Instruction/ maintenance manual of the product Personal Agent AS 5300 Nortel
Go to page of 92
Nortel AS 5300 Release 1.0 Standard 01.02 NN42040-10 5 June 2008 Nor tel AS 5300 P er sonal Ag ent User Guide.
2 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Copyright © 2007-2008 Nortel Netw orks. All rights reserv ed. Sourced in Canada LEGAL NO TICE While the informati on in this document.
3 Personal Agent User Guide Contents New in this release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Other chan ges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Ackno wle dging the p ost-login banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Navigating the P ers onal Agent in terface . . . . . . . . . . . . . . . . .
5 NN42040-105 Personal Agent User Guide Configur ing rec ording time for incoming voicemail mess ages . . . . . . . . . . . . . . . . 44 Viewing and modifying your Me et Me conferencing deta ils . . . . . . . . . . . . . . . . . . . . . 45 Configuring Calling Line Identification .
6 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Clearin g call log inf o r mation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Using y our Per sonal Agent Routes Wizard . . . . . . . . .
7 NN42040-105 Personal Agent User Guide Ne w 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.
8 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
9 Personal Agent User Guide Getting star ted This guide describes the Nortel Personal Agent, a feature-rich online IP telephony solution. Use the Personal Agent to vie w , man ag e, and configure your services.
10 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Acr onyms This guide uses the follo wing acronyms: Related publications Other publications related to the Personal Agent include: •.
11 Personal Agent User Guide Using y our P er sonal Ag ent This chapter describes h ow to use your Personal Age nt. T opics in this section include: • “Understanding your P ersonal Agent” on pag.
12 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 P er s onal Agent ser vices and features The Personal Agent solv es the problem of ha ving a dif ferent contact number for your of fi ce phone, home phone, mobile ph one, and other communications de vices.
13 NN42040-105 Personal Agent User Guide • PC that has the required minimum hardw are and software. See “Minimum hardware and software requirem ents” on page 13 • Internet access and a connection that mee t s the m inimum tr ansmission-speed requirements.
14 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 • W indo ws 2000, W indows XP , or W indows NT 4.x with Service Pack 5 (SP5) • 56 kbyte/s modem o r other high-speed connection (fo r examp le, cable modem, DSL modem, and 10bas eT ethernet.
15 NN42040-105 Personal Agent User Guide Address When an address is required in a pro cedure, enter either a Session Initiation Protocol (SIP) address or a telephone numb er . 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.
16 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Presence The following terms describe the presence feature: • Presence: a service on the Multimedi a PC Client, or IP Phone that indicates the online status of you and other users on y our network.
17 NN42040-105 Personal Agent User Guide The follo wing table describe s the different Presence states: Accessing the P er sonal Agent for the fir st time T o access the Personal Agent for the f irst time: 1 Start your W eb bro wser . 2 Enter the Personal Agent URL in your W e b browser .
18 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 The Personal Agent URL is provided by your service pro vider . For e xample, http://<P A_IP>/pa. Also, if you enter the http address of Pe rsonal Agent, the bro wser is redirected automatically to an https address.
19 NN42040-105 Personal Agent User Guide When timing or logging out of the Person al Ag ent, you see the pre-login banner instead of the login screen. Logging on to the P ersonal Agent T o log on to the Personal Agen t, perform the follo wing steps. 1 Enter your user name (for example: you@ yourcompany .
20 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Ac knowledging the post-login banner After successfully logging on to the Person al Agent, a post-log in banner appears, if conf igured by your system adm inistrator . Otherwise, the quick start page displays.
21 NN42040-105 Personal Agent User Guide Na vigating the P ersonal Agent interface The Personal Agent Quick Start page is where you access the services and features of the Personal Agent.
22 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Na vigating the P ersonal Agent Quick Start page The icons and lin ks on the Quick Start page and the top na vigation menu b uttons provide the interface to the Personal Ag ent and features described i n the follo wing table.
23 NN42040-105 Personal Agent User Guide Exiting the P er sonal Agent T o e xit the Personal Agent, click the log out icon on the to p right of an y page you are currently working on.
24 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
25 Personal Agent User Guide Customizing your Personal Agent This chapter includes the following sections: • “Configuring your pe rsonal preferences” on page 25 • “Modifying your Nortel IP P.
26 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying your co ntact information T o modify yo ur contact informatio n, perform the follo wing step s. 1 Click the Prefer ences icon on the Quick S tart page or from the top navigation menu.
27 NN42040-105 Personal Agent User Guide 4 Click Save . Changing your password When you change your password, your password changes for all client devices (Multimedia PC Client, Pers onal Agent, and Nortel IP Phone). The length and complexity of your password is dete rmined by your system administrator .
28 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 4 Click Save . Selecting a pictur e Y ou can add a picture to use as your picture caller ID in the Multimedia PC Client. If you are replacing an existing pi cture ID, your new picture overwrites the previous picture.
29 NN42040-105 Personal Agent User Guide 4 Click Reset to reset your picture from the preview picture to yo ur 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.
30 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 8 Click Reset to clear your input and reset your reason list to the last saved settings.
31 NN42040-105 Personal Agent User Guide Configure My T imes Use the My T imes page to Ad d, Modify , Copy , Re name, or Delete day and tim e ranges when configuring c onditions to screen and rout e your incoming calls. Adding a new day and time range T o add a n ew day and time range, perform the following steps.
32 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying a day and time range T o modify an existi ng day and time range, perform th e following steps. 1 Click the Prefer ences icon on the Quick S tart page or from the top navigation menu.
33 NN42040-105 Personal Agent User Guide Renaming a day and time range T o rename a day and time range, perform the following steps. 1 Click the Prefer ences icon on the Quick S tart page or from the top navigation menu. 2 In the navigation pane, select Personal > My Times .
34 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Modifying your Nortel IP Phone settings This section applies to the IP Client Manager (IPCM) conn ected to your IP Phone. Y ou can configure or modify your IP Phone preferences by clicking the Prefer ences icon on the Quick S tart page or from the navigation pane.
35 NN42040-105 Personal Agent User Guide Changing the order of the subject list T o specify the ord er in which the subjects ap pear 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.
36 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Logging off from yo ur active phones If you work in a number of locations an d o ften log on to several IP Phones, you can use the IP phone option to check your logon status an d logoff you r active phone.
37 NN42040-105 Personal Agent User Guide • Unified Communications • Meet Me Conferencing—prov ides your conferencing bri dge information • Call park V iewing your service package information Y ou can view the service package assigned to you by your sy stem administrator .
38 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Service Package op tion Description Presence • V iew the online status of other users and allow others to monitor your statu s by indicating when your PC is inactive or when you are on the phone.
39 NN42040-105 Personal Agent User Guide Advanced Addressbook The default numb er of contacts is 10. Y our system adminis trator configures the ma ximum number of contacts you ca n add to your address book. Music On Hold Y ou can p rovide music to callers that you put on hold.
40 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 V iewing and modifying your W atchers List T o see a list of people who have subscribe d to your presence informa tion, perform the following steps. 1 Click the Prefer ences icon on the Quick S tart page or from the top navigation menu.
41 NN42040-105 Personal Agent User Guide Setting up a Banned watchers list Y ou may want to ban someone from subscribing to your presen ce information in the future. Use the Banned watchers menu option to restrict ac cess by other users who do not currently app ear in your watchers list.
42 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 People who subscribed to your presence are alerted to your presence status after the elapsed time. 6 The Inactivity T imer (in minutes) option applies only to the Personal Agent, which includes the Multimedia PC Client .
43 NN42040-105 Personal Agent User Guide Modifying your curren t gr eeting settings T o modify your greeting settings , perform the following steps. 1 Select Prefer ences > Servic es > Unified Communications > Gr eetings > Greeting settings .
44 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 3 Click Save to save your changes. OR Click Reset if you made changes and y o u do not want to save them.
45 NN42040-105 Personal Agent User Guide 1 Select Prefer ences > Se rvices > Unified Communications > Greeti ngs > Message S torage . 2 Click Save to save your changes. OR Click Reset if you made changes and y o u do not want to save them.
46 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 • A check box to indicate whether or not the conference will end when you disconnect from the call.
47 NN42040-105 Personal Agent User Guide 4 Click Save to save your changes. OR Click Reset if you made changes and y o u do not want to save them..
48 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
49 Personal Agent User Guide Using y our directories The Directory icon appears on the Personal Agent Quick Start page or on the top na vigation menu. Using the Directory icon y ou can: • create and.
50 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Using y our personal ad dress book Y our personal addre ss book contains a dynamic list of contacts that contain a user’ s nickname, first name, and last name. Y ou can choose to plac e your contact in a group or in your list of Friends.
51 NN42040-105 Personal Agent User Guide Both the List vi e w and Card vie w ha ve the follo wing icons for accessing your personal address bo ok. Vie wing y our contacts in List view T o vie w your personal address book cont ac ts in List view on the Personal Agent Quick Start page, click the Directory icon.
52 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Searc hing for a contact The follo wing table describes the criteri a you can use to search for a contact. T o search for a contact, perform the follo wing steps. 1 From the SEARCH list, select P ersonal address book .
53 NN42040-105 Personal Agent User Guide 3 Enter a search string in the te xt box and click Search. View ing details about a contact T o vie w details about a contact, perform the follo wing steps.
54 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 2 Click the Card V iew tab . View ing details about a contact T o vie w details about a contact, perform the follo wing steps.
55 NN42040-105 Personal Agent User Guide 5 Click Sa ve to sa ve this contact to your pe rsonal address book and close the windo w . OR Click Cancel to return to you r personal address book witho ut sav ing your changes. Editing a contact If a contact’ s information changes, you can modify your personal addre ss book.
56 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Editing a contact—Car d view T o edit details about a contact in Card vie w in your personal address book, perform the follo wing st eps. 1 From Card vie w , select the co ntact that you want to edit.
57 NN42040-105 Personal Agent User Guide 1 On the personal address bo ok page, click the Gr oups button. Th e groups page app ears. 2 In the Enter new group n a me box, type the name of the new group. 3 Click Add . 4 Repeat Step 2 and Step 3 to add more group s.
58 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 3 T o remo ve a contact as a Friend, clear the Friend check box in the contact details page (List vie w or Card view) and click Save. Using the global address book Y our global address book lists al l the u s ers in yo ur domain.
59 NN42040-105 Personal Agent User Guide Sear ching f o r users in the global ad dress book The follo wing table describes the criteria you can use to search for users in the global address bo ok. T o display users from th e global address book, perform the follo wing steps.
60 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 5 Click Retur n to my address book , to return to your person al address book. W orking with the global ad dress book—List view Use the global address book to access a sing le, common network-wide address book, in a list format.
61 NN42040-105 Personal Agent User Guide W orking with the global ad dress book — Card vie w The follo wing table describes the criteria you can use to search for a user in your global address bo ok. T o access the global address book in Card vie w , perform the following steps.
62 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 match the specified search criteria and in cludes a thumbnail picture of the user (if av ailable). Adding global ad dress users to y our personal address book Y ou can add users from the Global address book to your personal address book.
63 Personal Agent User Guide Using y our call logs Use the Personal Agent to vie w a list of the incoming and outgoing calls made by any de vice that you are logged on to .
64 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 2 Click on the Inbox tab to vie w the calls you ha ve recei ved. 3 Click on the Outbox tab to vie w the names of people you called. Calling contacts in the call log T o call a contact from the cal l logs in your inbo x or out box, perform the fol lo wing steps.
65 NN42040-105 Personal Agent User Guide 1 From your call log Inbox or Outbox , select the check box beside the name of the contact you want to sa ve. 2 Click the Add to directory button. The ne w contac t appears in the Directory list. Clearing call log inf ormation T o remo v e one or more entries in a call log, perform the following steps.
66 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
67 Personal Agent User Guide Using y our P er sonal Ag ent Routes Wizar d The Personal Agen t Rout e wi zard solves the problem of having dif ferent contact numbers for dif ferent communication de vices. F or example, of fice phone, home phone, or mobile.
68 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Under standing Routing Use routes to perform actio ns on your incoming calls and instant messages (IM) based on a set of conditions or ex ceptio ns. For e xample, you can create a route named Lunch that specif ies a condition that calls recei ve d between 12:00 p.
69 NN42040-105 Personal Agent User Guide Under standing the Route wizard steps The follo wing table desc ribes the steps to follo w when you cr eate a rout e using the Persona l Agent Route wizard. Na vigating the Route wizar d The follo wing describes the buttons in the Route wizard: • Next —go to the next step.
70 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 The first time you use the Route W izard, the List of routes page appears. It sho ws a Default route se lect ed that appears dimmed. 2 Click New to create a ne w route and launch the Route W izard.
71 NN42040-105 Personal Agent User Guide Specifying contacts fr om y our per sonal address book T o specify a contact from your personal ad dress book as a co ndition, perform the follo wing ste ps. 1 Click the From THESE PEOPLE link . A new windo w appears.
72 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 OR Click Cancel to quit this windo w . The Step 2. Conditions windo w appear s with the global address conditions you specif ied listed in the Route details window . 6 T o edit the condition, click t he lin k in the Route details window .
73 NN42040-105 Personal Agent User Guide 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 windo w . 4 T o edit the condition, click t he link in the Route details window .
74 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 • reject the incoming call without specifying a reas on • reject the call and specify a reason for the rejection • send the cal.
75 NN42040-105 Personal Agent User Guide V iew th e graphic display of hig hlighted My T imes. 3 Use the b uttons to create ne w My T imes day and time ranges or manage existing My T imes ranges. 4 Click Sa ve to accept selected My T imes. OR Click Cancel to quit this windo w .
76 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Specifying or dered lists Use the Personal Agent to conf igure ho w an d where you want your inc oming calls to ring by using ordere d lists.
77 NN42040-105 Personal Agent User Guide 2 Select the f irst option in the list. In the Ring THESE NUMBERS f irst in my list, click the link to specify a list of numbers that are called when the incoming call reaches a ring list. In the follo wing figu re, you select a number of actions for an incoming call.
78 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Specifying a re jection message T o specify a reject message, perform the follo wing steps. 1 In the Step 3: Actions windo w , select the Rejection option. 2 Click the MESSA GE link to compose a message to display when an incoming call from an anon ymous caller activ ates the route.
79 NN42040-105 Personal Agent User Guide • From THESE PEOPL E in my Personal Address Book • From THESE PEOPLE in my Global Address Book • From THESE GR OUPS in my directory • From THESE TELEPHONE NUMBER(S) • F rom anon ymous • Receiv ed in “Unav ailable Busy” 1 T o edit the condition, click t he lin k in the Route details window .
80 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
81 Personal Agent User Guide Address Book Sear c h Criteria T opics in this chapter include: • “Personal address book search criteria” on page 82 • “Global Address Book sea rch criteria” on pa ge 84 Note: The phone number f ield is case-sensiti ve in bo th the personal and global address books.
82 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 P er sonal address book sear ch criteria The follo wing table provides a detailed descripti on of th e Personal Ad dress Book search criteria. Field E xam ple search criteria Results Nickname *nick Retur ns entries that end with nick and star t with anything (appends *).
83 NN42040-105 Personal Agent User Guide *lastname, firstname Returns entr ies containing last na me and star ting w ith first name (appe nds * to the firstname). *lastname, firstname* Same as *lastname, firstname. Last name ( *lastname Retur ns entries contain ing lastname (appends *).
84 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 Global Address Book sear ch criteria The follo wing table provides a detailed de scription of the Global Address Boo k search criteria. Field Example search criteria Results User name user@domain* Retur ns ent ries that hav e a user name that star ts with user@domain.
85 NN42040-105 Personal Agent User Guide Name firstname lastname Retur ns an ything star ting with first name and star ting with last name (appends * to both). firstname* lastname* Same as "firstname lastname". firstname* lastname Same as "firstname lastname".
86 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
Personal Agent User Guide 87 Inde x A acronyms 10 Ad Hoc Audio Conferencing 39 adv anced screening parameter 31 C card view personal address book 51 vie wing contacts 53 Click to Call icon 23 contact .
88 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008 modifying 32 removing day/time ranges 31 renaming a day and time range 33 P passwo rd changing 27 personal address book 50 adding a c.
89 NN42040-105 Personal Agent User Guide T technical publications 10 technical support 10 text con ventions 9 U unav ailable busy 73.
90 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008.
.
Multimedia Communication Portfolio Nortel AS 5300 Personal Agent User Guide Copyright © 2007-2008 Nortel Networks. All rights reserved. Sourced in Canada LEGAL NOTICE While the information in this do.
An important point after buying a device Nortel Personal Agent AS 5300 (or even before the purchase) is to read its user manual. We should do this for several simple reasons:
If you have not bought Nortel Personal Agent AS 5300 yet, this is a good time to familiarize yourself with the basic data on the product. First of all view first pages of the manual, you can find above. You should find there the most important technical data Nortel Personal Agent AS 5300 - thus you can check whether the hardware meets your expectations. When delving into next pages of the user manual, Nortel Personal Agent AS 5300 you will learn all the available features of the product, as well as information on its operation. The information that you get Nortel Personal Agent AS 5300 will certainly help you make a decision on the purchase.
If you already are a holder of Nortel Personal Agent AS 5300, but have not read the manual yet, you should do it for the reasons described above. You will learn then if you properly used the available features, and whether you have not made any mistakes, which can shorten the lifetime Nortel Personal Agent AS 5300.
However, one of the most important roles played by the user manual is to help in solving problems with Nortel Personal Agent AS 5300. Almost always you will find there Troubleshooting, which are the most frequently occurring failures and malfunctions of the device Nortel Personal Agent AS 5300 along with tips on how to solve them. Even if you fail to solve the problem, the manual will show you a further procedure – contact to the customer service center or the nearest service center
