myPortal to go
myPortal to go 
User Guide
A31003-P3010-U115-5-7619
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
Copyright © Unify Software and Solutions GmbH & Co. KG 03/2016 
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All rights reserved.
Reference No.: A31003-P3010-U115-5-7619
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
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Contents
Contents
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.1 myPortal to go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2 Types of Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.3 Display Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.1 How to Install myPortal to go (Mobile UC App) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.2 How to Configure myPortal to go (Mobile UC App) for the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.3 How to Create an Icon for myPortal to go (Web Edition) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.4 How to Uninstall myPortal to go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
3 First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.1 User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.1.1 Support of specific Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.2 How to Start myPortal to go (Mobile UC App) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.3 How to Start myPortal to go (Web Edition) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.4 How to Select the User Interface Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.5 How to Enter your Contact Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.6 How to Exit myPortal to go. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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4 Unified Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1 Presence Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.1 How to Check your Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.2 How to Change the Presence Status to Absent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.3 How to Change the Presence Status to Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1.4 How to Change the Visibility of your Presence Status for Others. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2 CallMe Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2.1 How to Enable the CallMe Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3 Directories and Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.1 Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.1.1 How to Search in Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2 Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2.1 How to Add a Contact to the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2.2 How to Delete a Contact from the Favorites List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2.3 How to Rename a Group from the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2.4 How to Delete a Group from the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.2.5 How to Pick up a Call for Another Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.3 Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.3.1 How to Display Details of a Journal Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.3.2 How to Add a Note to a Journal Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.3.3 How to Delete a Journal entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4 Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.1 Call Number Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.2 Dial Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.2.1 How to Set the Dialing Mode (when the Intended Use is Mobility) . . . . . . . . . . . . . . . . . . . . . . . .
4.4.3 Call Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.3.1 How to Dial a Number Manually (using a Dialing Aid). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4.3.2 How to Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Contents
4.4.3.3 How to Make a Call from the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.4.3.4 How to Make a Call from the Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.4.3.5 How to Initiate a Consultation Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.4.3.6 How to Alternate between two Parties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.4.3.7 How to Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.4.3.8 How to Initiate a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.4.3.9 How to Redirect a Call to your Voicemail Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.4.3.10 How to End a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.5 Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.5.1 How to Listen to a Voice Message on the Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4.5.2 How to Call back the Sender of a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4.5.3 How to Delete a Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.5.4 How to Display Details of a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.5.5 Notification Service for New Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.5.5.1 How to Enable or Disable E-mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.6 Text Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4.6.1 How to Send an SMS from the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4.6.2 How to Send an E-mail from the Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4.6.3 How to Send an SMS from a Directory Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
4.6.4 How to Send an E-mail from a Directory Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
5 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
5.1 Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
5.1.1 How to Edit your Contact Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
5.1.2 How to Edit your Login Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
5.2 General Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.2.1 How to Select the User Interface Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.2.2 How to Select the Date Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.2.3 How to Edit the Server Settings (not for Web Edition) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.2.4 How to Change the Operating Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.2.5 How to Enter the Phone Number for the Phone to be Controlled (for a MULAP) . . . . . . . . . . . . . . . . . 44
5.2.6 How to Activate or Deactivate the Offline Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.2.7 How to Synchronize Hook States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.2.8 VoIP in myPortal to go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.2.8.1 How to Enable VoIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
5.2.9 How to Load Contact Images from the Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
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Introduction
myPortal to go
1 Introduction
This documentation is intended for the users of myPortal to go and describes its
installation, operation and configuration.
Related Topics
1.1 myPortal to go
myPortal to go is a powerful unified communications application for smartphones
and tablet PCs. Besides convenient dialing aids via phone directories and
favorites, and information on the presence status of colleagues, it can, for
example, also be used to access voicemails.
myPortal to go is available in three variants:
•
As a Mobile UC App for the Android operating system (version 4.0 or higher)
•
As a Mobile UC App for the Apple iOS operating system (version 6 or higher)
•
As a Web Edition for mobile web browsers with HTML5 support, e.g., for the
Windows Phone (version 8.0 or higher) or BlackBerry (version 10 or higher)
operating systems
Apart from a few exceptions (e.g., access to contact details in the mobile phone),
the scope of features offered is identical for all variants.
myPortal to go supports the following features:
•
Presence status
•
Status-based call forwarding
•
CallMe service (only with UC Suite)
•
Directories
•
Favorites list
•
Journal
•
Search by phone number and name
•
Call Functions
•
One Number Service (ONS)
•
Voicemail
•
Text messages
myPortal to go can be used with both the UC solutions, UC Smart and UC Suite.
Depending on the UC solution and the licenses assigned to you, the scope of the
available features may vary slightly.
myPortal to go supports the following operating modes:
•
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Mobility:
Provides you with unrestricted access to telephony and UC features with
myPortal to go, regardless of your location (including the One Number
Service).
5
Introduction
Types of Topics
•
Desk phone:
Enables you to use myPortal to go for UC features and as a convenient dialing
aid for your office phone (without the One Number Service).
Other features can be used with the UC clients (e.g., myPortal Smart or
myPortal for Desktop)
myPortal to go sets up an encrypted connection (https) to the UC server of the
communication system. If the connection is interrupted (offline mode), you can
still select and dial cached entries from the journal and the favorites list via GSM
and perform GSM dialing manually.
Related Topics
1.2 Types of Topics
The types of topics include concepts and tasks:
Type of topic
Description
Concept
Explains the "What" and provides an
overview of context and background
information for specific features, etc.
Task (operating instructions)
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
1.3 Display Conventions
This documentation uses a variety of methods to present different types of
information.
Type of information
Presentation
Example
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>
Related Topics
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Installation
How to Install myPortal to go (Mobile UC App)
2 Installation
myPortal to go is installed in the Mobile UC App variant as an application (Mobile
UC App) on your Smartphone and then configured. For the myPortal to go Web
Edition, only the link needs to be saved as a favorite in the web browser.
Optionally, the link can be added as an icon on the home screen. Both variants
support automatic updates.
For the myPortal to go Mobile UC App variant, the installation and automatic
updates are offered via the usual mechanisms of the Google Play Store or Apple
App Store. With the myPortal to go Web Edition, the available updates, if any, are
offered on opening the link.
INFO: It is strongly recommended to install the offered updates
for myPortal to go as soon as possible.
Related Topics
2.1 How to Install myPortal to go (Mobile UC App)
Prerequisites
•
An Android (Version 4.0 or higher) or iOS (Version 6 or higher) or higher
operating system is installed on your smartphone.
•
There is a connection to the Internet.
Step by Step
1) Start the Google Play Store (Android) App Store (iOS).
2) Look for the app myPortal to go.
3) Tap on Install and accept any terms and conditions that may be displayed.
Next steps
After the installation is complete, restart myPortal to go for the first time.
Related Topics
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7
Installation
How to Configure myPortal to go (Mobile UC App) for the First Time
2.2 How to Configure myPortal to go (Mobile UC App) for the First Time
Prerequisites
•
myPortal to go is installed on your Smartphone.
•
The administrator of your communication system has set you up for the use
of myPortal to go.
•
You have received the User name (call number), Password, IP address of
your server, IP port of your server and Additional URL of your server
from your administrator.
Step by Step
1) Navigate to your applications (using the Applications icon, for example) and
open the folder.
2) Tap on the application myPortal to go.
3) Read the terms of the license and confirm the license agreement with Accept.
4) Enter the login credentials:
a) Enter the user name that you received from the administrator, e.g., your
internal phone number, in the User name field.
b) Enter the password that you received from your administrator in the
Password field.
INFO: 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.
c) Tap on Next.
5) Enter the WAN server address data (for WAN access to the UC Server):
a) In the field IP address of your server, enter the IP address or name of
the UC Server that you received from the administrator.
b) In the field IP port of your server, enter the port number of the UC Server
that you received from the administrator.
c) In the optional field Additional URL of your server, enter the additional
URL of the UC Server if one was provided to you by the administrator.
d) Tap on Next.
6) Enter the LAN server address data (for LAN access to the UC Server):
a) In the field IP address of your server, enter the IP address or name of
the UC Server that you received from the administrator.
b) In the field IP port of your server, enter the port number of the UC Server
that you received from the administrator.
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Installation
How to Create an Icon for myPortal to go (Web Edition)
c) In the optional field Additional URL of your server, enter the additional
URL of the UC Server if one was provided to you by the administrator.
d) Tap on Next.
7) Select the intended use (i.e., the operating mode):
a) Select Desk phone if you want to use myPortal to go for UC features and
as a convenient dialing aid for your office phone.
b) Select Mobility if you want to have unrestricted access to the telephony
and UC features with myPortal to go, regardless of your location. In this
mode, a prompt for the dial mode (Callback preferred or Call through
preferred; see Dial Mode for an explanation) then appears.
c) Tap on Next.
8) Then check the configured values again in the Server settings window.
9) Make sure that the check box Offline - Running in online mode is selected.
Related Topics
2.3 How to Create an Icon for myPortal to go (Web Edition)
Prerequisites
•
You know the Internet address for accessing your communication system or
the UC server with myPortal to go. If you have any questions, please contact
your administrator.
•
The administrator has set up port forwarding from external TCP/443 to
internal TCP/8802 (https) or TCP/8801 (http) in the router of the internal
network
The icon to be created on the home page of your smartphone or tablet PC is
intended as a shortcut to easily start myPortal to go.
Step by Step
›
Create a bookmark on the home page of your mobile phone with the Internet
address for accessing your communication system or the UC server with
myPortal to go. Please also read the manufacturer's instructions carefully for
the specific procedure to be followed on your smartphone or tablet PC and
web browser.
a) Open the appropriate URL in the mobile web browser:
Access
Connection
link
myPortal to go https,
https://www.example-for-a-domain.com:8802/
(Web Edition) encrypted
togo
(recommend
ed)
myPortal to go http,
http://www.example-for-a-domain.com:8801/togo
(Web Edition) unencrypted
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Installation
How to Uninstall myPortal to go
INFO: For safety reasons, we strongly recommend using only
encrypted connections (HTTPS). The specified port numbers may
vary for external access. Please check this with your
administrator.
b) Press +.
c) Select Add to Home Screen.
Related Topics
2.4 How to Uninstall myPortal to go
INFO: All stored configuration data will be deleted.
Step by Step
1) For mobile UC Mobile app with Android (version 4.0 or higher):
a) Tap on the More menu button.
b) Tap Exit. myPortal to go will be terminated immediately.
c) You can uninstall myPortal to go under Android as usual.
2) For mobile UC mobile app with iOS (version 6 or higher):
a) Close the application exactly as you are used to for other applications.
b) You can uninstall myPortal to go under iOS as usual.
3) For Web Edition:
a) Delete the link saved in the browser as a favorite; the link can be
optionally added as an icon on the home screen.
b) If the link has also been added as an icon on the home screen, delete the
icon from the home screen.
c) Delete the browsing history and the web page memory in the browser
settings.
d) Close the browser.
Related Topics
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First Steps
User Interface
3 First Steps
The First Steps describe the user interface and the recommended actions to be
taken right at the beginning.
Related Topics
3.1 User Interface
MyPortal to go user interface has been designed to dynamically adapt to mobile
devices with different screen sizes and display resolutions, such as tablet
devices, phablets and mobile phones. The user interface of myPortal to go
consists of several areas, such as the header line, the main window, the menu bar
and the favorites list area.
These areas are dynamically rearranged according to the screen size and
resolution in the following layouts:
•
One-column layout: All user interface areas are arranged in one column.
•
Two-column layout: The user interface areas are arranged in two columns
(menu bar and main window).
•
Three-column layout: The user interface areas are arranged in three columns
(menu bar, main window and favorites).
User Interface Areas
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First Steps
User Interface
1
Header Line
The header consists of the following elements:
• Go to Previous Page symbol:
Back to last page viewed
• Title:
Title of the current menu
• Search symbol:
Opens an input field for the search by phone numbers or names
(in the single column layout)
2
Main window
The content of the main window depends on the selected menu button.
3
Menu bar
The menu bar contains the following menu buttons:
• My status:
Display and change the presence status.
• Favorites:
Display the Favorites set up by the user, sorted by Favorites groups in
the single and two-column layouts. (In the three-column layout, the
Favorites list area appears in the main window as a new column).
• Dialing:
Initiate manual call or callback. Offers more CTI functions during the call
(e.g., to initiate a conference or forward a call).
• Journals:
Display journals and voice messages.
• More:
Access to additional features and the configuration of myPortal to go.
4
Favorites:
Display the Favorites set up by the user, sorted by Favorites groups in the
three-column layout. (In the single column and the two-column layouts, the
Favorites List is displayed as part of the menu bar).
User Interface Layouts
One-column layout (used on mobile phones):
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First Steps
User Interface
Two-column layout: (used on some phablets)
•
Web view resolution: > 400 pixel (horizontal and vertical).
•
The menu bar appears on the left and the main window is displayed on the
right.
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First Steps
User Interface
Three-column layout (used on tablets):
•
Web view resolution: > 750 pixel (horizonrs on the left, the main window is
displayed in the middle and the favorites appear on tal) and > 400 (vertical)
•
The menu bar appeathe right.
Related Topics
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First Steps
How to Start myPortal to go (Mobile UC App)
3.1.1 Support of specific Devices
Device specific features are also supported for certain devices. Maxwell 10 is
used as an example for 3rd party Android based touch phone devices whith a
handset. In general, myPortal to go VoIP support for such devices idepends on
the handset integration into the Android environment. In addition to the general
tablet features of Maxwell 10, the following device specific features are also
supported.
•
Handset support with off hook / on hook detection for wired handset or
wireless DECT handset.
•
Screen-saver deactivation on incoming calls.
•
Optimized user interface scaling.
Related Topics
3.2 How to Start myPortal to go (Mobile UC App)
Prerequisites
•
You have already configured myPortal to go for the first time.
Step by Step
1) Navigate to your applications (using the Applications icon, for example) and
open the folder.
2) Tap on the application myPortal to go.
Related Topics
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First Steps
How to Start myPortal to go (Web Edition)
3.3 How to Start myPortal to go (Web Edition)
Prerequisites
•
The administrator of your communication system has configured access with
myPortal to go for you.
•
You have created an entry for myPortal to go 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.
Step by Step
1) Open myPortal to go via your Favorites list or by using the icon on the home
page of your mobile phone or tablet PC.
INFO: Your user name and password are stored in the web
browser. 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.
Private (incognito) browsing must not be enabled in the web
browser.
2) Enter the User Name and Password.
INFO: The user name and password are the same for all UC
clients. For the UC Suite, the User Name must match the call
number (default).
If the wrong password is entered five times, your access will be
locked temporarily. A login will only be possible again after a
period of 15 minutes.
Related Topics
3.4 How to Select the User Interface Language
Step by Step
1) Tap on the More menu button.
2) Tap on Appearance.
3) Select your language. The user interface is immediately switched to your
language.
Related Topics
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First Steps
How to Enter your Contact Data
3.5 How to Enter your Contact Data
Contact data can be entered with myPortal to go only in combination with the UC
solution UC Smart; with UC Suite, the contact data is taken over from the UC
Server.
Step by Step
1) Tap on the More menu button.
2) Tap on My Profile.
3) Tap in the Contact data area on Mobile phone number. Enter your mobile
phone number in canonical format (e.g., +491721234567) and tap on OK.
4) Tap in the Contact data area on E-mail address. Enter your e-mail address
and tap on OK.
5) Tap in the Contact data area on External phone number. Enter your eternal
phone number (e.g., for your for Home Office) in canonical format (e.g.,
+4989987654332) and tap on OK.
Related Topics
3.6 How to Exit myPortal to go
Prerequisites
•
myPortal to go is started.
Step by Step
1) For mobile UC app with Android (version 4.0 or higher):
a) Tap on the More menu button.
b) Tap Exit. myPortal to go will be terminated immediately.
2) For mobile UC app with IOS (version 6 or higher):
a) Close the application exactly as you are used to for other applications.
3) For Web Edition:
a) Close the browser window.
Related Topics
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Unified Communications
Presence Status
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
The Presence status indicates the availability of internal subscribers and mobile
users in the Favorites list, the internal directory and through voicemail
announcements.
You can change your presence status in myPortal to go, in the phone menu of the
voicemail box (Voicemail), with myPortal for OpenStage and in other UC clients.
For every change in the presence status (except for Office), you also define the
scheduled time of your return to the Office status. In addition, you can define the
destination to which the calls are to be forwarded.
The following symbols are available for the presence status:
Symbol
Presence status
Availability
Office
Available - optional: status-based call
forwarding (e.g., for home office)
Meeting
Absent – optional: status-based call
forwarding
Sick
Absent – optional: status-based call
forwarding
Break
Absent – optional: status-based call
forwarding
Gone Out
Absent – optional: status-based call
forwarding
Vacation
Absent – optional: status-based call
forwarding
Lunch
Absent – optional: status-based call
forwarding
Gone Home
Absent – optional: status-based call
forwarding
Do Not Disturb
Absent
Presence status is not visible
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Unified Communications
Presence Status
The following additional symbols for the connection status appear in the Favorites
list and in the internal directory for subscribers:
Symbol
Connection status
Subscriber receives an internal call
Subscriber receives an external call
Subscriber is calling
The subscriber is on the phone (internal)
The subscriber is on the phone (external)
Status-based Call Forwarding
Status-based call forwarding enables you to forward calls to your voicemail box
or a special phone number based on your presence status, for example, to your
mobile phone if you are out of the office or to your delegated representative during
your vacation.
You can configure status-based call forwarding for every presence status except
Do Not Disturb. In this case, the communication system redirects your incoming
calls to the configured forwarding destination (by default, your voicemail box) and
notifies the callers via status-based announcements about the nature of your
absence and possibly the scheduled date and time of your return.
If you do not have a personal voicemail box, you can also forward the calls to a
group mailbox or a system mailbox. myPortal to go does not provide direct access
to group mailboxes. You can, however, have these voicemails delivered to you via
the Voicemail to e-mail feature (see Notification Service for New Messages).
For each presence status, the type or number of the forwarding destination is
displayed under My status.
In combination with the UC solution UC Suite, myPortal to go takes over the
respective status-based call forwarding for each presence status in accordance
with what was configured with the UC Suite client (myPortal for Desktop or
myPortal for Outlook). Changes to the call forwarding destinations can only be
made in the UC Suite client.
Visibility of your Presence Status
You can specify who is to be notified about your presence status other than Office
(as well as the scheduled time of your return and any info text you have entered)
via a display in the UC client (e.g., UC Smart) or via automatic voicemail
announcements:
•
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internally and externally
Visible to both internal subscribers (display in UC client and voicemail
announcements) as well as external callers (voicemail announcements)
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Unified Communications
Presence Status
•
internal
Visible only to internal subscribers (display in UC client and voicemail
announcements)
•
not visible
Not visible to all others
After the scheduled time for your return has passed, the announcement of this
time is dropped. Your presence status remains unchanged.
Related Topics
4.1.1 How to Check your Presence Status
Step by Step
›
Tap on the My status menu button. The line of your currently set presence
status is highlighted.
Related Topics
4.1.2 How to Change the Presence Status to Absent
Step by Step
1) Tap on the My status menu button.
2) Tap on one of the desired presence status (Meeting, Sick, Break, Out of the
Office, Vacation, Lunch, At home or Do not disturb).
3) If you want to change the default call forwarding:
•
If you want to enable status-based call forwarding to a previously defined
destination, tap on the right arrow icon under Calls will be forwarded to
and select the desired forwarding destination (Voicemail, Mobile or
External).
•
If you want to enable status-based call forwarding to some other
destination, tap on the circular X icon under Calls will be forwarded to
and then enter the desired call number as the forwarding destination in
canonical format (e.g., + 4989700798765) in the field.
•
Tap on OK.
4) If you want to set a return date and time:
•
Tap on Enter your return date & time.
•
Select the date and time and then tap OK.
INFO: With UC Suite, a return date and time must be specified
for all states except Office.
5) If you want to specify an info text for the Presence status, enter it in the Note
text field.
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Unified Communications
CallMe Service
6) Tap on OK.
Related Topics
4.1.3 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 office telephone.
Step by Step
1) Tap on the My status menu button.
2) Tap on Office.
3) If you want to specify an info text for the Presence status, enter it in the Note
text field.
Related Topics
4.1.4 How to Change the Visibility of your Presence Status for Others
Step by Step
1) Tap on the More menu button.
2) Tap on My Profile.
3) Tap on Presence visibility.
4) Select one of the following options:
•
If you want to make your presence status invisible to all subscribers, tap
on Not visible.
•
If you want to make your presence status visible to both internal
subscribers in the same node as well as external callers, tap on Internally
and externally visible.
•
If you want to make your presence status visible to internal subscribers
only, tap on Internally.
Related Topics
4.2 CallMe Service
The CallMe service can be used to define any phone at an alternative workplace
as the CallMe destination at which you can be reached through your own internal
phone number. You can make use it to also outgoing calls from the CallMe
destination.
INFO: This feature is only available with the UC solution UC
Suite.
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Unified Communications
Directories and Journal
Inbound Calls
Inbound calls to your internal phone number are forwarded to your CallMe
destination. Your internal phone number is displayed to the caller. Unanswered
calls are forwarded to the voicemail box after 60 seconds.
Outbound Calls
For outbound calls, the communication system sets up two connections. It first
calls you at your 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).
If the intended use is set to Desk phone, no dialing can be performed with
myPortal to go with CallMe enabled. If the intended use is set to Mobility, calls
will be conducted with the set dialing mode on the mobile phone, regardless of
the CallMe service.
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
4.2.1 How to Enable the CallMe Service
Prerequisites
•
You are working with the UC solution UC Suite.
Step by Step
1) Tap on My status.
2) Tap on Office.
3) Enter the CallMe Target phone number in canonical or dialable format.
4) If you want to specify an info text for the Presence status, enter it in the text
field.
Related Topics
4.3 Directories and Journal
Directories, the Favorites List and the Journal organize contacts and calls.
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Unified Communications
Directories and Journal
Related Topics
4.3.1 Directories
Directories contain your contacts. You can search the directory by phone number
or by name. Contacts can be added to Favorites list (only with the UC solution UC
Smart).
myPortal for go offers the following directories:
•
Personal contacts
The personal contacts directory shows the personal contacts of the UC client
myPortal Smart. The personal contacts can be maintained with myPortal
Smart or by using an Outlook Import via the Web Service Assistant.
•
Internal directory
Contains internal subscribers and groups with their presence status and their
possible additional phone numbers. The "Display in Directory" feature must
be enabled in the communication system for this purpose.
•
External directory (UC Suite)
Contains the contacts from the external directory of UC Suite.
•
System directory
Contains all speed-dial destinations of the communication system.
•
Mobile directory (not for myPortal to go Web Edition)
Contains all the contacts entered at your smartphone.
The contents of the directories can only be accessed via a search.
INFO: External phone numbers in directories must always be
entered in canonical format (e.g., +4989700798765), including
internal/ external directory and personal contacts.
Contact Details
The List view of contacts shows the following details in the search results:
•
Picture (if present)
•
Presence status (only for internal subscribers), possibly with the scheduled
time of return and info text
•
Name
Clicking on a contact or a hit in the quick search may show the following details:
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Unified Communications
Directories and Journal
Symbol
Meaning
Internal call number, Office number
Mobile number
External phone number (e.g., Home Office phone number)
E-mail address
Mobile phone number for SMS
Adds the contact to the favorites list
Only the name and number are available in the system directory.
Quick Search
You can search directories by name or by the initial letters in a name.
Directories in Offline Mode
Only the local contacts of the smartphone (mobile contacts directory) are
available in offline mode.
Related Topics
4.3.1.1 How to Search in Directories
Step by Step
1) Tap on the search symbol in the header row.
2) Enter the first letters of a name in the input field.
A list of matching entries is displayed (instant search).
3) Tap on the desired entry to call the contact.
4) Alternatively, tap “All results (full search)” to perform a full search:
a) Tap on an entry in the full search result list to see details of the contact
and further options, e.g. e-mail.
INFO: Full search is performed in the personal, internal, system
and mobile directories.
Related Topics
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Unified Communications
Directories and Journal
4.3.2 Favorites List
The Favorites List shows you all the contacts you have configured as favorites at
a glance. These contacts can also be called very easily directly from the Favorites
list.
The Favorites list manages contacts in groups.
With the UC solution UC Smart, you can edit your Favorites list, i.e. add or delete
contacts and delete and rename groups. In addition, you can add contacts from
the directories to your Favorites list. With the UC solution UC Suite, you cannot
edit the Favorites list; thus, adding or deleting contacts, call deletion and goup
renaming can be performed only via the UC Suite clients (e.g., myPortal for
Desktop).
All internal subscribers that were copied over from the internal directory into the
Favorites List can be seen with their respective presence status and connection
status (in online mode).
The Favorites List also displays the hook status of status of internal users if
available. Supported states:
•
When VoIP is registered and/or
•
When the application is configured to run in desk phone mode
Picked up calls can have one of the following states:
Bar
Symbol
Activity
Status
Type of call
Blinking
Ringing
Internal
On
Busy
Internal
Blinking
Ringing
External
On
Busy
External
Related Topics
4.3.2.1 How to Add a Contact to the Favorites List
Prerequisites
•
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You have searched for the desired contact in directories.
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Unified Communications
Directories and Journal
Step by Step
1) Tap on the desired contact in the relevant directory.
2) In the contact, tap on Add to favorites.
3) Select one of the following options for the group to which the contact is to be
added:
•
Select an existing group in the drop-down list.
•
Enter a new group name in the input field.
4) Tap on OK.
Related Topics
4.3.2.2 How to Delete a Contact from the Favorites List
Step by Step
1) Tap on the Favorites menu button.
2) Tap on the relevant group to expand the associated entries.
3) Tap on the contact to be deleted.
4) In the contact, tap on Delete from favorites.
5) Tap on OK.
Related Topics
4.3.2.3 How to Rename a Group from the Favorites List
Step by Step
1) Tap on the Favorites menu button.
2) Tap in the relevant group on the Edit symbol.
3) Tap on Rename Group.
4) In the next window, change the name of the favorites group
5) Tap on OK.
Related Topics
4.3.2.4 How to Delete a Group from the Favorites List
Step by Step
1) Tap on the Favorites menu button.
2) Tap in the relevant group on the Edit symbol.
3) Tap on Delete group.
4) Tap on OK.
Related Topics
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Unified Communications
Directories and Journal
4.3.2.5 How to Pick up a Call for Another Subscriber
Prerequisites
•
The Favorites List area is displayed.
•
A favorite contact is ringing
Step by Step
1) Under the Favorites List, tap on the subscriber being called.
2) Tap on Call Pickup.
You have picked up the call for this contact.
Related Topics
4.3.3 Journal
The Journal is the list of all your inbound and outbound calls and all incoming
voice messages. You can use it to quickly and easily call your contacts again or
to respond to missed calls.
Filter
The following filters can be applied through the filter function in the header:
Symbol
Filter
Open calls
(only with the UC solution UC Smart)
List of all incoming and outgoing calls that were not
completed.
The entry is deleted from this list if the call was
successfully completed. Calls that have not yet been
completed can be marked as completed and thus
deleted from this list.
New entries
List of all new incoming calls not completed as well as a
list of all unheard voice messages.
After this list has been called up once, the entries are
deleted the next time. Exception: voice messages
remain in the list until they have been retrieved and
played.
All entries
List of all incoming and outgoing calls and all incoming
voice messages.
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Unified Communications
Directories and Journal
Symbol
Filter
Missed calls
List of all incoming and outgoing calls that were not
completed.
Answered calls
List of all incoming and outgoing calls that were
completed.
Voicemail (see Voicemail)
List of all incoming voice messages.
Identification of Journal Entries
The entries are identified as follows:
Symbol
Folder
Inbound call - Answered
Inbound call - No answer
Inbound call to a group - Answered
Inbound call to a group - not accepted
Inbound call, forwarded or transferred
Outbound call - Answered
Outgoing call - No answer
Outgoing call to a group - Answered
Outgoing call to a group - No answer
Journal Details
The journal details include the date, time and duration of each call, as well as the
phone number, if detected. If a journal entry contains more information than the
phone number such as the last name and first name, for example, these are also
displayed. If a call was redirected to another subscriber (e.g., because he or she
picked up your call), this will be shown to you via a message text (e.g., Picked up
by ...). A pencil symbol on the right indicates a note.
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Unified Communications
Calls
Notes
You can add a note to a journal entry, e.g., "discuss plan B".
Journal in Offline Mode
In offline mode, new entries cannot be displayed. All entries since the last
connection to the UC Server will no longer be updated. Journal entries can be
called back only if a mobile phone number is stored.
Related Topics
4.3.3.1 How to Display Details of a Journal Entry
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the desired filter.
3) Tap on the desired journal entry.
Related Topics
4.3.3.2 How to Add a Note to a Journal Entry
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the desired filter.
3) Tap on the desired journal entry.
4) Enter your notes in the Note field.
Related Topics
4.3.3.3 How to Delete a Journal entry
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the desired filter.
3) Tap on the desired journal entry.
4) In the entry, tap on Delete.
Related Topics
4.4 Calls
A number of convenient features such as calling from a directory, favorites list or
journal are available for making calls.
Related Topics
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Unified Communications
Calls
4.4.1 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 system telephone • 0700798765 (own local network)
in your office, always with the
• 0089700798765 (external local
trunk access code.
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 (dialable format) for the
CallMe service (UC Suite) in UC clients.
INFO: For calls within the USA via CSTA to a number in canonical
format, phone numbers are converted to the dialable format.
Related Topics
4.4.2 Dial Mode
Depending on the setting for the intended use (Mobility or desk phone), different
dialing modes can be set for outgoing calls.
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Calls
Dialing Mode with Intended Use set to Mobility
Dial mode
Call through
preferred
Description
• The system sets up the connection to your smartphone 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 Smartphone 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
In offline mode (only for Mobility), dialing always occurs via GSM.
In mobility callback should change manually during the call the active application
from MyPortal ToGo to the dialpad of the device and send the dtmf signals from
there. Then the user has to go back again manually to MyPortal ToGo.
Dialing Mode with Intended Use set to Desk Phone
Dial mode
Associated dialing
Description
• The app controls the connection setup for your desk phone
• CTI call functions available
• If a SIP phone or a SIP softclient is controlled via associated
dialing, some CTI call functions such as consultation holds and
conferencing are not available.
The dialing mode cannot be selected when the intended use is set to Desk Phone.
Dialing always occurs for the assigned desk phone.
Related Topics
4.4.2.1 How to Set the Dialing Mode (when the Intended Use is Mobility)
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
3) Tap on Dial Mode.
4) Tap on either Call through preferred or Callback preferred.
Related Topics
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Unified Communications
Calls
4.4.3 Call Functions
You can control call functions with myPortal to go. You can also dial phone
numbers directly from the Journal, the Favorites list or a directory. Each phone
number can be transferred to the phone dialer (Dialpad) with a long tap.
Call Functions
Using call functions, you can access the features of your communication system.
During a call, buttons for call functions will be displayed.
Information and possibly a picture of the caller are displayed together with some
of the following buttons, depending on the situation:
Symbol
Description
Disconnect
Consultation
Alternate (Toggle/Connect)
Redirect (during an incoming call)
Transfer (during a call)
Conference (phone-controlled)
Voicemail
Controlling a SIP phone
The following call functions are not available when a controlling a SIP phone:
•
Consultation
•
Toggle/Connect
•
Transfer
•
Conference
Related Topics
4.4.3.1 How to Dial a Number Manually (using a Dialing Aid)
Step by Step
1) Tap on the Dial button.
2) Tap the field below the header row and enter the desired number in dialable
or canonical format and press OK.
The last 10 phone numbers dialed are stored for redialing in the drop-down list for
phone numbers.
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Related Topics
4.4.3.2 How to Redial
Step by Step
1) Tap on the Dial button.
2) Tap on the Dial header row. This will open the redial list.
3) Tap on the desired number in the redial list.
Related Topics
4.4.3.3 How to Make a Call from the Favorites List
Step by Step
1) Tap on the Favorites menu button.
2) Tap on the relevant group to expand the associated entries.
3) Tap on the desired entry in the Favorites list.
4) Tap in the entry in the Favorites list on the desired station number.
Related Topics
4.4.3.4 How to Make a Call from the Journal
Step by Step
1) Tap on the Journals menu button.
2) Tap on the desired folder.
3) Tap on the desired journal entry.
4) Tap in the journal entry on the desired station number.
Related Topics
4.4.3.5 How to Initiate a Consultation Hold
During a call, you can initiate a consultation call with another subscriber.
Step by Step
1) Tap on Consultation.
2) Enter the phone number in dialable format or in canonical format and tap on
Dial.
INFO: As an alternative to dialing manually, you can select the
desired destination via Redial, Favorites, Directories or
Journal.
Related Topics
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Unified Communications
Calls
4.4.3.6 How to Alternate between two Parties
Prerequisites
•
You are talking to one party, while keeping another party on hold, e.g., during
a consultation.
›
Tap on Toggle/Connect to switch from one user to another.
Step by Step
Related Topics
4.4.3.7 How to Transfer a Call
Prerequisites
•
You are talking to one party, while the other party is on hold.
›
Tap on Transfer.
Step by Step
Related Topics
4.4.3.8 How to Initiate a Conference
Prerequisites
•
You are talking to one party, while the other party is on hold.
›
Tap on Conference.
Step by Step
Related Topics
4.4.3.9 How to Redirect a Call to your Voicemail Box
If you do not want to answer an incoming call personally, you can redirect it to your
voicemail box.
Step by Step
›
Tap on Voicemail.
Related Topics
4.4.3.10 How to End a Call
Step by Step
›
Tap on Disconnect.
Related Topics
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Unified Communications
Voicemail
4.5 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 there is at least one new voicemail, the number of voicemails is
displayed within the Voicemail menu button.
INFO: In order to always use myPortal to go with only the
voicemail box of the communication system, you should disable
the mailbox from your mobile carrier.
INFO: Listening of voicemail is only possible if your wireless
service provider supports the parallel transmission of data and
voice. If this is not the case, you can be notified about new voice
messages by email. The voice message is attached to the email
as an audio file.
Filter
myPortal go organizes voicemails under the Journals menu button. You can set
the Voicemail filter via the filter function in the header row.
Symbol
Filter
Voicemail
The number of messages contained in the folder is shown next to the Voice
Messages filter. On reaching the maximum number of voicemails, you can only
receive further messages after deleting a voicemail. The maximum number of
voicemails can be configured by the administrator.
Played voice messages are deleted after 30 days by default.
Identification of Voicemails
The entries are identified as follows:
Symbol
Description
New voice message
Played voice message
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Unified Communications
Voicemail
Voicemails in Offline Mode
In offline mode, only the voice messages that were synchronized at the last
connection to the UC Server can be displayed. Current voice messages can be
retrieved via a GSM call directly to the voicemail box of the communication
system (via the Telephone User Interface).
Related Topics
4.5.1 How to Listen to a Voice Message on the Phone
Prerequisites
•
Your presence status is Office.
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the Voicemail filter.
3) Tap on the desired voicemail.
4) Tap Play via ....
5) You have the following options:
a) If you select Mobile callback, your smartphone is called and the
message is played back to you on the smartphone.
b) If you select Desk phone, your office telephone is called, and the
message is played back on the office phone (e.g., with the intended use
set to "Desk phone").
c) If you select External phone number, your external phone number is
called, and the message is played back at the phone with the external
number (e.g., Home Office).
INFO: Listening to voicemail is only possible through your own
phone number or any additional numbers you have specified.
Listening to voicemail via external numbers is only possible if your
administrator has configured this in the system.
6) Tap on Play voicemail.
Related Topics
4.5.2 How to Call back the Sender of a Voicemail
Prerequisites
•
36
The caller's phone number has been transmitted.
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Voicemail
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the Voicemail filter.
3) Tap on the desired voicemail.
4) Tap on the desired number of the voicemail sender.
Related Topics
4.5.3 How to Delete a Voicemail
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the Voicemail filter.
3) Tap on the desired voicemail.
4) Tap on Delete followed by OK.
Related Topics
4.5.4 How to Display Details of a Voicemail
Step by Step
1) Tap on the Journals menu button.
2) Tap on the header and set the Voicemail filter.
3) Tap on the desired voicemail to display the details.
Related Topics
4.5.5 Notification Service for New Messages
The communication system can optionally notify you about a new voicemail by email.
INFO: This feature is only available with the UC solution UC
Smart.
Prerequisites for the Notification Service
•
The delivery of e-mails (e-mail forwarding) has been configured in the
communication system.
•
The user's e-mail address must be known to the communications system,
e.g.:
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by importing the e-mail addresses via an XML file during the initial
installation of the communication system
–
by manual entry into myPortal to go
37
Unified Communications
Text Messages
•
You have been assigned a voicemail and a UC license.
•
An application for receiving e-mail is installed on your smartphone.
•
You have enabled the Voicemail to e-mail feature in myPortal to go under
your profile settings.
The myPortal to go user receives an e-mail with the voicemail as an attached
WAV file (16 bit, mono), together with the date and time of receipt, duration of the
voicemail and, if available, the phone number and name of the sender. The
corresponding address is used as the sender. The language of the e-mail is the
same as the one configured for voicemail.
Related Topics
4.5.5.1 How to Enable or Disable E-mail Notifications
Prerequisites
•
The delivery of e-mails (e-mail forwarding) has been configured in the
communication system.
•
An application for receiving e-mail is installed on your smartphone.
•
Your e-mail address is stored in your contact data.
Step by Step
1) Tap on the More menu button.
2) Tap My profile.
3) Select one of the following options:
•
If you want to enable the e-mail notification, select the check box Send
voice messages via e-mail under Voicemail to e-mail.
•
If you want to disable the e-mail notification, clear the check box Send
voice messages via e-mail under Voicemail to e-mail.
Related Topics
4.6 Text Messages
You can send an SMS or an e-mail to the contacts in the favorites list and the
directories.
To send an SMS, a mobile phone number must be stored in the contact and an
application for sending SMS must be installed on your smartphone.
To send an e-mail, an e-mail address must be stored in the contact, an application
for sending e-mail must be installed on the smartphone, and an e-mail account
must be set up.
Related Topics
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Text Messages
4.6.1 How to Send an SMS from the Favorites List
Prerequisites
•
A mobile number has been stored for the contact.
•
An application for sending SMS is installed on the smartphone.
Step by Step
1) Tap on the Favorites menu button.
2) Tap on the relevant group to expand the associated entries.
3) Tap on the desired entry in the Favorites list.
4) Tap in the Favorites entry on the SMS symbol. The locally installed application
for sending SMS opens.
INFO: If multiple applications for sending SMS are installed, you
will receive a selection list.
5) Write and send the SMS with your application.
Related Topics
4.6.2 How to Send an E-mail from the Favorites List
Prerequisites
•
An e-mail address has been stored for the contact.
•
An application for sending e-Mail is installed on the Smartphone, and an email account has been set up.
Step by Step
1) Tap on the Favorites menu button.
2) Tap on the relevant group to expand the associated entries.
3) Tap on the desired entry in the Favorites list.
4) Tap in the Favorites entry on the E-mail symbol. The locally installed
application for sending e-mail opens.
INFO: If multiple applications for sending e-mail are installed, you
will receive a selection list.
5) Write and send the e-mail with your application.
Related Topics
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Unified Communications
Text Messages
4.6.3 How to Send an SMS from a Directory Search
Prerequisites
•
A mobile number has been stored for the contact.
•
An application for sending SMS is installed on the smartphone.
Step by Step
1) Tap on the Journals menu button.
2) Tap on the search symbol in the header row.
3) Enter the first letters of a name in the input field.
A list of matching entries is displayed.
4) Tap on the desired contact.
5) Tap in the contact on the SMS symbol. The locally installed application for
sending SMS opens.
INFO: If multiple applications for sending SMS are installed, you
will receive a selection list.
6) Write and send the SMS with your application.
Related Topics
4.6.4 How to Send an E-mail from a Directory Search
Prerequisites
•
An e-mail address has been stored for the contact.
•
An application for sending e-Mail is installed on the Smartphone, and an email account has been set up.
Step by Step
1) Tap on the Journals menu button.
2) Tap on the search symbol in the header row.
3) Enter the first letters of a name in the input field.
A list of matching entries is displayed.
4) Tap on the desired contact.
5) Tap in the contact on the E-mail symbol. The locally installed application for
sending e-mail opens.
INFO: If multiple applications for sending e-mail are installed, you
will receive a selection list.
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6) Write and send the e-mail with your application.
Related Topics
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Configuration
Personal Preferences
5 Configuration
You can configure myPortal to go in accordance with your requirements. Some
configuration tasks require UC Smart Assistant.
Related Topics
5.1 Personal Preferences
You can enter your personal contact data for myPortal to go such as your e-mail
address, mobile phone number or an additional phone number (e.g., for your
Home Office).
With the UC solution UC Suite, the contact details are transferred from the UC
server and cannot be changed with myPortal to go.
Related Topics
5.1.1 How to Edit your Contact Data
Step by Step
1) Tap on the More menu button.
2) Tap on My Profile.
3) Tap in the Contact data area on Mobile phone number. Enter your mobile
phone number in canonical format (e.g., +491721234567) and tap on OK.
4) Tap in the Contact data area on E-mail address. Enter your e-mail address
and tap on OK.
5) Tap in the Contact data area on External phone number. Enter your eternal
phone number (e.g., for your for Home Office) in canonical format (e.g.,
+4989987654332) and tap on OK.
Related Topics
5.1.2 How to Edit your Login Data
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
3) Enter the user name that you received from your administrator in the User
name field.
4) Enter the password that you received from your administrator in the
Password field.
5) Tap on OK.
Related Topics
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Configuration
General Settings
5.2 General Settings
You can specify general settings such as the date format or the address of the
server.
Related Topics
5.2.1 How to Select the User Interface Language
Step by Step
1) Tap on the More menu button.
2) Tap on Presentation.
3) Tap on Language.
4) Select your language in the drop-down list. The user interface is immediately
switched to your language.
Related Topics
5.2.2 How to Select the Date Format
Step by Step
1) Tap on the More menu button.
2) Tap on Presentation.
3) Tap on Date format.
4) Select the desired format from the drop-down list. The date format will be
converted immediately.
Related Topics
5.2.3 How to Edit the Server Settings (not for Web Edition)
INFO: The LAN or WAN server settings are only relevant for the
UC Mobile App variant. Do not change the server settings unless
you are instructed to do so by the administrator of your
communication system. You cannot use myPortal to go with an
invalid server settings.
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
3) If access to the UC Server occurs over a WAN, proceed as follows:
a) Tap on WAN server address.
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Configuration
General Settings
b) In the field IP address of your server, enter the IP address or name of
the UC Server that you received from the administrator.
c) In the field IP port of your server, enter the port number of the UC Server
that you received from the administrator.
d) In the field Additional URL of your server, enter the additional URL of
the UC Server that you received from the administrator.
4) If access to the UC Server occurs over a LAN (internal network), proceed as
follows:
a) Tap on LAN server address.
b) In the field IP address of your server, enter the IP address or name of
the UC Server that you received from the administrator.
c) In the field IP port of your server, enter the port number of the UC Server
that you received from the administrator.
d) In the optional field Additional URL of your server, enter the additional
URL of the UC Server if one was provided to you by the administrator.
5) Tap on OK.
Related Topics
5.2.4 How to Change the Operating Mode
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
3) Tap on Intended use.
4) Tap on Desk phone if you want to use myPortal to go for UC features and as
a convenient dialing aid for your office phone.
5) Tap on Mobility if you want to have unrestricted access to the telephony and
UC features with myPortal to go regardless of your location.
Related Topics
5.2.5 How to Enter the Phone Number for the Phone to be Controlled (for a
MULAP)
Prerequisites
•
You are in a MULAP with the phone to be controlled.
•
The intended use is set to Desk phone.
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
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General Settings
3) Tap on Controlled device.
4) Enter the call number of the phone to be controlled in the Controlled device
field.
Related Topics
5.2.6 How to Activate or Deactivate the Offline Mode
Step by Step
1) Tap on the More menu button.
2) Tap on Server settings.
3) You have the following options:
a) If you want to enable the offline mode, select the Offline check box.
b) If you want to disable the offline mode, clear the Offline check box.
Related Topics
5.2.7 How to Synchronize Hook States
INFO: With this setting you can specify when a data
synchronization should occur. This allows you to customize the
volume of data to be transferred in accordance with your mobile
phone contract (with/without data flat rate).
Step by Step
1) Tap on the More menu button.
2) Tap on Appearance.
3) Tap on Synchronize hook states.
4) Select Never, Only in WLAN mode or Always.
The Only in WLAN mode setting is not available in the myPortal to go Web
Edition.
Related Topics
5.2.8 VoIP in myPortal to go
Integrated VoIP can be enabled on myPortal to go for secure signalling via
HTTPS. It can be used with both UC Smart and UC Suite solutions, supporting a
variety of configurations, such as mobile HFA only or as part of a Mulap, in all
operating modes (Mobility and Desk phone).
VoIP support is available:
•
For most Android devices with Android firmware 4.2. or higher
•
For myPortal to go iOS (release pending)
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Configuration
General Settings
Limitations
•
VoIP is available only in Wi-Fi (WLAN) environments. VoIP access from a
remote Wi-Fi environment requires OpenScape Business system software
V2R1 or higher.
•
Most Smartphones with Android 4.2 and higher are delivered with VoIP
capabilities, but some vendors remove this support from their firmware
distributions. In this case, VoIP cannot be used in myPortal to go.?
•
The voice quality of the VoIP feature depends on the Smartphone hardware,
firmware and on the resources consumed by other software running in parallel
with myPortal to go. This may affect the voice latency and other quality related
parameters.
Related Topics
5.2.8.1 How to Enable VoIP
Prerequisites
•
OpenScape Business system software V2R0.3 or higher.
•
Smartphone or tablet with built-in VoIP capabilities
•
One configured HFA virtual number per VoIP enabled application including an
IP user license
•
myPortal to go V2 or higher is installed on your smartphone
•
Mobility user license for One Number Service (if applicable)
Step by Step
1) Tap on the More menu button.
2) Tap on VoIP settings.
3) Tap on VoIP enabled.
4) In case you are in a MULAP, tap on Controlled device to select the required
device.
5) Select the call number of the HFA device to be controlled in the Controlled
device field.
If the status is “Registered”, you have successfully enabled VoIP on myPortal
to go.
6) If your administrator has configured the system for remote VoIP access, you
may set the enable Use VoIP in remote WiFi networks to use VoIP also in
Wi-Fi networks outside the company.
7)
Select the option Bluetooth headset if you use such a device.
8) Enable the flag Force loudspeaker ringer if you want the loudspeaker to ring
at incoming calls, even if a headset is connected.
Related Topics
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Configuration
General Settings
5.2.9 How to Load Contact Images from the Server
INFO: With this setting you can specify when a data
synchronization should occur. This allows you to customize the
volume of data to be transferred in accordance with your mobile
phone contract (with/without data flat rate).
Step by Step
1) Tap on the More menu button.
2) Tap on Appearance.
3) Tap on Load contact images from server.
4) Select Never, Only in WLAN mode or Always.
The Only in WLAN mode setting is not available in the myPortal to go Web
Edition.
Related Topics
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Index
Index
Index
A
absence 18
C
call
answer 32
end 32
missed 27
pick up for another subscriber 32
call forwarding
status-based 18
call functions 32
call number format 30, 31
call sender
voicemail 35
CallMe 22
CallMe service 22
canonical call number format 30
canonical format 31
concept 6
conference 32
configuration 42
connection status 18
consultation hold 32
contact 23, 25
D
date format 42
dial 32
dialable call number format 30
dialable format 31
dialing a number 32
directory 23
make call 32
disconnect 32
Display Conventions 6
E
e-mail
notification 38
e-mail address 42
event 42
exit 11
F
Favorites list
make call 32
48
favorites list 25
features 5
first steps 11
folder
journal 27
voicemail 35
foreground 42
forward 32
functions 5
G
group 25
I
installation 7
internal directory 23
introduction 5
IP address 42
J
journal 27
call 32
L
language 42
M
main window 11
N
note 27
notification
voicemail 38
notification service 38
O
operating instructions 6
operating mode 5
P
password 11
personal directory 23
phone number 42
picture 42
port number 42
presence 18
presence status 18
visibility 18
presentation 42
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Index
program settings 42
protocol 42
Q
quick search by name 23
R
redialing 32
redirect 32
S
search in a directory 23
server address 42
setup 42
start 11, 42
automatic 42
symbol 11
system directory 23
T
teleworking 22
text messages 38
toggle/connect 32
topics, types 6
transfer 32
U
unified communications 18
user interface 11
language 42
V
visibility
window 42
voicemail 35
delete 35
listen to 35
voicemail box 32
W
WAV file
notification 38
window
visibility 42
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