Nortel Personal Agent AS 5300 User Manual
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Nortel Personal Agent AS 5300 User Manual

Nortel Personal Agent AS 5300 User Manual

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Nortel AS 5300
Personal Agent User Guide
Nortel AS 5300 Release 1.0
Standard 01.02
NN42040-105
June 2008

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  • Page 1 Nortel AS 5300 Personal Agent User Guide Nortel AS 5300 Release 1.0 Standard 01.02 NN42040-105 June 2008...
  • Page 2 KIND, EITHER EXPRESS OR IMPLIED. The information and/or products described in this document are subject to change without notice. Nortel, the Nortel logo, and the Globemark are trademarks of Nortel Networks. All other trademarks are the property of their respective owners.

  • Page 3: Table Of Contents

    Contents New in this release..........7 Other changes .
  • Page 4 Acknowledging the post-login banner ........20 Navigating the Personal Agent interface ........21 Navigating the Personal Agent Quick Start page .
  • Page 5 Configuring recording time for incoming voicemail messages ....44 Viewing and modifying your Meet Me conferencing details ..... 45 Configuring Calling Line Identification .
  • Page 6 Clearing call log information ..........65 Using your Personal Agent Routes Wizard .

  • Page 7: New In This Release

    New in this release This section describes what’s new in the Nortel AS 5300 Personal Agent User Guide (NN42040-105) for Nortel Application Server (AS) 5300 Release 1.0. Other changes This document is new for AS 5300 Release 1.0. Revision history June 2008 May 2008 NN42040-105...
  • Page 8 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 9: Getting Started

    Getting started This guide describes the Nortel Personal Agent, a feature-rich online IP telephony solution. Use the Personal Agent to view, manage, and configure your services. Chapters include: • “Using your Personal Agent” on page 11 • “Customizing your Personal Agent” on page 25 •...

  • Page 10: Acronyms

    italic text Acronyms This guide uses the following acronyms: Related publications Other publications related to the Personal Agent include: • Nortel AS 5300 Multimedia PC Client User Guide (NN42040-107) How to get help For service issues, contact your local support or Information Services team. NN42040-105 Nortel AS 5300 Release 1.0 Indicates new terms and document titles for reference.

  • Page 11: Using Your Personal Agent

    Using your Personal Agent This chapter describes how to use your Personal Agent. Topics in this section include: • “Understanding your Personal Agent” on page 11 • “Personal Agent services and features” on page 12 • “Before you begin” on page 12 •...

  • Page 12: Personal Agent Services And Features

    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. With the Personal Agent, you can direct incoming calls to ring all of these devices at the same time or in a sequence.

  • Page 13: Minimum Hardware And Software Requirements

    • PC that has the required minimum hardware and software. See hardware and software requirements” on page 13 • Internet access and a connection that meets the minimum transmission-speed requirements. See page 13 Minimum hardware and software requirements Before you begin using the Personal Agent, your PC must have the following hardware and software: •...

  • Page 14: Useful Terms To Know

    • Windows 2000, Windows XP, or Windows NT 4.x with Service Pack 5 (SP5) • 56 kbyte/s modem or other high-speed connection (for example, cable modem, DSL modem, and 10baseT ethernet.) • Internet Explorer 6.0 or Firefox 2.0 (or later) •...

  • Page 15: Address

    Address When an address is required in a procedure, enter either a Session Initiation Protocol (SIP) address or a telephone number. A SIP address is a unique identifier of users on the IP network. The SIP address has the same format as an e-mail address, for example, jdoe@lab1.org, but it is not an e-mail address.

  • Page 16: Presence

    Presence The following terms describe the presence feature: • Presence: a service on the Multimedia PC Client, or IP Phone that indicates the online status of you and other users on your network. • Automatic presence: a service on the Multimedia PC Client, or IP Phone that you configure to make the system automatically alert others when you are away from your PC or on the telephone.

  • Page 17: Accessing The Personal Agent For The First Time

    The following table describes the different Presence states: Presence Indicator Accessing the Personal Agent for the first time To access the Personal Agent for the first time: Start your Web browser. Enter the Personal Agent URL in your Web browser. NN42040-105 Status Description...

  • Page 18: Personal Agent Log On

    The Personal Agent URL is provided by your service provider. For example, http://<PA_IP>/pa. Also, if you enter the http address of Personal Agent, the browser is redirected automatically to an https address. Press Enter. The Personal Agent Login page appears. Personal Agent log on You must log on to the Personal Agent before you can perform any of the functions available.

  • Page 19: Logging On To The Personal Agent

    When timing or logging out of the Personal Agent, you see the pre-login banner instead of the login screen. Note: You cannot access Personal Agent functionality unless you acknowledge the pre-login banner. The pre-login banner is presented only if the system administrator configures it. Note: When you access the Personal Agent through the Multimedia PC Client or Provisioning Client, you do not see the pre-login or post-login banners.

  • Page 20: Acknowledging The Post-Login Banner

    Acknowledging the post-login banner After successfully logging on to the Personal Agent, a post-login banner appears, if configured by your system administrator. Otherwise, the quick start page displays. You cannot access any Personal Agent functions until you acknowledge the post-login banner by selecting the check box and clicking on the Continue button.

  • Page 21: Navigating The Personal Agent Interface

    Navigating the Personal Agent interface The Personal Agent Quick Start page is where you access the services and features of the Personal Agent. NN42040-105 Personal Agent User Guide...

  • Page 22: Navigating The Personal Agent Quick Start Page

    Navigating the Personal Agent Quick Start page The icons and links on the Quick Start page and the top navigation menu buttons provide the interface to the Personal Agent and features described in the following table. Service/Feature NN42040-105 Nortel AS 5300 Release 1.0 Description Access the Quick Start page, from which you access the Personal Agent services and features...

  • Page 23: Exiting The Personal Agent

    Service/Feature Exiting the Personal Agent 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: •...
  • Page 24 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 25: Customizing Your Personal Agent

    Customizing your Personal Agent This chapter includes the following sections: • “Configuring your personal preferences” on page 25 • “Modifying your Nortel IP Phone settings” on page 34 • “Viewing and modifying your available services” on page 36 Configuring your personal preferences To configure or modify your preferences, perform the following steps.

  • Page 26: Modifying Your Contact Information

    Tip: Click the plus (+) and minus (-) symbols to expand or collapse a menu item on the Preferences page. Modifying your contact information To modify your contact information, perform the following steps. Click the Preferences icon on the Quick Start page or from the top navigation menu.

  • Page 27: Changing Your Password

    Click Save. Note: Some fields cannot be configured. For more information about these fields, contact your system administrator. Changing your password When you change your password, your password changes for all client devices (Multimedia PC Client, Personal Agent, and Nortel IP Phone). The length and complexity of your password is determined by your system administrator.

  • Page 28: Selecting A Picture

    Tip: For security purposes, Nortel recommends that you change your password periodically. Click Save. Note: For information about changing your Chairperson PIN, see “Viewing and modifying your Meet Me conferencing details” on page Selecting a picture You can add a picture to use as your picture caller ID in the Multimedia PC Client.

  • Page 29: Specify Reasons

    Click Reset to reset your picture from the preview picture to your current picture. The picture file you specify is sent to your service provider’s user database and appears on the Multimedia PC Client, and on the Picture page each time you use the Personal Agent.

  • Page 30: Reordering The List Of Reasons

    Click Reset to clear your input and reset your reason list to the last saved settings. Click Remove to remove the selected reason. Click Remove All to remove all reasons. Tip: The reasons appear on your IP Phone in the same order they appear in the Current Reasons window.

  • Page 31: Configure My Times

    Configure My Times Use the My Times page to Add, Modify, Copy, Rename, or Delete day and time ranges when configuring conditions to screen and route your incoming calls. Note: The Advanced Screening parameter must be enabled in your Service Package. Adding a new day and time range To add a new day and time range, perform the following steps.

  • Page 32: Modifying A Day And Time Range

    Modifying a day and time range To modify an existing day and time range, perform the following steps. Click the Preferences icon on the Quick Start page or from the top navigation menu. In the navigation pane, select Personal > My Times. In the My Times section, click an option.

  • Page 33: Renaming A Day And Time Range

    Renaming a day and time range To rename a day and time range, perform the following steps. Click the Preferences icon on the Quick Start page or from the top navigation menu. In the navigation pane, select Personal > My Times. In the My Times section, click the option you want to rename.

  • Page 34: Modifying Your Nortel Ip Phone Settings

    Modifying your Nortel IP Phone settings This section You can configure or modify your IP Phone preferences by clicking the Preferences icon on the Quick Start page or from the navigation pane. The following options appear when you click on IP phone from the navigation pane: •...

  • Page 35: Changing The Order Of The Subject List

    Changing the order of the subject list To specify the order in which the subjects appear on your IP Phone, perform the following steps. In the Current Subjects area, click a subject. Click Up or Down to change the order of the subject list. Click Save to save your changes.

  • Page 36: Logging Off From Your Active Phones

    Logging off from your active phones If you work in a number of locations and often log on to several IP Phones, you can use the IP phone option to check your logon status and logoff your active phone. To log off your active phones, perform the following steps. Click the Preferences icon on the Quick Start page or from the top navigation menu.

  • Page 37: Viewing Your Service Package Information

    • Unified Communications • Meet Me Conferencing—provides your conferencing bridge information • Call park Tip: You may see other menu items depending on your Service Package. See the documentation for those services. Viewing your service package information You can view the service package assigned to you by your system administrator. Note: You cannot change any of the service package parameters that you view on the Service Package page.
  • Page 38 Service Package option Presence Basic Services Hot Line Unified Communications Client Collaboration Calling Picture Display ParlayX Presence Network Call Logs Multi-Level Precedence and Preemption (MLPP) Voicemail Meet Me Audio Conferencing NN42040-105 Nortel AS 5300 Release 1.0 Description • View the online status of other users and allow others to monitor your status by indicating when your PC is inactive or when you are on the phone.
  • Page 39 Service Package option Advanced Addressbook Music On Hold Wireless Client Instant Messaging Colorful Ringback Tones Device Access Restrictions Multiple Login Restriction Click to Call Ad- Hoc Audio Conferencing Ad Hoc Video Conferencing Advanced Screening Call Park Assistant Console Assistant Support Call Waiting Disable Calling Name Display Calling Line ID Restriction...

  • Page 40: Viewing And Modifying Your Watchers List

    Service Package option Direct to Gateway IM chatroom Malicious Call Trace Multiple Call Restriction Net6 Support on 2004 Packet Cable Multimedia ParlayX Multimedia Messaging ParlayX Third Party Call Control Video Wireless Gateway Viewing and modifying your Watchers List To see a list of people who have subscribed to your presence information, perform the following steps.

  • Page 41: Setting Up A Banned Watchers List

    Setting up a Banned watchers list You may want to ban someone from subscribing to your presence information in the future. Use the Banned watchers menu option to restrict access by other users who do not currently appear in your watchers list. To ban someone from viewing your presence information, perform the following steps.

  • Page 42: Viewing And Modifying Your Unified Communications Details

    People who subscribed to your presence are alerted to your presence status after the elapsed time. The Inactivity Timer (in minutes) option applies only to the Personal Agent, which includes the Multimedia PC Client. This option does not apply to the Nortel IP Phone.

  • Page 43: Modifying Your Current Greeting Settings

    Modifying your current greeting settings To modify your greeting settings, perform the following steps. Select Preferences > Services > Unified Communications > Greetings > Greeting settings. Click the Modify link for each greeting, to specify a different email address to deliver your voicemail message to and to assign transfer destinations.

  • Page 44: Controlling Your Automatic Login

    Click Save to save your changes. Click Reset if you made changes and you do not want to save them. Controlling your automatic login To control your Unified Communications logon when using other Public Switched Telephone Network (PSTN) telephone (such as a cell phone) that are not hosted by the AS 5300 network, perform the following steps.

  • Page 45: Viewing And Modifying Your Meet Me Conferencing Details

    Select Preferences > Services > Unified Communications > Greetings > Message Storage. Click Save to save your changes. Click Reset if you made changes and you do not want to save them. Viewing and modifying your Meet Me conferencing details The Meet Me audio conferencing service enables you to have a personal conference bridge, available 24 hours a day.

  • Page 46: Configuring Calling Line Identification

    • A check box to indicate whether or not the conference will end when you disconnect from the call. • A check box to indicate whether or not to receive instant messages (such as attendance roster and collaboration material access) during the conference •...
  • Page 47 Click Save to save your changes. Click Reset if you made changes and you do not want to save them. NN42040-105 Personal Agent User Guide...

  • Page 48: Nn42040-105 Nortel As 5300 Release 1.0 Standard 01.02 June

    NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 49: Using Your Directories

    Using your directories The Directory icon appears on the Personal Agent Quick Start page or on the top navigation menu. Using the Directory icon you can: • create and maintain a personal address book of your personal contacts and groups of contacts •...

  • Page 50: Using Your Personal Address Book

    Note: The system administrator must enable the global address book before you can use it. Using your personal address book Your personal address book contains a dynamic list of contacts that contain a user’s nickname, first name, and last name. You can choose to place your contact in a group or in your list of Friends.

  • Page 51: Viewing Your Contacts In List View

    Both the List view and Card view have the following icons for accessing your personal address book. Click this icon Viewing your contacts in List view To view your personal address book contacts in List view on the Personal Agent Quick Start page, click the Directory icon.

  • Page 52: Searching For A Contact

    Searching for a contact The following table describes the criteria you can use to search for a contact. Field Nickname Name Last name First name Phone number SIP address Friends Group To search for a contact, perform the following steps. From the SEARCH list, select Personal address book.

  • Page 53: Viewing Details About A Contact

    Enter a search string in the text box and click Search. Tip: You can enter a wildcard symbol (*) at the beginning or middle of a search string. For example, searching for J*n returns all contacts named John, Jon, and Jen. Use quotation marks (") before and after a search string to specify an exact match.

  • Page 54: Viewing Details About A Contact

    Click the Card View tab. Tip: A shadow figure in the Picture column means that there is no picture ID available for the contact. Viewing details about a contact To view details about a contact, perform the following steps. Click on the link beside the contact’s name. A new window appears listing details about the contact, including an icon that indicates their presence status on the network.

  • Page 55: Editing A Contact

    Click Save to save this contact to your personal address book and close the window. Click Cancel to return to your personal address book without saving your changes. Editing a contact If a contact’s information changes, you can modify your personal address book. Note: If you configure the Call Forward service from user A to user B, and then change any of the address details of user B in the address book (using the Personal Agent), you must reenable the Call Forward service in...

  • Page 56: Editing A Contact-Card View

    Editing a contact—Card view To edit details about a contact in Card view in your personal address book, perform the following steps. From Card view, select the contact that you want to edit. Click Edit in the Edit column. Enter or revise the contact information, including Friend or Group selections. Click Save.

  • Page 57: Designating A Contact As A Friend

    On the personal address book page, click the Groups button. The groups page appears. In the Enter new group name box, type the name of the new group. Click Add. Repeat Step 2 and Step 3 to add more groups. To rename a group, select the group in the Groups window and click Rename.

  • Page 58: Using The Global Address Book

    To remove a contact as a Friend, clear the Friend check box in the contact details page (List view or Card view) and click Save. Tip: You can also use the Multimedia PC Client or IP Phone to see whether a Friend is online. Using the global address book Your global address book lists all the users in your domain.

  • Page 59: Searching For Users In The Global Address Book

    Searching for users in the global address book The following table describes the criteria you can use to search for users in the global address book. Field Username Name Last name First name Phone number To display users from the global address book, perform the following steps. Select Global address book from the SEARCH list.

  • Page 60: Working With The Global Address Book-List View

    Click Return to my address book, to return to your personal address book. Working with the global address book—List view Use the global address book to access a single, common network-wide address book, in a list format. Sorting users To sort users in the global address book, perform the following steps. Click a column name to sort by that column.

  • Page 61: Working With The Global Address Book-Card View

    Working with the global address book The following table describes the criteria you can use to search for a user in your global address book. Field Username Name Last name First name Phone number To access the global address book in Card view, perform the following steps. Select Global address book from the SEARCH list.

  • Page 62: Adding Global Address Users To Your Personal Address Book

    match the specified search criteria and includes a thumbnail picture of the user (if available). Adding global address users to your personal address book You can add users from the Global address book to your personal address book. To select a user to add to your personal address book, perform the following steps. Search for a user or users in the Global address book (Card view or List view).

  • Page 63: Using Your Call Logs

    Using your call logs Use the Personal Agent to view a list of the incoming and outgoing calls made by any device that you are logged on to. Topics in this chapter include: • “Viewing call logs” on page 63 •...

  • Page 64: Calling Contacts In The Call Log

    Click on the Inbox tab to view the calls you have received. Click on the Outbox tab to view the names of people you called. Note: Network-based call logs capture all missed calls whether the caller leaves a message or not. Calling contacts in the call log To call a contact from the call logs in your inbox or outbox, perform the following steps.

  • Page 65: Clearing Call Log Information

    From your call log Inbox or Outbox, select the check box beside the name of the contact you want to save. Click the Add to directory button. The new contact appears in the Directory list. Clearing call log information To remove one or more entries in a call log, perform the following steps. Select the check box beside the name of the contact you want to delete.
  • Page 66 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 67: Using Your Personal Agent Routes Wizard

    Using your Personal Agent Routes Wizard The Personal Agent Route wizard solves the problem of having different contact numbers for different communication devices. For example, office phone, home phone, or mobile. Use the Route wizard to build routes for all or specific incoming calls, or to block anonymous callers.

  • Page 68: Understanding Routing

    Understanding Routing Use routes to perform actions on your incoming calls and instant messages (IM) based on a set of conditions or exceptions. For example, you can create a route named Lunch that specifies a condition that calls received between 12:00 p.m. and 1:00 p.m.

  • Page 69: Understanding The Route Wizard Steps

    Understanding the Route wizard steps The following table describes the steps to follow when you create a route using the Personal Agent Route wizard. Step Step 1: Initiate action Step 2: Conditions Step 3: Actions Step 4: Exceptions Step 5: Finish Navigating the Route wizard The following describes the buttons in the Route wizard: •...

  • Page 70: Step 1: Initiate Action

    The first time you use the Route Wizard, the List of routes page appears. It shows a Default route selected that appears dimmed. Click New to create a new route and launch the Route Wizard. Step 1: Initiate action In Step 1 of the Route Wizard, specify the main actions that initiate the processing of the route.

  • Page 71: Specifying Contacts From Your Personal Address Book

    Specifying contacts from your personal address book To specify a contact from your personal address book as a condition, perform the following steps. Click the From THESE PEOPLE link In the Search for field, enter a search criteria to select a contact (or contacts) from your personal address book.

  • Page 72: Specifying Groups

    Click Cancel to quit this window. The Step 2. Conditions window appears with the global address conditions you specified listed in the Route details window. To edit the condition, click the link in the Route details window. Continue to specify conditions. Click Next to go to the next step.

  • Page 73: Specifying A Condition For An Anonymous Incoming Call

    Add one number or SIP address on each line. Click OK to accept the selected phone numbers or SIP addresses. Click Cancel to quit this window. To edit the condition, click the link in the Route details window. Continue to specify conditions. Click Next to go to the next step.

  • Page 74: Specifying Day And Time Ranges

    • reject the incoming call without specifying a reason • reject the call and specify a reason for the rejection • send the call to voice mail (if enabled in your service package) • send the call to a particular phone number Tip: Presence Based Routing in your service package controls this parameter.

  • Page 75: Step 3: Actions

    View the graphic display of highlighted My Times. Use the buttons to create new My Times day and time ranges or manage existing My Times ranges. Click Save to accept selected My Times. Click Cancel to quit this window. To edit the condition, click the link in the Route details window. Continue to specify conditions.

  • Page 76: Specifying Ordered Lists

    Specifying ordered lists Use the Personal Agent to configure 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.
  • Page 77 Note: If you do not have Voice mail enabled, the Personal Agent Route Wizard does not provide the ability to create a route that terminates a call to voice mail. However, if Voicemail is enabled, and you do not have Advanced Screening in your service package, then you only see the default route.

  • Page 78: Specifying A Rejection Message

    Specifying a rejection message To specify a reject message, perform the following steps. In the Step 3: Actions window, select the Rejection option. Click the MESSAGE link to compose a message to display when an incoming call from an anonymous caller activates the route. The Select rejection message window appears.

  • Page 79: Step 5: Finish

    • From THESE PEOPLE in my Personal Address Book • From THESE PEOPLE in my Global Address Book • From THESE GROUPS in my directory • From THESE TELEPHONE NUMBER(S) • From anonymous • Received in “Unavailable Busy” Tip: The Received in SPECIFIC DAY/TIME RANGE(S) link is not available as an exception.
  • Page 80 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 81: Address Book Search Criteria

    Address Book Search Criteria Topics in this chapter include: • “Personal address book search criteria” on page 82 • “Global Address Book search criteria” on page 84 Note: The phone number field is case-sensitive in both the personal and global address books. All other fields are not case-sensitive. Personal Agent User Guide...

  • Page 82: Personal 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 Nickname *nick *nick* nick nick* Name name name* *name *name* firstname lastname firstname* lastname* firstname* lastname firstname lastname* lastname, firstname lastname*,firstname lastname, firstname*...
  • Page 83 Field Example search criteria *lastname, firstname *lastname, firstname* Last name ( *lastname *lastname* lastname* lastname First Name *firstname *firstname* firstname* firstname Phone Number phoneNumber phoneNumber* SIP Address *sipAddress sipAddress* sipAddress* sipAddress Friends Rules similar to the last name and first name search apply to this search criteria, but the search is carried out with the condition that the entry being searched for is a Friend.

  • Page 84: Global Address Book Search Criteria

    Global Address Book search criteria The following table provides a detailed description of the Global Address Book search criteria. Field Username Name NN42040-105 Nortel AS 5300 Release 1.0 Example search criteria Results user@domain* Returns entries that have a user name that starts with user@domain.
  • Page 85 Field Name Last name First Name Phone Number NN42040-105 Example search criteria Results 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".
  • Page 86 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...

  • Page 87: Index

    Index acronyms Ad Hoc Audio Conferencing advanced screening parameter card view personal address book viewing contacts Click to Call icon contact search criteria (personal address book) searching (personal address book) Directory icon Editing a contact Friends adding a contact deleting a contact global address book accessing add icon...
  • Page 88 modifying removing day/time ranges renaming a day and time range password changing personal address book adding a contact adding a Friend adding a group delete icon deleting a contact editing a contact (Card view) editing a contact (List view) group icon list view new contact icon searching for a contact...
  • Page 89 technical publications technical support text conventions unavailable busy NN42040-105 Personal Agent User Guide...

  • Page 90: Nn42040-105 Nortel As 5300 Release 1.0 Standard 01.02 June

    NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008...
  • Page 92 OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED. The information and/or products described in this document are subject to change without notice. Nortel, the Nortel Logo, and the Globemark are trademarks of Nortel Networks. All other trademarks are the property of their respective owners.

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