Nortel Networks Personal Agent AS 5300 Bedienungsanleitung

Nortel AS 5300 Release 1.0Standard 01.02NN42040-105June 2008Nortel AS 5300Personal Agent User Guide

10NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008AcronymsThis guide uses the following acronyms:Related publicationsOther publications

11Personal Agent User GuideUsing your Personal AgentThis chapter describes how to use your Personal Agent.Topics in this section include:• “Understand

12NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Personal Agent services and featuresThe Personal Agent solves the problem of having a

13NN42040-105 Personal Agent User Guide• PC that has the required minimum hardware and software. See “Minimum hardware and software requirements” on

14NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008• Windows 2000, Windows XP, or Windows NT 4.x with Service Pack 5 (SP5)• 56 kbyte/s m

15NN42040-105 Personal Agent User GuideAddressWhen an address is required in a procedure, enter either a Session Initiation Protocol (SIP) address or

16NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008PresenceThe following terms describe the presence feature:• Presence: a service on th

17NN42040-105 Personal Agent User GuideThe following table describes the different Presence states:Accessing the Personal Agent for the first timeTo

18NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008The Personal Agent URL is provided by your service provider. For example, http://<

19NN42040-105 Personal Agent User GuideWhen timing or logging out of the Personal Agent, you see the pre-login banner instead of the login screen.Log

2NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Copyright © 2007-2008 Nortel Networks.All rights reserved.Sourced in CanadaLEGAL NOTIC

20NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Acknowledging the post-login bannerAfter successfully logging on to the Personal Agen

21NN42040-105 Personal Agent User GuideNavigating the Personal Agent interfaceThe Personal Agent Quick Start page is where you access the services an

22NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Navigating the Personal Agent Quick Start pageThe icons and links on the Quick Start

23NN42040-105 Personal Agent User GuideExiting the Personal AgentTo exit the Personal Agent, click the logout icon on the top right of any page you a

24NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008

25Personal Agent User GuideCustomizing your Personal AgentThis chapter includes the following sections:• “Configuring your personal preferences” on pa

26NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Modifying your contact informationTo modify your contact information, perform the fol

27NN42040-105 Personal Agent User Guide4 Click Save. Changing your passwordWhen you change your password, your password changes for all client device

28NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20084 Click Save.Selecting a pictureYou can add a picture to use as your picture caller I

29NN42040-105 Personal Agent User Guide4 Click Reset to reset your picture from the preview picture to your current picture.The picture file you spec

3Personal Agent User GuideContentsNew in this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Othe

30NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20088 Click Reset to clear your input and reset your reason list to the last saved settin

31NN42040-105 Personal Agent User GuideConfigure My TimesUse the My Times page to Add, Modify, Copy, Rename, or Delete day and time ranges when confi

32NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Modifying a day and time rangeTo modify an existing day and time range, perform the f

33NN42040-105 Personal Agent User GuideRenaming a day and time rangeTo rename a day and time range, perform the following steps.1 Click the Preferenc

34NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Modifying your Nortel IP Phone settingsThis section applies to the IP Client Manager

35NN42040-105 Personal Agent User GuideChanging the order of the subject listTo specify the order in which the subjects appear on your IP Phone, perf

36NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Logging off from your active phonesIf you work in a number of locations and often log

37NN42040-105 Personal Agent User Guide• Unified Communications• Meet Me Conferencing—provides your conferencing bridge information• Call parkViewing

38NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Service Package option DescriptionPresence • View the online status of other users an

39NN42040-105 Personal Agent User GuideAdvanced Addressbook The default number of contacts is 10. Your system administrator configures the maximum n

4NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Acknowledging the post-login banner . . . . . . . . . . . . . . . . . . . . . . . . .

40NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Viewing and modifying your Watchers ListTo see a list of people who have subscribed t

41NN42040-105 Personal Agent User GuideSetting up a Banned watchers listYou may want to ban someone from subscribing to your presence information in

42NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008People who subscribed to your presence are alerted to your presence status after the

43NN42040-105 Personal Agent User GuideModifying your current greeting settingsTo modify your greeting settings, perform the following steps.1 Select

44NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20083 Click Save to save your changes.ORClick Reset if you made changes and you do not wa

45NN42040-105 Personal Agent User Guide1 Select Preferences > Services > Unified Communications > Greetings > Message Storage.2 Click Sa

46NN42040-105 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

47NN42040-105 Personal Agent User Guide4 Click Save to save your changes.ORClick Reset if you made changes and you do not want to save them.

48NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008

49Personal Agent User GuideUsing your directoriesThe Directory icon appears on the Personal Agent Quick Start page or on the top navigation menu. Usin

5NN42040-105 Personal Agent User GuideConfiguring recording time for incoming voicemail messages . . . . . . . . . . . . . . . . 44Viewing and modify

50NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Using your personal address bookYour personal address book contains a dynamic list of

51NN42040-105 Personal Agent User GuideBoth the List view and Card view have the following icons for accessing your personal address book. Viewing yo

52NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Searching for a contactThe following table describes the criteria you can use to sear

53NN42040-105 Personal Agent User Guide3 Enter a search string in the text box and click Search. Viewing details about a contactTo view details abou

54NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20082 Click the Card View tab.Viewing details about a contactTo view details about a cont

55NN42040-105 Personal Agent User Guide5 Click Save to save this contact to your personal address book and close the window.ORClick Cancel to return

56NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Editing a contact—Card viewTo edit details about a contact in Card view in your perso

57NN42040-105 Personal Agent User Guide1 On the personal address book page, click the Groups button. The groups page appears.2 In the Enter new grou

58NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20083 To remove a contact as a Friend, clear the Friend check box in the contact details

59NN42040-105 Personal Agent User GuideSearching for users in the global address bookThe following table describes the criteria you can use to search

6NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Clearing call log information . . . . . . . . . . . . . . . . . . . . . . . . . . . .

60NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20085 Click Return to my address book, to return to your personal address book.Working wi

61NN42040-105 Personal Agent User GuideWorking with the global address book—Card viewThe following table describes the criteria you can use to search

62NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008match the specified search criteria and includes a thumbnail picture of the user (if

63Personal Agent User GuideUsing your call logsUse the Personal Agent to view a list of the incoming and outgoing calls made by any device that you ar

64NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 20082 Click on the Inbox tab to view the calls you have received.3 Click on the Outbox ta

65NN42040-105 Personal Agent User Guide1 From your call log Inbox or Outbox, select the check box beside the name of the contact you want to save.2 C

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67Personal Agent User GuideUsing your Personal Agent Routes WizardThe Personal Agent Route wizard solves the problem of having different contact numbe

68NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Understanding RoutingUse routes to perform actions on your incoming calls and instant

69NN42040-105 Personal Agent User GuideUnderstanding the Route wizard steps The following table describes the steps to follow when you create a route

7NN42040-105 Personal Agent User GuideNew in this releaseThis section describes what’s new in the Nortel AS 5300 Personal Agent User Guide (NN42040-1

70NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008The first time you use the Route Wizard, the List of routes page appears. It shows

71NN42040-105 Personal Agent User GuideSpecifying contacts from your personal address bookTo specify a contact from your personal address book as a c

72NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008ORClick Cancel to quit this window.The Step 2. Conditions window appears with the glo

73NN42040-105 Personal Agent User GuideAdd one number or SIP address on each line.Click OK to accept the selected phone numbers or SIP addresses.3 Cl

74NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008• reject the incoming call without specifying a reason• reject the call and specify a

75NN42040-105 Personal Agent User GuideView the graphic display of highlighted My Times.3 Use the buttons to create new My Times day and time ranges

76NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Specifying ordered listsUse the Personal Agent to configure how and where you want yo

77NN42040-105 Personal Agent User Guide2 Select the first option in the list. In the Ring THESE NUMBERS first in my list, click the link to specify a

78NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Specifying a rejection messageTo specify a reject message, perform the following step

79NN42040-105 Personal Agent User Guide• From THESE PEOPLE in my Personal Address Book• From THESE PEOPLE in my Global Address Book• From THESE GROU

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81Personal Agent User GuideAddress Book Search CriteriaTopics in this chapter include:• “Personal address book search criteria” on page 82• “Global Ad

82NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Personal address book search criteria The following table provides a detailed descrip

83NN42040-105 Personal Agent User Guide*lastname, firstname Returns entries containing last name and starting with first name (appends * to the first

84NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008Global Address Book search criteriaThe following table provides a detailed descriptio

85NN42040-105 Personal Agent User GuideName firstname lastname Returns anything starting with first name and starting with last name (appends * to bo

86NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008

Personal Agent User Guide87IndexAacronyms 10Ad Hoc Audio Conferencing 39advanced screening parameter 31Ccard viewpersonal address book 51viewing conta

88NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008modifying 32removing day/time ranges 31renaming a day and time range 33Ppasswordchang

89NN42040-105 Personal Agent User GuideTtechnical publications 10technical support 10text conventions 9Uunavailable busy 73

9Personal Agent User GuideGetting startedThis guide describes the Nortel Personal Agent, a feature-rich online IP telephony solution. Use the Personal

90NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02 June 2008

Multimedia Communication PortfolioNortel AS 5300Personal Agent User Guide Copyright © 2007-2008 Nortel Networks. All rights reserved.Sourced in Canada