[Standard - Nortel Networks Confidential]
Version MCP1.1 FP1 (02.02)
Part No. NN10039-112
April 2003
SIP Personal Agent User
Guide
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iii
Nortel Networks Inc. software license agreement
This Software License Agreement (“License Agreement”) is between you, the end-user (“Customer”) and Nortel
Networks Corporation and its subsidiaries and affiliates (“Nortel Networks”). PLEASE READ THE FOLLOWING
CAREFULLY. YOU MUST ACCEPT THESE LICENSE TERMS IN ORDER TO DOWNLOAD AND/OR USE THE
SOFTWARE. USE OF THE SOFTWARE CONSTITUTES YOUR ACCEPTANCE OF THIS LICENSE
AGREEMENT. If you do not accept these terms and conditions, return the Software, unused and in the original shipping
container, within 30 days of purchase to obtain a credit for the full purchase price.
“Software” is owned or licensed by Nortel Networks, its parent or one of its subsidiaries or affiliates, and is copyrighted
and licensed, not sold. Software consists of machine-readable instructions, its components, data, audio-visual content
(such as images, text, recordings or pictures) and related licensed materials including all whole or partial copies. Nortel
Networks grants you a license to use the Software only in the country where you acquired the Software. You obtain no
rights other than those granted to you under this License Agreement. You are responsible for the selection of the
Software and for the installation of, use of, and results obtained from the Software.
1. Licensed Use of Software. Nortel Networks grants Customer a nonexclusive license to use a copy of the Software
on only one machine at any one time or to the extent of the activation or authorized usage level, whichever is applicable.
To the extent Software is furnished for use with designated hardware or Customer furnished equipment (“CFE”),
Customer is granted a nonexclusive license to use Software only on such hardware or CFE, as applicable. Software
contains trade secrets and Customer agrees to treat Software as confidential information using the same care and
discretion Customer uses with its own similar information that it does not wish to disclose, publish or disseminate.
Customer will ensure that anyone who uses the Software does so only in compliance with the terms of this Agreement.
Customer shall not a) use, copy, modify, transfer or distribute the Software except as expressly authorized; b) reverse
assemble, reverse compile, reverse engineer or otherwise translate the Software; c) create derivative works or
modifications unless expressly authorized; or d) sublicense, rent or lease the Software. Licensors of intellectual property
to Nortel Networks are beneficiaries of this provision. Upon termination or breach of the license by Customer or in the
event designated hardware or CFE is no longer in use, Customer will promptly return the Software to Nortel Networks
or certify its destruction. Nortel Networks may audit by remote polling or other reasonable means to determine
Customer’s Software activation or usage levels. If suppliers of third party software included in Software require Nortel
Networks to include additional or different terms, Customer agrees to abide by such terms provided by Nortel Networks
with respect to such third party software.
2. Warranty. Except as may be otherwise expressly agreed to in writing between Nortel Networks and Customer,
Software is provided “AS IS” without any warranties (conditions) of any kind. NORTEL NETWORKS DISCLAIMS
ALL WARRANTIES (CONDITIONS) FOR THE SOFTWARE, EITHER EXPRESS OR IMPLIED, INCLUDING,
BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE AND ANY WARRANTY OF NON-INFRINGEMENT. Nortel Networks is not obligated to
provide support of any kind for the Software. Some jurisdictions do not allow exclusion of implied warranties, and, in
such event, the above exclusions may not apply.
3. Limitation of Remedies. IN NO EVENT SHALL NORTEL NETWORKS OR ITS AGENTS OR SUPPLIERS BE
LIABLE FOR ANY OF THE FOLLOWING: a) DAMAGES BASED ON ANY THIRD PARTY CLAIM; b) LOSS OF,
OR DAMAGE TO, CUSTOMER’S RECORDS, FILES OR DATA; OR c) DIRECT, INDIRECT, SPECIAL,
INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS OR SAVINGS),
WHETHER IN CONTRACT, TORT OR OTHERWISE (INCLUDING NEGLIGENCE) ARISING OUT OF YOUR
USE OF THE SOFTWARE, EVEN IF NORTEL NETWORKS, ITS AGENTS OR SUPPLIERS HAVE BEEN
ADVISED OF THEIR POSSIBILITY. The forgoing limitations of remedies also apply to any developer and/or supplier
of the Software. Such developer and/or supplier is an intended beneficiary of this Section. Some jurisdictions do not
allow these limitations or exclusions and, in such event, they may not apply.
4. General
a. If Customer is the United States Government, the following paragraph shall apply: All Nortel Networks
Software available under this License Agreement is commercial computer software and commercial computer
software documentation and, in the event Software is licensed for or on behalf of the United States
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Government, the respective rights to the software and software documentation are governed by Nortel
Networks standard commercial license in accordance with U.S. Federal Regulations at 48 C.F.R. Sections
12.212 (for non-DoD entities) and 48 C.F.R. 227.7202 (for DoD entities).
b. Customer may terminate the license at any time. Nortel Networks may terminate the license if Customer fails to
comply with the terms and conditions of this license. In either event, upon termination, Customer must either
return the Software to Nortel Networks or certify its destruction.
c. Customer is responsible for payment of any taxes, including personal property taxes, resulting from Customer’s
use of the Software. Customer agrees to comply with all applicable laws including all applicable export and
import laws and regulations.
d. Neither party may bring an action, regardless of form, more than two years after the cause of the action arose.
e. The terms and conditions of this License Agreement form the complete and exclusive agreement between
Customer and Nortel Networks.
f. This License Agreement is governed by the laws of the country in which Customer acquires the Software. If the
Software is acquired in the United States, then this License Agreement is governed by the laws of the state of
New York.
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Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Minimum hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Accessing the SIP Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Logging in to the SIP Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Understanding the Directories screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Navigating the Directories screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Exiting the SIP Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Working with Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Setting up your address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Adding groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding an entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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vi Contents
Deleting an entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating and viewing your list of buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Searching for a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the Settings screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Modifying your personal information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Creating a subject list for your i2004 calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating a new subject . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Changing the order of the list of subjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Specifying reject Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Changing the order of the list of reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Checking i2004 Internet Telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Managing your preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Viewing and modifying your service package . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Navigating the Call Manager Home screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Understanding Call Manager terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
What is screening? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Blocking anonymous calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting up advanced screening and routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using the Current Rules window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Understanding simultaneous and sequential ring lists . . . . . . . . . . . . . . . . . . . . . . 41
Simultaneous ringing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
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Sequential ringing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a new rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating a ring list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Sending an email request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Deleting a route list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Creating a new screening rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Changing the priority of Current Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Deleting a rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
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viii Contents
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Tables
Table 1
Table 2
Table 3
Table 4
Table 5
SIP Personal Agent services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Description of personal settings fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Call Manager list of terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Default options for incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Block anonymous call options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
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xi
Welcome
The SIP Personal Agent User Guide is intended only to provide you with the
instructions you need to get up and running with this product. This guide
describes the SIP Personal Agent, a feature-rich online user interface IP telephony
solution. Using the SIP Personal Agent, you can easily enroll for services. You
can also manage and configure services to your personal preferences from any
location with no software download.
Topics include:
•
•
•
•
Getting started
Working with Directories
Managing your Personal Information
Using Call Manager
Audience
This guide is intended for subscribers of the SIP Personal Agent services and
features.
Text conventions
This guide uses the following text conventions:
bold text
indicates the command key or link you need to press or
click.
Examples: Press Ok, Click Help
italic text
Indicates new terms, document titles.
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xii Welcome
Acronyms
This guide uses the following acronyms:
ERC
IP
express routing code
Internet Protocol
PA
Personal Agent
PNG
SIP
URL
portable network graphic
Session Initiation Protocol
universal resource locator (internet address)
Related publications
Other related publications related to the SIP Personal Agent:
•
•
•
SIP Multimedia Web Client User Guide (Part No. NN10040-112)
SIP Multimedia PC Client User Guide (Part No. NN10041-112)
i2004 Internet Telephone User Guide (Part No. NN10042-113)
How to get help
If you purchased a service contract for your Nortel Networks product from a
distributor or authorized reseller, contact the technical support staff for that
distributor or reseller for assistance.
If you purchased a Nortel Networks service program, contact Nortel Networks
Technical Support. To obtain contact information online, go to the
www.nortelnetworks.com/cgi-bin/comments/comments.cgi URL, then click on
Technical Support.
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Welcome xiii
From the Technical Support page, you can open a Customer Service Request
online or find the telephone number for the nearest Technical Solutions Center.
If you are not connected to the Internet, you can call 1-800-4NORTEL
(1-800-466-7835) to learn the telephone number for the nearest Technical
Solutions Center.
An Express Routing Code (ERC) is available for many Nortel Networks products
and services. When you use an ERC, your call is routed to a technical support
person who specializes in supporting that product or service. To locate an ERC for
your product or service, go to the http://www.nortelnetworks.com/help/contact/
erc/index.html URL.
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1
Chapter 1
Getting started with the SIP Personal Agent
This section describes how to get started with the The SIP (Session Initiation
Protocol) Personal Agent.
Topics include:
•
•
•
•
•
•
•
•
“What is the SIP Personal Agent?” on page 1
“SIP Personal Agent services and features” on page 2
“Before you begin” on page 2
“Accessing the SIP Personal Agent” on page 4
“Logging in to the SIP Personal Agent” on page 5
“Understanding the Directories screen” on page 6
“Exiting the SIP Personal Agent” on page 8
“Using the online Help” on page 8
What is the SIP Personal Agent?
The SIP (Session Initiation Protocol) Personal Agent is a powerful tool that allows
you to more effectively manage your services and communication preferences on
your system. The SIP Personal Agent is your own communications concierge,
ensuring that your calls are delivered wherever you would like.
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2
SIP Personal Agent services and features
The SIP Personal Agent allows you to set your personal preferences, store a
picture available network-wide, sign up for multimedia services, and manage your
system password. In addition, the SIP Personal Agent solves the problem of
having a different contact number for your office phone, home phone, mobile
phone, and other communications devices. Using the SIP Personal Agent, you can
direct incoming calls to ring all of these devices at the same time, or in a sequence.
SIP Personal Agent features include:
•
•
•
Settings - to view and customize settings for Personal, Picture, Subjects,
Reasons, i2004, and Preferences
Call Manager - to define how incoming calls will be treated with Try to find
me, Send to voice mail, Reject, and Block anonymous
Directories - to manage, track, and maintain key contact information in your
Address book, Groups, Buddies, BanList, and Users
Before you begin
You need the following items to start using the SIP Personal Agent:
•
SIP Personal Agent address (a URL provided by your system administrator)
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•
•
User name and password for login (provided by your system administrator)
PC configured with the required minimum software and hardware, as
described below
•
Internet access and a connection that meets the minimum transmission speed
requirements, as described below
Minimum hardware and software requirements
•
•
200MHz Pentium class or equivalent processor
No additional free RAM is required. (The minimum memory requirements of
your browser must be met. See your browser documentation for more
information.)
•
No additional hard drive space is required. (Local caching of web pages is
performed by your web browser. See your browser documentation for
information on the minimum disk space requirements.)
•
•
•
Mouse (optional)
640x480 @8bpp (256 colors) VGA graphics card
Microsoft* Windows* 98 Second Edition (SE), Microsoft Windows
Millennium Edition (Me), Microsoft Windows 2000, Microsoft XP, or
Microsoft Windows NT* 4.0 with Service Pack 5 (SP5)
•
•
•
28.8Kbps modem
Netscape* Communicator 4.77 or Internet Explorer 5.0
Cookies and javascript enabled
Recommended hardware and software requirements
•
•
300MHz (or higher) Pentium class or equivalent processor
No additional free RAM is required. (The minimum memory requirements of
your browser must be met. See your browser documentation for more
information.)
•
No additional hard drive space is required. (Local caching of web pages is
performed by your web browser. See your browser documentation for more
information on the minimum disk space requirements.)
•
•
Mouse (required)
800x600 or higher @16bpp (65,536 colors) VGA or better video graphics
card
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•
•
Microsoft Windows 98 Second Edition (SE), Microsoft Windows 2000,
Microsoft XP, or Microsoft Windows NT 4.0 with Service Pack 5 (SP5)
56Kbps modem or other high speed connection (For example, cable modem,
DSL modem, 10baseT ethernet, and so forth)
•
•
Netscape Communicator 4.77 or greater, or Internet Explorer 5.0 or greater
Cookies and javascript enabled
Accessing the SIP Personal Agent
To access the SIP Personal Agent
1
2
Start your Web browser.
From your Web browser, enter the URL for the SIP Personal Agent in the
address box at the top of the screen.
3
Press Enter. The Personal Agent Login screen appears.
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Chapter 1 Getting started with the SIP Personal Agent
5
Logging in to the SIP Personal Agent
Before performing any of the functions available in the SIP Personal Agent, you
must first login.
Tip: Keep in mind that you can timeout due to inactivity.
To login to the SIP Personal Agent
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Chapter 1 Getting started with the SIP Personal Agent
6
1
2
From the SIP Personal Agent Login screen, enter your user name, domain
name (for example: [email protected]), and password.
Click Submit. Once you are successfully registered with SIP Personal Agent
and logged in, the SIP Personal Agent Directories screen displays.
The following picture shows the SIP Personal Agent Directories Screen.
Understanding the Directories screen
The Directories screen is always your starting point for all the services and
features of the SIP Personal Agent. It is the one location that provides access to
everything else. This screen is your working area for your
•
•
•
•
Address Book - area where your personal contacts are listed
Groups - category where people in your address book belong
Buddies - personalized contact list of registered users in your network
BanList - people that you do not want to allow to see your Presence on the
network
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Chapter 1 Getting started with the SIP Personal Agent
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•
•
Users - who are searching for people that belong to the same top-level domain
as you
Help - area that gives you descriptions and details
Navigating the Directories screen
The Directories screen provides the interface to the services and features as
described in the following table:
Table 1 SIP Personal Agent services
Service/Feature
Description
Manage your account and personal information.
•
•
•
Enter or change your personal information.
Upload or update a picture.
Create, modify, or delete call subjects and your
reject reason for your i2004 Internet Telephone.
•
•
Change i2004 Internet Telephone information.
View the service package provided by your
service provider.
Define how you want to manage your incoming
calls by specifying your routing and screening of
calls.
Create, view, and manage your network-based
address book, list of buddies, and ban list from
your browser.
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Chapter 1 Getting started with the SIP Personal Agent
Table 1 SIP Personal Agent services
Service/Feature
Description
The SIP Multimedia Web Client is an optional client
that could be utilized for making calls.
Refer to the SIP Multimedia Web Client User Guide
for additional requirements.
Logout of the SIP Personal Agent.
Exiting the SIP Personal Agent
To exit the SIP Personal Agent click Log Out.
Using the online Help
There are several ways that you can access SIP Personal Agent help:
•
online help - from any screen, click the Help tab to view a task-based help
system. The online help provides:
— help pages containing forward and backward navigation icons
— procedures that help you use the SIP Personal Agent
— hypertext links to all topics
— a Table of Contents with hypertext links
— an Index with hypertext links
•
question mark help. Click the question mark icon to display a description and
possible values for parameter fields on a form.
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9
Chapter 2
Working with Directories
The first screen you will see after logging in to the SIP Personal Agent is the
Directories screen.
Topics in this section:
•
•
•
•
•
•
•
•
“Setting up your address book” on page 10
“Adding groups” on page 11
“Adding an entry” on page 12
“Deleting an entry” on page 14
“Modifying address book entries” on page 14
“Creating and viewing your list of buddies” on page 15
“Using the ban list” on page 16
“Searching for a contact” on page 17.
Tip: You can also access the Directories screen by selecting the
Directories icon found on the left side of any screen.
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10 Chapter 2 Working with Directories
Setting up your address book
Your network-based address book is a dynamic list of information. The Address
Book option that you access from the Directories screen lists the nickname, first
name, and last name of an entry in your address book. You can also define a group
for an address book entry to belong to. Anytime you add an entry or make a
change to an entry, your network-based address book is automatically updated.
Note: The network-based address book is also available in the SIP
Multimedia Web Client, the SIP Multimedia PC Client, and on the i2004
Internet Telephone. Any additions or changes that you make to your
address book are kept current and shared across these applications and
devices.
The following picture shows the Address Book screen.
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Chapter 2 Working with Directories 11
Adding groups
Before you begin adding entries in to your address book, you will want to create a
group for the entry to belong to.
To set up a group
1
2
Click the Groups tab. The Add Groups screen appears.
To add a group, click Add Groups.
The Groups in your Address Book screen appears.
3
4
Enter the name of the Group. For example, you can group all the members of
your family into a group called Family, or Home.
Click AddGroup. The message “Group Added Successfully” appears at the
top of the Groups screen. The new entry is listed under “Groups in your
Address Book.”
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5
Click AddGroups to add more groups or click Address Book from the
Directories screen to add an entry to a Group, and assign groups in your
network-based address book.
Adding an entry
To add a new entry in your network-based address book
1
2
Click Address Book from the Directories screen.
Click Add Entry.
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The Address Book entry screen appears.
3
4
5
Enter a Nick Name (required field) for the person.
Enter the Contact information (phone numbers, addresses) for the person.
Select a Group from the pull-down list. (This is the list of groups that you
previously added.) If you do not select a group for this person to belong to, the
person will still appear in your address book.
6
In the Primary Contact field (required field), it is recommended that you enter
the SIP address of the contact (a requirement for the list of Buddies). If you do
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not enter a SIP address then you will not receive any online Presence
information for that user.
7
Select the default Yes from the drop-down list next to the Buddy field on the
Address Book entry screen to add a buddy to your list. Select No if you do not
want this person to be listed on your list of buddies.
8
9
Enter text in the Notes field about the contact. This information displays in
the SIP Personal Agent and in the SIP Multimedia PC Client.
Click Save to keep entries.
Tip: If you do not want to save the new entry you just created, click
Cancel to go back to the Directories screen.
Deleting an entry
To delete an entry in your network-based address book
1
2
Click Address Book from the Directories screen.
Click the Delete link for the address book entry you wish to delete. The entry
is deleted from your network-based address book that is dynamically
synchronized with the SIP Web Client, the SIP Multimedia PC Client, and the
i2004 Internet Telephone.
Modifying address book entries
To modify an address book entry
1
2
3
From your address book, click the Nick Name entry.
Enter your changes on the Address Book entry screen.
Click Submit.
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Creating and viewing your list of buddies
The SIP Personal Agent allows you to create, view, and update a network-based
list of buddies. These may be people that you work with or correspond with
regularly. If Presence is enabled in your Service Package, then you can monitor
the online status of the buddies in your list.
Tip: You must use either the SIP Multimedia PC Client, the i2004
Internet Telephone, or the SIP Multimedia Web Client to see whether or
not a buddy is online.
To create and view a list of buddies
1
When adding or modifying an address book entry, leave the default Yes from
the drop down list next to the Buddy field on the Address Book entry screen
to add a buddy to your list. Select No if you do not want this person to be
listed on your list of buddies.
2
Click the Buddies tab on the Directories screen to view your list of buddies.
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The following picture shows the Buddies screen.
Using the ban list
There may be times when you want to ban someone from detecting when you are
online and available. To add someone to your ban list
1
Click the BanList tab on the Directories screen.
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The User Ban List Page screen appears.
2
3
Enter the SIP address of the person you want to ban, for example,
Click Ban Entry. The person you added to the ban list can still call you, but
they can no longer see your online status.
Searching for a contact
To search for a user in your network group, or domain that you belong to.
1
Click the Users tab on the Directories screen.
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The Users search screen appears.
2
Enter a search based on first, last, or username, or the contact’s phone number.
The search feature is case-sensitive. If there are entries to more than one field
when the search button is clicked, an AND function results to narrow the
results of the search.
Tip: If you are unsure of how to spell a name or don't want to type in a
whole name you can use a the asterisk (*) character as a wildcard to
perform the search.
3
Click Search. The user or list of users meeting the search criteria displays.
These are the users that are within the domain (the network group) that you
belong to.
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The following picture shows the results of the search for a user named LCarter. To
add this user to your address book, click the Add Contact link.
.
Tip: To perform another search, click the Users tab.
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21
Chapter 3
Managing your personal account information
This section describes how to use the features available on the SIP Personal Agent
Settings screen to set up your personal preferences, and to control your personal
account.
•
•
•
Client)” on page 24
•
•
•
•
“Creating a subject list for your i2004 calls” on page 25
“Specifying reject Reasons” on page 27
“Checking i2004 Internet Telephone settings” on page 30
“Managing your preferences” on page 31
Using the Settings screen
The following options are available from tabs on the SIP Personal Agent Settings
screen:
•
•
•
•
•
•
Personal
Pictures
Subjects
Reasons
i2004
Preferences
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Modifying your personal information
To modify your personal information, you can click on the Settings icon on the
left side of any screen you may be on. The Personal Settings screen appears,
allowing you to enter or change your password, name, email address, business,
and home phone number, and view whether your status is active or inactive on the
network. It also allows you to select a time zone and locale. When you change
your password, your password will change across all the client applications (SIP
Multimedia PC Client, Web Client, SIP Personal Agent, and the i2004 Internet
Telephone)..
Tip: For security purposes, you should change your password
periodically.
Complete the fields on the screen and click Modify. The message “User Updated
Successfully” appears at the top of the Personal Information screen indicating that
your modification was successful.
If you wish to erase the personal information you just entered in the fields without
modifying, click Settings. The Personal Settings screen will not have any
modified information.
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Chapter 3 Managing your personal account information 23
The following picture shows the Personal option screen.
Table 2 Description of personal settings fields
Field
Description
Password
The unique password that you entered when you registered
with the SIP Personal Agent, or the new password you just
typed in.
Confirm
Password
The unique password that you typed into your Password
text box.
First Name
Your first name as you would like it to appear to other
users.
Last Name
Your last name as you would like it to appear to other
users.
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Table 2 Description of personal settings fields
Field
Description
Status
Your account status should be active to indicate that you
can use the system and make calls. If the status is marked
inactive, contact your system administrator.
Email
email address (for example [email protected])
Business phone Your business telephone number; enter number without
spaces, " ( )", or "-"
Home phone
Cell phone
Pager
Your home phone number; enter number without spaces,
" ( )", or "-"
Your cell phone number; enter number without spaces,
" ( )", or "-"
Your pager number; enter number without spaces, " ( )", or
"-"
Fax
Your FAX number; enter number without spaces, " ( )", or
"-"
Voicemail
Your voice mail number (if voice mail is enabled in your
service package)
VPN
Your Virtual Private Network (VPN) number
Time Zone
Identify the time zone the Call Screening times should be
enforced in.
Locale
Your language and region, for display in different
languages if supported. (You will need to logout and login
again for changes to take effect.)
Selecting a picture ID (SIP Multimedia Web Client and
SIP Multimedia PC Client)
To add or modify a picture to use as your picture caller ID in the SIP Multimedia
Web Client or the SIP Multimedia PC Client:
1
2
Click Picture from the Settings screen. The My Picture screen appears,
allowing you to view or update your Picture Caller ID picture.
Enter the path and file name of the picture you want to use for your Picture
Caller ID service on the SIP Multimedia Web Client or SIP Multimedia PC
Client, or click Browse and then select the picture file.
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Chapter 3 Managing your personal account information 25
3
Click Submit Picture. The picture file (in PNG or JPG format only) you
specify is sent to your service provider’s user database and is displayed on the
SIP Multimedia Web Client, SIP Multimedia PC Client, and on the Personal
screen each time you use the SIP Personal Agent. If you do not wish to submit
the picture, click Reset.
Note: The picture only becomes visible after the picture has been
selected and the Submit Picture button has been selected.
The following displays the Picture option screen with your submitted picture.
Creating a subject list for your i2004 calls
On the i2004 Internet Telephone, you can select from a list of subjects when you
place an outgoing call. The subject will display on the i2004 Internet Telephone
(as well as other SIP clients) of the person you are calling to alert them as to why
you are calling.
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To create the subjects list and to specify the order in which the subjects display on
an i2004 Internet Telephone, click Subjects on the top of the Settings screen.
Creating a new subject
1
2
3
Enter the text of the subject in the Item Entry field.
Click Add. The subject text appears in the Selected Items field.
To remove a subject, select the entry, and click Remove. To remove all
subjects in the list you created, select all the entries, and click Remove.
4
To save your changes, click Submit Subjects.
Tip: You can clear the Item Entry field by clicking Reset.
a
b
c
To add another entry, enter the text of the subject in the Item Entry field.
Click Add. The subject text appears in the Selected Items field.
To save your changes, click Submit Subjects.
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Chapter 3 Managing your personal account information 27
The following picture shows the Subjects option screen.
Changing the order of the list of subjects
1
2
3
Click on a subject in the Selected Items field.
Click Up or Down to change the order of that item in the list.
To submit your changes, click Submit Subjects.
Specifying reject Reasons
The Reasons option allows you to specify a reason or a list of reasons for
rejecting an incoming call. The reason or list of reasons display on your i2004
Internet Telephone.
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Creating a new reject reason
1
2
Enter the text of the reason in the Item Entry field.
Tip: The reasons are displayed in the order you that enter them.
Click Add. The reason text appears in the Selected Items field.
a
To add another reject reason, enter the text of the reason in the Item Entry
field.
Tip: You can clear the Item Entry field by clicking Reset.
b
Click Add. The reason text appears in the Selected Items field.
3
To save the reason, Click Submit Reasons.
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Chapter 3 Managing your personal account information 29
The following picture shows the Reasons option screen with an example list of
reasons for rejecting a call.
Changing the order of the list of reasons
1
2
Click on a reason in the Selected Items field.
Click Up or Down to change the order of that item in the list.
Tip: The reasons are displayed on your i2004 Internet Telephone in the
order they appear in the items list.
a
b
To remove a reject reason from the list, highlight the entry in the Selected
Items list.
Click Remove, or, click Remove All to remove all the reasons.
3
To submit your changes, click Submit Reasons.
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Checking i2004 Internet Telephone settings
If you work in a number of locations and often log into several i2004 Internet
Telephones, you can use the i2004 settings option to check your login status and
log yourself out from an active phone. To check the login status of an i2004
Internet Telephone
1
2
Click the i2004 settings option.
Look for the i2004 Internet Telephone that you are logged into based on the
Device Label, MAC address, or Users.
Note: The i2004 settings option lists a separate entry for each phone you
are logged into.
3
Click the Log Me Out link for the i2004 Internet Telephone you want to log
out of.
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Chapter 3 Managing your personal account information 31
The following picture shows the i2004 option screen:
Managing your preferences
The Preference option from the Settings screen shows you your current service
package. This screen allows you to modify options available to you.
Note: Depending on the services available in your service package,
certain features may or may not be available to you. Contact your system
administrator to request any changes to your service packages.
Viewing and modifying your service package
To view your service package, click Preferences from the Settings screen. The
Service Package screen appears, displaying the service package assigned to you.
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The following picture shows your Personal Services package screen where
you can view and modify options available to you through your service
package.
Modifying your Presence service
If you have the Presence service enabled in your service package, there are three
options available for you: Report Inactivity, Inactivity Timer, and Report on
the Phone Presence. These options allow you to view when people on your list of
buddies have presence on the system.
To activate your options
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1
Select the Report when Inactive option, and enter a time value in the range
of 10 to 600 minutes into the Inactivity Timer (in minutes) field to allow
people who have subscribed to your presence to know about your inactivity.
The inactivity timer report only applies to the SIP Multimedia PC Client and
the SIP Multimedia Web Client, not the i2004 Internet Telephone.
2
Select the Report On the Phone Presence option to allow people subscribed
to your presence to receive your on-the-phone status when you are connected
on a call. This report is made by all the clients: SIP Multimedia PC Client, the
SIP Multimedia Web Client, and the i2004 Internet Telephone.
3
4
Click Save. Any changes to your service package are reflected the next time
you log in.
If you do not wish to make change to your service package settings, click the
Settings icon on the left side of the screen to return to the Settings screen.
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35
Chapter 4
Using the SIP Personal Agent Call Manager
This section describes how to use the SIP Personal Agent Call Manager features
to manage your incoming calls.
Topics in this section:
•
•
•
•
“Navigating the Call Manager Home screen” on page 35
“Understanding Call Manager terminology” on page 37
“Understanding screening and routing concepts” on page 38
“Setting up advanced screening and routing” on page 40
Navigating the Call Manager Home screen
To use the Call Manager to screen and route your incoming calls, click the Call
Manager icon located on the left side of any screen you may be on. The Call
Manager Home screen displays. From this screen, you can set up and prioritize
rules to screen your calls from certain people, or everyone, and to route your
incoming calls based on who is calling you.
The Call Manager Home screen displays the following parameters:
•
•
•
current rules (if enabled in your service package)
default behavior (if no rules apply)
options (to block anonymous calls)
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Depending on the services enabled in your service package, the following picture
is an example of the Call Manager home screen.
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Understanding Call Manager terminology
The following table lists Call Manager terms and definitions.
Table 3 Call Manager list of terms
Term
Definition
Current rules
A component of the Call Manager home screen. A list of
the active and inactive rules that you have applied to
routes (ring lists) appears in this area. You can change the
priority of a rule by moving it up or down in the list. You
can make a rule inactive.
See “Understanding screening and routing concepts” on
in your service package in order to see this component.
Default behavior
Options
A component of the Call Manager home screen that
allows you to set three basic call treatments. The default
setting is “Try to find me.”
See “Selecting default options for your incoming calls” on
page 39 for more information.
A component of the Call Manager Home screen that
allows you to block all incoming calls with an anonymous
caller id.
See “Blocking anonymous calls” on page 40 for more
information.
Home
A link that returns you to the Call Manager Home screen.
List Rules
A link on the Call Manager home screen that takes you to
the Call Manager Rules screen. From the Call Manager
Rules screen, you can set up how incoming calls are
screened based on the time of day and who is calling. A
See “Creating a new screening rule” on page 47.
List Routes
A link on the Call Manager home screen that takes you to
the Call Manager Routes screen. From the Call Manager
Routes screen, you can set up simultaneous or
sequential ring lists.
See “Creating a ring list” on page 42.
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Understanding screening and routing concepts
The SIP Personal Agent Call Manager allows you to determine how your
incoming calls will be treated. For example, you can set up basic screening and
routing to automatically send all incoming calls to voice mail. If you have
advanced screening and routing enabled for your service package, then you can
set up more complex rules around times of day, specific callers, and list of phones
to ring.
What is routing?
When you set up routing, you are defining the SIP addresses and/or telephone
numbers that will ring for an incoming call. You will likely have a limited number
of routes.
With basic routing enabled in your service package, you can program an incoming
call to
•
•
•
Ring only the phones on your route.
Automatically forward your calls to voice mail (if the service is available).
Reject a call with a particular reason.
With advanced routing enabled in your service package, you can program a ring
list for an incoming call to:
•
•
•
Ring several phones at once (simultaneous).
Ring different phones in a specific order (sequential).
Automatically send a Web page or email to an incoming caller.
What is screening?
Screening is a set of rules (based on time of day and who is calling) that you apply
to routes (ring lists).
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Selecting default options for your incoming calls
If you do not have routes and rules set up then you can select a default behavior
for your incoming calls from the Call Manager screen. The following table lists
the default options.
Table 4 Default options for incoming calls
Option
Description
Try to find me
If voice mail is enabled in your service package, any
access client that you are currently registered with will
ring, then forward to voice mail if you do not answer.
Send to voicemail
Reject - reason:
Your incoming call will not ring and go directly to voice
mail (if voice mail is enabled in your service package).
Enter a brief message in the Reason box to tell your
callers why you are rejecting their incoming call. If the
caller is using a SIP device, the reason will be
displayed on the caller's device.
The following picture shows the default behavior window from the Call Manager
home screen.
To select a default option for your incoming calls
1
Click the default option you wish to select from the Default behavior (if no
rules apply) window. For example, if you want all your incoming calls to go
to your voice mail (if enabled in your service package) without ringing, click
Send to voicemail.
2
Click Save.
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Blocking anonymous calls
To screen incoming calls from an unknown caller in the Options window
1
2
Click the check box next to Block anonymous calls to select the option.
Click Save to save the changes made on this page, or click Reset to undo your
changes made to the options or default behavior on this page.
Table 5 Block anonymous call options
If you ...
Then the result is...
Check the Block anonymous You will never receive calls from a calling party
calls option.
that does not show a name or number.
Do not check the option.
Calls will come in and attempt to do your
screening rules. If the screening rules do not
match up, your phone will ring, then go to voice
mail, or follow the rules for however you have
your default behavior set up
The following picture shows the Options window from the Call Manager home
screen.
Setting up advanced screening and routing
If you have Advanced Screening and Routing services enabled in your service
package, the first time you click the Call Manager icon located on the left side of
the screen, the Current Rules window will display in the Call Manager Home
screen.
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Using the Current Rules window
The first time you use the Call Manager, the Inactive and Active Rules area in the
Current Rules windows will be empty, unless your system administrator has set up
your rules and routes for you.
Tip: Current rules allow you to manage and prioritize your call
availability to others.
Understanding simultaneous and sequential ring lists
The SIP Personal Agent Call Manager allows you to set up how and where you
want your phone to ring by using ring lists. A ring list is a group of SIP addresses
or phone numbers associated with your user name (the name you register under)
in your organization's or service provider's user database.
The basic purpose of a ring list is to enable your calls to follow you if you are not
at your desk or primary device location. You can set up rules to screen certain
people, or everyone, and route calls differently based on who is calling you. Based
on your personal ring lists, incoming calls can be forwarded, or routed, to any
number of devices.
Simultaneous ringing
When you create a route and ring list for simultaneous ringing, you can choose to
program all your telephones/mobile phones numbers to ring all at once
(simultaneously) for your incoming calls. For example, if you travel frequently
between offices in multiple locations, you can program simultaneous ringing to all
of your offices and to your mobile phone.
Sequential ringing
When you set up multiple ring lists to activate sequential ringing, the items in the
first list ring simultaneously when the call comes in. If there is no answer after the
number of rings that you have identified, the second and subsequent sequential
lists are tried until you answer the call. If no one answers after all rules have been
followed, the default behavior you specified on the Call Manager Home screen
will take effect.
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You can use the sequential ringing feature to have your call follow you to multiple
locations and devices. For example, if your job requires you to be out of your
office almost as frequently as you are in the office -- with sequential ringing, your
office phone is tried first, then your car phone, and finally your mobile phone.
Creating a new rule
In order to create a new rule, you must first create a ring list. Then, create a
screening rule that uses your defined ring lists and routes your calls during
specific times, or from specific users. Routing calls can include simultaneous
ringing of multiple devices at once and sequential ringing - ringing each specified
set of devices at a time, in the order that they appear in the list.
For example, you may set up three routes:
•
•
Route 1 (Normal) rings the office phone first and then voice mail
Route 2 (Normal Plus) rings the office phone, then your cell phone, and
finally voice mail
•
Route 3 (Extended) rings the office phone, and cell phone (simultaneously),
then home phone and finally voice mail
Once you have set up your routes (ring lists) then you will apply rules to them.
You may create a Monday to Friday rule for work colleagues and apply it to Route
1. For callers that you want to always be able to find you (your boss, for example)
you would create a 24 x 7 rule and apply it to Route 3. A rule defining family
members might best be applied to Route 2.
Creating a ring list
To create a simultaneous ring list for the first time
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1
Click ListRoutes tab from the Call Manager Home screen. The Ring List
Details screen displays as follows.
Tip: Every item in a column rings simultaneously. Between columns, the
ringing is sequential. Every SIP device that a user is logged into will ring
simultaneously as well.
2
Enter a name for your ring list in the Ring list name text box.
Tip: Every item in a column rings simultaneously. Between columns, the
ringing is sequential. Every SIP device that a user is logged into will ring
simultaneously as well.
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3
From the drop down list, choose how many times to ring the entries in your
simultaneous ring list.
Tip: The number of target items in the ring lists display will vary, based
on the limits in your service package.
4
6
In the text box, enter the name of the target item for your simultaneous ring
list.
Use the drop-down list to select whether the target item is a SIP address or
phone number.
To add more target items to your simultaneous ring list, repeat steps 2 and 3.
The Web Address and Email Address items in the drop-down list are for
pushing Web pages and emails to callers. See “Sending information to callers
while your call is being routed” on page 45 for more information.
7
8
To activate sequential ringing, repeat steps 2 - 4 for each sequential ring list in
columns 2 and 3.
Tip: Each column of target items rings sequentially.
Click Add Route.The Add Route button updates your organization's or
service provider's online user database with your newly entered information.
Tip: Before you can apply a route, you must create an active rule for that
route because there is no default route for incoming calls. Active rules
appear in the Active Rules window on the Call Manager Ring List
Details screen.
The List Routes screen displays Route Added Successfully.
Tip: Active rules appear in the Active Rules window on the Call
Manager Ring List Details screen.
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If you need to make changes to your route, enter your changes on the Call
Manager Ring List Details screen and click Modify Route.
Tip: You can make changes to any route by entering changes on the Call
Manager Ring List Details screen and clicking Modify Route.
Sending information to callers while your call is being
routed
For each ring list you add, you can send information that will display on the
caller's SIP device while call routing is in progress. You can “push” a Web page,
or initiate an email on the callers end that is addressed to the provisioned email
address, or both.
Sending an email request
You can set up an entry in a Ring List to initiate an email whenever there is an
incoming call. If the caller is on a SIP device then they will receive a pop-up
window with your username@domain already filled out in the To: field. They can
then enter a message and return it to you.
To set up an email request in the Ring List Details screen
1
2
Create a new ring list or modify an existing one.
In the column, “First ring these numbers,” enter your email address in the
target item box.
3
4
Select email Address from drop down menu beside the entry field.
Click Add route or Modify route to confirm.
Pushing a Web page
You can set up an entry in a Ring List to send (or “push”) a Web page to an
incoming caller. Based on your entries, a Web page will be pushed or an email
will be sent to the caller, or both, each time this ring list is accessed during a call.
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If the caller is on a SIP device, then a Web browser would open on their PC using
the URL that you specify.
Tip: If you are logged into an i2004 Internet Telephone only, then just
the URL is displayed on the screen of the i2004. Note that if you are not
logged into the SIP Multimedia PC Client, a web browser will not be
launched.
For example, you may want to direct all your customers to a product support Web
page that answers frequently asked questions.
To push a Web page
1
2
Create a new ring list or modify an existing one.
In the column, “First ring these numbers,” enter your email address in the
target item box.
3
4
Select Web Address in the drop down list beside the entry field.
Click Add route or Modify route to confirm.
Deleting a route list
Note: You can only delete a route if it is not associated with a rule. If the
route is associated with a rule, then you need to change the respective
rule(s) to use another route, or, delete the rule(s).
To delete a an existing route list
1
Click the ListRoutes tab from the Call Manager Home screen. The Call
Manager Routes screen displays as follows:
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2
Click the Delete link to delete the route. A confirmation screen appears
stating that the route was successfully deleted.
Creating a new screening rule
Once you have completed programming the simultaneous and sequential ringing
of your phones (ring lists for routes), you can set up rules that specify how a call is
handled depending upon the time of day or who is calling. For example, you may
wish to add a rule that specifies a particular route for family members to have your
calls go to your office phone during the work week, and another rule to have those
calls route to your mobile phone on the weekends.
To set up a screening rule for the first time
1
Click ListRules from the Call Manager screening and routing screen. The
Welcome to Call Manager screen displays.
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The following picture shows the Welcome to Call Manager screen.
2
Click the link, create a screening rule. The Call Manager Rule Details screen
displays.
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The following picture shows the Call Manager Rule Details screen.
3
4
Enter a name for your rule in the Rule name text box.
Tip: You can roll over or click the question mark for additional help
information.
Click the Active check box to select whether or not this rule should appear in
the Active Rules window or the Inactive Rules window for your current rules
displayed on the Call Manager Home screen.
Tip: Prioritize your rules starting from the top of the list down. Incoming
calls can only match to a single rule, so if you have at the top of your list
an active rule that applies to all callers all the time, the other rules will
not be reachable.
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5
To have this rule apply to selected names in your network based address book,
click the click to change link beside Affected Users (otherwise the rule
applies to every incoming caller).
The following picture shows the Screened Users screen.
a
b
Click the check box next to the users you want your Rule to apply to.
Select Save and Update to have the list of names your selected (or
everyone) displayed on the Call Manager Rule Details screen next to
Affected Users, or Cancel to return to the Call Manager Rule Details
screen with no changes.
Tip: Rules can only be applied to specific people if they are entries in
the network-based address book.
6
To specify particular days and hours for your incoming calling routes to be in
effect, click the click to change link (otherwise there are no restrictions on
your incoming calls -- your rule is active 24 x 7).
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The following picture shows the Active times screen that displays.
a
b
On the Active times screen, you can click the check box next to the days
of the week and the times of the day when you want this rule to be in
effect.
Click Replace and Save to replace all the entries in the active times list
and use only the new times specified.
c
d
e
Click Add to list to add the times to the existing active list.
To modify the days and times, select Remove from the Active times list.
Select Save and Update to return to the Call Manager Rule Details
screen.
7
Select an Active route from the pull-down menu. These are the names under
which you saved the Ring List when creating a route and ring list.
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8
Click Save Rule.
Tip: If you selected the Active check box in the Call Manager Rule
Details screen, then the rules you just programmed now appear in the
Active rules window in the Call Manager Home screen. Every time
someone calls you, the Call Manager checks your rules to match and
route your calls appropriately.
Changing the priority of Current Rules
You define rules with the List Rules and List Routes options. Once you create
your rules, you can use the buttons in the Current Rules window to manage the
priority of your calls by:
•
•
changing the priority of a rule by moving the rule up or down in a window
changing the active or inactive status of a rule by removing or adding the rule
between the two windows
An incoming call will encounter the rules in the order they appear on the list. For
example, you may create a vacation rule that routes all calls directly to voice mail.
This rule would be at the bottom of the list of rules most of the time. When you go
on vacation you would move this rule to the top of the list so that it becomes the
first priority for all incoming calls.
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The following picture shows an example of the Current Rules window enabled.
Deleting a rule
To delete an existing rule that has been set up for a route
1
Click the ListRules tab from the Call Manager Home screen. The Call
Manager Rules screen displays as follows:
2
Click the Delete link to delete the rule. A confirmation screen appears stating
that the rule was successfully deleted.
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55
Index
A
acronyms xii
address book
adding groups 11
creating lists of buddies 14
deleting an entry 14
M
modifying 22
C
preferences 31
creating a new rule 42
current rules 41
product support xii
publications
hard copy xii
customer support xii
R
E
Reject reasons 27
exit 8
S
G
screening and routing 38
sequential ringing 41
groups 11
Service Packages
modifying 31
H
Help 8
setting up
address book 10
i2004 Internet Telephone 30
preferences 31
I
i2004 Internet Telephone settings 30
reject reasons 27
Settings screen 21
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56 Index
SIP Personal Agent Call Manager
advanced screening and routing 40
basic routing 39
basic screening 40
using 35
Subjects
displaying 25
support, Nortel Networks xii
System requirements
recommended hardware and software 3
T
technical publications xii
technical support xii
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