OpenScape Office V3 myPortal for Mobile

OpenScape Office V3   myPortal for Mobile
myPortal for Mobile, User Guide
P31003P1030U103017619
05/2012
Siemens Enterprise Communications GmbH & Co. KG.
2012
Documentation
OpenScape Office V3
myPortal for Mobile
User Guide
A31003-P1030-U103-13-7619
Siemens Enterprise Communications
www.siemens-enterprise.com
Our Quality and Environmental Management
Systems are implemented according to the
requirements of the ISO9001 and ISO14001
standards and are certified by an external certification
company.



Copyright © Siemens Enterprise
Communications GmbH & Co. KG 05/2012
Hofmannstr. 51, D-80200 München
Siemens Enterprise Communications GmbH & Co. KG 
is a Trademark Licensee of Siemens AG
Reference No.: A31003-P1030-U103-13-7619
The information provided in this document contains
merely general descriptions or characteristics of
performance which in case of actual use do not always
apply as described or which may change as a result of
further development of the products. An obligation to
provide the respective characteristics shall only exist if
expressly agreed in the terms of contract. Availability
and technical specifications are subject to change
without notice.
Siemens Enterprise Communications
www.siemens-enterprise.com
OpenScape, OpenStage and HiPath are registered
trademarks of Siemens Enterprise
Communications GmbH & Co. KG. 
All other company, brand, product and service names
are trademarks or registered trademarks of their
respective holders.
Contents
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.1 myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2 Types of Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.3 Display Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.4 User Interface Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Installing and Starting myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.1 Prerequisites for myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2 How to Create an Icon for myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.3 How to Start myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.4 How to Exit myPortal for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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3 First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.1 How to Select the User Interface Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.2 How to Enable or Disable Touchscreen Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
4 Unified Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1 Presence Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.1 How to Change the Presence Status to Absent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.2 How to Change the Presence Status to Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2 Directories and Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.1 Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.1.1 How to Send an SMS from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.2 Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.3 Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.3.1 How to Display Details of a Journal Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3 Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.1 Call Number Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2 Dial mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.3 Call handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4 Call Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.1 How to Redirect a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.2 How to Dial a Number Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.3 How to Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.4 How to Delete a Phone Number from the Redialing List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.5 How to Make a Call from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.6 How to Make a Call from a Directory Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.7 How to Make a Call from the Favorites List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.8 How to Make a Call from the Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.9 How to Initiate a Consultation Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.10 How to Alternate between two Parties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.11 How to Transfer a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.12 How to Initiate a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4.13 How to End a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4 Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.1 How to Listen to a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.2 How to Call the Sender of a Voice Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.3 How to Delete a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Contents
4.4.4 How to Move a Voice Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.4.5 How to Display Details of a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
5 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5.1 How to Configure the Dialing Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5.2 How to Configure Call Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5.3 How to Configure the Display Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5.4 How to Configure the Number of List Entries per Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5.5 How to Configure the Font Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5.6 How to Configure the Refresh Interval for the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5.7 How to Change the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5.8 myPortal Web Services Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
5.8.1 How to Start the myPortal Web Services Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
5.8.2 How to Import Outlook Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
5.8.3 How to Delete Imported Outlook Contacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.8.4 How to Restore the Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
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Introduction
myPortal for Mobile
1 Introduction
This document is intended for myPortal for Mobile users who are already familiar
with myPortal for Desktop and describes its configuration and operation.
Related Topics
1.1 myPortal for Mobile
myPortal for Mobile is a web-based solution for unified communications with
mobile telephones and tablet PCs. Besides convenient dialing aids via phone
directories and favorites, and information on the presence status of other
subscribers, it can, for example, also be used to access voicemails.
myPortal for Mobile offers the following features in addition to telephony:
•
Directories
•
Favorites List
•
Journal
•
Presence Status
•
Status-based call forwarding
•
Voicemail
•
SMS (not on every Mobile Phone or tablet PC)
Other features you can use with myPortal for Desktop.
Related Topics
1.2 Types of Topics
The types of topics include concepts and operating instructions.
Type of topic
Contents
Title
Concept
Explains the "What".
Usually without a verb, e.g.: Call
Functions.
Operating
instructions
Describe task-oriented
Starts with "How to" followed by a
application cases – i.e., the
verb, for example: How to Dial a
"How" – and assumes
Call Number.
familiarity with the associated
concepts.
Related Topics
Related Topics
• Display Conventions
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Introduction
Display Conventions
1.3 Display Conventions
This documentation uses a variety of methods to present different types of
information.
Purpose
Appearance
Sample
User Interface Elements
Bold
Click OK.
Menu sequence
>
File > Exit
Special emphasis
Bold
Do not delete Name.
Cross-reference text
Italics
You will find more
information in the
topicNetwork.
Output
Monospace font, e.g.,
Courier
Command not found.
Input
Monospace font, e.g.,
Courier
Enter LOCAL as the file
name.
Key combination
Monospace font, e.g.,
Courier
<Ctrl>+<Alt>+<Esc>
Work Steps and Substeps
Numbered and alphabetical
lists
• Configure the DSL
telephony stations with
the associated DID
phone numbers.
– Click Add.
– Enter the name of the
Internet telephony
station under Internet
Telephony Station.
Alternative Work Steps
Enumeration
• If you want to output
amounts, enable the
check box Display
amounts instead of
units.
• If you want to output
units, clear the check
box Display amounts
instead of units.
Related Topics
Related Topics
• Types of Topics
1.4 User Interface Elements
The user interface of myPortal for Mobile consists of several areas.
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Introduction
User Interface Elements
Mobile Phone
The main window consists of the following elements:
1
2
3
4
•
Header area (1):
Symbol
Function
Back to last page viewed
myPortal
To main menu
To logout page
•
Menu title (2):
Shows the title of the current menu or myPortal in the main menu
•
Workspace (3):
For lists, the scrolling symbols for continue (down) and back (up) are shown
if required.
•
Status bar (4):
Shows your phone number
Tablet PC
The main window consists of the following elements:
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Introduction
User Interface Elements
1
2
3
4
•
Header area (1):
Displays the own phone number on the left
Symbol
Function
Presence status:
• Displays your current presence status.
• Provides access to change your presence status.
Manual dialing
Redialing
To logout page
•
Favorites and tabs for (2) :
–
Directories
–
Journal
–
Voicemail
–
Phone
–
Settings
•
Tab title (3):
Displays the title of the current tab
•
Workspace (4):
For lists, the scrolling symbols for continue (down) and back (up) are shown
if required.
Related Topics
Related Topics
• Directories
•
8
Favorites List
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Introduction
User Interface Elements
•
Journal
•
Calls
•
Voicemail
•
Configuration
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Installing and Starting myPortal for Mobile
Prerequisites for myPortal for Mobile
2 Installing and Starting myPortal for Mobile
The use of myPortal for Mobile is subject to specific requirements.
Related Topics
2.1 Prerequisites for myPortal for Mobile
In order to use myPortal for Mobile, the mobile phone must be equipped with the
appropriate hardware and software.
The following requirements apply:
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Installing and Starting myPortal for Mobile
Prerequisites for myPortal for Mobile
Client
myPortal for Mobile
Technical Data
myPortal for Mobile is optimized for presentation on Apple's
iPhone and can also be used with several other mobile
phones. Depending on which device and operating system is
used, the ease of use or function may be affected. The
following requirements apply:
• Touch screen (recommended for ease of use)
• Display resolution of at least 240 * 320 pixels
• Internet access
• Web browser with JavaScript enabled
• Support for the simultaneous transmission of voice and
data through mobile phones and the mobile network
• 3G data connection, for example, EDGE, UMTS, HSDPA
(recommended for smooth service). GPRS can lead to slow
page rendering.
• Flat rate data plan (recommended for cost reasons), since
data volumes of several 100 MB per month may be
involved, depending on usage.
myPortal for Mobile (for
Tablet PC)
myPortal for Mobile/Tablet PC is optimized for presentation
on Apple's iPad and can also be used with several other
tablet PCs. Depending on which device and operating system
is used, the ease of use or function may be affected. The
following requirements apply:
• Touch screen (recommended for ease of use)
• Display resolution of at least 800 * 480 pixels
Recommended resolution: at least 1024 * 600 pixels
• Internet access
• Web browser with JavaScript enabled
• 3G data connection, for example, EDGE, UMTS, HSDPA
(recommended for smooth service). GPRS can lead to slow
page rendering.
Alternatively: a pure WLAN connection with a SIP client for
telephony.
• Flat rate data plan (recommended for cost reasons), since
data volumes of several 100 MB per month may be
involved, depending on usage.
Depending on which device and operating system is used, the ease of use or
function may be affected.
Operating systems and reference devices
myPortal for Mobile works with numerous mobile phones and tablet PCs and has
been optimized for the following operating systems and reference devices:
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Installing and Starting myPortal for Mobile
How to Create an Icon for myPortal for Mobile
Operating system
Apple iOS
Reference device
• Apple iPhone 3GS
• Apple iPhone 4
• Apple iPad
Android
• HTC Desire
• Motorola Xoom
• HTP Flyer
Symbian
• Nokia N97
• Nokia C7-00
BlackBerry OS
• RIM Torch 9800
Support is only provided if a reported problem with a reference device can be
reproduced.
For more information on other devices, browsers and operating systems, refer to
the Experts wiki at http://wiki.siemens-enterprise.com/wiki/
myPortal_for_Mobile.
Related Topics
2.2 How to Create an Icon for myPortal for Mobile
Prerequisites
•
You know the Internet address for accessing your communication system with
myPortal for Mobile. If you have any questions, please contact the
administrator of your communication system.
The icon to be created on the home page of your mobile phone or tablet PC is
intended as a shortcut to easily start myPortal for Mobile.
Step by Step
›
Create a bookmark on the home page of your mobile phone with the Internet
address for accessing your communication system with myPortal for Mobile.
Please also read the manufacturer's instructions carefully for the specific
procedure to be followed on your mobile phone or tablet PC and web browser.
Example for an iPhone or iPad:
a) Open the Internet address for accessing your communication system in
Safari with myPortal for Mobile.
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Installing and Starting myPortal for Mobile
How to Start myPortal for Mobile
Access
Mobile Phone
Tablet PC
encrypted
https://www.example-for- https://www.example-fora-domain.com:8802
a-domain.com:8802/
tablet
unencrypted
http://www.example-for-a- http://www.example-for-adomain.com:8801
domain.com:8801/tablet
b) Press +.
c) Select Add to Home Screen.
Related Topics
Related Topics
• How to Start myPortal for Mobile
2.3 How to Start myPortal for Mobile
Prerequisites
•
The administrator of your communication system has configured access with
myPortal for Mobile for you.
•
You know the Internet address for accessing your communication system with
myPortal for Mobile. If you have any questions, please contact the
administrator of your communication system.
•
You have created an entry for myPortal for Mobile in the Favorites list of your
web browser or an icon on the home page on your mobile phone or tablet 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.
•
Cookies are enabled in the web browser of your mobile phone or tablet PCs.
•
You are currently not using myPortal for Mobile on another mobile phone.
Step by Step
1) Open myPortal for Mobile via your Favorites list or by using the icon on the
home page of your mobile phone or tablet PC.
INFO: The concurrent usage of myPortal for Mobile with
myAgent under the same user name is not supported.
Your user name and password are stored using a cookie in the
web browser, provided the administrator of your communication
system has not disabled cookies. Consequently, you should
protect your mobile phone or tablet PC against access by other
people. Otherwise, unauthorized users could, for example,
potentially access your voicemails or redirect your station number
to external toll-based destinations.
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Installing and Starting myPortal for Mobile
How to Exit myPortal for Mobile
2) Enter your call number in the User Name field of the Login window.
INFO: The user name is identical for myPortal for Desktop,
myPortal for Outlook, myPortal for Mobile, myPortal for Zimbra,
myAttendant and myAgent.
3) Enter your Password.
INFO: The password is identical for myPortal for Desktop,
myPortal for Outlook, myPortal for Mobile, myPortal for Zimbra,
myAttendant and myAgent.
NOTICE: If the wrong password is entered five times, your
access will be locked temporarily. A login of this user will only be
possible again after a period of 15 minutes.
4) Click Login.
INFO: You are automatically logged off after an extended period
of inactivity. You will need to restart myPortal for Mobile to
continue using it.
Related Topics
Related Topics
• How to Create an Icon for myPortal for Mobile
•
How to Change the User Interface
2.4 How to Exit myPortal for Mobile
Step by Step
1) Click in the header area on the Logout symbol.
2) Click Logout.
Related Topics
Related Topics
• How to Change the User Interface
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First Steps
How to Select the User Interface Language
3 First Steps
The First Steps describe the recommended actions to be taken right at the
beginning.
Related Topics
3.1 How to Select the User Interface Language
Step by Step
1) Click Settings.
2) Select the desired language in the Language drop-down list.
3) Click Set.
Related Topics
3.2 How to Enable or Disable Touchscreen Support
Step by Step
1) Click Settings.
2) Select one of the following options in the Touchpad drop-down list:
•
If you want to enable Touchscreen support, select the option Yes.
•
If you want to disable Touchscreen support, select the option No.
3) Click Set.
Related Topics
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Unified Communications
Presence Status
4 Unified Communications
Unified Communications offers various features such as presence status and
voicemails with the myPortal for Desktop, myPortal for Outlook,
myPortal for Zimbra und myPortal for Mobile clients.
Related Topics
4.1 Presence Status
The Presence status indicates the availability of internal subscribers (including
Mobility Entry subscribers) in the Favorites list, the internal directory and via
voicemail announcements.
You can change your Presence status in myPortal for Mobile and also 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.
The following symbols are available for the Presence status:
Symbol
Presence status
Availability
Office
Available at the normal workplace
CallMe
Available at an alternative workplace (only
incoming calls are supported)
Meeting
Absent
Sick
Absent
Break
Absent
Out of the Office
Absent
Vacation
Absent
Lunch
Absent
At home
Absent
The symbol of your current presence status is displayed at the following location,
possibly with the scheduled time of your return or the CallMe destination:
•
Mobile phone: main menu, next to Presence
•
Tablet PC: header area, next to the own phone number
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.
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Presence Status
Related Topics
Related Topics
• Directories
•
Favorites List
4.1.1 How to Change the Presence Status to Absent
Step by Step
1) Click on Presence or on the icon for your presence status.
2) Click on one of the following Presence statuses: Meeting, Sick, Break, Out
of the Office, Vacation, Lunch or At home.
3) If you want to specify an info text for the Presence status, enter it in the text
field.
4) Click on the + and - buttons for the scheduled Return date and time.
5) Click on Set presence date/time.
Related Topics
Related Topics
• How to Change the Presence Status to Office
4.1.2 How to Change the Presence Status to Office
INFO: You can also return to the Office presence status by
deactivating the call forwarding at the telephone.
Step by Step
1) Click on Presence or on the icon for your presence status.
2) Click on Office.
3) Click on Office.
4) If you want to specify an info text for the Presence status, enter it in the text
field.
5) Click Set.
Related Topics
Related Topics
• How to Change the Presence Status to Absent
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Unified Communications
Directories and Journal
4.2 Directories and Journal
Directories, the Favorites List and the Journal organize contacts and calls.
Related Topics
4.2.1 Directories
Directories organize your contacts.
myPortal for Mobile offers the following directories, which are independent of the
contacts of your mobile phone or tablet PC:
Symbol
Directory
Personal contacts
These are contacts from the personal directory of myPortal for Desktop as well
as Outlook contacts imported via the Web Services Assistant.
Internal Directory:
Contains internal subscribers in the same network node with their Presence
and Connection statuses (only system telephones) and possibly their additional
phone numbers, provided the subscriber has made these numbers visible to
others.
External Directory:
Contains contacts from the external directory (corporate directory and possibly
a public Exchange folder).
System directory:
Contains all speed-dial destinations of the communication system.
All directories:
Shows the entries from all directories.
INFO: Phone numbers in directories should always be entered in
canonical format, if possible.
Contact Details
The List view of contacts shows the following details:
18
•
Presence status (only for Internal Directory), possibly with planned time of
return and info text
•
Name
•
Phone number(s):
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Directories and Journal
Symbol
Phone number
Phone No. Business
Phone No. Mobile
Phone No. Home
Text search
You can search the directory by name or by portions of names. The directories
are searched in the order shown in the table above.
Index search
You can search the directories by name or by the initial letters in a name.
Related Topics
Related Topics
• User Interface Elements
•
Presence Status
•
Favorites List
•
How to Make a Call from the Directory
•
How to Make a Call from a Directory Search
•
How to Import Outlook Contacts
•
How to Delete Imported Outlook Contacts
•
How to Redirect a Call
•
How to Initiate a Consultation Hold
•
How to Transfer a Call
4.2.1.1 How to Send an SMS from the Directory
Prerequisites
•
The relevant contact contains a mobile phone number.
INFO: This feature is not available on every mobile phone or
tablet PC.
Step by Step
1) Click Directories.
2) Click on one of the directories, i.e., Personal Contacts, Internal Directory,
External Directory or System directory.
3) Click on the desired contact.
4) Click Send SMS.
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Directories and Journal
Next steps
The user interface of your mobile phone or tablet PC for sending an SMS is
opened with the corresponding mobile phone number. Write and send the SMS
as usual.
Related Topics
4.2.2 Favorites List
The Favorites List shows you all the contacts you have configured as favorites in
myPortal for Desktop at a glance. These contacts can also be called very easily
directly from the Favorites list. All internal subscribers with system telephones
that are located in the same network node can be seen with their respective
presence and connection statuses.
Outlook contacts
If you want your Favorites to include Outlook contacts, you will need to import
them yourself.
Index search
You can search the Favorites list by name or by the initial letters in a name.
Related Topics
Related Topics
• User Interface Elements
•
Presence Status
•
Directories
•
How to Make a Call from the Favorites List
•
How to Redirect a Call
•
How to Initiate a Consultation Hold
•
How to Transfer a Call
•
How to Import Outlook Contacts
4.2.3 Journal
The Journal is the list of all your inbound and outbound calls. You can use it to
quickly and easily call your contacts again or to respond to missed calls.
Folder for Call Types
The calls are arranged on the following tabs:
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Directories and Journal
Symbol
Folder
All calls
Missed
Answered
Inbound
Outbound
Grouped by time period
The calls in all folders are grouped by time periods (e.g., Today, Yesterday, etc.).
The number of Journal entries is displayed on the right of the group designation
in parentheses.
Call Details
Every call is shown with the Date and Time and, if available, with the Call
Number. If a directory contains further details on the call number such as the Last
Name and First Name, then this information is also shown.
Related Topics
Related Topics
• User Interface Elements
•
How to Make a Call from the Journal
4.2.3.1 How to Display Details of a Journal Entry
You can view the following details about a journal entry:
•
Own phone number
•
Phone number of the caller, if present)
•
First Name (if present)
•
Last Name (if present)
•
Start of the call
•
End of the call
•
Duration
•
Information on whether or not the call was answered
Step by Step
1) Click Journal.
2) Click on the desired folder.
3) Click on the entry for the desired time period.
4) Click on the desired journal entry.
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Calls
5) Click on the View Journal Entry Details symbol.
Related Topics
4.3 Calls
A number of convenient features such as calling from a directory, favorites list or
journal are available for making calls.
Related Topics
Related Topics
• User Interface Elements
4.3.1 Call Number Formats
Call numbers can be specified in different formats.
Format
Description
Example
Canonical
Begins with + and always
+49 (89) 7007-98765
includes the country code, area
code and the full remaining
station number. Blanks and the
special characters + ( ) / - : ; are
allowed.
Dialable
Exactly as you would dial the call • 321 (internal)
number on the phone, always
• 0700798765 (own local network)
with the trunk access code.
• 0089700798765 (external local
network)
• 0004989700798765 (international)
INFO: If possible, you should always use the canonical call
number format. This ensures that a phone number is always
complete, unique and consistent in any situation, even in a
network.
When dialing an external station (dialable format) manually, the CO access code
must always be dialed as well. The CO access code must likewise also be
specified when manually entering the destination number for the CallMe service
in myPortal for Desktop and myPortal for Outlook.
When dialing an external phone number in dialable format from a directory and
when using the Desktop Dialer and Clipboard Dialer, the communication system
automatically adds the CO access code (route 1). The automatic addition of the
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CO access code also occurs when you select a phone number of your own
personal data (Mobile number, Private Number, External Number 1, External
Number 2, etc.) as a destination number for the CallMe service.
INFO: For calls within the USA via CSTA to a number in canonical
format, phone numbers are converted to the dialable format.
Related Topics
Related Topics
• How to Dial a Number Manually
4.3.2 Dial mode
You can choose between different dialing methods for outbound calls.
Dial mode
Call through
Description
• The system sets up the connection to your mobile phone or
tablet PC using call-through.
• ONS (One Number Service)
• Fast connection setup
• CTI call functions available
• Useful for mobile phone contracts with a flat rate into fixed
networks
Callback preferred
• The system sets up the connection to your mobile phone or
tablet PC using callback.
• ONS (One Number Service)
• CTI call functions available
• The immediate acceptance of calls by the mobile carrier
mailbox must be disabled.
• Useful for mobile phone contracts without a flat rate into fixed
networks
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Calls
Dial mode
SIP preferred
Description
• A SIP soft client present on the phone or tablet PC sets up the
connection.
• CTI call functions available (controlled through SIP soft client)
• Usage via a WLAN is possible, if supported by the mobile
phone or tablet PC
• Not supported by all SIP soft clients
• Not supported by all operating systems
• Please note that some restrictions for VoIP may have been set
by your mobile carrier.
Associated Dialing • for tablet PCs without GSM
• The tablet PC controls the connection setup to the phone at
your workplace.
• CTI call functions available (when using OpenScape Office HX,
only for HFA telephones and Up0 telephones)
GSM preferred
• Phone numbers of personal contacts must be in canonical
format.
• The mobile phone or the tablet PC sets up the connection
directly via the mobile service.
• Applies only to
– Manual dialing
– Personal contacts
– External directory
• Connectivity, when ONS (One Number Service) is not desired.
Related Topics
Related Topics
• How to Configure the Dialing Method
4.3.3 Call handling
You can configure how myPortal for Mobile should respond to calls.
Call handling
Description
Only change icon
• The button for CTI call functions appears
Bring to foreground
• The menu for CTI call functions opens automatically
Disabled
• No action
Related Topics
Related Topics
• Call Functions
•
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4.3.4 Call Functions
You can control call functions with myPortal for Mobile. You can also dial phone
numbers directly from the Journal, the Favorites list or a directory.
How to Answer Calls
To do this, use your mobile phone or tablet PC as usual. Depending on which
device you are using, you may subsequently have to switch to myPortal
for Mobile in the web browser manually.
CTI Call Functions
Using CTI call functions, you can access the features of your communication
system on your mobile phone or tablet PC. The following buttons for CTI call
functions are available in the header line of all menus, provided Only change
icon is configured in the call handling:
Symbol (mobile phone)
Symbol (tablet PC)
Description
Call Functions
Appears during
• an incoming call
• an ongoing call
You can switch to the menu
for CTI call functions by
clicking on it.
The menu for CTI call functions shows the communication partners and,
depending on the situation, some of the following buttons:
Symbol
Description
Disconnect
Consultation
Alternate (Toggle/Connect)
Redirect (during an incoming call)
Transfer (during a call)
Conference (phone-controlled)
Related Topics
Related Topics
• Call handling
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Calls
4.3.4.1 How to Redirect a Call
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Redirect.
3) Click Dial.
INFO: As an alternative to dialing manually, you can select the
desired destination via the FavoritesDirectories or Redial list.
4) Enter the phone number in dialable format on the displayed dial pad.
5) Click on the green handset symbol in the displayed dial pad.
Related Topics
Related Topics
• Directories
•
Favorites List
4.3.4.2 How to Dial a Number Manually
Step by Step
1) Click on Manual dialing or on the icon for manual dialing.
2) Enter the phone number in dialable format on the displayed dial pad.
3) Click on the green handset symbol in the displayed dial pad.
Related Topics
Related Topics
• Call Number Formats
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4.3.4.3 How to Redial
Step by Step
1) Click on Redial or on the icon for redialing.
2) Select the desired phone number from the drop-down list of up to ten of the
last dialed numbers.
3) Click Dial.
Related Topics
4.3.4.4 How to Delete a Phone Number from the Redialing List
Step by Step
1) Click on Redial or on the icon for redialing.
2) Select the desired phone number from the drop-down list of up to ten of the
last dialed numbers.
3) Click on the Delete symbol.
Related Topics
4.3.4.5 How to Make a Call from the Directory
Step by Step
1) Click Directories.
2) Click on Personal Contacts, Internal Directory, External Directory,
System directory or All directories.
3) Click on the desired contact.
4) Click on the desired phone number.
Related Topics
Related Topics
• Directories
4.3.4.6 How to Make a Call from a Directory Search
Step by Step
1) Click Directories.
2) If you want to search in only a specific directory, click on the appropriate
directory. Otherwise, all directories are searched.
3) Select one of the following options:
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•
For a text search, enter the search term in the Name or first letter field
and click Search.
•
For an index search, click on the ABC button and then on the appropriate
letter.
4) Click on the desired contact in the hit list.
5) Click on the desired phone number.
Related Topics
Related Topics
• Directories
4.3.4.7 How to Make a Call from the Favorites List
Step by Step
1) If you are using a mobile phone, first click on Favorites.
2) Click on the desired group in Favorites.
3) Click on the desired subscriber.
4) Click on the desired phone number.
Related Topics
Related Topics
• Favorites List
4.3.4.8 How to Make a Call from the Journal
Step by Step
1) Click Journal.
2) Click on the desired folder.
3) Click on the entry for the desired time period.
4) Click on the desired journal entry.
5) Click on the handset symbol.
Related Topics
Related Topics
• Journal
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4.3.4.9 How to Initiate a Consultation Hold
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Consultation.
3) Click Dial.
INFO: As an alternative to dialing manually, you can select the
desired destination via the FavoritesDirectories or Redial list.
4) Enter the phone number in dialable format on the displayed dial pad.
5) Click on the green handset symbol in the displayed dial pad.
Related Topics
Related Topics
• Directories
•
Favorites List
4.3.4.10 How to Alternate between two Parties
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
•
You are talking to one party while holding another party.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Alternate (Toggle/Connect).
Related Topics
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Calls
4.3.4.11 How to Transfer a Call
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
•
You are talking to one party, while the other party is on hold.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Transfer.
3) Click Dial.
INFO: As an alternative to dialing manually, you can select the
desired destination via the FavoritesDirectories or Redial list.
4) Enter the phone number in dialable format on the displayed dial pad.
5) Click on the green handset symbol in the displayed dial pad.
Related Topics
Related Topics
• Directories
•
Favorites List
4.3.4.12 How to Initiate a Conference
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
•
You are talking to one party, while the other party is on hold.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Conference.
Related Topics
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Voicemail
4.3.4.13 How to End a Call
Prerequisites
•
Call handling has been activated.
•
The dialing method Call through, Callback preferred, SIP preferred or
Associated dialing has been configured.
Step by Step
1) Click on the Call Functions icon (if required) to go to the CTI Call Functions
menu.
2) Click Disconnect.
INFO: Alternatively, you can end a call as usual with your mobile
phone or tablet PC.
Related Topics
4.4 Voicemail
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.
INFO: In order to always use myPortal for Mobile with only the
voicemail box of the communication system, you should disable
the mailbox from your mobile carrier.
Folders for Voicemail
myPortal for Desktop organizes voice messages in the following folders:
Symbol
Folder
Inbox
Played
Saved
The number of messages received is shown next to the folder name.
Voicemail functions
The following symbols identify voicemail functions:
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Voicemail
Symbol
Function
Show voicemail details
How to Move a Voice Message
Call sender
Play back voicemail
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
Related Topics
• User Interface Elements
4.4.1 How to Listen to a Voicemail
Prerequisites
•
Your Presence status is Office.
Step by Step
1) Click Voicemail.
2) Click on the desired folder.
3) Click on the desired voicemail.
4) Click on the Play Message symbol.
Next steps
Accept the call from the voicemail box.
Related Topics
4.4.2 How to Call the Sender of a Voice Message
Prerequisites
•
The caller's phone number has been transmitted.
Step by Step
1) Click Voicemail.
2) Click on the desired folder.
3) Click on the desired voicemail.
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Voicemail
4) Click on the Call sender symbol.
Related Topics
4.4.3 How to Delete a Voicemail
Step by Step
1) Click Voicemail.
2) Click on the desired folder.
3) Click on the desired voicemail.
4) Click on das Move Message symbol.
5) Click Delete voicemail.
Related Topics
4.4.4 How to Move a Voice Message
Step by Step
1) Click Voicemail.
2) Click on the desired folder.
3) Click on the desired voicemail.
4) Click on das Move Message symbol.
5) Click on the folder to which you want to move the voice message.
Related Topics
4.4.5 How to Display Details of a Voicemail
You can view the following details about a voicemail:
•
Date
•
Time
•
Length
•
Priority
•
Phone number of the sender (if available)
Step by Step
1) Click Voicemail.
2) Click on the desired folder.
3) Click on the desired voicemail.
4) Click on the View Voicemail Details symbol.
Related Topics
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Configuration
How to Configure the Dialing Method
5 Configuration
You can configure myPortal for Mobile in accordance with your requirements.
INFO: When you make multiple changes under Settings, it is
sufficient to simply click Set just once at the end.
Related Topics
Related Topics
• User Interface Elements
5.1 How to Configure the Dialing Method
Step by Step
1) Click Settings.
2) In the Dial mode drop-down list, select either Call through, Callback
preferred, SIP preferred, Associated dialing or GSM preferred.
3) Click Set.
Related Topics
Related Topics
• Dial mode
5.2 How to Configure Call Handling
NOTICE: When call handling is enabled, high data volumes will
be transmitted over the mobile network.
Step by Step
1) Click Settings.
2) Select one of the following options in the Call handling drop-down list:
•
If you want to enable call handling, select either Only change icon or
Bring to foreground.
•
If you want to disable call handling, select Deactivate.
3) Click Set.
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Configuration
How to Configure the Display Resolution
Related Topics
Related Topics
• Call handling
5.3 How to Configure the Display Resolution
Prerequisites
•
You are using a mobile phone.
The presentation is optimized for a resolution of 320 x 480 (HVGA). Most web
browsers automatically scale the display to the actually available resolution. If the
presentation in your web browser is not satisfactory, you can adjust the resolution
of the web pages of myPortal for Mobile. The following additional resolutions can
be selected: 360 x 640 (nHD) and 240 x 320 (QVGA) pixels.
Step by Step
1) Click Settings.
2) Select the desired resolution in the Display Resolution drop-down list. If in
doubt, note that the horizontal resolution is significant here.
3) Click Set.
Related Topics
Related Topics
• How to Restore the Display
5.4 How to Configure the Number of List Entries per Screen
Step by Step
1) Click Settings.
2) Select the desired number in the List entries per screen drop-down list.
3) Click Set.
Related Topics
5.5 How to Configure the Font Size
Step by Step
1) Click Settings.
2) Select the desired value in the Font size drop-down list.
3) Click Set.
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Configuration
How to Configure the Refresh Interval for the Screen
Related Topics
Related Topics
• How to Restore the Display
5.6 How to Configure the Refresh Interval for the Screen
This option enables the dynamic content in specific menus to be automatically
refreshed.
NOTICE: This setting is only available when call handling is
enabled.
The auto refresh causes high data volumes to be transmitted over
the mobile network.
Step by Step
1) Click Settings.
2) Select the desired value in the Auto Refresh drop-down list.
3) Click Set.
Related Topics
5.7 How to Change the User Interface
Step by Step
1) Click Settings.
2) Select the desired user interface from the Skin drop-down list.
3) Click Set.
4) Exit myPortal for Mobile.
5) Depending on which web browser you are using, select one of the following
options for the change to take effect:
•
Clear the browser cache and close the web browser.
•
Close the web browser, open it again and then clear the cache of your
web browser.
Next steps
Start myPortal for Mobile again.
Related Topics
Related Topics
• How to Exit myPortal for Mobile
•
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Configuration
myPortal Web Services Assistant
5.8 myPortal Web Services Assistant
myPortal Web Services Assistant is the web-based application for special
configuration tasks of myPortal for Mobile by subscribers.
myPortal Web Services Assistant can be used in:
•
the web browser of the PC
•
the web browser of the mobile phone or tablet PC (with reduced ease of use)
myPortal Web Services Assistant is required for the following tasks:
•
Importing Outlook contacts into myPortal for Mobile
•
Deleting imported Outlook contacts
•
Restoring the display on the mobile phone or tablet PC if it becomes
unreadable due to a wrong configuration
myPortal Web Services Assistant offers further configuration options, but these
also available directly in myPortal for Mobile.
Related Topics
5.8.1 How to Start the myPortal Web Services Assistant
Prerequisites
•
You know the Internet address for accessing your communication system with
myPortal Web Services Assistant. If you have any questions, please contact
the administrator of your communication system.
Step by Step
1) Open the Internet address for accessing your communication system with
myPortal Web Services Assistant in the web browser by entering
www.example-for-a-domain.com:8802/admin (encrypted https) or
www.example-for-a-domain.com:8801/admin (unencrypted),
for example.
2) Enter your user name for myPortal for Mobile in the Name field. This is
usually your station number. If you have any questions, please contact the
administrator of your communication system.
3) Enter your password for myPortal for Mobile in the Password field.
4) Click Login.
Related Topics
5.8.2 How to Import Outlook Contacts
Prerequisites
•
Your Outlook contacts contain phone numbers in canonical format.
•
You have started myPortal Web Services Assistant in the web browser of the
PC on which Outlook is running.
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Configuration
myPortal Web Services Assistant
Step by Step
1) Click on Administration > Import Contacts.
2) If you do not want to import Outlook contacts that contain no phone numbers,
select the check box Do not import contacts without phone numbers.
3) Click Start Import.
INFO: Refer to the notes provided in myPortal Web
Services Assistant about security warnings at this point and grant
the appropriate access to perform the import.
Related Topics
Related Topics
• Directories
•
Favorites List
5.8.3 How to Delete Imported Outlook Contacts
Prerequisites
•
You have started myPortal Web Services Assistant.
Step by Step
1) Click on Administration > Delete imported contacts.
2) Click on OK twice.
Related Topics
Related Topics
• Directories
5.8.4 How to Restore the Display
Prerequisites
•
You have started myPortal Web Services Assistant.
Proceed as follows to restore the display on the mobile phone or tablet PC if it is
no longer readable due to a wrong configuration.
Step by Step
1) Click Administration > User Management.
2) Select a suitable setting in the Display resolution drop-down list.
3) Select a suitable setting in the Font size drop-down list.
38
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Configuration
myPortal Web Services Assistant
4) Click Save.
Related Topics
Related Topics
• How to Configure the Display Resolution
•
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How to Configure the Font Size
39
Index
A
introduction 5
absence 16
J
B
journal 20
call 25
sort 20
Break 16
C
call
L
language
user language 34
Lunch 16
answer 25
missed 20
pick up for another subscriber 25
call functions 25
call number format 22, 23, 24
call sender
voicemail 31
CallMe 16
canonical call number format 22
canonical format 23, 24
concept 5
configuration 34
contact 18, 20
Office 16
operating instructions 5
Out of the Office (Away) 16
D
P
dialable call number format 22
dialable format 23, 24
dialing a number 25
directory 18
make call 25
directory (phone book) 18
display conventions 6
E
External directory 18
F
Favorites list
make call 25
favorites list 20
folder
voicemail 31
functions
myPortal for Mobile 5
H
Home 16
I
M
Meeting 16
mobile phone 11
myPortal for Mobile
functions 5
O
personal contact 18
personal directory 18
prerequisites for myPortal for Mobile 10
presence 16
presence status 16
program settings 34
S
search in a directory 18
setup 34
Sick 16
smartphone 11
starting myPortal for Mobile 10
T
tablet PC 11
topics, types 5
U
user interface
elements 7
language 34
user interface elements 7
internal directory 18
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Index
V
Vacation 16
voicemail 31
delete 31
listen to 31
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41
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