Nortel AS 5300 Operation & User’s Manual

Text of Nortel AS 5300 User Guide:

• Nortel AS 5300, 77 NN42040-105 Personal Agent User Guide 2 Select the first option in the list. In the Ring THESE NUMBERS first in my list, click the link to specify a list of numbers that are called when the incoming call reaches a ring list. In the following figure, you select a number of actions for an incoming call. 3 Select the actions for the incoming call. 4 Click OK to return to the Actions page. 5 Continue specifying ordered lists. To edit the ordered list, click the links in the Route details window. 6 When you are finished specifying conditions, click Finish to name your route and save your route details. 7 If you wish

• Nortel AS 5300, 36 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Logging off from your active phones If you work in a number of locations and often log on to several IP Phones, you can use the IP phone option to check your logon status and logoff your active phone. To log off your active phones, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. 2 In the navigation pane, select IP phone > Logout. 3 Log off from the IP Phone, based on the Device Label, MAC address, or Users. 4 Click the Log Me Out link from the IP Phone. 5 Click OK to log off. Viewing and modifying your available services To v

• Nortel AS 5300, 5 NN42040-105 Personal Agent User Guide Configuring recording time for incoming voicemail messages . . . . . . . . . . . . . . . . 44 Viewing and modifying your Meet Me conferencing details . . . . . . . . . . . . . . . . . . . . . 45 Configuring Calling Line Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Using your directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Understanding Personal Agent address books . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• Nortel AS 5300, 44 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 3 Click Save to save your changes. OR Click Reset if you made changes and you do not want to save them. Controlling your automatic login To control your Unified Communications logon when using other Public Switched Telephone Network (PSTN) telephone (such as a cell phone) that are not hosted by the AS 5300 network, perform the following steps. 1 Select Preferences > Services > Unified Communications > Greetings > Auto Identification. 2 Click Save, after you select an option to use automatic identification when calling from your client. 3

• Nortel AS 5300, 11 Personal Agent User Guide 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 • “Accessing the Personal Agent for the first time” on page 17 • “Personal Agent log on” on page 18 • “Navigating the Personal Agent interface” on page 21 • “Exiting the Personal Agent” on page 23 • “Using the online Help” on page 23 Understanding your Personal Agent You use the Personal Agen

• Nortel AS 5300, 70 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 The first time you use the Route Wizard, the List of routes page appears. It shows a Default route selected that appears dimmed. 2 Click New to create a new route and launch the Route Wizard. Step 1: Initiate action In Step 1 of the Route Wizard, specify the main actions that initiate the processing of the route. Select "When a call is received" or "When an instant message is received". Click Next to go to “Step 2: Conditions” on page 70. Step 2: Conditions In Step 2 of the Route Wizard, select how yo

• Nortel AS 5300, 61 NN42040-105 Personal Agent User Guide Working with the global address book—Card view The following table describes the criteria you can use to search for a user in your global address book. To access the global address book in Card view, perform the following steps. 1 Select Global address book from the SEARCH list. 2 Select a field to search on in the FOR list. 3 Enter your search criteria. 4 Click Search. 5 To see the results of your search in Card view, click the Card View tab. The global address book displays the user or users in your global address book that Field Search criteria

• 46 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 • A check box to indicate whether or not the conference will end when you disconnect from the call. • A check box to indicate whether or not to receive instant messages (such as attendance roster and collaboration material access) during the conference • A check box to allow interactive participants to use audio emoti

• Nortel AS 5300, 79 NN42040-105 Personal Agent User Guide • 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” 1 To edit the condition, click the link in the Route details window. 2 To go to the next step, click Next. Step 5: Finish Before you complete the final step in configuring your route, Nortel recommends that you view all the route details to ensure that you are satisfied with the conditions, actions, and exceptions. If the route is complete, na

• Nortel AS 5300, 15 NN42040-105 Personal Agent User Guide 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, [email protected], but it is not an e-mail address. The network can identify where you are and route your calls by tracking your SIP address when you sign in to any Multimedia PC Client, Nortel IP Phone. To make it easier to place calls, you can store addresses (SIP addresses or telephone numbers) in your personal address book. Global address book Your global address book lists all

• Nortel AS 5300, 69 NN42040-105 Personal Agent User Guide Understanding the Route wizard steps The following table describes the steps to follow when you create a route using the Personal Agent Route wizard. Navigating the Route wizard The following describes the buttons in the Route wizard: • Next—go to the next step. • Back— return to the previous page to make changes. • Cancel—cancel the creation or modification of the route. • Finish—complete a step. • Save—save the route. Using the Personal Agent Route wizard To start the

• 17 NN42040-105 Personal Agent User Guide The following table describes the different Presence states: Accessing the Personal Agent for the first time To access the Personal Agent for the first time: 1 Start your Web browser. 2 Enter the Personal Agent URL in your Web browser. Presence Indicator Status Description Active available The user is active on their computer. The

• Nortel AS 5300, 50 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 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. To access the personal address book, click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu. Your personal address book has two options for viewing your contacts: • List view—a tr

• Nortel AS 5300, 27 NN42040-105 Personal Agent User Guide 4 Click Save. 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. Your password criteria can contain: • minimum password length • minimum number of digits • minimum number of uppercase characters from A through Z • minimum number of lowercase characters from a through z • minimum number of special characters Your password cann

• Nortel AS 5300, 19 NN42040-105 Personal Agent User Guide When timing or logging out of the Personal Agent, you see the pre-login banner instead of the login screen. Logging on to the Personal Agent To log on to the Personal Agent, perform the following steps. 1 Enter your user name (for example: [email protected]) and password in the Personal Agent Login page. 2 Click Login. After you log on, the Personal Agent Quick Start page appears. Note: You cannot access Personal Agent functionality unless you acknowledge the pre-login banner. The pre-login banner is presen

• Nortel AS 5300, 10 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 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. italic text Indicates new terms and document titles for reference. IP Internet Protocol PA Personal Agent PNG portable network graphic URL Uniform resource

• Nortel AS 5300, 65 NN42040-105 Personal Agent User Guide 1 From your call log Inbox or Outbox, select the check box beside the name of the contact you want to save. 2 Click the Add to directory button. The new contact appears in the Directory list. Clearing call log information To remove one or more entries in a call log, perform the following steps. 1 Select the check box beside the name of the contact you want to delete. 2 Click the Delete entry button. 3 Click OK to confirm the deletion. The Call logs page refreshes and the entry no longer appears.

• 29 NN42040-105 Personal Agent User Guide 4 Click Reset to reset your picture from the preview picture to your current picture. The picture file you specify is sent to your service provider’s user database and appears on the Multimedia PC Client, and on the Picture page each time you use the Personal Agent. The picture also appears in the address book in card view mode. 5 Click D

• Nortel AS 5300, 37 NN42040-105 Personal Agent User Guide • Unified Communications • Meet Me Conferencing—provides your conferencing bridge information • Call park Viewing your service package information You can view the service package assigned to you by your system administrator. To view the services enabled in your service package, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. 2 In the navigation pane, select Services > Service package. 3 View the list of services assigned to you. Tip: You

• Nortel AS 5300, 38 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Service Package option Description Presence • 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. • Designate an address book contact as a Friend to see that person’s presence. Your system administrator configures the maximum number of Friends you can add to your address book. • Prohibit a contact in your network from viewing your online presence

• Nortel AS 5300, 81 Personal Agent User Guide 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.

• 53 NN42040-105 Personal Agent User Guide 3 Enter a search string in the text box and click Search. Viewing details about a contact To view details about a contact, perform the following steps. 1 Click on the Nickname link. A new window appears listing details about the contact, including an icon that indicates their presence status on the network. 2 Click the Back button to return to the c

• Nortel AS 5300, 35 NN42040-105 Personal Agent User Guide Changing the order of the subject list To specify the order in which the subjects appear on your IP Phone, perform the following steps. 1 In the Current Subjects area, click a subject. 2 Click Up or Down to change the order of the subject list. 3 Click Save to save your changes. Personalizing your presence To customize a presence status note for display on the IP Phone, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. 2 In the navigation pane, select IP phone > Personalized presence. 3 In the New Note box, enter a note. 4 Click A

• Nortel AS 5300, 88 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 modifying 32 removing day/time ranges 31 renaming a day and time range 33 P password changing 27 personal address book 50 adding a contact 54 adding a Friend 57 adding a group 56 delete icon 51 deleting a contact 56 editing a contact (Card view) 56 editing a contact (List view) 55 group icon 51 list view 51 new contact icon 51 searching for a contact 52 sorting contacts 51 table of search criteria 82 viewing contact details 53 Personal

• 32 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying a day and time range To modify an existing day and time range, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. 2 In the navigation pane, select Personal > My Times. 3 In the My Times section, click an option. For example, M

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