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Nortel 1000 User Manual

Optivity telephony manager desktop
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Nortel Communication Server 1000
Optivity Telephony Manager Desktop
User Guide

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Summary of Contents for Nortel 1000

  • Page 1: Title Page

    Title page Nortel Communication Server 1000 Optivity Telephony Manager Desktop User Guide...

  • Page 3: Revision History

    Revision history Revision history August 2005 Standard 3.00. This document is up-issued to support the Nortel Communication Server 1000 Release 4.5. September 2004 Standard 2.00. This document is up-issued for Nortel Communication Server 1000 Release 4.0.
  • Page 4 Revision history...

  • Page 5: Table Of Contents

    Contents Contents About this document ....... 7 Using Desktop Services ......9 User Login page .
  • Page 6 Contents Frequently Called Locations Report ....59 Area Code Summary Report ..... . 60 Trunk Utilization Report .

  • Page 7: About This Document

    Nortel Communication Server 1000 Release 4.5 software. Note: Concerning legacy products and releases: This Nortel Technical Publication (NTP) contains information about systems, components, and features that are compatible with Nortel Communication Server 1000 Release 4.5 software. For more information on legacy products and releases, click the...
  • Page 8 About this document...

  • Page 9: Using Desktop Services

    Using Desktop Services Using Desktop Services Optivity Telephony Manager (OTM) Desktop Services enables you to view and modify the configuration of your telephone through a web browser. The web display includes a graphical view of the telephone and shows the configured features. Help text is available for the features configured on your telephone.
  • Page 10 Using Desktop Services Figure 1: User Login page 3. Enter the user login name and password provided to you by your network administrator. Your personal Desktop Services main page, titled Profile, opens. Figure 2 on page 11 shows an example of the main page for Al Jones.

  • Page 11: Desktop Services Main Page Layout

    Your Desktop Services main page includes the following common elements: • Information banner (top): Contains the Nortel logo, plus the following three buttons: — Click the Help button to access general help on how to use the web pages.

  • Page 12: My Profile Page

    Using Desktop Services — Click the Home button to access your My Profile page. — Click the Logout button to access the login page. • Navigation tree (left side): Lists hypertext links to various Desktop Service pages. When you left-click an item in the navigation tree, the related page opens in the content frame of your web browser.

  • Page 13: Telephone Pages

    Using Desktop Services • Identification (employee ID) • Job Title • Org Path (this is extracted from the Organization Path in the OTM directory) • Manager • E-mail address • Login Name • User Group • Reporting Access Group • Address •...
  • Page 14 Using Desktop Services Figure 3: Telephone—General page Telephone pages have a small graphic in the top left corner. This graphic is detailed enough for you to recognize the type of telephone. The prime DN, or extension number, of the telephone is also shown at the top of the page.

  • Page 15: Telephone - General Page

    Modules: (M3904 and M3905) Number of Key-Based Modules configured for this phone type. • Key Expansion Modules (KEM): (Nortel IP Phone 2002 and IP Phone 2004) Number of IP Phone Key Expansion Modules (KEM) configured for this phone type. •...

  • Page 16: Current Configuration/Pending Changes

    Using Desktop Services — Display Based Modules — Key Expansion Modules — Designation 2. If you change one or more of these fields and click Submit, the Confirm Changes dialog box opens (see Figure 4). Figure 4: Confirm changes to General Tab 3.
  • Page 17 Using Desktop Services make changes to the General, Keys, or Features pages, the Validate button is also shown (see Figure 5). Figure 5: Configuration indication with synchronization allowed Validate button The validation process determines whether there are any errors that can cause problems during synchronization with the system.
  • Page 18 Using Desktop Services Figure 6: Station Validation Results with no errors Figure 7: Station Validation Results with errors Schedule button • Click Schedule to schedule synchronization with the Public Exchange (PBX) system. — The Schedule Changes dialog box opens (see Figure 8 on page 19).
  • Page 19 Using Desktop Services Figure 8: Schedule Changes dialog box To schedule a sync task: 1. Enter a Task Name in the Task Name text box. The maximum length of the Task Name is 128 characters. 2. Use the Task Time text boxes to set the start time for the task.
  • Page 20 Using Desktop Services Figure 9: Schedule Changes confirmation Restore button • Click Restore. The Restore Changes dialog box opens (see Figure 10). Figure 10: Restore Changes dialog box • If you click Cancel, the dialog box closes. If you click Next, the Restore Changes Confirmation message box opens (see Figure 11 on page 21).
  • Page 21 Using Desktop Services Figure 11: Restore Changes confirmation When changes are pending, and the option User can sync changes not available, the drop-down list, the Validate button, and the Restore button appear (see Figure 12). You are not allowed to schedule synchronization.

  • Page 22: Telephone Troubleshooting Page

    Using Desktop Services Figure 13: Configuration indication when no changes are pending Telephone Troubleshooting page You can access the Telephone Troubleshooting page from the Telephone pages through the Troubleshoot Problems link. The Telephone Troubleshooting page is shown in Figure 14 on page 23. Reset My Phone button performs an enable and status command on this telephone through a Maintenance Windows Application Program...

  • Page 23: Telephone - Keys Page

    Using Desktop Services Figure 14: Telephone Troubleshooting page Telephone — Keys page Note: Your network administrator determines which features and privileges you can use in Desktop Services. See your network administrator for more information. Telephone Keys page displays a graphical layout of the function keys assigned to the telephone.
  • Page 24 Using Desktop Services Figure 15 on page 25 shows an example of the Telephone Keys page for an M3904 telephone. M3903 and M3904 telephones have two layers of feature keys: • Use the Shift key on the telephone graphic to toggle between the first and second layer.
  • Page 25 Using Desktop Services Figure 15: Telephone Keys page—first layer If the telephone has one or two key-based modules, or a display-based module, a graphic indicates which set of keys are available. Click Next Previous to scroll the graphic from one set of keys to another. Figure 16 on page 26 shows the user interface for the keys on an M3904 telephone equipped with a display-based expansion module.
  • Page 26 Using Desktop Services Figure 16: Telephone Keys page—second layer with an expansion module link • Click Next Previous (see Figure 17 on page 27) to move between the layers. • Click Next to view the features assigned to the first layer of keys on the module (see Figure 17 on page 27).

  • Page 27: Ip Phone Key Expansion Module (Kem)

    Using Desktop Services Figure 17: Display-based expansion module keys—first layer IP Phone Key Expansion Module (KEM) The IP Phone KEM field allows selective provisioning of the appropriate keys. Valid entries in the IP Phone KEM field range between 0 and 2. •...
  • Page 28 Using Desktop Services All of the keys are not displayed on a single screen. The illustration shows keys 32 to 55; click Next to display the next set of keys, in this example, numbered 56 to 79. Figure 18: KEM Keys-page IP Phone KEM validation When an attempt is made to configure IP Phone KEM with an invalid value, an error message displays.

  • Page 29: Changing A Key

    Using Desktop Services Changing a key If permitted by your access profile, click Change after selecting a key. The Key Change Wizard opens, providing the appropriate controls for changing the key you selected. A list of the possible key choices is shown (see Figure 19).
  • Page 30 Using Desktop Services Changing the parameters of an Auto Dial key Use the following procedure to change the telephone number assigned to an Auto Dial key: 1. Click a key in the graphic on the Telephone Keys page. 2. Click Change. The Key Change Wizard launches.
  • Page 31 Using Desktop Services Figure 21: ADL Key Change Summary 7. Click Confirm. A confirmation page opens. See “Change confirmation pages” on page 44. Changing the parameters of an MCR DN key Use the following procedure to change the first name and last name parameters associated with an MCR DN key: 1.
  • Page 32 Using Desktop Services Figure 22: Select Multiple Call Ringing key type 3. Since you are not changing the key type, click Open. The Change Wizard displays the current parameters for the selected key (see Figure 23 on page 33. Note: You can only modify the DN, CPND, and CLID. You cannot view or change the DN voice mailbox, ANI, or MARP.
  • Page 33 Using Desktop Services Figure 23: Current parameters for Multiple Call Ringing DN 4. Change the first name and last name (see Figure 24). Figure 24: Changed parameters for Multiple Call Ringing DN...
  • Page 34 Using Desktop Services 5. Click Submit. The Key Change Summary page opens that displays your changes (see Figure 25). Figure 25: MCR key change summary page 6. Click Confirm. A confirmation page opens. See “Change confirmation pages” on page 44. Changing a key type In the following procedure, you change a Conference...
  • Page 35 Using Desktop Services Figure 26: Key Change Wizard displaying the current key type 3. Click CFW - Forward All Calls in the list of key types (see Figure 27). Figure 27: Select the Forward All Calls key type 4. Click Open.
  • Page 36 Using Desktop Services 5. Enter the redirection DN length and redirection DN in the edit boxes (see Figure 28). Note: When changing a key type, the default values do not appear. If you enter a redirection DN length that is greater than the default value in the system, or if you enter a redirection DN that has more digits than the default value, you receive a validation error.
  • Page 37 Using Desktop Services 7. Click Confirm. A confirmation page opens. See “Change confirmation pages” on page 44. Clearing a key Use the following procedure to remove the function associated with a key, creating a blank, or unassigned, key: 1. Click a key in the graphic on the Telephone Keys page (see Figure 15 on page 25).
  • Page 38 Using Desktop Services Figure 31: Unassigned Key Change Summary page 4. Click Confirm. A confirmation page opens. See “Change confirmation pages” on page 44. Finding DNs To look up used or unused DNs, use the Find DN button shown next to the edit box for each DN key.
  • Page 39 Using Desktop Services 1. Click Find DN (see Figure 28 on page 36). The Find Directory Numbers page opens (see Figure 32). Figure 32: Find Directory Numbers page 2. Click the Find Unused DN radio button. 3. Enter a range of DNs on which to search. Note: You must have a numbering plan defined in the System Properties in OTM Windows Navigator to use the Find Unused DNs feature.
  • Page 40 Using Desktop Services 4. Click Find. If unused DNs are found, a page similar to the example shown in Figure 33 opens. Figure 33: Find results when Unused DNs exist Note: Only the unused DNs belonging to the same site, system, and customer as your telephone are shown.
  • Page 41 Using Desktop Services 4. Click Find. If DNs that match your search criteria are found, a page similar to the example shown in Figure 34 opens. If there are no DNs that match your search criteria, a message similar to the one shown in Figure 35 opens.

  • Page 42: Telephone - Features Page

    Using Desktop Services Telephone — Features page Note: Your network administrator determines which features you can see in the list. If your access profile allows changes, the Submit Reset buttons appear (see Figure 36). See your network administrator for more information. Telephone Features page allows you to view and change features that are not assigned to keys.

  • Page 43: Telephone - Details Page

    Using Desktop Services Telephone — Details page Note: Your network administrator determines which features and privileges you use in Desktop Services. See your network administrator for more information. Telephone Details page provides a summary of the complete telephone configuration. It consists of two sections, one for the keys (see Figure 37), and one for the features (see Figure 38 on page 44).

  • Page 44: Change Confirmation Pages

    Using Desktop Services Figure 38: Telephone Details layout (features) Change confirmation pages A confirmation page opens when you click the Confirm button in the Change Summary page for the General, Keys, or Features tab. The confirmation page varies based on your access profile. When your access profile allows the synchronization option, the page shown in Figure 39 on page 45 opens.
  • Page 45 Using Desktop Services Figure 39: User confirmation with automatic synchronization If your access profile does not permit automatic synchronization, the changes must be approved by the network administrator, and the page shown in Figure 40 opens. Figure 40: User confirmation when network administrator approval is required If there is a validation error, you are presented with an error message similar to the example shown in Figure 41 on page 46.

  • Page 46: Telephone Change Procedure

    Using Desktop Services Figure 41: Example of a validation error message Telephone change procedure The following procedure outlines the steps that you take to make changes to your telephone. 1. Launch a web browser, and then navigate to the OTM host name or IP address provided by your network administrator.
  • Page 47 Using Desktop Services Note: The sync status of the telephone is shown at the top of the Telephone pages. When the information for the telephone is changed, but the changes are not synchronized with the system, a Show Current configuration/Pending changes drop-down list allows you to select which configuration is shown.
  • Page 48 Using Desktop Services a. Do one of the following: — Select the appropriate value for the desired feature from the drop- down list. — Enter the value of the parameter associated with the desired feature in the edit box. b. Click Submit. A page containing a summary of your changes opens.

  • Page 49: Telecom Billing System Web Reporting

    Telecom Billing System web reporting Telecom Billing System web reporting Overview Telecom Billing System (TBS) web reporting is the Optivity Telephony Manager web-based reporting, telephone cost accounting, and billing application for your telecom network. With TBS you can: • Generate reports containing data from the TBS through your intranet or Internet server about your organization’s calling activities.

  • Page 50: Tbs Web Reports

    Telecom Billing System web reporting Telecom Billing System Reports page for the selected system or asset. 5. To view a report from the TBS, click the report name in the Telecom Billing System Reports page. From here, you can select a telephone configuration table and any filters for the report.
  • Page 51 Telecom Billing System web reporting Cost reports The following reports provide summaries and details of your organization’s telephone usage costs. These are based on your extensions, authorization codes, or account codes: • Extension Summary Report • Authorization Code Summary Report •...

  • Page 52: Filters And Configurations

    Telecom Billing System web reporting Trunk reports The following reports provide call usage details for each trunk or trunk group in your organization: • Trunk Group Utilization Report • Trunk Utilization Report Diagnostic reports The following reports list all of the extensions and trunks that are entered in the telephone configuration with no call activity, as well as all of the extensions and trunks with call activity but are not entered in the telephone configuration:...

  • Page 53: Tbs Web Reporting Sample Reports

    Telecom Billing System web reporting Figure 43: Sample page-Extension Summary Report TBS web reporting sample reports The following are some sample reports available from TBS web reporting: • Extension Summary Report • Extension Detail Report • Authorization Code Detail Report •...

  • Page 54: Extension Summary Report

    Telecom Billing System web reporting Extension Summary Report The Extension Summary Report provides a summary of telephone usage for the extensions in your system (see Figure 44 on page 54). For each extension, this report displays a summary of the total number of calls, the sum of the duration, and the sum of the cost.

  • Page 55: Authorization Code Detail Report

    Telecom Billing System web reporting Figure 45: Extension Detail Report Authorization Code Detail Report The Authorization Code Detail Report (see Figure 46 on page 56) provides a detailed listing of calls and summary information for each authorization code user (such as Employee, External Party, or Role/ Project).

  • Page 56: Extension Roll-Up Report

    Telecom Billing System web reporting Figure 46: Authorization Code Detail Report Extension Roll-Up Report The Extension Roll-Up Report (see Figure 47 on page 57) provides roll- up summaries of the telephone usage costs for entities in specific levels in the Corporate Directory. It lists each person and immediate subunit, that is one level lower attached at each level.

  • Page 57: Authorization Code Roll-Up Report

    Telecom Billing System web reporting Figure 47: Extension Roll-Up Report Authorization Code Roll-Up Report The Authorization Code Roll-Up Report (see Figure 48 on page 58) displays cost totals for calls made using an authorization code, extension, or trunk grouped by organizational node. For each organizational node, a summary is displayed that shows the total number of calls, the sum of the duration, and the sum of the cost.

  • Page 58: Frequently Called Numbers Report

    Telecom Billing System web reporting Figure 48: Authorization Code Roll-Up Report Frequently Called Numbers Report The Frequently Called Numbers Report (see Figure 49 on page 59) provides roll-up summaries of your calling activity based on the frequency of calls. The report lists summaries of the calling frequencies, as well as details listing each digit range, the number of times a call was made or received on the number, and the cost.

  • Page 59: Frequently Called Locations Report

    Telecom Billing System web reporting Figure 49: Frequently Called Numbers Report Frequently Called Locations Report The Frequently Called Locations Report (see Figure 50 on page 60) provides roll-up summaries of your calling activity based on the frequency of calls to locations. The report lists summaries of the location frequencies, as well as details listing each digit range, the number of times a call was made or received to the location including province or state and country, duration, and cost.

  • Page 60: Area Code Summary Report

    Telecom Billing System web reporting Figure 50: Frequently Called Locations Report Area Code Summary Report The Area Code Summary Report (see Figure 51 on page 61) summarizes calling patterns by area code. The report includes the total count, duration, and the cost of incoming and outgoing calls for each area code.

  • Page 61: Trunk Utilization Report

    Telecom Billing System web reporting Figure 51: Area Code Summary Report Trunk Utilization Report The Trunk Utilization Report (see Figure 52 on page 62) displays call usage details for each trunk or service in your system. For each trunk, a summary is displayed that shows the number of incoming and outgoing calls, as well as the duration and cost for these calls.

  • Page 62: Trunk Diagnostic Report

    Telecom Billing System web reporting Figure 52: Trunk Utilization Report Trunk Diagnostic Report The Trunk Diagnostic Report (see Figure 53 on page 63) compares trunk ranges that you have entered in the telephone configuration with the trunks that have actual call activity during the filtered period. The report lists all of the trunks that are entered in the telephone configuration but have no call activity, as well as all of the trunks that have call activity but are not entered in the telephone configuration.
  • Page 63 Telecom Billing System web reporting Figure 53: Trunk Diagnostic Report...
  • Page 64 Telecom Billing System web reporting...

  • Page 65: Terms You Should Know

    Terms you should know Terms you should know Auto Dial A telephone number programmed on the AutoDial key for one- touch dialing. Off-hook Any line that is selected to either make a call or receive an incoming call. The term off-hook is applied, regardless of whether the end-user actually (a) lifts up the handset, (b) presses a line key, (c) the call is automatically answered at the set, or (d) a line is automatically selected for an outgoing call.
  • Page 66 Terms you should know...

  • Page 67: Index

    Index Index Telephone Troubleshooting page Auto Dial 65 Validate button change a feature/DN key 29 finding Directory Numbers 38 Auto Dial key used feature key type find DNs MCR DN key remove a key My Profile page 11, 12 change confirmation pages 44 Soft Keys (self-labeled) 65 Desktop Services 9 change confirmation pages...
  • Page 68 Index...
  • Page 70 Information is subject to change without notice. Nortel reserves the right to make changes in design or components as progress in engineering and manufacturing may warrant. Nortel, Nortel (Logo), The Globemark, This is the Way, This is Nortel (Design Mark), SL-1, Meridian 1, and Succession are trademarks of Nortel.

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