Nortel AS 5300 - Manual

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...

13 NN42040-105 Personal Agent User Guide • PC that has the required minimum hardware and software. See “Minimum hardware and software requirements” on page 13 • Internet access and a connection that meets the minimum transmission-speed requirements. See “Minimum hardware and software requirements” o...

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

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 ...

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

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 Stat...

18 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 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. 3 Press Enter. The...

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]...

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

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

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

23 NN42040-105 Personal Agent User Guide 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: • online help—Click the Help icon, on...

25 Personal Agent User Guide 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 persona...

26 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying your contact information To modify your contact information, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. The Preferences page appears. 2 In the navigati...

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 administrato...

28 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 4 Click Save . Selecting a picture You can add a picture to use as your picture caller ID in the Multimedia PC Client. If you are replacing an existing picture ID, your new picture overwrites the previous picture. To add or modify a ...

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...

30 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 8 Click Reset to clear your input and reset your reason list to the last saved settings. 9 Click Remove to remove the selected reason. OR Click Remove All to remove all reasons. Reordering the list of reasons To change the order in w...

31 NN42040-105 Personal Agent User Guide 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. Adding a new day and time range To add a new day and time range, perform the following st...

33 NN42040-105 Personal Agent User Guide Renaming a day and time range To rename a 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 sectio...

34 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying your Nortel IP Phone settings This section applies to the IP Client Manager (IPCM) connected to your IP Phone. You can configure or modify your IP Phone preferences by clicking the Preferences icon on the Quick Start page o...

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 t...

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, p...

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 y...

40 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Viewing and modifying your Watchers List To see a list of people who have subscribed to your presence information, perform the following steps. 1 Click the Preferences icon on the Quick Start page or from the top navigation menu. 2 I...

41 NN42040-105 Personal Agent User Guide 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 ...

42 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 People who subscribed to your presence are alerted to your presence status after the elapsed time. 6 The Inactivity Timer (in minutes) option applies only to the Personal Agent, which includes the Multimedia PC Client. This option do...

43 NN42040-105 Personal Agent User Guide Modifying your current greeting settings To modify your greeting settings, perform the following steps. 1 Select Preferences > Services > Unified Communications > Greetings > Greeting settings . 2 Click the Modify link for each greeting, to specif...

45 NN42040-105 Personal Agent User Guide 1 Select Preferences > Services > Unified Communications > Greetings > Message Storage . 2 Click Save to save your changes. OR Click Reset if you made changes and you do not want to save them. Viewing and modifying your Meet Me conferencing detail...

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) du...

47 NN42040-105 Personal Agent User Guide 4 Click Save to save your changes. OR Click Reset if you made changes and you do not want to save them.

49 Personal Agent User Guide 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 • access a global addr...

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...

51 NN42040-105 Personal Agent User Guide Both the List view and Card view have the following icons for accessing your personal address book. 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. S...

52 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Searching for a contact The following table describes the criteria you can use to search for a contact. To search for a contact, perform the following steps. 1 From the SEARCH list, select Personal address book. 2 From the FOR list, ...

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 tha...

54 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 2 Click the Card View tab. Viewing details about a contact To view details about a contact, perform the following steps. 1 Click on the link beside the contact’s name. A new window appears listing details about the contact, including...

55 NN42040-105 Personal Agent User Guide 5 Click Save to save this contact to your personal address book and close the window. OR 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 addre...

56 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Editing a contact—Card view To edit details about a contact in Card view in your personal address book, perform the following steps. 1 From Card view, select the contact that you want to edit. 2 Click Edit in the Edit column. 3 Enter...

57 NN42040-105 Personal Agent User Guide 1 On the personal address book page, click the Groups button. The groups page appears. 2 In the Enter new group name box, type the name of the new group. 3 Click Add. 4 Repeat Step 2 and Step 3 to add more groups. 5 To rename a group, select the group in the ...

58 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 3 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. Using the global address book Your global address book lists all the users in your domain. Your servic...

59 NN42040-105 Personal Agent User Guide 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. To display users from the global address book, perform the following steps. 1 Select Global address book from...

60 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 5 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 us...

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...

63 Personal Agent User Guide 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 • “Calling contacts in the call log” on page 64 • “Saving contacts...

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 ca...

67 Personal Agent User Guide 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 ...

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 st...

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 ...

71 NN42040-105 Personal Agent User Guide Specifying contacts from your personal address book To specify a contact from your personal address book as a condition, perform the following steps. 1 Click the From THESE PEOPLE link . A new window appears. 2 In the Search for field, enter a search criteria...

72 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 OR 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. 6 To edit the condition, click the link in the Route details window. 7 Co...

73 NN42040-105 Personal Agent User Guide Add one number or SIP address on each line. Click OK to accept the selected phone numbers or SIP addresses. 3 Click Cancel to quit this window. 4 To edit the condition, click the link in the Route details window. 5 Continue to specify conditions. OR Click Nex...

74 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 • 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 For more ...

78 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Specifying a rejection message To specify a reject message, perform the following steps. 1 In the Step 3: Actions window, select the Rejection option. 2 Click the MESSAGE link to compose a message to display when an incoming call fro...

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 fi...

82 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 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 that end with nick and start...

84 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Global Address Book search criteria The following table provides a detailed description of the Global Address Book search criteria. Field Example search criteria Results Username user@domain* Returns entries that have a user name tha...

Personal Agent User Guide 87 Index A acronyms 10 Ad Hoc Audio Conferencing 39 advanced screening parameter 31 C card view personal address book 51 viewing contacts 53 Click to Call icon 23 contact search criteria (personal address book) 52 searching (personal address book) 52 D Directory icon 22 E E...