Page 2 - Copyright © 2003 Nortel Networks; Restricted rights legend
ii NN10039-112 [Standard - Nortel Networks Confidential] Copyright © 2003 Nortel Networks All rights reserved. April 2003. The information in this document is subject to change without notice. The statements, configurations, technical data, andrecommendations in this document are believed to be accu...
Page 3 - Nortel Networks Inc. software license agreement
iii SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Nortel Networks Inc. software license agreement This Software License Agreement (“License Agreement”) is between you, the end-user (“Customer”) and NortelNetworks Corporation and its subsidiaries and affiliates (“Nortel Netw...
Page 5 - Contents
v SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Contents Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....
Page 9 - Tables
ix SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Tables Table 1 SIP Personal Agent services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Table 2 Description of personal settings fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Table...
Page 11 - Welcome; Getting started; Audience; This guide uses the following text conventions:; bold text; italic text
xi SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Welcome The SIP Personal Agent User Guide is intended only to provide you with theinstructions you need to get up and running with this product. This guidedescribes the SIP Personal Agent, a feature-rich online user interface...
Page 12 - Acronyms
xii Welcome NN10039-112 [Standard - Nortel Networks Confidential] Acronyms This guide uses the following acronyms: Related publications Other related publications related to the SIP Personal Agent: • SIP Multimedia Web Client User Guide (Part No. NN10040-112) • SIP Multimedia PC Client User Guide (P...
Page 15 - What is the SIP Personal Agent?
1 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Chapter 1Getting started with the SIP Personal Agent This section describes how to get started with the The SIP (Session InitiationProtocol) Personal Agent. Topics include: • “What is the SIP Personal Agent?” on page 1 • “SIP ...
Page 16 - SIP Personal Agent services and features; SIP Personal Agent features include:; Before you begin; You need the following items to start using the SIP Personal Agent:
2 Chapter 1 Getting started with the SIP Personal Agent NN10039-112 [Standard - Nortel Networks Confidential] SIP Personal Agent services and features The SIP Personal Agent allows you to set your personal preferences, store apicture available network-wide, sign up for multimedia services, and manag...
Page 17 - Minimum hardware and software requirements; 00MHz Pentium class or equivalent processor; Recommended hardware and software requirements; 00MHz (or higher) Pentium class or equivalent processor
Chapter 1 Getting started with the SIP Personal Agent 3 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] • User name and password for login (provided by your system administrator) • PC configured with the required minimum software and hardware, asdescribed below • Internet acc...
Page 18 - Cookies and javascript enabled; Accessing the SIP Personal Agent; To access the SIP Personal Agent; Press Enter. The Personal Agent Login screen appears.
4 Chapter 1 Getting started with the SIP Personal Agent NN10039-112 [Standard - Nortel Networks Confidential] • Microsoft Windows 98 Second Edition (SE), Microsoft Windows 2000,Microsoft XP, or Microsoft Windows NT 4.0 with Service Pack 5 (SP5) • 56Kbps modem or other high speed connection (For exam...
Page 19 - Logging in to the SIP Personal Agent; To login to the SIP Personal Agent
Chapter 1 Getting started with the SIP Personal Agent 5 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Logging in to the SIP Personal Agent Before performing any of the functions available in the SIP Personal Agent, youmust first login. To login to the SIP Personal Agent Tip...
Page 20 - Understanding the Directories screen; Address Book - area where your personal contacts are listed
6 Chapter 1 Getting started with the SIP Personal Agent NN10039-112 [Standard - Nortel Networks Confidential] 1 From the SIP Personal Agent Login screen, enter your user name, domainname (for example: [email protected]), and password. 2 Click Submit. Once you are successfully registered with SIP P...
Page 21 - Help - area that gives you descriptions and details; Navigating the Directories screen
Chapter 1 Getting started with the SIP Personal Agent 7 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] • Users - who are searching for people that belong to the same top-level domainas you • Help - area that gives you descriptions and details Navigating the Directories scree...
Page 22 - Exiting the SIP Personal Agent
8 Chapter 1 Getting started with the SIP Personal Agent NN10039-112 [Standard - Nortel Networks Confidential] Exiting the SIP Personal Agent To exit the SIP Personal Agent click Log Out. Using the online Help There are several ways that you can access SIP Personal Agent help: • online help - from an...
Page 23 - Topics in this section:
9 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Chapter 2Working with Directories The first screen you will see after logging in to the SIP Personal Agent is theDirectories screen. Topics in this section: • “Setting up your address book” on page 10 • “Adding groups” on page...
Page 24 - Setting up your address book; The following picture shows the Address Book screen.
10 Chapter 2 Working with Directories NN10039-112 [Standard - Nortel Networks Confidential] Setting up your address book Your network-based address book is a dynamic list of information. The AddressBook option that you access from the Directories screen lists the nickname, firstname, and last name o...
Page 25 - Adding groups; To set up a group; Click the Groups tab. The Add Groups screen appears.; The Groups in your Address Book screen appears.
Chapter 2 Working with Directories 11 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Adding groups Before you begin adding entries in to your address book, you will want to create agroup for the entry to belong to. To set up a group 1 Click the Groups tab. The Add Groups scr...
Page 26 - Adding an entry; To add a new entry in your network-based address book; Click Address Book from the Directories screen.
12 Chapter 2 Working with Directories NN10039-112 [Standard - Nortel Networks Confidential] 5 Click AddGroups to add more groups or click Address Book from theDirectories screen to add an entry to a Group, and assign groups in yournetwork-based address book. Adding an entry To add a new entry in you...
Page 27 - The Address Book entry screen appears.
Chapter 2 Working with Directories 13 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The Address Book entry screen appears. 3 Enter a Nick Name (required field) for the person. 4 Enter the Contact information (phone numbers, addresses) for the person. 5 Select a Group from t...
Page 28 - Deleting an entry; Cancel to go back to the Directories screen.
14 Chapter 2 Working with Directories NN10039-112 [Standard - Nortel Networks Confidential] not enter a SIP address then you will not receive any online Presenceinformation for that user. 7 Select the default Yes from the drop-down list next to the Buddy field on theAddress Book entry screen to add ...
Page 29 - Creating and viewing your list of buddies; To create and view a list of buddies
Chapter 2 Working with Directories 15 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Creating and viewing your list of buddies The SIP Personal Agent allows you to create, view, and update a network-basedlist of buddies. These may be people that you work with or correspond w...
Page 30 - The following picture shows the Buddies screen.; Using the ban list; Click the BanList tab on the Directories screen.
16 Chapter 2 Working with Directories NN10039-112 [Standard - Nortel Networks Confidential] The following picture shows the Buddies screen. Using the ban list There may be times when you want to ban someone from detecting when you areonline and available. To add someone to your ban list 1 Click the ...
Page 31 - The User Ban List Page screen appears.; Searching for a contact; Click the Users tab on the Directories screen.
Chapter 2 Working with Directories 17 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The User Ban List Page screen appears. 2 Enter the SIP address of the person you want to ban, for example,[email protected] 3 Click Ban Entry. The person you added to the ban list can st...
Page 32 - The Users search screen appears.
18 Chapter 2 Working with Directories NN10039-112 [Standard - Nortel Networks Confidential] The Users search screen appears. 2 Enter a search based on first, last, or username, or the contact’s phone number.The search feature is case-sensitive. If there are entries to more than one fieldwhen the sea...
Page 33 - To perform another search, click the Users tab.
Chapter 2 Working with Directories 19 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the results of the search for a user named LCarter. Toadd this user to your address book, click the Add Contact link. . Tip: To perform another search, click the ...
Page 35 - Using the Settings screen; Personal
21 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Chapter 3Managing your personal account information This section describes how to use the features available on the SIP Personal AgentSettings screen to set up your personal preferences, and to control your personalaccount. T...
Page 36 - Modifying your personal information; For security purposes, you should change your password
22 Chapter 3 Managing your personal account information NN10039-112 [Standard - Nortel Networks Confidential] Modifying your personal information To modify your personal information, you can click on the Settings icon on theleft side of any screen you may be on. The Personal Settings screen appears,...
Page 37 - The following picture shows the Personal option screen.
Chapter 3 Managing your personal account information 23 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the Personal option screen. Table 2 Description of personal settings fields Field Description Password The unique password that you entered when...
Page 39 - Creating a subject list for your i2004 calls; The picture only becomes visible after the picture has been; selected and the Submit Picture button has been selected.
Chapter 3 Managing your personal account information 25 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] 3 Click Submit Picture. The picture file (in PNG or JPG format only) youspecify is sent to your service provider’s user database and is displayed on theSIP Multimedia Web C...
Page 40 - Creating a new subject
26 Chapter 3 Managing your personal account information NN10039-112 [Standard - Nortel Networks Confidential] To create the subjects list and to specify the order in which the subjects display onan i2004 Internet Telephone, click Subjects on the top of the Settings screen. Creating a new subject 1 E...
Page 41 - The following picture shows the Subjects option screen.; Changing the order of the list of subjects; Click on a subject in the Selected Items field.; Click Up or Down to change the order of that item in the list.; Specifying reject Reasons
Chapter 3 Managing your personal account information 27 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the Subjects option screen. Changing the order of the list of subjects 1 Click on a subject in the Selected Items field. 2 Click Up or Down to c...
Page 42 - Creating a new reject reason
28 Chapter 3 Managing your personal account information NN10039-112 [Standard - Nortel Networks Confidential] Creating a new reject reason 1 Enter the text of the reason in the Item Entry field. 2 Click Add. The reason text appears in the Selected Items field. a To add another reject reason, enter t...
Page 43 - Changing the order of the list of reasons
Chapter 3 Managing your personal account information 29 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the Reasons option screen with an example list ofreasons for rejecting a call. Changing the order of the list of reasons 1 Click on a reason in ...
Page 44 - Checking i2004 Internet Telephone settings; Click the i2004 settings option.
30 Chapter 3 Managing your personal account information NN10039-112 [Standard - Nortel Networks Confidential] Checking i2004 Internet Telephone settings If you work in a number of locations and often log into several i2004 InternetTelephones, you can use the i2004 settings option to check your login...
Page 45 - The following picture shows the i2004 option screen:; Managing your preferences; Viewing and modifying your service package; Depending on the services available in your service package,
Chapter 3 Managing your personal account information 31 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the i2004 option screen: Managing your preferences The Preference option from the Settings screen shows you your current servicepackage. This sc...
Page 46 - Modifying your Presence service; To activate your options
32 Chapter 3 Managing your personal account information NN10039-112 [Standard - Nortel Networks Confidential] The following picture shows your Personal Services package screen whereyou can view and modify options available to you through your servicepackage. Modifying your Presence service If you ha...
Page 49 - Navigating the Call Manager Home screen; The Call Manager Home screen displays the following parameters:
35 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Chapter 4Using the SIP Personal Agent Call Manager This section describes how to use the SIP Personal Agent Call Manager featuresto manage your incoming calls. Topics in this section: • “Navigating the Call Manager Home scree...
Page 51 - Understanding Call Manager terminology; The following table lists Call Manager terms and definitions.
Chapter 4 Using the SIP Personal Agent Call Manager 37 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Understanding Call Manager terminology The following table lists Call Manager terms and definitions. Table 3 Call Manager list of terms Term Definition Current rules A compo...
Page 52 - Understanding screening and routing concepts; Ring only the phones on your route.
38 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] Understanding screening and routing concepts The SIP Personal Agent Call Manager allows you to determine how yourincoming calls will be treated. For example, you can set up basic screening an...
Page 53 - Selecting default options for your incoming calls; To select a default option for your incoming calls
Chapter 4 Using the SIP Personal Agent Call Manager 39 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Selecting default options for your incoming calls If you do not have routes and rules set up then you can select a default behaviorfor your incoming calls from the Call Mana...
Page 54 - Blocking anonymous calls; Setting up advanced screening and routing
40 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] Blocking anonymous calls To screen incoming calls from an unknown caller in the Options window 1 Click the check box next to Block anonymous calls to select the option. 2 Click Save to save t...
Page 55 - Using the Current Rules window; Simultaneous ringing; Current rules allow you to manage and prioritize your call
Chapter 4 Using the SIP Personal Agent Call Manager 41 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] Using the Current Rules window The first time you use the Call Manager, the Inactive and Active Rules area in theCurrent Rules windows will be empty, unless your system admi...
Page 56 - Creating a new rule; For example, you may set up three routes:; Creating a ring list; To create a simultaneous ring list for the first time
42 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] You can use the sequential ringing feature to have your call follow you to multiplelocations and devices. For example, if your job requires you to be out of youroffice almost as frequently as...
Page 57 - Enter a name for your ring list in the Ring list name text box.; Every item in a column rings simultaneously. Between columns, the
Chapter 4 Using the SIP Personal Agent Call Manager 43 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] 1 Click ListRoutes tab from the Call Manager Home screen. The Ring ListDetails screen displays as follows. 2 Enter a name for your ring list in the Ring list name text box. ...
Page 58 - “Sending information to callers
44 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] 3 From the drop down list, choose how many times to ring the entries in yoursimultaneous ring list. 4 In the text box, enter the name of the target item for your simultaneous ringlist. 5 Use ...
Page 59 - Sending an email request
Chapter 4 Using the SIP Personal Agent Call Manager 45 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] If you need to make changes to your route, enter your changes on the CallManager Ring List Details screen and click Modify Route. Sending information to callers while your c...
Page 60 - Deleting a route list
46 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] If the caller is on a SIP device, then a Web browser would open on their PC usingthe URL that you specify. For example, you may want to direct all your customers to a product support Webpage ...
Page 61 - Creating a new screening rule; To set up a screening rule for the first time
Chapter 4 Using the SIP Personal Agent Call Manager 47 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] 2 Click the Delete link to delete the route. A confirmation screen appearsstating that the route was successfully deleted. Creating a new screening rule Once you have comple...
Page 62 - The following picture shows the Welcome to Call Manager screen.; create a screening rule; . The Call Manager Rule Details screen
48 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] The following picture shows the Welcome to Call Manager screen. 2 Click the link, create a screening rule . The Call Manager Rule Details screen displays.
Page 63 - The following picture shows the Call Manager Rule Details screen.; Enter a name for your rule in the Rule name text box.
Chapter 4 Using the SIP Personal Agent Call Manager 49 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the Call Manager Rule Details screen. 3 Enter a name for your rule in the Rule name text box. 4 Click the Active check box to select whether or n...
Page 64 - The following picture shows the Screened Users screen.
50 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] 5 To have this rule apply to selected names in your network based address book,click the click to change link beside Affected Users (otherwise the ruleapplies to every incoming caller). The f...
Page 65 - Click Add to list to add the times to the existing active list.
Chapter 4 Using the SIP Personal Agent Call Manager 51 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows the Active times screen that displays. a On the Active times screen, you can click the check box next to the daysof the week and the times of the...
Page 66 - Changing the priority of Current Rules; If you selected the Active check box in the Call Manager Rule
52 Chapter 4 Using the SIP Personal Agent Call Manager NN10039-112 [Standard - Nortel Networks Confidential] 8 Click Save Rule. Changing the priority of Current Rules You define rules with the List Rules and List Routes options. Once you createyour rules, you can use the buttons in the Current Rules...
Page 67 - Deleting a rule; To delete an existing rule that has been set up for a route
Chapter 4 Using the SIP Personal Agent Call Manager 53 SIP Personal Agent User Guide [Standard - Nortel Networks Confidential] The following picture shows an example of the Current Rules window enabled. Deleting a rule To delete an existing rule that has been set up for a route 1 Click the ListRules...
Page 69 - Index
SIP Personal Agent User Guide 55 [Standard - Nortel Networks Confidential] Index A acronyms xii address book adding an entry 12adding groups 11creating lists of buddies 14deleting an entry 14modify entries 14searching for a contact 17 advanced screening and routing 40 C creating a new rule 42 creati...