Nortel Networks MCP1.1 FP1 (2.02) manual

[Standar d - Norte l Network s Confiden tial] V e r s i o nM C P 1 . 1F P 1 ( 0 2 . 0 2 ) Part No. NN10039-112 April 2003 SIP Personal Agent User Guide[...]

ii NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Copyright © 2003 Nortel Net works All righ ts reser ved. Apr il 2003. The info rmati on in this doc ument is su bjec t to change wi thout n otice . The stat ements , confi gurat ions, tec hnica l data, and recomme ndations i n this docu ment are belie ved to b e accurate a nd reliabl e,[...]

iii SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Nortel Net works Inc. software lice nse agreement This Software Lic ense Agreement ( “License Agre ement”) is between y ou, the end-user (“Customer”) and No rtel Networks Corp oration and its subsid iaries and af filiates (“No rtel Networks”). PLEASE READ [...]

iv NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Gove rnme nt, the r espec tive rig hts to t he soft ware an d softw are doc umen tati on are g overn ed by Nor tel Networks stand ard commerci al license in accord ance with U.S. Federal Regulat ions at 48 C.F . R. Sections 12.212 ( for non -DoD en tities) an d 48 C.F .R. 227.720 2 (for [...]

v SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Content s T a b l e s ........................ ...................... .......... i x W e l c o m e . ..................... ...................... .......... x i A u d i e n c e . ...... .......... ...... .......... ...... .......... ...... ..... x i T e x tc o n v e n t[...]

vi Contents NN10039-1 1 2 [Standar d - N ortel Netwo rks Con fidenti al] D e l e t i n ga ne n t r y ........ ......... ....... ......... ....... .......... 1 4 M o d i f y i n ga d d r e s sb o o ke n t r i e s ...... ....... ......... ....... .......... 1 4 C r e a t i n g a n dv i e w i n gy o u rl i s to fb u d d i e s .. ...... .......... ....[...]

Contents vii SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] S e q u e n t i a lr i n g i n g ............. .......... ...... ....... .......... 4 1 C r e a t i n gan e wr u l e ......... .......... ...... .......... ...... ....... 4 2 C r e a t i n g ar i n gl i s t .......... .......... ...... .......... ...... .....[...]

viii Contents NN10039-1 1 2 [Standar d - N ortel Netwo rks Con fidenti al][...]

ix SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Ta b l e s T a b l e1 S I PP e r s o n a lA g e n ts e r v i c e s ..... ...... .......... ...... ........ 7 T a b l e2 D e s c r i p t i o no fp e r s o n a l s e t t i n g sf i e l d s .......... ....... .......... 2 3 T a b l e3 C a l lM a n a g e rl i s to f t e r [...]

x NN10039-1 12 [Standar d - Norte l Network s Confide ntial][...]

xi SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] We l c o m e The SIP Personal Agent User Gui de is inte nded o nly to pro vid e you with t he instru ction s you nee d to get up a nd run ning wit h this pr oduct. This guide descri bes the SI P Perso nal Agent, a feature-ric h onlin e user int erfac e IP teleph ony so[...]

xii Welco me NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Acronyms This guide uses the fo llowing acron yms: Related publi cations Other re lated publ icatio ns rel ated to t he SIP Pers onal Agen t: • SIP Multi media W eb Cli ent Use r Guide (Par t No. NN1004 0-1 12) • SIP Multimedi a PC Client User Guide (Part No. NN10041-1 12) [...]

Welcom e xiii SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] From th e T echnical Suppo rt page, yo u can ope n a Cust omer Servic e Reques t online o r fin d the tel ephone nu mber for the nearest T echnical Solutions Center . If you ar e not conn ected t o the Int ernet, yo u can ca ll 1-800- 4NOR TEL (1-800- 466-7[...]

xiv Welcom e NN10039-1 12 [Standar d - Norte l Network s Confide ntial][...]

1 SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Chapter 1 Getting st arted with the SIP Personal Agent This sec tion de scribes how to get start ed with the T he SIP (Ses sion I nitiati on Protocol ) Personal Agent . T opics include: • “What is t he SIP P ersona l Agent? ” on page 1 • “SIP Pe rsonal A gent [...]

2 Chapter 1 Getting sta rted with t he SIP Pe rsonal Age nt NN10039-1 12 [Standar d - Norte l Network s Confide ntial] SIP Persona l Agent services and features The SIP Person al Agent allo ws you to set your persona l preferenc es, store a pictur e availabl e network -wide, si gn up for mult imedia serv ices, an d manage your system pa ssword. In [...]

Chapt er 1 Gettin g started wi th the SI P Persona l Agent 3 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] • User name a nd passwo rd for lo gin (pr ovided by y our sys tem admin istrato r) • PC co nfig ure d with the re qui red min imum so ftw are and h ardw are, as descri bed bel ow • Intern et access and a [...]

4 Chapter 1 Getting sta rted with t he SIP Pe rsonal Age nt NN10039-1 12 [Standar d - Norte l Network s Confide ntial] • Micros oft W indo ws 98 Second Edition (SE), Mic rosoft W i ndows 2000, Microsof t XP , or Microsof t W ind ows NT 4.0 wit h Serv ice Pack 5 ( SP5) • 56Kbps modem or other hig h speed connect ion (For example, cable modem, DS[...]

Chapt er 1 Gettin g started wi th the SI P Persona l Agent 5 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Loggi ng in to the SIP Personal Agen t Before pe rformi ng any of t he func tions ava ilable i n the S IP Personal Agent, you must fi rst l ogin. T o log in to the S IP Pers ona l Age nt Tip: Keep in mind th at[...]

6 Chapter 1 Getting sta rted with t he SIP Pe rsonal Age nt NN10039-1 12 [Standar d - Norte l Network s Confide ntial] 1 From the SIP Perso nal Agent Login scr een, enter you r user name, domain name (for example : you@yourcompany .com), and password. 2 Click Submit . Once yo u are s uccess fully re giste red wit h SIP Per sonal Agen t and logge d [...]

Chapt er 1 Gettin g started wi th the SI P Persona l Agent 7 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] • Users - who are se arching for people that belo ng to the same top- level do main as you • Help - area that gives you des criptio ns and detail s Navigating the Directories screen The Direc tories scr een[...]

8 Chapter 1 Getting sta rted with t he SIP Pe rsonal Age nt NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Exiting the SIP Personal Ag ent T o exit the SIP Person al Agent clic k Log Out . Using the online H elp There are sever al ways that you can acc ess SIP Persona l Agent help: • onl ine hel p - from an y scree n, click th e Help [...]

9 SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Chapter 2 W orkin g with Directori es The firs t scre en you will see af ter logg ing in to the S IP Pers onal Ag ent is the Directo ries scr een. T opics in this sectio n: • “Setti ng up your address book” on page 10 • “Addin g groups ” on pag e 1 1 • “[...]

10 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Settin g up your add ress bo ok Y our network-bas ed address book is a dynamic l ist of i nformatio n. The Address Book option that you acc ess from the Directo ries screen list s the nickname, firs t name, and las t name of an en[...]

Chapter 2 Worki ng with Dir ectories 11 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Adding groups Before you begin adding entri es in to your address bo ok, you wil l want to cre ate a group for the entry to be long to. To s e t u p a g r o u p 1 Click th e Groups ta b. The Add Gr oups sc reen appea rs. 2 T o add [...]

12 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial] 5 Click AddGr oups to add more grou ps or click Addre ss Book fro m the Directo ries screen to add an entr y to a Group, and assign groups in your network- based address boo k. Adding an entr y T o add a new entr y in your ne twor[...]

Chapter 2 Worki ng with Dir ectories 13 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The Address Book entry scr een appear s. 3 Enter a Nick Name (requir ed fie ld) f or the p erson. 4 Enter the Contac t information ( phone nu mbers, add resses) for the person. 5 Select a Gr oup fro m the pull-down list. (This is t[...]

14 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial] not ente r a SIP addres s then you will not receive an y onlin e Presence info rmatio n for that user . 7 Select the def ault Ye s from the drop-down lis t next to the Buddy fiel d on th e Address Book en try scr een to ad d a bud[...]

Chapter 2 Worki ng with Dir ectories 15 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Creating and viewing your list of buddies The S IP Pe rsona l Age nt a llow s you t o cr eate, vi ew , and up date a n etwo rk-ba sed list of buddies. These may be people that you work with or correspo nd with regular ly . If Prese[...]

16 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial] The followin g picture shows the Buddie s screen. Using the ban lis t There may be times wh en you want to ban someone from detec t ing when you are online a nd available. T o add someone t o your ban l ist 1 Click th e BanList ta[...]

Chapter 2 Worki ng with Dir ectories 17 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The User Ban List Page scr een appears. 2 Enter the SIP addre ss of the person you want to ban, for exa mple, smithx@anyc ompany .com 3 Click Ban Ent ry . The person you added to the ban list can st ill call you, but they can no lo[...]

18 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial] The Use rs search sc reen appears . 2 Enter a sear ch based on fir s t, las t, or username, or t he contact’ s phone number . The searc h feature is ca se-sensiti ve. If the re are entrie s to more than one f ield when the searc[...]

Chapter 2 Worki ng with Dir ectories 19 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The following pict ure s hows the resul ts of the search for a user named LCarter . T o add this user to your addr ess book, c lick the Add Contact link. . Tip: T o perform an other searc h, click the Us ers tab.[...]

20 C h a p t e r 2 W o r k i n gw i t hD i r e c t o r i e s NN10039-1 12 [Standar d - Norte l Network s Confide ntial][...]

21 SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Chapter 3 Managing your personal account information This secti on describ es how to use the feature s availa ble on the SIP Perso nal Agent Settin gs screen to set up your person al preferences, and to contr ol your personal accou nt. T opics in this sectio n: • “[...]

22 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Modif ying you r person al informatio n T o modify your personal in formation, you can click on the Sett ings icon on the left s ide of any screen you may be on. The Pe rsonal Setting s screen appears , allowin g you to enter or c[...]

Chapte r 3 Managin g your perso nal account informat ion 23 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows the Personal op tion screen. Ta b l e 2 Desc ription of per sonal settings fi elds Fiel d Des crip ti on Password The uniqu e password t hat you entere d when you regist ered with th[...]

24 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Selecting a pictur e ID (SIP Multim edia Web Client and SIP Mul timedi a PC Cli ent) T o add or modify a picture to use as your pi cture caller ID in the SIP Multimed ia W eb Client or the SIP Multimedia PC Client : 1 Click Pi ctu[...]

Chapte r 3 Managin g your perso nal account informat ion 25 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] 3 Click Submit Pi cture . The picture fi l e (in PNG or JPG format only) you specif y is sent to your serv ice provider ’ s user database and is disp layed on the SIP Multimedia W eb Client, SIP Mult imedia PC[...]

26 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] T o create the subj ects list and t o specify t he order in which t he subjects disp lay on an i2004 I nternet T elephone, cl ick Subjects on the t op of the Setti ngs screen. Cre atin g a n ew su bjec t 1 Enter the text of th e s[...]

Chapte r 3 Managin g your perso nal account informat ion 27 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows the Subjec ts option sc reen. Changing the order of the list of subjects 1 Click on a subject in the Sel ected Items fie ld. 2 Click Up or Down t o change the order of th at item in [...]

28 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Creating a new reject reason 1 Ente r the text of the re ason in th e Item Ent ry fiel d. 2 Click Add . T he reas on text appears i n the Selected I tems field. a T o add another rej ect reason , enter the text of th e reason in t[...]

Chapte r 3 Managin g your perso nal account informat ion 29 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows the Reasons option s creen w ith an exa mple li st of reasons for r ejecting a call. Changing the order of the list of reasons 1 Click on a reason in th e Selected I tems field. 2 Cl[...]

30 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Checking i2004 In ternet T e lephone settin gs If you wor k in a number of loc ations and ofte n log into se veral i20 04 Internet T elephones, you can use the i2004 setti ngs option to check your login statu s and log yoursel f o[...]

Chapte r 3 Managin g your perso nal account informat ion 31 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows the i200 4 option sc reen: Managing your preferen ces The Prefe rence option from the Se ttings screen s hows you your curre nt service package. This screen allows yo u to modify opt[...]

32 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial] The followin g picture shows your Pers onal Service s package screen where you can vi ew and modify opt ions availab le to you t hrough your service package. Modifying your Presence service If you h ave the Presence ser vice enabl[...]

Chapte r 3 Managin g your perso nal account informat ion 33 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] 1 Select the Repor t when Inactive option , and enter a time value in the range of 10 to 6 00 minutes int o the Inacti vity Time r (in m inu tes) fi eld t o all ow people who have subscribed t o your presen ce t[...]

34 Chapter 3 Manag ing y our person al ac count info rmation NN10039-1 12 [Standar d - Norte l Network s Confide ntial][...]

35 SIP Perso nal Agent User Guid e [Standar d - Norte l Network s Confide ntial] Chapter 4 Using the SIP Personal Agent Call Manager This secti on describes how to use the SIP Perso nal Agent Call Manager featur es to manage y our incoming ca lls. T opics in this sectio n: • “Navigat ing the Call Manage r Home screen” on page 35 • “Unders[...]

36 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Depending on the se rvices enabled in your servi ce package, the following pi cture is an example of the Call Manager home scree n.[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 37 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Underst anding C all Manager term inology The followin g table lists Call Manager te r ms and defini tions. Ta b l e 3 Ca ll Manage r list o f terms Te r m D e f i n i t i o n Current rules A compo nent of the C[...]

38 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Unde rst and ing scr e eni ng and rout ing conc ept s The SIP Personal Agent C all Manager all ows you to determine how your incomi ng calls will be treate d. For example, yo u can set up bas ic scree ning and routing to aut omatica[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 39 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Selecting default options for your incom ing calls If you do not have routes and rules set up then you can sel ect a default behavio r for your incomi ng calls from the Call Manager sc reen. The following table [...]

40 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Blocking anonymous cal ls T o screen inco ming calls from an unknown ca ller in the Options window 1 Click the check box next t o Block anonymous calls to s elect the opt ion . 2 Click Save to save th e changes made on this pag e, o[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 41 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] Using the Curr ent Rules wind ow The firs t time you us e the Call Manager , the Inacti ve and Active Rules area in the Current Rul es windows will be empty , unless your syste m administ rator has se t up your [...]

42 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] Y ou can use the sequent ial ringing fea ture to have your cal l follow you t o m ult iple locati ons and devices. For example, if your job requi res you to be out of your of fice almost as fr equently as y ou are in the of fice -- [...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 43 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] 1 Click Lis t Routes tab from t he Call Manager Home sc reen. The Ring Li st Deta ils scr een dis plays as fo llow s. 2 Enter a name for your ring li st in the Ring list name text box. Tip: Every item in a colum[...]

44 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] 3 From th e drop down l ist, choose how ma ny times t o ring the entri es in your simu ltane ous ri ng l ist. 4 In the tex t box, ent er the nam e of the target item fo r your sim ult aneou s ring list . 5 Use the drop-down li st to[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 45 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] If you ne ed to make changes t o your route, ent er your changes on the Cal l Manager Rin g List Detail s screen and click Mod ify Rou te . Sending informa tion to callers while yo ur call is being routed For ea[...]

46 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] If the cal ler is on a SIP device, t hen a W eb browser wo uld open on their PC usi ng the UR L that you s pec ify . For example, you may want to direct al l your customers t o a product supp ort W eb page tha t answers freque ntly [...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 47 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] 2 Click th e D elete li nk t o dele te th e rou te. A c onfi rmati on sc reen a ppea rs stati ng that the rout e was successful ly deleted. Crea ting a n ew scr een ing ru le Once you have complete d programming[...]

48 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] The followin g picture shows the W elcome to Call Manager screen. 2 Click the link, cr eate a scr eening rule . The Call Manager Rule Detail s screen display s.[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 49 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows the Call Ma nager Rule Deta ils screen . 3 Enter a name for your rule in the Rule name text box. 4 Click the Act i ve check bo x to select whet her or not this rule sh ould appear in[...]

50 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] 5 T o have this rul e apply to selected na mes in your network ba sed addre ss book, click th e click to change link besi de Affected Users (o therwise the rule applies to eve ry incoming caller) . The followin g picture shows the S[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 51 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The f ollo wing p ictu re sh ows th e Act ive ti mes s cree n tha t disp lays . a On the Active times scr een, you can click the check box next to the days of the we ek and the time s of the da y when you want t[...]

52 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial] 8 Click Save Rule . Changing the priority of Current Rules Y ou define rules with the List Rul es and List Routes option s. Once you cr eate your rules , you can use the buttons in the Current Rul es window to manage the priori ty o[...]

Chapt er 4 Usi ng the SIP Pe rsonal Age nt Call Ma nager 53 SIP Per sonal Age nt User Gui de [Standar d - Norte l Network s Confide ntial] The followin g picture shows an example of the Current R ules window enabl ed. Deleting a r ule T o dele te an exi sting ru le that ha s been set u p for a rout e 1 Click th e ListRules tab from the Ca ll Manage[...]

54 Chapter 4 Using th e SIP Pers onal Agen t Call Man ager NN10039-1 12 [Standar d - Norte l Network s Confide ntial][...]

SIP Perso nal Agent User Guid e 55 [Standar d - Norte l Network s Confide ntial] Index A acronyms xi i address boo k adding an entry 12 adding gro ups 1 1 creating lists o f buddies 14 deleti ng an entry 14 modify entries 14 searching for a c ontact 17 advanced screening and rou ti ng 40 C creating a new rule 42 creating a new screening rule 47 cur[...]

56 Index NN10039-1 12 [Standar d - N ortel Netwo rks Con fidenti al] simu ltane ous ri nging 41 SIP Personal Ag ent Call Manager advanced screening and rou ti ng 40 basic routing 39 basic screening 40 basic screen ing and routing 38 usin g 35 SIP Personal Ag ent Services 7 Subject s disp layi ng 25 suppor t , Nortel Network s xii System requirement[...]