Nortel Networks AS 5300 User Manual

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Nortel AS 5300 Release 1.0 Standard 01.02

NN42040-105

June 2008

Nortel AS 5300 Personal Agent User Guide

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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.

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

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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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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

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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

Using your call logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Viewing call logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Calling contacts in the call log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Saving contacts from the call log information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

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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

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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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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.

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

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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.

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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

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.

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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)

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• 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

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.

• 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.

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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.

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.

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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.

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.

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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.

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.

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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

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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

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:

• 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.

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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

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.

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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4 Click Reset to reset your picture from the preview picture to your current

picture. The picture file you specify is sent to your service provider’s user database

and appears on the Multimedia PC Client, and on the Picture page each time you use the Personal Agent. The picture also appears in the address book in card view mode.

5 Click Delete to delete a picture.

Note: A picture caller ID appears when the contact is added to the

address book of the person being called.

Specify reasons

Use the Reasons page to specify a reason or list of reasons to appear on your IP Phone.

Specifying a new reason

T o specify a new reason or a list of reasons for rejecting an incoming call, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > Reasons. 3 In the New Reason box, enter the text of the reason. For example, Busy right

now or Try again later.

Tip: The reasons appear in the order that you enter them.

4 Click Add. 5 To add another reason, in the New Reason box, enter the text of the reason. 6 Click Add. 7 To save the reason, click Save.

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8 Click Reset to clear your input and reset your reason list to the last saved

settings.

9 Click Remove to remove the selected reason.

OR Click Remove All to remove all reasons.

Tip: The reasons appear on your IP Phone in the same order they appear in the Current Reasons window. Contact your system administrator if this option is not available.

Reordering the list of reasons

To change the order in which the reasons appear on your IP Phone, perform the following steps.

1 Navigate to Preferences > Personal > Reasons. In the Current Reasons

box, select a reason from the list.

2 Click Up or Down to change the order of the reasons list.

Tip: The reasons appear on your IP Phone in the same order they appear

in the Current Reasons window.

3 T o remove a reason from the list, select the entry in the Current Rea sons list. 4 Click Remove to remove the selected reason.

OR Click Remove All to remove all reasons.

5 Click Save to save your changes.

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Configure My Times

Use the My Times page to Add, Modify, Copy, Rename, or Delete day and time ranges when configuring conditions to screen and route your incoming calls.

Note: The Advanced Screening parameter must be enabled in your Service Package.

Adding a new day and time range

To add a new day and time range, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > My Times. 3 Click Add. 4 In the Select Days column, click the required days. In the FROM Time and

TO Time fields, select the required time.

5 Click Add Time. The selected day and time range appears in the Day/Time

Details section.

6 In the Enter a Name for this Day/Time Range box, enter a name for the day

and time range.

7 Click Save to save your new day and time range.

OR Click Cancel to return to the My Ti mes page without creating a new range.

Tip: To remove day and time ranges for a specific day, click the day in the Select Days column and click the Clear Day button. To remove the day and time ranges for all days, click the Clear All button.

Note: You can add more than one day and time combination to apply to the day and time range.

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Modifying a day and time range

To modify an existing day and time range, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > My Times. 3 In the My Times section, click an option. For example, My Office Hours. 4 Click Modify. 5 Enter your changes to the days and time ranges on the My Times page. 6 Click Add Time. The modified day and time range appears in the Day/Time

Details section.

7 Click Save to save your day and time changes.

OR Click Cancel to return to the My Times page without saving your changes.

Copying a day and time range

To copy a day and time range:

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > My Times. 3 In the My Times section, click the option you want to copy. For example, My

Office Hours.

4 Click Copy. 5 Enter a new name for the day and time range you want to copy. The copied

day and time range appears in the Day/Time Details section.

6 Click Save to save your changes.

OR Click Cancel to return to the My Times page without saving your changes.

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Renaming a day and time range

To rename a day and time range, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > My Times. 3 In the My Times section, click the option you want to rename. For example,

My Office Hours.

4 Click Rename. 5 Enter a new name for the day and time range you want to rename. The

renamed day and time range appears in the Day/Time Details section.

6 Click Save to save your changes.

OR Click Cancel to return to the My Times page without saving your changes.

Deleting a day and time range

To delete a day and time range, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Personal > My Times. 3 In the My Times section, click the option you want to delete. For example,

My Office Hours.

4 Click Delete. 5 Click OK to confirm that you want to delete the selected My Times option.

OR Click Cancel to return to the My Times page without saving your changes.

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Modifying your Nortel IP Phone settings

This section applies to the IP Client Manager (IPCM) connected to your IP Phone.

You can configure or modify your IP Phone preferences by clicking the Preferences icon on the Quick Start page or from the navigation pane. The following options appear when you click on IP phone from the navigation pane:

• Subjects

• Personalized presence

• Logout

Creating a subject list for your IP Phone calls

On your IP Phone, you can create a list of subjects to add to an outgoing call. The subject appears on the IP Phone (as well as other registered SIP clients) of the person you are calling and tells them why you are calling.

To create a new subject, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select IP phone > Subjects. 3 Enter the text of the subject in the New Subject box 4 Click Add. The subject appears in your Current Subjects box. 5 To add another subject, enter the text of the subject in the New Subject box. 6 Click Add. 7 To remove a subject, select the entry, and click Remove. 8 To remove all subjects in the list you created, select all the entries, and click

Remove All.

9 Click Save to save your new subjects.

Click Reset to clear all recent input and reset your subject list to the last saved settings.

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Changing the order of the subject list

To specify the order in which the subjects appear on your IP Phone, perform the following steps.

1 In the Current Subjects area, click a subject. 2 Click Up or Down to change the order of the subject list. 3 Click Save to save your changes.

Personalizing your presence

To customize a presence status note for display on the IP Phone, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select IP phone > Personalized presence. 3 In the New Note box, enter a note.

4 Click Add. 5 To add another note, enter the text of the note in the New Note box. 6 Click Add. The new note appears in the Current notes box. 7 To reorder the presence note for display on the IP Phone, select the note from

the Current notes box and click Up or Down.

8 Click Save to save the note. 9 Click Reset to clear your input and reset your note list to the last saved

settings.

10 To remove a note, select the note from the Current notes box and click

Remove. OR click Remove All to remove all notes.

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Logging off from your active phones

If you work in a number of locations and often log on to several IP Phones, you can use the IP phone option to check your logon status and logoff your active phone.

To log off your active phones, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select IP phone > Logout. 3 Log off from the IP Phone, based on the Device Label, MAC address, or

Users.

Tip: The IP phone option lists a separate entry for each phone you are logged on to.

4 Click the Log Me Out 5 Click OK to log off.

link from the IP Phone.

Viewing and modifying your available services

To view or modify the list of services that you are currently subscribed to, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Services.

The following options appear:

• Service package—a list of services assigne d to you by your service provider or system administrator

• Presence

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• Unified Communications

• Meet Me Conferencing—provides your conferencing bridge information

• Call park

Tip: You may see other menu items depending on your Service Package. See the documentation for those services.

Viewing your service package information

You can view the service package assigned to you by your system administrator.

Note: You cannot change any of the service package parameters that you view on the Service Package page. Contact your system administrator to request any changes to your service package.

To view the services enabled in your service package, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Services > Service package. 3 View the list of services assigned to you.

Note: The following table provides a list of Service Packages. Some of

the services and parameters listed may not be available to you as your system administrator may not have configured all the Service Package options or the service package option is available in a future release.

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Service Package option Description

Presence • View the online status of other users and

Basic Services Provides the core functionality that is not

Hot Line Available in a future release. Unified Communications Provides access to multimedia messaging

Client Collaboration Available in a future release. Calling Picture Display Display the picture of the caller. ParlayX Presence Available in a future release. QoS Available in a future release. Network Call Logs Available in a future release. Multi-Level Precedence and Preemption

(MLPP)

Voicemail Receive and retrieve your voice mail and also

Meet Me Audio Conferencing You can chair an audio conference by sending

allow others to monitor your status by indicating when your PC is inactive or when you are on the phone.

• Designate an address book contact as a Friend to see that person’s presence. Your system administrator configures the maximum number of Friends you can add to your address book.

• P rohibit a contact in your network from viewing your online presence status.

provided by the other services. For example, the ability to make a call.

services.

As an option when placing a call, you can specify the precedence level. A call must be initiated with a precedence level below or equal to the authorized precedence level initially provisioned for you. During call setup, this precedence level assures preferential call completion of higher precedence calls, even if it preempts lower precedence calls.

receive notification of waiting messages. For information about retrieving voice mail, see:

• Nortel AS 5300 M ultimedia PC Client User Guide (NN42040-107)

out a dial-in number and personal identification number (PIN) for a conference bridge. Video conferencing available in a future release.

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Service Package option Description

Advanced Addressbook The default number of contacts is 10. Your

system administrator configures the maximum number of contacts you can add to your address book.

Music On Hold You can provide music to callers that you put

on hold. Wireless Client Available in a future release. Instant Messaging Send text messages to other users whether they

are active on a client. Colorful Ringback Tones Available in a future release. Device Access Restrictions Available in a future release. Multiple Login Restriction Limit the number of simultaneous logon

sessions for a user. Click to Call Available in a future release. Ad- Hoc Audio Conferencing Join or conference multiple users in an audio

call. Ad Hoc Video Conferencing Available in a future release. Advanced Screening Define routes that affect how your calls and

instant messages are received. A route allows

you to specify locations that ring

simultaneously or sequentially when you

receive a call. A route can be defined to affect

only specific calls or instant messages, based on

the configured conditions. For example, the

time of day you receive the call and who is

calling. Call Park Available in a future release. Assistant Console Available in a future release. Assistant Support Available in a future release. Call Waiting Disable A vailable in a future release. Calling Name Display The name of the caller is displayed on incoming

calls. Calling Line ID Restriction Calling Line Identification allows you to

specify whether or not you want your name and

number to appear when you call someone. Converged Desktop Available in a future release. Converged Mobility Available in a future release.

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Service Package option Description

Direct to Gateway Available in a future release. IM chatroom Available in a future release. Malicious Call Trace Available in a future release. Multiple Call Restriction Available in a future release. Net6 Support on 2004 Configure the Nortel IP Phone 2004 to display

Web text. It allows the phone to connect to the

Net 6 server to display information from the

Web. It also allows a user to perform searches

of a corporate directory Packet Cable Multimedia Available in a future release. ParlayX Multimedia Messaging Available in a future release. ParlayX Third Party Call Control Available in a future release. Video Receive and transmit video calls. Wireless Gateway Available in a future release.

Viewing and modifying your Watchers List

T o see a list of people who have subscribed to your presence information, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Services > Presence > Watchers.

The list shows only the active username watching your presence, not all users registered to your presence. The date when an active watcher subscribed to your presence information also appears.

3 To ban an active watcher from seeing your presence information, click the

check box beside the watcher’s username.

4 Click the Ban watchers icon. The Banned watchers list appears with the new

banned watcher’s username.

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Setting up a Banned watchers list

You may want to ban someone from subscribing to your presence information in the future. Use the Banned watchers menu option to restrict access by other users who do not currently appear in your watchers list.

To ban someone from viewing your presence information, perform the following steps.

1 In the navigation pane, select Preferences > Services > Presence > Banned

Watchers.

2 Enter the SIP address of the person you want to ban. 3 Click Save. The person you added to the ban list can still call you, but they

can no longer see your online status. The name now appears in a list of banned users.

4 To delete a user from your ban list, click the Delete link next to Banned User.

Click OK at the confirmation message.

The party is removed from the ban list.

Modifying your Auto presence service

If you have the Automatic presence service enabled in your service package, you can automatically let other users in your domain know whether you are away from your PC or on the phone.

To modify your Automatic presence options, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

2 In the navigation pane, select Services > Presence > Auto presence. 3 In the Report when on the phone, select Yes or No. 4 In the Inactivity Timer (in minutes) box, enter a time value in the range of

10 to 600 minutes.

5 Select Report when inactive, and enter a time value in the range of 10 to 60 0

minutes into the Inactivity Timer (in minutes) field. This value is the number of minutes that must elapse before your status is reported as inactive.

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People who subscribed to your presence are alerted to your presence status after the elapsed time.

6 The Inactivity Timer (in minutes) option applies only to the Personal Agent,

which includes the Multimedia PC Client. This option does not apply to the Nortel IP Phone.

Viewing and modifying your Unified Communications details

The Unified Communications service provides you with integrated access to your voicemail messages from a preferred client device, such as a PC, Voice over IP (VoIP) phone, wireless phone, or a traditional circuit switched telephone. Use the Personal Agent to view and modify the details of your account.

Click Preferences > Services > Unified Communications > Overview to display your mailbox number and the access numbers for the Unified Communications service. The Unified Communications page appears.

Configuring your greeting message

To select which recorded greeting plays when a user leaves you a message, perform the following steps.

1 Select Preferences > Services > Unified Communication > Greetings > Set

Active Greetings. The Unified Communications Greeting page appears.

2 From the list, select the recorded greeting to play when a user leaves you a

message:

•System

• Temporary

• Personal

• Custom (up to three custom greetings)

3 Click Save to save your changes after you complete your work.

OR Click Reset if you made changes and you do not want to save them.

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Modifying your current greeting settings

To modify your greeting settings, perform the following steps.

1 Select Preferences > Services > Unified Communications > Greetings >

Greeting settings.

2 Click the Modify link for each greeting, to specify a different email address to

deliver your voicemail message to and to assign transfer destinations.

3 Click Save to save your changes after you complete your work.

OR Click Reset if you made changes and you do not want to save them.

Changing your PIN

To change your Personal Identification Number (PIN) for accessing your mailbox, perform the following steps.

1 Click Preferences > Services > Unified Communications > PIN.

2 Enter a new PIN (from 4 to 10 digits) in the New PIN field. 3 Enter the new PIN again in the Confirm PIN field. 4 Confirm these changes by entering your Personal Agent password in the

Confirm Personal Agent password field.

5 Click Save to save your changes.

OR Click Reset if you made changes and you do not want to save them.

Configuring your email preferences

To change the email delivery options of your voicemail messages:

1 Select Preferences > Services > Unified Communications > Greetings >

Email preferences.

2 Modify the email delivery options of your voicemail messages.

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3 Click Save to save your changes.

OR Click Reset if you made changes and you do not want to save them.

Controlling your automatic login

To control your Unified Communications logon when using other Public Switched Telephone Network (PSTN) telephone (such as a cell ph one) that are not hosted by the AS 5300 network, perform the following steps.

1 Select Preferences > Services > Unified Communications > Greetings >

Auto Identification.

2 Click Save, after you select an option to use automatic identification when

calling from your client.

3 Provide direct access to your mailbox by using the customizable option to

enter up to three different PSTN or Electronic Switched Network (ESN) numbers.

4 Click Save to save your changes.

Click Reset if you made changes and you do not want to save them.

Remember that the customizable option only allows you to enter valid PSTN or ESN digits and not a user name. Only PSTN numbers that are not hosted by the AS 5300 network can be used for automatic identification. For example, automatic identification does not work when subscribers call from a known device, such as the cell phone or home phone. The numbers listed in the Aliases field in Preferences > Personal > Contact Info will not work. You would list a user’s PSTN number as an Alias number for that user, so you would not enter that number as an address to be auto-identified. Instead, you would use auto-identification for the my client the user is logged on as.

Configuring recording time for incoming voicemail messages

To configure the maximum recording time for incoming voicemail messages, perform the following steps.

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1 Select Preferences > Services > Unified Communications > Greetings >

Message Storage.

2 Click Save to save your changes.

OR Click Reset if you made changes and you do not want to save them.

Viewing and modifying your Meet Me conferencing details

The Meet Me audio conferencing service enables you to have a personal conference bridge, available 24 hours a day. Personal Identification Numbers (PIN) control access to bridge resources. When participants dial into the bridge, they receive a greeting and a request to enter an Access Code. The Access Code uniquely identifies your personal bridge. Only you, as the chairperson (the person who owns the bridge), can open the bridge and allow all participants to join.

To view the details of your bridge, perform the following steps.

1 Click the Preferences icon on the Quick S tart page or from the top navigation

menu.

1 In the navigation pane, select Services > Meet Me Conferencing. The Meet

Me page appears.

2 View the specific details of your conference information:

• Dial-In Number

• Access Code

• Collaboration URL (static). Remember to contact your service provider or system administrator to

request any changes to the conference phone numbers, conference access code, or static conference URL.

• PIN—To change the Chairperson PIN, click PIN. In the Meet Me: Change PIN window, click New Chair PIN and enter the ne w PIN (from 4 to 10 digits), reenter the PIN in the Confirm PIN box, and in the Confirm Personal Agent password box, enter your Personal Agent password. Click Save.

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• A check box to indicate whether or not the conference will end when you disconnect from the call.

• A check box to indicate whether or not to receive instant messages (such as attendance roster and collaboration material access) during the conference

• A check box to allow interactive participants to use audio emoticons. Your system administrator provides the media source files for the audio emoticons.

• Email address to receive conferenc e recordings.

• Option buttons to select audio entry/exit tone indicators to announce the arrival and departure of conference participants.

3 Click Save.

OR Click Reset if you do not want to save the changes.

Configuring Calling Line Identification

Use the Calling Line Identification feature to specify if you want your name and number displayed when you call someone. This service must be enabled in your service package.

To change your Calling Line ID Restriction setting, perform the following steps.

1 On the Quick Start page, click Preferences.

OR In the navigation pane, select Preferences > Services > Calling Line ID

Restriction.

2 If you want your name and number displayed when you call someone, select

No from the Calling Name/Number Privacy list.

3 If you do not want your name and number displayed when you call someone,

select Yes from the Calling Name/Number Privacy list.

Note: If you enable this service, your calling ID appears as either unknown or anonymous.

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4 Click Save to save your changes.

OR Click Reset if you made changes and you do not want to save them.

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Using your directories

The Directory icon appears on the Personal Agent Quick Start page or on the top navigation menu. Using the Directory icon you can:

• create and maintain a personal address book of your personal contacts and groups of contacts

• access a global address book of all users in your domain

• call a contact from your personal or global address book

• access details about a contact including their presence status

Topics in this chapter include:

• “Understanding Personal Agent address books” on page 49

• “Using your personal address book” on page 50

• “Managing your contacts in your personal address book” on page 54

• “Using the global address book” on page 58

Understanding Personal Agent address books

The following address books are available in the Personal Agent:

• personal address book—contains contact information you enter

• global address book—contains contact information for all users in your domain. Your system administration maintains the global address book.

Tip: Information in your personal and global address book can be used as a condition when you define a route to handle your incoming calls. For more information about call routing, see “Using your Personal Agent

Routes Wizard” on page 67.

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Note: The system administrator must enable the global address book

before you can use it.

Using your personal address book

Your personal address book contains a dynamic list of contacts that contain a user’s nickname, first name, and last name. Yo u can choose to place your contact in a group or in your list of Friends.

Tip: When you add a contact or make a change to a contact using the Personal Agent, your personal address book automatically update s and synchronizes with the Multimedia PC Client and IP Phones.

To access the personal address book, click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu.

Your personal address book has two options for viewing your contacts:

• List view—a traditional table view

• Card view—a business card view (including a picture of the contact, if available)

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Both the List view and Card view have the following icons for accessing your personal address book.

Click this icon To

Add a new contact to your personal address book

Remove selected contacts from your personal address book

Create, rename, and delete contact groups in your personal address book

Viewing your contacts in List view

To view your personal address book contacts in List view on the Personal Agent Quick Start page, click the Directory icon.

Sorting your contacts

To sort your contacts, perform the following steps.

1 Click a column name to sort by that column.

For example, click the First Name column to sort your co ntacts by first name.

2 Click the column name again to sort in reverse.

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Searching for a contact

The following table describes the criteria you can use to search for a contact.

Field Search criteria Nickname An alternate name assigned to a subscriber. For

example, you can assign the nickname manager to the person you work for.

Name • First name and last name of the contact. For

example, searching for the contact with the Name of Smith returns contacts with the first name Smith and contacts with the last name Smith.

• Both first and last name of the contact. For example, the string John Smith returns contacts with the first name John and the last name Smith.The search string Smith, John, also returns the same contacts.

• Name matching continuation. For example, entering a y returns all contacts starting with the letter Y.

Last name Last name of the contact. First name First name of the contact. Phone number Telephone number of the contact. SIP address The SIP address of the contact on the IP network. It

has the same format as an e-mail address, for example, jdoe@lab1.org, but it is not an e-mail address.

Friends Nickname, first name, or last name of the contact. Group Name of the group that the contact is a member of.

For example, searching for Work returns all contacts that are members of that group.

To search for a contact, perform the following steps.

1 From the SEARCH list, select Personal address book. 2 From the FOR list, select a criteria to search for. For example, First name

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3 Enter a search string in the text box and click Search.

Tip: You can enter a wildcard symbol (*) at the beginning or middle of a

search string. For example, searching for J*n returns all contacts named John, Jon, and Jen. Use quotation marks (") before and after a search string to specify an exact match. For a complete list of the search criteria, see “Address Book Search Criteria” on page 81.

Viewing details about a contact

To view details about a contact, perform the following steps.

1 Click on the Nickname link. A new window appears listing details about the

contact, including an icon that indicates their presence status on the network.

2 Click the Back button to return to the contact list.

Calling a contact in your personal address book

To call a contact in your personal address book from List view, perform the following steps.

1 In the Call column, click the Call link to make a call. 2 The Click to Call page appears. For more information on using Click to Call,

see AUTHOR NOTE: add link.

Viewing your contacts in Card view

To view your personal address book contacts in Card view, perform the following steps.

1 Click the Directory icon on the Personal Agent Quick Start page or on the top

navigation menu.

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2 Click the Card View tab.

Tip: A shadow figure in the Picture column means that there is no

picture ID available for the contact.

Viewing details about a contact

To view details about a contact, perform the following steps.

1 Click on the link beside the contact’s name. A new window appears listing

details about the contact, including an icon that indicates their presence status on the network.

2 Click the Back button to return to the contact list.

Managing your contacts in your personal address book

Your personal address book helps you manage, track, and access information about all of your contacts.

Adding a contact to your personal address book

Note: The maximum number of contacts that you can add to your

personal address book depends on your Service Package.

To add a contact in your personal address book, perform the following steps.

1 Click the New button on the Directory page. 2 Complete the fields with your contact’s personal information.

Required fields are indicated with an asterisk (*).

3 Select the Friend check box to make this contact a Friend. 4 Select a group from the Group list to place this contact in a group.

The default group is No Group.

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5 Click Save to save this contact to your personal address book and close the

window.

Click Cancel to return to your personal address book without saving your changes.

Editing a contact

If a contact’s information changes, you can modify your personal address book.

Note: If you configure the Call Forward service from user A to user B, and then change any of the address details of user B in the address book (using the Personal Agent), you must reenable the Call Forward service in the service package. The Call Forward service is not associated with the address book.

Editing a contact—List view

T o edit details about a contact in List vie w in y our personal address boo k, perform the following steps.

1 From List view, click the Nickname link for the contact that you want to edit.

A new window appears listing details about the contact.

2 Click Edit. 3 Enter or revise the contact information, including Friend or Group selections. 4 Click Save.

OR Click Copy. OR Click Cancel to return to the previous screen without saving your changes. OR Click Back to return to your personal address book.

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Editing a contact—Card view

To edit details about a contact in Card view in your personal address book, perform the following steps.

1 From Card view, select the contact that you want to edit. 2 Click Edit in the Edit column. 3 Enter or revise the contact information, including Friend or Group selections. 4 Click Save.

OR Click Copy. OR Click Cancel to return to the previous screen without saving your changes. OR Click Back to return to your personal address book.

Deleting a contact

To select a contact or several contacts to delete, perform the following steps.

1 In the Select column, select each contact you want to delete. 2 Click Delete. 3 Click OK to confirm the deletion.

The contact or contacts are deleted from your personal address book. These changes are automatically synchronized with the Multimedia PC Client and the IP Phones.

Adding a new group

You can organize your contact entries into groups. For example, you can create a group called Work for your office contacts, another called Personal for your personal contacts.

To add a new group, perform the following steps.

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1 On the personal address book page, click the Groups button. The groups

page appears.

2 In the Enter new group name box, type the name of the new group. 3 Click Add. 4 Repeat Step 2 and Step 3 to add more groups. 5 To rename a group, select the group in the Groups window and click

Rename.

6 To delete a group, select the group in the Groups window and click Delete. 7 Click Back to return to your personal address book.

Designating a contact as a Friend

Note: To designate a contact as a Friend in your personal address book,

Presence must be enabled in your service package. Your service package determines the maximum number of contacts that you can designate as Friends. By designating a contact as a Friend, you can view their activity by clicking the Friends Online button in the Multimedia Web Client. For more information, see Nortel AS 5300 Multimedia PC Client User Guide (NN42040-107).

You can use the Personal Agent to create, view , and update your Friends contacts. Your Friends are contacts that you work with or correspond with regularly. When you designate contacts as Friends, you can view their online status.

To designate a contact as a Friend, perform the following steps.

1 Select the Friend check box in the contact details page when you enter

contact information in your personal address book (Card view or List view).

2 Click Save.

The contact you designated as a Friend now appears in your personal address book (List view) with the Friends icon appearing in the Friends column for the selected contact.

In Card view, the contact you designated as a Friend appears with the Friend icon next to the contact name.

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3 To remove a contact as a Friend, clear the Friend check box in the contact

details page (List view or Card view) and click Save.

Tip: You can also use the Multimedia PC Client or IP Phone to see whether a Friend is online.

Using the global address book

Your global address book lists all the users in your domain. Your service provider or system administrator creates and maintains this list. It must be enabled by your system administrator before you can see it.

Your global address book has the following two viewing options for your contacts:

• List view—a traditional table view

• Card view—business card view (including a picture of the contact, if available)

Accessing the global address book

To access the global address book, click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu.

Note: By default, the active book is always your personal address book in List view format.

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Searching for users in the global address book

The following table describes the criteria you can use to search for users in the global address book.

Field Search criteria

Username User name of the user (assigned by your service provider

Name • First name and last name of the user. For example,

Last name La st name. First name First name. Phone number Telephone number.

or system administrator). For example, eburns.

searching for a user with the Name of Smith returns users with the first name Smith and contacts with the last name Smith.

• Both first and last name. For example, the string John Smith returns users with the first name John and the last name Smith.The search string Smith, John, also returns the same users.

• Name matching continuation. For example entering a y returns all users startin g with the letter Y.

To display users from the global address book, perform the following steps.

1 Select Global address book from the SEARCH list. 2 Select a search field from the FOR list. 3 Enter a search string in the text box. For a complete list of the search criteria

you can specify to search for a contact, see “Global Address Book search

criteria” on page 84.

Tip: You can enter a wildcard symbol (*) at the beginning or middle of a search string. For example, searching for J*n returns all contacts named John, Jon, and Jen.

Use quotation marks (") before and after a search string to specify an exact match.

4 Click Search. A new window appears.

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5 Click Return to my address book, to return to your personal address book.

Working with the global address book—List view

Use the global address book to access a single, common network-wide address book, in a list format.

Sorting users

To sort users in the global address book, perform the following steps.

1 Click a column name to sort by that column.

(For example, Last name, First name, Office, or Home)

2 Click the column name again to sort in reverse.

Viewing details about a user

To view details about a user in the global address book, perform the following steps.

1 In the Last name, First name, Office, or Home column, click a highlighted

user. A page appears listing details about the user, including an icon that indicates

their presence status on the network.

2 Click Close to return to the global address book page 3 Click Add to add this user to your personal address book.

Initiating a call to a global address book user

To initiate a call to a user in the global address book, perform the following steps. 1 Click the Call link in the Call column to call the user in your global address

book.

2 Click the Call button to place a call to the user.

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Working with the global address book—Card view

The following table describes the criteria you can use to search for a user in your global address book.

Field Search criteria

Username User name of the user (provided by your service provider or

Name • First name and last name of the user. For example,

Last name Last name of the user. First name First name of the user. Phone number Telephone number of the user.

system administrator). For e xample, eburns.

searching for the user with the Name of Smith returns users with the first name Smith and users with the last name Smith.

• Both first and last name of the user. For example, the string John Smith returns users with the first name John and the last name Smith.The search string Smith, John, also returns the same users.

• Name matching continuation. For example, entering a y returns all users star ting with the letter Y.

To access the global address book in Card view, perform the following steps.

1 Select Global address book from the SEARCH list. 2 Select a field to search on in the FOR list. 3 Enter your search criteria.

Tip: You can enter a wildcard symbol (*) at the beginning or middle of a

search string. For example, searching for J*n returns all contacts named John, Jon, and Jen.

Use quotation marks (") before and after a search string to specify an exact match.

4 Click Search. 5 To see the results of your search in Card view, click the Card View tab. The

global address book displays the user or users in your gl obal address book that

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match the specified search criteria and includes a thumbnail picture of the user (if available).

Adding global address users to your personal address book

You can add users from the Global address book to your personal address book.

To select a user to add to your personal address book, perform the following steps.

1 Search for a user or users in the Global address book (Card view or List view). 2 Select the users you want to add by selecting the check box in the Select

column.

3 Click the Add button to add the selected entries to your personal address

book. The message Adding address book entries appears.

4 Select the Add users as friends check box if you want to designate the users

as Friends.

5 Select a group from the Add users to group list to place the users in a group.

Note: You receive an error message if you attempt to add users from

your global address book that hav e the same Last name or First name as the Nickname field def ined in your personal address book.

6 Click OK to save your changes.

Click Cancel to return to the Global address book without saving your changes.

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Using your call logs

Use the Personal Agent to view a list of the incoming and outgoing calls made by any device that you are logged on to.

Topics in this chapter include:

• “Viewing call logs” on page 63

• “Calling contacts in the call log” on page 64

• “Saving contacts from the call log information” on page 6 4

• “Clearing call log information” on page 65

Viewing call logs

Your Inbox shows information about the caller’s name, the time and duration of the call, and caller address. The icons in the Type column of your inbox indicate whether you answered the call or not.

indicates that the call was answered

indicates that the call was not answered

Your Outbox shows information about the calls you have placed including the contact names, the time and duration of the calls, and their SIP addresses

To view your call logs, perform the following steps.

1 Click on the Call logs icon in the top navigation bar.

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2 Click on the Inbox tab to view the calls you have received. 3 Click on the Outbox tab to view the names of people you called.

Note: Network-based call logs capture all missed calls whether the

caller leaves a message or not.

Calling contacts in the call log

To call a contact from the call logs in your inbox or outbox, perform the follo wing steps.

1 Click the Call logs icon in the top navigation bar. 2 Select the Inbox tab or the Outbox tab. 3 In the Call column, click the Call link beside the contact name you want to

call. The Click to Call window appears.

4 In the Ring me at section, select a device from the Device list that you want to

initiate the call from.

5 In the Ring me at section, enter a new number or registered SIP address in the

Phone # or Address field if you do not want to use a preconfigured telephone number or registered SIP address to call the personal address book contact.

6 In the Make Call To section, enter a new number or registered SIP address in

the Phone # or Address field if you do not want to use a preconfigured telephone number or registered SIP address to receive calls from the contact in your personal address book.

7 Click Call.

The system rings you. After you answer, the system makes a second call to the contact in your personal address book.

Saving contacts from the call log information

To save a contact from a call log to your personal address book, perform the following steps.

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1 From your call log Inbox or Outbox, select the check box beside the name of

the contact you want to save.

2 Click the Add to directory button.

The new contact appears in the Directory list.

Clearing call log information

To remove one or more entries in a call log, perform the following steps.

1 Select the check box beside the name of the contact you want to delete. 2 Click the Delete entry button. 3 Click OK to confirm the deletion.

The Call logs page refreshes and the entry no longer appears.

Tip: The Select all button under the call log selects every entry in the call log. The Clear all button clears all check marks beside entries in the call log.

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Using your Personal Agent Routes Wizard

The Personal Agent Route wizard solve s the problem of having different contact numbers for different communication devices. For example, office phone, home phone, or mobile. Use the Route wizard to build routes for all or specific incoming calls, or to block anonymous callers.

Note: Advanced screening must be enabled in your service package to use the Personal Agent routing capabilities. If you do not have routing capability , you ha ve a def ault route configured that rings your telephone. If you subscribe to the voice mail service, unanswered calls route to your voicemail.

Topics in this chapter include:

• “Understanding Routing” on page 68

• “Understanding the Personal Agent Route wizard” on page 68

• “Using the Personal Agent Route wizard” on page 69

Tip: Some features, such as Call forward, can be configured at the

IP Phones and may override the routes that you configure with the Personal Agent.

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Understanding Routing

Use routes to perform actions on your incoming calls and instant messages (IM) based on a set of conditions or exceptions. For example, you can create a route named Lunch that specifies a condition that calls receiv ed between 12:00 p.m. and 1:00 p.m. Monday through Friday are routed to your mobile phone first and then sent to your voice mail.

Tip: Routes apply to incoming calls in the order they are listed in the List of Routes window. Click Move up or Move down to change the order of how your incoming calls are treated.

Understanding the Personal Agent Route wizard

You use the Personal Agent Route wizard to create routes. The wizard presents step-by-step procedure that makes the task of creating rules and conditions for your incoming calls easier.

Use the Route wizard to:

• define routes to handle your incoming calls and instant messages

• specify how specific calls should be presented to you and on what devices in a simultaneous or sequential fashion

• specify personalized time blocks to further define your routes so that you are always reachable

• send an instant message when proces sing a ring list

Note: Your routes are bypassed when you place an emergency services call. Calls returned by emergency services personnel bypass your route list and ring at the location where the call originated.

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Understanding the Route wizard steps

The following table describes the steps to follow when you create a route using the Personal Agent Route wizard.

Step Specifies

Step 1: Initiate action

Main action or actions that initiates the processing of the route. There are two options to select from: When a call is received or When an Instant Message is received. Select the desired option by selecting the appropriate check box.

Step 2: Conditions

Call filtering conditions that are applied before the Actions in Step 3 can take place.

Step 3: Actions

The actions performed when a call is received. Actions are defined according to the services enabled in your service package.

Step 4: Exceptions Step 5: Finish

Exceptions to the filtering conditions defined in Step 2. Name of the route, and whether the route should be active

and saved.

Navigating the Route wizard

The following describes the buttons in the Route wizard:

• Next—go to the next step.

• Back— return to the previous page to make changes.

• Cancel—cancel the creation or modification of the route.

• Finish—complete a step.

• Save—save the route.

Using the Personal Agent Route wizard

To start the Personal Age nt Route wizard, perform the following.

1 Click the Route button on the Personal Agent Quick Start page or on the top

navigation menu.

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The first time you use the Route Wizard, the List of routes page appears. It shows a Default route selected that appears dimmed.

2 Click New to create a new route and launch the Route Wizard.

Step 1: Initiate action

In Step 1 of the Route Wizard, specify the main actions that initiate the processing of the route. Select "When a call is received" or "When an instant message is received". Click Next to go to “Step 2: Conditions” on page 70.

Step 2: Conditions

In Step 2 of the Route Wizard, select how you would like to filter calls received.

Click this link To specify

From THESE PEOPLE in my Pers on al Ad dress Bo ok

From THESE PEOPLE in my Global Address List

From THESE GROUPS in my Directory

From THESE TELEPHONE NUMBER(S)

From anonymous When a call is received from an unknown caller. Received in SPECIFIC DAY/

TIME RANGE(S)

Contacts from your personal address book that you want to include in the condition.

A user (or users) from the global address book that you want to include in the condition.

The lists of contacts that you have organized into meaningful groups in your personal address book (for example, Friends, Family, Work, Projects) that you want to include in the condition.

The SIP Address or phone number of the person (or persons) calling you.

The days and hours of the day and week when you want the condition to apply. For more information about using the My Times feature to configure Day/ Time ranges, see “Configure My Times” on page 31.

Note: The global address book must be enabled by the system administrator before it can be used.

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Specifying contacts from your personal address book

To specify a contact from your personal address book as a condition, perform the following steps.

1 Click the From THESE PEOPLE link

. A new window appears.

2 In the Search for field, enter a search criteria to select a contact (or contacts)

from your personal address book.

3 Click Search. 4 In the Select column, select a contact (or contacts).

OR Click Select all to select all contacts to include in the condition.

5 Click OK to accept the selected contacts.

OR Click Cancel to quit this window.

6 To edit the condition, click the link in the Route details window. 7 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying users from the global address book

To specify a users from the global address book as a condition, perform the following steps.

1 Click the THESE PEOPLE link. 2 In the Search for field, enter a search criteria to select users from the global

address book.

3 Click Search. 4 Select a user (or group of users) from the Select column.

Click Select all to select all users from the global address book.

5 Click OK to accept the selected users.

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Click Cancel to quit this window. The Step 2. Conditions window appears with the global address conditions

you specified listed in the Route details window.

6 To edit the condition, click the link in the Route details window. 7 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying groups

To specify a group as a condition, perform the following steps.

1 Click the THESE GROUPS link. A new windows appears. 2 Select the group (or groups) of people that you have organized into groups

(such as Family, or Friends) as defined in your personal address book.

3 Click Select all to select all groups. 4 Click OK to accept the selected groups.

OR Click Cancel to quit this window.

5 To edit the condition, click the link in the Route details window. 6 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying telephone numbers

To specify a phone number, a list of phone numbers, or a SIP Address of an incoming call as a condition, perform the following steps.

1 Click the THESE TELEPHONE NUMBER(S) 2 Enter a phone number (or a list of phone numbers) or a SIP address.

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Add one number or SIP address on each line. Click OK to accept the selected phone numbers or SIP addresses.

3 Click Cancel to quit this window. 4 To edit the condition, click the link in the Route details window. 5 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying a condition for an anonymous incoming call

You can configure conditions to handle incoming calls from an anonymous caller , perform the following steps.

• reject the incoming call without specifying a reason

• reject the call and specify a reason for the rejection

• send the call to voice mail (if enabled in your service package)

• send the call to a particular phone number

For more information about configuring the actions for an incoming anonymous call, see “Specifying an ordered list” on page 76, and “Specifying a rejection

message” on page 78.

To specify an anonymous caller condition, perform the following steps.

1 In the Step 2: Conditions window, select the Received in “Unavailable

option.

Busy”

2 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying a condition for Unavailable Busy

You can configure conditions to handle incoming calls when your presence state is configured to Unavailable Busy:

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• reject the incoming call without specifying a reason

• reject the call and specify a reason for the rejection

• send the call to voice mail (if enabled in your service package)

• send the call to a particular phone number

Tip: Presence Based Routing in your service package controls this parameter.

For more information about configuring the actions for an incoming calls while you are Unavailable Busy, see “Specifying an ordered list” on page 76 and

“Specifying a rejection message” on page 78.

To specify an incoming call condition while Unavailable Busy, perform the following steps.

1 In Step 2: Conditions window, select the From anonymous

check box.

2 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying day and time ranges

To specify the days and times ranges for the condition to apply, perform the following steps.

1 Click the SPECIFIC DAY/TIME RANGE(S) link. The My Times window

appears.

Tip: For complete information about configuring My Times day and time ranges, see “Configure My Times” on page 31.

2 Select a previously defined day and time range (for example, My Office

Hours).

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View the graphic display of highlighted My Times.

3 Use the buttons to create new My Times day and time ranges or manage

existing My Times ranges.

4 Click Save to accept selected My Time s.

OR Click Cancel to quit this window.

5 To edit the condition, click the link in the Route details window. 6 Continue to specify conditions.

OR Click Next to go to the next step.

Step 3: Actions

In Step 3: Actions of the Route Wizard, specify what action or actions to perform on your incoming calls. For example, you can configure the following mutually exclusive actions:

• specify numbers to ring simultaneously or sequentially in ordered lists

• send a rejection message (Public Switched Telephone Network [PSTN] callers will receive a busy tone)

• send the request to email (PSTN callers will receive a busy tone)

• display a call window

• send the call to voice mail

Note: Actions are defined according to the service, like Advanced screening, enabled in your service package.

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Specifying ordered lists

Use the Personal Agent to configure ho w and where you want your incoming calls to ring by using ordered lists. An ordered list is a group of SIP addresses or phone numbers associated with your user name (the name you register under) in your organization's or service provider's user database. An ordered list enables your incoming calls to follow you if you are not at your desk or primary device location.

Using ordered lists, you can specify the sequence of phone numbers to ring first, second, and so on. You can specify how many times the phone in each list should ring. Finally, you can specify whether or not the incoming call should go to voice mail (if you are subscribed to and provisioned for voice mail).

Tip: Your service package restricts the maximum number of ordered lists and phone numbers in each list.

Your calls route differently based on the identity of the caller. Based on your ordered lists, incoming calls can be forwarded or routed to any number of devices or clients. You can send a Web page in response to an incoming call, as well as send a response in the form of an instant message.

Specifying an ordered list

To specify an ordered list for your incoming calls, perform the following steps.

1 In the Step 3: Actions window, select Ring my devices in the following

ordered list.

Note: Your service package controls the options available in this window.

Note: The number of ordered lists grows depending on the Advanced Screening service parameters in your service package. If you have Voice mail enabled in your service package, the option for "If no answer then send to voicemail" appears when creating an ordered list.

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Note: If you do not have Voice mail enabled, the Personal Agent Route Wizard does not pro vide the ability to create a route that terminates a call to voice mail. However, if Voicemail is enabled, and you do not have Advanced Screening in your service package, then you only see the default route.

2 Select the first option in the list. In the Ring THESE NUMBERS first in my

list, click the link incoming call reaches a ring list.

In the following figure, you select a number of actions for an incoming call.

Check this box to select the desired actions for the

ordered list.

Menu Type automatically populates the phone number or address fields. Use Other to enter another address. This information is obtained from your contact info defined in Preferences.

to specify a list of numbers that are called when the

Specify how many times to ring the specified numbers.

Specify the

numbers that ring

simultaneously

when routing a call.

Instant message sent when processing the ordered list. Client must support Instant Message.

3 Select the actions for the incoming call. 4 Click OK to return to the Actions page. 5 Continue specifying ordered lists. To edit the ordered list, click the links in

the Route details window.

6 When you are finished specifying conditions, click Finish to name your route

and save your route details.

7 If you wish to specify exceptions, click Next.

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Specifying a rejection message

To specify a reje ct message, perform the following steps.

1 In the Step 3: Actions window, select the Rejection option. 2 Click the MESSAGE link to compose a message to display when an

incoming call from an anonymous caller activates the route. The Select rejection message window appears.

3 To compose a rejection message, click New. A dialog box opens. 4 Type the text for your message in the dialog box and click OK. The rejection

message appears in the Select rejection message window.

5 Select the rejection message to activate it. 6 Click OK to return to the Route wizard. Your reject reason appears in the

Route details window.

7 To edit the message, click the Rejection link in the Route details window. 8 Continue to specify conditions.

OR Click Next to go to the next step.

Specifying an e-mail request

To specify an ema il request when you receive an incoming call, select the option to request an email (PSTN callers will receive a busy tone).

With this option, the system requests that callers send e-mail to the e-mail address of the user that they called. The phone does not ring.

Step 4: Exceptions

In Step 4: Exceptions of the route wizard, specify exceptions to the conditions that you specified in Step 2: Conditions. The method for specifying exceptions is consistent with the method for specifying conditions. For more information about specifying conditions, see “Step 2: Conditions” on page 70.

The following links are available as exceptions:

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• From THESE PEOPLE in my Personal Address Book

• From THESE PEOPLE

in my Global Address Book

• From THESE GROUPS in my directory

• From THESE TELEPHONE NUMBER(S)

• From anonymous

• Received in “Unavailable Busy”

Tip: The Received in SPECIFIC DAY/TIME RANGE(S) link is not availab l e as an exception.

If you have Presence based Routing enabled in your service package, you see the Received from "Unavailable Busy" parameter.

1 To edit the condition, click the link in the Route details window. 2 To go to the next step, click Next.

Step 5: Finish

Before you complete the final step in configuring your route, Nortel recommends that you view all the route details to ensure that you are satisfied with the conditions, actions, and exceptions.

If the route is complete, name the route and configure the route to active.

1 Specify a unique name for the route in the text box provided. 2 Click the Make this route active check box. 3 Click Save to save the route information and activate the route.

Incoming calls are now processed according to your active route or routes.

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Address Book Search Criteria

Topics in this chapter include:

• “Personal address book search criteria” on page 82

• “Global Address Book search criteria” on page 84

Note: The phone number field is case-sensitive in both the personal and global address books. All other fields are not case-sensitive.

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Personal address book search criteria

The following table provides a detail ed description of th e Perso nal Ad dress Book search criteria.

Field Example search criteria Results

Nickname *nick Returns entries that end with nick and start

with anything (appends *). *nick* Same as *nick. nick Finds entries that starts with nick (appends

*). nick* Same as nick.

Name name Returns anything that starts with first name

and starts with last name (appends * to

both). name* Same as name. *name Returns entries that have first name or last

*name* Same as *name. firstname lastname Returns anything starting with last name

firstname* lastname* Same as "firstname lastname". firstname* lastname Same as "firstname lastname". firstname lastname* Same as "firstname lastname". lastname, firstname Returns anything starti ng with last name

lastname*,firstname Same as "lastname firstname". lastname, firstname* Same as "lastname firstname". lastname*, firstname* Same as "lastname firstname". lastname*, *firstname Returns entries starting with last name and

lastname*, *firstname* Same as "lastname*, *firstname".

name that contains name (appends * at

end).

and starting with first name (appends * to

both).

and starting with first name (appends * to

both).

containing first name in the first name

(appends * to the firstname).

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Field Example search criteria Results

*lastname, firstname Returns entries containing last name and

*lastname, firstname* Same as *lastname, firstname.

Last name ( *lastname Returns entries containing lastname

*lastname* Same as *lastname. lastname* Returns entries starting with lastname. lastname Same as lastname*.

First Name *firstname Returns entries containing firstname

*firstname* Same as *firstname. firstname* Returns entries starting with firstname. firstname same as firstname*.

Phone Number phoneNumber Returns entries starting with

phoneNumber* Same as phoneNumber.

SIP Address *sipAddress Returns entries containing sipAddress.

sipAddress* Same as *sipAddress. sipAddress* Returns entries starting with sipAddress. sipAddress Same as sipAddress*.

Friends Rules similar to the last name and first name search apply to this search criteria,

but the search is carried out with the condition that the entry being searched for is a Friend.

Group *groupName Returns entries belonging to group

*groupName* Same as *groupName. groupName Finds entries belonging to the group

groupName* Same as groupName.

no criteria — Returns all the entries in the address

starting with first name (appends * to the

firstname).

(appends *).

phoneNumber (appends *).

containing groupName in the name of the

group (appends *).

starting with groupName (appends *).

book.

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Global Address Book search criteria

The following table provides a detailed description of the Global Address Book search criteria.

Field Example search criteria Results

Username user@domain* Returns entries that have a user name

that starts with user@domain. user@domain Same as user@do main*. user* Returns entries which have username

starting with user. *user* Returns entries that have user in the

username.

Name name Returns anything with first name or last

name* Same as "name". *name Returns anything that has first name or

*name* Same as *name. "name" Returns all users that have the last name

name starting with name (appends * at

end).

last name that contains name (appends *

at end).

or first name that match the search

criteria within the quotation mark s.

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Field Example search criteria Results

Name firstname lastname Returns anything starting with first name

*lastname, firstname* Same as *lastname, firstname.

Last name *lastname Returns entries containing lastname

*lastname* Same as *lastname. lastname* Returns entries starting with lastna me. lastname Same as lastname*.

First Name *firstname Returns entries containing firstname

*firstname* Same as *firstname. firstname* Returns entries starting with firstname. firstname Same as firstname*.

Phone Number phoneNumber Returns entries starting with

phoneNumber* Same as phoneNumber.

and starting with last name (appends * to

both).

and starting with first name (appends * to

both).

and containing firstname in the firstname

(appends * to the

firstname).

(appends *).

phoneNumber (appends *).

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Index

acronyms 10 Ad Hoc Audio Conferencing 39 advanced screening parameter 31

card view

personal address book 51

viewing contacts 53 Click to Call icon 23 contact

search criteria (personal address book) 52

searching (personal address book) 52

Directory icon 22

Editing a contact 55

card view 61 displaying users 59 initiating a call to user 60 search criteria 59 sorting 60 table of search criteria 84 viewing user details 60

hardware requirements

minimum 13 recommended 13

help

Help icon 23 rollover help 23 using 23

IP Phone 34

preferences

changing subject list order 35 creating a subject list 34 specifying reasons 29

Friends

adding a contact 57

deleting a contact 58

global address book

accessing 58

add icon 62

adding a user 62

list view

personal address book 51

My Times

copying a day and time range 32 deleting a day and time range 33

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modifying 32 removing day/time ranges 31 renaming a day and time range 33

password

changing 27

personal address book 50

adding a contact 54 adding a Friend 57 adding a group 56 delete icon 51 deleting a contact 56 editing a contact (Card view) 56 editing a contact (List view) 55 group icon 51 list view 51 new contact icon 51 searching for a contact 52 sorting contacts 51 table of search criteria 82 viewing contact details 53

Personal Agent

accessing 17 before you begin 12 description 11 exiting 23 getting started 11 interface, understanding 21 logging in 18 services and features 12

picture caller ID

adding 28 deleting 29 resetting 29 shadow figure 28 size limits 28 updating 28 viewing 28

preferences

configuring 25 Meet Me option 37

Preferences icon 22 publications, hard copy 10

Quick Start landing page, navigating 22

route

definition 68 Route icon 22

route wizard

actions 75

email request 78 ordered lists 76

rejection message 78 activating the route 79 definition 69 exceptions 78

from groups in the global address book 79

from people in the global address book 79

from people in the personal address book 79 initiating action 70 navigating 69 specifying conditions

day/time ranges 74

from anonymous call 73

groups 72

telephone numbers 72

users from the global address book 71 table of steps and actions 69

Routes icon 22

service package

viewing services 37

services, viewing and modifying 36 software 13 software requirements

recommended 13

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technical publications 10 technical support 10 text conventions 9

unavailable busy 73

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Multimedia Communication Portfolio

Nortel AS 5300

Personal Agent User Guide

LEGAL NOTICE

While the information in this document is believed to be accurate and reliable, except 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.

Publication number: NN42040-105 Product release: Nortel AS 5300 Release 1.0 Document version: Standard 01.02 Date: June 2008 To pro vide feedback or report a problem in this document, go to www.nortel.com/documentfeedback.

Nortel Networks AS 5300 User Manual

Contents

New in this release

Other changes

Revision history

Getting started

Audience

Text conventions

Acronyms

Related publications

How to get help

Using your Personal Agent

Understanding your Personal Agent

Personal Agent services and features

Before you begin

Minimum hardware and software requirements

Recommended hardware and software requirements

Useful terms to know

Service package

Address

Global address book

Personal address book

Friends

Presence

Accessing the Personal Agent for the first time

Personal Agent log on

Logging on to the Personal Agent takes three steps:

Acknowledging the pre-login banner

Logging on to the Personal Agent

Acknowledging the post-login banner

Navigating the Personal Agent interface

Navigating the Personal Agent Quick Start page

Exiting the Personal Agent

Using the online Help

Customizing your Personal Agent

Configuring your personal preferences

Modifying your contact information

Changing your password

Selecting a picture

Specify reasons

Specifying a new reason

Reordering the list of reasons

Configure My Times

Adding a new day and time range

Modifying a day and time range

Copying a day and time range

Renaming a day and time range

Deleting a day and time range

Modifying your Nortel IP Phone settings

Creating a subject list for your IP Phone calls

Changing the order of the subject list

Personalizing your presence

Logging off from your active phones

Viewing and modifying your available services

Viewing your service package information

Viewing and modifying your Watchers List

Setting up a Banned watchers list

Modifying your Auto presence service

Viewing and modifying your Unified Communications details

Configuring your greeting message

Modifying your current greeting settings

Changing your PIN

Configuring your email preferences

Controlling your automatic login

Configuring recording time for incoming voicemail messages

Viewing and modifying your Meet Me conferencing details

Configuring Calling Line Identification

Using your directories

Understanding Personal Agent address books

Using your personal address book

Viewing your contacts in List view

Sorting your contacts

Searching for a contact

Viewing details about a contact

Calling a contact in your personal address book

Viewing your contacts in Card view

Viewing details about a contact

Managing your contacts in your personal address book

Adding a contact to your personal address book

Editing a contact