myPortalForOpenStage

myPortal for OpenStage

User Guide

A31003-P3010-U104-16-7619

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Copyright © Unify GmbH & Co. KG 03/2014

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All rights reserved.

Reference No.: A31003-P3010-U104-16-7619

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described or which may change as a result of further development of the products.

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Contents

Contents

1 About this Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.1 Types of Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.2 Display Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

2 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

2.1 myPortal for OpenStage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

2.2 User Interface Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3 Installing and Starting myPortal for OpenStage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3.1 How to Install myPortal for OpenStage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3.2 How to Start myPortal for OpenStage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

3.3 How to Place myPortal for OpenStage in the Foreground . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3.4 How to Exit OpenStage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4 Unified Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4.1 Presence Status and CallMe Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4.1.1 Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4.1.1.1 How to Change the Presence Status to Absent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4.1.1.2 How to Change the Presence Status to Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

4.1.2 CallMe Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

4.1.2.1 How to Enable the CallMe Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

4.2 Voicemail (UC Suite) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

4.2.1 How to Listen to a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

4.2.2 How to Delete a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

4.2.3 How to Move a Voice Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

4.2.4 How to Display Details of a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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4

About this Documentation

Types of Topics

1 About this Documentation

This section contains some introductory information on this documentation.

Related Topics

1.1 Types of Topics

The types of topics include concepts and tasks:

Type of topic

Concept

Task (operating instructions)

Description

Explains the "What" and provides an overview of context and background information for specific features, etc.

Describes task-oriented application cases

(i.e., the "How") step-by-step and assumes familiarity with the associated concepts.

Tasks can be identified by the title How to

....

Related Topics

Related Topics

Display Conventions

1.2 Display Conventions

This documentation uses a variety of methods to present different types of information.

Type of information

User Interface Elements

Menu sequence

Special emphasis

Cross-reference text

Bold

>

Bold

Italics

Presentation

Output

Input

Key combination

Monospace font, e.g.,

Courier

Monospace font, e.g.,

Courier

Monospace font, e.g.,

Courier

Example

Click on OK.

File > Exit

Do not delete Name.

You will find more information in the topicNetwork.

Command not found.

Enter LOCAL as the file name.

<Ctrl>+<Alt>+<Esc>

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Related Topics

Related Topics

Types of Topics

About this Documentation

Display Conventions

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6

Introduction

myPortal for OpenStage

2 Introduction

This document is intended for myPortal for OpenStage users who are already familiar with the functions of a UC client (e.g., myPortal for Outlook) and describes its configuration and operation.

Related Topics

2.1 myPortal for OpenStage

myPortal for OpenStage is a web-based unified communications application for

OpenStage phones with a display. myPortal for OpenStage provides the following features:

Change presence status

Enable or disable CallMe service

Manage voicemail

Other features can be used with the UC clients (e.g., myPortal for Outlook).

Related Topics

2.2 User Interface Elements

The user interface of myPortal for OpenStage consists of the main menu and submenus.

The main menu includes the following elements:

• Presence

• Voicemail

Related Topics

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Installing and Starting myPortal for OpenStage

How to Install myPortal for OpenStage

3 Installing and Starting myPortal for OpenStage

The use of myPortal for OpenStage is subject to specific requirements. myPortal for OpenStage remains active during a call or when using other functions, but is placed in the background. You can bring myPortal for OpenStage manually to the foreground.

It is not possible to use myPortal for OpenStage and the TUI menu of the voicemail box simultaneously.

Related Topics

3.1 How to Install myPortal for OpenStage

Prerequisites

You know the IP address of your OpenStage telephone. If you have any questions, please contact the administrator of your communication system.

You know the administrator password of your OpenStage telephone. If you have any questions, please contact the administrator of your communication system.

The IP address of the communication system is known to you. If you have any questions, please contact the administrator of your communication system.

Step by Step

1) Enter the following address in the web browser to open OpenStage Manager for your OpenStage telephone: https://

<IP address of your OpenStage telephone>

.

2) If you are prompted to select a password, perform the following steps:

a) Enter the password in the New Password field. You will need this password in the future to open the OpenStage Manager of your

OpenStage telephone.

b) Enter the same password in the Password field.

c) Click on Save.

3) Click on the Administrator Pages (Admin) tab.

4) Enter the administrator password of your OpenStage telephone in the Enter

Admin password field.

5) Click on Applications > XML applications > Add application.

6) Enter myPortal in the Display Name field.

7) Enter WS in the Application Name field.

8) Enter the IP address of the communication system in the HTTP Server

Address field.

9) Enter 8801 in the HTTP Server Port field.

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Installing and Starting myPortal for OpenStage

How to Start myPortal for OpenStage

10) Select the value http in the Protocol drop-down list.

11) In the Program Name on Server field, enter HiWebSP/os6080.

12) Select one of the following options in the Use Proxy drop-down list:

If a proxy is used, select Yes.

If no proxy is used, select No.

13) In the ML Trace enabled drop-down list, select the value No.

14) Select the Restart after change check box.

15) Click on Submit.

16) Click on Log off.

17) Keep pressing the Settings/Applications sensor key on your OpenStage telephone until the Applications tab appears.

18) Use the Up/Down scrolling symbols on the TouchGuide to select the

myPortal application and click OK.

Related Topics

Related Topics

How to Start myPortal for OpenStage

3.2 How to Start myPortal for OpenStage

Prerequisites

myPortal for Desktop is installed on your PC.

You have changed your password in a UC PC client or at the phone menu of the voicemail box to at least 6 digits.

Step by Step

1) Keep pressing the Settings/Applications sensor key until the Applications tab appears.

2) Scroll on the TouchGuide to myPortal.

3) Press OK and wait until, among other things, Log In appears.

4) Scroll to the Password line.

5) Press OK.

6) Enter your password.

INFO: If you are using UC Smart, the password is the same as for myPortal Smart. If you are using UC Suite, the password is the same as for myPortal for Desktop, myPortal for Outlook, myAttendant and myAgent.

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Installing and Starting myPortal for OpenStage

How to Place myPortal for OpenStage in the Foreground

NOTICE: If the wrong password is entered five times, your access to all clients will be locked. Unlocking is only possible by the administrator of your communication system.

7) Press OK.

8) Scroll to the line Options.

9) Press OK.

If the password is valid, the main menu is displayed.

Related Topics

Related Topics

How to Install myPortal for OpenStage

How to Place myPortal for OpenStage in the Foreground

How to Exit OpenStage

3.3 How to Place myPortal for OpenStage in the Foreground

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

If myPortal for OpenStage has been placed in the background by a phone call or the use of other functions, you can manually bring it back to the foreground.

Step by Step

Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

Related Topics

Related Topics

How to Start myPortal for OpenStage

3.4 How to Exit OpenStage

Step by Step

1) Keep pressing the Settings/Applications sensor key until the Applications tab appears.

2) Scroll on the TouchGuide to myPortal.

3) Press the arrow key.

4) Scroll to the Stop line.

5) Press OK.

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Installing and Starting myPortal for OpenStage

How to Exit OpenStage

Related Topics

Related Topics

How to Start myPortal for OpenStage

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Unified Communications

Presence Status and CallMe Service

4 Unified Communications

Unified Communications is a generic term that refers to the integration of different communication systems, media, devices and applications within an environment

(e.g., telephony, presence, voicemail and instant messaging).

Related Topics

4.1 Presence Status and CallMe Service

The Presence status and CallMe service display and optimize the availability of subscribers. The Presence status enables simple status-based call forwarding as well as rule-based call forwarding, which can be flexibly configured with myPortal for Desktop or myPortal for Outlook.

Related Topics

4.1.1 Presence Status

The Presence status indicates the availability of internal subscribers (including mobile users) in the Favorites list, the internal directory and through voicemail announcements.

You can change your Presence status in myPortal for OpenStage and in the

Phone menu of the voicemail box. For every change in the Presence status

(except for Office and CallMe), you also define the scheduled time of your return to the Office or CallMe status.

Call Forwarding to the Voicemail Box

If your Presence status is not Office or CallMe, the communication system redirects calls to you to your voicemail box by default and notifies the callers via status-based announcements about the nature of your absence and the scheduled time for your return.

Related Topics

4.1.1.1 How to Change the Presence Status to Absent

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Presence.

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Unified Communications

Presence Status and CallMe Service

3) Press OK.

4) Scroll on the TouchGuide to the desired presence status.

5) Press OK.

6) If you want to change the proposed time of your return, proceed as follows:

a) Scroll to the line with the proposed time of your return.

b) Press the arrow key.

c) Press the appropriate digits to enter the time of your return.

d) Press OK.

e) Scroll to the line Options.

7) Press OK.

Related Topics

Related Topics

How to Change the Presence Status to Office

How to Enable the CallMe Service

4.1.1.2 How to Change the Presence Status to Office

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Presence.

3) Press OK.

4) Scroll to the presence status Office.

5) Press OK.

6) Press OK.

Related Topics

Related Topics

How to Change the Presence Status to Absent

How to Enable the CallMe Service

4.1.2 CallMe Service

The Call-Me service can be used to define any phone at an alternative workplace as the Call-Me destination at which you can be reached through your own internal

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Unified Communications

Presence Status and CallMe Service phone number. You can use the UC client (e.g., myPortal for Outlook) at your alternative workplace exactly as in the office and thus also make outgoing calls from the Call-Me destination.

Inbound Calls

Calls to your internal number are redirected to the CallMe destination. Your internal phone number is displayed to the caller. Unanswered calls are forwarded to the voicemail box after 60 seconds.

Outbound Calls

When you dial a number in the UC client (e.g., myPortal for Outlook), the communication system first calls you at the CallMe destination. If you answer the call, the communication system then calls the desired destination and connects you with it. Your internal phone number is displayed at the destination (One

Number Service).

Presence Status

When the Call-Me service is enabled, the message "Call-Me active" appears in the display of your phone (not for analog and DECT phones). Other subscribers will see your presence status as Office.

Activation

You can activate the CallMe service manually. In addition, the CallMe service is also reactivated by an automatic reset of the Presence status following an absence, provided it was active earlier. Then following types of CallMe destinations are not supported:

Group

Redirected telephone

Deactivation

The CallMe service remains active until your Presence status changes.

Related Topics

4.1.2.1 How to Enable the CallMe Service

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Presence.

3) Press OK.

4) Scroll on the TouchGuide to the presence status Office.

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Unified Communications

Voicemail (UC Suite)

4.2 Voicemail (UC Suite)

You can listen to voicemails in the voicemail box of the communication system and call the respective senders.

New Voicemail Indicator

As soon as a new voicemail is received, this is indicated for Voicemail in the main menu with a red exclamation mark.

Folders for Voicemail

myPortal for OpenStage organizes voice messages in the following folders:

• Inbox

• Played

• Saved

The number of messages received is shown next to the folder name.

Listening to Voicemail

When a new voice message is listened to for the first time, the communication system moves it automatically from the Inbox folder to the Played folder.

Related Topics

4.2.1 How to Listen to a Voicemail

Prerequisites

5) Press OK.

6) Scroll to the line CallMe.

7) Press OK.

8) Scroll to the line CallMe destination.

9) Press the arrow key.

10) Enter the phone number of the CallMe destination.

11) Press OK.

12) Scroll to the line Options.

13) Press OK.

Related Topics

Related Topics

How to Change the Presence Status to Absent

How to Change the Presence Status to Office

myPortal for OpenStage has been started on your OpenStage telephone.

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Unified Communications

Voicemail (UC Suite)

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Voicemail.

3) Press OK.

4) Scroll to the desired folder.

5) Press OK.

6) Scroll to the desired message.

7) Press the arrow key.

8) Scroll to the line Call.

9) Press OK.

INFO: myPortal for OpenStage plays back voicemails only on the

OpenStage telephone.

Next steps

Accept the call from the voicemail box.

Related Topics

Related Topics

How to Delete a Voicemail

How to Move a Voice Message

How to Display Details of a Voicemail

4.2.2 How to Delete a Voicemail

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Voicemail.

3) Press OK.

4) Scroll to the desired folder.

5) Press OK.

6) Scroll to the desired message.

7) Press the arrow key.

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Unified Communications

Voicemail (UC Suite)

8) Scroll to the line Move.

9) Press OK.

10) Scroll to the line Delete voicemail.

11) Press OK.

Related Topics

Related Topics

How to Listen to a Voicemail

How to Move a Voice Message

How to Display Details of a Voicemail

4.2.3 How to Move a Voice Message

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Voicemail.

3) Press OK.

4) Scroll to the desired folder.

5) Press OK.

6) Scroll to the desired message.

7) Press the arrow key.

8) Scroll to the line Move.

9) Press OK.

10) Scroll to the line To folder Read or To folder Saved.

11) Press OK.

Related Topics

Related Topics

How to Listen to a Voicemail

How to Delete a Voicemail

How to Display Details of a Voicemail

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Unified Communications

Voicemail (UC Suite)

4.2.4 How to Display Details of a Voicemail

Prerequisites

myPortal for OpenStage has been started on your OpenStage telephone.

You can view the following details about a voicemail:

Date

Time

Length

Priority

Phone number of the sender (if available)

Step by Step

1) Press the Settings/Applications sensor key as often as needed until the

myPortal tab in the Main Menu appears.

2) Scroll on the TouchGuide to Voicemail.

3) Press OK.

4) Scroll to the desired folder.

5) Press OK.

6) Scroll to the desired message.

7) Press the arrow key.

8) Scroll to the line Info.

9) Press OK.

Related Topics

Related Topics

How to Listen to a Voicemail

How to Delete a Voicemail

How to Move a Voice Message

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Index

Index

Index

A

absence

11

C call sender

voicemail

14

CallMe

11

,

13

CallMe service

13

concept

4

D

Display Conventions

4

F folder

voicemail

14

functions

myPortal for Mobile

6

I

introduction

6

M myPortal for Mobile

functions

6

O

operating instructions

4

P

presence

11

presence status

11

S

starting myPortal for Mobile

7

T

teleworking

13

topics, types

4

U

unified communications

11

user interface

elements

6

user interface elements

6

V

voicemail

14

delete

14

listen to

14

18

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