Avaya BCM 4.0 Personal Call Manager User Guide
Personal Call Manager User Guide
BCM 4.0
Business Communications Manager
Document Status: Standard
Document Version: 04
Part Code: N0027256
Date: June 2006
Copyright © Nortel Networks Limited 2005-2006, All rights reserved.
The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied
warranty. Users must take full responsibility for their applications of any products specified in this document. The
information in this document is proprietary to Nortel Networks.
Trademarks
Nortel, the Nortel logo, and the Globemark are trademarks of Nortel Networks.
Microsoft, MS, MS-DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation.
All other trademarks and registered trademarks are the property of their respective owners.
Task list
To install Personal Call Manager on a BCM running version 4.0 ..................................18
To install Personal Call Manager on a BCM running versions 3.5, 3.6, or 3.7 ..............18
To start Personal Call Manager from the shortcut icon .................................................19
To start Personal Call Manager using the Start button..................................................19
To display the toolbar ....................................................................................................23
To display the Address Book .........................................................................................24
To display the Current Calls ..........................................................................................24
To display the Status bar ...............................................................................................26
To choose a line ............................................................................................................27
To access dialing properties: .........................................................................................28
To create a new location ...............................................................................................29
To select a location........................................................................................................30
To delete a location .......................................................................................................30
To select a country ........................................................................................................30
To enter an area code ...................................................................................................31
To set the prefixes that are long distance......................................................................32
To add a prefix that is considered long distance ...........................................................32
To delete a prefix that is considered long distance .......................................................32
To add a prefix that is considered local .........................................................................32
To delete a prefix that is considered local .....................................................................33
To use a calling card .....................................................................................................33
To stop using a calling card ...........................................................................................33
To set up a calling card .................................................................................................34
To add a custom calling card.........................................................................................35
To enter the numbers required to disable call waiting: ..................................................36
To change the outside line access numbers .................................................................37
To define toll prefixes ....................................................................................................37
To make a call using the right mouse button: ................................................................38
To make a call using the drag-and-drop feature............................................................39
To call the prime telephone number using the Address Book .......................................39
To place a call ...............................................................................................................39
To place a call using the toolbar ....................................................................................41
To redial one of the last ten telephone numbers ...........................................................42
To return a call...............................................................................................................42
To call a number from the Quick Dial list using the Address Book ................................43
To call a number from the Quick Dial list using the PCM task tray or Calls menu ........43
To answer a call using the You Have a New Call dialog box ........................................45
To answer the call from the window ..............................................................................45
To answer a call from the task tray or Calls menu ........................................................45
To display the Notes tab ...............................................................................................46
To put a call on hold using the window..........................................................................46
To put a call on hold using the task tray or Calls menu .................................................46
To answer a held call using the window ........................................................................46
To answer a held call using the task tray or Calls menu ...............................................46
To switch to a different call ............................................................................................47
To switch to a different call ............................................................................................47
To transfer a call using the window ...............................................................................48
To transfer a call using the right mouse button .............................................................48
To transfer a call using the task tray or Calls menu ......................................................50
Task list 3
Personal Call Manager User Guide
4 Task list
To transfer a call using the keyboard ............................................................................51
To transfer a call with an announcement using the window ..........................................52
To transfer a call with an announcement using the right mouse button ........................52
To transfer a call with an announcement using the task tray or Calls menu .................52
To create a conference call using the Conference pane ...............................................53
To create a conference call using the Calls pane..........................................................54
To create a conference call using the task tray or Calls menu ......................................54
To put the conference calls on hold using the window ..................................................55
To put conference calls on hold using the task tray or Calls menu ...............................55
To restore a held conference call using the window......................................................55
To restore a held conference call using the task tray or Calls menu .............................55
To split a conference call using the window ..................................................................56
To split a conference call using the icons in the window ...............................................56
To split a conference call using the task tray or Calls menu .........................................56
To end a conference call using the release button ........................................................57
To end a conference call using the window...................................................................57
To end a conference call using the keyboard ................................................................57
To end a conference call using the task tray or Calls menu ..........................................57
To end a call using the release button...........................................................................58
To end a call using the window .....................................................................................58
To end a call using the task tray or Calls menu.............................................................58
To end a call using the keyboard...................................................................................58
To turn DND on or off ....................................................................................................59
To call forward your telephone ......................................................................................59
To view the Calls Log ....................................................................................................60
To view the Incoming Calls............................................................................................61
To view the Outgoing Calls............................................................................................61
To update the Calls Log ................................................................................................62
To make a call from the Calls log ..................................................................................62
To print the Calls Log information..................................................................................63
To delete a call from the Calls Log ...............................................................................63
To close the Calls Log Window ....................................................................................63
To view the Address Book in large icons.......................................................................65
To view in the Address Book in small icons ..................................................................65
To view in List View .......................................................................................................65
To view in Details View..................................................................................................66
To add a contact using the toolbar ................................................................................66
To add a contact using the right mouse button .............................................................66
To add a contact using the Menu bar ............................................................................67
To add or change the voice announcement for this contact..........................................70
To add or change the bitmap image ..............................................................................71
To remove the image file ...............................................................................................71
To add a caller...............................................................................................................72
To find a contact ............................................................................................................74
To find a contact ............................................................................................................75
To change the properties of a contact using the right mouse button.............................76
To change the properties of a contact using the toolbar ...............................................77
To change the properties of a contact using the Menu bar ...........................................78
To copy a contact using drag-and-drop .........................................................................79
To copy a contact using the toolbar...............................................................................80
To copy a contact using the right mouse button ............................................................80
To copy a contact using the Menu bar ..........................................................................80
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Task list 5
To copy a contact using the right mouse button ............................................................81
To copy a contact using the Menu bar ..........................................................................81
To move a contact using drag-and-drop........................................................................81
To move a contact using the toolbar .............................................................................82
To move a contact using the right mouse button...........................................................82
To move a contact using the Menu bar .........................................................................82
To delete a contact using the right mouse button..........................................................83
To delete a contact using the Menu bar ........................................................................83
To delete a contact using the keyboard.........................................................................83
To print a contact list .....................................................................................................83
To print a contact list for all of the contacts in a folder ..................................................84
To print contact details ..................................................................................................84
To create a new folder using the right mouse button ....................................................84
To create a new folder using the toolbar .......................................................................85
To create a new folder using the Menu bar ...................................................................85
To copy a folder.............................................................................................................86
To copy a folder using the right mouse button ..............................................................86
To copy a folder using the toolbar .................................................................................86
To copy a folder using the Menu bar .............................................................................86
To move a folder............................................................................................................87
To move a folder using the toolbar ................................................................................87
To move a folder using the right mouse button .............................................................87
To move a folder using the Menu bar............................................................................87
To change the name of a folder using the right mouse button ......................................88
To change the name of a folder using the toolbar .........................................................88
To change the name of a folder using the Menu bar .....................................................88
To delete a folder using the right mouse button ............................................................88
To delete a folder using the Menu bar ...........................................................................89
To import addresses ......................................................................................................89
To export contacts .........................................................................................................91
To access the About Personal Call Manager window ................................................92
To access the Help window ...........................................................................................93
To display the Tip of the Day window ..........................................................................93
To turn the off Tip of the Day .........................................................................................94
To turn the on Tip of the Day .........................................................................................94
To change the Search mode from the Menu bar ...........................................................95
To change the Search mode from the task tray ............................................................95
To change the Startup Option from the Menu bar .........................................................96
To change the Startup Option from the task tray...........................................................96
To change the Dialing Rule Setting from the Menu bar.................................................97
To change the Dialing Rule Setting from the task tray ..................................................97
To change Caller’s Record Display Setting from the Menu bar.....................................98
To change the Dialing Rule Setting from the task tray ..................................................99
To quit Personal Call Manager using the task tray ........................................................99
To quit Personal Call Manager using the window .........................................................99
To remove the Personal Call Manager software .........................................................100
Personal Call Manager User Guide
6 Task list
N0027256
Contents
Chapter 1
Getting started with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . 11
About Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Symbols and text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
How to get Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Chapter 2
Personal Call Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Before you start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using a handsfree telephone with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . 17
Installing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Starting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Personal Call Manager icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Personal Call Manager task tray icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Personal Call Manager task tray menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Personal Call Manager window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Opening the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Components of the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Displaying the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Closing the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Setting up Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Defining the line used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Changing the dialing properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
I am dialing from . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
I am in this country . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Setting up a calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Adding a custom calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Defining long distance numbers in your area code . . . . . . . . . . . . . . . . . . . . . . . . 37
Placing a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Placing a call using the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Placing a call using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Placing a call using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Redialing a number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Calling from the Quick Dial list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Knowing when someone is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
7
Personal Call Manager User Guide
8 Contents
Knowing who is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Answering a call using the You Have a New Call dialog box . . . . . . . . . . . . . . . . . . . 44
Accessing the Notes tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Putting a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Multiple calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Switching between calls using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Switching between calls using the task tray and Call menus . . . . . . . . . . . . . . . . 47
Transferring a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Transferring a call without an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Transferring a call with an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Conference calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Creating a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Putting conference calls on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Taking a conference call off hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Splitting a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Ending a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Ending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Calling features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Do Not Disturb (DND) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Calls Log window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Updating the Calls log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Sorting the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Making a call from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Printing call information from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Deleting calls from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Closing the Calls Log Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
The Tree View of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
List View portion of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Address Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Adding a caller to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Finding a contact in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Slow Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Organizing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Copying a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Printing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Adding Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Displaying the information about Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . 92
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Contents 9
Synchronization with the telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Accessing Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Accessing context-sensitive Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Opening the Help contents window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Accessing the Tip of the Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Personal Call Manager preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Changing the Search preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Changing the Startup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Changing the Dialing Rule Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Changing the Caller’s Record Display Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Quitting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Removing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Personal Call Manager User Guide
10 Contents
N0027256
Chapter 1
Getting started with Personal Call Manager
This section contains information on the following topics:
• “About Personal Call Manager” on page 11
• “Audience” on page 11
• “Acronyms” on page 12
• “Symbols and text conventions” on page 13
• “Related publications” on page 14
• “How to get Help” on page 15
About Personal Call Manager
Business Communications Manager (BCM) Personal Call Manager is a Telephony Application
Programming Interface (TAPI)-based application that provides an easy-to-use interface between
your computer and your telephone. You can use the telephone to speak with a caller. You can
customize your Address Book and your calls. Basic functions that Personal Call Manager
performs include:
11
• making and answering calls
• putting calls on hold
• transferring calls
• making conference calls
Audience
This guide is intended for users who want to manage their own calls and who have Personal Call
Manager installed on their PC. Your PC must be registered with the BCM server. This guide
assumes that you have the following background:
• working knowledge of the Windows operating system
• some experience with windows-based systems or graphical user interfaces (GUI)
Personal Call Manager User Guide
12 Chapter 1 Getting started with Personal Call Manager
Acronyms
This guide uses the following acronyms:
API Application Programming Interface
CLID Calling Line Identification
CTE Computer Telephony Engine
CTI Computer Telephony Integration
DND Do Not Disturb
ERC Express Routing Code
IP Internet Protocol
O/S Operating System
PCM Personal Call Manager
PIN Personal Identification Number
TAPI Telephony Application Programming Interface
TSP TAPI Service Provider
URL Uniform Resource Locator
N0027256
Chapter 1 Getting started with Personal Call Manager 13
Symbols and text conventions
These symbols are used to highlight critical information for the [Product Name (short)] system:
Caution: Alerts you to conditions where you can damage the equipment.
Danger: Alerts you to conditions where you can get an electrical shock.
Warning: Alerts you to conditions where you can cause the system to fail or work
improperly.
Note: A Note alerts you to important information.
Tip: Alerts you to additional information that can help you perform a task.
Security note: Indicates a point of system security where a default should be changed,
or where the administrator needs to make a decision about the level of security required
!
for the system.
Warning: Alerts you to ground yourself with an antistatic grounding
strap before performing the maintenance procedure.
Warning: Alerts you to remove the [Product Name (short)] main unit
and expansion unit power cords from the ac outlet before performing any
maintenance procedure.
Personal Call Manager User Guide
14 Chapter 1 Getting started with Personal Call Manager
These conventions and symbols are used to represent the Business Series Terminal display and
dialpad.
Convention Example Used for
Word in a special font (shown in
the top line of the display)
Underlined word in capital letters
(shown in the bottom line of a two
line display telephone)
Pswd:
PLAY
£
Command line prompts on display telephones.
Display option. Available on Enterprise Edge 7310
and 7324 telephones
below the option on the display to proceed.
you press on the to select a particular option.
. Press the button directly
These text conventions are used in this guide to indicate the information described:
Convention Description
bold Courier
text
Indicates command names and options and text that you need to enter.
Example: Use the
Example: Enter
info command.
show ip {alerts|routes}.
italic text Indicates book titles
plain Courier
text
FEATURE
HOLD
Indicates command syntax and system output (for example, prompts
and system messages).
Example:
Set Trap Monitor Filters
Indicates that you press the button with the coordinating icon on
whichever set you are using.
RELEASE
separator ( > ) Shows menu paths.
Related publications
Related publications are listed below. To locate specific information, you can refer to the
Master Index of BCM 4.0 Library.
BCM 4.0 LAN CTE Configuration Guide (N0060604)
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Example: Protocols > IP identifies the IP option on the Protocols
menu.
How to get Help
This section explains how to get help for Nortel products and services.
Getting Help from the Nortel Web site
The best way to get technical support for Nortel products is from the Nortel Technical Support
Web site:
http://www.nortel.com/support
This site provides quick access to software, documentation, bulletins, and tools to address issues
with Nortel products. More specifically, the site enables you to:
• download software, documentation, and product bulletins
• search the Technical Support Web site and the Nortel Knowledge Base for answers to
technical issues
• sign up for automatic notification of new software and documentation for Nortel equipment
• open and manage technical support cases
Chapter 1 Getting started with Personal Call Manager 15
Getting Help over the phone from a Nortel Solutions Center
If you don’t find the information you require on the Nortel Technical Support Web site, and have a
Nortel support contract, you can also get help over the phone from a Nortel Solutions Center.
In North America, call 1-800-4NORTEL (1-800-466-7835).
Outside North America, go to the following Web site to obtain the phone number for your region:
http://www.nortel.com/callus
Getting Help from a specialist by using an Express Routing Code
To access some Nortel Technical Solutions Centers, you can use an Express Routing Code (ERC)
to quickly route your call to a specialist in your Nortel product or service. To locate the ERC for
your product or service, go to:
http://www.nortel.com/erc
Getting Help through a Nortel distributor or reseller
If you purchased a service contract for your Nortel product from a distributor or authorized
reseller, contact the technical support staff for that distributor or reseller.
Personal Call Manager User Guide
16 Chapter 1 Getting started with Personal Call Manager
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Chapter 2
Personal Call Manager
BCM Personal Call Manager is a TAPI-based application that provides an easy-to-use computer
interface for your telephone.
With Personal Call Manager you can:
• make calls
• redial telephone numbers
• return calls
• answer calls
• put calls on and take calls off hold
• manage multiple calls
• transfer calls
• conference calls
• activate and de-activate Do Not Disturb
• forward calls
17
Personal Call Manager also has an address book that enables you to store the names, addresses,
and telephone numbers of your contacts on your computer, where they are easy to find and use.
Note: Personal Call Manager provides several ways to perform each task. Although this
document describes all of the possible methods, you only need to use one of the methods
to perform the task.
Before you start
You must install the Nortel Local Area Network Computer Telephony Engine (LAN CTE) client
on your computer before you can use Personal Call Manager. Your system administrator must
configure the BCM to provide access for your computer and you must have a LAN CTE seat
license to run Personal Call Manager. Refer to BCM 4.0 LAN CTE Configuration Guide
(N0060604) for instructions on how to install the LAN CTE client.
Using a handsfree telephone with Personal Call Manager
Personal Call Manager is a tool designed to accompany your telephone. Personal Call Manager
provides tools to make processing calls easier, but you must still use your telephone to speak with
the caller. It is recommended that you use a telephone equipped with a handsfree function. When
you use a handsfree telephone, you can perform all of the Personal Call Manager functions without
lifting the telephone handset.
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18 Chapter 2 Personal Call Manager
Installing Personal Call Manager
Personal Call Manager must be installed on your computer before you can use it. The files
required to install Personal Call Manager are on the BCM base unit. Use one of the following
installation procedures for the appropriate BCM version you are running.
To install Personal Call Manager on a BCM running version 4.0
1 Exit any Windows programs that are running.
2 Start a browser session, and connect to the BCM web page.
To access the BCM web page, enter http://<bcmip>, where <bcmip> is the IP address of your
BCM.
The BCM Login dialog box appears.
3 Enter your username and password, and click OK.
The Welcome to BCM page appears.
4 Click User Applications.
The User Applications page appears.
5 Click Personal Call Manager.
The Personal Call Manager download page appears.
6 Click Download Personal Call Manager.
The File Download dialog box appears.
7 Click Save and save the application to the location from which you want to install it.
8 After the application downloads, double-click the application to launch the installation.
9 Follow the instructions in the installation wizard.
To install Personal Call Manager on a BCM running versions 3.5,
3.6, or 3.7
1 Exit any Windows programs that are running.
2 From the Element Manager front page, click Install Client.
The Client Install Application page appears.
3 Click Personal Call Manager.
The Personal Call Manager page appears.
4 Click Install Personal Call Manager.
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A file download window appears.
5 Select Save this program to disk, and click OK.
The SaveAs dialog box appears.
6 Choose a location to which to save this file and click Save.
The file begins downloading.
7 When the file is finished downloading, double-click the file.
The install application begins.
8 Follow the on-screen instructions.
Note: The installation files for Personal Call Manager are not deleted by the installation
wizard. These files are stored in a folder named
C:\Program Files\Nortel\ClientInstall\Personnal Call Manager.
You can delete the installation files; they are not needed by Personal Call Manager.
Starting Personal Call Manager
Chapter 2 Personal Call Manager 19
You can start Personal Call Manager from the shortcut icon on the desktop, or from the Windows
Start button.
To start Personal Call Manager from the shortcut icon
1 Double-click on the Personal Call Manager shortcut icon .
To start Personal Call Manager using the Start button
1 Click the Start button,
2 Follow the Programs>Personal Call Manager>Personal Call Manager menu path.
The Personal Call Manager introduction window appears briefly. The Personal Call Manager icon
is added to the task tray and task bar, and the Personal Call Manager window opens.
Note: When you install Personal Call Manager, the shortcut icon is installed by default.
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20 Chapter 2 Personal Call Manager
Personal Call Manager icons
When Personal Call Manager starts up, two icons are added to the screen: the taskbar icon and the
task tray icon. These two icons have different tasks. The taskbar icon opens the Personal Call
Manager window. The task tray icon gives you access to Personal Call Manager functions when
you are using another program. The he following figure shows where these icons are located.
Taskbar icon
Task tray icon
Personal Call Manager task tray icon
The Personal Call Manager icon appears on the right side of the task tray.
When you move the mouse pointer over the Personal Call Manager icon, the number of current
calls is displayed. The number displayed includes active calls, conference calls, and calls on hold.
When you right-click on the Personal Call Manager icon, a menu appears. Use this menu to exit
Personal Call Manager, set Personal Call Manager options, or open the Personal Call Manager
window. The Personal Call Manager window provides access to additional features, such as the
Address Book.
When you click on the Personal Call Manager icon, the task tray menu, appears. From the task tray
menu you can perform most basic call functions, such as making and answering calls, putting calls
on hold, transferring calls, and conferencing calls.
Personal Call Manager task tray menu
The Personal Call Manager task tray menu is divided into two main sections. The lower portion of
the menu contains the following call control options:
• Callers List: lists the telephone numbers of the last ten incoming calls
• Redial List: lists the telephone numbers of the last ten outgoing calls you dialed
• Quick Dials: lists telephone numbers to which you want quick access
• Trans fer : allows you to transfer the active call to another telephone
• Manual Dial: allows you to call someone by entering their telephone number on the computer
• DND: turns on or off the Do Not Disturb feature
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keyboard
The upper portion of the menu contains the current calls. Each of these calls has an icon beside it
to indicate the status of the call. If there are currently no calls, the upper portion of the menu does
not appear.
Active Call Appears beside the call on which you are currently.
Held Call Appears beside calls that are on hold. Any call that is not
active is on hold.
Conference Call Appears beside the two calls to which you are connected
when you are on a conference call.
Held Conference Appears beside conference calls that are on hold.
Ringing Appears beside calls that are ringing.
Personal Call Manager window
From the Personal Call Manager window, you can perform all of the functions of the Personal Call
Manager task tray icon, as well as access the Address Book, the Help files, and Personal Call
Manager setup.
Chapter 2 Personal Call Manager 21
Opening the window
When you start Personal Call Manager, the window appears. If you do not want the window to
appear when you start Personal Call Manager, refer to “Changing the Startup Option” on page 96.
When you change this option, the window is minimized to an icon on the taskbar when you start
Personal Call Manager. You also can minimize the window at anytime by clicking the minimize
button in the top right corner of the window.
To maximize the window:
• click the Personal Call Manager icon in the taskbar
or
• right-click the Personal Call Manager icon in the task tray, and select Open
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22 Chapter 2 Personal Call Manager
Components of the window
The Personal Call Manager window shows the following components, all of which you can turn on
or off:
• menu bar
•toolbar
• Address Book
• current calls
• status bar
Menu Bar
Toolbar
Address Book
Current Calls
Status Bar
Tree View List ViewCalls box Conference box
Menu bar
The menu bar shows the menus available from the window. From these menus, you can access all
of the features available from Personal Call Manager. The menu bar is always visible in the
window.
One of the menus on the menu bar is the Calls menu. The items on the Calls menu are identical to
the items on the Personal Call Manager task tray menu.
Toolbar
The toolbar contains several buttons that provide quick and easy access to Personal Call Manager
functions.
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Chapter 2 Personal Call Manager 23
To display the toolbar
1 Click the View menu
2 Click Too lb ar.
The toolbar toggles between being displayed and not being displayed. When the toolbar is set
to be displayed, 4 appears beside the Too lb ar menu item in the View menu.
Using the toolbar
The toolbar buttons provide access to commonly used features.
Up One Level Exits from the current directory and moves one level up in the contact
tree.
New Folder Adds a new folder to the Address Book.
New Contact Adds a new contact to the Address Book.
Cut Copies the selected folder or contact onto the clipboard, and deletes
it.
Copy Copies the selected folder or contact onto the clipboard.
Paste Copies the folder or contact stored on the clipboard to the selected
folder.
Properties Displays the Address Properties dialog box if a contact is selected, or
the Folder Property dialog box if a folder is selected.
Print Prints information about the currently selected contact. If a folder is
Large Icons Displays the folders and contacts in the Address Book in large icons.
Small Icons Displays the folders and contacts in the Address Book in small icons.
List Displays the folders and contacts in the Address Book in small icons
Detail Displays the folders and contacts in the Address Book in a report view
Find Person Displays the Search dialog box. The Search dialog box is used to find
Calls Log Displays the Calls Log Window. This window shows all of the calls
About Displays a dialog box containing information about the Personal Call
selected, prints information about all of the contacts in the folder.
organized in vertical columns.
format. In this format, the icon, first name, last name, telephone
numbers, and e-mail information of the contact appear.
a particular contact within the Address Book.
placed or received while Personal Call Manager was operating.
Manager software, such as the software version.
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24 Chapter 2 Personal Call Manager
Address Book
The Address Book is a list of all the contacts stored in Personal Call Manager. The Address Book
consists of two parts:
• the Tree View that shows the structure of your folders
• the List View that shows the folders and contacts stored in the currently selected folder
For more information about the Address Book, refer to “Address Book” on page 64.
Displaying the Address Book
To display the Address Book
1 Click the View menu.
2 Click Only Address Book to display only the Address Book.
or
1 Select the View menu.
2 Click Both Address Book and Calls to display both the Address Book and the Current Calls.
The symbol • appears beside the current selection.
Current Calls
The Current Calls section of the screen shows which calls are active. The Current Calls section
consists of two parts:
• a calls box that shows the calls that are currently on your telephone
• a conference box that shows the conference calls that are currently on your telephone
To display the Current Calls
1 Click the View menu.
2 Click Only Calls.
or
1 Click the View menu.
2 Click Both Address Book and Calls to display both the Address Book and the Current Calls.
The symbol • appears beside the current selection.
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Chapter 2 Personal Call Manager 25
Current Calls icons
There are several icons that are used in the Current Calls section. Each icon is used to represent a
call. The icons also show the status of the calls.
Active Call Appears beside the call on which you are currently.
Held Call Appears beside calls that are on hold. Any call that is not
active is on hold.
Conference Call Appears beside the two calls to which you are connected
when you are on a conference call.
Held Conference Appears beside conference calls that are on hold.
Ringing Appears beside calls that are ringing.
Current Calls Toolbar
Above the Calls box and the Conference box are toolbars that you use to control the calls or
change how the calls are displayed.
Manual Dial Displays the Dial dialog box. This dialog box allows you to call the
number of someone not found in the Address Book.
Release Hangs up the selected call. If only there is only one call, that call is
Properties Displays the Notes tab of the Address Properties dialog box for the
Large Icons Displays the current calls or conference calls in large icons.
Small Icons Displays the current calls or conference calls in small icons.
List Displays the current calls or conference calls in small icons
Detail Displays the current calls or conference calls in a report view format.
selected automatically.
selected call. If the selected call is not in the Address Book, a
message appears asking if you want to add this caller.
organized in vertical columns.
In this format the icon, the caller’s name, telephone number, and call
duration appears. The duration is a running count of how many
minutes the call has been connected.
Status bar
The Status bar is at the bottom of the window, and provides four information message areas:
• Help messages: Shows a help message, if available, for the area on which the mouse pointer is
directed. For example, if the pointer is on one of the buttons on the toolbar, the message
describes what the button does.
• Line used: Identifies which telephone line is being used by Personal Call Manager.
• DND: Appears if the Do Not Disturb (DND) feature is turned on for your telephone.
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26 Chapter 2 Personal Call Manager
• Call Forward: Indicates that the Call Forward feature is activated, and to which number your
telephone is call forwarded.
Help messages Line used DND Call Forward
To display the Status bar
1 Select the View menu.
2 Click Status Bar.
The Status bar toggles between being displayed and not being displayed. When the Status bar
is set to be displayed, 4 appears beside the Status Bar menu item.
Closing the window
To close the window, click the minimize button in the top right corner of the window. The window
is minimized to an icon on the taskbar.
When you close the window, call control features are still available from the Personal Call
Manager icon in the task tray.
Setting up Personal Call Manager
Before you can use Personal Call Manager you must choose a TAPI line and define the dialing
properties for that line.
Defining the line used
If there are several lines available, you can choose which line Personal Call Manager uses to make
calls.
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To choose a line
1 Click the To ol s menu
2 Click Dial Using.
The Choose a TAPI Line dialog box appears.
3 Click the TAPI Line drop-down list
Chapter 2 Personal Call Manager 27
4 Select the line Personal Call Manager uses.
5 Click the Address drop-down list.
6 Select the address for the line you chose.
7 Click OK.
Note: When using the BCM TSP, the name of the TAPI line is the same as the extension
name for your telephone.
Changing the dialing properties
Note: The following description and windows are samples. The window you see
displayed can contain similar information but the presentation can vary depending on the
version of the Windows operating system you are using. Refer to the Windows
documentation that came with your system for further specifications.
Use the dialing properties to define where you are located and what information is required to dial
from your location.
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28 Chapter 2 Personal Call Manager
To access dialing properties:
1 Click the To ol s menu
2 Click Dialing Properties.
The Dialing Properties dialog box appears.
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Chapter 2 Personal Call Manager 29
From the Dialing Properties dialog box, you can control the following options:
• location you are dialing from (I am dialing from drop-down list)
• country you are in (I am in this country)
• area code you are dialing from (Area Code)
• calling card usage (Use a calling card for long distance)
• the number used to disable Call Waiting (Disable call waiting by dialing)
• access to lines (To access an outside line)
• type of dialing system (Dial using)
I am dialing from
Use the I am dialing from drop-down list to save different sets of dialing properties. You can use
the I am dialing from drop-down list when you have a computer (such as a laptop) that you use in
different locations. You can save the settings for the different locations under different names in
the I am dialing from drop-down list. You can then change quickly to the new settings when you
switch locations.
For example, you can have a laptop computer that you use at both north and south locations. If the
north and south locations have different dialing requirements (such as call waiting in the north, but
not in the south), you can set up two different sets of dialing properties in the I am dialing from
drop-down list. When you switch locations, you can change the dialing properties by changing the
name that appears in the I am dialing from drop-down list.
Creating a new location
When you create a new location, you create the name that is used to access the new set of dialing
properties. After you create the location, any changes made to the Dialing Properties dialog box
are saved with this name.
To create a new location
1 Click the New button.
A message appears confirming that a new location was created.
2 Select the text in the I am dialing from drop-down list.
3 Type the name of the new location.
4 Change the other parameters in the Dialing Properties dialog box to match the dialing
properties required for this location.
The fields in the Dialing Properties dialog box are described later in this section.
5 Click Apply to store the changes with the new location.
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30 Chapter 2 Personal Call Manager
Selecting a location
When you select a location, all of the dialing properties are changed to the settings that are stored
for that location.
To select a location
1 Click on the I am dialing from drop-down list.
A list of locations appears.
2 Select your current the location.
The dialing properties change to the setting stored for your current the location.
Deleting a location
When you no longer need a location, you can delete it from the list of locations.
To delete a location
1 Click on the I am dialing from drop-down list.
A list of locations appears.
2 Select the location you want to delete.
3 Click Remove.
A confirm deletion message appears.
4 Click Ye s.
I am in this country
This drop-down list defines the country you are currently in.
To select a country
1 Click the I am in this country drop-down list.
2 Select the country in which you are currently located.
Note: You can navigate quickly through the list of countries by typing the first few letters
of the country’s name. As you type, the list finds the country that matches the letters you
type.
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