Agent e MCS Client User Guide MCS 5200 Feature Description Guide e Nortel IP Phone 2002 User Guide NN10039 113 Preliminary Nortel Networks Confidential Welcome ix e Nortel IP Phone 2004 User Guide e Assistant Support and Assistant Console Getting Started Guide e Unified Communications Quick Reference How to get help For service issues please contact your local support or Information Services team Personal Agent User Guide Preliminary Nortel Networks Confidential x Welcome NN10039 113 Preliminary Nortel Networks Confidential 1 Chapter 1 Getting started with the Personal Agent Topics in this section include e What is the Personal Agent on page 1 e Personal Agent services and features on page 2 e Useful terms to know on page 4 e Logging in to the Personal Agent on page 10 e Understanding the Personal Agent interface on page 13 e Exiting the Personal Agent on
63. ctories 59 Both the List view and Card view have the following icons available for working with your personal address book Click this icon To F New add a new contact to your personal address book a remove selected contacts from your personal address book Delete create rename and delete contact groups in your personal address book Groups Personal Agent User Guide Preliminary Nortel Networks Confidential 60 Chapter 3 Creating and maintaining your directories Viewing your contacts in List view To view your personal address book contacts in List view click the Directory icon from the Personal Agent Quick Start page or from the top navigation menu john any company com John Doe vuvuvuw vuvuvvuuy vuve SEARCH Personal address book ao a ea FOR Select an address book New Delete Groups ast nam First name roup a I Brown Jilt Brown am Fse u at r Burns Chris Burns Chris Sot lebia sal o corrywancy Corry e Team cal 5 Gonzalez Don Gonzalez oon call r Hda Pekar Henderson Peter ay sal r an i Brown an eie sat f o m fee e e e r od John Doe John eiaieble sal Bd Tip The List View tab is always the active view when you access your directory Your personal address book appears in a list format allowing you to scroll up and down to view all the contacts in the list Sorting y
64. e from the list of groups below I Friends I Family M work Team Select all Cancel Select the group or groups of people that you have organized into groups such as Family or Friends as defined in your personal address book Click Select all to select all groups Click OK to accept the selected groups or Cancel to quit this window The Step 2 Conditions window appears with the group conditions you specified listed in the Route details window gt gt gt gt gt p gt fa john any company com E3 John Doe Quick Sti t Ro utes f ze D ecto z a s C W bc nt v Route Wizard Step 2 Conditions Select how you would like to filter calls received V From THESE GROUPS in my Directory 7 From THESE TELEPHONE NUMBER S I From anonymous 7 Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home 5 To edit the condition click the link in the Route details window Personal Agent User Guide Preliminary Nortel Networks Confidential 118 Chapter 6 Using the Personal Agent Route Wizard 6 Continue to specify conditions or click Next to go to the next step Specifying telephone numbers To specify a phone number a list of phone numbers or a SIP Address of an incoming call as a condition 1 Click the THESE TELEPHONE NUMBER S link T
65. e of the user provisioned by your service provider or system administrator for example eburns Name e First name and last name of the user For example searching for a user with the Name of Smith will display users with the first name Smith and users with the last name Smith e Both first and last name of the user For example the string John Smith will return users with the first name John and the last name Smith The search string Smith John will also return the same users e Name matching continuation For example entering a y returns all users starting with the letter Y Last name Last name of the user First name First name of the user Phone number Telephone number of the user 3 Enter your search criteria Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen and so on Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Understanding Address Book Search Criteria on page 133 NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 83 4 Click Search The results of your search appears jill any company com x Jill Brown gt D SEARCH Global address book z ae a ae FOR Last name z Jiones Ne
66. e same format as an email address for example jdoe lab1 org but it is not an email address Friends Nickname first name or last name of the contact Group Group name that the contact is a member of For example searching for Work returns all contacts that are members of that group Personal Agent User Guide Preliminary Nortel Networks Confidential 62 Chapter 3 Creating and maintaining your directories 3 Enter a search string in the field provided and click Search john any company com John Doe SEARCH Personal address book a a ay For Selecta field New Delete Groups Group Ca Brown Jill l Polos Call Burns J _ Snip E available Sal Corry Nancy vor Call Gonzalez Don i tilable tall Henderson Peter i available Call Sas an available Sal Lane Joe Wore cai Doe John adabli mat ih J Tip You can enter a wildcard symbol at the beginning or middle of a search string For example searching for J n will return all contacts named John Jon Jen and so on Use quotation marks before and after a search string to specify an exact match For a complete list of the search criteria refer to Appendix A Understanding Address Book Search Criteria on page 133 NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 63 Viewing details about a contact To view
67. essaging or a collaboration session The PA Carrier IN service allows you to e setup rules and options through a Personal Agent that is Web accessible e screen and handle calls based on the caller s DN Personal Agent User Guide Preliminary Nortel Networks Confidential 8 Chapter 1 Getting started with the Personal Agent e have a range of phone numbers that share the same rule e setup time criteria time of day day of week until always A match of the criteria allows activation of a specific ring list e program number of rings to wait before trying the next ring list e program multiple DNs to ring simultaneously in any part of the user s ring list SimRing e chain ring lists to support sequential ringing e have the default routing if no rule applies e use the Do not disturb mode e optionally block anonymous calls With this service you can define specific routes for your incoming calls For more information refer to Chapter 6 Using the Personal Agent Route Wizard on page 107 Additionally you can make calls using the Click to call icon from the Personal Agent For more information refer to Chapter 5 Using Click to call to make calls on page 97 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 provided by your service provider or system administrator in your Web browser
68. ettings submenu option The Unified Communications Greetings page appears u1019 ds4sanity1 com u1019 no_adv_scr Pa Unified Communications 200x EG Services Greetings Service package H Presence an Current greeting settings Unified Communications Overview SG Greetings Set active greeting Greeting settings Description Temporary When a caller leaves a message send me an email Modify with the message to u1019 ds4sanity1 com PIN Personal When a caller leaves a message send me an email Modify I p with the message to u1019 ds4sanity1 com Email preferences When a caller leaves a message send me an email Modify Auto identification with the message to u1019 ds4sanity1 com Message storage When a caller leaves a message send me an email Modify Meet Me with the message to u1019 ds4sanity1 com Call park When a caller leaves a message send me an email Modify with the message to u1019 ds4sanity1 com 2 For each greeting click the Modify link to specify a different email address to deliver your voicemail message to and to assign transfer destinations 3 When complete click Save to save your changes If you make changes and decide not to save them click Reset When you do the page is refreshed to the original information Changing your PIN To change your Personal Identification Number PIN Personal Agent User Guide Preliminary Nortel Networks Confidentia
69. eve parked calls No El G Presence Auto Retrieve Timer in seconds Watchers Banned watchers Auto presence save Meet Me Call park 2 Select Yes or No from the Auto Retrieve parked calls drop down menu 3 Enter the amount of time in seconds that must elapse before a call is auto retrieved Note This step is not required if you chose not to auto retrieve calls in step 2 4 Click Save Setting Calling Line Identification Calling Line Identification allows you to specify whether or not you want your name and number to appear when you call someone This service must be enabled in your service package To change your Calling Line ID Restriction setting NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 55 1 Click the Preferences gt Services gt Calling Line ID Restriction submenu option The Calling Line ID Restriction page appears hb Eee vuvvuvvvvvvuve Preferences Calling Line ID Restriction Personal H mea Calling Line ID Restriction ervices p Service package Calling Name Number Privacy No z Presence Unified Communications Save Meet Me Calling Line ID Restriction 2 Select Yes or No from the Calling Name Number Privacy drop down menu Note If you enable this service then your calling ID information appears as either u
70. f the subject in the New Subject field 3 Click Add The subject text appears in the Current Subjects window a To add another subject enter the text of the subject in the New Subject field b Click Add The subject text appears in the Current Subjects window To save your subject list click Save gt gt 4 4 d J gt jill any company com fa By S EJ Ry D Jill Brown G Preferences Personal Subjects Gar 200x Subjects New Subject Reasons Personalized presence Call me in 1 2 hour Logout Services Current Subjects Call me back in 5 minutes Remove Remove all 4 Toremove a subject select the entry and click Remove To remove all subjects in the list you created select all the entries and click Remove All 5 To save your subject list click Save or Reset to clear your input on the Subjects form Changing the subject list order To specify the order in which the subjects appear on an Nortel IP Phone 2002 and 2004 1 Click on a subject in the Current Subjects window 2 Click Up or Down to change the order of the subject list 3 To save your changes click Save NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 31 Specifying reject reasons You can specify a reason or list of reasons to appear on your Nortel IP Phone 2002 and 2004 To specify a new reject reason or a list of reasons
71. fication submenu option The Unified Communications Auto Identification Addresses page appears 2 2 gt gt gt A u1019 ds4sanity1 com fa y By amp EJ Q u1019 no_adv_scr x vuvvvvvvvvvvvvvvv Preferences H Personal Unified Communications Auto Ew Services Identification Addresses Service package cH i When calling from my client Unified Communications ts Prompt for mailbox and PIN Overview El Greetings Prompt for PIN Set active greeting Automatically log me in Greeting settings Save PIN Email preferences Auto identification a eae storage Also give the following addresses direct access to my mail box ee e Call park a a Delete o CMN Prompt for PIN Sate automatically log me in amp C Prompt for PIN ENA Automatically log me in E C C Prompt for PIN sa Automatically log me in 2 Selecta an option to use automatic identification when calling from your client and click Save 3 Provide direct access to your mailbox by using the customize option to enter up to three different PSTN or ESN numbers Click Save to save your changes Note The customize option only allows you to enter valid PSTN or ESN digits and not a user name Only PSTN numbers not hosted by the MCS network can be used for automatic identification For example
72. for rejecting an incoming call 1 Click the Preferences gt 200x gt Reasons submenu item The Reasons page appears gt 2 gt gt gt jill any company com gt K3 Jill Brown s Quick Start Routes idiki Directory nner G Preferences Personal Reasons EG 200x i p Subjects New Reason f Reason m Persond ed presence Add i t Logout Gm Services Current Reasons Personal Agent User Guide Preliminary Nortel Networks Confidential 32 Chapter 2 Managing your preferences 2 Enter the text of the reason for example Busy right now or Try again later in the New Reason field gt 5 J gt gt F a mes amp 6 Breas Preferences Personal Reasons B 200x Subjects New Reason Reasons Personalized presence fean back in 1 hour add Logout Services Current Reasons busy Remove Remove all Tip The reasons are displayed in the order that you enter them 3 Click Add The reason text appears in the Current Reasons window a To add another reject reason enter the text of the reason in the New Reason field b Click Add The reason text appears in the Current Reasons window 4 To save the reason Click Save or click Reset to clear your input and reset your reason list to the last saved settings To remove a reason select the reason and click Remove or Remove All to remove all reasons
73. ge to the browser of call originator 3 Select the actions for the incoming call and click OK to return to the Actions page 4 Continue specifying ordered lists To edit the ordered list click the links in the Route details window 5 If you are finished specifying conditions click Finish to name your route and save your route details If you wish to specify exceptions click Next NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 127 Specifying a rejection message To specify a reject message 1 Select the Rejection option in the window that specifies how you would like to filter calls received john any company com John Doe Route Wizard x Step 3 Actions Select what actions you would like to perform Ring my devices in the following ordered lists T Ring THESE NUMBERS first in my list E Rejection MESSAGE PSTN callers receive busy tone Request an email PSTN callers receive busy tone Route details click on a link to edit When a call is received during THESE TIME BLOCK GROUPS Erer meree eee Finish k li adl 2 Click the MESSAGE link to compose a message to display when the route is activated for an incoming call from an anonymous caller The Select rejection message window appears Select rejection message Select a rejection message below or enter your own New Modify Delete Cancel
74. h a message confirming that the contact was successfully added The new contact appears in the Directory list Clearing call log information To remove one or more entry in a call log 1 Click the checkbox beside the name of the contact you want to delete 2 Click the Delete entry icon You are prompted to confirm the deletion NN10039 113 Preliminary Nortel Networks Confidential Chapter 4 Working with calllogs 95 3 Click OK to confirm the deletion The Call logs page refreshes and the entry is gone Tip The Select all button under the call log adds a checkmark to every entry in the call log The Clear all button removes the checkmark beside entries in the call log Personal Agent User Guide Preliminary Nortel Networks Confidential 96 Chapter 4 Working with call logs NN10039 113 Preliminary Nortel Networks Confidential 97 Chapter 5 Using Click to call to make calls The Personal Agent allows you to initiate calls to contacts in your personal address book as well as the global address book if enabled by your system administrator in your domain by using the Click to call functionality Using Click to call you can enter a phone number or SIP address of the device where you want to take the call then enter the called party number The phone then rings at your preferred device After answering you are connected with the called party Tip Ensure that your MCS client eithe
75. h the condition that the entry being searched for is a Friend Group groupName Returns entries belonging to group containing groupName in the name of the group appends groupName Same as groupName groupName Finds entries belonging to the group starting with groupName appends groupName Same as groupName no criteria Returns all the entries in the address book Personal Agent User Guide Preliminary Nortel Networks Confidential 136 Understanding Address Book Search Criteria Global Address Book search criteria Note If your system administrator has disabled the global address book for your domain you will not see the option to select the global address book in the SEARCH dropdown menu The following table provides a detailed description of the Global Address Book search criteria Note The only field that is case sensitive is the phone number field This field is case sensitive for the entire string All other fields are case insensitive for the entire string Field Example search criteria Results Username user domain Returns entries which have username starting with user domain user domain Same as user domain user Returns entries which have username starting with user user Returns entries containing user in the username Name name Returns anything with first name or last name starting with name appends at end name Same as name
76. he Watchers List page appears mah eo Boe O Jil company com siikBrown ik x y vuyuvvuvvvvvvuvvvvvvvvv Preferences i ofa lai Watchers list 200x Cl Services FEA Service package ke nenco Ban watchers Watchers W ing si Call a Banned watchers O john any company com 06 23 1 40 PM call Auto presence Fim mary ary company com 06 23 8 49 AM Call a a Unified Communications m jane ary company com 06 23 1 27 PM Call oa Me O james any company com 06 23 1 39 AM Call all park b The list shows only the active usernames watching your presence not all users registered to your presence The date when an active watcher subscribed to your presence information is also displayed 2 To ban an active watcher from seeing your presence information Personal Agent User Guide Preliminary Nortel Networks Confidential 42 Chapter 2 Managing your preferences a Click the checkbox beside the watcher s username b Click the Ban watchers icon The Banned watchers list appears with the new banned watcher s username Setting up a Banned watcher s list You want to ban someone from subscribing to your presence information in the future Use the Banned watchers menu option to restrict access by other users who do not currently appear in your watcher s list To ban someone from viewing your presence information 1 Click the Preferences gt Services gt Presence gt Watch Li
77. he Multimedia Web Client or the Multimedia PC Client If you are replacing an existing picture ID then your new picture overwrites the old picture To add or modify a picture 1 Click the Preferences gt Personal gt Picture submenu item The Picture page appears allowing you to add view or update your picture caller ID picture The first time you access this page you will notice a shadow figure This indicates that you do not have a picture in the database ma 5 6 3 Fee vuvuvvvvvvuvyv gt Preferences H Personal Pictu re Contact info Password Picture My Times H 200x 5 Services My New Picture Browse Pictures greater than 160 x 120 pixels will get resized The picture cannot be larger than 24KB Use only PNG or JPG files Ee ree ei 2 Enter the path and file name of the picture to use for your Picture Caller ID service on the Multimedia Web Client or Multimedia PC Client or click Browse and then select the picture file Personal Agent User Guide Preliminary Nortel Networks Confidential 22 Chapter 2 Managing your preferences 3 Preview your picture You will notice the word Preview appears on your picture The word Preview is removed once you save the picture jill any company com x Jill Brown gt vuvvvvvvvvveya gt Preferences H Personal Pictu re Contact info Password Picture
78. he telephone number window appears E Personal agent Microsoft Internet Explorer pra _ 0 x Enter telephone numbers Enter telephone number s below Place one number per line 222 888 2222 A 444 555 4444 chris any company com l Cancel 2 Enter a phone number or a list of phone numbers or a SIP address Add one number or SIP address for each line that the filter will apply to NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 119 3 Click OK to accept the selected phone numbers or SIP addresses or Cancel to quit this window The Step 2 Conditions window appears with the phone conditions you specified listed in the Route details window 5 5 gt fa y john any company com E3 John Doe Route Wizard Step 2 Conditions Select how you would like to filter calls received JV From THESE GROUPS in my Directory 7 From THESE TELEPHONE NUMBER S I From anonymous I7 Received in Unavailable Busy 7 Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home merer es TT E 4 To edit the condition click the link in the Route details window 5 Continue to specify conditions or click Next to go to the next step Specifying a condition for an anonymous incoming call You can set up the following condition
79. his feature must be enabled in your service package For more information refer to the MCS Feature Description Guide use a wireless client such as Blackberry on the MCS system Instant Messaging Client Collaboration send text messages to other users whether or not they are active on the Multimedia PC Client Multimedia Client Set Multimedia Web Client or a Nortel IP Phone 2002 or 2004 transfer files exchange contents of a Windows clipboard send and receive website URLs and share a common drawing window for entering text and graphics NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 41 If this Service Package Then you have the ability to option is enabled Allowed Clients use the Nortel IP Phone 2002 or 2004 for premium voice calls while the Multimedia PC Client is dedicated to the data and video components of the multimedia conversation Subscriber OPI build clients using the Subscriber Open Provisioning Interface SOPI to manage subscriber information Multiple Login Restriction limit the number of simultaneous logins for a MCS user using a Multimedia PC client Web client Nortel IP Phone 2002 or 2004 and Multimedia PC Client Set Viewing and modifying your Watchers List To see a list of people who have subscribed to your presence information 1 Click the Preferences gt Services gt Presence gt Watchers submenu item T
80. i 3 Modify the calling and called numbers of the contact in your personal address book or the global address book of your system that you are calling If you do not want to use a pre configured phone number or registered SIP address for the calling or called party then enter a new number or registered SIP address Personal Agent User Guide Preliminary Nortel Networks Confidential 100 Chapter 5 Using Click to call to make calls john any company com John Doe Click to Call This feature connects both parties at the selected devices Ring me at Device Phone or Address my client z Jichn any company com Make Call To Phone or Address jill any company com 4 Web Client is ranning when you use the Click to call icon to call another user If your MCS client is not running you cannot connect to the calling party using this icon Tip Ensure that your MCS client Multimedia PC Client or Multimedia 4 Click Call At this point your device is rung 7 john Voice Conversation Stop Receiving Call Gaus Call fuses Send File Share John Doe CI SE Z Y Microph fps i Answer Teo Ignore Speakers 2o E 4 Anna Decline Redirect NN10039 113 Preliminary Nortel Networks Confidential Chapter 5 Using Click to call to make calls 101 5 Click Answer This initiates a second call to the contact you added in the Make Call To field
81. icture as many day and time combinations to this Day Time Range as you would like or you may My Times clear one or more days of all times 200x Services Peer FROM Time I Tuesday aise ae I Wednesday ie awa fam I Thursday E 1400 SI AM I Friday Pesce I Sunday Day Time Details Saturday Sunday All times are in timezone Central Standard Time Enter a Name for this lt nee ees Day Time Range C save cancel 4 Select your Day Time combinations For example if you work part time you may want to add a Day Time combination that will only apply on Monday s Wednesday s and Friday s between the hours of 7 30 AM and 5 30 PM To set up these hours a Select Monday Wednesday Friday in the Select Days column b Select 7 30 AM in the From Time drop down lists c Select 5 30 PM in the To Time drop down lists NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 25 d Click Add Time The graphic display in the Day Time Details window is updated with your selected days and times jill any company com Jill Brown Preferences H Personal My Times Contact info om Password Please specify a day and time combination to add to this Day Time Range You may add pom Picture as many day and time combinations to this Day Time Range as you would like or you may m My Times clear one or more days of all times H S 200x H Services Pm
82. ining your directories e global address book if enabled in your system contains contact information maintained by your system administrator and for reference only of all users in your domain Tip Information in your personal and global if enabled address book can be used as a condition when defining a route to handle your incoming calls For more information refer to Chapter 6 Using the Personal Agent Route Wizard on page 107 Using your personal address book Your personal address book is a dynamic list of contacts and information that lists the nickname first name and last name of a contact in your personal address book You can also view and define a group for the contact to belong to and whether or not to include the contact in your list of Friends Tip Anytime you add a contact or make a change to a contact using the Personal Agent your personal address book automatically updates and synchronizes with the Multimedia PC Client Multimedia Web Client Nortel IP Phones 2002 and 2004 enabling you to view your Friends on line from any of these devices Your personal address book has two viewing options for your contacts e List view a traditional table like view e Card view information as you would normally see on a business card including a picture of the contact if available NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your dire
83. is option applies to all the clients Multimedia PC Client the Multimedia Web Client and the Nortel IP Phones 2002 and 2004 4 Click Save Any changes to your service package are reflected the next time you log in Viewing and modifying your Unified Communications details The Unified Communications service provides you with integrated access to your voice mail messages from a preferred client device such as a PC voice over IP VoIP phone wireless phone or a traditional circuit switched telephone You use the Personal Agent to view and modify the details of your account NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 45 Click the Preferences gt Services gt Unified Communications gt Overview submenu option to display your mailbox number and the access numbers for the Unified Communications service The Unified communications page appears C ooeO u1019 ds4sanity1 com u1019 no_adv_scr x vuvuvuvvvvvvvvvvvvvvvvv G Preferences g Personal Unified communications 200x El Services Service package My mailbox number is 11019 M Erosence Te To retrieve my messages dial 9726851998 or 7157111998 H Unified Communications Overview To directly deposit a message in someone s mailbox dial 9726851997 or H Greetings 7157711997 Set active greeting Greeting settings PIN Email preferences Auto identification Message storage Meet Me
84. ive space is required Local caching of web pages is performed by your web browser See your browser documentation for more information on the minimum disk space requirements e Mouse required e 800x600 or higher 16bpp 65 536 colors VGA or better video graphics card e Microsoft Windows 98 Second Edition SE Windows 2000 Windows XP or Windows NT 4 x with Service Pack 5 SP5 Personal Agent User Guide Preliminary Nortel Networks Confidential 4 Chapter 1 Getting started with the Personal Agent e 56Kbps modem or other high speed connection For example cable modem DSL modem 10baseT ethernet and so forth e Netscape Communicator 7 1 and above or Internet Explorer 6 0 and above e Cookies and javascript enabled e Disable the pop up blockers when using the Personal Agent to ensure that the the pop ups associated with the Personal Agent appear on your screen Useful terms to know The Personal Agent uses some terms that may be new to you Take a moment to read through the explanations to familiarize yourself with the following terms Service package Your service provider or system administrator assigns a service package with pre defined features and options for you Some features are only available to you if they are listed in your service package For example your service package defines how many entries in the list of Friends you can have how many callers you can have join in on an audio conference and whethe
85. k 3 Select a contact or contacts from the Select column or click Select all to select all contacts to include in the condition 4 Click OK to accept the selected contacts or Cancel to quit this window The Step 2 Conditions window appears with the conditions you specified from your personal address book listed in the Route details window Z Personal agent Microsoft Internet Explorer provided by Nortel Networks Not available Not available Not available Not available Not available Not available Not available Not available Select all Cancel 5 To edit the condition click the link in the Route details window 6 Continue to specify conditions or click Next to go to the next step Specifying users from the global address book To specify a user or more than one user from the global address book if enabled as a condition NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 115 1 Click the link THESE PEOPLE The global address book window appears al Select a field gt PC Search 2 Enter a search criteria in the Search for field to select a user or group of users from the global address book The result of your search appears in the window below E Personal agent Microsoft Internet Explorer provided by Nortel Networks Last name First name Not available Not available Not avail
86. l 48 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt PIN submenu option The Unified Communications Change PIN page appears gt gt gt 5 gt gt u1019 ds4sanity1 com 3 u1019 no_adv_scr vuvvuvvvvvvvvvvvvvvuvvVuVvyY Preferences gs z H E Personal Unified Communications Change PIN 200x Fi Services Service package Your PIN expires Fri May 20 17 59 39 CDT 2005 Presence New PIN H Unified Communications p Overview Confirm PIN Greetings Set active greeting save Reset Greeting settings PIN Email preferences Auto identification Message storage Meet Me Call park Enter a new PIN for accessing your mailbox Enter the new PIN again in the Confirm PIN box 4 When complete click Save to save your changes If you make changes and decide not to save them click Reset When you do the page is refreshed to the original information Setting your email preferences To change the email delivery options of your voicemail messages NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 49 1 Click the Preferences gt Services gt Unified Communications gt Greetings gt Email preferences submenu option The Unified Communications Email Preferences page appears 5 D gt gt gt gt gt A u1019 ds4sanity1 com fa y By amp E3 Rs u1019 no_
87. l address book is a key tool for managing addresses You can save your addresses for quick call Click to call access as well as organize addresses into groups Your personal address book is synchronized across all your network access devices If you make a change in your personal address book on the Personal Agent the change automatically appears on your other network access devices for example your Multimedia PC Client Multimedia Web Client and or your Nortel IP Phone 2002 or 2004 Friends Within your personal address book you can designate entries as Friends People that you contact frequently are good candidates as Friends If you have marked an address book entry as a Friend then you can see the online presence status for that entry in the Multimedia PC Client Multimedia Web Client or Nortel IP Phone 2002 or 2004 Note The ability to designate entries as Friends is a feature of the Presence service and is dependent upon your service package If your service package does not support the Presence service then you cannot designate entries as Friends Personal Agent User Guide Preliminary Nortel Networks Confidential 6 Chapter 1 Getting started with the Personal Agent Presence Presence a service on the Multimedia PC Client Multimedia Web Client or Nortel IP Phone 2002 or 2004 that allows you to see the online status of other users on your network and also a way to alert others to your status Automatic prese
88. ld This field is case sensitive for the entire string All other fields are case insensitive for the entire string Personal Agent User Guide Preliminary Nortel Networks Confidential 134 Understanding Address Book Search Criteria Personal Address Book search criteria The following table provides a detailed description of the Personal Address Book search criteria Field Example search criteria Results Nickname nick Returns entries ending with nick and starting with anything appends nick Same as nick nick Finds anything that starts with nick appends nick Same as nick Name name Returns anything starting with first name and starting with last name appends to both name Same as name name Returns anything that has first name or last name that contains name appends at end name Same as name firstname lastname Returns anything starting with last name and starting with first name appends to both firstname lastname Same as firstname lastname firstname lastname Same as firstname lastname firstname lastname Same as firstname lastname lastname firstname Returns anything starting with last name and starting with first name appends to both lastname firstname Same as lastname firstname lastname firstname lastname firstname Same as lastname firstname Same as las
89. lete to delete the contact Copy to copy the information or Cancel to return to the previous screen NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 73 5 Click Back to return to your personal address book Deleting a contact To select a contact or a number of contacts to delete 1 Enter a checkmark in the checkbox in the Select column next to the contact or number of contacts you wish to delete Click the a Delete icon on the personal address book page 3 Click OK when you are prompted to confirm the deletion The contact is deleted from your personal address book that is dynamically synchronized with the Multimedia Web Client the Multimedia PC Client and the Nortel IP Phones 2002 and 2004 Adding a new group Before you begin adding contacts to your personal address book you will want to create a group for the contact to belong to For example you can create a group called Work for your office contacts another called Personal for your personal contacts in another and so on To add_a new group 1 From the personal address book click the Fa Groups icon The Groups page appears eho gd jill any company com x Jill Brown vuvvvvvvvvvy Groups Enter new group name Team Group Colleagues Rename Delete Personal Agent User Guide Preliminary Nortel Networks Confidential 74 Chapter 3 Cre
90. llow others to monitor your status by indicating when your PC is inactive or when you are on the phone e designate an address book contact as a Friend in order to see that person s presence The number of friends is determined by the service provider e prohibit a contact in your domain from viewing your online presence status Video receive and transmit video calls Advanced screening define routes that affect how your calls and instant messages are received A route allows you to specify locations that will ring simultaneously or sequentially when you receive a call A route can be defined to only affect specific calls and or Instant Messages based on a set of conditions selected by the user for example the time of day you receive the call and or who is calling QoS set the following Quality of Service QoS parameters e QoS DiffServ code for signaling e QoS DiffServ code for audio e QoS DiffServ code for video e QoS 802 1p service priority Converged desktop use your Multimedia PC Client to access multimedia services while using your existing telephony system for voice For more information refer to the MCS 5200 Feature Description Guide Personal Agent User Guide Preliminary Nortel Networks Confidential 40 Chapter 2 Managing your preferences If this Service Package option is enabled Then you have the ability to Device Access Restrictions have full or restricted ac
91. me 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 Personal Agent User Guide Preliminary Nortel Networks Confidential 138 Understanding Address Book Search Criteria NN10039 113 Preliminary Nortel Networks Confidential 139 Index Numbers 200x option 29 A acronyms viii address definition 4 SIP address 4 advanced screening parameter 23 assistant console 40 assistant support 40 Assisted user 107 audience vii automatic presence definition 6 inactivity timer option 44 modifying options 43 report when inactive option 44 report when on the phone option 44 banned watcher s list 42 C Call Waiting Disable 40 Calling Line ID Restriction 40 Calling Line Identification 54 card view personal address book 59 viewing contacts 65 Click to Call 5 description 97 from global address book 105 from personal address book 102 initiating a call 98 contact information business phone field 18 cell phone field 19 email field 18 fax field 19 first name field 18 home phone field 19 last name field 18 locale field 19 modifying 18 pager field 19 time zone field 19 contacts initiating a call personal address book 64 search criteria personal address book 61 searching personal address book 61
92. n menu Click the Personal submenu item The following submenu items appear e Contact info e Password e Picture e My Times Tip The information you enter in the Contact info and My Times submenu items is used when setting up routes for your incoming calls See Using the Personal Agent Route Wizard on page 107 for complete information on setting up routes Personal Agent User Guide Preliminary Nortel Networks Confidential 18 Chapter 2 Managing your preferences Modifying your contact information To modify your contact information 1 Click the Preferences gt Personal gt Contact info submenu item The Contact info page appears allowing you to view or update your contact information stole File Edit View Favorites Tools Help Back Address fa http 47 104 12 182 pafcontralfdisplayServlet pa_page con 7 Pao inks j J G Preferences 5 Personal Contact info Password Picture My Times 200x Services jill any company com Xx Jill Brown gt vuvvvvvyuvveuns Contact info First name Jill Last name Brown email jill any company com Business phone 555 1212 Home phone fa44 2323 0 Cell phone 333 4545 ss Pager es Fax y yO Timezone Central Standard Time l Locale Enin a ne From this page you can view your first name last name and alias as entered by your service provide
93. n the appropriate checkbox 2 Conditions filtering of conditions respective to the call originator and the time of day that must apply before the Actions in Step 3 can take place 3 Actions what action or actions are performed when a call is received Actions are defined with respect to the services enabled in your service package 4 Exceptions what are the exceptions to the filtering conditions defined in Step 2 Finish name of the route and whether the route should be active or not and saved or not Navigating the Route wizard When you have entered the required data for each step click e Next to go to the next step e Back to change your decision e Cancel to cancel the creation or modify the route e Finish to complete a step e Save to save the route Personal Agent User Guide Preliminary Nortel Networks Confidential 110 Chapter 6 Using the Personal Agent Route Wizard Using the Personal Agent Route wizard To create routes using the Personal Agent Route wizard 1 Click the Route icon from the Personal Agent Quick Start page or from the top navigation menu The first time you use the Route Wizard the List of Routes page appears with a default permanent route checked and greyed out john any company com John Doe List of routes Apply routes in the following order T Tell Work Team call me at home I Default route Prove up Route details NN10
94. nce a service on the Multimedia PC Client Multimedia Web Client or Nortel IP Phone 2002 or 2004 that allows you to set the system to automatically alert others when you are away from your PC or on the telephone Note The ability to configure automatic presence notifications on the Personal Agent is dependent upon your service package If your service package does not support automatic presence then you will not be able to use the automatic presence feature e Presence Indicators You can determine the status of anyone registered in the system by querying the Personal Agent s global address list This feature is extremely helpful when sending instant messages or after unanswered calls The following table lists the Presence states Presence Indicator Status Description Active available The user is active on their computer This is an wo auto presence enabled state and is shown on the user s behalf Active on the The user is active on a call on one of their clients phone This is an auto presence enabled state and is shown on the user s behalf Connected The user is registered on the network Connected The user has not used their computer for a period inactive of time The idle timer is able to be configured by D the user under the Preferences gt Services gt Auto Presence option NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal
95. nes Cindy Jones Cindy available Call Not CT Lane Joe Lane Joe avsilable Call m a Lee Kevin Lee Kevin Colleaques Call NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 77 In Card view the contact you designated as a Friend appears with the Friend icon next to the contact name ahs amp BO jill any company com x Jill Brown vuvuvvvvvvvs mM SEARCH Personal address book z oe a aay FOR Select an address book z Search New Delete Groups List view Card view im Chris Burns Burns Chris le O SIP address chris any company com di Group Customers S Pat Cook Cook Pat r im i SIP address pat any company com John Doe Doe John SIP address john any company com m a senate 3 To delete a contact as a Friend uncheck the checkmark next to the Friend icon in the contact details page List view or Card view and click Save Tip You can also use the Multimedia PC Client Multimedia Web Client Nortel IP Phone 2002 or Nortel IP Phone 2004 to see whether or not a Friend is online Using the global address book Note If your system administrator has disabled the global address book for your domain you will not see the option to select the global address book in the SEARCH dropdown menu Your global address book is a directory
96. ng call To specify an ordered list for your incoming calls 1 Select the option to ring your devices in an ordered list vuvuvvvvvvvvvvvvvy gt gt i john any company com a amp By KJ Qs John Doe x Route Wizard Step 3 Actions Select what actions you would like to perform Ring my devices in the following ordered lists IV Ring THESE NUMBERS first in my list I Ring THESE NUMBERS second in my list C Rejection MESSAGE PSTN callers receive busy tone Request an email PSTN callers receive busy tone gt Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home i Note The options that will be available to the user in this window will vary based on the service provider package selected by your service provider Note The number of ordered lists grows depending on the Advanced Screening service parameters in your service package If you have Voicemail enabled in your service package there will be an additional option for If no answer then send to voicemail when creating an ordered list If you do not have Voicemail enabled then the Personal Agent Route Wizard does not create a route that terminates a call to voice mail However if Voicemail is enabled and the Advanced Screening service is not assigned to your service package then only the default route is available
97. ng the settings of Nortel IP Phones 2002 and 2004 If you work in a number of locations and often log into several Nortel IP Phones 2002 and 2004 you can use the 200x option to check your login status and log yourself out from an active phone To check the login status of an Nortel IP Phone 2002 or 2004 1 Click the Preferences gt 200x gt Logout submenu item The Logout page appears Personal Agent User Guide Preliminary Nortel Networks Confidential 36 Chapter 2 Managing your preferences 2 Look for the Nortel IP Phone 2002 or 2004 that you are logged into based on the Device Label MAC address or Users a a p 6 3 Eee arenas Logout Ge 200x Subjects og Reasons pees Ss e30 006038761a3 john any company com Log mer out Personslzed presence carmen any company com Logout Services Tip The 200x option lists a separate entry for each phone you are logged into 3 Click the Log Me Out link for the Nortel IP Phone 2002 or 2004 you want to log out of Click OK at the confirmation message Viewing and modifying your available services To view or modify the list of services that you are currently subscribed to click the Preferences icon on the Quick Start page or from the top navigation menu Click the Services menu item The following submenu items appear e Service package shows the list of services assigned to you by your service provider or system administrator e Presence allows you
98. nknown or anonymous Personal Agent User Guide Preliminary Nortel Networks Confidential 56 Chapter 2 Managing your preferences NN10039 113 Preliminary Nortel Networks Confidential 57 Chapter 3 Creating and maintaining your directories The Directory icon is available from the Personal Agent Quick Start landing or top navigation menu It allows you to e create and maintain a personal address book of your personal contacts and groups of contacts e access a global address book of all users in your domain if enabled in your system e calla contact from your personal or global address book e access details about a contact including their presence status on the system Topics in this section include e Understanding Personal Agent address books on page 57 e Using your personal address book on page 58 e Managing your contacts in your personal address book on page 68 e Using the global address book on page 77 Note If your system administrator has disabled the global address book for your domain you will not see the option to select the global address book in the SEARCH dropdown menu Understanding Personal Agent address books The following address books are available in the Personal Agent e personal address book contains contact information set up by you Personal Agent User Guide Preliminary Nortel Networks Confidential 58 Chapter 3 Creating and mainta
99. ns are only available when you are subscribed to the Converged desktop or Voice Mail services respectively Specifying ordered lists The Personal Agent allows you to set up how and where you want your incoming calls to ring by using ordered lists An ordered list is a group of SIP addresses or phone numbers associated with your user name the name you register under in your organization s or service provider s user database The basic purpose of an ordered list is to enable your incoming calls to follow you if you are not at your desk or primary device location Using ordered lists you can specify the sequence of phone numbers to ring first second and so on You can then specify how many times the phone in each list should ring Finally you can specify whether or not the incoming call should go to voice mail if you are subscribed to and provisioned for voice mail Tip The maximum number of ordered lists and phone numbers in each list is restricted by your service package Your calls are routed differently based on who is calling you Based on your ordered lists incoming calls can be forwarded or routed to any number of devices or clients You can push a web page in response to an incoming call as well as send a response in the form of an instant message NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 125 Specifying an ordered list for an incomi
100. nue to specify conditions or click Next to go to the next step Specifying Day Time ranges 1 To specify the days and times ranges for the condition to apply 2 Click the SPECIFIC DAY TIME RANGK S link The My Times page appears Tip For complete information on setting up My Times Day Times ranges see Setting up My Times date and time ranges on page 23 Personal Agent User Guide Preliminary Nortel Networks Confidential 122 Chapter 6 Using the Personal Agent Route Wizard 3 Select a previously defined day and time range for example My Office Hours 2 Personal agent Microsoft Internet Explorer provided by Nortel Networks x My Times Select one or more day time range as a condition for this route or highlight a day time range to modify copy rename or delete Add iv 5 Modify I Nights and Weekends Copy Rename Delete _fizti 2 3 a s 6 7 elo iofii1 121 2 3 4 5 6 zalo 10 11 All times are in timezone Central Standard Time View the graphic display of highlighted My Times 4 Use the buttons to create new My Times Day Time ranges or manage existing My Time Day Time ranges NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 123 5 Click Save to accept selected My Times or Cancel to quit this window The Step 2 Conditions window appears with the My Times conditions you specified listed in the Route
101. om the global address book To initiate a call from your global address book if enabled 1 Locate the user in the global address book jolin any company com John Doe tien alalalaln a BE ajal 2 Click the Call link in the Call column List view or the phone number or SIP address link Card view for the contact in the global address book The Click to Call window appears TY Benen aie ote arate Click to Call This feature connects both parties at the selected devices Ring me at My client J john any company com Make Call To cient fjieany company com Call 3 Complete the following actions for Ring me at Personal Agent User Guide Preliminary Nortel Networks Confidential 106 Chapter 5 Using Click to call to make calls a Device select a device from the drop down list that you wish to initiate the call from b Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for calling the user in your global address book 4 Complete the following actions for Make Call To a Device select a device from the drop down list that you wish to initiate the call to b Phone or Address enter a new number or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the user in your global address book
102. on or Cancel to return to the previous screen 5 Click Back to return to your personal address book Editing a contact Card view To edit details about a contact Card view in your personal address book 1 Select the contact that you want to edit from Card view Personal Agent User Guide Preliminary Nortel Networks Confidential 72 Chapter 3 Creating and maintaining your directories 2 On the contact details page that appears click Edit in the Edit column ahs amp BO jill any company com x Jill Brown gt vueuvuvvvvvvvs SEARCH Personal address book z ae g eu FOR Select an address book z po Search List view Card view Select Picture Details Edit New Delete Groups Susan Babar Babar Susan Edit o SIP address susan any company com 2 Chris Burns Burns Chris ie SIP address chris any company com Edit Group Customers Pat Cook Cook Pat io SIP address pat any company com F Email address pat any company com Edit Business phone 555 1212 ai jill any company com x Jill Brown gt vuvvuvvyrvvuvvea First name fat Last name Cook Nickname Cook Pat SIP address Jpat any company com Email address pat any company com _ Business phone 555 1212 o Home phone bee Mobile Pager pae Fax SSS Friend 9 Z Group Colleagues z E E r J cance 4 Click Save to save the changes De
103. onditions that you specified in Step 2 Conditions The method for specifying exceptions is consistent with the method for specifying conditions See Step 2 Specifying conditions on page 112 for information on specifying conditions NN10039 113 Preliminary Nortel Networks Confidential Chapter 6 Using the Personal Agent Route Wizard 131 5 p gt 2 2 2 fa y john any company com 3 John Doe Route Wizard Step 4 Exceptions Select when this route should not apply From THESE PEOPLE in my Personal Address Book 7 From THESE PEOPLE in my Global Address List From THESE GROUPS in my Directory 7 From THESE TELEPHONE NUMBER S I From anonymous Route details click on a link to edit When a call is received during THESE TIME BLOCK GROUPS request an email cancer H lt poci es rinish The following links are available as exceptions e THESE PEOPLE in your personal address book e THESE PEOPLE in the global address book if enabled in your domain e THESE GROUPS in your directory e THESE TELEPHONE NUMBER S e From anonymous e Received in Unavailable Busy _ Tip The SPECIFIC DAY TIME RANGE S link is not available as an exception The Received from Unavailable Busy parameter is only available if you have Presence Based Routing enabled in your service package To edit the condition click the link in the Route details window To go to the next s
104. ormation Required fields are indicated with an asterisk Tip MCS supports the plus format as an international number designator when placed in the first position of a Directory Number DN or alias 3 Click in the checkbox next to the Friend icon to designate a personal address book contact as one of your Friends Select a group for the contact using the Group drop down list Click Save to save this contact to your personal address book and close the window or Cancel to return to your personal address book Personal Agent User Guide Preliminary Nortel Networks Confidential 70 Chapter 3 Creating and maintaining your directories Editing a contact There may be times when you wish to modify information about a contact in your address book Editing a contact List view To edit details about a contact List view in your personal address book 1 Select and click the contact that you want to edit from the List View jill any company com x Jill Brown ae a New Delete Groups SEARCH Personal address book z FOR Select an address book z Search List view Card view ect Not r Babar Susan Babar Susan available S2 O w Burns Chris Burns Chris Customers Call Not r Cook Pat Cook Pat available _ Sa Not oO Doe John Doe John available Sal m Gonzalez Don Gonzalez Don Family Call C Henderson Peter Henderson Peter N
105. ot Call available 3 Not Jones Cindy i E Jones Cind Jones Cindy available _ ll Not D Lane Joe Lane Joe available S2 Di Lan Konin E ESIE D E k Pat Cook Cook Pat jill any company com Xx Jill Brown Unavailable Offline SIP address pat any company com NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 71 3 Enter or revise the contact information including Friend or Group selections aehesaece jill any company com Jill Brown x vvuvvvvvvvvvvvvvy First name Pat t lt is Last name cook Nickname JcookPat SIP address Jpat any company com Email address Jpat any company com Business phone 299 555 1212 Home phone 299 855 6666 Mobile 299 333 4444 Pager 299 233 2333 0 Fax 299 388 4748 Friend gt V Group Customers z ST ST Tr err x Preferred audio device Note As a Converged desktop user when you create a new route you must ensure that the entire contact information is populated in the contact details window You must especially ensure that the preferred audio device PAD number is populated in the window The PAD number is usually your business phone number but it could also be your home phone or mobile number 4 Click Save to save the changes Delete to delete the contact Copy to copy the informati
106. our contacts To sort your contacts click a column name for example Friend Nickname Last name First name or Group Click the column name again to sort in reverse Note You may have to sort users each time you open the global address book NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 61 Searching for a contact To search for a contact 1 Select Personal address book from the drop down menu list next to the SEARCH field 2 Selecta field to search on as described in the following table Field Search criteria Nickname An alternate name assigned to a subscriber For example you may assign the nickname manager for the person you work for Name e First name and last name of the contact For example searching for the contact with the Name of Smith displays contacts with the first name Smith and contacts with the last name Smith e Both first and last name of the contact For example the string John Smith returns contacts with the first name John and the last name Smith The search string Smith John also returns the same contacts e Name matching continuation For example entering a y returns all contacts starting with the letter Y Last name Last name of the contact First name First name of the contact Phone number Telephone number of the contact SIP address The SIP address of the contact on the IP network It has th
107. page 15 e Using the online help on page 15 e Starting the Multimedia Web Client on page 16 What is the Personal Agent The Personal Agent is a powerful tool that allows you to more effectively manage your services and communication preferences on your system The Personal Agent is your own communications concierge ensuring that your calls are delivered wherever and whenever you would like Personal Agent User Guide Preliminary Nortel Networks Confidential 2 Chapter 1 Getting started with the Personal Agent Personal Agent services and features The Personal Agent solves the problem of having a different contact number for your office phone home phone mobile phone and other communications devices Using the Personal Agent you can direct incoming calls to ring all of these devices at the same time or in a sequence Personal Agent features allow you to e define how your incoming calls will be treated e view and customize your personal information and services including viewing the presence of another user in your domain e manage track and maintain key contact information e establish a call between you and another contact e start the Multimedia Web Client from the Personal Agent e share files with other Personal Agent users or Multimedia Web Client users Before you begin You need the following items to start using the Personal Agent e the URL to access the Personal Agent e user name and p
108. r or system administrator You can enter or modify your email address business home cell pager and fax phone numbers You can also modify your timezone and locale This field Shows 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 Alias an alias if provisioned that associates a PSTN phone number with your username viewable field only Email your email address for example tsmith acme com Business phone __ your business telephone number NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 19 This field Shows 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 ees You need to logout and login again for changes to take Complete the fields on the page Click Save The message Personal information updated successfully appears at the top of the Contact Info page indicating that your changes are applied Changing your password When you change your password your password changes across all MCS clients Multimedia PC Client Multimedia Web Client Personal Agent and
109. r the Multimedia PC Client or Multimedia Web Client is running when you use the Click to call icon to call another user If your MCS client is not running you cannot connect to the calling party using this icon Topics in this section include e Using the Click to call icon on page 98 e Using Click to call from your personal address book on page 102 e Using Click to call from the global address book on page 105 Personal Agent User Guide Preliminary Nortel Networks Confidential 98 Chapter 5 Using Click to call to make calls Using the Click to call icon To initiate a call using the Click to call icon 1 Access the Personal Agent Quick Start page john any company com John Doe Click to call icons Routes Preferences Define call screenjrig and By Modify personal informatio routing behavio and services i Call logs A Personal and global 3 Access incoming and ooks outgoing call logs lick to call Multimedia web client Establish a call between you and another person Launch multimedia web clit Help Read on line documentation NN10039 113 Preliminary Nortel Networks Confidential Chapter 5 Using Click to call to make calls 99 2 Click the Call icon from the top navigation menu or the Click to call link on the Quick Start page The Click to Call page appears ae ae ee os A o F wi ae f Hea he A v i E gt 4 i LF f 7 7
110. r you have voice mail enabled Address When a procedure instructs you to enter an address it means entering either a telephone number or a Session Initiation Protocol SIP address A SIP address is a unique identifier of users on the IP network It has the same format as an email address for example jdoe lab1 org but it is not an email address The network can identify where you are and route your calls by tracking your SIP address when you sign in to any MCS client Multimedia PC Client or Multimedia Web Client or Nortel IP Phone 2002 or 2004 In order to make it easier to place calls you can store addresses SIP addresses or telephone numbers in your personal address book NN10039 113 Preliminary Nortel Networks Confidential Chapter 1 Getting started with the Personal Agent 5 Click to call The Click to call feature allows you to initiate a call from any device for example a Public Switched Telephone Network PSTN phone or registered Multimedia Communication Portfolio MCP SIP client to a specified number Global address book Your global address book is a list of all users in your domain This list if enabled in your domain is maintained by your service provider or system administrator Using the Personal Agent you can search for a Username UserID Name First name Last name or phone number You can initiate a call by clicking on an entry in your global address book Personal address book Your persona
111. ration http 47 124 142 15 pa collab conference domain raleigh techtrial com amp submit 248E200 Chairperson Web Collaboration Access A collaboration session has not been started PIN used to identify vourself as the 2 View the specific details of your conference information including e Dial In Number e Access Code e Collaboration URL static used by participants to join a future or current web collaboration conference This URL is provided to participants that may be calling in from a location where they do not have access to the Multimedia PC Client or Multimedia Web Client but do have access to a web browser e URL dynamic for the Chairperson s web collaboration access appears once the collaboration session is activated This URL is provided to participants who are using a non multimedia phone set to start the conference but are using a PC with a browser to participate in the conference NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 53 For more information on using the MCS Web Collaboration Service see the MCS Feature Description Guide Note Contact your service provider or system administrator to request any changes to the conference phone number s conference access code or static conference URL e Chairperson PIN To change the Chairperson PIN enter a number between 4 and 10 digits long e A checkbox to indicate whether or not
112. rtel Networks Confidential 130 Chapter 6 Using the Personal Agent Route Wizard Specifying an email request To specify an email request when you receive an incoming call select the option to request an email PSTN callers will receive a busy tone With this option the caller is asked to send an email to the email address of the user that they called An email window opens up with the email address field autofilled with the address of the person requesting an email The phone never rings 3 Personal agent Microsoft Internet Explorer provided by Nortel Networks File Edit View Favorites Tools Help Ea 2 p gt gt fa D amp john any company com EJ John Doe Route Wizard Step 3 Actions Select what actions you would like to perform C Ring my devices in the following ordered lists 7 Ring THESE NUMBERS first in my list C Rejection MESSAGE PSTN callers receive busy tone Request an email PSTN callers receive busy tone during THESE TIME BLOCK GROUPS request an email Route details click on a link to edit When a call is received during THESE TIME BLOCK GROUPS request an email cancel ff ere Nov er Step 4 Exceptions Note If your system administrator has disabled the global address book for your domain you do not have the option to select a user or users from the global address book in Step 4 Step 4 of the route wizard allows you to specify exceptions to the c
113. s to handle incoming calls from an anonymous caller e reject the incoming call without specifying a reason e reject the call and specify a reason for the rejection e send the call to voice mail if enabled in your service package e specify the call to be sent to a particular phone number For information on setting up the actions for an incoming anonymous call refer to Specifying an ordered list for an incoming call on page 125 and Specifying a rejection message on page 127 To specify an anonymous caller condition Personal Agent User Guide Preliminary Nortel Networks Confidential 120 Chapter 6 Using the Personal Agent Route Wizard 1 Select the Received in Unavailable Busy option in the Step 2 Conditions window gt gt gt gt gt fa john any company com K3 John Doe vvuvvvvvvvvuvvvvvvvv Route Wizard Step 2 Conditions Select how you would like to filter calls received IV From THESE GROUPS in my Directory 7 From THESE TELEPHONE NUMBER S I From anonymous IV Received in Unavailable Busy I Received in SPECIFIC DAY TIME RANGE S Route details click on a link to edit When a call is received from Work Team respond with the instant message Call me at home mre merere Next gt Finish E i 2 Continue to specify conditions or click Next to go to the next step Specifying a condition for Unavailable Busy You can set up the following
114. ss phone Home phone Mobile click to initiate a call through the Click to Call page Click to Call This feature connects both parties at the selected devices Ring me at My client z jill any company com Make Call To Client chris any company com See Chapter 5 Using Click to call to make calls on page 97 for complete information on using Click to call Managing your contacts in your personal address book Your personal address book helps you manage track and access information about all of your key contacts NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 69 Adding a contact to your personal address book Note The maximum number of contacts that you can add to your personal address book is dependent on your Service Package To add a contact to your personal address book 1 Click the uo New icon on the Personal Address book page The Add new entry page appears eae So oSO jill any company com Xx Jill Brown vuvvuvvvyvvuvs First name Lastname gt sst s s S Nickname e SIP address Email address s lt Cis CS S Business phone i Home phone a Mobile Paser o Fax Friend Group No Group z save Friend checkbox Group dropdown list Customers No Group 2 Complete the fields with your contact s personal inf
115. st submenu item The Watch List page appears a S A 6 d jill any company com x K3 Bs Jill Brown om Pref Em Perscoa Banned watchers 200x El Services No entries found Service package H Presence Watchers Banned watchers Enter user to ban tina any company com Auto presence If a domain is not specified your domain will be used Meet Me 2 Enter the SIP address of the person you want to ban NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 43 3 Click Save The person you added to the Watch List can still call you but they can no longer see your online status The name now appears in a list of banned users jill any company com x Jill Brown Preferences Personal Banned watchers 200x Ei Services Party added to ban list Service package El G Presence Watchers Banned user Delete tina any company com Delete Banned watchers Auto presence Meet Me Enter user to ban Call park If a domain is not specified your domain will be used 4 To delete a user from your Watch List click the link Delete next to Banned User Click OK at the confirmation message The party is removed from the ban list Modifying your Automatic presence service If you have the Automatic presence service enabled in your service package you can automatically let other users in your domain know whether
116. started with the Personal Agent 000ee cece ee eeee 1 Whatis the Personal AGG accccce0scaec vere sider eeeereeatoedararaarins 1 Personal Agent services and features 0 00 eee 2 Belore you begi 2 cckiceeeia teens deka Gate ERe ben iaa eae Eo keratani 2 Minimum hardware and software requirements 000 cece eee eee 3 Recommended hardware and software requirements 00 e0e 3 Usoni Otis 1G KNOW oi ccjareseee eh aed ee attest EOE CANNES OME REET SES BER 4 SENCE PUERTOS ipsis ote eros dh ei eee kd daa heehee bree dee 4 AGES ci veetiseterde Seabee bar Aripa eee ee Med ede e se Dae Bes SHS 4 PICK IOGAl lt 2 ca wee chaser ci Rh aban a RPL GARR Crees mes Sa eRE ee 5 Global address DOOK ac ccdsudGadenteeeaeek ooes ERRATEN ASTA h one Ri 5 Personal address DOOK oc cccc ced edeto esd eens eaouee Poke tiee eee ee ou 5 FURS rac 86 cure obese eee ede E ap ke ees eek ND 5 dc E eee toe ere ee een eee ee eee eer T er 6 er Reo ee a ee nr ee a ee re ee ee ree ee z Personal Agent Carrier Intelligent Network service 0000 cee eee eeae Fi Accessing the Personal Agent for the first time 0 0 c eee eee eee 8 Logging in to the Personal Agent s issssrsssririsssisersrsrisreririorsises 10 Understanding the Personal Agent interface 0000 ee ee 13 Navigating the Personal Agent Quick Start landing page 14 Exiting the Personal Agent c c65 cc eis be isc eb eet eeseeebssdbiw
117. tep click Next Personal Agent User Guide Preliminary Nortel Networks Confidential 132 Chapter 6 Using the Personal Agent Route Wizard Step 5 Finish Before you complete the final step in setting up your route it is recommended that you view all the route details to ensure that you are satisfied with the conditions actions and exceptions If the route is complete you can now name the route and set the route to active 1 haiei a a name for the route in the text box vuvvvvvvvvvvvvvvvv Ya john any company com o John Doe Route Wizard Step 5 Finish Complete this route by providing a name vacation M Make route active Route details click on a link to edit When a call is received from THESE PEOPLE in my Personal Address Book or from THESE TELEPHONE NUMBERS reject it with the message on vacation except if from anonymous cancelas PTT ROE fasau a zi 2 Select the Make this route active checkbox 3 Click Save to save the route information and activate the route Incoming calls will now be processed according to your active route s NN10039 113 Preliminary Nortel Networks Confidential 133 Appendix A Understanding Address Book Search Criteria Topics in this section include e Personal Address Book search criteria on page 134 e Global Address Book search criteria on page 136 Note The only field that is case sensitive is the phone number fie
118. tname firstname lastname firstname Returns entries starting with last name and containing firstname in the firstname appends to the firstname lastname firstname Same as lastname firstname NN10039 113 Preliminary Nortel Networks Confidential Understanding Address Book Search Criteria 135 Field Example search criteria Results lastname firstname Returns entries containing last name and starting with firstname appends to the firstname lastname firstname Same as lastname firstname Last name lastname Returns entries containing lastname appends lastname Same as lastname lastname Returns entries starting with lastname lastname Same as lastname First Name firstname Returns entries containing firstname appends firstname Same as firstname firstname Returns entries starting with firstname firstname same as firstname Phone Number phoneNumber Returns entries starting with phoneNumber appends phoneNumber Same as phoneNumber SIP Address sipAddress Returns entries containing sipAddress sipAddress Same as sipAddress sipAddress Returns entries starting with sipAddress sipAddress Same as sipAddress Friends Rules similar to the last name and first name search apply to this search criteria but the search is carried out for the string wit
119. to confirm that you want to delete the My Times option or Cancel to return to the My Times page NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 29 Modifying your Nortel IP Phones 2002 and 2004 To set up or modify your Nortel IP Phones 2002 and 2004 preferences click the Preferences icon on the Quick Start page or from the top navigation menu Click the 200x menu item The following submenu items appear Subjects Reasons Personalized presence Logout Creating a subject list for your Nortel IP Phones 2002 and 2004 calls On the Nortel IP Phones 2002 and 2004 you can select from a list of subjects when you place an outgoing call The subject appears on the Nortel IP Phones 2002 and 2004 as well as other registered SIP clients of the person you are calling to alert them as to why you are calling To create a new subject in the list 1 Click the Preferences gt 200x gt Subjects submenu item The Subjects page appears mS 6B O jill any company com x Jill Brown G Preferences i Personal Contact info Password Picture My Times Elta 200x Subjects Reasons Personalized presence Logout Services Subjects New Subject m Current Subjects Remove Press Save to save your changes Personal Agent User Guide Preliminary Nortel Networks Confidential 30 Chapter 2 Managing your preferences 2 Enter the text o
120. to see the online status of other users on the network and also provides a way to let others know your status e Watchers shows a list of users that are currently watching your presence information e Banned watchers shows a list of users that you have blocked from subscribing to your presence information by selecting the Ban option button e Auto presence shows settings to automatically alert others when you are away from your PC or on the telephone NN10039 113 Preliminary Nortel Networks Confidential Chapter 2 Managing your preferences 37 Unified Communications allows you to access multimedia messaging services Meet Me provides you with your conferencing bridge information Call Park allows you to e select whether or not parked calls are returned to you if they are not retrieved auto retrieve e change the time setting that determines how long a parked call waits before it is returned Calling Line ID Restriction blocks your calling line ID information from transmitting when you make a call Tip You may see other menu items depending on your Service Package Please refer to the documentation for those services Viewing your service package information You can view the services that are available to you from the Service Package page However you cannot change any of the service package parameters that you view on this page Note Contact your system administrator to request any changes to your gt
121. umber or registered SIP address if you do not want to use a pre configured telephone number or registered SIP address for the receiving call from the contact in your personal address book Click Call At this point both sides of the call ring The system waits for you to answer and then initiates a second call to the contact in your personal address book Personal Agent User Guide Preliminary Nortel Networks Confidential 94 Chapter 4 Working with call logs Saving contacts from the call log information To save a contact from a call log to your personal address book 1 Click the checkbox beside the name of the contact you want to save from your Inbox or your Outbox e Personal agent Microsoft Internet Explorer provided by Nortel Networks Fie Edit View Favorites Tools Help Back address fa http 47 104 12 182 pa control displayServlet pa _page con 7 Eao inks zij Cel X cindy any company com Cindy Jones ee Add to Delete directory entry Inbox Outbox james liu 11 09 04 3 29 PM james liu 11 01 04 4 48 PM james liu 11 01 04 4 44 PM james any comp james any comp james any comp james liu 11 01 04 4 20 PM james any comp james liu 10 11 04 4 22 PM james any comp gg gg az james liu 10 11 04 3 38 PM james any comp 2 Click the Add to directory icon The Directory page appears wit
122. ur directories 87 jill any company com gt 4 Jill Brown vvuvvvvvvvvvs 2 gt B 7 gt gt m SEARCH Global address book oe a eu FOR Name z cook Search _ New Delete Groups List view Card view Select Picture Details Edit Pat Cook Cook Pat w SIP address pat any company com Email address pat any company com Edit Business phone 555 1212 Group Colleagues Joe Lane Lane Joe dit SIP address joe any company com Adding global address users to your personal address book To select a user to add to your personal address book from the global address book if enabled Card view or List view you must first perform a search in the Global address book Searching for a user on page 82 Personal Agent User Guide Preliminary Nortel Networks Confidential 88 Chapter 3 Creating and maintaining your directories 1 Following the search enter a checkmark in the checkbox in the Select column next to the user or number of users you wish to add gt gt gt J gt jill any company com Xx fa E3 Jill Brown SEARCH Global address book FOR Username z cook Search Add List view Card view Select Picture Details Pat Cook Cook Pat SIP address pat any company com Email address pat any company com Business phone 555 1212 f 2 Click the Add icon to add selected entry
123. w Delete Groups List view Card view Select Jones Cindy Ca t available can 5 Click Return to my address book to access your personal address book Personal Agent User Guide Preliminary Nortel Networks Confidential 84 Chapter 3 Creating and maintaining your directories Viewing details about a user To view details about a user in the global address book if enabled 1 Click on a highlighted user in the Last name First name Office or Home column A page appears listing details about the user including an icon that indicates their presence status on the network jill any company com x Jill Brown gt vvv vuvvvuvvvuv Unavailable Offline Chris Burns Burns Chris w SIP address chris any company com Group Customers Presence indicator 2 Click Close to return to the global address book page or click Add to add this user to your personal address book NN10039 113 Preliminary Nortel Networks Confidential Chapter 3 Creating and maintaining your directories 85 Initiating a call to a global address book user To initiate a call to a user in the global address book if enabled 1 Click the Call link in the Call column to initiate a call to the user in your global address book The Click to Call window pops up simply click the Call button to connect jill any company com 2 Personal agent Microsoft Internet Explorer provided bya Jill Brown
124. you are away from your PC or on the phone To modify your Automatic presence options Personal Agent User Guide Preliminary Nortel Networks Confidential 44 Chapter 2 Managing your preferences 1 Click the Preferences gt Services gt Presence gt Auto presence submenu item The Auto presence page appears meso od O jill any company com gt 4 Jill Brown vuvuvvrvvuvuvuece G Preferences m Personal H S 200x E Services Service package El G Presence Auto presence Presence Inactivity Timer in minutes Report when inactive No z Watchers Banned watchers Auto presence Meet Me Call park Report when on the phone no E No z 2 Select the Report when inactive option and enter a time value in the range of 10 to 600 minutes into the Inactivity Timer in minutes field This value is the number of minutes that must elapse before your status is reported as inactive People who have subscribed to your presence will be alerted to your presence status after the elapsed time Note The Inactivity Timer in minutes option only applies to the MCS client which includes the Multimedia PC Client and the Multimedia Web Client This option does not apply to the Nortel IP Phones 2002 and 2004 3 Select the Report when on the phone option to allow people subscribed to your presence to receive an On the Phone message that appears when you are connected on a call Th

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