ADTRAN 619510003-1A manual

619510003-1A Copyright © 2009 ADTRAN, Inc. 1 NetV ant a Unified Communications NetV ant a Enterprise Communications Server Personal Business Assist ant User Guide Ve r s i o n 4 . 5 619510003-1A October 2009[...]

Trademarks Enterprise Communica tions Server 2 Copyright © 2009 ADTRAN, Inc. 619510003-1A T rademarks Any brand names an d product names included in this manual are trademarks, registered trademarks, or trade names of their respective holders. T o the Holder of the Manu al The content s of this ma nual are curren t as of the d a te of publication.[...]

Enterprise Communications Ser ver Conventions 619510003-1A Copyright © 2009 ADTRAN, Inc. 3 Conventions Notes pr ovide additiona l useful information. Cautions signify information that could pr event service interruption or damage to equipment. W arnings pr ovide information that could pr event injury or endangerment to human life.[...]

Conventions Enterprise Communi cations Server 4 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

619510003-1A Copyright © 2009 ADTRAN, Inc. 5 Table of Contents 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 C[...]

Enterprise Communications Server 6 Copyright © 2009 ADTRAN, Inc. 619510003-1A 10 Using Elements to Create Call Answering Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Using Standard[...]

Enterprise Communications Server Getting Started 619510003-1A Copyright © 2009 ADTRAN, Inc. 7 1 Getting S t arted This chapter introduces the NetV anta Ent erprise Communications Server client application in P ersonal Business Assistant mode and presents some basic operations. This chapter covers the following topics: • Overview on page 7 • Co[...]

Overview Enterprise Communica tions Server 8 Copyright © 2009 ADTRAN, Inc. 619510003-1A Authorizations give some users access to the profiles of othe r users, for management purposes. Likewise, users can have access to any numbe r of other users, pr ovided they have been gr anted authorization to do so. Users can have any number of iden tities on [...]

Enterprise Communications Ser ver Conventions 619510003-1A Copyright © 2009 ADTRAN, Inc. 9 Conventions Document conventions T ext Bold font is used to indicate important inpu t data and keywords. Shortcut menus Steps for procedures generally instruct readers to use shortcut menus, although commands can also be made using menu s and toolbar buttons[...]

Requirements Enterprise Communica tions Server 10 Copyright © 2009 ADTRAN, Inc. 619510003-1A Requirement s Before proceeding, you need to get the followi ng information from your network administrator: • The name of the server to which to connect • The UC Server access number • Your default password for pe rforming mailbox management • The[...]

Enterprise Communications Serv er Fi rst-time Access using the Desktop 619510003-1A Copyright © 2009 ADTRAN, Inc. 11 contact system (for example, Outlook Express and Out look). T o cha nge your p assword and record your greetings 1. S tart the Client application to start the First-time Access Wizard. 2. Select Next and the Mailbox dia log box open[...]

Changing your Password Enterprise Communica tions Server 12 Copyright © 2009 ADTRAN, Inc. 619510003-1A 12. Make sure that the audi o device you want is selected. 13. Select re cord . If you are using a telephone, wait for the beep before yo u begin to record. The timer runs as you record. 14. Select stop when you have finished. If you use the tele[...]

Enterprise Communications Serv er Accessing your Mailbox for the First Time 619510003-1A Copyright © 2009 ADTRAN, Inc. 13 T o cha nge the p assword 1. Select the tab of the profile for wh ich you want to change the password. 2. Select T ools > Change User Password . 3. In the Change Password dialog box, do all of the following: •I n t h e Old[...]

Accessing your Mailbox for the Firs t Time Enterprise Communica tions Server 14 Copyright © 2009 ADTRAN, Inc. 619510003-1A Y our system administrator might have set up a differ en t behavior . Contact your administrator for mor e information.[...]

Enterprise Communications Serv er Customizing your Mailbox 619510003-1A Copyright © 2009 ADTRAN, Inc. 15 2 Customizing your Mailbox Overview Y ou can customize your mailbox, such as recording gree tings, using either a teleph one or UC Client. There are other features which can only be enabled using either a telephone or UC Client, such as setting[...]

Customizing your Mailbox using your Telephone Enterprise Communica tions Server 16 Copyright © 2009 ADTRAN, Inc. 619510003-1A Y ou cannot select a greeting unless it has an audio reco rding. If you try to select a greeting without a recording, you are prompted to record one. Disabling a greeting does not delete it. Y ou can enable a greeting at an[...]

Enterprise Communications Serv er Customizing your Mailbox using your Telephone 619510003-1A Copyright © 2009 ADTRAN, Inc. 17 Changing your p assword T o cha nge your p assword 1. From the main menu, select 4 : Change mailbox options. 2. From the Change mailbox options menu, select 2 : Change password. 3. Enter the new password follo wed by #. 4. [...]

Customizing your Mailbox using your Telephone Enterprise Communica tions Server 18 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. From the Change status options menu, select 2 : Obtain message summary options. 4. Select one of the following : • 1 — Disable • 2 — Set to quick mode • 3 — Set to verbose mode • * — Cancel Changing the n[...]

Enterprise Communications Serv er Customizing your Mailbox using your Telephone 619510003-1A Copyright © 2009 ADTRAN, Inc. 19 3. From the Distribution list menu, select 1 : Create a new distribution list. 4. Enter the number of the new distribution list. 5. Select one of the following : • 1 — confirm • 2 — cancel T o edit a distribution li[...]

Customizing your Mailbox using your Computer Enterprise Communica tions Server 20 Copyright © 2009 ADTRAN, Inc. 619510003-1A Customizing your Mailbox using your Computer This section explains how to cust omize your mailbox, such as recording gre etings and one-time messages, using UC Client vo ice message f eatures on your user extension. Y ou man[...]

Enterprise Communications Serv er Custom izing your Mailbox using your Computer 619510003-1A Copyright © 2009 ADTRAN, Inc. 21 out-of-office greeting is enabled. Y ou can turn it of f or leave it on. A v ailable greetings are listed alphab etically . A new greeting appears at the bottom of the list until you refresh the content pane. Creating and r[...]

Customizing your Mailbox using your Computer Enterprise Communica tions Server 22 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o record a greeting 1. In the A vailable Gree tings list, select the na me of the greeting that you want to record. 2. Select the Record button next to the greeting that you want to record to open the record Audio box. 3. [...]

Enterprise Communications Serv er Custom izing your Mailbox using your Computer 619510003-1A Copyright © 2009 ADTRAN, Inc. 23 3. Select play to play the greeting. T o dele te a greeting 1. From the A vailable Greetings list, select the greeting that you want to delete. 2. Select the trash button to delete the greeting. 3. Select Ye s to confirm th[...]

Customizing your Mailbox using your Computer Enterprise Communica tions Server 24 Copyright © 2009 ADTRAN, Inc. 619510003-1A 1 1. Select Ye s to update the greetin g and return to the Greeting Management pane. T o edit a greeting using the Audio Editor 1. From the A vailable Greetings list, sel ect the greeting that you want to edit. 2. Make sure [...]

Enterprise Communications Serv er Custom izing your Mailbox using your Computer 619510003-1A Copyright © 2009 ADTRAN, Inc. 25 12. Select Ye s to update the greetin g and return to the Greeting Management pane. Selecting greetings For each greeting type, you can sp ecify a greeting from a list of possible greetings. If you select none for a greetin[...]

Customizing your Mailbox using your Computer Enterprise Communica tions Server 26 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o create a one-time message for a cont act 1. In the Assistan t navigation pane of the main Client menu, select One-time Messages to open the One- time Messages content pane. 2. Select Add to open the One-time Messa ges re[...]

Enterprise Communications Serv er Custom izing your Mailbox using your Computer 619510003-1A Copyright © 2009 ADTRAN, Inc. 27 10. Select OK to keep the greeting. The contact to rece ive your one-time messag e appears in the One- time Messages content pane. Any other contacts that you record a one-time message for are added to this list. T o cha ng[...]

Customizing your Mailbox using your Computer Enterprise Communica tions Server 28 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Serv er Customizing Inco ming Call Options 619510003-1A Copyright © 2009 ADTRAN, Inc. 29 3 Customizing Incoming Call Options Overview This section explains how to manage identities.This sectio n covers the following topics: • Managing Extensions and Id entities Options on page 29 Managing Extensions and Identities Optio[...]

Managing Extensions and Identitie s Options Enterprise Communica tions Server 30 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o cha nge a service using the Identities p ane 1. On the Identities pane, select the arrow i n the services list box that corresponds to the trunk identity that you want to chan ge. 2. Select Services . 3. Select the servic[...]

Enterprise Communications Ser ver Managing Messages using your Te lephone 619510003-1A Copyright © 2009 ADTRAN, Inc. 31 4 Managing Messages using your T elephone This chapter covers how to manage your mailbox messages using your telephone. It includes the following topics: • Overview on page 31 • Accessing your Mailbox using your Telephone on [...]

Listening to Messages Remotely Enterprise Communications Server 32 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o liste n to your messages from a rem ote location 1. Call your workplace phone number that has UC Server as the auto attendant. 2. When prompted, press the system-defined key us ed to access mailbox manag ement. The default key for remo[...]

Enterprise Communications Ser ver Sending Messages from you r Mailbox 619510003-1A Copyright © 2009 ADTRAN, Inc. 33 6. At the end of each message, the end of message menu plays. If you press # to skip the message, it is marked as unheard. Sending Messages from your Mailbox Y ou can send a voice message to another person dire ctly from your mailbox[...]

Sending Me ssages from your Mailbox E nterprise Com munications Server 34 Copyright © 2009 ADTRAN, Inc. 619510003-1A 5. T o enter recipients, do one of the following: • Enter the extension or phone number followed by # . • Press 1 to send to a name. Enter the name followed by # . • Y ou are prompted to pre ss 1 to confirm the selection or to[...]

Enterprise Communications Ser ver Sending Messages from you r Mailbox 619510003-1A Copyright © 2009 ADTRAN, Inc. 35 6. If you want to send the same message to more than one mailbox, press 1 to enter another recipient’ s phone number . 7. If you want to send the message, press 2 . 8. After the delivery confirmation, th e end-of-message options pl[...]

Sending Me ssages from your Mailbox E nterprise Com munications Server 36 Copyright © 2009 ADTRAN, Inc. 619510003-1A If you press # after you record a me ssage, you can ch oose from any of the end- of-record options, listed below . T o reply to an internal voice mess age 1. Access your mailbox using a telephone. 2. Listen to the voice message that[...]

Enterprise Communication s Server Caller Options 619510003-1A Copyright © 2009 ADTRAN, Inc. 37 4. Do one of the following: • If you have the sender ’ s Calling Line ID, press 1 to call back the sender . • If the sender ’ s telephone number is in your contacts list, press 2 to call back the sender at any of the numbers listed. • If you wa[...]

Caller Options Enterprise Communications Server 38 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o bypass a greeting Press # while listening to a greeting. T o ski p out from a greeting Press * while listening to a greeting. The caller hears the following: “If you wish to be transferred to an extension, please dial the extension number now . If y[...]

Enterprise Communications Serv er Managing Messages using your Computer 619510003-1A Copyright © 2009 ADTRAN, Inc. 39 5 Managing Messages using your Computer This chapter explains how the UC Server works with Microsoft Outlook, Lotus Notes, and an integrated messaging client to provide a unified communications solution. The chapter co vers the fol[...]

Managing Messages in Microsoft Ou tlo ok Enterprise Communica tions Server 40 Copyright © 2009 ADTRAN, Inc. 619510003-1A manage voice and fax messages in the same way . Wh en you double-click on a voice message icon, the message opens in a NetV anta UC client V oiceForm. Y ou can play a voice mess age over your computer using a headset, or over a [...]

Enterprise Communications Ser ver Managing Messages in Microso ft Outlook 619510003-1A Copyright © 2009 ADTRAN, Inc. 41 2. Select the icon of the sp eaker that you want to use. The icon that you select is enclosed by a dotted line. 3. Select play . Use the other audio commands to manage the playback. Managing voice messages Y ou can manage voice m[...]

Managing Messages in Microsoft Ou tlo ok Enterprise Communica tions Server 42 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o dele te a voice message from the inbox 1. Select the voice message that you want to delete. 2. Select the Delete icon. By default, Outlook deletes the vo ice mes sage from the inbox and puts it in the Deleted Items folder in[...]

Enterprise Communications Ser ver Managing Messages in Microso ft Outlook 619510003-1A Copyright © 2009 ADTRAN, Inc. 43 4. Select a recipient from your Outl ook contacts list. The information fo r the recipient must include an email address if you want the message to be forwarde d successfully . If the recipient is not internal or is not included [...]

Managing Messages in Microsoft Ou tlo ok Enterprise Communica tions Server 44 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. In the File name text box, type a name for the message. 4. From the Save in list, choose a location for the saved file. 5. Select Save . T o dele te a fax message from your inbox 1. Select the fax message that you want to del[...]

Enterprise Communications Ser ver Managing Messages in Lotu s Notes 619510003-1A Copyright © 2009 ADTRAN, Inc. 45 T o forward a fax message by email 1. Double-click the fax that yo u want to forward. The NetV anta UC c lient FaxForm opens. 2. If you want to save a copy of the fax as a PDF before forwarding the fax then select File > Save as PDF[...]

Managing Messages in Lotu s Notes Enterprise Communi cations Server 46 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o laun ch Lotus Notes with the UC Server the firs t time 1. Launch Lotus Notes. 2. In the Server Name box, select the machin e name or IP address of the UC Server. 3. Enable the Save as default check box to automatically select the s[...]

Enterprise Communications Ser ver Managing Messages in Lotu s Notes 619510003-1A Copyright © 2009 ADTRAN, Inc. 47 Managing voice messages in Lotus Notes Listening to voice messages Open the voice message to open the following form and client plug-in. The form allows you to select the playback type: associated telephone handset , or speaker phone. [...]

Managing Messages in Lotu s Notes Enterprise Communi cations Server 48 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o reply to a voice message 1. Select Reply . If you want to reply to everyone who is on th e To list, select Reply to All . 2. Select one of the following : •R e p l y • Reply with History • Reply without Attachment(s) • Repl[...]

Enterprise Communications Ser ver Managing Messages in Lotu s Notes 619510003-1A Copyright © 2009 ADTRAN, Inc. 49 Sent Items — Fax transmission report s Faxes that you send from a client comp uter are automatically put into the Sent Items folder . For information about the fax transmissi on report, refer to Managing outgoing faxe s on page 73 . [...]

Managing Messages in Lotu s Notes Enterprise Communi cations Server 50 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o print a fax message 1. Open the fax message that you want to print. 2. In the Fax V iewer , se lect the Print icon to open the print dialog box. Make sure that the correct printer is selected in the Name list. 3. Select OK . T o sa[...]

Enterprise Communications Ser ver Managing Messages in the Mailboxes Menu in the NetVanta UC client 619510003-1A Copyright © 2009 ADTRAN, Inc. 51 5. Make sure that the inform ation in the IMAP mailbox management section is correct. 6. Select the password button. 7. Enter the new Lotus Notes Internet password. Managing Messages in the Mailboxes Men[...]

Managing Messages in the Ma ilboxes Menu in the NetVanta UC client Enterpri se Communications Server 52 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o play a voice message 1. In the Content pane, select the message that you want to play . 2. If the waveform of the message does not automa tically appear in the preview pane, select the Download butt[...]

Enterprise Communications Ser ver Managing Messages in the Mailboxes Menu in the NetVanta UC client 619510003-1A Copyright © 2009 ADTRAN, Inc. 53 4. In the Save in list, choose a location where you want to save the file. 5. Select Save . Archiving messages Y ou can save voice and fax messages in an archive directory on the hard drive. T o archiv e[...]

Managing Messages in the Ma ilboxes Menu in the NetVanta UC client Enterpri se Communications Server 54 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Serv er Using SIP Telephones 619510003-1A Copyright © 2009 ADTRAN, Inc. 55 6 Using SIP T elephones This chapter presents the basics of using SIP telephones, and includes the following topics: • Overview on page 55 • Customizing your Phon e on page 55 • Using SIP Phones on page 5 7 Overview The SIP solution provides [...]

Customizing your Phone Enterprise Communication s Server 56 Copyright © 2009 ADTRAN, Inc. 619510003-1A Changing the number of rings before calls go to voicemail Y ou can change the number of times a call rings on your extension, before the call is directed to voicemai l. An identity refers to a user extensio n, an auto attendant, or an email addre[...]

Enterprise Communications Ser ver Using SIP Phones 619510003-1A Copyright © 2009 ADTRAN, Inc. 57 3. Select OK . Using SIP Phones Depending on the manufactu rer , SIP phones and the UC server of fer a variety of features, such as the following: • Accessing voicemail messages • Transferring callers directly to voicemail • Using the NetVanta UC[...]

Using SIP Phones Enterprise Comm unications Server 58 Copyright © 2009 ADTRAN, Inc. 619510003-1A T ransferring callers di rectly to voicemail Y ou can transfer a caller directly to voicemail, withou t ringing the recipient’ s te leph one. This feature is useful if a caller needs to leave a message for a user , bu t does not need to speak to the [...]

Enterprise Communications Ser ver Using SIP Phones 619510003-1A Copyright © 2009 ADTRAN, Inc. 59 T o acc ess the conference bridge 1. From an internal telephone, dial the co nference bridge number . The de fault number is 7050 . 2. Enter the 4-digit confer ence ID . 3. Follow the prompts to access the conference bridge. Conference option list When[...]

Using SIP Phones Enterprise Comm unications Server 60 Copyright © 2009 ADTRAN, Inc. 619510003-1A recorded pages, see your system administrator . T o sen d a live p age 1. From your phone, dial *72 (or *P A ). 2. After you hear the to ne, begin speaking . 3. When you are finished with the page, hang up or us e the end call function on your phone. P[...]

Enterprise Communications Ser ver Using SIP Phones 619510003-1A Copyright © 2009 ADTRAN, Inc. 61 3. Note the hold position that plays over the telephone. The ho ld position is used b y the person who answers the parked call. The UC server selects the pa rk number for the caller starting at 1, or the next available higher numb er . 4. Press DIAL . [...]

Using SIP Phones Enterprise Comm unications Server 62 Copyright © 2009 ADTRAN, Inc. 619510003-1A The agent is typically associated with a particular area of expertise, for example, sales or support. A support agent who is ready to answer calls can log into the call queue and receive support calls in a specified order , for example, in order of arr[...]

Enterprise Communications Ser ver Using SIP Phones 619510003-1A Copyright © 2009 ADTRAN, Inc. 63 status to unavailable to prevent accepting further incomi ng queued calls, without logging out of the queue. T emporarily setting your status to unavailable does not change your longest id le position in the agent group. When you make yourself availabl[...]

Using SIP Phones Enterprise Comm unications Server 64 Copyright © 2009 ADTRAN, Inc. 619510003-1A answer any telephone. T o ans wer a call on another user’s phone 1. When you hear a phone that you want to answer , dial *78<Extension> . Make sure that you dial, on your own phone, *78 plus the extension of the phone that is ri nging. 2. If th[...]

Enterprise Communications Ser ver Using SIP Phones 619510003-1A Copyright © 2009 ADTRAN, Inc. 65 transferred, forwarded, or twinned to your alternate phone number . For example: • Calls can be made directly from another extension t o your alternate phone number • Calls can be transferred by internal users to your alternate phone number • Cal[...]

Using SIP Phones Enterprise Comm unications Server 66 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Serv er Faxing 619510003-1A Copyright © 2009 ADTRAN, Inc. 67 7F a x i n g This chapter provides information ab out how to send and manage fax docum ents. A fax printer driver is included, which allows you to send a fax directly from whichever application you ar e using. There is also a Fax W izard to help you with fax tra[...]

Sending Faxe s Enterprise Communication s Server 68 Copyright © 2009 ADTRAN, Inc. 619510003-1A Sending Faxes Y ou can send a fax document from another application or using the Faxes menu of the UC client. When a fax document is ready to send, the fax is added to the fax queue. Before you send a fax, you can change the user that you want to send th[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 69 5. In the UC client fax printer dialog box, select one of the following: • Send now —sends the fax now , after having made your fax selections • Save to file —allows you to save the file as a fax to send later 6. If you select Save to file , refer[...]

Sending Faxe s Enterprise Communication s Server 70 Copyright © 2009 ADTRAN, Inc. 619510003-1A 4. If you are prompted, then enter the user name and password for the user from which you want to send the fax, and select OK . 5. If the Server dialog box opens then select UC Server from the list, enable the Save server as default check box, and select[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 71 Sending faxes using the Fa xes me nu in the NetV ant a UC Client From the UC client, to get the Faxes me nu select the Faxes navigation bar . For information about sh aring faxes, refer to Importing a nd Exporting on page 173 . The Faxes menu displays a N[...]

Sending Faxe s Enterprise Communication s Server 72 Copyright © 2009 ADTRAN, Inc. 619510003-1A Y ou can rotate only one page of a fax document, or the entire document. T o view faxes in more detail, you can use the Fax V iewer . For more informa tion about the Fax V iewer , refer to Managing outgoing faxes on page 73 . T o sen d a fax using the Fa[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 73 3. Choose a country cod e from the Country code list. 4. Enable the Use Account Code check box. The administrator must have enabled this option in order for it to be available. 5. T y pe an account code in the text box, and select OK . Sending faxes to a [...]

Sending Faxe s Enterprise Communication s Server 74 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. Right-click the fax document that you want to preview , and select Ope n to display the fax in the Fax Vi e w e r.[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 75 . Use the zoom control icons to zoom in or out of the fax. Use the rotate control icon s to ro tate only one page of a d ocument , or the entire docume nt. Rotate to the left, right, or 180 deg rees. Zoom in Zoom out Rotate single p age Rotate entire docu[...]

Sending Faxe s Enterprise Communication s Server 76 Copyright © 2009 ADTRAN, Inc. 619510003-1A Use the page control icons to scroll through a multiple-page document. T o print a fax document 1. Select the Faxes navigation bar to open the Faxes menu. 2. Select the fax documents folder containing the docume nt that you want to print. The folder ’ [...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 77 T o cop y a fax document 1. Select the Faxes navigation bar to open the Faxes menu. 2. Select the fax documents folder c ontaining the document that you want to copy . The folder ’ s conte nts are listed in the content pane. 3. Right-click the fax docum[...]

Sending Faxe s Enterprise Communication s Server 78 Copyright © 2009 ADTRAN, Inc. 619510003-1A V iewing the fax queue and st atus Select the Queue icon in the navigation pane of th e Fax es menu to view all th e faxes that you have scheduled for transmission. Y ou can view the list of faxes that you have prepared, delete or cancel transmission, su[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 79 T o resch edule transmission of a fax listed in the fax queue 1. Select the Queue folder . Faxes scheduled fo r transmission are listed in the content pane. Y ou can reschedule a fax only if it is in waiting status. 2. Right-click the fax whose transmissi[...]

Sending Faxe s Enterprise Communication s Server 80 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o dele te a fax listed in the fax queue 1. Select the Queue folder . Faxes scheduled for transmission are listed in the content pane. 2. Right-click the fax that yo u want to delete, and select Dele te . 3. Select Y es to confirm the deletion. Using fa[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 81 6. Select Rename . 7. T y pe a new name for the fax cover page. 8. Double-click the new fax cover page to open the Fax Cover Page Editor and make the changes that you want. Customizing fax cover p ages us ing the Fax Cover Page Editor Use the Fax Cover Pa[...]

Sending Faxe s Enterprise Communication s Server 82 Copyright © 2009 ADTRAN, Inc. 619510003-1A toolbar and menu commands. The Menu bar contains the File, Edit, V iew , Inse rt, Format, Layout, and He lp menus. The To o l b a r contains shortcuts to the most frequently used menu items. Hold the po inter over a button to show the tooltips. The T ool[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 83 The recipient information labels that you can insert include: •N a m e •F a x n u m b e r • Company • Street Address • City • State/Province • Zip/Postal Code • Country • Title • Department • Office location • Home telephone nu mbe[...]

Sending Faxe s Enterprise Communication s Server 84 Copyright © 2009 ADTRAN, Inc. 619510003-1A 2. From the submenu, select the label that you want. The label is adde d to the cover page canvas. It appears in a dotted rectangle. A field is inserted next to the label. The word rec ip ie n t’s identifies the field that appears in a second dotted re[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 85 The tools in the T ext and Drawing gr oup allow you to draw shapes and insert text or bitmaps on the canvas. The drawing tools can be selected only from the tool palette. They allow you to select, use shapes, and zoom in on the ca nvas as you work on y ou[...]

Sending Faxe s Enterprise Communication s Server 86 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o cha nge the shape and size of a shape • Select a handle and drag to change th e size or shape of the selected object. For example, you can change the shape of a circle so that it becomes an ellipse by selecting the handle, as indicated, and draggin[...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 87 5. T y pe the text that you want to insert. Choose th e font, size, and style commands on the toolbar to change the text. T o inse rt text in a text box 1. Select the lock selector tool. 2. Select the text tool. 3. Select where you want to insert the text[...]

Sending Faxe s Enterprise Communication s Server 88 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o sp ace two or more object s evenly across/down the canvas 1. Select the objects that you want to space. 2. On the tool palette, select one of t he following: • Space evenly across • Space evenly down The items that you selected are spaced evenly [...]

Enterprise Communication s Server Sending Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 89 5. Use the cover page toolbar to view the cover page. T o renam e a fax cover p age 1. Select the Faxes navigation bar to open the Faxes menu. 2. Select the Cover Pages icon. The fax cover pages are listed in the content pane. 3. Right-click the cover pag[...]

Sending Faxe s Enterprise Communication s Server 90 Copyright © 2009 ADTRAN, Inc. 619510003-1A 4. Select Delete . 5. Select Ye s to confirm the deleti on. T o edit a fax cover p age 1. Select the Faxes navigation bar to open the Faxes menu. 2. Select the Cover Pages icon. The fax cover pages are listed in the content pane. 3. Right-click the cover[...]

Enterprise Communications Server Receiving Faxes 619510003-1A Copyright © 2009 ADTRAN, Inc. 91 3. Select Add to List for each recipient that you specify . 4. Select Next to open the Scheduling dialog box. 5. Specify when you want to send the fax. 6. Select Next to open the Sel ect Cover Page dialog box. 7. Select a cover page to use as your Qu ick[...]

Receiving Faxes E nterpr ise Communications Server 92 Copyright © 2009 ADTRAN, Inc. 619510003-1A Notifying users of an incoming fax on a shared voice and fax identity Personal Business Assistant (PBA) users can have an identity specifically dedica ted to receiving faxes, using a direct-inward-dial (DI D) number , and a custom service that defines [...]

Enterprise Communications Ser ver Creating Distrib ution Lists 619510003-1A Copyright © 2009 ADTRAN, Inc. 93 8 Creating Distribution List s Overview Y ou can use the Distribution Lists menu to manage personal distribution lists. Distribution lists allow you to send voice and fax messages to groups of users using the telephone. For in formation abo[...]

Overview Enterprise Communica tions Server 94 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o cha nge distribution list information 1. From the Personal folder , right-c lick the personal distribution list that you want to change, and select Open . 2. In the General Information section, do either of the following: • T ype a new name in the Name b[...]

Enterprise Communications Ser ver Crea ting Custom Call Answering Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 95 9 Creating Custom Call Answering Services This chapter describes call answering s ervices, managi ng services, and building services using the Service Editor . This chapter covers the following topics: • Overview on page 95 ?[...]

Managing Services Enterprise Communica tions Server 96 Copyright © 2009 ADTRAN, Inc. 619510003-1A • Select the Services navig ation bar to open the Servic es menu. Se rvices are displayed in the content pane. Managing Services Y ou can create a service, and then you can preview , ac tivate, rename, copy , or delete that service. Y ou can create [...]

Enterprise Communications Ser ver Managing Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 97 In addition to services that you create, you also ha ve access to shared services that the Administrator creates and manages. Y ou cannot sa ve changes that yo u make to shared services. Y ou can copy a shared service and assign it to an a uto attende[...]

Managing Services Enterprise Communica tions Server 98 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o renam e a service 1. Right-click the service th at you want to rename. 2. Select Rename . 3. T y pe the new name for the service. 4. Select the icon next to the service name to make the change. T o cop y a service 1. Right-click the service that y[...]

Enterprise Communications Ser ver Managing Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 99 T o create a folder 1. Right-click anywhere in the content pane. 2. Select New > Folder to add a new folder to the list in the content pane. The folder icon denotes the new folder and the defau lt name is “New Folder .” 3. T ype a name for the [...]

Using the Service Editor Ente rprise Communications Server 100 Copyright © 2009 ADTRAN, Inc. 619510003-1A Using the Service Editor T o acc ess the Service Editor From the application: 1. Select the Services navigation bar to open the Services me nu. Services are displayed in the content pane. 2. T o open the Service Editor , righ t-click anywhere [...]

Enterprise Communications Serv er Using th e Service Editor 619510003-1A Copyright © 2009 ADTRAN, Inc. 101 The T ool Palette contains all available elements. It has St andard, Advanced, and Da tabase element tabs. Y ou can dock the T ool P alette to either side of the window . The canvas is the design area. All elements and links are shown here. E[...]

Working with Elements to Build a Service Enterprise Communi cations Server 102 Copyright © 2009 ADTRAN, Inc. 619510003-1A W o rking with Element s to Build a Service T o build a call flow for incoming ca lls, you need to create a service an d then open the Service Editor . T o begin the call flow , drag elements one by one from th e tool palette a[...]

Enterprise Communications Ser ver Work ing with Elements to Build a Service 619510003-1A Copyright © 2009 ADTRAN, Inc. 103 Build a service by adding elements until the call flow is complete. Using and deleting links If you link two elements and then ch ange your mind, you can delete the link and reuse the element in the service. T o dele te a link[...]

Customizing Services using Parameters Enterprise Communica tions Server 104 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o dele te an element from the canvas 1. Select the icon of the element that you want to delete to highlight the element. 2. Select Delete on the toolbar to delete the element from the canvas, or press the Delete key . Creating l[...]

Enterprise Communications Ser ver Validating Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 105 • The Assisted Transfer, Tra nsfer Call, Deliver Mess ages, Notify Pager, and Send Fax elements. • The Send Email element. • The Text To Speech element. • The Compare Data element. • The Create Log En try element. Note that parameters can[...]

Troubleshooting Service s Enterprise Communica tions Server 106 Copyright © 2009 ADTRAN, Inc. 619510003-1A T roubleshooting Services If you are having troub le running services, note that particular issues may be noted in the log files. The following is a list of potential serv ice warnin gs that may be noted in the System Errors and W arning logs[...]

Enterprise Communications Serv er Using El ements to Create Ca ll Answering Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 107 10 Using Element s to Create Call Answering Services This chapter presents information about the individual elements that you use to build a service. This chapter covers the following topics: • Overview on page 107 [...]

Overview Enterprise Communica tions Server 108 Copyright © 2009 ADTRAN, Inc. 619510003-1A The service user context is characterized by an authen tic ation and a user profile (that is accessible from the authentication). How element s affect user context A service is associated with an identit y . When a service start s, the identity is used to loc[...]

Enterprise Communications Serv er Overview 619510003-1A Copyright © 2009 ADTRAN, Inc. 109 greeting, or temporary recording to a caller that encounters the element in a service. The values that are available using the V alue Selector depend on how your service and system are set up. For example, to use database values, a database element must be in[...]

Overview Enterprise Communica tions Server 110 Copyright © 2009 ADTRAN, Inc. 619510003-1A T emp orary recordings can be us ed with a Send Email element, or Add Data and Update Data elements to record audio for form filling appli cations, such as requesting quotes, or answering general customer service questions.[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 111 Using S t andard Element s The standa rd elements tab is shown t o the left. A br ief description is provi ded for each element available. Hang-up element The Hang-up eleme nt terminates the curren t incoming ca ll. If a call is present, this e[...]

Using Standard Elements Enterprise Communica tions Server 112 Copyright © 2009 ADTRAN, Inc. 619510003-1A a specific caller . Once a message ha s played, the call flow follows the “Message played” co nnection. Calls for which there is no customized message follow the “No message for current caller” connection. Enable the St o p when key pre[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 113 Play Greeting type The Greeting type is only enabled if Greetings was selected for the Play mode. Y ou do not need to specif y the mailbox from whic h the greeting is played. Y our system administrator does this. The Play status message mode pr[...]

Using Standard Elements Enterprise Communica tions Server 114 Copyright © 2009 ADTRAN, Inc. 619510003-1A • Enable the Stop when key pressed button to stop the message when the caller presses a key. • Enable the Play entire message button to make sure that the caller lis tens to the message in its entirety. T o record a n announcement for a Pla[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 115 the specified menu action. It retr ieves announcements from the set of announcements that belong to the user profile in the user context. Database values come from a data source element and are not affected directly by user context. If you spec[...]

Using Standard Elements Enterprise Communica tions Server 116 Copyright © 2009 ADTRAN, Inc. 619510003-1A Flow control element The Flow Control element acts as a deci sion tree, and allows for two dif fer ent comparison methods: matching based on phone numbers or on time of day and dat e. The call will be routed to the next element based on a succe[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 117 T o ente r a phone number manually 1. On the Flow Control element in the Compare list, select Phone Numbers . 2. Select the telephone icon to open the En ter Phone Number dialog box. 3. T ype the phone number that you want in the T elephone num[...]

Using Standard Elements Enterprise Communica tions Server 118 Copyright © 2009 ADTRAN, Inc. 619510003-1A V oicemail element The voicemail eleme nt provides basic voicemail service. It plays the mailbox greeting and can take a message from a c aller . If the caller presses the access number for mailbox management, the voicemail element allows mailb[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 119 Y ou do not need to specify the mailbox from which messages are sent. Y our system administrator does this, so that messages for your extension are st ored in your mailbox and delivered from there. T o specify phone numbers for the Deliver Mess[...]

Using Standard Elements Enterprise Communica tions Server 120 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o dele te a t arget phone number from th e list for Deliver Messages 1. Select the telephone nu mber that you want to delete. 2. Select the trash icon. T ransfer Call element The T ransfer Call element transfe rs calls to another number . If [...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 121 Assisted T ransfer element The Assisted T r ansfer element allows a transfer call re cipient to accept or deny a call based on the caller ’ s recorded name. Y ou can enter the telephone number to which you wa nt to transfer calls. Sp ecify th[...]

Using Standard Elements Enterprise Communica tions Server 122 Copyright © 2009 ADTRAN, Inc. 619510003-1A Notify Pager element The Notify Pager element allows you to send a messag e from the UC server to a specified pager number . The message sent can be a numeric message with a n attached caller ID. T o spe cify a p ager number for the Notify Page[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 123 T o spe cify an account code for the Notify Pager el ement 1. Select the telephone icon. 2. In the Enter Phone Numb er box, enable the Use account code check box. 3. T ype an account code in the text box. 4. Select OK . Send Email element Using[...]

Using Standard Elements Enterprise Communica tions Server 124 Copyright © 2009 ADTRAN, Inc. 619510003-1A 2. In the T o email address box, type the email address where you want the notification sent. If you want to enter more than one email address, type them with a semicolon separating each one. T o spe cify a custom notification 1. From the Send [...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 125 Y ou do not need to specify the mailbox from which messages are sent. Y our system Administrator does this. T o specify a fax number for the Send Fax element 1. On the Send Fax elemen t, select the telephone icon. 2. In the Enter phone number t[...]

Using Standard Elements Enterprise Communica tions Server 126 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o sen d faxes in your mailbox using a Sen d Fax element 1. From the Send list, sel ect one of th e following: • Latest Fax in Ma ilbox • All Faxes in Mailbox • All Unre ad Faxes in Mailbox 2. Follow all the steps in To specify a fax num[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 127 Using the Receive Fax Element in a Service When the Receive Fax element is used in a voice service, it's typically plac ed after a Menu element on page 114 . Callers are instructed using a Play Announcement element on page 112 that they c [...]

Using Standard Elements Enterprise Communica tions Server 128 Copyright © 2009 ADTRAN, Inc. 619510003-1A of the service. • You do not need to activate the Receive Fax service. When a fax ca ll comes in, your active service will be initiated. When the UC server hears the fax tone , it automatically stops the regular active service and activates t[...]

Enterprise Communications Ser ver Using Standard Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 129 Some callers might cancel their request. Y ou can add an element to the service to handle such cases and route the call to the next element in the call flow . T o select a fax do cument for a Fax-on-demand element On the Fax-on-demand elemen t,[...]

Using Advanced Elements Enterprise Communica tions Server 130 Copyright © 2009 ADTRAN, Inc. 619510003-1A Using Advanced Element s[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 131 Select the Advanced tab on the tool palette to view the advanced e lemen ts. A brief description is provided for each element that is available. Record Announcement element The Record Announcement element allows callers to record over an exist[...]

Using Advanced Elements Enterprise Communica tions Server 132 Copyright © 2009 ADTRAN, Inc. 619510003-1A This element is useful for audio in formation services that mu st be updated on a daily basis or at regular intervals. A user can update the recorded informatio n remotely when you includ e this element in a service. Y ou can specify where to r[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 133 Recording a greeting T o ena ble callers to change a specifie d extension or user greeting usi ng a remote telephone 1. Enable the Specific button. Select the V alue Selector arrow , select Gr eetings , and select one of the users or [Called E[...]

Using Advanced Elements Enterprise Communica tions Server 134 Copyright © 2009 ADTRAN, Inc. 619510003-1A within a service on page 109 . T o ena ble callers to create a tempora ry recording using a remote telep hone 1. Enable the Specific button. 2. Select the V alue Sele ctor arrow , select T emporary Recordings , and select the temporary recordin[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 135 T o set T ak e Message specifications Enable any of the fo llowing check boxes: • S top when key pressed —callers proceed to the next element after they press a key • Beep before r ecording • Review message menu T ake Message element T[...]

Using Advanced Elements Enterprise Communica tions Server 136 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o set T ak e Message specifications Enable any of the fo llowing check boxes: • S top when key pressed —callers proceed to the next element after they press a key • Beep before r ecording • Review message menu Advanced Menu element Th[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 137 T o remov e a selection key from a menu Select the trashcan icon to the left of the key that you want to delete. Manage Mailbox element The Manage Ma ilbox elemen t allows callers to retrieve messages remo tely over the telephone. Called Exten[...]

Using Advanced Elements Enterprise Communica tions Server 138 Copyright © 2009 ADTRAN, Inc. 619510003-1A For added security , you might want to put a V e rify Password element before this element. V erify Password element The V e rify Password element enables the service to request a numeric pa ssword from a caller , and verifies that a given pass[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 139 Loop Counter element The Loop Counter element allows yo u to limit the number of times the call flow makes a connection. This element af fects only call flow control. Caller s do not hear anything or perform an action. In the Repeat up to text[...]

Using Advanced Elements Enterprise Communica tions Server 140 Copyright © 2009 ADTRAN, Inc. 619510003-1A If too few digits are gathered or the time limit for entering digits is exceeded, th en the caller moves to the element connected to the Otherwise connector pin. The Gather Digits element works with the Compare Data element. The Gather Digits e[...]

Enterprise Communication s Server Using Advanced Elem ents 619510003-1A Copyright © 2009 ADTRAN, Inc. 141 Then the followi ng results occur: • If the Compare to value is less than 5, then the first connector is taken. • If the Compare to value is greater than 10, then the second connector is taken. • If the Compare to value is between 5 and [...]

Using Advanced Elements Enterprise Communica tions Server 142 Copyright © 2009 ADTRAN, Inc. 619510003-1A Applications for the Execute Prog ram element include the following: • Integrate with an electronic control s ystem, for exampl e, door controls, alarm systems, or climate control systems, to retrieve information or to invoke changes to the s[...]

Enterprise Communications Serv er Using Announcements in Call Answering Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 143 1 1 Using Announcement s in Call Answering Services This chapter provides information ab out how to select prerecorded announ cements for your extension. It also explains how to record person aliz ed announcements usin g [...]

Using Prerecorded Ann ouncements Enterprise Communica tions Server 144 Copyright © 2009 ADTRAN, Inc. 619510003-1A Some of the elements that you use to build services include a Browse butto n that allows you to select an announcement to be play ed at that point in the call flow . Before selecting the announcements you want to play while the serv ic[...]

Enterprise Communications Ser ver Recording Announcements 619510003-1A Copyright © 2009 ADTRAN, Inc. 145 3. Select a Play Announcement element and then drag it to the canvas. 4. Select Br owse to open the Play Announ cement dialog bo x, which displays a list of yo ur announcement folders. 5. Double-click the prerecorded an nouncement folder that y[...]

Recording Announcements Enterp rise Communications Server 146 Copyright © 2009 ADTRAN, Inc. 619510003-1A The Vi e w i n g p a n e contains a waveform representation of your announcement. As you play an announcement using the audio comm ands, the vertic al announcement Marker moves across the viewing pane from left to right so that you can identify[...]

Enterprise Communications Ser ver Recording Announcements 619510003-1A Copyright © 2009 ADTRAN, Inc. 147 5. In the Insert new audio box, select at the beginning . Select record and then re cord your messag e. If you are using your telephone, wait for the beep before you begin to record. 6. As you record, th e clock runs and the red record button t[...]

Recording Announcements Enterp rise Communications Server 148 Copyright © 2009 ADTRAN, Inc. 619510003-1A View and select commands Use the view and select commands to select a portion of the audio. The view commands allow you to zoom in and out when y ou view the waveform so that your selection is as accurate as possible. The select commands allow [...]

Enterprise Communications Ser ver Recording Announcements 619510003-1A Copyright © 2009 ADTRAN, Inc. 149 T o dele te p art of an announcement 1. Select the announcements folder that contains the announcement part you want to delete. The announcements contained in the folder are listed in the content pane. 2. Double-click the announcemen t that con[...]

Recording Announcements Enterp rise Communications Server 150 Copyright © 2009 ADTRAN, Inc. 619510003-1A 7. Select the waveform where you want to begin deleting and drag to select the portion of the announcement that you want to delete. If you do not select part of the waveform, the ch anges that you make af fect the entire waveform. 8. Select pla[...]

Enterprise Communications Ser ver Recording Announcements 619510003-1A Copyright © 2009 ADTRAN, Inc. 151 T o add to an announcement 1. Select the announcement folder that contains the announcement that you want to add to. The announcements contained in the folder are listed in the content pane. 2. Double-click the announcemen t that you want to ad[...]

Recording Announcements Enterp rise Communications Server 152 Copyright © 2009 ADTRAN, Inc. 619510003-1A 10. As you record, th e clock runs and the red record button turns grey . 1 1. Select stop when you are finished. 12. Select play to review the announcement. 13. Select OK to keep the announcement. 14. Select File > Update . T o cha nge the [...]

Enterprise Communications Ser ver Managing Announcements 619510003-1A Copyright © 2009 ADTRAN, Inc. 153 Managing Announcement s Y ou can organize announcements more ef ficiently by creating folders for them. T o create a folder for announcement s 1. Right-click anywhere in the content pane. 2. Select New > Folder . A new folder is added to the [...]

Managing Announcements Enterp rise Communications Server 154 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. Select Rename . T ype a new name for the announcement and then select its icon to make the change.[...]

Enterprise Communications Serv er Using Databases in Call Answering Services 619510003-1A Copyright © 2009 ADTRAN, Inc. 155 12 Using Dat abases in Call Answering Services This chapter introduces User Data Sources and how to manage them, how to use access database information using database elements in call an swering services, and incl udes the fo[...]

Managing Data Sources Enterprise Communicatio ns Server 156 Copyright © 2009 ADTRAN, Inc. 619510003-1A Data tables allow you to acces s, change, and delete in formation on the computer or over the telephone. For example, a real estate agent can use a data table to in clude information, such as an address or price, for each property that the agent [...]

Enterprise Communications Serv er Managing Data Sources 619510003-1A Copyright © 2009 ADTRAN, Inc. 157 3. Select the column in which you want t o add information. 4. T y pe the information that you want to add. 5. Select anywhere outside the column to deselect it. 6. Repeat steps 3 to 5 until all the in formation is added for the data row . T o ch[...]

Managing Data Sources Enterprise Communicatio ns Server 158 Copyright © 2009 ADTRAN, Inc. 619510003-1A Dat a T ype Definitions Dat a T ype V alue Examples T ext A string of characters 123 Maple Av enue Number A number wi th optional sign, decimal places, and comma s 160,000.0 0 Logical A string whose value can be only true , false , 1 or 0 . The n[...]

Enterprise Communications Serv er Accessing Data using Database Service Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 159 Accessing Dat a using Dat abase Service Element s Using database integration, you can set up services that allow callers to access current information. Also, the service creator can call in to a service to change in forma[...]

Accessing Data us ing Database Servic e Elements Enterprise Comm unications Server 160 Copyright © 2009 ADTRAN, Inc. 619510003-1A element that is included in the service. The values that are available depend on the data source that you choose; the other elements included in the call flow , for example, a Gather Digits element; and the values that [...]

Enterprise Communications Serv er Accessing Data using Database Service Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 161 7. Select a sort mode, and enable Descending if you wi sh the results to be sorted in a descending order . When you choose a System V alue in an element of a service, the information is taken from the current call and fro[...]

Accessing Data us ing Database Servic e Elements Enterprise Comm unications Server 162 Copyright © 2009 ADTRAN, Inc. 619510003-1A Caller-Id Local Number A UC server T ext V alue cont aining the local number without the area co de and country code. 5999698 Called-Id A UC server T ext V alue r epresenting the called party . T ypically , it is the fo[...]

Enterprise Communications Serv er Using Database Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 163 Using Dat abase Element s Database elements rely on databa se integration to provide data to callers during a servi ce. Database integration allows services to be dynamic and data driven. The Database elements tab is shown above. A brief desc r[...]

Using Database Elemen ts Enterprise Communi cations Server 164 Copyright © 2009 ADTRAN, Inc. 619510003-1A Fetch Dat a element The Fetch Data element allows you to specify a data source using the Data Source Selector , and query the data source so that the UC server fetches the data tha t you want. Use a second Fetch Data element to further filter [...]

Enterprise Communications Serv er Using Database Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 165 value is determined by the data source, and yo u should not make any assumptions about the order . For example, assume that you have a data source with a Date field, and that each row in the data source has a unique date value. If the data sour[...]

Using Database Elemen ts Enterprise Communi cations Server 166 Copyright © 2009 ADTRAN, Inc. 619510003-1A specify Allow numbers, numeric characte rs are also included in the search. Dialing for Dat a result s • If the Dial for Data element fetc hes one row, the call exits from the On e row fetched connec tor pin. • If the Dial for Data element[...]

Enterprise Communications Serv er Using Database Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 167 For example, assume that you have a data source with a Date field, and that each row in the data source has a unique date value. If the data source defines a sort order based on this Date field and descending order , then any Dial for Data elem[...]

Using Database Elemen ts Enterprise Communi cations Server 168 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o spe cify a source and fields for th e Add Dat a element 1. Select a data source from the Sour ce list. 2. Select the Add button to add a Field Assignment t o the list. 3. Select the Field column to obtain a drop-down l ist of fields in the[...]

Enterprise Communications Serv er Using Database Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 169 Up date Data element The Update Data ele ment a llows callers to update the data in a specified data source. The Record Announcement eleme nt can be used to record tempora r y recordings, which can be used with the Update Data element as a form[...]

Using Database Elemen ts Enterprise Communi cations Server 170 Copyright © 2009 ADTRAN, Inc. 619510003-1A Move Current Row element When using the Fetch Data element on page 164 or Dial for Data element on page 165 , a set of rows are fetched from the database. The Move Curr ent Row element moves the curre nt row in a se t of rows fetched. The curr[...]

Enterprise Communications Serv er Using Database Elements 619510003-1A Copyright © 2009 ADTRAN, Inc. 171 • The fourth element is the Move current row elemen t, which moves the current row to the next row. • If there is another row , the service loops back to the TTS element, which now uses t he value from this row . • If no more rows are ava[...]

Using Database Elemen ts Enterprise Communi cations Server 172 Copyright © 2009 ADTRAN, Inc. 619510003-1A repeated. If this occurs three times, or if an internal error occurs, then the element exits through the Otherwise connector pin. Prompting callers when more than one row is returned If the Source element has more than one row , using T e xt t[...]

Enterprise Communications Serv er Importing and Exporting 619510003-1A Copyright © 2009 ADTRAN, Inc. 173 13 Importing and Exporting This chapter explains how to use the Impor t/Export W izard and covers the following topics: • Overview on page 173 • Starting the Import/Export W izard on page 17 3 • Importing and Exportin g Items on page 173 [...]

Importing and Exporting Items En terprise Communi cations Server 174 Copyright © 2009 ADTRAN, Inc. 619510003-1A 6. If you want to change the destination of an item, select the item and then select the Change destination button. 7. Select Next to transfer the items. 8. Select Next when the wizard is done. 9. Select Finish . T o exp ort an item 1. I[...]

Enterprise Communications Serv er Setting Options 619510003-1A Copyright © 2009 ADTRAN, Inc. 175 14 Setting Options This chapter explains how to set various optio ns. Options fall under th e following categories: • Setting General Op tions on page 175 • Setting Messag e Delivery Options on page 176 • Customizing yo ur Mailbox on page 178 •[...]

Setting Message Delivery Options En terprise Communi cations Server 176 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. In the T ime zone section, select the Time zone list. 4. From the T ime zone list, select the time zone that you want. T o change your message waiting light behavior 1. Select T ools > Options . 2. In the General tab, select one[...]

Enterprise Communications Ser ver Setting Message Delivery Options 619510003-1A Copyright © 2009 ADTRAN, Inc. 177 security . A caller who does not have an acco unt code cannot access specified information. Y ou can use account codes to a llow lo ng distance dialing, in which the telephone company applies the long distance charges to your account c[...]

Customizing your Mailbox Enterprise Comm unications Server 178 Copyright © 2009 ADTRAN, Inc. 619510003-1A Customizing your Mailbox Mailbox options allow you to customize y our mailbox. Mailbox options include: • Changing the amount of informa tion played about your messages • Changing the type of messages played and the order in which they are[...]

Enterprise Communications Serv er Customizing your Mailbox 619510003-1A Copyright © 2009 ADTRAN, Inc. 179 T o cha nge message sorting options 1. Select T ools > Options . 2. Select the Mailbox tab. 3. In the Mailbox message sorting section, choose one of th e following option s: • Listen to all messages in the order they were received • Lis[...]

Setting Integrated Messaging Options Enterp rise Communications Server 180 Copyright © 2009 ADTRAN, Inc. 619510003-1A 3. Enable the Password verification check box to turn Passwo rd verification on. T o turn password verification off, disable the check box. 4. Select OK . Setting Integrated Messaging Options Local message store users can specify d[...]

Enterprise Communications Ser ver Compressing Voice Messages 619510003-1A Copyright © 2009 ADTRAN, Inc. 181 T o cha nge the IMAP user p assword 1. Select T ools > Options . 2. Select the External Systems tab. 3. In the IMAP mailb ox management section, select the Password button. 4. In the Password box, type the new password. 5. In the Re-enter[...]

Compressing Vo ice Messages Enterprise Comm unications Server 182 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Serv er Troubleshooting 619510003-1A Copyright © 2009 ADTRAN, Inc. 183 15 T roubleshooting Overview Y ou can use UC server logs to review call s, events, system errors or warnings. Y ou can config ure the UC server to au tomatically generate diag nostic information in th e event of errors or problems. Y ou can also config[...]

Troubleshooting the NetVanta UC Serve r Enterprise Communicatio ns Server 184 Copyright © 2009 ADTRAN, Inc. 619510003-1A T roubleshooting the NetV ant a UC Server ADTRAN has observed that third-party firewall and antiv irus products can cause problems with the proper operation of the UC server. Symptoms • UC server services keep shutting down wi[...]

Enterprise Communications Ser ver Using the NetVanta UC Server Logs 619510003-1A Copyright © 2009 ADTRAN, Inc. 185 Solution B: Uninst all the third-p a rty antivirus or firewall software 1. Uninstall the third-party antivirus or firewall soft ware. 2. Shutdown the UC server and restart. Solution C: Uninst all all sof tware and reinstall W ipe clea[...]

Using the NetVanta UC Server Logs Enterprise Comm unications Server 186 Copyright © 2009 ADTRAN, Inc. 619510003-1A that occur with your call answering. The Sent Items log tracks information on ou tgoing faxes and events related to the use of the Notify Pager and Deliver Messages elements. De tails for each deliver y or dispatch attempt are recorde[...]

Enterprise Communications Ser ver Using the NetVanta UC Server Logs 619510003-1A Copyright © 2009 ADTRAN, Inc. 187 T o create a custom alert definition when the NetV ant a UC Server is not inst alled on the SBS 2008 system 1. Refer to www .msdn.microsof t.com/en-us/library/cc721719.aspx for details on how to create a custom alert. 2. Specify the f[...]

Using the NetVanta UC Server Logs Enterprise Comm unications Server 188 Copyright © 2009 ADTRAN, Inc. 619510003-1A Managing logs T o get the Log s menu, select the Logs navi gation bar . Y ou can retrieve and view , remove, and archive logs. Y ou can rename and delete log archives, and e xport a call log using the Import-Exp ort wizard. T o retrie[...]

Enterprise Communications Ser ver Using the NetVanta UC Server Logs 619510003-1A Copyright © 2009 ADTRAN, Inc. 189 3. Select one of the following : • Everything • Entries created befor e today • Entries created before the begi nning of the month • Entries created before a specific date 4. If you enabled Entries created before a specific da[...]

Using the NetVanta UC Server Logs Enterprise Comm unications Server 190 Copyright © 2009 ADTRAN, Inc. 619510003-1A T o dele te a log archive 1. Select the archive that you want to delete. 2. Select Edit > Delete . 3. Select Ye s to confirm the deleti on. T o exp ort a call log using the Imp ort-Export wizard 1. Select File > Import-Export W [...]

Enterprise Communications Serv er Accessing Documentation and Tra ining 619510003-1A Copyright © 2009 ADTRAN, Inc. 191 Accessing Document ation and T raining If you want more information than what is available in this manual or in the onl ine help, then go to the ADTRAN website at http://kb.adtran.com . Here yo u will find traini ng ma terials, an[...]

Accessing Techni cal Support Enterprise Communi cations Server 192 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Ser ver Appendix A - Glossary 619510003-1A Copyright © 2009 ADTRAN, Inc. 193 Appendix A - Glossary Account Codes An account code is a specified set of digits that th e caller must enter after completing t he dialing pattern. Account codes represent an accounting category , for exam ple, expenditures, revenues, or salaries[...]

Appendix A - Glossary En terprise Communicatio ns Server 194 Copyright © 2009 ADTRAN, Inc. 619510003-1A DTMF Dual tone multi-frequen cy tones are also know n as touchtone dialing. Fax-on-demand Fax-on-demand allows callers to dial in and retrie ve a fax docu ment completely un attended. The caller follows instructions to select the desired documen[...]

Enterprise Communications Ser ver Appendix A - Glossary 619510003-1A Copyright © 2009 ADTRAN, Inc. 195 Remote mailbox management Remote mailbox management allows users to access th eir mailbox from an external, or remote, telephone. SIP Session Initiation Protocol is a signaling protocol th at establishes sessions in an IP network for features suc[...]

Appendix A - Glossary En terprise Communicatio ns Server 196 Copyright © 2009 ADTRAN, Inc. 619510003-1A[...]

Enterprise Communications Server Appendix B - Insta lling the NetVanta UC Client Application 619510003-1A Copyright © 2009 ADTRAN, Inc. 197 Appendix B - Inst alling the NetV ant a UC Client Application T o inst all the application 1. Insert the NetV anta UC Client CD-ROM into the CD-ROM drive of the user ’ s computer . 2. On the desktop, select [...]