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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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2 Copyright © 2007-2008 Nortel Networks. All rights reserved. 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, and the Globemark are trademarks of Nortel
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3 Contents New in this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Other changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Revision history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Audience
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4 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 . . . . . . . . . . . . . . . .
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5 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 . . . . . . . . . . . . . . . .
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6 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 . . . . . . . .
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7 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
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8 NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008
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9 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 sub
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10 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. NN42040-105 Nortel AS 5300 Rel
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11 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 you
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12 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
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13 � 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 addi
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14 � 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 addr
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15 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 identifier 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 pla
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16 Note: The ability to designate entries as Friends is a feature of the Presence service and depends on your service package. 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 Multimedi
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17 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, P
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18 The Personal Agent URL is provided by your service provider. For example, http:///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 numb
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19 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 syste
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20 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 P
