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AS 5300
User Manual
92 pgs593.14 Kb0
User Manual 2
54 pgs737.32 Kb0
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Nortel Networks AS 5300 User Manual

Nortel AS 5300 Release 1.0 Standard 01.02
NN42040-105
June 2008
Nortel AS 5300 Personal Agent User Guide
2
Copyright © 2007-2008 Nortel Networks. All rights reserved. Sourced in Canada LEGAL NOTICE While the information in this document is believ ed to be accurate and reliable, e xcept as otherwise expressly agreed to in
writing, NORTEL PROVIDES THIS DOCUMENT "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED. The information and/or products described in this document are subject to change without notice.
Nortel, the Nortel logo, and the Globemark are trademarks of Nortel Networks. All other trademarks are the property of their respective owners.

Contents

New in this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Other changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Revision history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Using your Personal Agent. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Understanding your Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Personal Agent services and features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Minimum hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Recommended hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . 13
Useful terms to know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Service package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Global address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Personal address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Friends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Accessing the Personal Agent for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Personal Agent log on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Logging on to the Personal Agent takes three steps: . . . . . . . . . . . . . . . . . . . . . . 18
Acknowledging the pre-login banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Logging on to the Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
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Personal Agent User Guide
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Acknowledging the post-login banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Navigating the Personal Agent interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Navigating the Personal Agent Quick Start page . . . . . . . . . . . . . . . . . . . . . . . . .22
Exiting the Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Using the online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Customizing your Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configuring your personal preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Modifying your contact information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Changing your password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Selecting a picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Specify reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Specifying a new reason . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Reordering the list of reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Configure My Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adding a new day and time range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Modifying a day and time range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Copying a day and time range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Renaming a day and time range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Deleting a day and time range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Modifying your Nortel IP Phone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Creating a subject list for your IP Phone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Changing the order of the subject list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Personalizing your presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Logging off from your active phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Viewing and modifying your available services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Viewing your service package information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Viewing and modifying your Watchers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting up a Banned watchers list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Modifying your Auto presence service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Viewing and modifying your Unified Communications details . . . . . . . . . . . . . . . . . . . 42
Configuring your greeting message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Modifying your current greeting settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Changing your PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configuring your email preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Controlling your automatic login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Configuring recording time for incoming voicemail messages . . . . . . . . . . . . . . . . 44
Viewing and modifying your Meet Me conferencing details . . . . . . . . . . . . . . . . . . . . . 45
Configuring Calling Line Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Using your directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Understanding Personal Agent address books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Using your personal address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Viewing your contacts in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Sorting your contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Searching for a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Viewing details about a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Calling a contact in your personal address book . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Viewing your contacts in Card view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Viewing details about a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Managing your contacts in your personal address book . . . . . . . . . . . . . . . . . . . . . . .54
Adding a contact to your personal address book . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Editing a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Editing a contact—List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Editing a contact—Card view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Deleting a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Adding a new group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Designating a contact as a Friend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using the global address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Accessing the global address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Searching for users in the global address book . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Working with the global address book—List view . . . . . . . . . . . . . . . . . . . . . . . . . 60
Sorting users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Viewing details about a user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Initiating a call to a global address book user . . . . . . . . . . . . . . . . . . . . . . . . . 60
Working with the global address book—Card view . . . . . . . . . . . . . . . . . . . . . . . .61
Adding global address users to your personal address book . . . . . . . . . . . . . . . . 62
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Using your call logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing call logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Calling contacts in the call log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Saving contacts from the call log information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
NN42040-105 Personal Agent User Guide
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Clearing call log information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Using your Personal Agent Routes Wizard. . . . . . . . . . . . . . . . . . . . . . . . . 67
Understanding Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Understanding the Personal Agent Route wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Understanding the Route wizard steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Navigating the Route wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using the Personal Agent Route wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Step 1: Initiate action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Step 2: Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Specifying contacts from your personal address book . . . . . . . . . . . . . . . . . .71
Specifying users from the global address book . . . . . . . . . . . . . . . . . . . . . . . 71
Specifying groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Specifying telephone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Specifying a condition for an anonymous incoming call . . . . . . . . . . . . . . . . . 73
Specifying a condition for Unavailable Busy . . . . . . . . . . . . . . . . . . . . . . . . . .73
Specifying day and time ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Step 3: Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Specifying ordered lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Specifying an ordered list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Specifying a rejection message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Specifying an e-mail request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Step 4: Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Step 5: Finish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Address Book Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Personal address book search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Global Address Book search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

New in this release

This section describes what’s new in the Nortel AS 5300 Personal Agent
User Guide (NN42040-105) for Nortel Application Server (AS) 5300
Release 1.0.

Other changes

This document is new for AS 5300 Release 1.0.

Revision history

June 2008 Standard 01.02. This document is up-issued to support Application
Server 5300 Release 1.0. Added information regarding PIN length requirements, page 43.
May 2008 Standard 01.01. This document is issued to support Application
Server 5300 Release 1.0.
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NN42040-105 Personal Agent User Guide
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Getting started

This guide describes the Nortel Personal Agent, a feature-rich online IP telephony
solution. Use the Personal Agent to view, manage, and configure your services.
Chapters include:
• “Using your Personal Agent” on page 11
• “Customizing your Personal Agent” on page 25
• “Using your directories ” on page 49
• “Using your call logs” on page 63
• “Using your Personal Agent Routes Wizard” on page 67
• “Address Book Search Criteria” on page 81

Audience

This guide is intended for subscribers of the Personal Agent services and features.
Nortel recommends that you keep the Personal Agent open while you follow the
steps described in this guide.
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Screen captures in this guide show Internet Explorer as the default browser. If you
use another browser the screen can look different.

Text conventions

This guide uses the following text conventions:
bold text Indicates the command key or link you need to press or
click. Examples: Press Enter, Click Ok
Personal Agent User Guide
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italic text Indicates new terms and document titles for reference.

Acronyms

This guide uses the following acronyms:
IP Internet Protocol PA Personal Agent PNG portable network graphic URL Uniform resource locator (Internet address)

Related publications

Other publications related to the Personal Agent include:
• Nortel AS 5300 Multimedia PC Client User Guide (NN42040-107)

How to get help

For service issues, contact your local support or Information Services team.

Using your Personal Agent

This chapter describes how to use your Personal Agent.
Topics in this section include:
• “Understanding your Personal Agent” on page 11
• “Personal Agent services and features” on page 12
• “Before you begin” on page 12
• “Accessing the Personal Agent for the first time” on page 17
• “Personal Agent log on ” on page 18
• “Navigating the Personal Agent interface” on page 21
• “Exiting the Personal Agent” on page 23
• “Using the online Help” on page 23

Understanding your Personal Agent

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You use the Personal Agent to effectively manage your service and
communication preferences on your system. The Personal Agent ensures that your
calls are delivered where and when you want, as shown in the following picture.
Personal Agent User Guide
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Personal Agent services and features

The Personal Agent solves the problem of having a different contact number for
your office phone, home phone, mobile phone, and other communications
devices. With the Personal Agent, you can direct incoming calls to ring all of
these devices at the same time or in a sequence.
With the Personal Agent features, you can:
• define how incoming calls are treated
• view and customize your personal information and services (including viewing the presence of another user in your network)
• manage, track, and maintain key contact information
• establish a call between you and another contact

Before you begin

You need the following items before you use the Personal Agent:
• URL to access the Personal Agent
• username and password (provided by your system administrator)
• 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” on
page 13

Minimum hardware and software requirements

Before you begin using the Personal Agent, your PC must have the following hardware and software:
• 200 MHz Pentium class or equivalent processor
• This system does not require additional RAM. The minimum memory requirements of your browser must be met. For more information, see your browser documentation.
• This system does not require additional hard drive space. Local caching of Web pages is performed by your Web browser. For more information about the minimum disk space requirements, see your browser documentation.
• Mouse (optional)
• 640x480 pixels @8 bpp (256 colors) VGA graphics card
• Windows 2000, Windows XP, or Windows NT 4.x with Service Pack 5 (SP5)
• 28.8 kbyte/s modem
• Internet Explorer 6.0 or Firefox 2.0
• cookies and javascript enabled
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Recommended hardware and software requirements

• 300MHz (or faster) Pentium class or equivalent processor
• This system does not require additional RAM. The minimum memory requirements of your browser must be met. For more information, see your browser documentation.
• This system does not require additional hard drive space. Local caching of Web pages is performed by your Web browser. For more information about the minimum disk space requirements, see your browser documentation.
• Mouse (required)
• 800x600 pixels or higher @16 bpp (65,536 colors) VGA video graphics card
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• 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)
• cookies and javascript enabled

Useful terms to know

The Personal Agent uses some terms that may be new to you. Read through the explanations to familiarize yourself with the following terms:
• “Service package” on page 14
• “Address” on page 15
• “Global address book” on page 15
• “Personal address book” on page 15
• “Friends” on page 15
• “Presence” on page 16

Service package

Your service provider or system administrator assigns a service package with predefined features and options for yo u. These features are a vailable to you if the y are listed in your service package. For example, your service package defines
• the maximum number of entries in your list of Friends
• the maximum number of callers permitted in an audio conference
• if voice mail enabled.

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 identif ier of users on the IP network. The SIP address has the same format as an e-mail address, for example, jdoe@lab1.org, but it is not an e-mail address. The network can identify where you are and route your calls by tracking your SIP address when you sign in to any Multimedia PC Client, Nortel IP Phone.
To make it easier to place calls, you can store addresses (SIP addresses or telephone numbers) in your personal address book.

Global address book

Your global address book lists all the registered users on your network. With the Personal Agent, you can search for a user name, user ID, first name, last name, or phone number. You initiate a call by clicking an entry in your global address book. Your service provider or system administrator maintains this list. This is an optional feature and can be turned off by your system administrator.
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Personal address book

You can use your personal address book to manage addresses. You can save your addresses for quick access, as well as organize addresses into groups. Your personal address book is synchronized across all your network access devices. If you make a change in your personal address book on the Personal Agent, the change automatically appears on your other network access devices (for example, your Multimedia PC Client and your IP Phone).

Friends

In your personal address book, you can designate entries as Friends. When you mark an address book entry as a Friend, you can see the online presence status for that entry in the Multimedia PC Client, or IP Phone.
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Note: The ability to designate entries as Friends is a feature of
the Presence service and depends on your service pac kage. The ability to designate entries as Friends is available only when the Presence service is included in your service package.

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 the Multimedia PC Client, or IP Phone that you configure to make the system automatically alert others when you are away from your PC or on the telephone.
Note: The ability to configure automatic presence notifications on the Personal Agent depends on your service package. This feature must be enabled in your service package before you can use automatic presence.
• Presence Indicators: You can determine the status of anyone registered in the system by querying the global address book in the Personal Agent. This feature is helpful when sending instant messages or after unanswered calls.
The following table describes the different Presence states:
Presence Indicator Status Description
Active available The user is active on their computer. The system
displays this indicator automatically.
Active on the phone The user is on a call. The system displays this
indicator automatically.
Connected The user is registered on the network.
Connected inactive The user has not used their computer for a period
of time. The user can configure the idle timer, using Preferences, Services, Presence, Auto presence.
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Connected <user defined>
Unavailable The user is registered in the network but is busy,
Unknown No Presence information is available.
These are the connected default states (Away, Out to lunch, and Be right back) and any user-defined connected states that identify that the user is registered, but not availabl e.
or the user is not registered on the network.

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.
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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 Personal Agent Login page appears.

Personal Agent log on

You must log on to the Personal Agent before you can perform any of the functions available.
Tip: Remember that your session can timeout due to inactivity. Your system administrator defines the maximum number of minutes a session
can be idle before you are forced to re-authenticate.

Logging on to the Personal Agent takes three steps:

1 “Acknowledging the pre-login banner” on page 18 2 “Logging on to the Personal Agent” on page 19 3 “Acknowledging the post-login banner” on page 20

Acknowledging the pre-login banner

When you attempt to access the Personal Agent login screen, a pre-login banner appears if configured by your system administrator. You must acknowledge the terms of the pre-login banner before you see the log on screen by selecting the check box and clicking Continue.
When timing or logging out of the Personal Agent, you see the pre-login banner instead of the login screen.
Note: You cannot access Personal Agent functionality unless you acknowledge the pre-login banner. The pre-login banner is presented only if the system administrator configures it.
Note: When you access the Personal Agent through the Multimedia PC Client or Provisioning Client, you do not see the pre-login or post-login banners.

Logging on to the Personal Agent

Warning: Your system administrator can implement a lockout duration for when the
maximum number of failed log on attempts is reached. For more information, contact your system administrator.
To log on to the Personal Agent, perform the following steps.
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1 Enter your user name (for example: you@yourcompany.com) and password
in the Personal Agent Login page.
2 Click Login.
After you log on, the Personal Agent Quick Start page appears.
Tip: On the Welcome to Personal Agent logon screen, click the Remember my username check box if you would like the system to
remember your username.
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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 Personal Agent functions until you acknowledge the post-login banner by selecting the check box and clicking on the Continue button. If you click on the logout button, the Personal Agent is logged off
Note: When you access the Personal Agent through the Multimedia PC Client or Provisioning Client, you do not see the pre-login or post-login banners.
.

Navigating the Personal Agent interface

The Personal Agent Quick Start page is where you access the services and features of the Personal Agent.
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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 Description
Access the Quick Start page, from which you access the Personal Agent services and features
Define how you want to manage your incoming calls by specifying the routing and screening of your calls
(The Routes icon only appears if you have the Advanced service package)
Manage your account and personal information
Create, view, and manage your personal address book; View your global address book
Service/Feature Description
View your inbox and outbox list of calls (The Call logs icon only appears if you have the Advanced service
package)
Establish a call between you and another person

Exiting the Personal Agent

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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 the top right of any page, to view a task-based help system. The online help provides:
— help pages that contain forward and backward navigation icons — procedures that help you use the Personal Agent — hypertext links to all topics — a table of contents with hypertext links — an Index with hypertext links
• rollover help—help text that has a description and possible values that appears when your pointer moves over a form field or an icon
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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 personal preferences

To configure or modify your preferences, perform the following steps.
1 Click the Preferences icon on the Quick S tart page or from the top navigation
menu.
2 From the navigation pane, select Personal.
The following options appear:
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• Contact info
• Password
• Picture
• Reasons
•My Times
Tip: The information you enter in the Contact info and My Times pages is used when you configure routes for your incoming calls. For more information on configuring routes, see “Using your Personal Agent
Routes Wizard” on page 67.
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Tip: Click the plus (+) and minus (-) symbols to expand or collapse a
menu item on the Preferences page.

Modifying your contact information

To modify your contact information, perform the following steps.
1 Click the Preferences icon on the Quick S tart page or from the top navigation
menu. The Preferences page appears.
2 In the navigation pane, select Personal > Contact Info.
From the Contact Info page, you can view your first name, last name, and alias as entered by your service provider or system administrator. You can enter or modify your e-mail address, business, home, cell, pager, and fax phone numbers. You can also modify your time zone and locale.
Field Description
First name Your first name as it appears to other users (viewable field only). Last name Your last name as it appears to other users (viewable field only). Aliases An alias (if provisioned) that associates a Public Switched Telephone
Network (PSTN) phone number to your username (viewable field only). email E-mail address (for example tsmith@acme.com). Business phone Your business phone number. Home phone Your home phone number. Cell phone Your cell phone number. Pager Your pager number. Fax Your fax number. Timezone Y our time zone, in which your predefined My Times Call Screening times
Locale Y our language and region, for displa y in different languages, if supported.
are enforced.
You must log out and log on again for the changes to take effect.
3 Complete the required fields on the page.
4 Click Save.
Note: Some fields cannot be configured. For more information about
these fields, contact your system administrator.

Changing your password

When you change your password, your password changes for all client devices (Multimedia PC Client, Personal Agent, and Nortel IP Phone). The length and complexity of your password is determined by your system administrator.
Your password criteria can contain:
• minimum password length
• minimum number of digits
• minimum number of uppercase characters from A through Z
• minimum number of lowercase characters from a through z
• minimum number of special characters
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Your password cannot contain spaces.
To change your password, perform the following steps.
1 Click the Preferences icon on the Quick S tart page or from the top navigation
menu.
2 From the navigation pane, select Personal > Password. 3 Complete the required fields, using the following table.
Field Description New Password
Your new password (See your system administrator
for password criteria).
Confirm Password
Old Password
Confirmation of your new password.
The old password that you entered when your
registered with the Personal Agent.
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Tip: For security purposes, Nortel recommends that you change your
password periodically.
4 Click Save.
Note: For information about changing your Chairperson PIN, see
“Viewing and modifying your Meet Me conferencing details” on page 45.

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 picture, perform the following steps.
1 In the navigation pane, select Preferences > Personal > Picture.
From the Picture page that appears, you can add, view, or update your caller ID picture. The first time you access this page, you notice a shadow figure. The shadow indicates that you do not have a picture in the database.
2 In the My New Picture field, enter the path and file name of the picture to use
for your picture caller ID service.
OR
Click Browse and select the picture file. Preview your picture.
Tip: The system resizes pictures greater than 160 x 120 pixels. Use only .png or .jpg files. Your system administrator defines the maximum picture size.
3 Click Save to save the picture as your picture caller ID.
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