Avaya Personal Call Manager BCM User Manual

BCM Rls 6.0

Personal Call Manager

Task Based Guide

Personal Call Manager

Notices

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Warranty

Avaya provides a limited warranty on this product. Refer to your sales agreement to establish the terms of the

limited warranty. In addition, Avaya’s standard warranty language, as well as information regarding support for

this product, while under warranty, is available to Avaya customers and other parties through the Avaya Support Web site: http://www.avaya.com/support

Please note that if you acquired the product from an authorized reseller, the warranty is provided to you by said reseller and not by Avaya.

Licenses

THE SOFTWARE LICENSE TERMS AVAILABLE ON THE AVAYA WEBSITE,

HTTP://SUPPORT.AVAYA.COM/LICENSEINFO/ ARE APPLICABLE TO ANYONE WHO DOWNLOADS,

USES AND/OR INSTALLS AVAYA SOFTWARE, PURCHASED FROM AVAYA INC., ANY AVAYA AFFILIATE, OR AN AUTHORIZED AVAYA RESELLER (AS APPLICABLE) UNDER A COMMERCIAL AGREEMENT WITH AVAYA OR AN AUTHORIZED AVAYA RESELLER. UNLESS OTHERWISE AGREED TO BY AVAYA IN WRITING, AVAYA DOES NOT EXTEND THIS LICENSE IF THE SOFTWARE WAS OBTAINED FROM ANYONE OTHER THAN AVAYA, AN AVAYA AFFILIATE OR AN AVAYA AUTHORIZED RESELLER, AND AVAYA RESERVES THE RIGHT TO TAKE LEGAL ACTION AGAINST YOU AND ANYONE ELSE USING OR SELLING THE SOFTWARE WITHOUT A LICENSE. BY INSTALLING, DOWNLOADING OR USING THE SOFTWARE, OR AUTHORIZING OTHERS TO DO SO, YOU, ON BEHALF OF YOURSELF AND THE ENTITY FOR WHOM YOU ARE INSTALLING, DOWNLOADING OR USING THE SOFTWARE (HEREINAFTER REFERRED TO INTERCHANGEABLY AS "YOU" AND "END USER"), AGREE TO THESE TERMS AND CONDITIONS AND CREATE A BINDING CONTRACT BETWEEN YOU AND AVAYA INC. OR THE APPLICABLE AVAYA AFFILIATE ("AVAYA").

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http://support.avaya.com/Copyright.

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are the property of their respective owners.

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Downloading documents

For the most current versions of documentation, see the Avaya Support. Web site: http://www.avaya.com/support

Contact Avaya Support

Avaya provides a telephone number for you to use to report problems or to ask questions about your product. The support telephone number is 1-800-242-2121 in the United States. For additional support telephone numbers, see

the Avaya Web site: http://www.avaya.com/support

be reproduced in any form without the prior written permission of a duly authorised representative of ITEL.

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Table of Contents

Personal Call Manager ...................................................... 5

Overview .......................................................................................... 5

Required Information ....................................................................... 5

Supported Operating Systems ........................................................................... 5

Flowchart ......................................................................................... 6

Installing Personal Call Manager ..................................................... 7

Starting Personal Call Manager ..................................................... 15

Changing the Dialing Properties ...................................................................... 17

Making a Call ................................................................................. 20

Making a Call Using the Calls Menu ................................................................ 20

Making a Call Using the Toolbar ...................................................................... 21

Redialling a Number ...................................................................... 22

Contacts ......................................................................................... 23

Returning a Call ............................................................................. 24

Answering a Call ............................................................................ 25

Answering a Call Using the ‘You Have a New Call’ Dialogue Box .................. 26

Answering a Call from the Window .................................................................. 26

Putting a Call on Hold .................................................................... 27

Transferring a Call ......................................................................... 29

Conferencing a Call ....................................................................... 30

Viewing the Calls Log .................................................................... 31

Troubleshooting .............................................................. 33

Avaya Documentation Links .......................................... 35

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Overview

Personal Call Manager is a TAPI based application that provides a computer interface for your telephone.

With Personal Call Manager you can:

 Make calls.  Redial telephone numbers.  Return calls.  Answer calls.  Put calls on and off hold.  Transfer calls.  Conference calls.

Personal Call Manager also has an address book that enables you to store the names, addresses, and telephone numbers of contacts on your computer, where they are easy to find and use.

You must still use your telephone to speak with the caller. Because of this it is recommend that you use a telephone equipped with hands free.

Required Information

Before commencing Personal Call Manager installation, it would be useful to obtain the following information/facilities:

 The LAN CTE Keycode.  The DN (Extension) to be used with Personal Call Manager.  What dialling properties to be configured (External Access Codes/

Routing Codes).

Supported Operating Systems

Personal Call Manager is supported on the following Operating Systems:

 Windows XP Professional SP3  Windows Vista Business, Ultimate, Enterprise SP2 32 bit  Windows 7 Professional, Ultimate, Enterprise 32 bit  Windows Server 2008 Standard and Enterprise SP2

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Personal Call Manager

Ensure LAN CTE has been configured within Element Manager and downloaded to the client PC: refer to LAN CTE Guide.

Install Personal Call Manager onto the Client PC: Refer to the Installing Personal Call Manager section of this guide.

Start Personal Call Manager and configure the TAPI Line: Refer to the Starting Personal Call Manager section of this guide.

Configure the Dialling Properties: Refer to the Changing the Dialling Properties section of this guide.

Make a call to test functionality: Refer to the

Making a Call section of this guide.

Flowchart

This flowchart depicts the relevant steps required to install and configure the Personal Call Manager application on a desk top PC.

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Note: You can also use the Web Page button in Element Manager to launch a web broswer session. The BCM you wish to access must be selected in the

Element Navigation Panel to do this.

Installing Personal Call Manager

1. Exit any Windows applications that are running.

2. Open Internet Explorer.In the address field type (replacing the relevant part with your BCM IP address): http://<bcm ip address>/

3. Click on Go, or press Return on your keyboard.

4. If you are presented with the Certificate Error window, click on Continue to this website (not recommended).

5. Accept any further security messages that you may get presented with.

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Personal Call Manager

6. You will now see the login screen, enter your BCM User name and Password. By default these are set to User ID: nnadmin Password: PlsChgMe! Click on OK.

7. In the Welcome to BCM window, ensure the Main tab has been selected, and the BCM button clicked.

8. In the Applications area, select User Applications,and click on Run.

9. Again, accept any security messages that appear, and if prompted enter any login details.

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10. The User Applications screen will be displayed. Click on the Personal Call Manager Link.

11. Click the Download Personal Call Manager link.

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12. The File Download screen will appear. Click the Run button.

13. Personal Call Manger will start to download. The Security Warning Screen will appear, click Run.

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14. The Select Components Screen will appear. Select the most appropriate location, and click Next.

15. The Choose Set Up Language screen will appear. Select the language required and click OK.

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