Nortel Networks Broadcast Server User Manual

Nortel Application Gateway 1000/2000
Nortel Application Gateway Release 6.2
Broadcast Server User Guide
Configuration and Operation
Document Number: NN42360-102 Document Release: Standard 02.01 Date: January 2008
Year Publish FCC TM
Sourced in Canada
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, the Globemark, SL-1, Meridian 1, and Succession are trademarks of Nortel Networks.
All other trademarks are the property of their respective owners.
Contents
Preface vii
Audience vii
Organization vii
Related Documentation viii
CHAPTER
CHAPTER
CHAPTER
CHAPTER
1 Introduction to Broadcast Server 1
Broadcast Server Overview 2
Users 3 Subscribers and Distribution Lists 3 Alerts 4 Sending Alerts 5 BCS Interaction with Phones 5
Opening and Using the Broadcast Server Interface 6
Configuring Broadcast Server 7
Initial Configuration 7 Broadcast Server Maintenance 8
2 Application Gateway and Broadcast Server Operation 9
3 System Management 11
Component Versions 11
Server configuration 12
Support items 12
Home page tips 13
4 System Messages 15
Quick FAQ 15
CHAPTER
5 User Management 17
The User Management List 17
Quick FAQ 18
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Contents
The User Page 19
User information 19 Password 19 Shared distribution list access 20 General user permissions 20 Alert access 21
CHAPTER
CHAPTER
6 Subscriber Management 23
The Subscriber Management List 23
Quick FAQ 24
The Subscriber Page 25
Subscriber information 25
Subscriber settings 25
Distribution list membership 26
7 Distribution List Management 27
The Distribution List Page 27
Automatically created distribution lists 28 List ownership 28 Sharing distribution lists 29
Quick FAQ 29
The Distribution List Page 30
The Distribution List Membership Page 31
Adding and removing distribution list members 32
The Distribution List User Permissions Page 32
Granting users permission to send to the list 33 Revoking users’ permission to send to the list 33
CHAPTER
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8 Media Management 35
The Media List 35
System media 36 Media ownership 37 Media linkage 37
Quick FAQ 37
The Media Page 38
Uploading a media file 38 Supported graphic formats 38 Supported audio formats 39
Contents
CHAPTER
CHAPTER
CHAPTER
9 External Service Management 41
The External Services Management List 41
Quick FAQ 42
The External Service Page 42
10 Broadcast Alert Management 45
The Alert List 45
Column Descriptions 46
Alert Types 47
Emergency alerts 47 Normal alerts 47 Background alerts 47
Quick FAQ 48
The Alert Page 49
11 My Preferences 53
Changing your password 53
Set the number of alerts per page 53
Setting the maximum list entries to display 53
CHAPTER
APPENDIX
12 Troubleshooting 55
Common problems 55
A Push XML API 57
Preparing the Application Gateway and an Application to Use the Push XML API
58
Push XML API Operation 59
PushMessage Request 59
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Contents
Recipient 60 Subject, Body, Image, Audio, Button 60 Schedule 61
DistributionList Request 62
Member 62 ServerRegistration Response 63 Subscribers Response 63 PushMessageResponse Response 63
Push XML Reference 64
Character Set and Character Entities 64 XML Declaration 64 ManagePushMessage 65 ManageDistributionLists 68 ServerRegistration 69 Subscribers 69 PushMessageResponse 70
Sample ASP Pages 71
distribution_list.asp 71 schedule_message.asp 73
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Broadcast Server User Guide

Preface

This preface describes who should read the Broadcast Server User Guide, how it is organized, and related documentation.

Audience

This user guide is intended for administrators who will configure and use the Broadcast Server.

Organization

This guide is organized as follows:
Chapter Title Description
Chapter 1 Introduction to
Broadcast Server
Chapter 2 Application Gateway
and Broadcast Server Operation
Chapter 3 System Management Describes system-level control options.
Chapter 4 System Messages Describes how to work with Broadcast Server
Chapter 5 User Management Describes how to define users and assign privileges
Chapter 6 Subscriber
Management
Chapter 7 Distribution List
Management
Describes the features and functionality of Broadcast Server.
Provides a conceptual background to Application Gateway operation with Broadcast Server.
status messages.
to them.
Describes how to manage subscribers, the IP telephones that can receive content posted by Broadcast Server.
Describes how to group subscribers together as recipients for alerts.
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vii

Related Documentation

Chapter Title Description
Chapter 8 Media Management Describes how to manage image and audio files
stored on the Broadcast Server.
Chapter 9 External Service
Management
Chapter 10 Broadcast Alert
Management
Chapter 11 My Preferences Describes how to change your password and set
Chapter 12 Troubleshooting Describes how to troubleshoot common issues.
Appendix A Push XML API Describes the Push XML API and how to use it to
Describes how to define and manage network-based applications that can be launched from IP telephones.
Describes how to create, modify, and manage alerts.
preferences for how information should be displayed.
send alerts from third-party applications to IP phones.
Related Documentation
For deployment and installation information for Broadcast Server, refer to the “Broadcast Server Installation” chapter in the Application Gateway
Administration Guide. For upgrade information, refer to the Application Gateway Release Notes.
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Broadcast Server User Guide
Chapter
1

Introduction to Broadcast Server

With Broadcast Server you can create alerts for display on the screens of your Nortel IP telephones. You direct alerts to distribution lists. The phones to receive alerts might be in reception areas and conference rooms, guest rooms, staff members’ offices, factory floors, warehouses, and so on. The alerts can include meeting reminders, announcements, company logos, lunchtime menus, revenue-generating advertising content, the latest sales figures, company news, and anything other information that you want to share.
Broadcast Server includes the following features:
“Pushed” priority alerts with audio notifications
Flexible subscriber distribution lists
Automatically generated and updated distribution lists, from one or
more LDAP directories and/or directories that can be saved in CSV (Comma-Separated Value) format
Shared media libraries
Alert protection
Alert links to external services and applications
Retrieval of missed alerts from the phone
Audit trails and logging
Simple installation and configuration
Open XML API to support broadcasting from third-party applications
The following topics provide an overview to Broadcast Server:
Broadcast Server Overview, page 2
Opening and Using the Broadcast Server Interface, page 6
Configuring Broadcast Server, page 7
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Chapter 1 Introduction to Broadcast Server Broadcast Server Overview

Broadcast Server Overview

Broadcast Server, a server-based application, manages alerts created by Broadcast Server users and sent to subscribers, according to rules and schedules defined by the Broadcast Server administrator and the individual alert creators. Broadcast Server users are individuals with an account on Broadcast Server. Subscribers are Nortel IP telephones.
Broadcast Server requires the Application Gateway for operation. While Broadcast Server provides an interface for creating and scheduling alert delivery, the Application Gateway manages alerts and transforms alerts for delivery to IP telephones. The Application Gateway also provides the Broadcast Server with device information and handles all communication with the IP telephones. The following illustration shows the general flow of an alert from a user to an IP telephone.
The following topics describe the basic concepts of Broadcast Server:
Users, page 3
Subscribers and Distribution Lists, page 3
Alerts, page 4
Sending Alerts, page 5
BCS Interaction with Phones, page 5
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Broadcast Server User Guide

Users

Chapter 1 Introduction to Broadcast Server
Broadcast Server Overview
Broadcast Server has one administrative user (Administrator) with full access to all Broadcast Server controls. The Broadcast Server Administrator can create accounts for other users who will compose and send alerts in Broadcast Server. Users log in to the Broadcast Server through Microsoft Internet Explorer from anywhere in the organization or securely over the Internet.
Note The documents that you can download from the Application Gateway
includes a document, Sending Alerts to Nortel Internet Telephones from a PC, that you can change as needed and distribute to Broadcast Server users. The document explains how to perform the options available by default to Broadcast Server users.
When you create a user account, you specify the options available to the user. By default, a user can create, change, and delete alerts. You can restrict a user from creating or changing alerts. A user account can be further customized as described in “General user permissions,” page 20.

Subscribers and Distribution Lists

Subscribers (IP telephones) are added to Broadcast Server automatically. You configure the Application Gateway to add subscribers to Broadcast Server when IP telephones come online.
A particular list of subscribers is a distribution list. Distribution lists enable you to group subscribers and other distribution lists as recipients for alerts. When composing an alert, a user selects the distribution list(s) to receive the alert. By default, a user cannot add individual subscribers to a distribution list. The Application Gateway supports 256 lists.
You can configure the Application Gateway to automatically create distribution lists from the department information (“Department” field) obtained from your LDAP or CSV directory sources. Broadcast Server truncates department names longer than 50 characters.
When an IP telephone comes online, the Application Gateway adds entries to the distribution list, using the phone extension (and dialing rules) to locate the associated department name in the directories. For information
Broadcast Server User Guide
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Chapter 1 Introduction to Broadcast Server Broadcast Server Overview
on configuring connections to LDAP and CSV directory sources, refer to the “LDAP/CSV Directory Configuration” chapter in the Application Gateway Administration Guide.
The Broadcast Server administrator can see all distribution lists while individual users can only see those lists they own and those that have been shared with them by the administrator. By default, the distribution lists created automatically from LDAP or CSV information are available only to the administrator (private).
To make a distribution list available to other users, the administrator must change the list ownership to shared, and then specify which users can use the list. For more information on distribution lists, see “Distribution List
Management” on page 27.

Alerts

An alert is the basic content item in the Broadcast Server and represents the information to be pushed to a phone. Alerts are delivered to the subscriber without requiring the subscriber to request outstanding alerts. An alert might consist of a meeting reminder that is scheduled for delivery at a particular date and time, or an Emergency announcement that takes precedence over other audio activity, including the playing of voicemail messages.
Alerts can include an audio notification which plays on the phone’s speakerphone or in the earpiece if the user is on the phone.
Alert content can consist of text and/or graphics (not all phones support graphics). An alert can also include up to two soft keys which cause the phone to either dial a number or link to a URL or an external service. For example, a soft key might:
Cause the phone to go off-hook and dial a number associated with the
alert (perhaps dialing the number for the restaurant whose menu is currently being displayed on the phone).
Link to an external service that allows an alert to serve as the
“front-end” for a specialized back-end system (such as a company’s Human Resources Web site).
Display a Web URL (perhaps a page that contains event information).
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Broadcast Server User Guide

Sending Alerts

Creating and sending an alert is easy through the Broadcast Server. You use a Web-based interface to configure the alert, a delivery schedule, and the distribution list(s) to receive the alert. An alert can consist of plain text and/or a graphic, audio, and soft keys.

BCS Interaction with Phones

The interaction of Broadcast Server with an IP phone depends on the priority of an alert.
Note When an alert is queued, it remains in the queue until the alert expires or
it is deleted from Broadcast Server.
For Emergency alerts:
Alert is delivered to the phone if the phone is idle, whether on- or
off-hook
Text/graphic is displayed and a transducer alert tone sounds if the
phone is busy, whether on- or off-hook, or if the audio is idle but the set is in use. However, an emergency alert interrupts the playing of a voice mail from the Voice Office menu.
Chapter 1 Introduction to Broadcast Server
Broadcast Server Overview
For Normal alerts:
Alert is delivered to the phone if the phone is idle, whether on- or
off-hook
Alert is queued for delivery if the audio is busy. However, if the Alert
includes text, the text will be displayed on the phone during the playing of a voice mail from the Voice Office menu. The user can stop playing the voice mail to listen to the broadcast.
Alert is queued for delivery if the audio is idle but the phone GUI is in
use (for example, set is being programmed or Directory search is in progress)
Alert is queued for delivery if the phone is powered down
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Chapter 1 Introduction to Broadcast Server
Click to change the list owner.
Click to view or change the alert.

Opening and Using the Broadcast Server Interface

For Background alerts:
Alert is pushed directly to the Alerts list in the Voice Office menu.
Alerts remain in the Alerts list until they expire or are deleted from
Broadcast Server.
Opening and Using the Broadcast Server Interface
All administrative and user tasks are performed through a web-based interface. To open the interface, enter the following URL in a web browser:
http://ipAddress/BCS
where ipAddress is the IP address of the server on which Broadcast Server is running.
After you enter your login credentials, the Broadcast Server home page appears.
The home page for the Broadcast Server administrator provides access to all tasks. The home page for a Broadcast Server user provides access to a subset of tasks.
Many pages in the Broadcast Server interface contain icons that you can mouse over to view helpful information as well as click to make changes. The following example highlights two of the icons.
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Broadcast Server User Guide

Configuring Broadcast Server

The following information, intended for Broadcast Server administrators, assumes that you have installed Broadcast Server and performed the tasks described in the “Broadcast Server Installation” chapter in the Application Gateway Administration Guide.

Initial Configuration

In typical usage, the Broadcast Server administrator enables a select group of users to broadcast alerts to distribution lists obtained from the Application Gateway (which is synchronized with LDAP or CSV directory sources). The general configuration steps in this topic apply to that scenario.
To initially configure the Broadcast Server, follow these general steps.
1. Make sure that the Application Gateway is synchronized with the
connected directories. For information, refer to the “LDAP/CSV Directory Configuration” chapter in the Application Gateway Administration Guide.
2. Create user accounts
To enable a user to log in to Broadcast Server and work with alerts, you must create an account for the user. The user privileges are described in “General user permissions,” page 20.
Chapter 1 Introduction to Broadcast Server
Configuring Broadcast Server
3. Define the items that should be available to users when they compose
alerts:
a. Distribution Lists
By default, a distribution list obtained from a directory source is owned by the administrator and is private (meaning only the administrator can use the list).
To make a distribution list available to other users, change the ownership of the list from private to shared and then give all or individual users permission to send alerts to the list. For more information, see “Sharing distribution lists,” page 29 and “The
Distribution List User Permissions Page,” page 32.
Broadcast Server User Guide
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Chapter 1 Introduction to Broadcast Server Configuring Broadcast Server
b. Media Files
Media files consist of alert tones and images files. (Image files are not supported on all phones.) The system media files provided with Broadcast Server are available to all users.
To make additional media files available to all users, add the files to the media library and change their owner to Administrator (shared). For more information, see “Media Management” on
page 35.
c. External Services
External services are network-based applications that can be launched from IP telephones. Users can provide IP phone users access to external services by adding a soft key to a broadcast alert.
To enable Broadcast Server users to include a soft key link to an external service in an alert, you must specify the service URL, as described in “External Service Management” on page 41.

Broadcast Server Maintenance

After initial setup, you will need to change Broadcast Server only when you add a user or add a distribution list, media file, or external service that you want to share. Distribution lists imported from a directory source are private unless you change their owner to Administrator (Shared).
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Broadcast Server User Guide
Chapter
2

Application Gateway and Broadcast Server Operation

As shown in the following illustration, Broadcast Server communicates only with the Application Gateway. The Application Gateway provides Broadcast Server with device information and manages all communication with other servers and IP telephones. The Application Gateway also transforms alerts so that they are in the appropriate format for display and delivery to IP telephones.
Note Sites using a cluster of Application Gateways should configure all
Application Gateways in the cluster with the same Broadcast Server.
The Application Gateway Administration Guide explains the IP phone setup required for Broadcast Server. To enable communication between the Application Gateway and Broadcast Server, you specify in the Application Gateway Administration Tool the base URL where Broadcast Server is running. That is the only information that the Application Gateway needs to register with Broadcast Server.
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Chapter 2 Application Gateway and Broadcast Server Operation
You can also configure connection information for one or more LDAP servers or CSV-formatted directory files, enabling the Application Gateway to automatically supply Broadcast Server with distribution lists.
When the Application Gateway detects that an IP telephone has come online, the Application Gateway collects from the IP telephone its MAC address, which it then uses to look up the phone’s extension in the IP/DN map. The Application Gateway sends that information to Broadcast Server where the information is used to update the subscriber list. The Application Gateway also uses the phone extension to locate the associated department name in the directory. The Application Gateway sends the department information to Broadcast Server where it is used to update the distribution list.
Any time that a particular telephone is updated, the Application Gateway collects the updated extension, user name, and department and sends that information to Broadcast Server.
If an extension is no longer used, it is not automatically removed from the distribution list, as the system has no way to determine if the extension is temporarily or permanently out of use. To remove an unneeded extension from distribution lists, use the Distribution List Membership page.
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Broadcast Server User Guide
Chapter
3

System Management

The System Management page is a single location for defining all Broadcast Server control parameters and for performing system-level tasks such as temporarily disabling the system.

Component Versions

This section lists the versions of the various components used by Broadcast Server and its supporting software. Technical support personnel typically use this information for troubleshooting.
Broadcast Server User Guide
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Chapter 3 System Management Server configuration

Server configuration

Item Description
Suspend BCS button Click this button to temporarily disable the Broadcast
Server messaging functionality. Only use this feature if you believe that the Broadcast Server is causing a problem on your network or Communication Manager system.
Run configuration wizard button
Purge alerts after The period that inactive alerts will be retained in the
Click this button to re-run the Configuration Wizard at any time.
Broadcast Server database before being automatically deleted.

Support items

Item Description
Administrative contact The name of the Broadcast Server system administrator.
This name is displayed on help windows.
Support URL The URL where Broadcast Server users are directed to
when they have a support question.
Bug report URL The URL where Broadcast Server users are directed to
when they want to report a bug in the software.
Feature request URL The URL where Broadcast Server users are directed to
when they want to request a product feature.
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Broadcast Server User Guide
Chapter 3 System Management

Home page tips

Home page tips
Item Description
Tip 1 The text to display in the first blue tip box on the Broadcast Server home page.
Tip 2 The text to display in the second blue tip box on the Broadcast Server home
page.
Tip 3 The text to display in the third blue tip box on the Broadcast Server home page.
Tip 4 The text to display in the fourth blue tip box on the Broadcast Server home
page.
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Chapter 3 System Management Home page tips
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Broadcast Server User Guide
Chapter
4

System Messages

System messages are status messages that the Broadcast Server places in the database when it detects system errors.
Note that these messages are not sent to subscribers or distribution lists – they are reserved for the Broadcast Server system administrator only. When you are logged into the Broadcast Server as the administrator, the system will check the messages list for any critical error messages. Each Broadcast Server page will display a red note indicating if you have critical messages waiting.
Icon Description
The message is informational only.
The message is a critical error.
The message has not been viewed.

Quick FAQ

How do I … Description
View message details Click the message in the record you want to view
Delete one or more messages Check the box next to each record you want to delete, or
check the box in the list’s title to select all records displayed. Then, click the Delete Selected button.
Remove the “new” indicator from a message
See only new, critical messages Check the Show only new, critical messages checkbox at
Email the contents of an message to our support organization
View the record and click the OK button.
the top of the list.
View the record by clicking the message, and then click the Click here to send this message to the support group link.
Broadcast Server User Guide
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Chapter 4 System Messages Quick FAQ
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Broadcast Server User Guide
Chapter
5

User Management

Broadcast Server users are individuals who can log in to Broadcast Server to create and manage content. The administrator’s task is to define users and assign privileges to those individuals. Privileges dictate to which distribution lists a user may send alerts, which portions of an alert that users may modify, and so on. You create and manage login IDs, user names, and passwords within Broadcast Server.

The User Management List

The user management page presents the list of Broadcast Server users that fulfill your current filter criteria. Individual user records are displayed with helpful icons to the left of each entry where required.
Note If too many user records are returned for the filter criteria entered, you
will need to modify your filter criteria or change your settings in the My Preferences page.
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Chapter 5 User Management Quick FAQ
Icon Description
The user record has been deactivated. The user will not be allowed to login to Broadcast Server.
The user does not have a password assigned.

Quick FAQ

How do I … Description
Change my filter criteria Select the filtering type from the drop-down list and enter
a criteria value for the specific type (except for Show all users). Then, click the Find button.
Add a new user Click the Add User button at the top of the list. This will
open the User Page.
Edit a user Click the user ID in the record you want to modify. This
will open the User Page.
Delete one or more users Check the box next to each record you want to delete, or
check the box in the list’s title to select all records displayed. Then, click the Delete Selected button. Note that Broadcast Server will not allow you to delete the Administrator user.
Prevent a user from logging in to Broadcast Server
Prevent a user from sending alerts to all subscribers
Edit the user record, uncheck the Active checkbox and save your changes.
Edit the user record, uncheck the May send to Everyone checkbox and save your changes.
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