Nortel Personal Agent AS 5300 manual

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 is belie v ed to be accura te and reliable, e xcept as othe rwise expressly agreed to in writing, NOR TEL PR O VIDES THIS DOCUMENT "AS IS "[...]

3 Personal Agent User Guide Contents New in this release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Other chan ges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Re visio n histor y . . . . . . . . . . . . . . . . . . . . . . . . . [...]

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Navigating the P ers onal Agent Q uick Star t pag e . . . [...]

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 . . . . . . . . . . . . . . . . . . . . . . . . . 67 Understand ing Routin g . . . . . . . . . . . . . . . . . . . [...]

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 1.0. Revision history June 2008 Standard 01.02. Thi s document is up-issued to sup[...]

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. Chapters include: • “Using your Personal Agent” on page 11 • “Customizing your Personal Agent” on page 25 • “Using your dir[...]

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: • Nortel AS 5300 Multimedia PC Client User Guide (NN42040- 107 ) Ho w to g et help For serv ice issues, contact your local supp ort or Information Serv[...]

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 page 11 • “Personal Agent services and features” on page 12 • “Before you begin” on page 12 • “ Accessing the Personal Agent for the f ir[...]

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. Wi th the Personal Agent, you ca n direct incoming calls to ring all of these[...]

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. See “Minimum hardware and so ftware requirements” on page 13 Minim um hard ware an[...]

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.) • Internet Explorer 6.0 or Fire fox 2.0 (or later) • cookies and jav ascript enable[...]

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.org, but it is not an e-mai[...]

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. • Automatic presence: a service on the Mu ltimedia PC Client, or IP Phone that yo[...]

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 . Presence Indicator Status Description Activ e a vailab le Th[...]

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. 3 Press Enter . The Personal Agent Login page appears. P er s [...]

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 .com) and password in the Personal Agent Login[...]

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. Y ou cannot access any Pe rsonal Agent functions until you ackno wle dge [...]

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. Service/Feature Desc ription Access the Quick Star t page[...]

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. Using the online Help There are sev eral ways that you can access Pe rsonal Agent help: • online help—Click the Help icon, on the top right of any page, to view a[...]

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 Phone settings” on page 34 • “V iewing and modifying your available services” on page 36 Configuring your personal pr eferences T o configure o[...]

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. The Preferences page appears. 2 In the navigation pane, select Personal > Contact Info[...]

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 . Y our password criteria can contain : • mi[...]

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. T o add or modify a p icture, perform the following steps. 1 In th[...]

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. The picture also appears in the addr[...]

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. 9 Click Remove to remove the selected reason. OR Click Remove All to remove all reasons. Reordering the list of re asons T o change the order in which the reasons appear on your IP Ph one, perfo[...]

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. 1 Click the Prefer ences icon on t[...]

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. 2 In the navigation pane, select Personal > My Times . 3 In the My T imes section, clic[...]

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 . 3 In the My T imes section, click the option you want to rename. For ex[...]

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. T h e following op[...]

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. 3 Click Save to save your changes. Personalizing your pr esen[...]

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. T o log of f your active phones, perform the following steps. 1 Click the Pre[...]

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 . T o view the services enabled in your service package, perform the fo[...]

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. • Designate an addre ss book contact as a Friend to see that person’ s presence. [...]

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. W ireless Client A vailable in a future release. Instant Me ssaging Send[...]

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. 2 In the navigation pane, select Services >[...]

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. T o ban someone from viewing your presence information, perfo[...]

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 . This option does not apply to the Nortel IP Phone. V iewing an[...]

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 . 2 Click the Modify link for each greeting, to specify a different email address to deliver your[...]

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. Contr o lling your automatic login T o control y our Unified Commun ications logon when using other Public Switched T elephon e Network (PSTN) teleph one (such as a cell phone) [...]

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. V iewing and modifying your M eet Me confer encing details The Meet Me audio conferencing service [...]

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. • A check box to indicate whethe r or not to receive instant messages (such as attendance roster and collabora tion material access) during the conference • A check box to allow[...]

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 maintain a personal addre ss book of your pers onal contacts and groups of contacts • access a global address book of all users in your domain • [...]

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. T o access the personal address book, click[...]

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. Sor ting y our contacts T o sort your c[...]

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 . 2 From the FOR list, select a criteria to search for . For e xam[...]

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. 1 Click on the Nickname link. A ne w wind o w appears listing details about the contact, including an icon that indicates their presence s tatus on the [...]

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. 1 Click on the link beside the contact’ s name. A ne w window appears listing details about the contact, including an ic on that indicates their presence [...]

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. Editing a contact—List view[...]

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. 2 Click Edit in the Edit column. 3 Enter or re vise the contac t information, in[...]

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. 5 T o rename a group, select the grou p in the Groups window and click Rename. 6 T o de[...]

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. Y our service provi der or system administrator creat[...]

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. 1 Select Global addr ess book from the SEARCH list. 2 Select a search fiel[...]

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. Sor ting users T o sort u s ers in the global addres[...]

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. 1 Select Global addr ess book from the SEARCH list. 2 Select a field[...]

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. T o select a user to add to your personal add[...]

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 . T opics in this chapter include: • “V iewing call logs” on page 63 • “Calling contacts in the call log” on page 64 • “Sav ing contacts from the call log informat[...]

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. 1 Click the Call logs[...]

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. 1 Sel[...]

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. Use the Route wizard to bu ild routes for all or specific incoming calls, or to block anon ymo[...]

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.m. and 1:00 p.m. Mo[...]

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. • Back — return to the pre [...]

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. Step 1: Initiate action In Step 1 of the Route W izard, specify the main actions that[...]

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. 2 In the Search for f ield, enter a sea rch criteria to select a contac t (or contacts ) fr[...]

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 . 7 Continue to specify conditions. OR Click N[...]

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 . 5 Continue to specify conditions. OR Click Nex t to go to the ne xt step. Specifying a cond[...]

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 call to voice mail (if enabled in your service package) • send the call to a particular phone number For more information about configuring th e actio [...]

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 . 5 T o edit the condition, click t he link in the Route details window .[...]

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. An ordered list is a group of SIP add resses or phone numbers associated with your user name (the name y ou register under) in your org aniza[...]

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. 3 Select the actions for the incoming ca[...]

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 . 2[...]

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. All other f ields are not case-sensiti ve.[...]

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 *). *nick* Same[...]

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 *). *lastname* Same as *l astname. lastname* Retur ns entr ies sta[...]

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. user@domain Sa[...]

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". firstname lastname* Same as "firstname lastname". 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 search criteria (personal address book) 52 searching (personal address book) 52 D Directory icon 22 E Editing a contact 55 F Friends adding a 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 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 [...]

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 document is believed to be accurate and reliable, except as otherwise expressly agreed to in w riting, NORTEL PROV IDES THIS DOCUMENT "AS IS" [...]