BroadSoft Administration Guide User Web Interface Administration Guide
Below you will find brief information for User Web Interface Administration Guide. BroadSoft User Web Interface Administration Guide allows you to manage your account settings, call forwarding, and other features of your BroadSoft phone service. You can also access your call logs and manage your voicemails. This guide will help you learn how to use the BroadSoft User Web Interface to manage your account.
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User Web Interface
Administration Guide
Release 21.0
Document Version 3
BroadWorks
®
Guide
Copyright Notice
Copyright
©
2015 BroadSoft, Inc.
All rights reserved.
Any technical documentation that is made available by BroadSoft, Inc. is proprietary and confidential and is considered the copyrighted work of BroadSoft, Inc.
This publication is for distribution under BroadSoft non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of
BroadSoft, Inc., 9737 Washingtonian Boulevard, Suite 350, Gaithersburg, MD 20878.
BroadSoft reserves the right to make changes without prior notice.
Trademarks
Any product names mentioned in this document may be trademarks or registered trademarks of BroadSoft or their respective companies and are hereby acknowledged.
This document is printed in the United States of America.
BROADWORKS USER WEB INTERFACE ADMINISTRATION GUIDE
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2015 BROADSOFT, INC.
10-BD5122-00
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Document Revision History
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Reason for Change
Updated document for re-branding.
Updated for EVs 28669, 26386, 30015:
Added note on Voice Portal configuration, clarification on
Conferencing Roll Call and Hand
Raising, plus new CommPilot graphic.
Deleted custom features.
Streamlined to simplify and reduce page count. Some sections moved into new guides.
Minor changes.
Edited document.
Updated document for Release Close
(RC).
Edited document.
Updated for Release 14.sp1 Client
Management System (CMS) features.
Edited changes.
Updated section
4.21.1 Add Custom
Ringback User
step 5 for EV 37180.
Edited changes.
Updated section
4.16 Automatic
Hold/Retrieve
for EV 60917.
Edited and published document.
Updated document for Releases 14.sp1 through 14.sp6 and Release 15.0.
Removed all references to Client
Management System (CMS) features.
Edited and published document.
Updated sections
6.33.2 Enable or
Disable Shared Call Appearance
and
10.11.1 Turn Fax Messaging On and Off
for EV 67122.
Updated sections
13.5.1 View Your
Feature Access Codes
and
5.2
Automatic Callback
for EV 67093.
Made minor editorial changes.
Edited changes and published document.
Updated section
5.2 Automatic Callback
for EV 67093.
Edited changes and published document.
Date
January 6, 2006
March 13, 2006
May 19, 2006
July 11, 2006
September 1, 2006
September 1, 2006
October 18, 2006
October 19, 2006
February 15, 2007
February 16, 2007
March 1, 2007
March 26, 2007
May 15, 2008
June 13, 2008
June 16, 2008
Author
Roberta Boyle
Robb Surridge
Patricia Renaud
Leif R. Montin
Leif R. Montin
Patricia Renaud
Margot Hovey
Patricia Renaud
Leif R. Montin
Patricia Renaud
Roberta Boyle
Patricia Renaud
Roberta Boyle
Patricia Renaud
Patricia Renaud
June 29, 2008 Patricia Renaud
September 11, 2008 Roberta Boyle
September 17, 2008 Roberta Boyle
September 24, 2008 Patricia Renaud
September 28, 2008 Andrea Fitzwilliam
October 9, 2008
October 29, 2008
Roberta Boyle
Andrea Fitzwilliam
BROADWORKS USER WEB INTERFACE ADMINISTRATION GUIDE
©
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Version
3
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Reason for Change
Updated section
7.3.3 Display
Permission for Your Calls to Be
Forwarded or Transferred for EV 61621.
Updated section
4.25.2 Add Priority
Alert
for EV 84336.
Edited changes and published document.
Updated document for Release 16.0.
Updated to reflect design changes and new features.
Added section
8.25 UC-Connect
for
EV 96730
Edited and published document.
Updated document for Release 17.0.
Updated section
10.9 Voice
Management
for EV 105948.
Updated document for Release 17.0 and for EVs 109993, 110106, 110539, and 110737.
Edited changes and published document.
Updated section
6.20.1 Configure Call
Center Settings or Join Call Centers
for
EV 112225.
Removed custom features, which include
Intelligent Network Service
Control, Simultaneous
Ringing Family
, and
Mobile Extension to Extension
Dialing
as well as
Assistant–Mobile
and edited changes and published document.
Updated document for Release 18.0
Updated section
13.4 Enhanced Call
Logs
for EV 155485.
Updated section
13 Utilities
for
EV 155610.
Updated document for EV 155944.
Updated sections
5.9.1 View or Delete
Speed Dial 100 Dialing Codes
and
13.5.1 View Your Feature Access
Codes
for EV 156545.
Updated section
9.2 Conferences
for
EV 156605.
Edited changes and published document.
Updated document for Release 19.0.
Updated section
4.20 CommPilot
Express.
Date
November 3, 2008
December 10, 2008
December 22, 2008
December 31, 2008
June 8, 2009
July 21, 2009
April 19, 2010
April 29, 2010
May 21, 2010
June 4, 2010
June 7, 2010
December 6, 2011
December 1, 2011
December 13, 2011
December 20, 2011
December 22, 2011
December 26, 2011
January 18, 2012
January 19, 2012
Author
Goska Auerbach
Roberta Boyle
Andrea Fitzwilliam
Goska Auerbach
Goska Auerbach
Goska Auerbach
August 28, 2009 Patricia Renaud
September 14, 2009 Goska Auerbach
February 12, 2010 Goska Auerbach
Goska Auerbach
Andrea Fitzwilliam
Goska Auerbach
Andrea Fitzwilliam
Goska Auerbach
Goska Auerbach
Goska Auerbach
Goska Auerbach
Goska Auerbach
Goska Auerbach
Jessica Boyle
Goska Auerbach
Goska Auerbach
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Release
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Reason for Change
Updated section
9.2.6 Define
Conference Greeting
for EV 179892.
Edited changes and published document.
Corrected section numbering.
Edited changes and published document.
Updated document for Release 20.0.
Edited changes and published document.
Updated document for Release 21.0.
Updated the BroadSoft legal notice.
Edited changes.
Rebranded and published document.
Made minor editorial changes.
Edited changes and published document.
Removed references to Hosted Thick clients as they are no longer supported.
Edited changes and published document.
Date
November 27, 2012
Author
Goska Auerbach
December 14, 2012 Patricia Renaud
December 20, 2012
January 7, 2013
Goska Auerbach
Patricia Renaud
January 8, 2013
December 13, 2013
Goska Auerbach
Jessica Boyle
January 3, 2014
October 15, 2014
December 16, 2014
December 22, 2014
January 6, 2015
January 9, 2015
Goska Auerbach
Goska Auerbach
Joan Renaud
Jessica Boyle
Goska Auerbach
Andrea Fitzwilliam
January 30, 2015
February 11, 2015
Goska Auerbach
Joan Renaud
BROADWORKS USER WEB INTERFACE ADMINISTRATION GUIDE
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Table of Contents
1
Summary of Changes .................................................................................................................. 21
1.1
Changes for Release 21.0, Document Version 3 .................................................................... 21
1.2
Changes for Release 21.0, Document Version 2 .................................................................... 21
1.3
Changes for Release 21.0, Document Version 1 .................................................................... 21
1.4
Changes for Release 20.0, Document Version 1 .................................................................... 22
1.5
Changes for Release 19.0, Document Version 2 .................................................................... 22
1.6
Changes for Release 19.0, Document Version 1 .................................................................... 23
1.7
Changes for Release 18.0, Document Version 1 .................................................................... 23
1.8
Changes for Release 17.0, Document Version 2 .................................................................... 25
1.9
Changes for Release 17.0, Document Version 1 .................................................................... 25
1.10
Changes for Release 16.0, Document Version 1 .................................................................... 26
1.11
Changes for Release 15.0, Document Version 3 .................................................................... 27
1.12
Changes for Release 15.0, Document Version 2 .................................................................... 27
1.13
Changes for Release 15.0, Document Version 1 .................................................................... 27
1.14
Changes for Releases 14.sp1 through 14.sp6 ........................................................................ 28
2
About This Guide ......................................................................................................................... 30
3
Profile ............................................................................................................................................. 31
3.1
Access Profile Menu .................................................................................................................. 32
3.2
Profile ......................................................................................................................................... 32
3.3
Addresses .................................................................................................................................. 35
3.4
Announcement Repository ....................................................................................................... 38
3.4.1
List and Delete Announcements ...................................................................................... 38
3.4.2
Add Announcement .......................................................................................................... 39
3.4.3
Modify Announcement ..................................................................................................... 39
3.5
Passwords ................................................................................................................................. 41
3.5.1
Change Your Password ................................................................................................... 41
3.6
Route List ................................................................................................................................... 42
3.6.1
View Service Settings and Assigned Numbers .............................................................. 42
3.7
Schedules .................................................................................................................................. 42
3.7.1
List and Delete Schedules ............................................................................................... 43
3.7.2
Add Personal Schedule .................................................................................................... 44
3.7.3
Add Event to Personal Schedule ..................................................................................... 44
3.7.4
Modify Personal Schedule ............................................................................................... 47
3.7.5
View Group or Enterprise Schedule Details .................................................................... 48
3.8
Call Policies ............................................................................................................................... 49
3.9
Device Policies .......................................................................................................................... 51
3.10
Privacy ....................................................................................................................................... 51
3.10.1
Customize Privacy ............................................................................................................ 51
3.11
Route Point Supervisors ........................................................................................................... 53
3.11.1
View Assigned Supervisors ............................................................................................. 53
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3.12
Supervisor .................................................................................................................................. 53
3.12.1
Select Agents to Supervise .............................................................................................. 54
3.13
Office Zone ................................................................................................................................ 55
4
Incoming Calls .............................................................................................................................. 56
4.1
Access Incoming Calls Menu ................................................................................................... 57
4.2
Anonymous Call Rejection ........................................................................................................ 57
4.2.1
Turn Anonymous Call Rejection On and Off ................................................................... 58
4.3
Calling Line ID Blocking Override ............................................................................................. 58
4.3.1
Turn Calling Line ID Blocking Override On and Off ........................................................ 58
4.4
Calling Name Retrieval ............................................................................................................. 59
4.4.1
Turn Calling Name Retrieval On and Off ........................................................................ 59
4.5
Calling Name Delivery ............................................................................................................... 60
4.5.1
Turn Calling Name Delivery On and Off .......................................................................... 60
4.6
Calling Number Delivery ........................................................................................................... 61
4.6.1
Turn Calling Number Delivery On and Off ...................................................................... 61
4.7
Call Forwarding Always ............................................................................................................. 61
4.7.1
Turn Call Forwarding Always On and Off ........................................................................ 61
4.8
Call Forwarding Busy ................................................................................................................ 63
4.8.1
Turn Call Forwarding Busy On and Off ........................................................................... 63
4.9
Call Forwarding No Answer ...................................................................................................... 64
4.9.1
Turn Call Forwarding No Answer On and Off ................................................................. 64
4.10
Call Forwarding Not Reachable ................................................................................................ 65
4.10.1
Turn Call Forwarding Not Reachable On and Off ........................................................... 65
4.11
Call Notify ................................................................................................................................... 66
4.11.1
Specify E-mail Address to Send Notifications ................................................................. 66
4.11.2
Add Call Notify Entry ........................................................................................................ 67
4.11.3
Activate or Deactivate Call Notify Entry ........................................................................... 69
4.11.4
Modify or Delete Call Notify Entry .................................................................................... 70
4.12
Connected Line Identification Restriction ................................................................................. 71
4.12.1
Turn Connected Line Identification Restriction On and Off ............................................ 71
4.13
Do Not Disturb ........................................................................................................................... 72
4.13.1
Turn Do Not Disturb On and Off ...................................................................................... 72
4.14
External Calling Line ID Delivery .............................................................................................. 73
4.14.1
Turn External Calling Line ID Delivery On and Off ......................................................... 73
4.15
Internal Calling Line ID Delivery ................................................................................................ 73
4.15.1
Turn Internal Calling Line ID Delivery On and Off ........................................................... 73
4.16
Automatic Hold/Retrieve ........................................................................................................... 74
4.16.1
Hold Call ............................................................................................................................ 74
4.16.2
Retrieve Call ..................................................................................................................... 75
4.16.3
Automatic Hold/Retrieve Recall ....................................................................................... 75
4.16.4
Configure Automatic Hold/Retrieve ................................................................................. 75
4.17
Alternate Numbers (Distinctive Ring) ....................................................................................... 75
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4.17.1
Turn Distinctive Ring Feature On and Off ....................................................................... 76
4.17.2
Select Distinctive Ring Pattern ......................................................................................... 77
4.18
Call Forwarding Selective ......................................................................................................... 79
4.18.1
Set Default Forwarding Number ...................................................................................... 80
4.18.2
Add Call Forwarding Selective Call Entry ........................................................................ 81
4.18.3
Modify or Delete Call Forwarding Selective Entry .......................................................... 83
4.18.4
View, Activate, Deactivate Call Forwarding Selective Call Entries ................................ 84
4.19
Call Me Now .............................................................................................................................. 85
4.19.1
Configure Call Me Now Settings ...................................................................................... 85
4.19.2
Add Call Me Now Criteria Entry ....................................................................................... 86
4.19.3
Modify or Delete Call Me Now Criteria Entry ................................................................... 87
4.20
CommPilot Express ................................................................................................................... 88
4.20.1
Configure Profiles for Incoming Calls .............................................................................. 88
4.21
Custom Ringback User ............................................................................................................. 92
4.21.1
Add Custom Ringback User Entry ................................................................................... 93
4.21.2
Modify Custom Ringback User Entry .............................................................................. 95
4.21.3
Delete Custom Ringback User Entry ............................................................................... 99
4.22
External Custom Ringback ....................................................................................................... 99
4.22.1
Turn External Custom Ringback On and Off .................................................................. 99
4.23
Pre-alerting Announcement .................................................................................................... 100
4.23.1
Configure Pre-alerting Announcement .......................................................................... 101
4.23.2
Add Criteria Entry ........................................................................................................... 102
4.23.3
Modify or Delete Criteria Entry ....................................................................................... 104
4.24
Personal Assistant ................................................................................................................... 105
4.24.1
Configure General Settings ............................................................................................ 105
4.24.2
Configure Call to Numbers ............................................................................................. 106
4.24.3
List or Delete Exclusion Numbers ................................................................................. 107
4.24.4
Add Exclusion Number ................................................................................................... 108
4.24.5
Modify Exclusion Number .............................................................................................. 108
4.25
Priority Alert .............................................................................................................................. 109
4.25.1
Activate or Deactivate Priority Alert Entry ...................................................................... 109
4.25.2
Add Priority Alert Entry ................................................................................................... 110
4.25.3
Modify or Delete Priority Alert Entry ............................................................................... 112
4.26
Selective Call Acceptance ...................................................................................................... 113
4.26.1
Activate or Deactivate Selective Acceptance Entry ...................................................... 113
4.26.2
Add Selective Acceptance Entry ................................................................................... 114
4.26.3
Modify or Delete Selective Acceptance Entry ............................................................... 116
4.27
Selective Call Rejection ........................................................................................................... 117
4.27.1
Activate or Deactivate Selective Rejection Entry .......................................................... 117
4.27.2
Add Selective Rejection Entry ........................................................................................ 118
4.27.3
Modify or Delete Selective Rejection Entry ................................................................... 120
4.28
Sequential Ringing .................................................................................................................. 121
4.28.1
Configure Features of Sequential Ringing Service ....................................................... 122
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4.28.2
Add Sequential Ring Entry ............................................................................................. 124
4.28.3
Modify or Delete Sequential Ringing Entry ................................................................... 125
4.28.4
View, Activate, or Deactivate Sequential Ringing Call Entries ..................................... 126
4.29
Series Completion ................................................................................................................... 127
4.29.1
View Your Series Completion Groups ........................................................................... 127
4.30
Simultaneous Ringing Personal ............................................................................................. 127
4.30.1
Configure Features of Simultaneous Ringing Personal Service .................................. 128
4.30.2
Add Simultaneous Ringing Personal Entry ................................................................... 129
4.30.3
Modify or Delete Simultaneous Ringing Personal Call Entries .................................... 131
4.30.4
View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries ................ 132
5
Outgoing Calls ............................................................................................................................ 133
5.1
Access Outgoing Calls Menu ................................................................................................. 134
5.2
Automatic Callback .................................................................................................................. 134
5.3
Call Return ............................................................................................................................... 135
5.4
Calling Party Category ............................................................................................................ 135
5.5
Last Number Redial ................................................................................................................. 136
5.6
Legacy Automatic Callback .................................................................................................... 136
5.7
Line ID Blocking ....................................................................................................................... 137
5.8
Speed Dial 8 ............................................................................................................................ 138
5.9
Speed Dial 100 ........................................................................................................................ 139
5.9.1
View or Delete Speed Dial 100 Dialing Codes ............................................................. 139
5.9.2
Set Speed Dial 100 Code .............................................................................................. 140
5.9.3
Modify Speed Dial 100 Entry ......................................................................................... 141
5.10
Account Codes ........................................................................................................................ 142
5.11
Group Paging .......................................................................................................................... 142
5.12
Number Portability Announcement ......................................................................................... 143
5.12.1
Enable Number Portability Announcement ................................................................... 143
5.13
Personal Phone List ................................................................................................................ 144
5.13.1
View or Delete Phone List Entries ................................................................................. 144
5.13.2
Add Entry to Your Personal Phone List ......................................................................... 145
5.13.3
Modify or Delete Entry in Your Personal Phone List .................................................... 145
5.13.4
Import Comma-Delimited Text File ................................................................................ 146
5.14
Preferred Carrier User ............................................................................................................. 147
5.15
Two-Stage Dialing ................................................................................................................... 148
6
Call Control ................................................................................................................................. 149
6.1
Access Call Control Menu ....................................................................................................... 150
6.2
Barge-in Exempt ...................................................................................................................... 150
6.2.1
Turn Barge-in Exempt On and Off ................................................................................. 150
6.3
Call Waiting .............................................................................................................................. 151
6.3.1
Configure Call Waiting .................................................................................................... 151
6.4
Call Pickup ............................................................................................................................... 152
6.4.1
View Call Pickup Group ................................................................................................. 152
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6.5
Customer Originated Trace .................................................................................................... 153
6.6
Directed Call Pickup ................................................................................................................ 153
6.7
Directed Call Pickup with Barge-in ......................................................................................... 154
6.7.1
View Status of Directed Call Pickup with Barge-in Option ........................................... 155
6.8
Diversion Inhibitor .................................................................................................................... 155
6.9
Flash Call Hold ........................................................................................................................ 156
6.10
Call Transfer ............................................................................................................................ 156
6.11
In-Call Service Activation ........................................................................................................ 157
6.12
Three-Way Call ........................................................................................................................ 158
6.13
Music/Video On Hold .............................................................................................................. 159
6.13.1
Turn Music/Video On-Hold On and Off ......................................................................... 159
6.13.2
General Settings Tab ..................................................................................................... 160
6.13.3
Internal Calls Settings Tab ............................................................................................. 161
6.14
N-Way Call ............................................................................................................................... 162
6.15
OMA Presence ........................................................................................................................ 162
6.16
Communication Barring User-Control .................................................................................... 163
6.17
Advice of Charge ..................................................................................................................... 164
6.18
BroadWorks Anywhere ........................................................................................................... 164
6.18.1
Configure BroadWorks Anywhere Settings and View Locations and Portals ............. 164
6.18.2
Add BroadWorks Anywhere Location ........................................................................... 166
6.18.3
Modify or Delete BroadWorks Anywhere Location ....................................................... 170
6.19
BroadWorks Mobility ............................................................................................................... 172
6.19.1
View Service Settings ..................................................................................................... 172
6.19.2
Enable or Disable Alerting for Mobile Devices .............................................................. 174
6.19.3
Configure Mobile Device ................................................................................................ 174
6.19.4
Configure Profile Identity Alerting Policy ....................................................................... 178
6.20
Call Centers ............................................................................................................................. 179
6.20.1
Configure Call Center Settings or Join Call Centers ..................................................... 179
6.21
Call Recording ......................................................................................................................... 181
6.22
Charge Number ....................................................................................................................... 183
6.23
Executive ................................................................................................................................. 183
6.23.1
Configure Assistant Pool ................................................................................................ 183
6.23.2
Configure Call Filtering ................................................................................................... 185
6.23.3
Set Alerting Mode ........................................................................................................... 192
6.24
Executive-Assistant ................................................................................................................. 194
6.24.1
Divert Executive Calls, View, Opt in, and Opt out of Executive Pools ......................... 194
6.24.2
Configure Call Filtering for Executive ............................................................................ 195
6.24.3
Configure Call Screening for Executive ......................................................................... 200
6.24.4
Configure Call Alerting for Executive ............................................................................. 201
6.25
Flexible Seating Guest ............................................................................................................ 203
6.25.1
Configure Flexible Seating Guest .................................................................................. 203
6.25.2
Associate with Host ........................................................................................................ 204
6.25.3
Dissociate from Host ...................................................................................................... 205
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6.26
Group Night Forwarding .......................................................................................................... 206
6.27
Hoteling Guest ......................................................................................................................... 206
6.28
Hoteling Host ........................................................................................................................... 208
6.29
Instant Messaging and Presence ........................................................................................... 210
6.30
Push To Talk ............................................................................................................................ 210
6.30.1
Configure Push To Talk Options ................................................................................... 211
6.30.2
Allow Push To Talk Calls from Selected Users ............................................................ 212
6.31
Physical Location ..................................................................................................................... 213
6.32
Remote Office .......................................................................................................................... 213
6.33
Shared Call Appearance ......................................................................................................... 214
6.33.1
View Alternate Locations and Set SCA Preferences .................................................... 215
6.33.2
Enable or Disable Shared Call Appearance Location and View Settings ................... 216
6.34
Video Add-On .......................................................................................................................... 217
6.34.1
Configure Video Add-On and View Settings ................................................................. 217
6.35
Zone Calling Restrictions ........................................................................................................ 218
7
Calling Plans ............................................................................................................................... 219
7.1
Access Calling Plans Menu .................................................................................................... 219
7.2
Incoming Calling Plan .............................................................................................................. 220
7.3
Outgoing Calling Plan .............................................................................................................. 221
7.3.1
Display Calls You Can Place ......................................................................................... 221
7.3.2
Display Calls You Can Forward and Transfer .............................................................. 223
7.3.3
Display Permission for Your Calls to Be Forwarded or Transferred ............................ 224
7.3.4
Display Calls You Can Make Using Call Me Now Service ........................................... 224
7.4
Outgoing Digit Plan .................................................................................................................. 226
7.4.1
Display Calls You Can Place ......................................................................................... 226
7.4.2
Display Calls You Can Forward or Transfer ................................................................. 227
7.4.3
Display Calls You Can Make Using Call Me Now Service ........................................... 228
7.5
Outgoing Pinhole Digit Plan .................................................................................................... 228
7.5.1
Display Pinholes in Your Outgoing Plans for Originating Calls .................................... 229
7.5.2
Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls .............. 230
7.5.3
Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls ...................... 231
8
Client Applications .................................................................................................................... 232
8.1
Access Client Applications Menu ........................................................................................... 233
8.2
Attendant Console ................................................................................................................... 233
8.2.1
Customize Attendant Console ....................................................................................... 233
8.3
BroadWorks Connector for Lotus Sametime ......................................................................... 236
8.4
Busy Lamp Field ...................................................................................................................... 237
8.5
CommPilot Call Manager ........................................................................................................ 238
8.6
Client Call Control .................................................................................................................... 239
8.7
Lync CTI ................................................................................................................................... 239
8.8
Lync Softphone ........................................................................................................................ 240
8.9
Outlook Integration .................................................................................................................. 240
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8.10
BroadTouch Business Communicator Client Licenses ......................................................... 241
8.11
BroadWorks Agent .................................................................................................................. 241
8.12
BroadWorks Supervisor .......................................................................................................... 242
8.13
BroadWorks Receptionist–Enterprise .................................................................................... 242
8.14
BroadWorks Receptionist–Small Business ............................................................................ 243
8.15
BroadWorks Receptionist–Office ............................................................................................ 244
8.16
BroadWorks Assistant–Enterprise .......................................................................................... 246
8.17
BroadWorks Communicator ................................................................................................... 246
8.18
eyePMedia Audio Video Client ............................................................................................... 247
8.19
Office Communicator Tab ....................................................................................................... 247
8.20
Polycom Web Browser ............................................................................................................ 248
8.21
Client Licenses ........................................................................................................................ 248
8.22
BroadTouch Mobile Link ......................................................................................................... 248
8.23
Bria for BroadWorks ................................................................................................................ 249
8.24
Polycom Phone Services ........................................................................................................ 249
8.25
UC-Connect ............................................................................................................................. 250
9
Meet-Me Conferencing .............................................................................................................. 251
9.1
Access Meet-Me Conferencing Menu .................................................................................... 251
9.2
Conferences ............................................................................................................................ 251
9.2.1
List Conferences ............................................................................................................. 252
9.2.2
Add Conference .............................................................................................................. 253
9.2.3
Modify Conference ......................................................................................................... 258
9.2.4
Delete Conference (Host) .............................................................................................. 260
9.2.5
Assign Conference Delegates (Host) ............................................................................ 260
9.2.6
Define Conference Greeting .......................................................................................... 261
9.2.7
Launch Moderator Client ................................................................................................ 262
9.3
Recordings ............................................................................................................................... 262
9.3.1
List or Delete Recordings ............................................................................................... 263
9.3.2
Download Recordings .................................................................................................... 263
9.4
Bridges ..................................................................................................................................... 264
9.4.1
View Conference Bridges .............................................................................................. 264
10
Messaging ................................................................................................................................... 265
10.1
Access Messaging Menu ........................................................................................................ 266
10.2
Aliases ...................................................................................................................................... 266
10.2.1
View or Delete Your Aliases .......................................................................................... 266
10.2.2
Add Alias ......................................................................................................................... 267
10.3
Collaborate
–
Sharing .............................................................................................................. 267
10.4
Distribution Lists ...................................................................................................................... 268
10.4.1
Create Distribution List ................................................................................................... 268
10.4.2
Add or Delete Distribution List Entry .............................................................................. 269
10.5
Greetings ................................................................................................................................. 270
10.5.1
Configure Greetings ....................................................................................................... 270
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10.6
Integrated IM&P ....................................................................................................................... 273
10.7
Short Message Service ........................................................................................................... 274
10.8
Third-Party IM&P ..................................................................................................................... 274
10.9
Voice Management ................................................................................................................. 274
10.9.1
Activate and Set Up Voice Messaging .......................................................................... 275
10.9.2
Configure Advanced Settings for Voice Management ................................................. 276
10.10
Voice Portal .............................................................................................................................. 278
10.10.1
Select Personalized Name ........................................................................................... 278
10.11
Fax Messaging ........................................................................................................................ 279
10.11.1
Turn Fax Messaging On and Off ................................................................................. 280
10.12
MWI Delivery to Mobile Endpoint ........................................................................................... 281
10.12.1
Turn MWI Delivery to Mobile Endpoint On and Off ..................................................... 281
10.13
Third-Party MWI Control ......................................................................................................... 282
10.13.1
Use Third-Party MWI Control ....................................................................................... 282
10.14
Third-Party Voice Mail Support ............................................................................................... 283
10.14.1
Configure Third-Party Voice Mail System ................................................................... 283
10.15
Voice Portal Calling ................................................................................................................. 284
10.15.1
Turn Voice Portal Calling On or Off ............................................................................. 284
11
Service Scripts ........................................................................................................................... 285
11.1
Access Service Scripts Menu ................................................................................................. 285
11.2
Configuration ........................................................................................................................... 285
11.2.1
Enable or Disable CPL Scripts ...................................................................................... 286
11.3
Load ......................................................................................................................................... 287
11.3.1
Load CPL Script ............................................................................................................. 287
11.4
Logs .......................................................................................................................................... 288
11.4.1
View and Clear CPL Log ................................................................................................ 288
12
Collaborate .................................................................................................................................. 289
12.1
List Collaborate Rooms and Configure Common Settings ................................................... 290
12.2
Create Project Room ............................................................................................................... 291
12.3
Modify or Delete Project Room ............................................................................................... 295
12.4
Modify My Room ..................................................................................................................... 296
12.5
View Instant Room Settings .................................................................................................... 297
13
Utilities ......................................................................................................................................... 298
13.1
Access Utilities Menu .............................................................................................................. 299
13.2
Authentication .......................................................................................................................... 299
13.2.1
Set Your New Password ................................................................................................ 299
13.3
Basic Call Logs ........................................................................................................................ 300
13.3.1
View Placed Calls ........................................................................................................... 300
13.3.2
View Received Calls ....................................................................................................... 301
13.3.3
View Missed Calls .......................................................................................................... 302
13.4
Enhanced Call Logs ................................................................................................................ 303
13.4.1
View Placed Calls ........................................................................................................... 303
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13.4.2
View Received Calls ....................................................................................................... 304
13.4.3
View Missed Calls .......................................................................................................... 305
13.5
Feature Access Codes ............................................................................................................ 306
13.5.1
View Your Feature Access Codes ................................................................................. 307
13.6
Group Directory ....................................................................................................................... 315
13.6.1
View Group Directory ..................................................................................................... 315
13.6.2
View or Print Summary of Group Directory ................................................................... 317
13.6.3
View or Print Phone List ................................................................................................. 318
13.7
Enterprise Directory ................................................................................................................. 319
13.7.1
View Enterprise Directory ............................................................................................... 319
13.7.2
View or Print Summary of Enterprise Directory ............................................................ 320
13.7.3
View or Print Phone List ................................................................................................. 321
13.8
Intercept User .......................................................................................................................... 322
13.9
Registrations ............................................................................................................................ 324
13.10
Prepaid ..................................................................................................................................... 325
13.11
Visual Device Management .................................................................................................... 325
13.12
Security Classification ............................................................................................................. 326
Index ............................................................................................................................................ 327
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Table of Figures
Figure 1 User – Profile ............................................................................................................................. 31
Figure 2 Profile – Profile ........................................................................................................................... 32
Figure 3 Profile – Addresses for User Assigned Identity/Device Profile ................................................ 35
Figure 4 Profile
–
Addresses for User Assigned to Trunk Group ........................................................... 36
Figure 5 Profile
–
Addresses Advanced Settings .................................................................................... 36
Figure 6 Profile – Announcement Repository ......................................................................................... 38
Figure 7 Profile
–
Announcement Repository Add .................................................................................. 39
Figure 8 Profile
–
Announcement Repository Modify ............................................................................. 40
Figure 9 User – Passwords ..................................................................................................................... 41
Figure 10 Profile – Route List ................................................................................................................... 42
Figure 11 User – Schedule ...................................................................................................................... 43
Figure 12 User – Schedule Add .............................................................................................................. 44
Figure 13 User – Event Add ..................................................................................................................... 44
Figure 14 Event Add
–
Daily Recurrence Pattern ................................................................................... 45
Figure 15 Event Add
–
Weekly Recurrence Pattern ............................................................................... 45
Figure 16 Event Add
–
Monthly Recurrence Pattern .............................................................................. 46
Figure 17 Event Add – Yearly Recurrence Pattern ................................................................................. 46
Figure 18 Event Add
–
Recurrence Range ............................................................................................. 46
Figure 19 User
–
Schedule Modify .......................................................................................................... 47
Figure 20 User
–
Event Modify ................................................................................................................ 48
Figure 21 User
–
Schedule View ............................................................................................................. 48
Figure 22 User – Event View ................................................................................................................... 49
Figure 23 User – Call Policies .................................................................................................................. 50
Figure 24 User – Device Policies ............................................................................................................. 51
Figure 25 User – Privacy .......................................................................................................................... 52
Figure 26 User
–
Route Point Supervisors .............................................................................................. 53
Figure 27 User – Supervisor .................................................................................................................... 54
Figure 28 User
–
Supervised Agents ....................................................................................................... 54
Figure 29 User
–
Office Zone ................................................................................................................... 55
Figure 30 User – Incoming Calls ............................................................................................................. 56
Figure 31 Incoming Calls – Anonymous Call Rejection ......................................................................... 58
Figure 32 Incoming Calls – Calling Line ID Blocking Override .............................................................. 58
Figure 33 Incoming Calls – Calling Name Retrieval ............................................................................... 59
Figure 34 User – Calling Name Delivery ................................................................................................. 60
Figure 35 User
–
Calling Number Delivery .............................................................................................. 61
Figure 36 Incoming Calls – Call Forwarding Always .............................................................................. 62
Figure 37 Incoming Calls – Call Forwarding Busy .................................................................................. 63
Figure 38 Incoming Calls – Call Forwarding No Answer ........................................................................ 64
Figure 39 Incoming Calls – Call Forwarding Not Reachable ................................................................. 65
Figure 40 Incoming Calls – Call Notify .................................................................................................... 66
Figure 41 Incoming Calls – Call Notify Add ............................................................................................. 67
Figure 42 Incoming Calls – Call Notify .................................................................................................... 69
Figure 43 Incoming Calls – Call Notify Modify ........................................................................................ 70
Figure 44 Incoming Calls – Connected Line Identification Restriction ................................................... 71
Figure 45 Incoming Calls – Do Not Disturb ............................................................................................. 72
Figure 46 Incoming Calls – External Calling Line ID Delivery ................................................................ 73
Figure 47 Incoming Calls – Internal Calling Line ID Delivery ................................................................. 73
Figure 48 Incoming Calls – Automatic Hold/Retrieve ............................................................................. 74
Figure 49 Incoming Calls – Alternate Numbers ...................................................................................... 76
Figure 50 Incoming Calls − Call Forwarding Selective ........................................................................... 80
Figure 51 Incoming Calls – Call Forwarding Selective Add ................................................................... 81
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Figure 52 Incoming Calls – Call Forwarding Selective Modify ............................................................... 83
Figure 53 Incoming Calls − Call Forwarding Selective ........................................................................... 84
Figure 54 User – Call Me Now ................................................................................................................. 85
Figure 55 User
–
Call Me Now Add ......................................................................................................... 86
Figure 56 User
–
Call Me Now Modify ..................................................................................................... 87
Figure 57 Incoming Calls – CommPilot Express (Available – In the Office) ......................................... 88
Figure 58 Incoming Calls – CommPilot Express (Available – Out of the Office) .................................. 90
Figure 59 Incoming Calls – CommPilot Express (Busy) ........................................................................ 90
Figure 60 Incoming Calls – CommPilot Express (Unavailable) ............................................................. 91
Figure 61 Incoming Calls – Custom Ringback User ............................................................................... 93
Figure 62 Incoming Calls – Custom Ringback User Add (General Setting Tab) .................................. 94
Figure 63 Incoming Calls – Custom Ringback User Modify (General Setting Tab) .............................. 96
Figure 64 Incoming Calls
–
Custom Ringback User (Initial Ringback Tab) ........................................... 97
Figure 65 Incoming Calls – Custom Ringback User (Waiting Ringback Tab) ....................................... 98
Figure 66 Incoming Calls – External Custom Ringback ....................................................................... 100
Figure 67 Incoming Calls
–
Pre-alerting Announcement ...................................................................... 101
Figure 68 Incoming Calls – Pre-alerting Announcement Criteria Add ................................................. 102
Figure 69 Incoming Calls – Pre-alerting Announcement Criteria Modify ............................................. 104
Figure 70 Incoming Calls
–
Personal Assistant (General) .................................................................... 105
Figure 71 Incoming Calls – Personal Assistant (Call to Numbers) ...................................................... 106
Figure 72 Incoming Calls
–
Personal Assistant (Exclusion Numbers) ................................................. 107
Figure 73 Incoming Calls
–
Personal Assistant Exclusion Number Add ............................................. 108
Figure 74 Incoming Calls – Personal Assistant Exclusion Number Modify ......................................... 108
Figure 75 Incoming Calls – Priority Alert ............................................................................................... 109
Figure 76 Incoming Calls – Priority Alert Add ....................................................................................... 110
Figure 77 Incoming Calls – Priority Alert Modify ................................................................................... 112
Figure 78 Incoming Calls – Selective Call Acceptance ........................................................................ 113
Figure 79 Incoming Calls – Selective Call Acceptance Add ................................................................ 114
Figure 80 Incoming Calls – Selective Call Acceptance Modify ............................................................ 116
Figure 81 Incoming Calls – Selective Call Rejection ............................................................................ 117
Figure 82 Incoming Calls – Selective Call Rejection Add .................................................................... 118
Figure 83 Incoming Calls – Selective Call Rejection Modify ................................................................ 120
Figure 84 Selective Call Rejection Modify Page for Private COT Entry .............................................. 121
Figure 85 Incoming Calls − Sequential Ring ......................................................................................... 122
Figure 86 Sequential Ring − Sequential Ring Add ............................................................................... 124
Figure 87 Sequential Ring − Sequential Ring Modify ........................................................................... 125
Figure 88 Incoming Calls − Sequential Ring (View) ............................................................................. 126
Figure 89 Incoming Calls – Series Completion ..................................................................................... 127
Figure 90 Incoming Calls
–
Simultaneous Ring Personal .................................................................... 128
Figure 91 Simultaneous Ring Personal – Simultaneous Ring Personal Add ..................................... 129
Figure 92 Simultaneous Ring Personal – Simultaneous Ring Personal Modify ................................. 131
Figure 93 Incoming Calls
–
Simultaneous Ring Personal .................................................................... 132
Figure 94 User – Outgoing Calls ........................................................................................................... 133
Figure 95 Outgoing Calls – Automatic Callback ................................................................................... 134
Figure 96 Outgoing Calls – Call Return ................................................................................................. 135
Figure 97 Outgoing Calls – Calling Party Category .............................................................................. 135
Figure 98 Outgoing Calls – Last Number Redial .................................................................................. 136
Figure 99 User – Legacy Automatic Callback ....................................................................................... 137
Figure 100 Outgoing Calls – Calling Line ID Delivery Blocking ........................................................... 137
Figure 101 Outgoing Calls – Speed Dial 8 ............................................................................................ 138
Figure 102 Outgoing Calls – Speed Dial 100 ....................................................................................... 139
Figure 103 Speed Dial 100 – Speed Dial 100 Add ............................................................................... 140
Figure 104 Speed Dial 100 – Speed Dial 100 Modify .......................................................................... 141
Figure 105 Outgoing Calls – Account Codes ........................................................................................ 142
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Figure 106 Outgoing Calls
–
Group Paging .......................................................................................... 143
Figure 107 Outgoing Calls – Number Portability Announcement ........................................................ 143
Figure 108 Outgoing Calls – Personal Phone List ................................................................................ 144
Figure 109 Personal Phone List – Personal Phone List Add ............................................................... 145
Figure 110 Personal Phone List – Personal Phone List Modify ........................................................... 145
Figure 111 Personal Phone List – Personal Phone List Import ........................................................... 146
Figure 112 User – Preferred Carrier User ............................................................................................. 147
Figure 113 Outgoing Calls – Two-Stage Dialing ................................................................................... 148
Figure 114 User – Call Control (Top of Page) ...................................................................................... 149
Figure 115 Call Control – Barge-in Exempt .......................................................................................... 151
Figure 116 Call Control – Call Waiting .................................................................................................. 151
Figure 117 Call Control – Call Pickup .................................................................................................... 152
Figure 118 Call Control − Customer Originated Trace ......................................................................... 153
Figure 119 Call Control – Directed Call Pickup ..................................................................................... 154
Figure 120 Call Control – Directed Call Pickup with Barge-in .............................................................. 155
Figure 121 Call Control – Diversion Inhibitor ........................................................................................ 155
Figure 122 Call Control – Flash Call Hold ............................................................................................. 156
Figure 123 Call Control – Call Transfer ................................................................................................. 157
Figure 124 Call Control – In-Call Service Activation ............................................................................. 158
Figure 125 Call Control – Three-Way Call ............................................................................................ 158
Figure 126 Call Control
–
Music/Video On Hold Page with Group-level Settings ............................... 159
Figure 127 Call Control
–
Music/Video On Hold with Both Music On Hold User and Video On Hold
Features Assigned .............................................................................................................. 160
Figure 128 Call Control
–
Music/Video On Hold
(
Internal Calls Settings) ............................................ 161
Figure 129 Call Control – N-Way Calling .............................................................................................. 162
Figure 130 Call Control – OMA Presence ............................................................................................. 162
Figure 131 Call Control
–
Communication Barring User-Control ......................................................... 163
Figure 132 Call Control – Communication Barring User – Control When User Is Locked Out .......... 163
Figure 133 Call Control – Advice of Charge ......................................................................................... 164
Figure 134 Call Control – BroadWorks Anywhere ................................................................................ 165
Figure 135 Call Control – Available BroadWorks Anywhere Portals ................................................... 165
Figure 136 BroadWorks Anywhere – BroadWorks Anywhere Phone Number Add .......................... 166
Figure 137 Call Control – BroadWorks Anywhere Phone Number Modify ( Selective Criteria Tab) .. 167
Figure 138 Call Control
–
BroadWorks Anywhere Criteria Add ........................................................... 168
Figure 139 Call Control
–
BroadWorks Anywhere Phone Number Modify (Phone Number Tab) ..... 170
Figure 140 Call Control – BroadWorks Anywhere Phone Number Modify ( Selective Criteria Tab) .. 170
Figure 141 Call Control – BroadWorks Anywhere Criteria Modify ....................................................... 171
Figure 142 Call Control
–
BroadWorks Mobility (Disabled) .................................................................. 172
Figure 143 Call Control
–
BroadWorks Mobility – Mobile Identity (Read-only) ................................... 173
Figure 144 Call Control – BroadWorks Mobility – Profile Identity (Read-only) .................................... 173
Figure 145 Call Control
–
BroadWorks Mobility .................................................................................... 174
Figure 146 Call Control
–
BroadWorks Mobility – Mobile Identity (General Tab) ................................ 175
Figure 147 Call Control – BroadWorks Mobility - Mobile Identity (Alerting Policy Tab) ...................... 176
Figure 148 Call Control
–
BroadWorks Mobility - Mobile Identity (Call Anchoring Tab) ...................... 177
Figure 149 Call Control
–
BroadWorks Mobility - Profile Identity Alerting Policy ................................. 178
Figure 150 Call Control – Call Centers .................................................................................................. 179
Figure 151 User – Call Recording ......................................................................................................... 181
Figure 152 Call Control – Charge Number ........................................................................................... 183
Figure 153 User
–
Executive (Assistants Tab) ...................................................................................... 184
Figure 154 User – Executive (Filtering Tab) .......................................................................................... 185
Figure 155 Call Control
–
Executive Filtering Criteria Add ................................................................... 187
Figure 156 Call Control – Executive Filtering Criteria Modify ............................................................... 189
Figure 157 User – Executive (Filtering Tab) .......................................................................................... 190
Figure 158 User
–
Executive (Screening Tab) ...................................................................................... 191
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Figure 159 User
–
Executive (Alerting Tab) .......................................................................................... 192
Figure 160 Call Control – Executive-Assistant ...................................................................................... 194
Figure 161 Executive
–
Filtering Tab (Assistant View) ......................................................................... 195
Figure 162 Call Control
–
Executive Filtering Criteria Add
(
Assistant View) ........................................ 196
Figure 163 Call Control – Executive Filtering Criteria Modify (Assistant View) ................................... 198
Figure 164 Executive
–
Filtering Tab (Assistant View) ......................................................................... 199
Figure 165 Executive
–
Screening Tab (Assistant View) ..................................................................... 200
Figure 166 Executive
–
Screening Tab (Assistant View) ..................................................................... 201
Figure 167 Call Control – Flexible Seating Guest ................................................................................. 203
Figure 168 Call Control
–
Flexible Seating Guest (Host Association Tab) .......................................... 204
Figure 169 User
–
Flexible Seating Guest (Host Association Tab with Active Association) ............... 205
Figure 170 Call Control – Group Night Forwarding ............................................................................... 206
Figure 171 Call Control – Hoteling Guest ............................................................................................. 207
Figure 172 Call Control – Hoteling Host ................................................................................................ 209
Figure 173 Call Control – Instant Messaging and Presence ................................................................ 210
Figure 174 Call Control – Push to Talk ................................................................................................. 211
Figure 175 Call Control – Physical Location ......................................................................................... 213
Figure 176 Call Control – Remote Office .............................................................................................. 213
Figure 177 Call Control – Shared Call Appearance ............................................................................. 215
Figure 178 Call Control – Shared Call Appearance Modify ................................................................. 216
Figure 179 Call Control – Video Add-On ............................................................................................... 218
Figure 180 Call Control – Zone Calling Restrictions ............................................................................. 218
Figure 181 User – Calling Plans ............................................................................................................ 219
Figure 182 Calling Plans – Incoming Calling Plan ................................................................................ 220
Figure 183 Calling Plans – (Enhanced) Outgoing Calling Plan (Originating Calls) ............................ 222
Figure 184 Calling Plans
–
Outgoing Calling Plan (Originating Calls) ................................................. 222
Figure 185 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards/Transfers) ...................... 223
Figure 186 Calling Plans – Outgoing Calling Plan (Being Forwarded/Transferred) ........................... 224
Figure 187 Calling Plans
–
Outgoing Calling Plan (Call Me Now Tab) ................................................ 225
Figure 188 Calling Plans – (Enhanced) Outgoing Digit Plan (Originating Calls) ................................ 226
Figure 189 Calling Plans – Outgoing Digit Plan (Originating Calls) ..................................................... 226
Figure 190 Calling Plans – Outgoing Digit Plan (Initiating Call Forwards/Transfers) .......................... 227
Figure 191 Calling Plans
–
Outgoing Digit Plan (Call Me Now) ........................................................... 228
Figure 192 Calling Plans – Outgoing Pinhole Digit Plan (Originating Calls) ....................................... 229
Figure 193 Calling Plans
–
Outgoing Pinhole Digit Plan (Initiating Call Forwards/Transfers) ............ 230
Figure 194 Calling Plans
–
Outgoing Pinhole Digit Plan (Call Me Now) .............................................. 231
Figure 195 User – Client Applications ................................................................................................... 232
Figure 196 Client Applications – Attendant Console ............................................................................ 234
Figure 197 Attendant Console Display .................................................................................................. 236
Figure 198 Client Applications
–
BroadWorks Connector for Lotus Notes Sometime ........................ 236
Figure 199 Client Applications – Busy Lamp Field ............................................................................... 237
Figure 200 Client Applications – CommPilot Call Manager ................................................................. 238
Figure 201 Client Applications – Client Call Control ............................................................................. 239
Figure 202 Client Applications
–
Lync CTI ............................................................................................ 239
Figure 203 Client Applications
–
Lync Softphone ................................................................................. 240
Figure 204 Client Applications – Outlook Integration ........................................................................... 240
Figure 205 Client Applications
–
BroadTouch Business Communicator Desktop .............................. 241
Figure 206 Client Applications – BroadWorks Agent ........................................................................... 242
Figure 207 Client Applications – BroadWorks Supervisor ................................................................... 242
Figure 208 Client Applications – BroadWorks Receptionist–Enterprise .............................................. 243
Figure 209 Client Applications – BroadWorks Receptionist–Small Business ..................................... 244
Figure 210 Client Applications – BroadWorks Receptionist–Office ..................................................... 245
Figure 211 Client Applications – BroadSoft Assistant–Enterprise ....................................................... 246
Figure 212 Client Applications – BroadWorks Communicator ............................................................. 246
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Figure 213 Client Applications
–
eyePMedia Audio Video Client ......................................................... 247
Figure 214 Client Applications – Office Communicator Tab ................................................................ 247
Figure 215 Client Applications
–
Polycom Web Browser ..................................................................... 248
Figure 216 Client Applications
–
Client License .................................................................................... 248
Figure 217 Client Applications – BroadTouch Mobile Link ................................................................... 249
Figure 218 Client Applications
–
Bria for BroadWorks .......................................................................... 249
Figure 219 Client Applications
–
Polycom Phone Services List ........................................................... 249
Figure 220 Client Applications
–
Polycom Phone Services Set ........................................................... 250
Figure 221 Client Applications – UC-Connect ...................................................................................... 250
Figure 222 User – Meet-Me Conferencing ........................................................................................... 251
Figure 223 Meet-Me Conferencing – Meet-Me Conferences .............................................................. 252
Figure 224 Meet-Me Conferencing – Meet-Me Conference Add (Reservationless) .......................... 253
Figure 225 Meet-Me Conferencing
–
Meet-Me Conference Add (Recurring) ..................................... 254
Figure 226 Meet-Me Conference Add
–
Scheduling Details (Reservationless Conference) ............. 255
Figure 227 Meet-Me Conference Add
–
Scheduling Details (One-Time Conference) ....................... 255
Figure 228 Meet-Me Conference Add – Scheduling Details (Recurring Daily Conference) .............. 256
Figure 229 Meet-Me Conference Add
–
Scheduling Details (Recurring Weekly Conference) .......... 256
Figure 230 Meet-Me Conference Add
–
Scheduling Details (Recurring Monthly Conference) .......... 256
Figure 231 Meet-Me Conference Add – Scheduling Details (Recurring Yearly Conference) ............ 257
Figure 232 Meet-Me Conferencing
–
Meet-Me Conference Modify (Host View) ................................ 258
Figure 233 Meet-Me Conferencing
–
Meet-Me Conference Modify (Delegate View) ......................... 259
Figure 234 Meet-Me Conferencing
–
Meet-Me Conference Delegates Modify .................................. 260
Figure 235 Meet-Me Conferencing – Meet-Me Conference Custom Greeting Modify (Host View) .. 261
Figure 236 Meet-Me Conferencing
–
Meet-Me Conference Custom Greeting Modify
(Delegate View) ................................................................................................................... 261
Figure 237 Meet-Me Conference Modify (Conference Access Information) ....................................... 262
Figure 238 Meet-Me Conferencing
–
Meet-Me Conference Recordings ............................................ 263
Figure 239 Meet-Me Conferencing
–
Meet-Me Conference Recordings ............................................ 263
Figure 240 Meet-Me Conferencing – Meet-Me Conference Bridges ................................................... 264
Figure 241 User – Messaging ................................................................................................................ 265
Figure 242 Messaging – Aliases ........................................................................................................... 266
Figure 243 Aliases – Aliases Add .......................................................................................................... 267
Figure 244 Messaging – Collaborate – Sharing .................................................................................... 267
Figure 245 Messaging – Distribution Lists ............................................................................................ 268
Figure 246 Distribution Lists – Distribution Lists Add/Delete ................................................................ 269
Figure 247 Messaging – Greetings ....................................................................................................... 271
Figure 248 Messaging – Integrated IM&P ............................................................................................ 273
Figure 249 Messaging
–
Short Message Service ................................................................................. 274
Figure 250 Messaging – Third-Party IM&P ........................................................................................... 274
Figure 251 Messaging – Voice Management ....................................................................................... 275
Figure 252 Messaging – Voice Management Advanced Settings ....................................................... 277
Figure 253 Messaging – Voice Portal ................................................................................................... 278
Figure 254 Messaging – Fax Messaging .............................................................................................. 280
Figure 255 Messaging – MWI Delivery to Mobile Endpoint ................................................................. 281
Figure 256 Messaging – Third-Party MWI Control ............................................................................... 282
Figure 257 Messaging – Third-Party Voice Mail Support ..................................................................... 283
Figure 258 Messaging – Voice Portal Calling ....................................................................................... 284
Figure 259 User – Service Scripts ......................................................................................................... 285
Figure 260 Service Scripts – Configuration ........................................................................................... 286
Figure 261 Service Scripts – Load ........................................................................................................ 287
Figure 262 Service Scripts – Logs ......................................................................................................... 288
Figure 263 User
–
Collaborate ............................................................................................................... 289
Figure 264 Collaborate – Collaborate Rooms ....................................................................................... 290
Figure 265 Collaborate
–
Collaborate Room
–
Add .............................................................................. 291
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Figure 266 Collaborate Room – Add
–
Scheduling Details (Reservationless Session) ..................... 292
Figure 267 Collaborate Room – Add – Scheduling Details (One-time Session) ................................. 292
Figure 268 Collaborate Room
–
Add
–
Scheduling Details (Recurring Daily Sessions) ..................... 293
Figure 269 Collaborate Room
–
Add
–
Scheduling Details (Recurring Weekly Sessions) ................. 293
Figure 270 Collaborate Room – Add – Scheduling Details (Recurring Monthly Sessions) ................ 293
Figure 271 Collaborate Room
–
Add
–
Scheduling Details (Recurring Yearly Sessions) .................. 294
Figure 272 Collaborate
– C ollaborate Room – Modify .......................................................................... 295
Figure 273 Collaborate
–
Collaborate Room – Modify ......................................................................... 296
Figure 274 Collaborate – Collaborate Room – Instant Room .............................................................. 297
Figure 275 User – Utilities ...................................................................................................................... 298
Figure 276 Utilities – Authentication ...................................................................................................... 299
Figure 277 Utilities – Basic Call Logs (Placed Calls Tab) .................................................................... 300
Figure 278 Utilities – Basic Call Logs (Received Calls Tab) ................................................................ 301
Figure 279 Utilities – Basic Call Logs (Missed Calls Tab) .................................................................... 302
Figure 280 User – Enhanced Call Logs (Placed Calls Tab) ................................................................ 303
Figure 281 User – Enhanced Call Logs (Received Calls Tab) ............................................................ 304
Figure 282 User – Enhanced Call Logs (Missed Calls Tab) ................................................................ 305
Figure 283 Utilities – Feature Access Codes (Top of Page) ................................................................ 307
Figure 284 Utilities – Group Directory ................................................................................................... 315
Figure 285 Utilities – Group Directory Summary .................................................................................. 317
Figure 286 Utilities – Group Directory Detail ......................................................................................... 318
Figure 287 Utilities – Enterprise Directory (Top of Page) ..................................................................... 319
Figure 288 Utilities – Enterprise Directory Summary ............................................................................ 320
Figure 289 Utilities – Enterprise Directory Detail .................................................................................. 321
Figure 290 Utilities – Intercept User ...................................................................................................... 322
Figure 291 Utilities
–
Registrations ........................................................................................................ 324
Figure 292 Utilities
–
Prepaid ................................................................................................................. 325
Figure 293 Utilities – Visual Device Management ................................................................................ 325
Figure 294 Utilities
–
Security Classification .......................................................................................... 326
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1 Summary of Changes
This section describes the changes to this document for each release and document version.
1.1 Changes for Release 21.0, Document Version 3
This version of the document includes the following change: n
Removed references to Hosted Thick clients as they are no longer supported.
1.2 Changes for Release 21.0, Document Version 2
This version of the document includes the following changes: n
Made minor editorial changes.
1.3 Changes for Release 21.0, Document Version 1
This version of the document includes the following changes: n
Added section
5.12 Number Portability Announcement
and updated section
13.5
Feature Access Codes
for the
Support for Number Portability Feature Description
(EV 193116).
n
n n n n
Updated section
13.5 Feature Access Codes
for the
Disabling of Feature Access
Codes Feature Description (EV 173606)
.
Updated section
3.4 Announcement Repository
for the
Retrieving Custom Media Files
Feature Description (EV 178326)
.
Updated index and added allowed values for most settings.
Added section
4.24
Personal Assistant
for the
Personal
Assistant
Service
Feature
(
EV
204023
).
Updated sections
6.19 BroadWorks Mobility
and
13.5 Feature Access Codes
for the
BroadWorks Mobility Persona Management Feature Description (EVs 203930,
210450, 213818, and 210489)
. n n
n n n n
Updated section
13.5 Feature Access Codes
for the
Disabling of Feature Access
Codes Feature Description (EV 173606)
.
Updated sections
4.11 Call Notify
,
4.18 Call Forwarding Selective
,
4.21 Custom
Ringback User
,
4.23 Pre-alerting Announcement
,
4.25 Priority Alert
,
4.26 Selective
Call Acceptance
,
4.27
Selective Call
Rejection
,
6.18 BroadWorks Anywhere
,
6.23
Executive
, and
6.24 Executive-Assistant
for the
Selective Criteria Enhancements for
Called Number Feature Description (EV 210650)
.
Added section
3.9 Device Policies
for the
Call Decline Device Policy Feature
Description (EV 194286)
.
Added section
3.6 Route List
for the
Enterprise Trunk Enhancements Feature
Description (EVs 198534, 220706, and 221238)
.
Added section
6.15 OMA Presence
for the
OMA Presence Feature Description
(EV 213832).
Added section
10.3 Collaborate – Sharing
and updated sections
10 Messaging
and
10.6 Integrated IM&P
for the
Messaging Server Sharing Server Licensing Feature
Description (EV 224880)
.
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n n
Changed document name from
BroadWorks Application Server User Web Interface
Administration Guide
to
BroadWorks User Web Interface Administration Guide
.
Added section
12 Collaborate
and updated section
4.17 Alternate Numbers
(Distinctive Ring)
for the
Video Collaboration Feature Description (EV 214095).
1.4 Changes for Release 20.0, Document Version 1
This version of the document includes the following changes: n
Added sections
6.23 Executive
and
6.24 Executive-Assistant
and updated section
13.5 Feature Access Codes
for the
Executive and Assistant Services Feature
Description (EV 160554)
. n
Updated sections
6.21 Call Recording
and
13.5 Feature Access Codes
for the
Call
Recording – Start/Stop/Pause/Resume User Control Feature Description
(EV 170972)
. n n
n n n
Updated section
6.21 Call Recording
for the
Call Recording End User Notification Of
Recording Feature Description (EV 170971)
.
Updated section
10.5 Greetings
for the
Extended Away Feature Description
(EV 173740)
.
Added sections
8.7 Lync CTI
and
8.8 Lync Softphone
for the
Lync License Support
Feature Description (EV 1730940)
.
Updated section
3.2 Profile
for the
Name Dialing Policy for Auto Attendant Feature
Description (EV 178323)
.
Added section
13.12 Security Classification
for the
Visual Security Classification for
Active Call Feature Description (EV 170974).
n n n
n n n
Added section
6.25 Flexible Seating Guest
and updated section
13.5 Feature Access
Codes
for the
Flexible Seating Feature Description (EV 114601).
Added section
13.11 Visual Device Management
for the
Visual Device Management
Support Feature Description (EV 177199)
.
Updated section
6.21 Call Recording
for the
Call Recording Voice Mail Recording
Feature Specification (EV 170964)
.
Updated section
3.8 Call Policies
for the
Call Processing Control Enhancements
Feature Description (EV 178322)
.
Updated section
13.5 Feature Access Codes
for the
Hunt Group Call Busy Feature
Description (EV 173577).
Added section
3.4 Announcement Repository
and updated the
4.21 Custom
Ringback User
,
4.23 Pre-alerting Announcement
,
6.13 Music/Video On Hold
,
9.2.6
Define Conference Greeting
,
10.5 Greetings
, and
10.10 Voice Portal
for the
Announcement Repository Feature Description (EV 179248)
.
1.5 Changes for Release 19.0, Document Version 2
This version of the document includes the following change: n
Corrected section numbering.
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1.6 Changes for Release 19.0, Document Version 1
This version of the document includes the following changes: n
Updated section
4.20 CommPilot Express
. n n
Updated section
13.5 Feature Access Codes
for the
Find-me/Follow-me Service
Feature Description (EV 125258)
and the
Hunt Group Call Busy Feature Description
(EV 146324)
.
Updated section
13.4.1 View Placed Calls
for the
Enhanced Call Log Server Feature
Description (EV 117143)
. n n n
n n n n
n
Updated section
6.20 Call Centers
for the
Call Center Agent Not Reachable Stranded
Policy Feature Description (EV 149564), CC Thresholds and Alerts Feature
Description (EV 150062), and Call Center Skill-Based Routing Feature Description
(EV 149447).
Added section
6.26 Group Night Forwarding
for the
Group Night Forwarding Service
Feature Description (EV 155570)
.
Updated section 9
Meet-Me Conferencing
for the
Meet-Me Custom Entrance
Announcement Feature Description (EV 150783), Meet-Me Security PIN Feature
Description (EVs 150790 and 150792), and Meet-Me Attendee Initiated Self-Identity
Feature Description (EV 150780).
Updated section 8
Client Applications
for the
Mobile Link Client License Feature
Description (EV 160902) and Additional Client Licenses for BTBC and Generic
Feature Description (EV 164985)
and for EV 180736.
Updated section
3.3 Addresses
for the
Primary Line Controls Feature Description
(EV 165936)
Updated sections
3.3 Addresses , 6.33 Shared Call Appearance
, and
6.34 Video Add-
On
for the
Device Management LinePort Ordering Enhancement Feature Description
(EV 152312)
.
Updated section
13.9 Registrations
for the
SIP Authentication and Device Profile
Password Rules Feature Description (EV 155574)
.
Updated sections
3.7 Schedules
and 9
Meet-Me Conferencing
for the
Schedule User
Interface Improvements
Feature Description (EV 158330) and for
EV 180946
.
n n
Corrected the capitalization of “voice portal”.
Updated section
9.2.6 Define Conference Greeting
for EV 179892.
1.7 Changes for Release 18.0, Document Version 1
This version of the document includes the following changes: n n n
Added section
5.11 Group Paging
and modified sections
6.18 BroadWorks Anywhere
and
6.33 Shared Call Appearance
for the
Group Paging Feature Description
(EV 92408)
.
Updated sections
6.33 Shared Call Appearance
and
8.4 Busy Lamp Field
for the
Call
Park and Recall Enhancements Feature Description
(
EV 66066)
.
Updated section
13.5 Feature Access Codes
for the
Interrogation FACs for
CW/SCR/ACR/CLIR/COLR Feature Description (EV 97685)
and for the
Call
Recording Interface Feature Description (EV 46941)
.
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n n n n n n n n n n n n n n n n n n n n n
Added section
9 Meet-Me Conferencing
for the
Meet-Me Conferencing, Phase 1
Feature Description
(EV 110764),
Meet Me Conference Delegates Support Feature
Description (EV 142877).
Updated sections
3.7 Schedules
,
4.11.2 Add Call Notify Entry
,
4.18.2 Add Call
Forwarding Selective Call Entry , 4.21.1 Add Custom Ringback User Entry
,
4.25.2 Add
Priority Alert Entry
,
4.26.2 Add Selective Acceptance Entry
,
4.27.2 Add Selective
Rejection Entry
,
4.28.2 Add Sequential Ring Entry
,
4.30.2 Add Simultaneous Ringing
Personal Entry
,
6.18.2 Add BroadWorks Anywhere Location
for the
Service Provider
Schedules Feature Description (108949)
.
Added section
10.7 Short Message Service
for the
Short Message Service Feature
Description (EV 52417)
.
Updated sections
10 Messaging
and
3.2 Profile
added sections
10.6 Integrated IM&P
and
10.8 Third-Party IM&P
for the
BroadCloud IM&P Interconnect Support
Feature
Description (EV 114602)
.
Updated section
10.11 Fax Messaging
for the
Fax Alias Feature Description
(EV 101583)
.
Added section
6.19 BroadWorks Mobility
for the
BroadWorks Mobility Feature
Description (EV 119810)
.
Added section and updated section 7
Calling Plans
for the
Call Me Now Feature
Description (EV 97691)
.
Updated the
5.9 Speed Dial 100
for the
New Speed Dial 100 Dialing Pattern XX
Feature Description (EV 104220)
.
Updated section
13 Utilities
and added section
13.3 Basic Call Logs
for the
Basic Call
Logs in Portal Feature Description (EV 143532)
.
Updated section
13.4 Enhanced Call Logs
for the
Enhanced Call Logs Server Feature
Description (EV 113689)
.
Added section
7.5 Outgoing Pinhole Digit Plan
for the
Outgoing Calling Plan Dial
Restriction Override Patterns Feature Description (EV 115681).
Updated section 7
Calling Plans
to align the guide with the user interface.
Updated 8
Client Applications
for the
IBM Sametime License Feature Description
(EV 115021)
.
Updated section
10.5 Greetings
for the
Greetings-Only Mailbox Option Feature
Description (EV 115686)
.
Updated section
6.3 Call Waiting
for the
Calling Line ID with Call Waiting Decoupling
Feature Description (EV 130563)
.
Updated section
3.2 Profile
for the
BroadCloud IM&P Interconnect Support Feature
Description
(EV 114602)
.
Updated sections
6.4 Call Pickup
,
13.6 Group Directory
, and
13.7 Enterprise Directory
for the
Search by Extension and User ID Feature Description (EV 62407)
.
Removed information and procedures for the Instant Conferencing service which has been replaced by Meet-Me Conferencing.
Updated section
13.4 Enhanced Call Logs
for EV 155485.
Updated section
13 Utilities
for EV 155610.
Updated document for EV 155944.
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n n n
Updated section
4.17.2 Select Distinctive Ring Pattern
.
Updated sections
5.9.1 View or Delete Speed Dial 100 Dialing Codes
and
13.5.1
View Your Feature Access Codes
for EV 156545.
Updated section
9.2 Conferences
for EV 156605.
1.8 Changes for Release 17.0, Document Version 2
This version of the document includes the following changes: n
Updated section
6.20.1 Configure Call Center Settings or Join Call Centers
for
EV 112225. n
Removed custom features, which include
Intelligent Network Service Control,
Simultaneous
Ringing Family
, and
Mobile Extension to Extension Dialing
as well as
Assistant–Mobile
.
1.9 Changes for Release 17.0, Document Version 1
This version of the document includes the following changes: n n
Updated section
13.5 Feature Access Codes
for the
Call Center Enhancements
,
Voice Mail Retrieval FAC
,
Communication Barring User-Control
,
Legacy Automatic
Callback Service (EV 98945)
,
Directed
MSN Support
, and
Call Center Barge-in
Enhancements (EV 98104)
Feature Descriptions
.
Updated section
13.8 Intercept User
for the
Intercept Enhancements Feature
Description
. n n n
n n n n n n
n n
Updated section
4.27 Selective Call
Rejection
for the
Selective Call Rejection
Enhancements Feature Description (EV 91793)
.
Added section
6.16 Communication Barring User-Control
for the
Communication
Barring User-Control Feature Description
.
Added sections
4.5 Calling Name Delivery
and
4.6 Calling Number Delivery
for the
Calling Name and Number Delivery Split Feature Description
(EV 95515)
.
Updated section
Holiday Schedule
for the
Holiday Schedule Enhancements
Feature
Description
.
Updated section
6.11 In-Call Service Activation
for the
In-Call Service Activation
Enhancements for Call Transfer Feature Description
(EV 95517).
Updated section
6.20 Call Centers
for the
Call Center Enhancements Feature
Description
(EV 95370).
Updated section
3.8 Call Policies
for the
Hidden Call Forwarding Option Support
Feature Description (EV 98932)
.
Updated section
6.7 Directed Call Pickup with Barge-in
for the
Call Center Barge-in
Enhancements (EV 98104)
Feature Description.
Added section
8.19 Office Communicator Tab
for the
Office Communicator Tab
Feature Description
(EV 98563)
.
Updated sections
4.30 Simultaneous Ringing Personal
and
4.30 Simultaneous
Ringing Family
for the
Add Selective Criteria to Simultaneous Ringing Feature
Description
.
Updated section
6.20 Call Centers
for the
Agent Unavailability Codes Feature
Description
(EV 98105)
.
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n n n n n n n n n n n
Deleted sections
Time Schedule
and
Holiday Schedule
and replaced them with section
3.7 Schedule
for the
Schedule Recurrence Support Feature Description
(EV 99280)
.
Added section
3.13 Office Zone
for the
Location-based Calling Restrictions Feature
Description
(EV 101360)
.
Added section
4.23
Pre-alerting Announcement
for the
Pre-alerting Announcement
Feature Description
(EV 99279)
.
Added section
5.6 Legacy Automatic Callback
for the
Legacy Automatic Callback
Service Feature Specification
(EV 98945)
.
Updated sections
10.9 Voice Management
and
10.14 Third-Party Voice Mail Support
for the
Location-based Calling Restrictions Feature Description (EV 101360)
.
Updated section
6.20 Call Centers
and added section
3.11 Route Point Supervisors
for the
Network CTI Integration Feature Description (EV 87520)
.
Updated section
10.9 Voice Management
for EV 105948.
Updated section
4.26 Selective Call Acceptance
for EV 109993.
Updated section
5.6 Legacy Automatic Callback
for EV 110106.
Updated section
10.14.1 Configure Third-Party Voice Mail System
for EV 110539.
Updated sections
13.6 Group Directory
and
13.7 Enterprise Directory
for the
Variable
Length and Longer Extension Support Feature Description (EV 95518)
.
1.10 Changes for Release 16.0, Document Version 1
This version of the document includes the following changes: n n
n
Added section
Holiday Schedule
, and modified sections 3
Profile
,
4.11 Call Notify
,
4.18 Call Forwarding Selective
,
4.21 Custom Ringback User
,
4.25 Priority Alert
,
4.26
Selective Call
Acceptance
,
4.27 Selective Call
Rejection
,
4.28 Sequential Ring
, and
6.18 BroadWorks Anywhere
for the
Selective Call Forwarding Enhancement and
Selective Call Rejection to Block Forwarded Calls Feature Description
.
Modified section
6.7 Directed Call Pickup with Barge-in
for the
Barge-In Feature
Access Code Feature Description
.
Modified sections
3.3 Addresses
and
6.22 Charge Number
for the
Enterprise
Trunking Feature Description
. n n n n n
n
Modified sections
4.21 Custom Ringback User
and
6.13 Music/Video On Hold
for the
User-Defined Custom Ringback and Music on Hold Feature Description
.
Added section
13.10 Prepaid
for the
IMS Accounting Ro Interface Feature
Description
.
Added section
6.17 Advice of Charge
and modified section
13.5 Feature Access
Codes
for the
Advice of Charge Feature Description
.
Updated section
5.4 Calling Party Category
for the
Configurable Calling Party
Category Values Feature Description.
Modified section
13.5 Feature Access Codes
for the
Advice of Charge, Interrogation
FAC, Selective Call Forwarding Enhancements, SIP Bridged Lines, and Call Return to
Playback Number Feature Descriptions
.
Modified section
4.27 Selective Call
Rejection
for the
Selective Call Rejection to Block
Forwarded Calls Feature Description.
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n n n n n n n n
Modified section
6.20 Call Centers
and added section
3.12 Supervisor
for the
Call
Center Enhancements Feature Description
.
Added section
8.23 Bria for BroadWorks
for the
Bria for BroadWorks Feature
Description
.
Modified section
3.2 Profile
for the
Communication Barring – Fixed Feature
Description.
Added section
8.24 Polycom Phone Services
.
Modified section
8
Client Applications
for the
Web-based/Web-Services-based
Receptionist and Call Center Client Applications
Feature Description
.
Added sections on
Intelligent Network Service Control
and
Simultaneous
Ringing
Family
and modified sections
4.11 Call Notify
,
4.30 Simultaneous Ringing Personal
to match the interface.
Added section
8.25 UC-Connect
for EV 96730.
Updated for EV 98908.
1.11 Changes for Release 15.0, Document Version 3
This version of the document includes the following changes: n
Updated section
4.25.2 Add Priority Alert
for EV 84336. n
Updated section
7.3.3 Display Permission for Your Calls to Be Forwarded or
Transferred
for EV 61621.
1.12 Changes for Release 15.0, Document Version 2
This version of the document includes the following changes: n
Updated section
5.2 Automatic Callback
for EV 67093.
1.13 Changes for Release 15.0, Document Version 1
This version of the document includes the following changes: n
Updated
sections
6.33.2 Enable or Disable Shared Call Appearance
and
10.11.1 Turn
Fax Messaging On and Off
for EV 67122. n
Updated sections
13.5.1 View Your Feature Access Codes
and
5.2 Automatic
Callback
for EV 67093. n n n n
Added a new check box called
Enable this location
in section
6.33.2 Enable or
Disable Shared
Call Appearance.
For the
Automatic Callback Enhancements Feature Description,
added two new feature access codes for Automatic Callback Menu Access and Automatic Callback
Deactivation to section
13.5 Feature Access Codes
.
For the
Configurable Maximum For Number of Rings Setting Feature Description,
updated the number of rings for the Call Forwarding No Answer, Sequential Ringing,
Third-Party Voice Mail Support, and Greetings services in sections
4.9 Call
Forwarding No Answer
,
4.28 Sequential Ringing
,
10.14 Third-Party Voice Mail
Support
and
10.5 Greetings .
For the
Zone Calling Restrictions Feature Description
, added new user service to section
6.35 Zone Calling Restrictions.
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1.14 Changes for Releases 14.sp1 through 14.sp6
Release 14.sp6
The following changes were made to this document for Release 14.sp6: n n
For the
Anonymous Call Rejection Feature Access Codes Feature Description
, added two new feature access codes for Anonymous Call Rejection Activation and
Anonymous Call Rejection Deactivation to section
13.5 Feature Access Codes.
For the
Revised Attendant Console Feature Description,
updated document to show the new single link to launch the Attendant and/or Console Call Manager, (depending on which services are configured for the user) in sections
8.2 Attendant Console
and
8.5 CommPilot Call Manager
.
Release 14.sp5
There were no changes to this document for Release 14.sp5.
Release 14.sp4
The following changes were made to this document for Release 14.sp4: n n
For the
Answer Confirmation on Forking Services Enhancements Feature
Description
, added the “Answer Confirmation” check box for the Simultaneous
Ringing service to section
4.30 Simultaneous Ringing Personal
.
For the
BroadWorks Anywhere Feature Description
, added section
6.18 BroadWorks
Anywhere
. n n n n n n n
For the
Busy Camp On Feature Description
, added new Call Transfer Recall settings for busy camp on functionality to section
6.10 Call Transfer
.
For the
Delete Call Logs Feature Description
, added new delete call logs functionality to section
13.4 Enhanced Call Logs.
For the
Group Call Park Feature Description
, added the Group Call Park feature access code to section
13.5 Feature Access Codes.
For the
Hoteling Timer Enhancements Feature Description
, described enhancement to the Hoteling service, which made the disassociation timer optional to sections
6.28
Hoteling Host
and
6.27 Hoteling Guest.
Release 14.sp3
The following changes were made to this document for Release 14.sp3: n n n
For the
Call Manager Server Feature Description
, updated sections
8.2 Attendant
Console
and
8.5 CommPilot Call Manager
to add automatic login options.
For the
Call Center Architecture Enhancements Feature Description
, added ACD states to section
Indicate Your ACD State of Join a Call Center
.
For the
Connected Line Identification Presentation (COLP)/Connected Line
Identification Restriction (COLR) Feature Description
, added section
3.8 Call Policies
and
4.12 Connected Line Identification Restriction.
For the
External Custom Ringback Feature Description
, added new
External Custom
Ringback
service to section
4.22 External Custom Ringback.
For the
In-Call Service Activation for TDM Overlay Feature Description
, added new In-
Call Service Activation
service to section
6.11 In-Call Service Activation.
For the
Telephone Number Inventory Feature Description
, added
Activation Status
to sections
3.3 Addresses
,
4.16 Automatic Hold/Retrieve
and
10.11 Fax Messaging
.
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Release 14.sp2
The following changes were made to this document for Release 14.sp2: n n n n n
For the
Call Forwarding Not Reachable Feature Description
, the Call Forwarding Not
Reachable service was added to section
4.10 Call Forwarding Not Reachable.
For the
Receptionist – Application Server Licenses and Lists Feature Description
, the
BroadWorks Receptionist – Enterprise, BroadWorks Receptionist – Small Business, and BroadWorks Receptionist – Office were added to section
8
Client Applications
.
The Attendant Console service was also updated to allow the selection of a list of users to monitor. The Phone Status Monitoring section was removed.
For the
Call Transfer Recall Feature Description
, added new Call Transfer Recall settings to section
6.10 Call Transfer
.
For the
Hoteling Guest Provisioning Enhancements Feature Description
, added new host association limit information to section
6.27 Hoteling Guest.
For the
MWI Delivery to Mobile Endpoint Feature Description
, added new user service to section
10.12 MWI Delivery to Mobile Endpoint
. n
For the
Shared Call Appearance Enhancement Feature Description
, added new check box called
Allow Call Retrieve from another location
to section
6.33 Shared Call
Appearance.
n
For the
User Managed Privacy Service Feature Description
, added new options to section
3.8 Call Policies.
Release 14.sp1
There were no changes to this document for Release 14.sp1.
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2 About This Guide
The
BroadWorks User Web Interface Administration Guide
is designed to assist users with all CommPilot Personal web portal functions on BroadWorks. The web portal enables users to self-configure and manage group and personal features in real-time.
Detailed instructions for each CommPilot Personal function and page can be found both in this guide and in the online help, available from the
Help
link on each web page.
This guide assumes users are familiar with the procedures in the
BroadWorks Getting
Started Web Interface Administration Guide.
The organization of this guide follows the structure of the user interface.
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3 Profile
Once you’ve logged into the system, the
User – Profile
page appears, which is your
Home
page. At any time you can click
Home
to return to your
Home
page.
Use the
User – Profile
menu page to manage your personal profile data.
Figure 1 User – Profile n n
Basic menu
The
Basic
menu displays the items that all users can use including:
−
Profile
−
Addresses
−
Announcement Repository
−
Passwords
−
Route List
−
Schedules
Advanced services
This menu displays the menu items that users can use only if such functions have been assigned to them:
−
Call Policies
−
Device Policies
−
Privacy
−
Route Point Supervisors
−
Supervisor
−
Office Zone
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3.1 Access Profile Menu
When you log in, the
User – Profile
menu page appears. This is your
Home
page. You can click
Home
to access this page from any other page in CommPilot Personal web interface or click
Profile
from the
Options
list.
3.2 Profile
Use this menu item on the
User – Profile
menu page to modify your personal information.
Information marked with an asterisk is required. You cannot edit read-only information.
Figure 2 Profile – Profile
1)
2)
On the
User – Profile
menu page, click
Profile
. The
User – Profile
page appears.
Provide the following information. Required data are indicated with an asterisk (*).
Other data are optional, but recommended.
Setting Name
Service Provider
ID or Enterprise ID
Group
User ID
Allowed Values
(Read only)
(Read only)
(Read only)
Instructions
Service provider or enterprise for your group.
Name of the group to which you belong.
Your login ID.
Example
AWSTelecom
ABCDistributing
Last Name * Your last name. joesmith@abcdi stributing.com
Jones-Smith
First Name *
1 through 30 characters.
1 through 30 characters.
(Read only)
Your first name. Joseph
Last name that appears on caller ID. Smith Calling Line ID
Last Name
Calling Line ID
First Name
(Read only) First name that appears on caller ID. Joseph
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Setting Name
Name Dialing Last
Name
Name Dialing First
Name
Calling Line ID
Phone Number
(see Note 1)
Department
Language
Time Zone
Network Class of
Service
Allowed Values
1 through 30 characters.
1 through 30 characters.
(Read only)
Optional
Instructions
Last name used by the automated receptionist to find you when callers dial by name.
First name used by the automated receptionist to find you when callers dial by name.
Phone number that appears on caller ID. If the administrator has enabled the Configurable Calling
Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group
CLID appears for emergency calls.
Your department.
The language of your interface.
(Read only)
The drop-down box lists the languages configured for your system.
The drop-down box lists the time zones from which to choose.
(Read only)
A drop-down list of time zones.
The network class of service assigned to you, which determines how your calls are processed.
Additional Information Area
Title 1 through 50 characters.
Pager 1 through 30 characters.
Mobile
Yahoo ID
2 through 30 digits
(3 through 22 in
E.164 format, that is +<country code>
<national number>). Spaces and dashes are allowed but are not included in the number.
1 through 50 characters.
Your title.
Your complete pager number. If this number is not one assigned to the group, type the complete number:
+<country code> <national number>. For example, “+1” must precede a long-distance number within the U.S.
Your complete mobile phone number. If this number is not one assigned to the group, type the complete number: +<country code>
<national number>. For example,
“+1” must precede a long-distance number within the U.S.
Marketing
Director
4105558888
4105559999
Your Instant Messaging Yahoo ID.
Example
Smith
Joe
3015551000
Finance
English
(GMT-05:00) –
US Indiana
Business
Standard
Chatsalot88
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Setting Name
E-mail
Location
Address
City
State/Province
Zip/Postal Code
Country
IM&P ID (see
Note 2).
IM&P Password
Allowed Values
3 through 80 characters in the format of user@domain.
Can contain only one @ symbol, letters, digits, and the following characters: !, #, $,
%, &, *, +, -, /, =, _,
{, }, |, ~, `, ., ?, ^, or single quotes.
1 through 80 characters.
Two lines, maximum 80 characters each.
1 through 50 characters.
The drop-down box lists the available choices.
1 through 50 characters.
1 through 50 characters.
(Read-only for
Integrated IM&P)
1 through 50 characters.
(Read-only for
Integrated IM&P)
1 through 50 characters.
Same as IM&P password.
Instructions
Your valid e-mail address.
Your specific location (for example floor number or cubicle number).
Your street address;; this is likely the company address.
Your city name.
Your state or province.
Your zip or postal code.
Your country.
The ID for your Integrated IM&P or
Third-party IM&P service. You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the
Integrated IM&P service or your
Integrated IM&P service is disabled.
To change your IM&P password, type the new password.
You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the
Integrated IM&P service or your
Integrated IM&P service is disabled.
Type your new IM&P password again.
Example
joesmith@abcdi stributing.com
12 th
Floor
123 Main Street
Suite 701
Baltimore
MD
20877
United States [email protected]
c.im
******
****** Re-type IM&P
Password
NOTE 1:
The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item.
NOTE 2
: The Instant Messaging and Presence (IM&P) credentials (ID and password) appear only if you have the Integrated IM&P service activated or Third-party IM&P service assigned.
When you have both services assigned and Integrated IM&P is active, Integrated IM&P credentials are displayed (in read-only mode).
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3)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.3 Addresses
Use this menu item on the
User – Profile
menu to view your phone numbers and other identities that are used to make and receive calls.
Figure 3 Profile – Addresses for User Assigned Identity/Device Profile
NOTE:
Identity/Device profile or Trunk Group information is visible only if it has been defined for you by your administrator.
Figure 3
shows the
User – Addresses
page for a user with an
Identity/Device Profile assigned,
Figure 4
shows the
User – Addresses
page for a user assigned to a trunk group, and
Figure 5
shows the
User
–
Addresses Advanced Settings
page for a user with an Identity/Device Profile assigned.
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Figure 4 Profile – Addresses for User Assigned to Trunk Group
Figure 5 Profile – Addresses Advanced Settings
1)
On the
User – Profile
menu page, click
Addresses
. The
User – Addresses
page appears.
The following table explains the items on this page.
Item Name
Phone Number
Activation Status
Description
Your phone number.
The activation status of the assigned phone number is displayed to the right of the number. The activation status is either “Activated” or “Not Activated”. The status is not shown if the phone number is set to
“None”.
Once your number is activated your phone (device) can be used to place calls;; log in to the voice portal, receive voice messages, and so on.
Extension Your extension.
Identity/Device Profile
Identity/Device
Profile Name
The name of the identity/device profile assigned to you.
Example
3015551005
Activated
1005
Polycom601_7000_1
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Item Name
Line/Port
Public Identity
Port Number
Contact
Description
The line/port of the identity/device profile assigned to you.
Not available in IMS deployments.
The alphanumeric string identifying the device handling your calls.
Available only in IMS deployments.
The device port number assigned to you. Applicable only for devices with static line ordering enabled.
Up to five contact addresses. Only available for identity/device profile types that allow static registrations.
In IMS deployments, multiple contacts are not allowed.
Example
4040@ abcdistributing.com joesmith@ abcdistributing.com
6
3015551005@ abcdistributing.com
Trunking
Trunk Group
Line/Port
Public Identity
Contact
The trunk group assigned to you.
Your line, port number, or SIP address, depending on the identity/device profile type assigned to you or to your trunk group.
Not available in IMS deployments.
The alphanumeric string identifying the device handling your calls.
Available only in IMS deployments.
Up to five contact addresses. Only available for trunks with a static registration-capable device assigned.
In IMS deployments, multiple contacts are not allowed.
Your alternate trunk identity. abctrunkgroup
3015551000@ abcdistributing.com
3015551000@ abcdistributing.com
3015551003@ abcdistributing.com
Alternate Trunk
Identity joesmith@ abcdistributing.com
Enterprise Trunk The enterprise trunk you are assigned to. entTrunk1 (or any name your administrator gives to the enterprise trunk)
Aliases Up to three valid aliases to be used for URL dialing and other services. joesmith@ abcdistributing.com or
3015551000@ broadsoft.com
2)
If the
Advanced Settings
link is visible, click the link to view the advanced settings configured for your main line. The
User
–
Addresses Advanced Settings
read-only page appears.
The following table explains the items on this page.
Item Name
Allow Origination from this location
Description
When this option is checked, call originations from your main line are allowed.
Allow Termination to this location When this option is checked, call termination to your main line are allowed.
3)
To display the previous page, click
OK
.
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3.4 Announcement Repository
Your Announcement Repository is a repository for all your custom announcements that you use in your services and allows you to add, modify, or delete announcements. It provides the following capabilities: n
The ability to share a single announcement among multiple services. n n
The ability to modify an announcement while it is being used by services.
The ability to keep an announcement on the system without it being used by a service.
NOTE
: You can also create announcements from the voice portal that can be used by any service.
Use this menu item on the
User – Profile
menu page to manage your custom announcements using the following procedures. n n
n
List and Delete Announcements
Add Announcement
Modify Announcement
3.4.1 List and Delete Announcements
Use the
Profile
–
Announcement Repository
page to list your custom announcements.
This page is a list page. Depending on the number of pages of data in a list, list pages allow you to search several different ways. You can click the heading of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, and click the page links, such as Next or Last. For more information on defining search criteria, see the
BroadWorks Getting Started Web Interface Administration
Guide
.
Figure 6 Profile – Announcement Repository
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1)
2)
3)
4)
5)
6)
On the
User – Profile
menu page, click
Announcement Repository
. The
User –
Announcement Repository
page appears. The Audio tab is displayed by default.
To view your video announcements, click
Video
.
To search for specific announcements, enter your search criteria and click
Search
.
Or to display all audio or video announcements, click
Search
without entering any criteria.
The announcements are listed with their type and file size.
To delete an announcement, check the
Delete
box in the row of the announcement.
To download an announcement, click the
download
link in the row of the announcement. You can then save the announcement on your local computer.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.4.2 Add Announcement
Use the
Profile
–
Announcement Repository
Add
page to add announcements to your
Announcement Repository.
Figure 7 Profile – Announcement Repository Add
1)
2)
3)
4)
5)
On the
User – Profile
menu page, click
Announcement Repository
. The
User –
Announcement Repository
page appears.
Click
Add
. The
User – Announcement Repository
Add
page appears.
In the
Name
text box, enter a name for the new announcement. The name can be up to 80 characters in length.
In the
Upload Announcement File
text box, type the path and file name of a file with your announcement or click
Browse
to locate the file on your computer.
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.4.3 Modify Announcement
Use the
Profile – Announcement Repository
Modify
page to modify and existing announcement in your Announcement Repository.
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Figure 8 Profile – Announcement Repository Modify
1)
2)
3)
4)
5)
7)
6)
On the
User – Profile
menu page, click
Announcement Repository
. The
User –
Announcement Repository
page appears, displaying the Audio tab.
To modify a video announcement, click the
Video
tab.
To search for specific announcements, enter your search criteria and click
Search
.
Or to display all audio or video announcements, click
Search
without entering any criteria.
Click
Edit
in the row of the announcement to modify. The
Group – Announcement
Repository Modif
y page appears.
Modify the announcement as required. For information on the fields available on this page, see section
3.4.2 Add Announcement
.
To download the announcement, click the
Download
link. You can then save the announcement to your local computer.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and returns to the previous page.
To exit without changing, click Cancel or select another page.
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3.5 Passwords
Use this menu item on the
User – Profile
menu page to change your web access and portal passwords.
Figure 9 User – Passwords
3.5.1 Change Your Password
Use this procedure to reset your web access or voice portal password.
1)
2)
On the
User – Profile
menu page, click
Passwords
. The
User – Passwords
page appears.
Click the button to indicate which password you are changing. To change the password that gets you into BroadWorks, click
Set web access password
. To change the password for your voice messaging options, click
Set portal password
.
NOTE:
The
Set portal password
option appears only if you have the Voice Messaging service.
3)
4)
5)
6)
Type your current password. Type the password exactly as you do when logging into the system, including capitalization. The password does not appear as you type on the keyboard;; * appears for each character typed, for example, ******.
Type the new password. Enter the password exactly as you do when logging into the system, including capitalization. Follow the password and passcode rules specified for your system. For example, your password may be required to contains at least one non-alphanumeric character and be different from the last five passwords. Portal passwords are numeric characters only. Contact your administrator for assistance.
The password does not appear as you type on the keyboard;; * appears for each character typed, for example ******.
Type the new password again. Re-type the new password exactly as it was typed the first time, including capitalization.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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3.6 Route List
Use this menu item on the
User
–
Profil
e menu page to view the Route List service configuration.
The Route List service is typically assigned to a trunk group user profile to provide call connectivity to users on a PBX using one BroadWorks user profile. The phone numbers sharing the profile are assigned to the Route List service assigned to that user profile.
The page displays the following information: n
Whether to treat call originations and PBX redirections from numbers within the ranges assigned to the Route List service as screened. n n n
Whether to use the phone numbers in the number ranges assigned to the Route List service for non-emergency calls.
Whether to use the phone numbers in the enterprise trunk number ranges assigned to the Route List service for emergency calls.
Ranges of numbers served by this user profile.
3.6.1 View Service Settings and Assigned Numbers
Use the
User – Route List
page to see view the service configuration.
Figure 10 Profile – Route List
1)
2)
On the
User – Profile
menu page, click
Route List
. The
User – Route List
page appears.
Click
OK
to return to the previous page.
3.7 Schedules
The
Schedules
feature allows you to create personal schedules and view group schedules, and enterprise schedules if your group is part of an enterprise. You cannot modify or delete group and enterprise schedules.
Schedules can be of one of two types: Holiday or Time.
You can apply schedules to services such as BroadWorks Anywhere, Call Notify, or
Selective Call Forwarding to specify when the service applies.
You create a schedule by first creating an empty schedule and then adding events to it to specify when the schedule applies.
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NOTE
: An empty schedule, that is a schedule with no events, is considered by the system as always applying.
Use the
Schedules
menu item on the
User – Profile
menu page to: n n
n n n
List and Delete Schedules
Add Personal Schedule
Add Event to Personal Schedule
Modify Personal Schedule
View Group or Enterprise Schedule Details
3.7.1 List and Delete Schedules
Use the
User – Schedule
page to list your list the schedules available to you and to delete a personal schedule. From this page, you can also access pages to view, add, or modify schedules.
NOTE:
You can view but not modify or delete group and enterprise schedules.
Figure 11 User – Schedule
1)
2)
3)
4)
On the
User – Profile
menu page, click
Schedule
. The
User – Schedule
page appears, listing the schedules available to you.
This page is a list page. Depending on the number of pages of data in a list, list pages allow you to search several different ways. You can click the heading of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, and click the page links, for example,
Find
or
Find All
.
For more information on defining search criteria, see the
BroadWorks Getting Started
Web Interface Administration Guide
.
To delete a schedule, check the
Delete
box in the row of the schedule to delete. You can only delete personal schedules.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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3.7.2 Add Personal Schedule
Use the
User – Schedule Add
page to add a personal schedule.
Figure 12 User – Schedule Add
1)
2)
3)
4)
5)
On the
User – Profile
menu page, click
Schedules
. The
User – Schedules
page appears.
Click
Add
. The
User – Schedule
Add
page appears.
In the
Schedule Name
text box, enter a name for the schedule. The name can be from 1 through 40 characters.
For
Schedule Type
select the type of schedule you want to create:
−
To create a holiday schedule, check
Holiday
.
−
To create a time schedule, check
Time.
Click
OK
. This creates a schedule with no events. To complete the definition, add one or more events to the schedule;; follow instructions in section
3.7.3 Add Event to
Personal Schedule
.
3.7.3 Add Event to Personal Schedule
Use the
User
–
Event Add
page to add an event to the selected schedule.
Figure 13 User – Event Add
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1)
2)
3)
4)
5)
6)
On the
User – Profile
menu page, click
Schedules
. The
User – Schedules
page appears.
Click
Edit
in the row for the schedule to which you want to add an event. The
User –
Schedule Modify
page appears.
Click
Add
. The
User
–
Event
Add
page appears.
In the
Event Name
text box, enter a name for the event. The name can be from 1 through 40 characters.
In the
Start Date
box, type a date in the month/day/year format or select a date from the pop-up calendar.
To make it an all day event, check the
All Day Event
box.
NOTE:
When you check
All Day Event,
the
Start Time
and
End Time
options are disabled.
7)
8)
If applicable, in the
Start Time
box, type a time (HH:MM, 0 < HH <= 12, 00 <= MM <=
59) and select
AM
or
PM
from the drop-down list.
In the
End Date
box, type a date in the month/day/year format or select a date from the pop-up calendar.
9)
If applicable, in the
End Time
box, type a time (HH:MM, 0 < HH <= 12, 00 <= MM <=
59) and select
AM
or
PM
from the drop-down list.
10)
Configure the recurrence pattern. From the
Recurs
drop-down list, select the type of recurrence for the event from the following options:
Never
,
Daily
,
Weekly
,
Monthly
, or
Yearly
.
Never
signifies that this is a one-time event.
−
If you selected
Daily
, enter the frequency of occurrence in days (from one through
999).
Figure 14 Event Add – Daily Recurrence Pattern
−
If you selected
Weekly
, enter the frequency of occurrence in weeks (from one through 999) and select the day or days of the week on which the event should occur.
Figure 15 Event Add – Weekly Recurrence Pattern
−
If you selected
Monthly
, enter the frequency of occurrence in months (from one through 999) and specify the day for the recurrence of the event. Select one of the following options:
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−
To schedule the event on a specific day of the month, for example, the 27th, check
Day <X> of the month
and enter the day from one through 31. If you select
29, 30, or 31, the occurrence will fall on the last day of the month for months that are shorter than 29, 30, or 31 days respectively.
−
To schedule the event on a specific day of the week within the month, for example the second Monday of the month, check
The <Xth> <Day-of-Week> of the month
and select
Xth
and
Day-of-Week
from the drop-down lists.
Figure 16 Event Add – Monthly Recurrence Pattern
−
If you selected
Yearly
, specify the frequency of occurrence in years (from one through 99), for example every two years, and specify the day for the recurrence of the event. Select one of the following options:
−
To schedule the event on a specific day of the year, check
Day <X> of <Month>
and enter a valid day and select the month.
−
To schedule the event on a specific day of the week and month, for example, the first Sunday of January, check
The <Xth> <Day-of-Week> of <Month>
and select
Xth
,
Day-of-Week
, and
Month
from the drop-down lists.
Figure 17 Event Add – Yearly Recurrence Pattern
11)
If this is a recurring event, specify when the event should end. In the
Recurrence
Range
section, select one of the following options for
End
:
−
Never
−
After <X> occurrences
, and enter the number of occurrences from one through
999.
−
Date
, and select a date from the calendar or enter a date in the MM/DD/YYYY format.
Figure 18 Event Add
–
Recurrence Range
12)
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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3.7.4 Modify Personal Schedule
Use the
User – Schedule Modify
page to modify personal schedules.
NOTE:
You can view but not modify group and enterprise schedules.
Figure 19 User – Schedule Modify
1)
2)
On the
User – Profile
menu page, click
Schedule
. The
User – Schedule
page appears.
Click
Edit
or any item in the row for the schedule you want to modify. The
User –
Schedule
Modify
page appears.
NOTE:
If you selected a group or enterprise schedule, this page is read-only.
3)
4)
5)
To change the schedule name, in the
Schedule Name
text box, enter the new name
(from 1 through 40 characters).
To delete one or more events from the schedule, check the
Delete
box in the rows for the events to delete and click
Apply
.
To modify an event, click
Edit
in the row for the event modify. The
User – Event
Modify
page appears.
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Figure 20 User – Event Modify
3)
4)
Modify the event as required. For information about the options available on this page, see section
3.7.3 Add Event to Personal Schedule.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
3.7.5 View Group or Enterprise Schedule Details
Use the
User – Schedule View
and
User – Event View
pages to view the details of a group or enterprise schedule.
Figure 21 User – Schedule View
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Figure 22 User – Event View
1)
2)
3)
4)
On the
User – Profile
menu page, click
Schedule
. The
User – Schedule
page appears.
Click
View
in the row for the schedule you want to view. The
User
–
Schedule View
page appears.
To view the details of an event, click
View
in the row for the event. The
User
–
Event
View
page appears.
To return to the previous page, click
OK
.
3.8 Call Policies
Use this menu item on the
User – Profile
page to configure Call Policies.
The Connected Line Identification Presentation (COLP) service is used to maintain the privacy of the connected line identity for the destination of a redirected call. This allows users who redirect their calls to a personal number (for example, a mobile phone) to
(optionally) keep this number private and use their business number as a connected line identity. This service is also applicable to other call redirection services such as Hunt
Groups and Call Centers, where the pilot number can be delivered as a connected line identity instead of the agent’s number.
The
Connected Line Identification Privacy on Redirected Calls
option applies to redirections and “forkings” before and after answer including Call Forwarding, Blind
Transfer, Transfer with Consultation, Sequential Ringing, and Simultaneous Ringing. This option does not apply to services that are not considered redirections or forkings, such as
Automatic Hold/Retrieve, Call Pickup, Call Park, Directed Call Pickup, Directed Call Pickup with Barge-in, all types of Recalls, and so on.
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Figure 23 User – Call Policies
1)
2)
3)
4)
5)
On the
User – Profile
menu page, click
Call Policies
from the
Advanced
menu. The
User – Call Policies
page appears.
Select the privacy setting for
Connected Line Identification Privacy on Redirected
Calls
.
For
Connected Line Identification Privacy on Redirected Calls
, select one of the following options:
−
No Privacy
– This is the default value. When set to this option, the redirecting party allows the Connected Line Identification Presentation of the redirect destination to be sent to the remote party.
−
Privacy for External Calls
– When this option is selected, the redirecting party allows the COLP of the redirect destination to be sent to the remote party only when the remote party is in the same group/enterprise as the redirecting party.
If the remote party is not in the same group/enterprise as the redirecting party (in other words, is viewed as a network subscriber), then the COLP sent to the remote party is the COLP of the redirecting party, and not the COLP of the redirect destination.
−
Privacy for All Calls
– When this option is selected, the redirecting party never allows the COLP of the redirect destination to be sent to the remote party. The
COLP sent to the remote party is always the COLP of the redirecting party, and not the COLP of the redirect destination.
For
Send Call Being Forwarded Response on Redirected Calls
, select
Never
,
Internal
Calls
, or
All Calls
.
This parameter appears only if enabled by the system administrator. It allows you to decide whether and for which calls a response message should be sent back to the originator when the call is being redirected.
If applicable, select one of the following options for
Calling Line Identity for Redirected
Calls
:
−
Originating Identity
– This is the default value. When this option is selected, the originating party’s calling line identity is provided to the redirection destination.
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6)
−
Redirecting User's Identity for External Redirections
– If the redirection is external
(not a group/enterprise redirection), then the redirecting user’s external calling identity is provided to the redirection destination. If the redirection is internal, then the originating party’s calling line identity is provided to the redirection destination.
−
Redirecting User’s Identity for All Redirections
– When this option is selected, the redirecting user’s calling line identity (internal or external as appropriate based on the redirection destination) is provided to the redirection destination.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.9 Device Policies
You use the
User
–
Device Policies
page to enable or disable your Call Decline policy.
This policy allows you to terminate ringing at your main line and all your Shared Call
Appearance, Flexible Seating Guest, and BroadWorks Mobility locations when you decline a call at one of these locations.
This policy does not apply to Automatic Callback, Click To Dial, Hold Recall, Call Transfer
Recall, Automatic Hold/Retrieve Recall, Call Park Recall, and Executive-Assistant Call
Push Recall calls. When you decline such a call at one location, the other locations continue to ring even if the policy is enabled.
Figure 24 User – Device Policies
1)
2)
3)
On the
User – Profile
menu page, click
Device Policies
. The
User – Device Policies
page appears.
To enable call decline, select
Enable Call Decline
. With call decline enabled, when you decline a call at one at your locations, the ringing stops at all locations.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.10 Privacy
The Privacy service allows you to exclude yourself from group and enterprise directory listings as well as Auto Attendant extension and/or name dialing. You can also select members in an enterprise or group who are allowed to monitor your phone status. These selected members can view your phone status even if you enable phone status privacy.
3.10.1 Customize Privacy
Use this menu item on the
User – Profile
page to configure the Privacy service.
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By default, all user names and numbers appear in group and enterprise directory listings.
These listings are accessible via the User – Utilities menu and the
Call Manager
Group/Enterprise
tab. The Privacy service allows you to remove your name from these directory listings.
NOTE:
The Privacy service hides your name and number from other users in your own group/enterprise and from group administrators. It does not hide it in Lightweight Directory
Access Protocol (LDAP) listings or Outlook listings, nor does it remove it from people’s personal directories.
The
User – Privacy
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
Figure 25 User – Privacy
1)
2)
3)
4)
5)
6)
On the
User – Profile
menu page, click
Privacy
. The
User – Privacy
page appears.
To enable directory privacy, select
Enable Directory Privac
y. With privacy enabled, when another user does a directory listing, your name and information do not appear.
With privacy disabled, your name appears as usual.
To exclude yourself from Auto Attendant extension dialing, select
Auto Attendant
Extension Dialing Privacy
.
To exclude yourself from Auto Attendant name dialing, select
Auto Attendant Name
Dialing Privacy
.
To keep you phone status private, select
Phone Status Privacy
.
Select users who are allowed to see your phone status:
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7)
−
In the
Available Users
column, select the users and click
Add >
. You can select some or all of the items in a column. Item names are listed in alphabetical order.
Or to select all users, click
Add All >>
.
To revoke the ability to see your phone status from some users.
8)
−
In the
Monitored Users
column, select the users and click
Remove <
.
Or to disallow all users to see you phone status, click
Remove All <<
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.11 Route Point Supervisors
Use this menu item on the
User – Profile
menu page to view the route point supervisors assigned to you.
This menu item is only visible if your group has the Route Point service and you have been assigned the Call Center
–
Premium service.
3.11.1 View Assigned Supervisors
Use the
User
–
Route Point Supervisors
page to view the route point supervisors assigned to you.
Figure 26 User – Route Point Supervisors
1)
2)
On the
User – Profile
menu page, click
Route Point
Supervisors
. The
User – Route
Point Supervisors
page appears, listing your route point supervisors.
Click
OK
to return to the previous page.
3.12 Supervisor
Use this menu item on the
User
–
Profile
page to view the call centers you supervise and to manage the list of agents you supervise for the call centers.
NOTE:
This menu item is available only if you have been assigned as a supervisor to one or more call centers.
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Figure 27 User – Supervisor
1)
2)
On the
User – Profile
menu page, click
Supervisor
. The
User – Supervisor
page appears, listing the call centers to which you were assigned as supervisor.
Click
OK
to return to the previous page.
3.12.1 Select Agents to Supervise
Use the
User
–
Supervised Agents
page to configure the agents you want to supervise.
Available agents are all call center agents currently not supervised and can include agents that are also supervisors.
Figure 28 User – Supervised Agents
1)
2)
3)
On the
User – Profile
menu page, click
Supervisor
. The
User – Supervisor
page appears.
Click
Edit
or the
Call Center ID
in the row of the call center whose agents you want to supervise. The
User
–
Supervised Agents
page appears, displaying the list of available agents and agents supervised by you.
To select agents to supervise:
−
In the
Available Agents
column, select the one or more agents, and click
Add >
.
The selected agents are moved to the
Assigned Agents
column.
−
To supervise all available agents, click
Add All >>
.
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4)
5)
6)
To unselect a currently supervised agent:
−
In the
Assigned Agents
column, select one or more users and click
Remove <
.
To unselect all supervised agent, click
Remove All <<
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
3.13 Office Zone
Use the
User – Office Zone
page to view the office zone and primary zone assigned to you by your group administrator.
Figure 29 User
–
Office Zone
1)
2)
On the
User – Profile
menu page, click
Office Zone
from the
Advanced
menu. The
User – Office Zone
page appears.
To return to the previous page, click
OK
.
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4 Incoming Calls
Use the
User – Incoming Calls
menu page to manage incoming calls, for example, forwarding or screening your calls.
Figure 30 User – Incoming Calls
The following list of menu items includes all existing functions and services, although you may not see all of them on your
User −Incoming Calls
menu page. Your
User – Incoming
Calls
page displays menu items that you can use only if such items have been assigned to you. Contact your system administrator to have additional functions or services assigned to you.
The
User – Incoming Calls
menu page contains these menu items: n
Basic menu
−
Anonymous Call Rejection
−
Calling Line ID Blocking Override
−
Calling Name Retrieval
−
Calling Name Delivery
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n
−
Calling Number Delivery
−
Call Forwarding Always
−
Call Forwarding Busy
−
Call Forwarding No Answer
−
Call Forwarding Not Reachable
−
Call Notify
−
Connected Line Identification Restriction
−
Do Not Disturb
−
External Calling Line ID Delivery
−
Internal Calling Line ID Delivery
Advanced services
−
Automatic Hold/Retrieve
−
Alternate Numbers (Distinctive Ring)
−
Call Forwarding Selective
−
Call Me Now
−
CommPilot Express
−
Custom Ringback User
−
External Custom Ringback
−
Pre-alerting Announcement
−
Personal Assistant
−
Priority Alert
−
Selective Call Acceptance
−
Selective Call Rejection
−
Sequential Ringing
−
Series Completion
−
Simultaneous Ringing Personal
4.1 Access Incoming Calls Menu
To access the
User – Incoming Calls
menu page, click
Incoming Calls
in the Options list.
4.2 Anonymous Call Rejection
Use this menu item on the
User – Incoming Calls
page to turn Anonymous Call Rejection on and off.
The anonymous Call Rejection service allows you reject calls from yours who have blocked the display of their phone number.
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4.2.1 Turn Anonymous Call Rejection On and Off
Use the
Incoming Calls
–
Anonymous Call Rejection
page to enable or disable the
Anonymous Call Rejection service.
Figure 31 Incoming Calls – Anonymous Call Rejection
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Anonymous Rejection
. The
User –
Anonymous Call Rejection
page appears.
To enable the service, check
On
. To disable it, check
Off
. When on, Anonymous
Rejection rejects calls from callers who have chosen to block the identification of their phone numbers. The caller hears a message notifying that his/her call is being rejected.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
4.3 Calling Line ID Blocking Override
Use this menu item on the
User – Incoming Calls
page to turn Calling Line ID Blocking
Override on or off.
The Calling Line ID Blocking Override service allows you to view the calling line ID of callers, including those who have blocked their IDs. However, you never receive a calling line identity indicating “private”.
4.3.1 Turn Calling Line ID Blocking Override On and Off
Use the
User – Calling Line ID Blocking Override
page to turn Calling Line ID Blocking
Override on or off.
Figure 32 Incoming Calls – Calling Line ID Blocking Override
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1)
2)
3)
On the
User – Incoming Calls
menu page, click
Calling Line ID Blocking Override
.
The
User – Calling Line ID Blocking Override
page appears.
To turn
Calling Line ID Blocking Override
on, check
On
. To turn it off, check
Off
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE:
You must also have Calling Line ID Delivery assigned to display blocked calling line IDs.
4.4 Calling Name Retrieval
Use this menu item on the
User – Incoming Calls
page to turn Calling Name Retrieval on and off.
The Calling Name Retrieval service allows you to retrieve the names of callers from the network.
If any of the following services are configured, Call Name Retrieval does not retrieve the caller’s information: n n
Anonymous Call Rejection
Call Forwarding Busy n n n
Call Forwarding Always
Call Forwarding Selective
Do Not Disturb n n n n n n
Selective Call Acceptance
Selective Call Rejection
Incoming Plan
Lawful Intercept Terminator Service
Intercept User Service
CPL Service
4.4.1 Turn Calling Name Retrieval On and Off
Use the
User – Calling name retrieval
page to turn Calling Name Retrieval on and off.
Figure 33 Incoming Calls – Calling Name Retrieval
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1)
2)
3)
On the
User – Incoming Calls
menu page, click,
Calling Name Retrieval
. The
User –
Calling Name Retrieval
page appears.
To enable Calling Name Retrieval, check
On
. To disable it, check
Off
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.5 Calling Name Delivery
Use this menu item on the
User – Incoming Calls
page to turn Calling Name Retrieval on and off.
The Calling Name Delivery service, when enabled, displays the names of callers.
NOTE:
The Internal Calling Line ID Delivery and External Calling Line ID Delivery services have precedence over Calling Name Delivery. If you have either the Internal Calling Line ID Delivery or External Calling Line ID Delivery service assigned, the assignment and configuration of the
Calling Name Delivery service has no effect.
4.5.1 Turn Calling Name Delivery On and Off
Use the
User – Calling Name Delivery
page to enable or disable the Calling Name
Delivery service independently for internal and external calls.
Figure 34 User – Calling Name Delivery
1)
2)
3)
4)
On the
User – Incoming Calls
menu page, click,
Calling Name Delivery
. The
User –
Calling Name Delivery
page appears.
For
Enable External Calling Name Delivery
, check
On
to enable and
Off
to disable the service.
For
Enable Internal Calling Name Delivery
, check
On
to enable and
Off
to disable the service.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.6 Calling Number Delivery
You use this menu item on the
User – Incoming Calls
page to enable or disable the
Calling Number Delivery service independently for internal and external calls. The Calling
Number Delivery service displays the telephone number of the calling party.
NOTE:
The Internal Calling Line ID Delivery and External Calling Line ID Delivery services have precedence over Calling Number Delivery. If you have either Internal Calling Line ID Delivery or
External Calling Line ID Delivery assigned, the assignment and configuration of the Calling
Number Delivery service has no effect.
4.6.1 Turn Calling Number Delivery On and Off
You use the
User
–
Calling Number Delivery
page to enable or disable the service independently for internal and external calls.
Figure 35 User
–
Calling Number Delivery
1)
2)
3)
4)
On the
User – Incoming Calls
menu page, click
Calling Number Delivery
. The
User
– Calling Number Delivery
page appears.
For
Enable External Calling Number Delivery
, check
On
to enable and
Off
to disable the service.
For
Enable Internal Calling Number Delivery
, check
On
to enable and
Off
to disable the service.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.7 Call Forwarding Always
Use this menu item on the
User – Incoming Calls
page to turn Call Forwarding Always
(CFA) on and off. The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL.
4.7.1 Turn Call Forwarding Always On and Off
Use this menu item on the
User – Incoming Calls
page to turn Call Forwarding Always on and off. You can also activate, deactivate, and check the status of this service using feature access codes. For information, see section
13.5 Feature Access Codes
.
The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL.
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NOTE:
You can access this page by clicking the
CFA
link on your CommPilot Call Manager page. When the CFA is activated, this service is on. When it is not activated, it is off. As well, you can access Call Forwarding Always from the Voice Portal service.
Figure 36 Incoming Calls – Call Forwarding Always
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Forwarding Always
. The
User
– Call Forwarding Always
page appears.
To enable
Call Forwarding Always
, check
On
. To disable it, check
Off
.
Type the phone number or SIP-URI address to forward your calls to in the
Calls
Forward to
text box. The text box must be populated with a valid phone number or
SIP URI. This is required information when the service is on.
A phone number can be 2 through 30 digits (3 through 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
NOTE:
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
4)
5)
To cause a short ring burst to be played at your office phone when a call is forwarded, check
Play Ring Reminder when a call is forwarded
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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NOTE:
You can modify this information at any time. Remember to save your changes.
4.8 Call Forwarding Busy
4.8.1 Turn Call Forwarding Busy On and Off
Use this menu item on the
User – Incoming Calls
page to turn Call Forwarding Busy on and off. You can also activate, deactivate, and check the status of this service using feature access codes. For information, see section
13.5 Feature Access Codes
.
The Call Forwarding Busy service allows you to redirect your calls to another number or
SIP-URI when you are engaged in a call.
Figure 37 Incoming Calls – Call Forwarding Busy
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Forwarding Busy
. The
User –
Call Forwarding Busy
page appears.
To enable Call Forwarding Busy, check
On
. To disable it, check
Off
.
Type the phone number or SIP-URI address to forward your calls to in the
Calls
Forward to
text box. The text box must be populated with a valid phone number or
SIP URI. This is required information when the service is on.
A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
NOTE:
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
4)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
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To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE:
You can modify this information at any time. Remember to save your changes.
4.9 Call Forwarding No Answer
4.9.1 Turn Call Forwarding No Answer On and Off
Use this menu item on the
User – Incoming Calls
page to turn Call Forwarding No Answer on and off. The Call Forwarding No Answer service allows you to redirect your calls to another number or SIP-URI when you do not answer after a certain number of rings.
NOTE:
Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services.
Figure 38 Incoming Calls – Call Forwarding No Answer
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Forwarding No Answer
. The
User – Call Forwarding No Answer
page appears.
To enable
Call Forwarding No Answer
, check
On
. To disable it, check
Off
.
Type the phone number or SIP-URI address to forward your calls to in the
Calls
Forward to
text box. The text box must be populated with a valid phone number or
SIP URI. This is required information when the service is on.
A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
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NOTE
: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
4)
5)
From the
Number of rings before forwarding
drop-down list, select the number of rings before forwarding.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE:
You can modify this information at any time. Remember to save your changes.
4.10 Call Forwarding Not Reachable
The Call Forwarding Not Reachable service allows you to forward all your incoming calls to a different phone number or SIP-URI when your device is not accessible by
BroadWorks. Note that the address (phone number or SIP-URI) you forward your calls to, must be permitted by your Outgoing Calling Plan. You can also set the phone number or
SIP-URI to forward to, using a feature access code.
4.10.1 Turn Call Forwarding Not Reachable On and Off
Use this menu item on the
User – Incoming Calls
page to turn Call Forwarding Not
Reachable on and off.
NOTE:
Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services.
Figure 39 Incoming Calls – Call Forwarding Not Reachable
1)
2)
On the
User – Incoming Calls
menu page, click
Call Forwarding Not Reachable
.
The
User – Call Forwarding Not Reachable
page appears.
To enable
Call Forwarding Not Reachable
, check
On
. To disable it, check
Off
.
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3)
4)
Type the phone number or SIP-URI address to forward your calls to in the
Calls
Forward to
text box. The text box must be populated with a valid phone number or
SIP URI. This is required information when the service is on.
A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE
: You can modify this information at any time. Remember to save your changes.
4.11 Call Notify
Use this menu item on the
User – Incoming Calls
page to: n n
Specify E-mail Address to Send Notifications
Activate or Deactivate Call Notify Entry n n
Add Call Notify Entry
Modify or Delete Call Notify Entry
The Call Notify service allows you to receive an e-mail notification when you receive a call.
4.11.1 Specify E-mail Address to Send Notifications
Use this procedure to configure the e-mail address to which to send call notifications.
Figure 40 Incoming Calls – Call Notify
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1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Notify
. The
User – Call Notify
page appears.
In the
Send e-mail to
text box, type the e-mail address where you want notifications to be sent.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ sign, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single quotes.
Save your changes. Click
Apply
or
OK.
Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.11.2 Add Call Notify Entry
Use this procedure to add an e-mail address where you want to receive notification of an incoming call.
Figure 41 Incoming Calls – Call Notify Add
1)
On the
User – Incoming Calls
menu page, click
Call Notify
. The
User – Call Notify
page appears.
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2)
3)
4)
5)
6)
Click
Add
. The
User – Call Notify Add
page appears.
In the *
Description
text, type a description of the phone numbers in this selection.
The description can be up to 50 characters and can include spaces, which count toward the length.
Check
Notify
to receive a notification for calls that satisfy the criteria specified in this entry, or check
Do not notify
if you do not want to receive a notification for call that satisfy the criteria specified in this entry.
Select the time schedule to use this service from the drop-down list.
Select the holiday schedule to use this service from the drop-down list.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
8)
9)
Select from the following:
−
To receive notifications of calls from any phone number, select
Any phone number
−
To receive notifications of calls from defined telephone numbers, select
Following phone numbers
and check one or more of the following:
−
To receive notifications of calls from any private phone number, select
Any private number
−
To receive notifications of calls from any unavailable phone number, select
Any unavailable number
−
To receive notifications of calls from specific phone numbers, enter the numbers you want in the
Specific Phone Numbers
text boxes. If a number is not one assigned to the group, type the complete number: +<country code>
<national number>. For example, “+1” must precede long distance numbers within the U.S. You can enter up to 12 numbers for this service.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5*, are all valid call entries.
To receive notifications of calls to specific numbers, select the numbers by moving them to the
Selected Call to Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call to Numbers
column, select the numbers and click
Add >
. Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call to Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK
.
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To exit without saving, select another page or click
Cancel
to display the previous page.
4.11.3 Activate or Deactivate Call Notify Entry
Use this procedure to activate or deactivate an existing Call Notify entry. The entry specifies the e-mail where a message is to be sent to notify you of an incoming call during a specific time schedule when it is activated. No notification is sent to an entry that is deactivated.
Figure 42 Incoming Calls – Call Notify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Notify
. The
User – Call Notify
page appears.
Check the
Active
check box beside the selection to activate. To deactivate this selection, uncheck the
Active
check box.
Save your changes. Click
Apply
or
OK.
Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE:
The Call Notify service is dependent on the Calling Line ID (external and internal) services. If Calling Line ID is not enabled, the caller’s name and number are not included in the
Call Notify e-mail.
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4.11.4 Modify or Delete Call Notify Entry
Use this procedure to modify or delete a Call Notify entry.
Figure 43 Incoming Calls – Call Notify Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Notify
. The
User – Call Notify
page appears.
Click
Edit
in the row for the entry. The
User – Call Notify Modify
page appears.
To remove an entry, click
Delete
. The entry is deleted and the
User – Call Notify
page appears.
WARNING:
This action cannot be undone. Once you click Delete, the instance is permanently deleted.
4)
5)
To modify, change the information as required. For information about the options available on this page, see section
4.11.2 Add Call Notify Entry
.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
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4.12 Connected Line Identification Restriction
Use this menu item on the
User – Incoming Calls
page to turn Connected Line
Identification Restriction on and off.
4.12.1 Turn Connected Line Identification Restriction On and Off
The Connected Line Identification Restriction service allows you to block your number from being shown when receiving a call. Members of your group can still see your number when they call you. You have the choice of turning it on or off for all calls and then selectively turning it immediately back on or off using the feature access codes.
Figure 44 Incoming Calls – Connected Line Identification Restriction
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Connected Line Identification
Restriction
. The
User – Connected Line Identification Restriction
page appears.
To enable
Connected Line Identification Restriction
, check
On
. To disable it, check
Off
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.13 Do Not Disturb
The Do Not Disturb (DND) service allows you to block your incoming calls. If your Voice
Messaging service is configured to do so, the calls are automatically forwarded to your
Voice Messaging service;; otherwise, the caller hears a busy tone.
4.13.1 Turn Do Not Disturb On and Off
Use this menu item on the
User – Incoming Calls
page to turn Do Not Disturb on and off.
.
NOTE:
You can access this screen by clicking the
DND
link on the CommPilot Call Manager page. When the button to the left of the
DND
link on the CommPilot Call Manager is activated, this service is on. When it is not activated, it is off.
Figure 45 Incoming Calls – Do Not Disturb
1)
2)
3)
4)
On the
User – Incoming Calls
menu page, click
Do Not Disturb
. The
User – Do Not
Disturb
page appears.
To activate
Do Not Disturb
, check
On
. To deactivate it, check
Off
.
To hear a ring when calls come in when Do Not Disturb is on, check the
Play Ring
Reminder when a call is blocked
check box. A ring reminder is played if this service blocks a call while this check box is checked. To disengage the ring reminder, uncheck the
Play Ring Reminder when a call is blocked
check box.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.14 External Calling Line ID Delivery
The External Calling Line ID Delivery service allows you to view the caller identification of a caller from an external group.
4.14.1 Turn External Calling Line ID Delivery On and Off
Use this menu item on the
User – Incoming Calls
page to turn External Calling Line ID
Delivery on and off.
Figure 46 Incoming Calls – External Calling Line ID Delivery
1)
2)
3)
On the
User – Incoming Calls
menu page, click
External Calling Line ID Delivery
.
The
User – External Calling Line ID Delivery
page appears.
To enable
External Calling Line ID Delivery
, check
On
. To disable it, check
Off
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.15 Internal Calling Line ID Delivery
The Internal Calling Line ID Delivery service allows you to view the caller identification of a caller from within your group.
4.15.1 Turn Internal Calling Line ID Delivery On and Off
Use this menu item on the
User – Incoming Calls
page to turn Internal Calling Line ID
Deliver on and off.
Figure 47 Incoming Calls – Internal Calling Line ID Delivery
1)
2)
On the
User – Incoming Calls
menu page, click
Internal Calling Line ID Delivery
.
The
User – Internal Calling Line ID Delivery
page appears.
To enable Internal Calling Line ID Delivery, check
On
. To disable it, check
Off
.
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3)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.16 Automatic Hold/Retrieve
The Automatic Hold/Retrieve service provides an alternate method to placing calls on hold and retrieving calls without using feature access codes or flash hook.
NOTE:
Only one call can be held on an account with the Automatic Hold/Retrieve service active.
The service should be assigned to accounts dedicated to holding and retrieving calls.
Usually a subscriber with the Automatic Hold/Retrieve service should not have any device associated with it due to limitations with what that subscriber can do. For example, it would be impossible for that subscriber to receive calls, or invoke services that put calls on hold. For cases when a subscriber has a device and the Automatic Hold/Retrieve service is active, the system blocks call origination from that subscriber and applies a treatment.
The system does not allow emergency and maintenance calls to go through.
Feature access codes, for example, Music On Hold activation/deactivation, Call Pickup,
Call Retrieve, are also blocked.
While a subscriber with the Automatic Hold/Retrieve service active is making an emergency or maintenance call, calls terminating to that subscriber get a busy signal.
Figure 48 Incoming Calls – Automatic Hold/Retrieve
4.16.1 Hold Call
A user can hold a call against a subscriber with the Automatic Hold/Retrieve service active. When this feature is active: n
Calling a subscriber with Automatic Hold/Retrieve puts the caller on hold. n n
Transfer with consultation: Transferring a call to a subscriber with Automatic
Hold/Retrieve holds the remote party.
Blind Transfer: Transferring a call to a subscriber with Automatic Hold/Retrieve holds the remote party.
Calls terminating to a subscriber with Automatic Hold/Retrieve can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN.
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4.16.2 Retrieve Call
A user can retrieve a held call by calling a subscriber with the Automatic Hold/Retrieve service active with the call on hold. Calls terminating to a subscriber with Automatic
Hold/Retrieve to retrieve a held call can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN.
4.16.3 Automatic Hold/Retrieve Recall
After a call has been held on a subscriber with Automatic Hold/Retrieve active for a long time, the Automatic Hold/Retrieve service tries to recall the party who transferred the call.
If the recall is answered, the transferring party is connected to the held party. If the recall hits the busy treatment (or any other treatment), the recall is aborted, and is retried 10 seconds later. If the recall is not answered, it rings until there is device timeout, and then the recall is retried 10 seconds later.
4.16.4 Configure Automatic Hold/Retrieve
1)
On the
User – Incoming Calls
page, click
Automatic Hold/Retrieve
from the
Advanced
menu.
2)
3)
4)
For the
Automatic Hold/Retrieve
option, select
On
to enable the service, or
Off
to disable the service.
In the
*Automatically retrieve the call after
text box, specify the number of minutes
(from six through 600). The recall portion of the AHR feature kicks in after the call has been held for the value specified here.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.17 Alternate Numbers (Distinctive Ring)
Use this menu item on the
User – Incoming Calls
page to: n
Turn Distinctive Ring Feature On and Off n
Select Distinctive Ring Pattern
The Alternate Numbers service allows you to have up to ten alternate phone numbers or extensions assigned, in addition to your main phone number. You can be reached through any of the phone numbers. The first number is the main or primary phone number, while the additional ten numbers are your alternate or secondary phone numbers.
Each alternate phone number can be a direct inward dialing number (DID) or an extension.
The activation status of the assigned phone number is displayed in the column to the right of the phone number. The activation status is either “Activated” or “Not Activated”. The status is not shown if the phone number is set to “None”. Once your number is activated, your phone (device) can be used to place calls, log in to the voice portal, receive voice messages, and so on.
For each alternate number, you can associate one of the four ring patterns and provide a description. All calls to the main number result in the normal ring pattern. Calls to the alternate numbers result in a distinctive ring pattern that corresponds to the number that was used.
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If you are busy (and Call Waiting is enabled), an incoming call to the main number results in the usual call waiting tone, while an incoming call to any of the alternate numbers results in a distinctive call waiting tone.
When calls are placed to one of the alternate numbers using the CommPilot Call
Manager, the alternate phone number in addition to the caller’s main number appear.
You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring (pattern 1) should always be used. You can assign one of four ring patterns to an alternate number. The support for a distinctive ring pattern depends on the capability of a user’s device. If the device does not support a distinctive ring pattern, then the normal ring pattern is applied.
NOTE:
When someone calls into your CommPilot Call Manager, the originating number displays AS WELL AS, and (Alternate #) is displayed in parentheses.
4.17.1 Turn Distinctive Ring Feature On and Off
Use this procedure to enable or disable a distinctive ring for incoming calls on the alternate numbers displayed on this page.
Figure 49 Incoming Calls – Alternate Numbers
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Alternate Numbers
. The
User –
Alternate Numbers
page appears.
To enable
Distinctive Ring
, check
On
. To disable it, check
Off
.
The activation status of the assigned phone number is displayed to the right of the number.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.17.2 Select Distinctive Ring Pattern
Use this procedure to assign a distinctive ring pattern for each number.
You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring pattern should be used. You can assign one of four ring patterns to an alternate number. (However, the support for a distinctive ring pattern depends on the capability of you device. If the device does not support a distinctive ring pattern then the normal ring pattern is applied.)
Normal Ring Pattern
Calls to the main number alert the user with the normal ring pattern as shown in the following table.
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Maximum
Duration (ms)
Ringing
Silent
2 seconds on
4 seconds off
1800
3600
2000
4000
2200
4400
Calls to an alternate number can alert the user with the normal ring pattern or if selected, one of the distinctive ring patterns as shown in the following tables.
Long-Long Ring Pattern
Selecting this pattern results in the following distinctive ring pattern.
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Ringing
Silent
Ringing
Silent
Long
Long
630
315
630
3475
800
400
800
4000
Short-Short-Long Ring Pattern
Selecting this pattern results in the following distinctive ring pattern.
Maximum
Duration (ms)
1025
525
1025
4400
Ring Pattern
Ringing
Silent
Ringing
Silent
Ringing
Silent
Cadence
Short
Short
Long
Minimum
Duration (ms)
315
145
315
145
630
2975
Nominal
Duration (ms)
400
200
400
200
800
4000
Maximum
Duration (ms)
525
525
525
525
1025
4400
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Short-Long-Short Ring Pattern
Selecting this pattern results in the following distinctive ring pattern.
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Maximum
Duration (ms)
Ringing
Silent
Ringing
Silent
Ringing
Silent
Short
Long
Short
200
145
800
145
200
2975
300
200
1000
200
300
4000
525
525
1100
525
525
4400
Distinctive Call Waiting Tones
When the user is busy or on a line, an incoming call results in a call waiting tone (if enabled).
There are different Call Waiting ring patterns associated with each of the four ring patterns.
The Call Waiting ring pattern is based on the ring pattern selected for the alternate number. The following tables show the distinctive call waiting tone for each ring pattern.
This call waiting tone pattern for the normal ring pattern is as follows.
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Maximum
Duration (ms)
330 Tone On One Tone 270 300
This call waiting tone pattern for the long-long ring pattern is as follows.
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Maximum
Duration (ms)
Tone On
Tone Off
Tone On
Short
Short
90
90
90
100
100
100
This call waiting tone pattern for the short-short-long ring pattern is as follows.
110
110
110
Ring Pattern Cadence
Minimum
Duration (ms)
Nominal
Duration (ms)
Maximum
Duration (ms)
Tone On
Tone Off
Tone On
Short
Short
90
90
90
100
100
100
110
110
110
Tone Off
Tone On
Short
90
90
100
100
110
110
This call waiting tone pattern for the short-long-short ring pattern is as follows.
Ring Pattern
Tone On
Tone Off
Tone On
Tone Off
Tone On
Cadence
Short
Long
Short
Minimum
Duration (ms)
90
90
270
90
90
Nominal
Duration (ms)
100
100
300
100
100
Maximum
Duration (ms)
110
110
330
110
110
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1)
2)
On the
User – Incoming Calls
menu page, click
Alternate Numbers
. The
User –
Alternate Numbers
page appears.
From the
Ring Pattern
drop-down list, select the ring pattern for the number you want to define. You can select from the following four ring patterns:
3)
4)
−
Normal
−
Long-Long
−
Short-Short-Long
−
Short-Long-Short
In the
Description
text box, provide a description that will help you remember the purpose of the alternate number.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.18 Call Forwarding Selective
The Call Forwarding Selective service allows you to forward incoming calls with criteria that you set (a
call entry
) to a default phone number, SIP-URI address, or to another number of your choice.
NOTE 1
: The criteria for each Call Forwarding Selective call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses, and a specified time schedule during which the service is active. All criteria for a call entry must be satisfied for the call to enter Call
Forwarding Selective (phone number and day of week and time of day). Otherwise, the call does not activate the service.
NOTE 2
: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
Use the following procedures to configure the Call Forwarding Selective service and manage call entries. n n
Set Default Forwarding Number
Add Call Forwarding Selective Call Entry n n
Modify or Delete Call Forwarding Selective Entry
View, Activate, Deactivate Call Forwarding Selective Call Entries
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4.18.1 Set Default Forwarding Number
Use this procedure to set the default forwarding number or SIP-URI address.
Figure 50 Incoming Calls − Call Forwarding Selective
1)
2)
3)
4)
5)
On the User – Incoming Calls menu page, click
Call Forwarding Selective
. The
User – Call Forwarding Selective page appears.
In the *Default Calls Forward to phone number/SIP-URI text box, type the phone number or SIP-URI address that you want to be your default forwarding number. The text box must be populated with a valid phone number or SIP URI. This is required information when the service is on.
A phone number can be from two through 30 digits (three through 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
All calls you specify go to the default number or SIP-URI address unless you specify a different forwarding number or SIP-URI address. To specify a different forwarding number or SIP-URI address, see section
4.18.2
Add Call Forwarding Selective Call
Entry
.
To associate a sound (a short burst of rings) with the delivery of forwarded calls, click to select
Play Ring Reminder when a call is forwarded
.
To add an entry to specify criteria for callers whose numbers you want forwarded, see section
4.18.2
Add Call Forwarding Selective Call Entry
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.18.2 Add Call Forwarding Selective Call Entry
Use this procedure to add a Call Forwarding Selective entry, which allows you to specify the calls that should be forwarded and the time schedule when you would like calls forwarded. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple call forwarding selective entries.
Figure 51 Incoming Calls – Call Forwarding Selective Add
1)
2)
3)
4)
On the
User – Incoming Calls
menu page, click
Call Forwarding Selective
. The
User
– Call Forwarding Selective
page appears.
Click
Add
. The
User – Call Forwarding Selective Add
page appears.
In the
*Description
text box, type a name for the entry you are adding.
For the
Forward to
parameter, choose from the following options:
−
Use
Default Forward phone number/SIP-URI
−
Forward to another phone number/SIP-
URI and type in the number or SIP-URI address you want to use as your forwarding number or SIP-URI address
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5)
6)
A phone number can be from two through 30 digits (three through 22 digits in
E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>.
For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address.
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
−
Do not forward
From the
Selected Time Schedule
drop-down list, choose the time schedule during which you want calls forwarded to the specified callers.
From the
Selected Holiday Schedule
drop-down list, choose the holiday schedule during which you want calls forwarded to the specified callers.
NOTE
: You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
Specify the originating phone numbers for which the service applies:
−
To have calls from any phone number forwarded to the number or SIP-URI address you specified and at the time you specified, select
Any phone number
.
8)
−
To have calls from defined telephone numbers forwarded, select
Following phone numbers
and
−
To have calls from any private phone number forwarded, select
Any private number
.
−
To have calls from any unavailable phone number forwarded, select
Any unavailable number
.
−
To have calls from specific phone numbers forwarded, enter these phone numbers in the
Specific phone numbers
text boxes. If a number is not one assigned to the group, type the complete number: [+]<country code><national number>. You can enter up to twelve numbers for an entry. You can add more numbers by creating another entry with the same forwarding number.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example,
45055512?4, 450555??34, and 4505?5*, are all valid call entries.
Specify the terminating phone numbers for which the service applies by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
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9)
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.18.3 Modify or Delete Call Forwarding Selective Entry
Use this procedure to modify or delete a Call Forwarding Selective entry.
Figure 52 Incoming Calls – Call Forwarding Selective Modify
1)
2)
On the
User – Incoming Calls
menu page, click
Call Forwarding Selective
. The
User – Call Forwarding Selective
page appears.
Click
Edit
on the right of the row for the entry. The
User – Call Forwarding Selective
Modify
page appears.
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3)
To remove and entry, click
Delete
. The entry is deleted and the
User – Call
Forwarding Selective
screen appears.
WARNING:
This action cannot be undone. Once you click Delete, the instance is permanently deleted.
4)
5)
To modify, change the information as required. For information about the options available on this page, see section
4.18.2 Add Call Forwarding Selective Call Entry
.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.18.4 View, Activate, Deactivate Call Forwarding Selective Call Entries
Use this procedure to view all call entries and activate and deactivate one or more call entries.
Figure 53 Incoming Calls − Call Forwarding Selective
1)
2)
3)
4)
5)
On the
User – Incoming Calls
menu page, click
Call Forwarding Selective
. The
User – Call Forwarding Selective
page appears.
To view the call entries you have configured, look at the call entries at the bottom of the page. Call entries you have configured are automatically active.
−
To see all details of an entry, click on
Edit
. The
Call Forwarding Selective Modify
page appears with the selected entry criteria displayed.
−
Click
OK
to return to the
Call Forward Selective
page.
To activate an entry on the
Call Forward Selective
page, click on the
Active
check box to select it.
To deactivate an entry on the
Call Forward Selective
page, click on the
Active
check box to deselect it.
To save your changes and display the previous page, click
Apply
or
OK
.
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To exit without saving, select another page or click
Cancel
to display the previous page.
4.19 Call Me Now
Use this menu item on the
User – Incoming Calls
page to configure your Call Me Now service.
The Call Me Now service allows you to create a link and make it available for other people to access and request to be called back by you.
You can enable or disable the service and specify the phone numbers from which you accept Call Me Now requests and the time when you accept them. You can also require answer confirmation from the party that initiates a Call Me Now call.
When a party clicks your Call Me Now link, BroadWorks checks whether the call satisfies your Call Me Now service criteria and calling plans;; if the call is allowed, a connection is established between you and the party that requested the Call Me Now call.
4.19.1 Configure Call Me Now Settings
You use the
User
–
Call Me Now
page to configure your Call Me Now service. The page lists the criteria entries used to filter Call Me Now calls. You can activate or deactivate individual criteria entries. Only active criteria entries are used to filter calls.
Figure 54 User
–
Call Me Now
1)
2)
3)
4)
5)
On the
User – Incoming Calls
menu page, click
Call Me Now
. The
User – Call Me
Now
page appears.
To activate the service, check
On
;; and to deactivate it, check
Off
.
Specify whether answer confirmation is required as follows:
−
To require no confirmation, check
None
.
−
To require the requester to enter any key as answer confirmation, check
Any Key
.
−
To require the requester to enter a passcode, check
Passcode
.
To activate or deactivate a criteria entry, check or uncheck the
Active
box in the row of the entry.
Click
Apply
.
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6)
7)
To add a criteria entry, follow the procedure in section
4.19.2 Add Call Me Now
Criteria Entry
.
To exit the page, click
OK
or
Cancel
. OK also saves any unsaved changes on the current page.
4.19.2 Add Call Me Now Criteria Entry
Use this procedure to add a Call Me Now service criteria entry, used to filter Call Me Now call requests that you receive.
Figure 55 User – Call Me Now Add
1)
2)
3)
4)
5)
6)
On the
User – Incoming Calls
menu page, click
Call Me Now
. The
User – Call Me
Now
page appears.
Click
Add
. The
User
–
Call Me Now Add
page appears.
Enter a description of the entry that will help you identify the entry. This is a required field. The description can be up to 50 characters. Spaces are allowed and count toward the length.
To reject calls that satisfy the criteria in this entry, check
Reject call
;; or to accept the calls, check
Do not reject call
.
Select a time schedule and a holiday schedule to specify when the action in this entry
(accept or reject calls) applies to calls from numbers specified in this entry.
Specify the phone numbers.
−
To apply the action in this entry to any phone number, check
Any phone number
.
−
To apply the action in this entry to specific phone numbers, check
Following phone numbers
and enter up to twelve phone numbers in the
Specific phone numbers
text boxes. If a number is not one assigned to the group, type the complete number: [+]<country code><national number>.
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You can use the following wildcards.
Wildcard
?
*
Description
Matches a single digit and can appear anywhere in the digit string.
Matches any number of digits and can appear only at the end of the string.
Example
45055512?4
4505?5*
NOTE
: If you need to enter more than twelve phone number, add another entry.
7)
Click
OK
. OK saves your changes and displays the previous page.
To exit without changing, click
Cancel
or select another page.
4.19.3 Modify or Delete Call Me Now Criteria Entry
Use this procedure to modify or delete a Call Me Now service criteria entry.
Figure 56 User – Call Me Now Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Call Me Now
. The
User – Call Me
Now
page appears.
Click
Edit
on the line of the entry to edit. The
User – Call Me Now Modify
page appears.
To delete the entry, click
Delete
. The entry is deleted and the previous page appears.
NOTE:
The delete operation is final and cannot be undone.
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4)
5)
To modify the entry, change information as required. For information about the fields available on this page, see section
4.19.2 Add Call Me Now Criteria Entry
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.20 CommPilot Express
Use this menu item on the
User – Incoming Calls
page to configure profiles for incoming calls.
The CommPilot Express service allows you to select your CommPilot Express profile and configure the handling of your incoming calls.
4.20.1 Configure Profiles for Incoming Calls
Use this procedure to configure CommPilot Express profiles for incoming calls.
1)
On the
User – Incoming Calls
menu page, click
CommPilot Express
. The
User –
CommPilot Express
page appears.
2)
From the
Current Profile
drop-down list, select your current status. The default status is “None”.
For the Available – In the Office Profile:
Figure 57 Incoming Calls – CommPilot Express (Available – In the Office)
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3)
If you want your calls to ring at a phone or SIP-URI address in addition to your primary phone, type an alternative phone number (not extension) or SIP-URI where you can be reached in the
Also ring this phone number
/
SIP-UR
I text box. When you receive a call, your phone rings and so does the other phone number or SIP-URI address that you provide for this option.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
NOTE:
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
4)
5)
To have Voice Messaging take the call when your line is busy, click the button beside this option.
Or,
To forward these calls, click the
Forward to this Phone Number/SIP-URI
button and type the phone number or SIP-URI address.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
To have Voice Messaging take the call when there is no answer, click the button beside this option.
Or,
To forward calls when there is no answer, click the
Forward to this Phone
Number/SIP-URI
button, and type the phone number or SIP-URI address.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
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For the Available - Out of the office profile:
Figure 58 Incoming Calls – CommPilot Express (Available – Out of the Office)
1)
To have Voice Messaging take incoming calls, click the button beside this option.
Or,
To forward calls these calls, click the
Forward to this Phone Number/SIP-URI
button and type the phone number or SIP-URI address.
A phone number for outgoing calls can be from two through 30 digits (three through
22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
2)
Check the
Also E-mail me when a call comes in at
check box, if you would like a short e-mail message sent to you when a message arrives, and then complete the
E-mail
Address
text box.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ sign, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single quotes.
For the Busy profile:
Figure 59 Incoming Calls – CommPilot Express (Busy)
1)
To specify up to three numbers to bypass the Busy setup, check the
Send all calls to
Voice Messaging except calls from these Phone numbers
check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is
Busy, all incoming calls are forwarded to your voice mail.
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2)
A phone number for incoming calls can be from one through 20 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If a number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede long distance numbers within the U.S.
Type the phone number or SIP-URI address where these calls can be answered in the
text box called
which will be forward to this phone number/SIP-URI
.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number I E.164 format: +<country code> <national number>. For example,
“+1” must precede a long distance number within the U.S.
3)
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
If you want an e-mail notification, check the
Also E-mail me a notification when a
Voice Message is received to
check box. Complete the
E-mail Address
text box.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ sign, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single quotes.
For the Unavailable profile:
Figure 60 Incoming Calls – CommPilot Express (Unavailable)
1)
2)
To specify up to three numbers to bypass the Unavailable setup, check the
Send all calls to Voice Messaging except calls from these Phone numbers
check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is Unavailable all incoming calls are forwarded to your voice mail.
A phone number for incoming calls can be from one through 20 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede long distance numbers within the U.S.
Type the phone number or SIP-URI address where these calls can be answered in the text box called
which will be forward to this phone number/SIP-URI
.
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3)
4)
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
Click the button to select the greeting you want callers to hear. If you select
Unavailable Greeting
and you have a custom
Unavailable Greeting
loaded (via the
User
–
Greetings
page), that custom greeting is used, regardless of whether it is the active treatment selected on the
User
–
Greetings
page.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.21 Custom Ringback User
A ringback is the ringing heard by the calling party when they have dialed a number but it has not yet been answered by the called party. Custom ringback tones are customizable clips of recorded music, video, or other personalized audio content that you can substitute for the default ringback. When someone calls you, instead of the default ringback, they hear the custom ringback you specified.
BroadWorks allows you to specify custom audio and video ringbacks for both initial calls and call waiting.
What the caller hears or sees depends on the capabilities of their phone, and which custom ringbacks you have provided. It also depends on the date, time, and number criteria you have specified in the ringback profile.
For audio-only callers, the situation is straightforward. If you specify a custom audio ringback file at the user level, this is what they hear. Otherwise, they hear the custom audio ringback file that has been specified for the group. If no custom ringback has been specified at the user
or
group level, the system default ringback is heard.
For video-enabled callers, the “default” setting plays the custom audio file, if configured, with no accompanying video component. If no custom audio file is configured, the caller is played the video ringback file configured for the group.
The following table summarizes the behavior.
Result Audio Ringback
File
Yes
No
Video Ringback
File
No
Yes
Yes
Video-Capable
Caller
No
Yes
No
Yes
No
Yes
Audio Ringback is used.
Audio Ringback is used.
Audio Ringback is used.
Video Ringback is used.
Custom Ringback (at user level) does not apply.
Video Ringback is used.
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You can specify a different ringback tone for up to 12 phone numbers or digit patterns.
Use this feature to play a different ringback for your manager, a family member, or a customer, for example. In addition to a number or digit pattern, you can specify time of day and day of week criteria as well.
The ringbacks, numbers, or digit patterns and time and day criteria are stored in profiles.
For the custom ringback to apply, the incoming number must match all criteria in a profile.
You can create as many ringback profiles as you like, activating and deactivating them as you see fit.
Figure 61 Incoming Calls – Custom Ringback User
On the
User – Incoming Calls
page, select
Custom Ringback User
from the Advanced
Menu. The
User – Custom Ringback User
page appears.
4.21.1 Add Custom Ringback User Entry
Use the
User – Custom Ringback User Add
page to add a custom ringback profile. The
Custom Ringback service allows you to customize the ringback that is played to your callers.
The
Customer Ringback User Add
page contains the following tabs: n
General
–
Use this tab to create a new ringback entry with selective criteria settings. n n
Initial Ringback
–
Use this tab to modify audio and video ringback media settings for the initial calls.
Waiting Ringback (optional)
–
Use this tab to modify ringback settings for call waiting. Waiting Ringback tab will be displayed only if you have both Call Waiting and
Custom Ringback User – Call Waiting features.
NOTE:
Selecting the
Initial Ringback
or
Waiting Ringback
tabs displays the corresponding page on the
Custom Ringback User Modify
page.
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1)
On the
User – Custom Ringback User
page, click
Add
.
The
Custom Ringback User Add
page appears.
Figure 62 Incoming Calls – Custom Ringback User Add (General Setting Tab)
2)
3)
4)
5)
In the
*Description
text box, type a description for the Custom Ringback entry (up to
50 characters including spaces).
Select
Play custom ringback
or
Do not play custom ringback
to enable or disable this entry.
From the
Selected
Time Schedule
, select the time schedule for this entry.
From the
Selected Holiday Schedule
, select the holiday schedule for this entry.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
6)
In the
Calls from
section select from the following:
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7)
−
To play a custom ringback for all calls, check
Any Phone Number
.
−
To play a custom ringback for specific calls, check
Following phone numbers
and specify the calls as follows:
−
To play a custom ringback to any private number, select
Any Private number
.
−
To play a custom ringback to any unknown number, select
Any Unavailable number
.
−
To play a custom ringback for specific phone numbers, enter the numbers in the
Specified phone numbers
boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more telephone numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.
In the
Calls to
section, select terminating phone numbers for which to play a custom ringback by moving the numbers to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
8)
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
Save your changes. Click
OK
or
Initial Ringback
. OK saves your changes and displays the previous page. Initial Ringback displays the
Custom Ringback User
Modify
page where you can modify the media for the custom ringback.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.21.2 Modify Custom Ringback User Entry
Use the
User – Custom Ringback User Modify
page to modify a custom ringback entry.
The Customer Ringback User Modify page contains the following tabs: n
General
Settings
– Use this tab to modify general settings or a ringback entry. n n
Initial Ringback
– Use this tab to modify audio and video ringback media settings for the initial calls.
Waiting Ringback (optional)
– Use this tab to modify ringback settings for call waiting. The
Waiting Ringback
tab is displayed only when both
Call Waiting
and
Custom Ringback User – Call Waiting
features are assigned.
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Figure 63 Incoming Calls – Custom Ringback User Modify (General Setting Tab)
1)
2)
3)
4)
On the
User – Incoming Calls
menu, click
Custom Ringback User
. The
User –
Custom Ringback User
page appears.
Click
Edit
or any item on the row for the custom ringback entry you want to modify.
The
User – Custom Ringback User
Modify
General Settings tab appears.
To modify general settings for the entry, type or select information on the page. For the description of the settings, see section
4.21.1 Add Custom Ringback User Entry
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.21.2.1 Modify Ringback Media Settings for Initial Calls
Use the
Initial Ringback
tab on the
User – Custom Ringback User
Modify
page to modify audio and video ringback media settings for the initial calls.
NOTE:
The Video Ringback section is shown only when Custom Ringback User – Video feature assigned.
Figure 64 Incoming Calls – Custom Ringback User (Initial Ringback Tab)
NOTE:
The URL option is removed from this tab if you are not using the URL. If you are using a
URL ringback, the URL is displayed as a read-only field. Only your administrator can configure the URL.
1)
2)
On the
User – Custom Ringback User
Modify
page, click
Initial Ringback
.
Specify the audio ringback file, the video ringback file, or both files, as applicable:
NOTE:
If the
No Personal Ringback
radio button is selected on Waiting Ringback tab, the
Application Server uses the same user-defined media source for both initial calls and waiting calls. For video ringback, you must specify a custom video ringback file (not
Default
) and the user must have a video-capable phone. In all other cases, if you specify a custom audio ringback file, that is played. Otherwise, the default audio file is played.
−
To use the default settings, select
No personal ringback
−
To select a personal ringback file, check
Personal Ringbac
k File. Then select the file from the drop-down list.
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NOTE
: The maximum duration of a ringback file is 120 seconds.
3)
Save your changes. Click
OK
or another tab. OK saves your changes and displays the previous page. Clicking another tab displays the selected page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.21.2.2 Modify Ringback Media Settings for Call Waiting
Use the
Waiting Ringback
tab on the
User – Custom Ringback User
Modify
page to modify audio and video ringback media settings for call waiting.
NOTE:
The
Waiting Ringback
tab is displayed only when both
Call Waiting
and
Custom
Ringback User – Call Waiting
features are assigned. The Video Ringback section is shown only when Custom Ringback User – Video feature assigned.
Figure 65 Incoming Calls
–
Custom Ringback User (Waiting Ringback Tab)
NOTE
: The URL option does not appear on this tab if you are not using a URL. If you are using a URL ringback, the URL is displayed as a read-only field. Only your administrator can configure
URL.
1)
2)
On the
User – Custom Ringback User
Modify
page, click
Waiting Ringback
.
Specify the audio ringback file, the video ringback file, or both files, as applicable:
NOTE:
If the No Personal Ringback option is selected, BroadWorks uses the same user-defined media source for both initial calls and waiting calls.
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For video ringback, you must specify a custom video ringback file and the user must have a video-capable phone. In all other cases, if you specify a custom audio ringback file, that is played. Otherwise, the default audio file is played.
−
To select a personal ringback file, check
Personal Ringback File
. Then select your file from the drop-down list.
NOTE
: The maximum duration of a ringback file is 120 seconds.
3)
Save your changes. Click
OK
or another tab. OK saves your changes and displays the previous page. Clicking another tab displays the selected page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.21.3 Delete Custom Ringback User Entry
Use the
Custom Ringback User Modify
page to delete a custom ringback user entry.
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Custom Ringback User
. The
User –
Custom Ringback User
page appears.
Click the
Edit
link next to the selection you want to modify or delete. The
User –
Custom Ringback User Modify
page appears.
To remove an entry, click
Delete
. The entry is deleted and the
User – Custom
Ringback User
page appears.
WARNING
: This action cannot be undone. Once you click Delete, the instance is permanently deleted.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.22 External Custom Ringback
4.22.1 Turn External Custom Ringback On and Off
Use this menu item on the
User – Incoming Calls
page to turn External Custom Ringback on and off. The External Custom Ringback service allows you to use an external source for ringback played to callers.
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Figure 66 Incoming Calls – External Custom Ringback
1)
2)
3)
On the
User – Incoming Calls
menu page, click
External Custom Ringback
. The
User – External Custom Ringback
page appears.
To enable External Custom Ringback, check
On
. To disable it, check
Off
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.23 Pre-alerting Announcement
The Pre-alerting Announcement service allows you to specify an audio or video announcement to be played to your callers before their call is connected. You can also specify the criteria that must be satisfied by the incoming call for the announcement to be played.
Use this menu item on the
User – Incoming Calls
page to: n
Configure Pre-alerting Announcement n n
Add Criteria Entry
Modify or Delete Criteria Entry
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4.23.1 Configure Pre-alerting Announcement
Use the
User
–
Pre-alerting Announcement
page to configure the Pre-alerting
Announcement service settings and activate or deactivate Pre-alerting Announcement criteria entries.
Figure 67 Incoming Calls
–
Pre-alerting Announcement
1)
2)
3)
4)
5)
On the
User – Incoming Calls
menu page, click
Pre-alerting Announcement
. The
User – Pre-alerting Announcement
page appears.
For
Pre-alerting Announcement
, check
On
to activate the service and
Off
to deactivate it.
For the
Audio Announcement
or
Video Announcement
setting, select from the following:
−
Default
to use the default announcement
−
URL
to use the announcement stored at a specified location, and then enter the
URL address where the announcement is stored
The URL should be in the following format: http/https://<domain name>[<:port>][path], for example, http://abcdistributing.com/announcements.
−
Custom
to use a custom announcement, and then select a file from the drop- down list.
To activate a criterion entry, check the
Active
box in the row for the entry.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and returns to the previous page.
To cancel the changes and return to the previous page, click
Cancel
.
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4.23.2 Add Criteria Entry
Use the
User
–
Pre-alerting Announcement
Criteria Add
page to add a Pre-alerting
Announcement criteria entry specifying the conditions that must be satisfied by an incoming call for the announcement to be played. You can create multiple criteria entries.
Figure 68 Incoming Calls
–
Pre-alerting Announcement Criteria Add
2)
3)
4)
1)
5)
6)
On the
User – Incoming Calls
menu page, click
Pre-alerting Announcement
. The
User – Pre-alerting Announcement
page appears.
Click
Add
. The
User – Pre-alerting Announcement Criteria Add
page appears.
Enter a description of the entry (up to 50 characters including spaces).
Select
Play pre-alerting announcement
to activate the entry or
Do not
play pre-alerting announcement
to deactivate the entry.
To have the announcement played during specific times or dates, select a schedule from the
Selected Time Schedule
and/or
Selected Holiday Schedule
drop-down lists.
Specify the originating phone numbers to which the announcement should be played:
−
To play the announcement to all callers, check
Any phone number.
−
To play the announcement to callers from selected numbers, select one or more of the following options:
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−
Any private number
−
Any unavailable number
−
Specific phone numbers,
and enter the numbers in the provided boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. Example,
45055512?4, 450555??34, 4505?5*`.
NOTE:
If you want to specify more than 12 numbers, create another criteria entry.
7)
To play announcement for calls to specific phone numbers, select the numbers by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
8)
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
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4.23.3 Modify or Delete Criteria Entry
Use the
User
–
Pre-alerting Announcement
Criteria Modify
page to modify or delete a Pre- alerting Announcement criteria entry.
Figure 69 Incoming Calls – Pre-alerting Announcement Criteria Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Pre-alerting Announcement
. The
User – Pre-alerting Announcement
page appears.
Click
Edit
in the row for the entry you want to modify or delete. The
User – Pre- alerting Announcement Criteria Modify
page appears.
To delete the entry, click
Delete
. The previous page appears.
WARNING
: The delete operation is final and cannot be undone.
4)
5)
To modify the entry, enter or select required information. For information about the options available on this page, see section
4.23.2 Add Criteria Entry
.
To save your changes and display the previous page, click
OK
. To exit without saving, click
Cancel
or select another page.
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4.24 Personal Assistant
The Personal Assistant service allows you to set your presence status when you are not available to take your calls to help callers make better decisions. The status is announced to the caller and the caller has the option to leave you a message, call you back later, or optionally be transferred to an attendant, if you configure a phone number to transfer your calls. Setting your status to “None” is equivalent to disabling your Personal Assistant.
If you want some calls to get through instead of being taken by your Personal Assistant, you can specify a list of callers allowed to bypass the Personal Assistant service.
Use this menu item on the
User – Incoming Calls
page to: n
Configure General Settings n n n n
Configure Call to Numbers
List or Delete Exclusion Numbers
Add Exclusion Number
Modify Exclusion Number
4.24.1 Configure General Settings
Use this procedure to configure your Personal Assistant general settings.
Figure 70 Incoming Calls – Personal Assistant (General)
1)
2)
3)
On the
User
–
Incoming
Calls
menu page click
Personal
Assistant
. The
User
–
Personal
Assistant
page appears.
Select your presence status from the drop-down list. Selecting “None” disables the service.
Specify the date and time until which your presence state should be communicated to callers. After that date your status automatically changes to “None”. If you do not provide this information, your Personal Assistant service stays enabled, and your presence state is communicated to callers until you change your presence state to
“None”.
−
In the
Until Date
text box, enter the date in the MM/DD/YYYY format or select the date from the calendar.
−
In the
Time
text box, enter the time in the HH:MM format (0 <= HH <= 11, 0<=
MM <= 59) and select AM or FM from the drop-down list.
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4)
5)
6)
In the
Transfer
To Attendant
text box enter the number to transfer your calls to. If you do not provide this information, Personal Assistant will route your calls to your voice mail, if it is enabled.
Check the
Play Ring Reminder when a call is transferred
box to be notified when a call is transferred to the attendant or voice mail.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving click
Cancel
or select another page.
4.24.2 Configure Call to Numbers
Use the
Call to Numbers
tab on the
User
–
Personal Assistant
page to select your phone numbers to which Personal Assistant applies. Calls to the selected numbers are routed to
Personal Assistant and calls to other numbers bypass the assistant.
Figure 71 Incoming Calls – Personal Assistant (Call to Numbers)
1)
2)
3)
On the
User
–
Incoming
Calls
menu page click
Personal
Assistant
. The
User
–
Personal
Assistant
page appears.
Click the
Call to Numbers
tab.
To select phone numbers, move the numbers to the
Assigned Call to Numbers
column as follows:
−
In the
Available Call to Numbers
column, select the numbers and click
Add >
. Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Assigned Call to Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
To select several items in sequential order, click the first item, hold down the
SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
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4)
Save your changes. Click
Apply
or
OK.
Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving click
Cancel
or select another page.
NOTE
: If the
Assigned Call to Numbers
column is empty, the Personal Assistant service applies to incoming calls to any number.
4.24.3 List or Delete Exclusion Numbers
Use the
Exclusion Numbers
tab on the
User
–
Personal Assistant
page to view or delete phone numbers excluded from the Personal Assistant service. Calls from these numbers bypass Personal Assistant and continue as if the service was disabled.
Figure 72 Incoming Calls – Personal Assistant (Exclusion Numbers)
1)
2)
3)
4)
5)
On the
User
–
Incoming
Calls
menu page click
Personal
Assistant
. The
User
–
Personal
Assistant
page appears.
Click the
Exclusion Numbers
tab.
To look for specific exclusion numbers, enter your search criteria and click
Search
.
Or to list all configured exclusion numbers, click
Search
without entering any criteria.
To delete an exclusion number, check the
Delete
box in the row of the number.
To save your changes, click
Apply
or
OK.
Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving click
Cancel
or select another page.
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4.24.4 Add Exclusion Number
Use this procedure to add a new exclusion number. Calls from exclusion numbers bypass
Personal Assistant and are processed as if the service was disabled.
Figure 73 Incoming Calls – Personal Assistant Exclusion Number Add
2)
3)
4)
5)
6)
1)
On the
User – Incoming Calls
menu page, click
Personal Assistant
. The
User –
Personal Assistant
page appears.
Click the
Exclusion Number
tab.
Click
Add
. The
User
–
Personal
Assistant
Exclusion
Number
Add
page appears.
In the
Number
text box, enter the phone number to exclude. This is a mandatory field.
In the
Description
text box enter a description that will help you identify the number.
Click
OK
. The number is added and the previous page appears.
To exit without saving click
Cancel
or select another page.
4.24.5 Modify Exclusion Number
Use this procedure to modify a description of an exclusion number. Note that you cannot modify the phone number. If you need to correct a phone number, delete the entry and add a new exclusion number entry with the corrected number.
Figure 74 Incoming Calls – Personal Assistant Exclusion Number Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Personal Assistant
. The
User –
Personal Assistant
page appears.
Click the
Exclusion Number
tab.
Click
Edit
the row of the exclusion number to edit. The
User
–
Personal
Assistant
Exclusion
Number
Modify
page appears.
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4)
5)
To modify the description of the exclusion number, enter the new description in the
Description
text box.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving click
Cancel
or select another page.
4.25 Priority Alert
The Priority Alert service allows you to assign a distinctive ring to certain selected incoming calls, based on pre-defined criteria. You to specify the time schedule and/or holiday schedule when you would like a priority alert to occur. Also, you can make a priority alert to occur when only specified numbers call and when you receive calls to specific numbers. If you need more than 12 numbers or more distinct time or holiday periods, you can create multiple criteria entries.
Use this menu item on the
User – Incoming Calls
page to: n n
Activate or Deactivate Priority Alert
Add Priority Alert n
Modify or Delete Priority Alert
The following table provides an explanation of each item on the
Incoming Calls – Priority
Alert
page.
Item
Description
Priority Alert
Calls from
Calls to
Description
Description of the criteria entry.
Specifies whether priority alert should be sent for calls that satisfy the criteria in the entry.
Originating phone numbers to which the priority alert action (send priority alert, do not send priority alert) applies.
Your phone numbers calls to which should trigger the priority alert action.
4.25.1 Activate or Deactivate Priority Alert Entry
Use this procedure to set or deactivate an existing priority alert.
Figure 75 Incoming Calls – Priority Alert
1)
On the
User – Incoming Calls
menu page, click
Priority Alert
. The
User – Priority
Alert
page appears.
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2)
3)
Check the
Active
check box beside the selection to activate. If a check mark displays in the
Active
column, the corresponding priority alert is active. To deactivate an active priority alert, uncheck the check box.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.25.2 Add Priority Alert Entry
Use this procedure to add a new priority alert entry.
Figure 76 Incoming Calls – Priority Alert Add
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Priority Alert
. The
User – Priority
Alert
page appears.
Click
Add
. The
User – Priority Alert Add
page appears.
In the
* Description
text box, type a description of the phone numbers assigned to this priority alert.
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4)
5)
6)
Check
Use priority alert
to use priority alert for call that satisfy the criteria specified in this entry or check
Do not use priority alert
if you do not want priority alert to be used for calls that satisfy the criteria specified in this entry.
From the
Selected Time Schedule
drop-down list, select the time schedule when you would like the priority alert to occur.
From the
Selected Holiday Schedule
drop-down list, select the holiday schedule when you would like the priority alert to occur.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
Select from the following:
−
To receive a distinctive ring for all calls outside of the company, check
Any external phone number
.
−
To receive a distinctive ring for specific internal or external telephone numbers, select
Following phone numbers
and
8)
−
To trigger a priority alert for any private phone number, select
Any private number
−
To trigger a priority alert for any unknown phone number, select
Any unavailable phone number
−
To trigger a priority alert for specified telephone numbers, enter numbers (not extensions) in the
Specified phone number
text boxes. If a number is not assigned to the group, type the complete number: +<country code>
<national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more telephone numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.
To apply the priority alert action to calls to specific numbers, select the numbers by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
9)
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.25.3 Modify or Delete Priority Alert Entry
Use this procedure to modify or delete an existing priority alert entry.
Figure 77 Incoming Calls – Priority Alert Modify
1)
2)
On the
User – Incoming Calls
menu page, click
Priority Alert
. The
User – Priority
Alert
page appears.
To remove an entry, click
Delete
. The entry is deleted and the
User – Priority Alert
page appears.
WARNING:
This delete action is final and cannot be undone.
3)
4)
5)
Click the
Edit
link in the row for the entry. The
User – Priority Alert Modify
page appears.
To modify, change the information as required. For information about the options available on this page, see section
4.25.2 Add Priority Alert Entry
.
To save your changes and display the previous page, click
OK
.
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To exit without saving, select another page or click
Cancel
to display the previous page.
4.26 Selective Call Acceptance
Use this menu item on the
User – Incoming Calls
page to: n
Activate or Deactivate Selective Acceptance Entry n n
Add Selective Acceptance Entry
Modify or Delete Selective Acceptance Entry
The Selective Acceptance service allows you to screen calls by defining criteria for calls to accept.
The following table provides an explanation of each item on this page:
Item
Description
Accept
Calls from
Calls to
Description
Description of the instance of the selected call type.
Indication of whether you want to accept calls that satisfy the criteria specified in this entry.
Originating phone numbers from which to accept calls.
Terminating phone numbers calls to which to accept.
4.26.1 Activate or Deactivate Selective Acceptance Entry
Use this procedure to activate or deactivate a Selective Acceptance entry. Selective
Acceptance allows you to accept only calls from selected numbers.
Figure 78 Incoming Calls – Selective Call Acceptance
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Selective Acceptance
. The
User –
Selective Call Acceptance
page appears.
Check the
Active
check box beside the selection to activate. To deactivate a
Selective Acceptance entry, uncheck the
Active
check box beside the selection to deactivate.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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4.26.2 Add Selective Acceptance Entry
Use this procedure to add a Selective Acceptance entry.
Figure 79 Incoming Calls – Selective Call Acceptance Add
1)
2)
3)
4)
5)
6)
On the
User – Incoming Calls
menu page, click
Selective Acceptance
. The
User –
Selective Call Acceptance
page appears.
Click
Add
. The User – Selective Call Acceptance Add screen appears.
In the *
Description
text box, type a description of the phone numbers to add to your selective acceptance service.
Check
Accept call
to accept calls what satisfy the criteria specified in this entry;; or check
Do not accept calls
if you do not want to accept calls that satisfy the criteria specified in this entry.
From the
Selected Time Schedule
drop-down list, select the time schedule to use this service.
From the
Selected Holiday Schedule
drop-down list, select the holiday schedule to use this service.
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NOTE
: You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
Specify the telephone numbers from which you want to accept calls by selecting from the following:
8)
−
To receive calls from any number, select
Any phone number
−
To receive calls from specified telephone numbers, select
Following phone numbers
and specify the telephone number
−
To accept calls from any private number, select
Any private number
−
To accept calls from any unknown number, select
Any unavailable number
−
To accept calls from specific telephone numbers, enter the numbers (not extensions) in the
Selected phone numbers
boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the
U.S. You can enter up to 12 numbers for this entry. To specify more phone numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example,
45055512?4, 450555??34, and 4505?5* are all valid call entries.
Specify the telephone numbers to which you want to accept calls by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
9)
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
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4.26.3 Modify or Delete Selective Acceptance Entry
Use this procedure to modify or delete a Selective Acceptance entry.
Figure 80 Incoming Calls – Selective Call Acceptance Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Selective Acceptance
. The
User –
Selective Call Acceptance
page appears.
Click the
Edit
link in the row for the entry. The
User – Selective Call Acceptance
Modify
page appears.
To remove the entry, click
Delete
. The entry is deleted and the
User – Selective Call
Acceptance
page appears.
WARNING
: This action is final and cannot be undone.
4)
5)
To modify, change the information as required.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
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4.27 Selective Call Rejection
Selective Rejection allows you to reject calls that meet your pre-defined criteria. These callers are given an announcement that you cannot be reached.
Use this menu item on the
User – Incoming Calls
page to: n
Activate or Deactivate Selective Rejection Entry n n n
Add Selective Rejection Entry
Modify or Delete Selective Rejection Entry
There are two possible types of Selective Rejection entries: n
Entries created by you to specify criteria for rejecting calls
Entries created automatically by the system, when a call is reported as malicious via the Customer Originated Trace (COT) service. If a COT entry was created for a private number, “Private number” is displayed instead of the phone number, as illustrated in
Figure 81
.
4.27.1 Activate or Deactivate Selective Rejection Entry
Use this procedure to activate or deactivate a Selective Rejection entry. Selective
Rejection allows you to reject calls from certain selected numbers.
Figure 81 Incoming Calls – Selective Call Rejection
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Selective Rejection
. The User
–
Selective Call Rejection
page appears.
Check the
Active
check box beside the selection to activate. To deactivate a selection, uncheck the Active check box beside the selection to deactivate.
Click
Apply
or
OK
. Apply saves your changes.
OK
saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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4.27.2 Add Selective Rejection Entry
Use this procedure to add a new Selective Rejection entry.
Figure 82 Incoming Calls – Selective Call Rejection Add
1)
2)
3)
4)
5)
6)
On the
User – Incoming Calls
menu page, click
Selective Rejection
. The
User –
Selective Call Rejection
page appears.
Click
Add
. The
User – Selective Call Rejection Add
screen appears.
In the *
Description
text box, enter a description by which you want to identify the selective rejection service entry.
Select
Reject call
or
Do not reject call
to enable or disable call rejection.
From the
Selected Time Schedule
drop-down list, select the time schedule.
From the
Selected Holiday Schedule
drop-down list, select the holiday schedule.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
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7)
8)
Specify phone number from which to reject calls by selecting from the following:
−
To reject calls from any number, select “From any phone number”.
−
To reject forwarded calls, select “Forwarded”.
−
To reject calls from specific call numbers, select
From following phone numbers
and specify the phone numbers as follows:
−
To reject calls from any private number, select
Any private number
−
To reject calls from any unknown number, select
Any unavailable number
−
To reject calls from specific telephone numbers, enter the numbers (not extensions) in the Specified phone numbers boxes. If a number is not one assigned to the group, type the complete number: +<country code>
<national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.
Specify the telephone numbers to which you want to reject calls by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
9)
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.27.3 Modify or Delete Selective Rejection Entry
Use this procedure to modify or delete a Selective Rejection entry.
Figure 83 Incoming Calls – Selective Call Rejection Modify
NOTE
: A Selective Call Rejection entry created by the Customer Originated Trace service for a private number cannot be modified but can be deleted. The
Selective Call Rejection Modify
page is then read-only, as illustrated in
Figure 84
.
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Figure 84 Selective Call Rejection Modify Page for Private COT Entry
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Selective Rejection
. The
User –
Selective Call Rejection
page appears.
Click
Edit
next to the entry. The
User – Selective Call Rejection Modify
page appears.
To remove the entry, click
Delete
. The entry is deleted and the
User – Selective Call
Rejection
page appears.
WARNING:
This action cannot be undone. Once you click Delete, the entry is permanently deleted.
For an editable entry:
4)
To modify the entry, change the information as required.
5)
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
For a private COT entry:
6)
Click
OK
to return to the previous page.
4.28 Sequential Ringing
Sequential Ringing acts as a “Find me” service sending calls to your base location or other phone number or SIP-URI address of your choice. The Sequential Ringing service allows you to configure multiple phones to ring in sequence on incoming calls with criteria you set
(a call entry).
NOTE 1:
The criteria for each Sequential Ringing call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses and a specified time schedule during which the service is active. All criteria for an entry must be satisfied for the call to enter Sequential Ringing
(phone number and day of week and time of day). Otherwise, the call does not activate the service.
NOTE 2:
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
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If your number is busy, you have the option of whether or not to continue the sequential search. If there is no answer at your number, the service tries up to five other locations in sequence until it receives an answer. The call is then connected as usual to the phone that answers. If none of the numbers in the sequence answer, the caller is directed to voice mail or to another no-answer service.
The caller has the option to terminate the Sequential Ringing service by pushing the # key.
The call is then immediately forwarded to voice mail or another no-answer service. The caller hears a comfort message every 20 seconds during the ring sequence and is informed of the # key function.
Use the following procedures to configure the Sequential Ringing service and manage call entries. n
Configure Features of Sequential Ringing Service n n n
Add Sequential Ring Entry
Modify or Delete Sequential Ringing Entry
View, Activate, or Deactivate Sequential Ringing Call Entries
4.28.1 Configure Features of Sequential Ringing Service
Use the following procedure to configure the Sequential Ringing service.
Figure 85 Incoming Calls − Sequential Ring
1)
2)
On the
User − Incoming Calls
menu page, click
Sequential Ring
.
The User −
Sequential Ring
page appears.
Click to select the check box to the left of
Use Base Location
first.
−
If the check box is selected, your base location phone rings first in the ring sequence.
3)
−
If the check box is cleared, the first phone in the ring sequence rings first.
From the
Number of rings for Base Location
drop-down list, select the number of rings for the base location.
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4)
5)
Click to select the check box to the left of
Continue the search process if the base location is busy
.
−
If the check box is selected, the service continues to search.
−
If the check box is cleared, the service terminates the search.
Click to select the check box to the left of
Enable caller to skip search process
.
−
If the check box is selected, the caller can end the Sequential Ringing service at any time during the search by pressing the # key.
−
If the check box is cleared, the caller cannot end the Sequential Ringing service.
NOTE
: Forwarding or messaging services must be configured if the caller is allowed to terminate the Sequential Ringing service.
6)
7)
8)
−
In the text boxes that follow
Phone Number/SIP-URI
, enter up to five phone numbers or SIP-URI addresses to which you want Sequential Ringing callers to be directed, in the order in which you want the phone numbers to be rung.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format). Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number in E.164 format: +<country code> <national number>. For example, “+1” must precede a long distance number within the
U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a domain name or an IP address.
You can also enter feature access codes and speed codes in addition to the phone numbers.
From the
Number of rings
drop-down list, select the number of rings for each phone number.
For each phone number, check
Answer Confirmation Required
to prompt the answering party to enter a confirmation digit to complete the call. Un-check the
Answer Confirmation Required
to disable this feature
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.28.2 Add Sequential Ring Entry
Use this procedure to add Sequential Ringing entries.
Figure 86 Sequential Ring − Sequential Ring Add
1)
2)
3)
4)
5)
6)
On the
User − Incoming Calls
menu page, click
Sequential Ring
. The
User −
Sequential Ring
page appears.
On the
User – Sequential Ring
page, click
Add
. The
User – Sequential Ring Add
page appears.
In the *
Description
text box, type a name for the entry such as a supplier’s name.
Check
Use sequential ring
if you want sequential ringing to be used for this entry;; or check
Do not use sequential ring
if you do not want sequential ringing to be used for this entry.
From the
Selected Time Schedule
drop-down list, select a time schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence.
From the
Selected Holiday Schedule
drop-down list, select a holiday schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
Specify which calls you receive are to be sent to your configured ring sequence:
−
If you want all calls you receive sent to your configured ring sequence, check
Any phone number
−
If you want to specify phone numbers that you want sent to your configured ring sequence, check
Following phone numbers
and specify the numbers as follows:
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8)
−
To send any private calls to your configured ring sequence, select
Any private number
−
To send any unknown calls to your configured ring sequence, select
Any unavailable number
−
To send calls from specific telephone numbers to your configured ring sequence, enter the numbers (not extensions) in the
Specified phone numbers
boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
4.28.3 Modify or Delete Sequential Ringing Entry
Use this procedure to modify or delete Sequential Ringing entries.
Figure 87 Sequential Ring − Sequential Ring Modify
1)
2)
3)
On the
User − Incoming Calls
menu page, click
Sequential Ring
. The
User −
Sequential Ring
page appears.
Click
Edit
in the row for the entry. The
User – Sequential Ring Modify
page appears.
To remove the entry, click
Delete
. The entry is deleted and the
User – Sequential
Ring
page appears.
WARNING
: The delete action is final and cannot be undone.
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4)
5)
To modify the entry, change the information as required. For information about the options available on this page, see section
4.28.2 Add Sequential Ring Entry
.
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
4.28.4 View, Activate, or Deactivate Sequential Ringing Call Entries
Use this procedure to view all Sequential Ringing call entries and activate and deactivate one or more call entries.
Figure 88 Incoming Calls − Sequential Ring (View)
1)
2)
On the
User – Incoming Calls
menu page, click
Sequential Ring
. The
User –
Sequential Ring
page appears.
View the call entries you have configured at the bottom of the page. Call entries you have configured are automatically active.
−
To see all details of an entry, click on
Edit
. The
User – Sequential Ring Modify
page appears with the selected entry criteria displayed.
3)
4)
5)
−
Click
OK
to return to the
User – Sequential Ring
page.
To activate an entry on the
User – Sequential Ring
page, check the
Active
box.
To deactivate an entry on the
User – Sequential Ring
page, uncheck the
Active
box.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.29 Series Completion
Use this menu item on the
User – Incoming Calls
page to view your series completion groups.
The Series Completion service allows calls to a member of a series completion group to be forwarded to the next member in the series if the called party is busy.
The following table provides an explanation of the items on this page:
Item
Group Name
Name
Department
Description
Name of the series completion group.
Names of the users in the series completion group.
Departments of the users in the series completion group.
4.29.1 View Your Series Completion Groups
Use this procedure to verify the series completion groups to which you belong.
Figure 89 Incoming Calls – Series Completion
1)
2)
On the
User – Incoming Calls
menu page, click
Series Completion
. The
User –
Series Completion
page appears, showing your series completion groups.
To display the previous page, click
OK
. The
User – Incoming Calls
menu page appears
.
4.30 Simultaneous Ringing Personal
Use this menu item on the
User – Incoming Calls
page to: n
Configure Features of Simultaneous Ringing Personal Service n n
Add Simultaneous Ringing Personal Entry
Modify or Delete Simultaneous Ringing Personal Call Entries n
View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries
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The Simultaneous Ringing Personal service allows you to list phone numbers or SIP-URI addresses you would like to ring in addition to your primary phone when you receive a call that satisfies the criteria you set (in a call entry). This feature is helpful when you are not at your desk or home, and you would like your cell phone to ring when you receive an important call. You can turn off simultaneous ringing when you are at your desk and selectively activate or deactivate call entries.
WARNING
: If your cell phone or other phone has voice mail that picks up before your office voice messaging picks up, your voice mails can be on your cell phone messaging system.
4.30.1 Configure Features of Simultaneous Ringing Personal Service
Use the following procedure to configure the Simultaneous Ringing Personal service.
Figure 90 Incoming Calls – Simultaneous Ring Personal
NOTE:
The numbers ring if the incoming call matches one of the call entries you define. If there are no call entries defined or if all the entries are inactive, Simultaneous Ringing Personal rings the simultaneous ring numbers when the service is turned on.
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Simultaneous Ring Personal
. The
User – Simultaneous Ring Personal
page appears.
To activate
Simultaneous Ringing Personal
, check
On
. To disable it, check
Off
.
If you do not want the numbers entered for this service to ring if you are on another phone call, check
Do not ring my Simultaneous Ring Numbers if I’m already on a call
.
This is the default for this service.
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4)
In the
Phone Number/SIP-URI
text boxes, enter up to ten phone numbers or SIP-URI addresses that you want to ring simultaneously on incoming calls.
A phone number can be two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (, ), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
NOTE:
You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.
5)
6)
For each phone number you entered, check
Answer confirmation required
to prompt the answering party to enter a confirmation digit to complete the call.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
4.30.2 Add Simultaneous Ringing Personal Entry
Use this procedure to add a Simultaneous Ringing Personal entry. Simultaneous Ringing
Personal entries determine whether simultaneous ringing applies to the incoming call.
Figure 91 Simultaneous Ring Personal – Simultaneous Ring Personal Add
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1)
2)
3)
4)
5)
6)
On the
User – Incoming Calls
menu page, click
Simultaneous Ring Personal
. The
User – Simultaneous Ring Personal
page appears.
To add a Simultaneous Ring Personal entry, click
Add
. The
User – Simultaneous
Ring Personal Add
page appears.
Enter the description of the entry.
Check
Use simultaneous ring personal
if you want the service to be used for this entry;; or, check
Do not use simultaneous ring personal
to disable the entry.
From the
Selected Time Schedule
drop-down list, select a time schedule during which you want the calls from the numbers in this entry to be sent to your Simultaneous Ring
Personal list.
From the
Selected Holiday Schedule
drop-down list, select a holiday schedule during which you want the calls from the numbers in this entry to be sent to your
Simultaneous Ring Personal list.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and any time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
7)
Specify the numbers from which the calls satisfying the time and holiday schedules set in this entry are to be sent to your Simultaneous Ringing Personal list:
8)
−
To send calls from any number, check
Any phone number
.
−
To send calls from specific phone numbers, check
Following phone numbers
and select or enter one or more of the following:
−
To send any private calls to your Simultaneous Ringing Personal list, select
Any private number
.
−
To send any unknown calls to your Simultaneous Ringing Personal list, select
Any unavailable number
.
−
To send calls from specific telephone numbers to your Simultaneous Ringing
Personal list, enter the numbers (not extensions) in the
Specified phone numbers
text boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.
To save your changes, click
OK
. The entry is added and appears on your
Simultaneous Ring Personal
page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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4.30.3 Modify or Delete Simultaneous Ringing Personal Call Entries
Use this procedure to modify or delete a Simultaneous Ringing Personal call entry.
Figure 92 Simultaneous Ring Personal – Simultaneous Ring Personal Modify
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Simultaneous Ring Personal
. The
User – Simultaneous Ring Personal
page appears.
Click
Edit
in the row for the entry you want to modify or delete. The
User –
Simultaneous Ring Personal Modify
page appears.
To delete the entry, click
Delete
. The entry is deleted.
WARNING
: This action cannot be undone. Once you click Delete, the entry is permanently deleted.
4)
To modify the entry, enter or select information as required. For information on the options available on this page, see section
4.30.2 Add Simultaneous Ringing
Personal Entry.
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4.30.4 View, Activate, or Deactivate Simultaneous Ringing Personal Call Entries
Use the following procedure to activate or deactivate Simultaneous Ringing Personal call entries.
Figure 93 Incoming Calls – Simultaneous Ring Personal
NOTE:
The numbers ring if the incoming call satisfies the criteria you set. If there are no criteria defined or if all the call entries are inactive, Simultaneous Ringing Personal always rings all the simultaneous ringing numbers when the service is turned on.
1)
2)
3)
On the
User – Incoming Calls
menu page, click
Simultaneous Ring Personal
. The
User – Simultaneous Ring Personal
page appears.
To activate a Simultaneous Ringing Personal call entry, check
the Active
box next to the entry. To deactivate the entry, deselect the box.
To save your changes, click
Apply
or
OK
. To exit without saving, click
Cancel
.
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5 Outgoing Calls
Use the
User – Outgoing Calls
menu page to manage outgoing calls, for example, blocking your line ID or programming speed dial codes.
Figure 94 User – Outgoing Calls
The
User – Outgoing Calls
menu page contains these menu items: n
Basic menu n
−
Automatic Callback
−
Call Return
−
Calling Party Category
−
Last Number Redial
−
Line ID Blocking
−
Speed Dial 8
−
Speed Dial 100
−
Legacy Automatic Callback
Advanced services
−
Account Codes
−
Group Paging
−
Number Portability Announcement
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−
Personal Phone List
−
Preferred Carrier User
−
Two-Stage Dialing
5.1 Access Outgoing Calls Menu
To access the
Outgoing Calls
menu page, click
Outgoing Calls
in the Options list.
5.2 Automatic Callback
Use this menu item on the
User - Outgoing Calls
menu page to turn Automatic Callback on and off.
When this service is on, you are prompted to create an Automatic Callback request when you get a busy signal. The system monitors this line for thirty minutes by default. The
Automatic Callback service sends a distinctive ring to notify you that a subscriber you are attempting to call is available.
Automatic Callback supports inter-group, intra-group, and inter-Application Server calls.
NOTE:
The Automatic Callback service is invoked for busy scenarios. Basically, busy scenarios cover all cases in which the terminating user cannot receive an additional call. This includes Call
Waiting, Do Not Disturb, and Simultaneous Call Policy service triggers.
You can access an interactive voice response (IVR) menu with the Automatic Callback
Menu Access Feature Access Code (default is #9), which lists the current pending callbacks and allows you to cancel individual callbacks. You can also cancel all current
Automatic Callback requests with the Automatic Callback Deactivation Feature Access
Code (default is #8).
Figure 95 Outgoing Calls – Automatic Callback
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Automatic Callback
. The
User –
Automatic Callback
page appears.
To activate
Automatic Callback
, check
On
. To deactivate it, check
Off
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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NOTE:
The total number of outstanding Automatic Callback sessions that can be initiated by one subscriber is 30. The range is 1 through 30, and the default is “5”.
5.3 Call Return
Use this menu item on the
User – Outgoing Calls
menu page to return a call to the last party that called you.
The Call Return service allows you to easily return your last call, using a Feature Access
Code. You can return a call whether or not the call was answered.
Figure 96 Outgoing Calls – Call Return
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Call Return
. The
User – Call Return
page appears, giving instructions for Call Return.
To call back the last party who called you, enter the Call Return Feature Access Code at your phone.
To display the previous page, click
OK
. The
User – Outgoing Calls
page appears.
5.4 Calling Party Category
Use this menu item on the
User – Outgoing Calls
menu page to see the Calling Party
Category assigned to you by the group administrator.
Figure 97 Outgoing Calls – Calling Party Category
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1)
On the
User – Outgoing Calls
menu page, click
Calling Party Category
. The
User –
Calling Party Category
page appears, describing Calling Party Category. Typically, the calling party categories include the categories listed below, but can be modified by your system administrator:
2)
−
Ordinary
−
Payphone
−
Prison
−
Hotel
−
Hospital
−
Special
To display the previous page, click
OK
. The
User – Outgoing Calls
page appears.
5.5 Last Number Redial
Use this menu item on the
User – Outgoing Calls
menu page to redial the last number you called.
You can also use a Feature Access code to make use of the Last Number Redial service
(*66, by default).
Figure 98 Outgoing Calls – Last Number Redial
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Last Number Redial
. The
User –
Last Number Redial
page appears, giving instructions for Last Number Redial.
To redial the last number you called, enter the Last Number Redial Feature Access
Code at your phone or click the REDIAL button at your CommPilot Call Manager.
To display the previous page, click
OK
. The
User – Outgoing Calls
page appears.
5.6 Legacy Automatic Callback
The Legacy Automatic Callback service allows you to camp on a busy called party and be called back automatically when the called party hangs up.
Use the
User
–
Legacy Automatic Callback
page to turn the service on or off.
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Figure 99 User – Legacy Automatic Callback
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Legacy Automatic Callback
. The
User – Legacy Automatic Callback
page appears.
To enable the feature, check
On
. To disable it, check
Off
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
5.7 Line ID Blocking
Use this menu item on the
User - Outgoing Calls
menu page to disable Calling Line ID
Delivery. The Line ID Blocking service allows you to prevent your calling line ID from being shown when you make a call. When enabled, lines equipped with the Caller ID service will not see your name or number.
NOTE:
Some people have their phones set up to refuse calls from "blocked numbers" - as with the Anonymous Rejection service. The Line ID Blocking service can be changed as needed for placing sensitive phone calls and turned off for placing calls to parties with Anonymous Rejection or similar services. This service does not apply to calls from within the group.
Figure 100 Outgoing Calls – Calling Line ID Delivery Blocking
1)
2)
On the
User – Outgoing Calls
menu page, click
Line ID Blocking
. The
User – Calling
Line ID Delivery Blocking
page appears.
To enable
Block Calling Line ID on Outgoing Calls
, (i.e. to hide your name and number) check
On
. To disable it, check
Off
.
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3)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
5.8 Speed Dial 8
Use this menu item on the
User – Outgoing Calls
menu page to program up to eight single-digit speed dial numbers. Once set up, you can make a call using the speed dial code, rather than dialing the whole phone number. For example, to dial the number associated with speed dial code 7, you would dial 7#.
Speed Dial 8 numbers can also be programmed using the handset, using a Feature
Access Code (FAC). For example, *74 3 9624 programs speed dial code 3 to dial the number 9642. (*74 is the default FAC for Speed Dial 8. It might be different on your system.)
Figure 101 Outgoing Calls – Speed Dial 8
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Speed Dial 8
. The
User – Speed Dial
8
page appears.
Type the phone number or SIP-URI address in the
Phone Number/SIP-URI
text box next to a speed dial code.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example,
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (,), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
Type a name or description for the speed dial code in the corresponding
Name
text box. This name does not affect the operation of the speed dial code.
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4)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
5.9 Speed Dial 100
Use this menu item on the
User – Outgoing Calls
menu page to: n n
View or Delete Speed Dial 100 Dialing Codes
Set Speed Dial 100 Code n
Modify Speed Dial 100 Entry
Speed Dial 100 lets you assign a two-digit speed dial code to phone number or SIP-URI address. Once set up, you can make a call using the speed dial code, rather than dialing the whole number. For example, to dial the number associated with speed dial code 77, you would dial **77#.
As indicated, Speed Dial 100 codes have a two-digit prefix associated with them. This prefix is assigned by your system administrator, and must be dialed prior to the speed dial code. By default, it is **.
You can have up to 100 two-digit speed dial numbers, from 00–99.
5.9.1 View or Delete Speed Dial 100 Dialing Codes
Use this procedure to display your Speed Dial 100 call entries, or to delete entries from the list.
Figure 102 Outgoing Calls – Speed Dial 100
1)
On the
User – Outgoing Calls
menu page, click
Speed Dial 100
. The
User – Speed
Dial 100
page appears, showing your Speed Dial 100 call entries.
Note the Speed Dial 100 dialing prefix. This prefix is configured by your administrator, and must be dialed before the two-digit speed dial code. For example, to dial the number associated with speed dial code 77, you would dial #77. (# is the default prefix for Speed Dial 100. It might be different on your system.
NOTE:
In some systems, the Speed Dial 100 dialing prefix may be empty.
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2)
3)
To delete an entry, check the
Delete
box next to the entry.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
WARNING
: This action cannot be undone. Once you click
Apply
or
OK
, the entry is permanently deleted.
To exit without saving, click
Cancel
or select another page.
5.9.2 Set Speed Dial 100 Code
Use this procedure to set a two-digit speed dial code to dial a frequently dialed or hard-to- remember phone number or SIP-URI address. You can have up to 100 Speed Dial 100 numbers.
Speed Dial 100 numbers can also be set using the handset, using a Feature Access Code
(FAC). For example, *75 33 9624 programs speed dial code 33 to dial the number 9642.
(*75 is the default FAC for Speed Dial 100. It might be different on your system.)
Figure 103 Speed Dial 100 – Speed Dial 100 Add
2)
3)
4)
5)
1)
6)
On the
User – Outgoing Calls
menu page, click
Speed Dial 100
. The
User – Speed
Dial 100
page appears.
Click
Add
. The
User –
Speed Dial 100 Add
page appears.
From the
Speed Code 100
drop-down list, select a two-digit code.
Type a text description for the speed dial number in the
Description
text box.
Type the phone number or SIP-URI address to assign to the speed dial code in the *
Phone
Number/SIP-URI
text box.
A phone number can be from two through 30 digits (three to 22 digits in E.164 format).
Dashes, parentheses, and spaces are allowed but are not necessary and are not included in the number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
A SIP URI must be at most 161 characters in user@domain format, for example
[email protected]. The user part can contain a leading +, letters, digits and the following characters: !, ~, *, (,), dash, underscore, period, or single quotes.
The domain part can be either a domain name or an IP address.
To save your changes and display the previous page, click
OK
.
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To exit without saving, click
Cancel
or select another page.
5.9.3 Modify Speed Dial 100 Entry
Use this procedure to make changes to a Speed Dial 100 entry.
Figure 104 Speed Dial 100 – Speed Dial 100 Modify
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Speed Dial 100
. The
User – Speed
Dial 100
page appears.
Click
Edit
next to the entry to edit. The
User – Speed Dial 100 Modify
page appears.
To remove the entry click
Delete
. The
User – Speed Dial 100
page appears.
WARNING
: This action cannot be undone. Once you click
Delete
, the entry is permanently deleted.
4)
5)
To modify the entry, change the information as required. Enter a new description, phone number, or SIP-URI address for the speed dial code. You cannot edit the speed dial code. For information about the settings on this page, see section
5.9.2
Set Speed Dial 100 Code.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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5.10 Account Codes
Use this menu item on the
User – Outgoing Calls
menu page to display your account codes. The Account Codes service displays the account codes assigned to you for making calls.
Figure 105 Outgoing Calls – Account Codes
On the
User – Outgoing Calls
menu page, click
Account Codes
. The
User – Account
Codes
page appears.
The
User – Account Codes
page displays the following information.
Item
Codes
Description
The number of the account assigned by the administrator.
Description A description of the account assigned by the administrator.
Place a Call Using an Account Code:
1)
Dial the Feature Access Code for Per Call Account Code.
2)
3)
Dial the account code.
Dial the number.
If You Dial the Wrong Account Code:
1)
While your call is in progress, flash the phone by clicking the flash button or clicking the hang-up button once. The active call is placed on hold.
2)
3)
Redial the Feature Access Code and the account code.
Resume your call.
To Exit this Page:
To display the previous page, click
OK
. The
User – Outgoing Calls
page appears.
5.11 Group Paging
Use this menu item on the
User
–
Outgoing Calls
menu page to view the paging groups you belong to as originator.
NOTE:
This menu item is only visible if you are an originator in at least one paging group.
To page a paging group, dial the paging group’s phone number or extension.
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Figure 106 Outgoing Calls – Group Paging
1)
2)
On the
User – Outgoing Calls
menu page, click
Group Paging
. The
User – Group
Paging
page appears, listing the paging groups that you can page. The phone number and/or extension is displayed for each page group.
To return to the previous page, click
OK
.
5.12 Number Portability Announcement
Use this menu item on the
User – Outgoing Calls
menu page to configure your Number
Portability Announcement service.
The service notifies you when the number you are calling is ported (served by a different service provider) and the call can incur additional charges.
5.12.1 Enable Number Portability Announcement
Use the
User
–
Number Portability Announcement
page to enable or disable number portability announcement.
Note that you can also use feature access codes to enable or disable the announcement.
For more information, see section
13.5 Feature Access Codes
.
Figure 107 Outgoing Calls – Number Portability Announcement
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Number Portability Announcement
.
The
User – Number Portability Announcement
page appears.
To enable the announcement, check the
Number Portability Announcement
box. To disable it, uncheck the box.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
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To exit without changing, click
Cancel
or select another page.
5.13 Personal Phone List
Use this menu item on the
User – Outgoing Calls
menu page to: n
View or Delete Phone List Entries n
Add Entry to Your Personal Phone List n n
Modify or Delete Entry in Your Personal Phone List
Import Comma-Delimited Text File
The Personal Phone List service allows you to configure a list of phone numbers you call frequently or want to remember. This list can also be used to quickly call your contacts from your CommPilot Call Manager.
NOTE:
Whenever you add, delete, or modify an entry on the list, the call entries are sorted automatically, in alphabetic order.
5.13.1 View or Delete Phone List Entries
Use this procedure to display your personal phone list, or to delete entries from the list.
Figure 108 Outgoing Calls – Personal Phone List
1)
2)
3)
On the
User – Outgoing Calls
menu page, click
Personal Phone List
. The
User –
Personal Phone List
page appears, showing your customized phone list.
To delete an entry, check the
Delete
box next to the entry.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
WARNING
: This action cannot be undone. Once you click
Apply
or
OK
, the entry is permanently deleted.
To exit without saving, select another page or click
Cancel
to display the previous page.
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5.13.2 Add Entry to Your Personal Phone List
Use this procedure to add a number to your customized phone list.
Figure 109 Personal Phone List – Personal Phone List Add
1)
2)
3)
4)
5)
On the
User – Outgoing Calls
menu page, click
Personal Phone List
. The
User –
Personal Phone List
page appears.
Click
Add
. The
User – Personal Phone List Add
page appears.
Type the name of the contact to add in the *
Name
text box. The name can be from 1 through 50 characters.
Enter the phone number in the
Phone
Number
text box. Dashes, parentheses, or spaces are allowed but not included in the phone number. To use the list from your
CommPilot Call Manager, enter the number exactly as you would call. For example, if this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
5.13.3 Modify or Delete Entry in Your Personal Phone List
Use this procedure to make changes to an entry in your customized phone list.
Figure 110 Personal Phone List – Personal Phone List Modify
1)
On the
User – Outgoing Calls
menu page, click
Personal Phone List
. The
User –
Personal Phone List
page appears.
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2)
3)
4)
Click the
Edit
link next to the entry to modify. The
User – Personal Phone List Modify
page appears.
Modify the name and number as required.
To delete an entry, click
Delete
.
WARNING:
This action cannot be undone. Once you click
Delete
, the entry is permanently deleted.
5)
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
5.13.4 Import Comma-Delimited Text File
Use this procedure to import personal phone list call entries from an existing comma- delimited text file (.CSV format files). To produce a comma-delimited text file, see the instructions for a program such as Microsoft Outlook, Word, or Excel.
Figure 111 Personal Phone List – Personal Phone List Import
1)
2)
3)
4)
On the
User – Outgoing Calls
menu page, click
Personal Phone List
. The
User –
Personal Phone List
page appears.
Click the
Import Phone List
link. The
User -
Personal Phone List Import
page appears.
In the *
Select a Phone List File
text box, type the file name or click
Browse
to locate the .CSV file and click
Open
. The .CSV file must have headings “Name” and
“Number”.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
If you click
Apply
or
OK
, the names and numbers in the .CSV file appear in the
Personal Phone List.
Following is an example of the call entries in an import list created in a text file before the file was converted to a .CSV file.
"Name","Number"
"Jane B Doe","301-555-1231"
"Jane M Doe","301-555-1232"
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"Jane W Doe","301-555-1233"
"John B Doe","301-555-1234"
5.14 Preferred Carrier User
Use this menu item on the
User – Profile
menu page to view your preferred carriers.
Figure 112 User – Preferred Carrier User
1)
2)
On the
User – Profile
menu page, click
Preferred Carrier User
. The
User –
Preferred Carrier
page appears, listing the carriers assigned to you. Preferred carriers include:
−
Intra-LATA Carrier
−
Inter-LATA Carrier
−
Preferred International Carrier
To display the previous page, click
OK
. The
User – Profile
page appears.
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5.15 Two-Stage Dialing
Use this menu item on the
User - Outgoing Calls
menu page to enable or disable Two-
Staged Dialing. This service allows you to use BroadWorks services from your cell phone or PSTN landline. Two-Stage Dialing provides the ability to route calls when an auxiliary line-type service is used in conjunction with BroadWorks.
The
Two-Stage Dialing
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
Figure 113 Outgoing Calls – Two-Stage Dialing
1)
2)
3)
4)
5)
On the
User – Outgoing Calls
menu page, click
Two-Stage Dialing
. The
User –
Two-Stage Dialing
page appears.
To enable
Two-Stage Dialing
, check
On
. To disable it, check
Off
.
Select the
Allow activation with any user address
check box. When it is unchecked, dialing your BroadWorks number does not trigger Two-Stage Dialing.
You can use the search feature to search for more phone numbers that can be used for Two-Stage Dialing.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6 Call Control
Use the
User – Call Control
menu page to configure or use call control services, for example, call waiting or flash call functionality.
Figure 114 User – Call Control (Top of Page)
The
User – Call Control
menu page contains these menu items: n
Basic menu
−
Barge-in Exempt
−
Call Waiting
−
Call Pickup
−
Customer Originated Trace
−
Directed Call Pickup
−
Directed Call Pickup with Barge-in
−
Diversion Inhibitor
−
Flash Call Hold
−
Call Transfer
−
In-Call Service Activation
−
Three-Way Call
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n
−
Music/Video On Hold
−
N-Way Call
−
OMA Presence
Advanced services
−
Call Recording
−
Communication Barring User-Control
−
Advice of Charge
−
BroadWorks Anywhere
−
BroadWorks Mobility
−
Call Centers
−
Charge Number
−
Executive
−
Executive-Assistant
−
Flexible Seating Guest
−
Group Night Forwarding
−
Hoteling Guest
−
Hoteling Host
−
Instant Messaging and Presence
−
Push To Talk
−
Physical Location
−
Remote Office
−
Shared Call Appearance
−
Video Add-On
−
Zone Calling Restrictions
6.1 Access Call Control Menu
To access the
User – Call Control
menu page, click
Call Control
in the Options list.
6.2 Barge-in Exempt
Use this menu item on the
User – Call Control
menu page to turn Barge-in Exempt on and off. Barge-in Exempt allows you to prohibit others from interrupting your conversations with the Barge-in service. When it is on, members of your group with the Barge-in service cannot interrupt your calls. When it is off, they can.
6.2.1 Turn Barge-in Exempt On and Off
Use the
User
–
Barge-in Exempt
page to enable or disable your Barge-in Exempt service.
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Figure 115 Call Control – Barge-in Exempt
1)
2)
3)
On the
User – Call Control
menu page, click
Barge-in Exempt
. The
User – Barge-in
Exempt
page appears.
To enable
Barge-in Exempt
, check
On
. To disable it, check
Off.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.3 Call Waiting
Use this menu item on the
User – Call Control
menu page to turn Call Waiting on and off and to enable or disable Calling Line ID delivery when the line is busy.
The Call Waiting service allows you to receive a signal when a call comes in while you are engaged in another call. You can then pick up the call, should you want to. To answer the waiting call, you press the flash hook, which connects you with the waiting party and holds the original party. Subsequent use of the flash hook allows you to toggle between the two parties.
6.3.1 Configure Call Waiting
Use the
User – Call Waiting
page to turn Call Waiting on and off and to enable or disable
Calling Line ID delivery when the line is busy.
NOTE:
Busy treatment is given to callers when the service is deactivated.
Figure 116 Call Control – Call Waiting
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1)
2)
3)
4)
On the
User – Call Control
menu page, click
Call Waiting
. The
User – Call Waiting
page appears.
To enable
Call Waiting
, check
On
. To disable it, check
Off
.
To disable the delivery of the caller ID when you are busy on a call, check
Disable
Calling Line ID Delivery on Call Waiting
. This setting is ignored when Call Waiting is disabled.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.4 Call Pickup
Use this menu item on the
User – Call Control
menu page to view your call pickup group.
The Call Pickup service allows you to answer a ringing call to another phone in your call pickup group.
NOTE
: To pick up a ringing call at a member of your call pickup group, dial the Call Pickup
(default *98) feature access code. If there is more than one ringing call in your call pickup group, the call that has been ringing the longest is answered.
Your feature access codes are listed on the
Utilities – Feature Access Codes
page.
6.4.1 View Call Pickup Group
Use the
User – Call Pickup
page to view your call pickup group.
Figure 117 Call Control – Call Pickup
1)
On the
User – Call Control
menu page, click
Call Pickup
. The
User – Call Pickup
page appears, showing the members of your call pickup group.
The
User – Call Pickup
page displays the following items.
Item
Group Name
User ID
Description
Name of the Call Pickup group.
ID of the user in the Call Pickup group.
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Item
Last Name
First Name
Phone Number
Description
Last name of the user in the Call Pickup group.
First name of the user in the Call Pickup group.
Phone number of the user in the Call Pickup group.
Extension Extension of the user in the Call Pickup group.
Department Department of the user in the Call Pickup group.
2)
To display the previous page, click
OK
. The
User – Call Control
menu page appears.
6.5 Customer Originated Trace
Select this menu item on the
User – Call Control
menu page to view whether the
Customer Originated Trace service has been assigned to you and to read service description. You cannot configure this service. You must request your group administrator to assign the service to you. If you have been assigned this service, you can dial a feature access code to put a trace on your last incoming call.
NOTE
: To generate a trace to your service provider on you last incoming call, dial the Customer
Originated Trace (default *57) feature access code.
Your feature access codes are listed on the
Utilities – Feature Access Codes
page.
Figure 118 Call Control − Customer Originated Trace
1)
2)
On the
User – Call Control
menu page, click
Customer Originated Trace
. The
User
– Customer Originated Trace
page appears, showing instructions for Customer
Originated Trace.
To display the previous page, click
OK
. The
User – Call Control
page appears.
6.6 Directed Call Pickup
Use this menu item on the
User – Call Control
menu page to view whether Directed Call
Pickup service has been assigned to you.
The Directed Call Pickup service allows you to pick up a call at a specific extension of your call pickup group.
NOTE
: To pick up a ringing call at an extension in your Call Pickup group, enter the Directed
Call Pickup (default *97) feature access code followed by the extension at your phone.
Your feature access codes are listed on the
Utilities – Feature Access Codes
page.
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Figure 119 Call Control – Directed Call Pickup
1)
2)
On the
User – Call Control
menu page, click
Directed
Call Pickup
. The
User –
Directed Call Pickup
page appears, showing instructions for Directed Call Pickup.
Click
OK
to display the previous page.
6.7 Directed Call Pickup with Barge-in
Use the
Directed Call Pickup with Barge-In
menu item on the
User – Call Control
menu page to view the directed call pickup with barge-in options status.
Directed Call Pickup with Barge-in allows you to dial a feature access code followed by an extension to pick up or barge-in on a call to another group member. If the call has not been answered, then it is picked up. If the call has been answered, then barge-in occurs.
A barge-in results in a three-way call being created between you, the group member being barged-in on, and the other party the group member is connected to. You are the controller of the barge-in three-way call.
NOTE
: Dial the directed Call Pickup with Barge-in (default *33) feature access code and the extension of the subscriber in your group to pickup or barge-in on a call.
Your feature access codes are listed on the
Utilities
–
Feature Access Codes
page.
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6.7.1 View Status of Directed Call Pickup with Barge-in Option
Use this procedure to view the status of the warning tone and automatic target selection associated with the Directed Call Pickup with Barge-in service. The warning tone, if enabled, precedes a barge-in. The automatic target selection allows you to dial the feature access code without providing the target extension, and a target for pick-up or barge-in is automatically selected if, at that moment, there is only one user from the same group involved in a call.
Figure 120 Call Control – Directed Call Pickup with Barge-in
1)
2)
On the
User – Call Control
menu page, click
Directed Call Pickup with Barge-in
.
The
User – Directed Call Pickup with Barge-in
page appears.
The
Warning Tone
and
Automatic Target Selection
options display
“
On
”
or “Off
”
. Your group administrator sets the status of these options.
To display the previous page, click
OK
.
6.8 Diversion Inhibitor
Use this menu item on the
User – Call Control
menu page to verify that the Diversion
Inhibitor service has been assigned to you. Diversion Inhibitor allows you to prevent redirection services from being activated on the terminating side of an unanswered call.
The feature access code to dial is listed on your
Utilities
–
Feature Access Codes
page.
Figure 121 Call Control – Diversion Inhibitor
1)
2)
On the
User – Call Control
menu page, click
Diversion Inhibitor
. The
User –
Diversion Inhibitor
page appears, describing the Diversion Inhibitor service.
To display the previous page, click
OK
.
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6.9 Flash Call Hold
Use this menu item on the
User – Call Control
menu page to hold a call at a phone without the call control functionality.
The Flash Call Hold service allows you to hold a call at a phone with no
Hold
button.
Figure 122 Call Control – Flash Call Hold
3)
4)
5)
1)
2)
6)
On the
User – Call Control
menu page, click
Flash Call Hold
. The
User – Flash Call
Hold
page appears, showing instructions for Flash Call Hold.
To hold a call at a phone without call control functionality, flash the phone (click the flash button or click the
Hangup
button once).
Dial the Flash Call Hold Feature Activation Code.
Make the second call.
To toggle between calls, flash the phone and dial the Flash Call Hold Feature
Activation Code.
To display the previous page, click
OK
.
6.10 Call Transfer
Use this menu item on the
User – Call Control
menu page configure the Call Transfer service.
The Call Transfer service allows you to transfer a call to another phone using your phone or the CommPilot Call Manager. This service allows you to transfer a call on a phone with no transfer button.
NOTE:
If you have Three-Way Calling, you can transfer the call with three-way consultation.
Hang up the phone to leave the other two callers connected.
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Figure 123 Call Control – Call Transfer
1)
2)
3)
4)
5)
6)
7)
On the
User – Call Control
menu page, click
Call Transfer
. The
User – Call Transfer
page appears, showing instructions for Call Transfer.
To turn Call Transfer Recall on or off, check
On
or
Off
. When on, a transferred call is recalled to your device if the called party is unavailable to take the call (based on the value selected in the
Number of rings before recall
text box).
From the
Number of rings before recall
drop-down list, select the number of rings (two to 20) to play before a call is recalled to your device.
To enable or disable the Busy Camp On feature, select or de-select the
Enable Busy
Camp On
check box. Enter the number of seconds (30 to 600) for the Busy Camp
On timer. The default is 120 seconds. When on, a camped call is recalled to your device if the call remains unanswered beyond the configured time.
To turn the diversion inhibitor on or off for blind transfers, check
On
or
Off
. When on, the call is not redirected to an alternate destination or voice mail.
To turn the diversion inhibitor on or off for consultative calls, check
On
or
Off
. When turned on, the call is not redirected to an alternate destination or voice mail.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.11 In-Call Service Activation
The In-Call Service Activation service allows users hosted on a time-division multiplexing
(TDM) system to activate mid-call services, for example, flash services. This service complements the Two-Stage Dialing service providing BroadWorks users hosted on a
TDM system with full access to BroadWorks services. For more information about the
Two-Stage Dialing service, see section
5.15 Two-Stage Dialing
.
The enhancement to this service, Explicit Call Transfer, monitors DTMF events from the
In-Call Service Activation user’s intelligent access device for a specific Explicit Call
Transfer (ECT) digit sequence and performs Call Transfer upon detecting the Explicit Call
Transfer digit sequence.
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NOTE:
The Mid-call Flash service activation is applicable only to non-intelligent (BroadWorkscontrolled) devices, and Explicit Call Transfer is applicable only to intelligent devices.
If you have been assigned this service, you can enable or disable the service using the
User
–
In-Call Service Activation
page. You have read-only access to the currently configured DTMF digits used to activate the In-Call Service Activation services.
Use this menu item on the
User – Call Control
menu page to turn In-Call Service
Activation on and off.
Figure 124 Call Control – In-Call Service Activation
1)
2)
3)
On the
User – Call Control
menu page, click
In-Call Service Activation
. The
User –
In-Call Service Activation
page appears.
To activate
In-Call Service Activation
, check
On
. To deactivate it, check
Off
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.12 Three-Way Call
Use this menu item on the
User – Call Control
menu page to connect three at a phone without conferencing functionality.
The Three-Way Call service allows you to set up a three-way conference call at a phone with no conferencing functionality.
Figure 125 Call Control – Three-Way Call
1)
On the
User – Call Control
menu page, click
Three-Way Call
. The
User – Three-Way
Call
page appears, showing instructions for Three-Way Call.
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4)
5)
6)
2)
3)
To set up a three-way conference call at a phone with no conferencing functionality, make the first call.
When the number answers, flash the phone by clicking the
flash
button or clicking the
Hangup
button once.
Make the second call.
When the second number answers, flash the phone again.
To display the previous page, click
OK
. The
User – Call Control
page appears.
6.13 Music/Video On Hold
Use Music/Video On Hold menu item on the
User – Call Control
menu page to configure
Music/Video On Hold settings.
The Music/Video On Hold feature plays music or a video when the remote party is held or parked.
Figure 126 Call Control – Music/Video On Hold Page with Group-level Settings
If you do not have
Music On Hold User
or
Video On Hold User
features assigned, then this page only contains the on/off button that allows you to indicate if the group level
Music
On Hold
configuration is to be used.
When you have the
Music On Hold User
feature, there are two tabs below the on/off radio button to configure user level media for regular calls and internal calls.
6.13.1 Turn Music/Video On-Hold On and Off
1)
2)
On the
User – Call Control
menu page, click
Music/Video On Hold
. The
User –
Music/Video On Hold
page appears. The
General Settings
tab is displayed by default.
To activate
Music On Hold
, check
On
. To deactivate it, check
Off
.
3)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.13.2 General Settings Tab
Figure 127 Call Control
–
Music/Video On Hold with Both Music On Hold User and Video On Hold Features
Assigned
1)
2)
3)
On the
User – Call Control
menu page, click
Music/Video On Hold
. The
User –
Music/Video On Hold
page appears. The
General Settings
tab is displayed by default.
For
Music/Video On Hold
message option select either
Group Defined Music/Video
to
play the media specified at the group level or
Custom Music/Video File
to provide your own music and/or video files.
If you selected
Custom Music/Video File
, select the file or files to play from your computer. Select the name of the audio file with your greeting from the
Audio
drop- down list. If your Music/Video On Hold service has video support enabled, you can also select the name of a video file with your greeting from the
Video
drop-down list.
NOTE:
BroadWorks accepts .WAV and .WMA audio files and .MOV and .3GP video files. The maximum allowed length of a Music On Hold greeting is 10 minutes.
4)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.13.3 Internal Calls Settings Tab
Use this tab to modify
Music/Video On Hold
settings for internal calls.
Figure 128 Call Control – Music/Video On Hold ( Internal Calls Settings)
1)
2)
3)
4)
5)
6)
On the
User – Call Control
menu page, click
Music/Video On Hold
. The
User –
Music/Video On Hold
page appears.
Click the
Internal Calls Settings
tab.
Check
Use Alternate Source for Internal Calls
if you want to define different settings for internal calls.
For
Music/Video On Hold message
option select either
Group Defined Music/Video
to
play the media specified at the group level or
Custom Music/Video File
to provide your own music and/or video files.
If you selected
Custom Music/Video File
, select the file or files to play from your computer. Select the name of the audio file with your greeting from the
Audio
drop- down list. If your Music/Video On Hold service has video support enabled, you can also select the name of a video file with your greeting from the
Video
drop-down list.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.14 N-Way Call
Use this procedure to connect four or more calls in a conference call at a phone without conferencing functionality.
Figure 129 Call Control – N-Way Calling
1)
2)
3)
4)
5)
6)
On the
User – Call Control
menu page, click
N-Way Call
. The
User – N-Way Call
page appears, showing instructions for N-Way Calling.
To set up an N-way conference call at a phone with no conferencing functionality, make the first call.
When the number answers, flash the phone by clicking the
flash
button or clicking the
Hangup
button once.
Make the second call.
When the second number answers, flash the phone again.
To display the previous page, click
OK
. The
User – Call Control
page appears.
6.15 OMA Presence
You use the
User
–
OMA Presence
page to enable or disable your Open Mobile Alliance
(OMA) Presence service.
Figure 130 Call Control – OMA Presence
1)
2)
3)
On the
User – Call Control
menu page, click
OMA Presence
. The
User – OMA
Presence
page appears.
To enable the service, select
On
. To disable it, select
Off
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.16 Communication Barring User-Control
Use this menu item on the
User – Outgoing Calls
menu page to change your
Communication Barring personal identification number (PIN) and to select your active profile.
If you have been locked out of feature access code (FAC) access to this service due to repeated failed login attempts, you can use this page to clear the lockout.
Figure 131 Call Control – Communication Barring User-Control
Figure 132 Call Control
–
Communication Barring User – Control When User Is Locked Out
1)
2)
On the
User – Call Control
menu page, click
Communication Barring User-Control
.
The
User – Communication Barring User-Control
page appears.
If you have been locked out, click the
Reset Lockout
link to clear the lockout. The link is only visible while you are locked out.
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3)
4)
5)
To change your PIN, enter the current PIN and the new PIN in the provided text boxes. A pin can only contain digits. The required length is specified by the administrator.
To change your active profile, select the new profile from the
Active Communication
Barring Profile
drop-down list.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.17 Advice of Charge
Use the
Call Control
–
Advice of Charge
page to verify that the
Advice of Charge
service has been assigned to you.
The Advice of Charge service delivers charging information to your phone.
Figure 133 Call Control – Advice of Charge
1)
2)
On the
User – Call Control
menu page, click
Advice of Charge
. The
User – Advice of Charge
page appears.
Click
OK
to display the previous page.
6.18 BroadWorks Anywhere
Use this menu item on the
User – Call Control
menu page to configure the fixed and mobile phones you would like to link to your account.
6.18.1 Configure BroadWorks Anywhere Settings and View Locations and Portals
Use the
User
–
BroadWorks Anywhere
page to configure your BroadWorks Anywhere settings and view your BroadWorks anywhere locations and portals.
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Figure 134 Call Control – BroadWorks Anywhere
1)
2)
On the
User – Call Control
menu page, click
BroadWorks Anywhere
. The
User –
BroadWorks Anywhere
page appears, listing your BroadWorks Anywhere locations.
To view the list of available BroadWorks Anywhere portals, click
View Available
Portal List
. The
User – Available BroadWorks Anywhere Portals
page appears, listing BroadWorks Anywhere portals available to you.
Figure 135 Call Control – Available BroadWorks Anywhere Portals
3)
4)
5)
6)
Click
OK
. The
User – BroadWorks Anywhere
page appears.
To enable your BroadWorks Anywhere locations for Click To Dial calls, check
Alert all locations for Click-to-Dial calls
. To disable, deselect this option.
To enable your BroadWorks Anywhere locations for group paging, check
Alert all locations for Group Paging calls
. To disable, deselect this option.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.18.2 Add BroadWorks Anywhere Location
Use this procedure to add a BroadWorks Anywhere location.
Figure 136 BroadWorks Anywhere – BroadWorks Anywhere Phone Number Add
1)
2)
3)
4)
5)
6)
On the
User – Call Control
menu page, click
BroadWorks Anywhere
. The
User –
BroadWorks Anywhere
page appears.
Click
Add
. The
BroadWorks Anywhere Phone Number Add
page appears.
Type the phone number to be used as the BroadWorks Anywhere location in the
*Phone Number
text box. The phone number must be from 1 through 20 digits in length (3 through 22 in E.164 format, that is +<country code><national number>).
Type a description in the
Description
text box. The description should allow you to remember, at a glance, why you have specified this phone number.
Select the
Enable this Location
check box, which enables this location for
BroadWorks Anywhere. To disable this location, de-select the check box.
Type in the phone number or SIP URI in the
Outbound Alternate Phone Number/SIP
URI
text box. You need to configure the outbound alternate phone number when the
BroadWorks Anywhere location number is not sufficient to terminate the call to the location. For example, when your translation profile requires that you dial a particular digit (for example, “9”) to access a public dial plan. The outbound alternate phone number or SIP URI is then dialed to reach the BroadWorks Anywhere location.
The phone number must be from two through 30 digits in length (three through 22 in
E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters: !, ~,
*, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, [email protected].
Select from the advanced options:
−
Enable Diversion Inhibitor
– This attribute enables a diversion inhibitor when extending a call leg to the BroadWorks Anywhere location.
−
Require Answer Confirmation
– This attribute determines if the system needs to prompt for an answer confirmation when a call leg extended to the BroadWorks
Anywhere location is answered by you.
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7)
−
Use BroadWorks-based Call Control Services
– This attribute determines whether call control is to be performed by the BroadWorks Anywhere location device or by BroadWorks.
Click the
Selective Criteria
tab. The phone number is added and the
BroadWorks
Anywhere Phone Number Modify
page appears, allowing you to add selective criteria for the phone number.
Figure 137 Call Control – BroadWorks Anywhere Phone Number Modify ( Selective Criteria Tab)
8)
Click
Add
. The
User
–
BroadWorks Anywhere Criteria Add
page appears.
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Figure 138 Call Control – BroadWorks Anywhere Criteria Add
9)
In the
Description
text box, type a description for the selective criteria entry that reminds you why you set this entry.
10)
To use BroadWorks Anywhere for this entry, check
Use broadworks anywhere
;; or check
Do not use broadworks anywhere
if you do not want BroadWorks Anywhere to be used for this entry.
11)
From the
Select Time Schedule
drop-down list, select the time schedule you want to use for this entry.
12)
From the
Select Holiday Schedule
drop-down list, select the holiday schedule you want to use for this entry.
NOTE:
You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule and time schedules and holiday schedules that your group administrator has set. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
13)
In the
Calls from
section, specify the originating phone numbers for which to alert your
BroadWorks Anywhere locations when the criteria in this entry apply. Select one of the following options:
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−
To alter your locations for calls from any external phone number, check
Any external phone number
.
−
To alter your locations for calls from specific call numbers, check
Following phone numbers
and specify the numbers as follows:
−
Check
Any private number
to alert your locations when you receive a call from a private phone number.
−
Select
Any unavailable number
to alert your locations when you receive a call from an unavailable phone number.
−
Enter up to 12 phone number that should alert your locations.
Note that you can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards.
Example: 45055512?4, 450555??34, 4505?5*
14)
In the
Calls to
section, specify the phone numbers for which to alert your BroadWorks
Anywhere locations when the criteria in this entry apply. Select one of the following options:
15)
In the
Calls to
section, specify the terminating phone numbers for which to alert your
BroadWorks Anywhere locations when the criteria in this entry apply. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
16)
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
17)
Repeat steps 8) to 14) for each criteria entry to add.
18)
Click
OK
to return to the
User – BroadWorks Anywhere
page.
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6.18.3 Modify or Delete BroadWorks Anywhere Location
Use this procedure to modify or delete a BroadWorks Anywhere location.
Figure 139 Call Control – BroadWorks Anywhere Phone Number Modify (Phone Number Tab)
1)
2)
3)
4)
On the
User – Call Control
menu page, click
BroadWorks Anywhere
. The
User –
BroadWorks Anywhere
page appears.
Click
Edit
next to the entry to edit or delete. The
User – BroadWorks Anywhere
Phone Number Modify
page appears.
To modify the entry, change the information as required.
To add or modify selective criteria, click the
Selective Criteria
tab. The
User –
BroadWorks Anywhere Phone Number Modify
page changes displaying the list of existing selective criteria.
Figure 140 Call Control – BroadWorks Anywhere Phone Number Modify ( Selective Criteria Tab)
−
To modify an existing criteria entry, click the entry and modify information as required.
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Figure 141 Call Control – BroadWorks Anywhere Criteria Modify
5)
−
To add a new entry click add and follow the appropriate steps in section
6.18.2
Add BroadWorks Anywhere Location
.
To remove the entry, click
Delete
. The
User – BroadWorks Anywhere
page appears.
WARNING:
This action cannot be undone. Once you click
Delete
, the recording is permanently deleted.
6)
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.19 BroadWorks Mobility
Use this menu item on the
User – Call Control
menu page to view or modify your
BroadWorks mobility settings.
The BroadWorks Mobility page displays your BroadWorks Mobility settings and lists your mobile devices. From this page you can also access the pages to view and modify the settings for your mobile devices and profile identity. When the service is disabled, the pages are read-only.
Use the following procedures to configure your BroadWorks Mobility service: n
View Service Settings n
Configure Alerting Policy n n
Configure Mobile Device
Configure Profile Identity Alerting Policy
6.19.1 View Service Settings
When the service is disabled, the
User
–
BroadWorks Mobility
pages are read-only.
You can use the read-only pages to view your BroadWorks Mobility service settings. Note that the following information is always read-only, even when the service is enabled: n
BroadWorks Mobility – This setting specifies whether your service is enabled or disabled. n n
Use Mobile Identity Call Anchoring Controls – This setting specifies whether you can configure call anchoring settings for your mobile devices.
Prevent Calls To User's Own Mobile Identities – This setting specifies whether you are allowed to make calls between your mobile devices.
Figure 142 Call Control – BroadWorks Mobility (Disabled)
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Figure 143 Call Control – BroadWorks Mobility – Mobile Identity (Read-only)
Figure 144 Call Control
–
BroadWorks Mobility – Profile Identity (Read-only)
1)
2)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
To view the profile identity alerting policy settings:
−
Click the
Profile Identity Alerting Policy
link. The
BroadWorks Mobility – Profile
Identity Alerting Policy
page appears.
3)
4)
−
Click
OK
to return to the previous page.
To view the settings for a selected mobile device:
−
Click the
View
link in the row of the device. The
BroadWorks Mobility – Mobile
Identity
page appears.
−
Click
OK
to return to the previous page.
Click
OK
to return to the previous page.
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6.19.2 Enable or Disable Alerting for Mobile Devices
You use the
User
–
BroadWorks Mobility
page to view the general service configuration and to enable or disable the mobile devices configured for your service.
Figure 145 Call Control – BroadWorks Mobility
1)
2)
3)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
To enable or disable alerting for a mobile device, check or uncheck the
Enable
Alerting
box in the row of the device.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
6.19.3 Configure Mobile Device
You use the
User
–
BroadWorks Mobility - Mobile Identity
page to configure a selected mobile device for your BroadWorks Mobility service.
Use the following procedures to configure BroadWorks Mobility settings for a selected mobile device: n n
n
Configure General Settings
Configure Alerting Policy
Configure Call Anchoring
NOTE
: Your BroadWorks Mobility service must be enabled for these settings to be configurable.
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6.19.3.1 Configure General Settings
You use the General tab on the
User
–
BroadWorks Mobility
–
Mobile Identity
page to configure the general settings for a selected mobile device for your BroadWorks Mobility service.
Figure 146 Call Control
–
BroadWorks Mobility – Mobile Identity (General Tab)
1)
2)
3)
4)
5)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
Click
Edit
in the row of the mobile device to configure. The
User
–
BroadWorks
Mobility – Mobile Identity
page appears displaying the General tab.
Enter a description that will help you identify the mobile device.
Modify your settings as required.
−
Check
Alert for Agent Calls
to make your phone ring when a hunt group, call center, or route point for which you are an agent distributes a call to you.
−
Check
Alert for Click To Dial Calls
to make your phone ring for Click To Dial calls.
−
Check
Alert for Group Paging Calls
to make you phone ring when you receive a paging call.
−
Check
Use Mobility Calling Line ID
to use your mobile phone number as calling line identity when you make a make a call from this mobile device.
−
Check
Enable Diversion Inhibitor
if you do not want your unanswered incoming calls to be redirected.
−
Check
Require Answer Confirmation
to be prompted for a confirmation digit before the mobile call leg answered by you is completed.
−
Check
Use BroadWorks-based Call Control Services
to specify that you would like call control to be performed by BroadWorks and not by your mobile device.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.19.3.2 Configure Alerting Policy
You use the Alerting Policy tab on the
User
–
BroadWorks Mobility
–
Mobile Identity
page to configure the alerting policy for a selected mobile device.
The settings on this page are effective only if alerting in enabled for the mobile device (the
Enable Alerting
box is checked in the row of the device on the
User
–
BroadWorks Mobilit
y page). Otherwise, the device is not alerted.
Figure 147 Call Control – BroadWorks Mobility - Mobile Identity (Alerting Policy Tab)
1)
2)
3)
4)
5)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
Click
Edit
in the row of the mobile device to configure. The
User
–
BroadWorks
Mobility - Mobile Identity
page appears.
Click the
Alerting Policy
tab.
To ring fixed devices for calls to this mobile number, check
Ring Fixed Devices
and check one or more of the following options to specify which devices to ring:
−
Include Shared Call Appearance
−
Include BroadWorks Anywhere
−
Include Executive Assistant
To ring mobile devices for calls to this mobile number, check
Ring Mobile Devices
and select devices to ring by moving them to the
Mobile Identity Alerted
column:
−
In the
Mobile Identity
column select devices and click
Add >
. Or to select all devices, click
Add All >>
.
−
To remove some devices, select the devices in the
Mobile Identity Alerted
column and click
Remove <
. Or to remove all devices, click
Remove All <<
.
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6)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
6.19.3.3 Configure Call Anchoring
You use the Call Anchoring tab on the
User
–
BroadWorks Mobility
–
Mobile Identity
page to configure call anchoring for a selected mobile device. You can configure call anchoring only if the
Use Mobile Identity Call Anchoring Controls
option is set to “Yes” by your administrator. Otherwise, the settings are read-only.
Call anchoring allows you to use the mobile device as if you were using your office phone.
Note that you can also enable or disable call anchoring using feature access codes.
Figure 148 Call Control – BroadWorks Mobility - Mobile Identity (Call Anchoring Tab)
1)
2)
3)
4)
5)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
Click
Edit
in the row of the mobile device to configure. The
User
–
BroadWorks
Mobility - Mobile Identity
page appears.
Click the
Call Anchoring
tab.
To enable call anchoring, check
Enable Call Anchoring
.
Specify the time when calls to and from this device should NOT be anchored on
BroadWorks. When you make or receive a call at this number during the scheduled time period, calls are not anchored but processed in the mobile network.
−
From the
Excluded
Time Schedule
drop-down list, choose a schedule.
−
From the
Excluded Holiday Schedule
drop-down list, choose a schedule.
NOTE
: You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule, any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
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6)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
6.19.4 Configure Profile Identity Alerting Policy
You use the
User
–
BroadWorks Mobility - Profile Identity
page to configure the alerting policy for your non-mobile number. You can configure the policy only when your
BroadWorks Mobility service is enabled.
Figure 149 Call Control
–
BroadWorks Mobility - Profile Identity Alerting Policy
1)
2)
3)
4)
On the
User – Call Control
menu page, click
BroadWorks Mobility
. The
User –
BroadWorks Mobility
page appears.
Click the
Profile Identity Alerting Policy
link. The
User – BroadWorks Mobility –
Profile Identity Alerting Policy
page appears.
To ring fixed devices for calls to your fixed number, check
Ring Fixed Devices
and check one or more of the following options to specify which devices to ring:
−
Include Shared Call Appearance
−
Include BroadWorks Anywhere
−
Include Executive Assistant
To ring mobile devices for calls to your fixed number, check
Ring Mobile Devices
and select devices to ring by moving them to the
Mobile Identity Alerted
column:
−
In the
Mobile Identity
column select devices and click
Add>
. Or to select all devices, click
Add All>>
.
−
To remove some devices, select the devices in the
Mobile Identity Alerted
column and click
Remove<
. Or to remove all devices, click
Remove All
.
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5)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
6.20 Call Centers
The
Call Centers
page displays your current Call Center settings, all the call centers you are assigned to, and your “joined” status for each call center. You can join or remove yourself from that call center if this option is enabled by your administrator.
The
Call Centers
menu appears only if you have a Call Center service.
For users with the Call Center
–
Premium service assigned, the settings on this page are shared by the Call Center and Route Point services. Any changes to the configuration on this page affect both services, except for the
Use Guard Timer Setting
option, which has no effect on the Route Point service.
6.20.1 Configure Call Center Settings or Join Call Centers
Use the
Call Center
menu item on the
User – Call Control
page to configure your Call
Center settings or to join a Call Center.
NOTE:
The
ACD State
and
Unavailable Code
settings apply only to users with Call Center –
Standard or Call Center – Premium service assigned, and
Make outgoing calls as
setting is available only to users with the Call Center – Premium service assigned.
Figure 150 Call Control – Call Centers
1)
2)
On the
User – Call Control
menu page, click
Call Centers
. The
User – Call Centers
page appears.
If permitted to join call centers, in the
Join Call Centers
list, check or uncheck the call center you want to join or leave.
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For users with Call Center
–
Standard and Call Center
–
Premium services:
3)
From the
ACD State
drop-down menu, select your Automatic Call Distribution (ACD) state: Sign-in, Sign-out, Available, Unavailable, or Wrap-up.
4)
If you changed your
ACD State
to “Unavailable”, select the
Unavailable Code
from the drop-down list.
NOTE:
This option is only available if it has been enabled by your administrator.
For users with the Call Center – Premium service:
5)
To set your outgoing call display option, check
Make outgoing calls as
and select a dialed number information service (DNIS) on one of your calling centers and/or route points from the drop-down list. Select “None” to have your own name displayed.
This setting specifies what name and telephone number is displayed as your calling line ID, when you make a call. You can decide to use the identity of one of your call centers or route points or to use your own calling line ID.
NOTE:
You can override this setting by using Make Call Center Call (default #80) and the Make
Personal Call (default #81) feature access codes.
6)
The
User – Call Centers
page displays the following read-only settings.
Item
All Call Center services
Description
Call Center Service
Assigned
Use Guard Timer
Setting
Enable guard timer for <x> seconds
The Call Center service you have been assigned by your administrator:
Basic, Standard, or Premium.
Specifies whether default or user-level guard timer settings apply to you.
If
Use Guard Timer Setting
is set to “User” and there is a check mark next to this item, the item specifies how long the guard timer will be enabled after you become available to take the next call.
Call Center Standard and Call Center Premium
Agent Threshold
Profile
The threshold profile you have been assigned as a call center agent. It defines some performance thresholds that when crossed may trigger an alert.
Use Agent
Unavailable Settings
Force agent to unavailable on Do
Not Disturb action
Force agent to unavailable after <x> consecutive bounced calls
Force agent to unavailable on not reachable
Call Center Premium
Specifies whether default or user-level agent unavailable settings apply to you.
If
Use Agent Unavailable Settings
is set to “User”, a check mark next to this item specifies that when you set your Do Not Disturb service to “On” your
ACD state automatically becomes “Unavailable”.
If
Use Agent Unavailable Settings
is set to “User”, a check mark next to this item specifies that your ACD state is forced to “Unavailable” after the specified number of consecutive bounced calls.
If
Use Agent Unavailable Settings
is set to “User”, a check mark next to this item specifies that your ACD state is forced to “Unavailable” when you become unreachable.
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Item Description
Force agent to unavailable on personal calls
If
Use Agent Unavailable Settings
is set to “User”, a check mark next to this item specifies that your ACD state is forced to “Unavailable” when you are on a personal call.
In addition, the following information is displayed for each call center to which you are assigned as agent:
Item
Call Center ID
Phone Number
Extension
Routing Type
Skill Level
Description
The ID of the Call Center.
Call Center main phone number.
Call Center extension.
The type of routing used in the Call Center, which can be either priority- based or skill-based. This determines whether calls are distributed to agents based on agents’ skills or on the priority of the calls.
This applies only to Premium call centers. In Standard and Basic call centers, routing is always based on call priority.
Your skill level in the call canter. This applies only to skill-based call centers.
6.21 Call Recording
Use this menu item on the
User – Call Control
menu page to set the recording mode for your Call Recording service.
The Call Recording service allows you to record calls that you originate or receive.
Figure 151 User – Call Recording
1)
On the
User – Call Control
menu page, click
Call Recording
. The
User – Call
Recording
page appears.
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2)
Set the call recording mode to one of the following options:
−
Always
– Select this option if you want all your calls to be recorded.
−
Always with Pause/Resume –
Select this option if you want all your calls to be automatically recorded but you want to have the option of stopping and resuming recording.
−
On Demand –
Select this option is you want selected calls to be recorded. In this mode, your calls are automatically recorded from the beginning to the end, but you have to explicitly request the call to be recorded, for example, by dialing *44
(default), before the end of the call to keep the recording. Otherwise the recording is discarded. Once you have indicated that you want the call to be recorded, you can pause and resume the recording during the call, to keep only selected parts of it.
3)
4)
5)
6)
7)
−
On Demand with User Initiated Start –
Select this option is you want selected calls to be recorded. This option differs from the
On Demand
option in that the recording does not start until you explicitly request the call to be recorded. Once you have indicated that you want the call to be recorded, you can pause and resume the recording during the call, to keep only selected parts of it. You can also stop the recording at any point after the recording has started. If you do that and then make another recording request for the same call, a new recording is started.
−
Never
–
Select this option to disable call recording.
To notify call participants when the call is being recorded, check
Play
Call Recording
Start Stop Announcement.
To record calls to your voice mailbox, check
Record Voice Messaging
.
This parameter is only displayed if you have the Voice Messaging User service.
Configure the type of notification played to the call participants when you pause or resume the recording. For the
Play/Resume Notification
setting, select one of the following:
−
Select
None
to give no indication to the parties in the call that the recording is paused or resumed.
−
Select
Beep
to play a tone when the recording is paused or resumed.
−
Select
Play Announcement
to play an announcement when the recording is paused or resumed.
To play a periodic reminder to the call participants that the call is being recorded, check
Repeat Record Call Warning Tone Every <X> seconds
and enter the frequency in seconds with which the reminder should be played. The frequency can be from 10 through 1800.
Set the Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.22 Charge Number
Use this menu item on the
User – Call Control
menu page to view your charge number information.
The Charge Number service allows an administrator to assign a charge number, different from your phone number, which will be included in the calls originated by you. The charge number is visible in call detail records, and is used for the purposes of billing and record keeping.
Figure 152 Call Control – Charge Number
In addition, the following information is provided on this page: n
Use Charge Number For Enhanced Translations
–
When this option is enabled, then the charge number is sent to the Network Server. n
Include Charge Number for Network Calls
–
When this option is enabled, then the
Charge
header is added to the outgoing SIP INVITE sent to the network.
6.23 Executive
Use this menu item on the
User – Call Control
menu page to configure your Executive service. The service allows you to define a pool of assistants who can answer your calls for you, specify which calls your assistants should answer, and decide which of your locations to alert for calls routed to your assistant and how.
NOTE
: For the service to work properly you must have the Multiple Call Appearance service enabled. If you have the Shared Call Appearance service assigned, make sure that the Multiple
Call Arrangement option of Shared Call Appearance service is checked. For information, see section
6.33 Shared Call Appearance
.
Use the following procedures to configure your Executive service: n
Configure Assistant Pool n n n
Configure Call Filtering
Configure Call Screening
Set Alerting Mode
6.23.1 Configure Assistant Pool
Use the Assistants tab on the
User
–
Executive
page to configure the list of assistants who can answer your calls. You can also decide whether assistants can opt in and out of your pool of assistants. The list of assistants is ordered for sequential alerting purposes.
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The
User – Executive
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
Figure 153 User – Executive (Assistants Tab)
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears. The Assistants tab is displayed by default.
Check the
Allow Assistants to Opt-in/Opt-out of Pool
box to allow assistants to opt in and out of your pool of assistants. To disallow it, uncheck the box.
Use the search function to search for available assistants.
Select users to assign to your pool of assistants.
5)
−
In the
Available Assistants
column, select one or more names and click
Add >
.
−
Or to assign all available users, click
Add All >>
.
To remove assistants from the pool:
−
In the
Assigned Assistants
column, select one or more assistants and click
Remove<
.
−
Or to remove all assigned assistants, click
Remove All <<
.
NOTE
: The
Add >
and
Add All >>
buttons always move items from a column on the left to a column on the right. The
Remove <
and
Remove All <<
buttons always move items from a column on the right to a column on the left.
6)
Order your assistants. Use the
Move Up
and
Move Down
buttons to change the position of assistants in the pool. The ordering only applies to sequential alerting. For more information, see section
6.23.3 Set Alerting Mode
.
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7)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.23.2 Configure Call Filtering
Use the Filtering tab on the
User
–
Executive
page to specify which of your incoming calls should be routed to your assistants. You can enable or disable call filtering, set the filtering mode, specify the filter type to use for simple filtering, and define the criteria to use for advanced filtering.
Use the following procedures to configure call filtering: n n n n
Configure Call Filtering
Add Call Filtering Criteria Entry
Modify or Delete Call Filtering Criteria Entry
View, Activate, or Deactivate Call Filtering Criteria Entries
6.23.2.1 Configure Call Filtering Settings
Use the Filtering tab on the
User – Executive
page to configure call filtering settings for your Executive service.
Figure 154 User – Executive (Filtering Tab)
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears.
Click the
Filtering
tab.
To enable call filtering, select
On
. To disable it, select
Off
.
Select the call filtering mode. For
Call Filtering Mode
, select
Simple
or
Advanced
.
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5)
6)
If you selected the simple mode, select the filter type from the following options:
−
All Calls
−
All Internal Calls
−
All External Calls
If you selected the advanced mode, define call filtering criteria by following the procedures in the following subsections. You can define filtering criteria whether you selected the simple or advanced mode, but they apply only to advanced filtering.
NOTE
: If you select the advanced mode and do not define any filtering criteria or all criteria are inactive, no calls are routed to your assistants.
7)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.23.2.2 Add Call Filtering Criteria Entry
Use this procedure to add a call filtering criteria entry. This allows you to specify which calls should be filtered (that is routed to your assistants and screening destinations) and the time schedule when you would like calls filtered. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple criteria entries.
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Figure 155 Call Control – Executive Filtering Criteria Add
1)
2)
3)
4)
5)
6)
On the
User – Call Control
menu page, click
Executive
. The
User
– Executive
page appears.
Click the
Filtering
tab and then click
Add
. The
User – Executive Filtering Criteria Add
page appears.
In the
Description
text box, type a name or description that will help you identify the entry (up to 50 characters including spaces).
Select
Filter call
to route calls that satisfy the criteria defined in this entry to your assistants. Or select
Do not filter call
otherwise.
From the
Selected Time Schedule
drop-down list, choose the time schedule during which the criteria in this entry apply.
From the
Selected Holiday Schedule
drop-down list, choose the holiday schedule during which the criteria in this entry apply.
NOTE
: You define your time and holiday schedules on the
User – Schedules
page. If you have not set any schedules, your choices are “Every Day All Day” time schedule, any time schedules and holiday schedules created by your group administrator. If your group is part of an enterprise, you can also use schedules defined by your enterprise administrator.
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7)
Specify incoming calls to filter in or out:
−
To filter/not filter calls from any phone number, select
Any phone number
.
−
To filter/not filter calls from any external phone number, select
Any external phone number.
−
To filter/not filter calls from and internal phone number, select
Any internal phone number.
−
To filter/not filter calls from specific telephone numbers, select
Following phone numbers
and configure one or more of the following options:
8)
−
Select
Any private number
.
−
Select
Any unavailable number
.
−
Enter up to twelve phone numbers in the
Specific phone numbers
text boxes.
If a number is not one assigned to the group, type the complete number:
<country code> <national number>. You can add more numbers by creating another entry.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5*, are all valid call entries.
To filter/not filter calls to your specific numbers, select the numbers by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
9)
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.23.2.3 Modify or Delete Call Filtering Criteria Entry
Use this procedure to modify or delete a call filtering criteria entry.
Figure 156 Call Control – Executive Filtering Criteria Modify
1)
2)
3)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears.
Click the
Filtering
tab and then click
Edit
on the row of the entry to modify. The
User
– Executive Filtering Criteria Modify
page appears.
To remove the entry, click
Delete
. The entry is deleted and the
User – Executive
page appears.
WARNING:
This action cannot be undone. Once you click Delete, the instance is permanently deleted.
4)
5)
To modify the entry, change the information as required. For information about the options available on this page, see section
6.23.2.2 Add Call Filtering Criteria Entry
.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.23.2.4 View, Activate, or Deactivate Call Filtering Criteria Entries
Use this procedure to view all call filtering criteria entries and activate and deactivate one or more criteria entries.
NOTE
: If you select the advanced mode and there are no active criteria entries, no calls are routed to your assistants.
Figure 157 User
–
Executive (Filtering Tab)
3)
4)
5)
1)
2)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears.
To view the call filtering criteria entries you have configured, click the
Filtering
tab.
The criteria entries are listed at the bottom of the page.
−
To see the details of an entry, click
Edit
in the row of the entry. The
Executive
Filtering Criteria Modify
page appears displaying the details of the selected entry.
−
Click
OK
to return to the Filtering tab.
To activate an entry, check the
Active
box in the row of the entry.
To deactivate an entry, uncheck the
Active
box in the row of the entry.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.23.2.5 Configure Call Screening
Use the Screening tab on the
User
–
Executive
page to enable or disable call screening, specify the alert type to use for screening, and select the types of locations to alert for call screening.
Call screening allows you to be alerted at selected locations when a call is routed to your assistants. When you decide to answer a screened call, you are connected to the calling party and any remaining call legs to your assistants for that call are released.
Figure 158 User – Executive (Screening Tab)
2)
3)
4)
1)
5)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears.
Click the
Screening
tab.
To enable call screening, select
On
. To disable it, select
Off
.
Select the type of alert to use to notify you of a filtered incoming call at selected locations. For
Alert Type
, select
Silent
or
Ring Splash
.
Select the locations to alert for call screening, in addition to your main location, by checking one or more of the following options:
−
Alert BroadWorks Mobility Location
−
Alert BroadWorks Anywhere Locations
−
Alert Shared Call Appearance Locations
NOTE
: These options are available only if you have the corresponding services assigned.
Depending on your profile, you may see all, some, or none of the options.
6)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.23.3 Set Alerting Mode
Use the
Alerting
tab on the
User
–
Executive
page to specify the alerting settings for filtered calls. You can specify whether your assistants should be alerted sequentially or simultaneously about incoming calls, what calling line ID name and number to use for filtered calls, the timer to use for advancing to the next assistant when using the sequential alerting mode, the timer to use for triggering the rollover action when no assistant answers a call, the rollover action to apply to unanswered filtered calls, and the timer to use to recall a call to the originating assistant when you do not answer the call they pushed to you.
Figure 159 User – Executive (Alerting Tab)
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Executive
. The
User – Executive
page appears.
Click the
Alerting
tab.
Select the alerting mode:
−
To alert your assistants simultaneously, select
Simultaneous
.
−
To alert your assistants sequentially, select
Sequential
. The assistants are alerted in the order set on the Assistants tab.
Specify the calling line ID name to use when alerting assistants of your incoming calls.
For
Alerting Calling Line ID Name
, select one of the following options:
−
Executive Name
to use your name.
−
Executive-Originator Names
to use your name followed by the name of the caller.
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5)
6)
7)
8)
9)
−
Originator-Executive Names
to use the caller’s name followed by your name.
−
Originator Name
to use the caller’s name.
−
Custom
and enter the name to use in the
Alerting Custom Calling Line ID Name
text box. Optionally, you can also enter a Unicode name, in the
Unicode Alerting
Custom Calling Line ID Name
text box.
Each can be from 1 through 80 characters and cannot contain percent (%) or plus
(+) symbols, backslashes, double quotes, or extended ASCII characters.
Specify the calling line ID number to use when alerting assistants of your incoming calls. For
Alerting Calling Line ID Number
, select one of the following options:
−
Executive Number
to use your number.
−
Originator Number
to use the caller’s number.
−
Custom
and enter the number to use in the
Alerting Calling Line ID Number
text box.
The number can be up to 23 digits and should be a valid phone number allocated to the group. Spaces, dashes, and parenthesis are allowed but are not included in the number.
Configure the call push recall timer. From the
Call Push Recall After <X> Rings
drop- down list, select the number of rings after a call pushed to you by one of your assistants should be recalled to the assistant if you do not answer the call.
Specify the number of rings after which to alert the next assistant when using the sequential alerting mode. From the
Advance to Next Assistant After <X> Rings
drop- down list select the number of rings.
Specify the rollover timeout, that is, the time after which to apply the rollover action to unanswered filtered calls. The timeout can be from zero through 7200.
Specify the rollover action. Select one of the following options:
−
Voice Messaging
to forward the call to your voice mail
−
Forward to Phone Number/SIP URI
to forward the call to a specified number and enter the number
The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters:
!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example,
−
No Answer Processing
to apply no answer processing, which either triggers a service such as Call Forwarding No Answer if it is enabled or sends the call the temporarily unavailable treatment
10)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.24 Executive-Assistant
Use this menu item on the
User – Call Control
menu page to configure your Executive
-‐
Assistant service.
Use the following procedures to configure your Executive-Assistant service settings, view the executive pools to which you are assigned, opt in and out of an executive pool if allowed, and configure the executive service settings for an executive to whom you are assigned as an assistant: n n
Divert Executive Calls, View, Opt in, and Opt out of Executive Pools
Configure Call Filtering for Executive n n
Configure Call Screening for Executive
Configure Call Alerting for Executive
6.24.1 Divert Executive Calls, View, Opt in, and Opt out of Executive Pools
You use the
User – Executive-Assistant
page to view the list of executives to whom you are assigned as assistant, opt in and out of executive pools, and divert executive calls.
Figure 160 Call Control – Executive-Assistant
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears displaying your service settings and the list of executives you are assigned to as assistant.
To divert executive calls, select
On
and enter the number or SIP URI to send the calls to. To disable diverting of calls, select
Off
.
The phone number must be from two through 30 digits in length (three through 22 in
E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters: !, ~,
*, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, [email protected].
To opt in or out of an executive pool, check or uncheck the
Opt-in
box on the line of the executive. If the executive does not allow assistants to opt in or out of their pool, the check box is disabled.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
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To exit without saving, select another page or click
Cancel
to display the previous page.
6.24.2 Configure Call Filtering for Executive
You use the Filtering tab on the
Executive
page for a selected executive to configure call filtering for the executive.
Use the following procedures to configure call filtering for an executive: n
Configure Call Filtering Settings n n
Add Call Filtering Criteria Entry
Modify or Delete Call Filtering Criteria Entry n
View, Activate, or Deactivate Call Filtering Criteria Entries
6.24.2.1 Configure Call Filtering Settings
You use the
Filtering
tab on the
User
–
Executive
page for a selected executive to configure call filtering settings for the executive.
Figure 161 Executive – Filtering Tab (Assistant View)
3)
4)
5)
1)
2)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The User
–
Executive
page for the selected executive appears. The Filtering tab is displayed by default.
To enable call filtering, select
On
. To disable it, select
Off
.
Select the filtering mode. For
Call Filtering Mode
, select
Simple
or
Advanced
.
If you selected the simple mode, select the filter type from the following options:
−
All Calls
−
All Internal Calls
−
All External Calls
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6)
If you selected the advanced mode, define call filtering criteria by following the procedures in the following subsections. You can define filtering criteria whether you selected the simple or advanced mode, but they apply only to advanced filtering.
NOTE
: If you select the advanced mode and no filtering criteria are defined or all criteria are inactive, none of the executive's calls are routed to the assistants.
7)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.24.2.2 Add Call Filtering Criteria Entry
Use the
User
–
Executive Filtering Criteria Add
page to add a call filtering criteria entry for the selected executive. This allows you to specify which calls should be routed to the executive’s assistants and to the executive’s screening destinations, and to define call filtering time schedule. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple criteria entries.
Figure 162 Call Control – Executive Filtering Criteria Add ( Assistant View)
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1)
2)
3)
4)
5)
6)
7)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User
–
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The
User
–
Executive
page for the selected executive appears. The Filtering tab is displayed by default.
Click
Add
. The
User
–
Executive Filtering Criteria Add
page appears.
In the
Description
text box, type a name for the entry you are adding (from 1 through
50 characters).
Select
Filter call
to route calls that satisfy the criteria defined in this entry to the executive’s assistants. Or select
Do not filter call
otherwise.
From the
Selected Time Schedule
drop-down list, choose the time schedule during which the criteria in this entry apply.
From the
Selected Holiday Schedule
drop-down list, choose the holiday schedule during which the criteria in this entry apply.
NOTE
: If the required schedule in not on the list, ask the executive to define it.
8)
Specify the incoming calls to which the service applies:
−
To filter/not filter calls from any phone number, select
Any phone number
.
−
To filter/not filter calls from any external phone number, select
Any external phone number.
9)
−
To filter/not filter calls from and internal phone number, select
Any internal phone number.
−
To filter/not filter calls from specific numbers, select
Following phone numbers
and configure one or more of the following options:
−
Select
Any private number
−
Select
Any unavailable number
−
Enter up to twelve phone numbers in the
Specific phone numbers
text boxes.
If a number is not one assigned to the group, type the complete number:
<country code> <national number>. You can add more numbers by creating another.
You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5*, are all valid call entries.
To filter/not filter calls to specific numbers, select the numbers by moving them to the
Selected Call To Numbers
column. When no numbers are selected, this criterion is ignored.
−
In the
Available Call To Numbers
column, select the numbers and click
Add >
.
Or to select all numbers, click
Add All >>
.
−
To remove some numbers from the
Selected Call To Numbers
column, select the numbers and click
Remove <
. Or to remove all numbers, click
Remove All <<
.
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You can select some or all of the items in a column. To select several items in sequential order, click the first item, hold down the SHIFT key on the keyboard, and then click the last item. To select several items, but not in a particular order, click the items while holding down the CTRL key on the keyboard.
10)
To save your changes and display the previous page, click
OK.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.24.2.3 Modify or Delete Call Filtering Criteria Entry
Use the
User
–
Executive Filtering Criteria Modify
page to modify or delete a filtering criteria entry for the selected executive.
Figure 163 Call Control
–
Executive Filtering Criteria Modify (Assistant View)
1)
2)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The
User
–
Executive
page for the selected executive appears. The Filtering tab is displayed by default.
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3)
4)
Click
Edit
on the row of the entry to modify. The
User
–
Executive Filtering Criteria
Modify
page appears.
To remove the entry, click
Delete
. The entry is deleted and the
User
–
Executive
page appears.
WARNING
: This action cannot be undone. Once you click
Delete
, the entry is permanently deleted.
5)
6)
To modify the entry, change the information as required. For information about the options available on this page, see section
6.24.2.2 Add Call Filtering Criteria Entry
.
To save your changes and display the previous page, click
OK
.
To exit without saving, click
Cancel
or select another page.
6.24.2.4 View, Activate, or Deactivate Call Filtering Criteria Entries
Use the
User
–
Executive
page to view call filtering criteria entries and activate and deactivate one or more criteria entries for a selected executive.
NOTE
: If advanced filtering mode is selected for the executive and no filtering criteria are defined or all criteria are inactive, none of the executive’s calls are routed to the assistants.
Figure 164 Executive
–
Filtering Tab (Assistant View)
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The User
–
Executive
page for the selected executive appears. The Filtering tab is displayed by default and the criteria entries are listed at the bottom of the page.
To activate an entry, check the
Active
box in the row of the entry.
To deactivate an entry, uncheck the
Active
box in the row of the entry.
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5)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.24.3 Configure Call Screening for Executive
You use the Screening tab on the
User
–
Executive
page to configure call screening for a selected executive.
Figure 165 Executive – Screening Tab (Assistant View)
3)
4)
5)
1)
2)
6)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The
User
–
Executive
page for the selected executive appears.
Click the
Screening
tab.
To enable call screening, select
On
. To disable it, select
Off
.
Select the type of alert to use to notify the executive of an incoming filtered call on selected locations. For
Alert Type
, select
Silent
or
Ring Splash
.
Select the locations to alert for call screening by checking one or more of the following options:
7)
−
Alert BroadWorks Mobility Location
−
Alert BroadWorks Anywhere Locations
−
Alert Shared Call Appearance Locations
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.24.4 Configure Call Alerting for Executive
You use the Alerting tab on the
User
–
Executive
page for a selected executive to configure alerting settings for the executive, that is, to specify how assistants should be alerted about filtered calls and how unanswered calls should be processed.
Figure 166 Executive – Screening Tab (Assistant View)
1)
2)
3)
4)
5)
On the
User – Call Control
menu page, click
Executive-Assistant
. The
User –
Executive-Assistant
page appears.
Click
Edit
in the row of the executive whose service you want to configure. The
User
–
Executive
page for the selected executive appears.
Click the
Alerting
tab.
Select the alerting mode:
−
To alert the assistants simultaneously, select
Simultaneous
.
−
To alert the assistants sequentially, select
Sequential
. The assistants are alerted in the order specified by the executive.
Specify the calling line ID name to use when alerting assistants of the executive's calls. For
Alerting Calling Line ID Name
, select one of the following options:
−
Executive Name
to use the executive’s name.
−
Executive-Originator Names
to use the executive’s name followed by the name of the caller.
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6)
7)
−
Originator-Executive Names
to use the caller’s name followed by the name of the executive.
−
Originator Name
to use the caller’s name.
−
Custom
and enter the name to use in the
Alerting Custom Calling Line ID Name
text box. Optionally, you can also enter a Unicode name, in the
Unicode Alerting
Custom Calling Line ID Name
text box.
Each can be from 1 through 80 characters and cannot contain percent (%) or plus
(+) symbols, backslashes, double quotes, or extended ASCII characters.
Specify the calling line ID number to use when alerting assistants of the executive's calls. For
Alerting Calling Line ID Number
, select one of the following options:
−
Executive Number
to use the executive’s number
−
Originator Number
to use the caller’s number
−
Custom
and enter the number in the
Alerting Calling Line ID Number
text box.
The number can be up to 23 digits and should be a valid phone number allocated to the group. Spaces, dashes, and parenthesis are allowed but are not included in the number.
Configure the call push recall timer. From the
Call Push Recall After <X> Rings
drop- down list, select the number of rings after a call pushed to the executive by one of their assistants should be recalled to the assistant if the executive does not answer the call.
8)
9)
Specify the number of rings after which to alert the next assistant when using the sequential alerting mode. From the
Advance to Next Assistant After <X> Rings
drop- down list select the number of rings.
Specify the rollover timeout, that is, the time after which to apply the rollover action to unanswered filtered calls. The timeout can be from zero through 7200.
10)
Specify the rollover action. Select one of the following options:
−
Voice Messaging
to forward the call to the executive's voice mail
−
Forward to Phone Number/SIP URI
to forward the call to a specified number and enter the number
The phone number must be from two through 30 digits in length (three through 22 in E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters:
!, ~, *, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example,
−
No Answer Processing
to apply no answer processing, which either triggers a service such as Call Forwarding No Answer if it is enabled for the executive or sends the call to the temporarily unavailable treatment
11)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.25 Flexible Seating Guest
Use this item on the
User
–
Call Control
menu, to configure your Flexible Seating Guest service and to create an association with a host.
6.25.1 Configure Flexible Seating Guest
Use the Profile tab on the
User
–
Flexible Seating Guest
page to configure your Flexible
Seating Guest service.
NOTE
: When the host-guest association is active, you cannot modify any Flexible Seating
Guest settings.
Figure 167 Call Control – Flexible Seating Guest
1)
2)
3)
On the
User – Call Control
menu page, click
Flexible Seating Guest
. The
User –
Flexible Seating Guest
page appears. The Profile tab is displayed by default.
To activate your Flexible Seating Guest service, select
On
. To deactivate it, select
Off
.
In the
Unlock Phone PIN Code
text box, enter the code to use to unlock the host phone. The code must be an integer from 4 through 10 digits.
Configuring the PIN code allows you to lock the host phone. When the host phone is locked, the host-guest association cannot be terminated via the phone until the phone is unlocked using the PIN code.
To save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.25.2 Associate with Host
You use the Host Association tab on the
User
–
Flexible Seating Guest
page to create an association with a host.
Figure 168 Call Control – Flexible Seating Guest (Host Association Tab)
1)
2)
3)
4)
5)
6)
7)
On the
User – Call Control
menu page, click
Flexible Seating Guest
. The
User –
Flexible Seating Guest
page appears.
Click the
Host Association
tab.
Use the search function to search for available hosts.
In the
Available Hosts
column, select a host and click
Add >
.
If the host enforces association time limit, the
Host Association Limit
appears at the top of the page and you have to configure your association limit as well.
To set your own association time limit, select the
Limit Association to
check box and enter a time limit in the
Hours
text box.
If the host enforces association time limit, your own association time limit cannot exceed the host's time limit. Otherwise it can be from one through 999.
If the host does not enforce association time limit, you can set an association that will never expire with that host by un-checking the
Limit Association to
check box, although the
hours
text box must still be populated.
When either your or the host’s association time limit expires, you are automatically disassociated from the host’s device.
To select a different host, click
Remove <
and then repeat steps
4)
and
5)
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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6.25.3 Dissociate from Host
You use the Host Association tab on the
User
–
Flexible Seating Guest
page to terminate the association with a host.
Figure 169 User
–
Flexible Seating Guest (Host Association Tab with Active Association)
2)
3)
4)
1)
On the
User – Call Control
menu page, click
Flexible Seating Guest
. The
User –
Flexible Seating Guest
page appears.
Click the
Host Association
tab.
Click
Remove <
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.26 Group Night Forwarding
Use this menu item to view the status of your Group Night Forwarding service.
Group Night Forwarding forwards your calls to a specified destination when the service is activated.
Figure 170 Call Control – Group Night Forwarding
The following information is displayed on this page.
Item
Group Night
Forwarding
Business Hours
Holiday Schedule
Forward to phone number/SIP-URI
Description
Displays the status of your service, which can be:
On
- activated,
Off
- deactivated, or
Automatic On
– activated within the specified time and / or holiday schedule, displayed below. When you receive a call when the service is active, the call is forwarded to the phone number displayed below.
Specifies the business schedule.
Specifies the holiday schedule.
Displays the phone number/SIP-URI where calls are being forwarded.
6.27 Hoteling Guest
Use this menu item on the
User – Call Control
page to activate or deactivate your phone as a Hoteling Guest.
Hoteling allows users to associate their service profiles with devices other than their own.
This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. Salespersons, with the Hoteling
Guest service assigned, can associate their service profile with the phone in the visitor office.
Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the
Host user’s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user’s device.
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This service allows you to associate with the Hoteling Host for the purpose of making a call. The Hoteling Guest also has an ability to control the association time limit, which when it expires, automatically disassociates the Hoteling Guest from the associated
Hoteling Host. The maximum of the association limit is configured by Hoteling Host.
When disabled, a Hoteling Guest user has an ability to set an association with the Hoteling
Host that never expires.
The
User – Hoteling Guest
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
Figure 171 Call Control – Hoteling Guest
1)
2)
3)
4)
On the
User – Call Control
menu page, click
Hoteling Guest
. The
User – Hoteling
Guest
page appears.
To activate your phone as a
Hoteling Guest
, select
On
. To deactivate it, select
Off
.
To set your association limit, select the
Limit Association to
check box and enter a timeout limit in the
Hours
text box, after which the hotel-guest association ends.
If the host has set the association limit, the
Limit Association to
time must be equal to or less than the
Host Association Limit
of the Hoteling Host. Otherwise, it can be from
1 through 999 hours.
If the
Host Association Limit
is not enforced, you can set an association with a host that will never expire by un-checking the
Limit Association to
check box, although the
hours
text box must still be populated.
When either your or the host’s association time limit expires, you are automatically disassociated from the host’s device.
To select one or more hosts, move their names from the
Available Hosts
column to the
Associated Hosts
column.
−
Search for available hosts using the search function.
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NOTE
: A user who is a both a Hoteling Host and a Hoteling Guest cannot associate their
Hoteling Guest service to themselves as a Host. Therefore, even if you are provisioned with both, Hoteling Guest and Hoteling Host services; when you as a Hoteling Guest, list all available
Hoteling Hosts, your name does not appear in the list of available Hosts.
−
In the
Available Hosts
column, select one or more hosts.
−
Click
Add >
.
NOTE
: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.
5)
The Host Association Limit appears with the timeout limit of each selected host.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.28 Hoteling Host
Use this menu item on the
User – Call Control
page to activate or deactivate your phone device as a Hoteling Host. Hoteling allows users to associate their service profiles with devices other than their own.
This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. A salesperson, with the Hoteling
Guest service assigned, can associate their service profile with the phone in the visitor office.
Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the
Host user’s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user’s device.
NOTE:
A user who is a both a Hoteling Host and a Hoteling Guest cannot associate their
Hoteling Guest service to themselves as a Host. Therefore, even if you are provisioned with both, Hoteling Guest and Hoteling Host services; when you as a Hoteling Guest, list all available
Hoteling Hosts, your name does not appear in the list of available Hosts.
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Figure 172 Call Control – Hoteling Host
1)
2)
3)
On the
User – Call Control
menu page, click
Hoteling Host
. The
User – Hoteling
Host
page appears, showing information on the Hoteling Host services.
To designate your phone as a
Hoteling Host
, check
On
. To deactivate it, check
Off
.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
The
User – Hoteling Host
page displays information on the associated guest, as follows:
Item
Association Limit
Last Name
First Name
Phone Number
Extension
Association Date
Description
The amount of time a Hoteling Guest is allowed to use your device.
If an association limit is enforced, the
Enforce Association Limit
is displayed beside the checkmark, for example, 24 hours. The
Enforce
Association Limit
can be modified only by administrators.
If the association limit is not enforced, the Hoteling Guest is allowed to associate with the Hoteling Host indefinitely.
Last name of the Hoteling Guest using your device.
First name of the Hoteling Guest using your device.
The phone number of the Hoteling Guest using your device.
The extension number of the Hoteling Guest using your device.
The date the Hoteling Guest began using your device.
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6.29 Instant Messaging and Presence
Use this menu item on the
User – Call Control
menu page to provide private instant messaging and presence to soft clients and SIP phones.
The Instant Messaging and Presence service allows other users to view your presence status by adding your BroadWorks ID to their contacts list. They can also send you instant messages by using your BroadWorks ID as the message destination.
Figure 173 Call Control – Instant Messaging and Presence
1)
2)
On the
User – Call Control
menu page, click
Instant Messaging and Presence
. The
User – Instant Messaging and Presence
page appears, showing information on the
Instant Messaging and Presence services.
To display the previous page, click
OK
. The
User – Call Control
page appears.
6.30 Push To Talk
Use this menu item on the
User – Call Control
menu page to: n
Configure Push To Talk Options n
Allow Push To Talk Calls from Selected Users
Push To Talk provides an intercom-like functionality where you can call another party and be instantly connected.
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6.30.1 Configure Push To Talk Options
Use this procedure to configure Push To Talk options.
The
User – Push to Talk
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
Figure 174 Call Control – Push to Talk
1)
2)
On the
User – Call Control
menu page, click
Push to Talk
. The
User – Push to Talk
page appears.
Select your
Auto-Answer
options.
3)
−
Select
On
if you want to automatically answer Push To Talk calls.
−
Select
Off
if you do not want to automatically answer Push To Talk calls.
Select the Outgoing Connection Type.
−
Select
One-Way
to establish a one-way path. If this option is selected, then the originator of the call can talk to the party receiving the call, but the party receiving the call cannot talk to the originator of the call.
−
Select
Two-Way
to establish a two-way path. If this option is selected, then both the originator of the call and the party receiving the call can talk to each other.
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6.30.2 Allow Push To Talk Calls from Selected Users
Use this procedure to select which users Push To Talk calls can be received from.
1)
2)
On the
User – Call Control
menu page, click
Push to Talk
. The
User – Push to Talk
page appears.
Select your
Access List
options.
−
Select Allow calls only from the users selected below to list the users who can use Push To Talk to call you.
−
Select Allow calls from everyone except the users selected below to accept Push
To Talk calls from everyone except the listed users.
3)
4)
To add users to the display, move users from the
Available Users
column to the
Selected Users
column.
−
In the
Available Users
column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.
−
To add the selected users to the display, click
Add >
. To move all users
(unselected) at once, click
Add All >>
.
To remove users from the display, move users from the
Selected Users
column to the
Available Users
column.
−
In the
Selected Users
column, select the users.
−
To remove the selected users from the display, click
Remove <
. To move all users (unselected) at once, click
Remove All <<
.
NOTE:
The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.
5)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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6.31 Physical Location
Use this menu item on the
User – Call Control
menu page to view the Physical Location service configuration.
The Physical Location service allows proper support of emergency calling in countries and regions where the location of a user cannot be derived from the user's phone number. If the Physical Location service is configured for you, you can only make calls from the physical location designated for the calling device.
The administrator is responsible for both specifying the physical location of a device and activating the service.
Figure 175 Call Control – Physical Location
6.32 Remote Office
Use this menu item on the
User – Call Control
menu page to activate or deactivate
Remote Office. The Remote Office service allows you to use an off-site phone, for example your home office phone or cell phone, as your business phone. When active, you can access your CommPilot Call Manager functionality from another phone.
All services available from your office phone are available through Remote Office. In particular, if you subscribe to a name delivery service at home, External Calling Line ID must be enabled for your caller’s name and number to display with Remote Office.
Figure 176 Call Control – Remote Office
1)
On the
User – Call Control
menu page, click
Remote Office
. The
User – Remote
Office
page appears.
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NOTE
: You can access this page by clicking RO on your
CommPilot Call Manager
page. When the button to the left of the RO link on the CommPilot Call Manager is selected, this service is on. When it is not selected, it is off.
2)
3)
4)
To activate
Remote Office
, select
On
. To deactivate it, select
Off.
Type the number or SIP URI of the remote device in the
Remote Phone Number
text box.
The phone number must be from 2 through 30 digits in length (3 through 22 in E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters: !, ~,
*, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, [email protected].
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE
: If you have both Simultaneous Ringing and the Remote Office features active for the same phone number, an incoming call results in two calls. One of these calls is to the phone number. The other call is to the numbers listed in the Simultaneous Ringing service or the members of the Simultaneous Ringing Group.
6.33 Shared Call Appearance
Use this menu item on the
User – Call Control
menu page to view alternate locations assigned to you and to configure Shared Call Appearance settings.
You can have a maximum of 35 appearances assigned to you. Shared Call Appearances
(SCAs) are assigned by your administrator.
The Shared Call Appearance service allows you to receive call at your alternate locations.
Alternate locations are alerted along with the primary location when an incoming call is received. Any one of these locations can answer the incoming call. The location that answers the call becomes the active location.
The alternate locations can also be used to originate calls. The location originating the call becomes the active location.
Once one location is active, the other locations cannot be used until the active location is released.
The
Users – Shared Call Appearance
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks Getting Started Web Interface Administration Guide
.
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6.33.1 View Alternate Locations and Set SCA Preferences
Figure 177 Call Control – Shared Call Appearance
1)
2)
3)
4)
5)
6)
7)
On the
User – Call Control
menu page, click
Shared Call Appearance
. The
User –
Shared Call Appearance
page appears.
Check
Alert all appearances for Click-to-Dial calls
to enable alerts for Click To Dial calls. When this is enabled, all of your locations (primary and SCA) are alerted for
Click To Dial calls when no location is active or if you have Multiple Call Arrangement
(MCA) assigned and enabled. If you do not have MCA enabled, or it is disabled, and one of your locations is active, only that active location is alerted.
Check
Alert all appearances for Group Paging calls
to enable alerts for group paging calls. When this is enabled, all of your locations (primary and SCA) are alerted for group paging calls when no location is active or if you have Multiple Call Arrangement
(MCA) assigned and enabled. If you do not have MCA assigned, or if it is disabled, and one of your locations is active, only that active location is alerted.
Check
Allow Call Retrieve from another location
to be able to dial an FAC to retrieve an existing active call from another location.
For
Multiple Call Arrangement
, select
On
or
Off
. Multiple Call Arrangement provides the ability for multiple calls to be handled concurrently on your different Shared Call
Appearance locations.
Check
Allow bridging between locations
to allow bridging. This allows one or more person to pick up the device at shared call appearance locations and barge in on an active call.
Check
Enable Call Park Notification
to allow notifications about parked calls. When this option is enabled, all your locations are notified when a call is parked at your extension.
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8)
9)
To configure a warning tone to alert you that a third party is now on the line, turn on one of the
Bridge Warning
Tone options:
Barge-in only
, or
Barge-in and repeat every
30 seconds
.
Display alternate locations:
−
To search for specific alternate locations, enter your search criteria and click
Find
.
−
To display all alternate locations assigned to you, click
Find All
.
The
User – Shared Call Appearance
page list displays the following information for each alternate location.
Item
Identity/Device Profile Type
Description
Type of device of the alternate location.
Identity/Device Profile Name Name of the device assigned to the alternate location.
Line/Port Line or port assigned to the alternate location.
10)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without changing, click
Cancel
or select another page.
6.33.2 Enable or Disable Shared Call Appearance Location and View Settings
Use this page to enable or disable a given Shared Call Appearance (SCA) location.
Figure 178 Call Control – Shared Call Appearance Modify
1)
2)
3)
On the
User – Call Control
menu page, click
Shared Call Appearance
. The
User –
Shared Call Appearance
page appears.
In the row of the alternate location you want to access, click
Edit
.
To enable or disable this location, check or uncheck
Enable this location
.
When a terminal is dissociated from a user, it becomes transparent to BroadWorks and is not presented with incoming calls.
This page displays the following information about the alternate location.
Item
Identity/Device Profile Name
Description
Name of the device assigned to the alternate location.
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Item
Line/Port
Port Number
Description
Line assigned to the alternate location.
Port number of the device port assigned to the location.
This applies only to devices that support static port ordering.
Specifies whether you can make calls from this location. Allow Origination from this location
Allow Termination to this location Specifies whether you can receive calls from this location.
4)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the
User – Call Control
menu.
To exit without changing, click
Cancel
or select another page.
6.34 Video Add-On
Use the Video Add-On service to configure a video-capable device to work with your audio device when making calls to a person who has video capability.
NOTE
: You do not need this service if your audio device includes video capability.
If you do activate this feature, to receive video, you must have a video device, configured by your administrator, which is turned on and reachable by the system. If the video device cannot connect in the time allotted, the call comes through with the audio portion only.
NOTE
: When you make a call with the Video Add-On service activated, it takes longer to start the call because the video is being set up.
If you set your calls to go to a remote office and the Video Add-On service is active, only the audio portion of the call goes to the remote location. With the Video Add-On service disabled on your local device, both audio and video parts of the call go to the remote location.
6.34.1 Configure Video Add-On and View Settings
Use this procedure to turn the Video Add-On service on and off and to set the maximum length of time before the call drops the search for the video add-on device.
The Identity/Device Profile area displays the following details.
Item
Identity/Device Profile Name
Line/Port
Port Number
Contact
Description
Name of the device assigned to the alternate location.
Line assigned to the alternate location.
Port number of the device port assigned to the location. This applies only to devices that support static port ordering.
Contact address. Only available for identity/device profile types that allow static registrations.
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Figure 179 Call Control – Video Add-On
1)
2)
3)
4)
On the
User − Call Control
menu page, click
Video Add-On
. The
User − Video Add-
On
page appears.
To activate
Video Add-On
, select
On
. To deactivate it, select
Off
.
From the
Maximum Originating Call Delay
drop-down list, select “2”, “5”, or “10” seconds.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
6.35 Zone Calling Restrictions
Use this menu item on the
User – Call Control
menu page to view your Zone Calling
Restrictions configuration. Your administrator assigns your “home zone”, which corresponds to your actual location and determines which services are prevented from linking (forwarding, transferring, or bridging) a PSTN party with a BroadWorks party from another zone. Users in an enterprise can always call each other freely regardless of zones.
Figure 180 Call Control – Zone Calling Restrictions
1)
2)
On the
User – Call Control
menu page, click
Zone Calling Restrictions
. The
User –
Zone Calling Restrictions
page appears.
To display the previous page, click
OK
. The
User – Call Control
page appears.
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7 Calling Plans
Use the
User – Calling Plans
menu page to view the details of your calling plans, such as the type of numbers you can call, and the type of numbers you can receive calls from. n
Basic menu
This menu displays menu items that all users can use: n
−
Incoming Calling Plan
Advanced services
This menu displays the menu items that users can use only if such functions have been assigned to them:
−
Outgoing Calling Plan
−
Outgoing Digit Plan
−
Outgoing Pinhole Digit Plan
7.1 Access Calling Plans Menu
To access the
User – Calling Plans
menu page, click
Calling Plans
in the Options list.
Figure 181 User – Calling Plans
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7.2 Incoming Calling Plan
Use this menu item on the
User – Incoming Calls
page to view the types of calls you are allowed to receive.
Figure 182 Calling Plans – Incoming Calling Plan
1)
On the
User – Calling Plans
menu page, click
Incoming Calling Plan
. The
User –
Incoming Calling Plan
page appears.
The
User – Incoming Calling Plan
page lists call types and specifies whether you are allowed to receive calls of that type as follows:
−
“Y” in the
Permitted
column means that you can receive calls of that type.
−
“P” in the
Permitted
column means that you can receive calls of that type only if they are transferred to you by a member of your group.
2)
−
“N” in the
Permitted
column means that you cannot receive calls of that type.
To display the previous page, click
OK.
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7.3 Outgoing Calling Plan
Use this menu item on the
User – Calling Plans
menu page to: n
Display Calls You Can Place n n
Display Calls You Can Forward and Transfer
Display Permission for Your Calls to Be Forwarded or Transferred n
Display Calls You Can Make Using Call Me Now Service
Following is an explanation of each call type listed on this page.
Item
Group
Local
Toll Free
Toll
International
Operator Assisted
Chargeable Directory
Assistance
Special Services I
Special Services II
Premium Services I
Premium Services II
Casual
URL Dialing
Unknown
Description
Calls to the business group. (Your group or system administrator designates your business group.)
Calls within the local calling area and local toll calls, which may or may not have charges associated with them.
Free calls to numbers beginning with 1, usually followed by 800, 877, or
888.
Chargeable calls within the same geographic region.
Chargeable calls to other countries.
Calls made with the assistance of an operator.
Chargeable calls made to Directory Assistance such as 411 or the area code followed by 555-1212.
Calls to 700 numbers. These calls may or may not be chargeable.
(Reserved for System Administrator's discretion.)
Chargeable calls to numbers beginning with 900.
Chargeable calls to numbers beginning with 976.
101XXXX chargeable calls, for example, 1010321 followed by the number you are calling.
Calls made to an e-mail address that is outside of the business group.
Calls to unknown call types.
7.3.1 Display Calls You Can Place
Use
Originating Calls
tab to view the types of calls you are permitted to make.
The information displayed on the
Originating Calls
tab depends on the Outgoing Calling
Plan service assigned to your group.
Figure 183
shows and example of the
Outgoing
Calling Plan
–
Originating Calls
tab for a user with the Enhanced Outgoing Calling Plan service assigned to their group, and
Figure 184
shows an example of the
Outgoing Calling
Plan
–
Originating Calls
tab for a user with the Outgoing Calling Plan assigned to their group.
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Figure 183 Calling Plans – (Enhanced) Outgoing Calling Plan (Originating Calls)
Figure 184 Calling Plans – Outgoing Calling Plan (Originating Calls)
1)
On the
User – Calling Plans
menu page, click
Outgoing Calling Plan
. The
User -
Outgoing Calling Plan
page appears. The
Originating
tab is displayed by default.
If your group has been assigned the Outgoing Calling Plan, a checkmark in the
Permitted
column indicates that the call type is permitted.
If your group has been assigned the Enhanced Outgoing Calling Plan:
−
“Y” in the
Permitted
column indicates that you can dial this type of call.
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2)
−
“N” in the Permitted column indicates that you cannot dial this type of call.
−
"A" in the
Permitted
column indicates that an authorization code is required to make this type of call.
−
"T1”, “T2”, or “T3" in the
Permitted
column indicates that the call is transferred to one of three alternate numbers, defined on the
Transfer Numbers
page.
You are permitted to make emergency calls to numbers such as 911, if those services are available in your area.
To display the previous page, click
OK
. The
User – Calling Plans
menu page appears.
7.3.2 Display Calls You Can Forward and Transfer
Use this procedure to display the types of calls you are permitted to forward (or forward and transfer).
NOTE
: Depending on the way your system is configured, you can see either the
Initiating Call
Forwards
tab or the
Initiating Call Forwards/Transfers
tab.
Figure 185 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards/Transfers)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Calling Plan
. The
User –
Outgoing Calling Plan
page appears.
Click the
Initiating Call Forwards
tab or the
Initiating Call Forwards/Transfers
tab.
The
Initiating Call Forwards
or
Initiating Call Forwards/Transfers
tab appears.
A check mark in the
Permitted
column indicates that you can forward (or forward and transfer) this type of call. If no checkmark appears, you cannot.
To display the previous page, click
OK
.
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7.3.3 Display Permission for Your Calls to Be Forwarded or Transferred
Use this procedure to display the permission assigned to you for your calls to be forwarded or transferred outside of your group.
Figure 186 Calling Plans – Outgoing Calling Plan (Being Forwarded/Transferred)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Calling Plan
. The
User –
Outgoing Calling Plan
page appears.
Click the
Being Forwarded/Transferred
tab.
A check mark in the
Permitted
column indicates that your calls can be forwarded or transferred outside of your group.
To display the previous page, click
OK
. The
User – Calling Plans
menu page appears.
7.3.4 Display Calls You Can Make Using Call Me Now Service
Use the
Call Me Now
tab on the
Outgoing Calling Plan
page to view the call types you are permitted to make using the Call Me Now service.
NOTE:
The Call Me Now tab appears only if you have been assigned the Call Me Now service.
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Figure 187 Calling Plans – Outgoing Calling Plan (Call Me Now Tab)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Calling Plan
. The
User –
Outgoing Calling Plan
page appears.
Click the
Call Me Now
tab.
The
Call Me Now
tab displays the types of calls you are permitted to make using your
Call Me Now service. A check mark in the
Permitted
column indicates that this type of call is allowed. If no check mark appears, you are not allowed this type of call.
To display the previous page, click
OK
.
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7.4 Outgoing Digit Plan
Use this menu item on the
User – Calling Plans
menu page to: n
Display Calls You Can Place n n
Display Calls You Can Forward or Transfer
Display Calls You Can Make Using Call Me Now Service
The Outgoing Digit Plan service displays the special call types you are permitted to make, forward, transfer, and establish using the Call Me Now service.
7.4.1 Display Calls You Can Place
Use the
Originating Calls
tab on the
Outgoing Digit Plan
page to display the call types you are permitted to make. The call types on this screen are defined and assigned by your administrator.
Depending on the type of the Outgoing Calling Plan service assigned to your group the information on this tab differs as illustrated in
Figure 188
and
Figure 189
.
Figure 188 Calling Plans – (Enhanced) Outgoing Digit Plan (Originating Calls)
Figure 189 Calling Plans – Outgoing Digit Plan (Originating Calls)
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1)
2)
On the
User – Calling Plans
menu page, click
Outgoing Digit Plan
. The
User –
Outgoing Digit Plan
page appears. The
Originating Calls
tab is displayed by default showing the types of calls you are permitted to make.
If your group has the Outgoing Calling Plan service assigned, a checkmark in the
Permitted column indicates that you can make this type of call. Otherwise you cannot.
If your group has the Enhanced Outgoing Calling Plan service assigned:
−
“Y” in the
Permitted
column indicates that you can make this type of call.
−
“N” indicates you cannot.
−
If an “A” appears in the
Permitted
column, an authorization code is required to make this type of call.
−
If a “T1”, “T2”, or “T3” appears, the call is transferred to one of three alternate numbers, defined on your
Transfer Numbers
page.
To display the previous page, click
OK
.
7.4.2 Display Calls You Can Forward or Transfer
Use this procedure to display the call types you are permitted to forward or transfer. The call types on this screen are defined and assigned by your administrator.
Figure 190 Calling Plans – Outgoing Digit Plan (Initiating Call Forwards/Transfers)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Digit Plan
. The
User –
Outgoing Digit Plan
page appears.
Click the Initiating
Call Forwards/Transfers
tab.
The
Initiating Call Forwards/Transfers
tab displays the types of calls you are permitted to forward or transfer. A check mark in the
Permitted
column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot.
To display the previous page, click
OK
.
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7.4.3 Display Calls You Can Make Using Call Me Now Service
Use the
Call Me Now
tab on the
Outgoing Digit Plan
page to display the call types you are permitted to make using the Call Me Now service. The call types on this screen are defined and assigned by your administrator.
Figure 191 Calling Plans – Outgoing Digit Plan (Call Me Now)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Digit Plan
. The
User –
Outgoing Digit Plan
page appears.
Click the
Call Me Now
tab.
The
Call Me Now
tab displays the types of calls you are permitted to make using the
Call Me Now service. A check mark in the
Permitted
column indicates that that the call type is allowed. If no check mark appears, the call type is now allowed.
To display the previous page, click
OK
.
7.5 Outgoing Pinhole Digit Plan
The Outgoing Pinhole Digit Plan (OPDP) is used to override some of the restrictions imposed by your Outgoing Calling Plan (OCP) and Outgoing Digit Plan (ODP) by authorizing calls to specific destinations.
Use this menu item on the
User – Calling Plans
menu page to: n
Display Pinholes in Your Outgoing Plans for Originating Calls n
Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls n
Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls
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7.5.1 Display Pinholes in Your Outgoing Plans for Originating Calls
Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and
Outgoing Digit Plan (ODP), that is, the call types you are permitted to make in addition to calls allowed by your OCP and ODP. The call types are defined and assigned by your administrator.
Figure 192 Calling Plans – Outgoing Pinhole Digit Plan (Originating Calls)
1)
On the
User – Calling Plans
menu page, click
Outgoing Pinhole Digit Plan
. The
User – Outgoing Pinhole Digit Plan
page appears. The
Originating Calls
tab is displayed by default.
The
Originating Calls
tab lists calls types and for each listed call type, the
Pinhole
column specifies whether the call type is allowed for outgoing calls as follows:
−
“I” in the
Pinhole
column means that this entry is ignored by the Outgoing Pinhole
Digit Plan (OPDP). Other OPDP entries may still apply.
2)
−
“Y” means that you are allowed to originate calls to the destinations defined by this call type.
−
“A” means that you need to supply an authorization code when originating calls to the destinations defined by this call type.
−
"TX" (where X = 1, 2, or 3) means that you are transferred to the specified transfer number, defined on your
Transfer Numbers
page.
To display the previous page, click
OK
.
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7.5.2 Display Pinholes in Your Outgoing Plans for Forwarding/Transferring Calls
Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and
Outgoing Digit Plan (ODP) for forwarding and transferring calls;; that is, the call types you are permitted to forward or transfer in addition to calls allowed by your OCP and ODP.
The call types are defined and assigned by your administrator.
Figure 193 Calling Plans – Outgoing Pinhole Digit Plan (Initiating Call Forwards/Transfers)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Pinhole Digit Plan
. The
User – Outgoing Pinhole Digit Plan
page appears.
Click the
Initiating Call Forwards/Transfers
tab.
The tab displays calls types;; and for each call type listed on this tab, the
Pinhole
column specifies whether the call type is allowed as follows:
−
“I” in the Pinhole column indicates that his call type is ignored by OPDP.
−
“Y” indicates that you are allowed to forward and transfer calls to the destinations defined by this call type.
To display the previous page, click
OK
.
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7.5.3 Display Pinhole in Your Outgoing Calling Plans for Call Me Now Calls
Use this procedure to display the pinholes in your Outgoing Calling Plan (OCP) and
Outgoing Digit Plan (ODP) for the Call Me Now service;; that is, the call types you are permitted to make using your Call Me Now service in addition to calls allowed by your
OCP and ODP. The call types are defined and assigned by your administrator.
Figure 194 Calling Plans
–
Outgoing Pinhole Digit Plan (Call Me Now)
1)
2)
3)
On the
User – Calling Plans
menu page, click
Outgoing Pinhole Digit Plan
. The
User – Outgoing Pinhole Digit Plan
page appears.
Click the
Call Me Now
tab.
The tab displays calls types;; and for each call type listed on this tab, the
Pinhole
column specifies whether the call type is allowed as follows:
−
“I” in the Pinhole column indicates that his call type is ignored by OPDP.
−
“Y” indicates that you are allowed to establish calls using the Call Me Now service to the destinations defined by this call type.
To display the previous page, click
OK
.
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8 Client Applications
The
Client Applications
menu page allows you to manage your client application settings.
In addition, the following client applications: Call Manager/Attendant Console, Call Center, and Receptionist, if assigned, can be launched using the
Launch
box displayed on every page.
Figure 195 User – Client Applications
The
User – Client Applications
menu page contains these menu items: n
Basic Menu
This menu displays menu items that all users can use: n
−
Attendant Console
−
Busy Lamp Field
−
CommPilot Call Manager
−
Client Call Control
−
Outlook Integration
−
BroadWorks Connector for Lotus Sametime
Advanced Menu
This menu displays the menu items that users can use only if such functions have been assigned to them:
−
BroadTouch Business Communicator Client Licenses
−
BroadWorks Agent
−
BroadWorks Supervisor
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−
BroadWorks Receptionist–Enterprise
−
BroadWorks Receptionist–Small Business
−
BroadWorks Receptionist–Office
−
BroadWorks Assistant–Enterprise
−
BroadWorks Communicator
−
eyePMedia Audio Video
−
Office Communicator Tab
−
Polycom Web Browser
−
Client Licenses
−
BroadTouch Mobile Link
−
Bria for BroadWorks
−
Polycom Phone Services
−
UC-Connect
8.1 Access Client Applications Menu
To access the
User – Client Applications
menu page, click
Client Applications
in the
Options list.
8.2 Attendant Console
The Attendant Console allows you to use the console to view call activity (on a call, not on a call, or do not disturb) for selected members in your group. In addition, if permitted by your administrator, you can view the details of member calls, such as the number of calls, the name and number of the callers, and how long the call has been active. To personalize the console, you can modify which columns are shown.
8.2.1 Customize Attendant Console
Use this menu item on the
User – Client Applications
menu page to customize the columns displayed on the Attendant Console.
The
User
– Attendant Console
page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
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Figure 196 Client Applications – Attendant Console
1)
2)
3)
On the
User – Client Applications
menu page, click
Attendant Console
. The
User –
Attendant Console
page appears.
If you have been assigned both the Attendant Console and CommPilot Call Manager, to have both launch automatically upon login, check
Launch Attendant Console with
CommPilot Call Manager on Login.
If you have been assigned the Attendant Console only, to have it launch automatically upon login, check
Launch Attendant Console on Login.
Check
View Call Details
if you want to see details of calls on the Attendant Console.
NOTE:
This check box can be hidden if you do not have the permission to view call details.
4)
To select users to be monitored, move users from the
Available Users
column to the
Monitored Users
column.
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5)
6)
−
In the
Available Users
column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.
−
To add the selected users to the display, click
Add >
. To move all users
(unselected) at once, click
Add All >>
.
To remove users from the display, move users from the
Monitored Users
column to the
Available Users
column.
−
In the
Monitored Users
column, select the users.
−
To remove the selected users from the display, click
Remove <
. To move all users (unselected) at once, click
Remove All <<
.
To add columns to the display, move columns from
Available Columns
to
Displayed
Columns
.
−
In the
Available Columns
, select the columns. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.
−
To add the selected columns to the display, click
Add >
. To move all columns
(unselected) at once, click
Add All >>
.
The following table lists the columns that can be displayed on the Attendant Console.
Column Titles
Action
Department
E-mail
Extension
Mobile
Name
Description
Populates the Call Manager dialog box with the phone number.
Department of the user.
User’s e-mail address.
Telephone extension of the user.
User’s mobile telephone number.
Name of the user.
Number
Pager
Status
Telephone number of the user.
User’s pager number.
A red icon appears if you are on a call or has a red line through it indicating Do Not Disturb (DND) is enabled.
Title User’s title, name, and department. This is a sortable field.
7)
8)
To remove the selected columns from the display, click
Remove <
. To move all columns (unselected) at once, click
Remove All <<
.
−
In the
Displayed Columns
, select the columns.
−
To remove columns from the display, move columns from the
Displayed Columns
to the
Available Columns
.
Position the columns in the desired order within the display, by selecting their names in the Displayed Columns column and clicking
Move Up
and
Move Down
until you move them to the desired position. The Attendant Console displays the columns in the order you choose, as illustrated in
Figure 196
and
Figure 197
.
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9)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
Figure 197 Attendant Console Display
8.3 BroadWorks Connector for Lotus Sametime
This service has no configuration. Use this menu item to verify that the BroadWorks
Connector for Lotus Sametime service has been assigned to you.
The BroadWorks Connector for Lotus Sametime service allows you manage BroadWorks services such as Do Not Disturb and Call Forwarding, view your call logs, and make calls to contacts in the IBM Lotus Sametime Connect client using BroadWorks.
This service replaces Client License 15, used prior to Release 18.0.
Figure 198 Client Applications – BroadWorks Connector for Lotus Notes Sometime
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Connector for
Lotus Sametime
. The
User – BroadWorks Connector for Lotus Sametime
page appears.
To display the previous page, click
OK
.
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8.4 Busy Lamp Field
The Busy Lamp Field feature allows SIP Attendant Console phones to manage the lamp and console displays for monitored users. You can select members in your group or enterprise to be monitored using a SIP Attendant Console phone.
Use the
Busy Lamp Field
page to add or remove users to be monitored.
Figure 199 Client Applications – Busy Lamp Field
1)
2)
To receive notifications about calls parked against monitored users, check the
Enable
Call Park Notification
box. When this option is checked, you are notified when calls are parked against monitored users and when parked calls are retrieved or released.
To select users to monitor, move users from the
Available Users
column to the
Monitored Users
column.
−
To look for specific available users, enter your search criteria and click
Search
.
Or to display all available users, click
Search
.
3)
−
In the
Available Users
column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.
−
To select the selected users, click
Add >
. To select all users (unselected) at once, click
Add All >>
.
To de-select, move users from the
Monitored Users
column to the
Available Users
column.
−
In the
Monitored Users
column, select the users.
−
To de-select the selected users, click
Remove <
. To de-select all users
(unselected) at once, click
Remove <<
.
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NOTE
: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove << buttons always move items from a column on the right to a column on the left.
4)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
8.5 CommPilot Call Manager
Use this menu item on the
User – Client Applications
menu page to display information on
CommPilot Call Manager.
The CommPilot Call Manager service allows you to initiate, manipulate, and receive calls through a web-based interface.
Figure 200 Client Applications – CommPilot Call Manager
1)
2)
3)
On the
User – Client Applications
menu page, click
CommPilot Call Manager
. The
User – CommPilot Call Manager
page appears, showing information on the
CommPilot Call Manager services.
If you have been assigned both the CommPilot Call Manager and Attendant Console services, to have both launch automatically upon login, check
Launch CommPilot Call
Manager with Attendant Console on Login.
If you have been assigned the CommPilot Call Manager only, to have it launch automatically upon login, check
Launch CommPilot Call Manager on Login.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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8.6 Client Call Control
Use this menu item on the
User – Client Applications
menu page to view your account for third-party call control applications.
The Client Call Control service allows you to use applications such as the Client
Application Protocol (CAP) interface through an external call client application. This service must be assigned to you by your group administrator. You cannot configure this service.
Figure 201 Client Applications – Client Call Control
1)
2)
On the
User – Client Applications
menu page, click
Client Call Control
. The
User –
Client Call Control
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.7 Lync CTI
This service has no configuration. Use this menu item on the
User
–
Client Applications
menu page to verify that the Lync CTI service has been assigned to you.
The Lync CTI service allows you to use Click To Dial functionality and to receive presence updates to and from Lync.
Figure 202 Client Applications
–
Lync CTI
1)
2)
On the
User – Client Applications
menu page, click
Lync CTI
. The
User – Lync CTI
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
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8.8 Lync Softphone
This service has no configuration. Use this menu item on the
User
–
Client Applications
menu page to verify that the Lync Softphone service has been assigned to you.
The Lync Softphone service allows you to use Click To Dial functionality of Lync, receive presence updates, and initiate desktop soft-phone calls from Lync.
Figure 203 Client Applications – Lync Softphone
1)
2)
On the
User – Client Applications
menu page, click
Lync Softphone
. The
User –
Lync Softphone
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.9 Outlook Integration
Use this menu item on the
User – Client Applications
menu page to activate or deactivate
Outlook integration. The Outlook Integration service allows you to access your Outlook contacts from CommPilot Call Manager.
Figure 204 Client Applications – Outlook Integration
1)
On the
User – Client Applications
menu page, click
Outlook Integration
. The
User –
Outlook Integration
page appears.
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NOTE:
When the CommPilot Call Manager page is opened, an alert box appears asking if a
BroadSoft component can be downloaded, which enables Outlook Integration. Click
OK
to allow download and installation. (This can take a few minutes.) The CommPilot window appears upon completion.
You may be instructed to reboot your PC for the changes to take effect. If you click
NO
, you do not have an Outlook list to view. Clicking
NO
can cause scripting errors. Until you download the necessary components, the alert box appears each time CommPilot is opened.
2)
3)
4)
To activate Outlook Integration, select
On
. To deactivate it, select
Off
.
Specify the location from which your contacts are retrieved. Select either
Retrieve
Contacts From Default Contact Folder Only
, or
Retrieve All Contacts
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
8.10 BroadTouch Business Communicator Client Licenses
Depending on the services assigned to you, you may see one or more BroadTouch
Business Communicator menu items on the
User
–
Client Applications
menu page, for example, BroadTouch Business Communicator Desktop. Those services have no configuration.
Use this menu item on the
User – Client Applications
menu page to verify that the corresponding BroadTouch Business Communicator service has been assigned to you.
Figure 205 Client Applications
–
BroadTouch Business Communicator Desktop
For example, to access the
User – BroadTouch Business Communicator Desktop
page:
1)
2)
On the
User – Client Applications
menu page, click
BroadTouch Business
Communicator Desktop
. The
User – BroadTouch Business Communicator Desktop
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.11 BroadWorks Agent
The BroadWorks Agent is a Call Center agent soft client that enables users to perform typical call center agent activities, call control, basic reporting, and service configuration.
For information on using BroadWorks Call Center, see the
BroadWorks Hosted Thin Call
Center Agent/Supervisor User Guide
.
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Figure 206 Client Applications – BroadWorks Agent
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Agent
. The
User –
BroadWorks Agent
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.12 BroadWorks Supervisor
The BroadWorks Supervisor is a Call Center supervisor soft client that enables users to perform advanced call features of a call center such as: n n
Real-time queue monitoring capabilities
Enhanced reporting n n
Supervisor barge-in service
BroadWorks Call Center service integration
For information on configuring BroadWorks Call Center, see the
BroadWorks Hosted Thin
Call Center Agent/Supervisor Administration Guide
. For information on using BroadWorks
Call Center, see the
BroadWorks Hosted Thin Call Center Agent/Supervisor User Guide
.
Figure 207 Client Applications – BroadWorks Supervisor
1)
2)
On the
User –
Client Applications menu page, click
BroadWorks Supervisor
. The
User – BroadWorks Supervisor
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.13 BroadWorks Receptionist–Enterprise
BroadWorks Receptionist–Enterprise is an advanced client application designed for an operator providing advanced call control, contact directories, and phone status.
For information on using BroadWorks Receptionist–Enterprise, see the
BroadWorks
Hosted Thin Receptionist User Guide
.
Use the
User – BroadWorks Receptionist–Enterprise
page to select users to monitor.
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NOTE
: The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the
Monitored Users
column.
Figure 208 Client Applications – BroadWorks Receptionist–Enterprise
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Receptionist–
Enterprise
. The
User – BroadWorks Receptionist–Enterprise
page appears.
To select users to monitor, move users from the
Available Users
column to the
Monitored Users
column.
NOTE:
The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.
3)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
8.14 BroadWorks Receptionist–Small Business
BroadWorks Receptionist–Small Business is a desktop application for receptionists and executive assistants providing call control, contact directories, and phone status for a maximum of 30 contacts.
For information on using BroadWorks Receptionist–Small Business, see the
BroadWorks
Hosted Thin Receptionist User Guide
.
Use the
User – BroadWorks Receptionist–Small Business
page to select users to monitor.
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NOTE
: The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the
Monitored Users
column.
Figure 209 Client Applications – BroadWorks Receptionist–Small Business
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Receptionist–
Small Business
. The
User – BroadWorks Receptionist–Small Business
page appears.
To select users to monitor, move users from the
Available Users
column to the
Monitored Users
column.
NOTE
: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.
3)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
8.15 BroadWorks Receptionist–Office
BroadWorks Receptionist–Office is a desktop application for receptionists and executive assistants providing call control, contact directories, and phone status for a maximum of eight contacts.
For information on using BroadWorks Receptionist–Office, see the
BroadWorks Hosted
Thin Receptionist User Guide
.
Use the
User – BroadWorks Receptionist–Office
page to select users to monitor.
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NOTE:
The default monitoring style in Receptionist is dynamic monitoring; however if you wish to constantly monitor the status of a particular set of users (static monitoring), make sure that the contacts you wish to monitor are in the
Monitored Users
column.
Figure 210 Client Applications – BroadWorks Receptionist–Office
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Receptionist–
Office
. The
User – BroadWorks Receptionist–Office
page appears.
To select users to monitor, move users from the
Available Users
column to the
Monitored Users
column.
NOTE:
The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.
3)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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8.16 BroadWorks Assistant–Enterprise
The BroadWorks Assistant–Enterprise is an integrated toolbar that enables you to make and accept telephone calls, and change telephone settings, from within Internet Explorer and Outlook. For example, you can automatically initiate calls by clicking on phone numbers from within Outlook or Internet Explorer. You can also configure basic call control services, such as Selective Call Forwarding, Do Not Disturb, Voice Mail to E-mail,
Simultaneous Ringing, and so on.
For information on using BroadWorks Assistant–Enterprise, see your
BroadWorks
Assistant–Enterprise User Guide
.
Figure 211 Client Applications – BroadSoft Assistant–Enterprise
1)
2)
On the
User – Client Applications
menu page, click
BroadSoft Assistant
–
Enterprise
. The
BroadSoft Assistant
–
Enterprise
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.17 BroadWorks Communicator
Depending on the services assigned to you, you may see one or more BroadWorks
Communicator menu items on the
User – Client Applications
menu page, for example,
BroadWorks Communicator Multimedia. Those services have no configuration.
Use this menu item on the
User – Client Applications
menu page to verify that the corresponding Communicator service has been assigned to you.
BroadWorks Communicator is an audio-only soft client. BroadWorks Communicator
Multimedia is a video add-on service. This service enables video for the BroadWorks
Communicator service.
BroadWorks Communicator G.729 enables the G.729 audio codec for all voice calls on
BroadWorks Communicator.
Figure 212 Client Applications – BroadWorks Communicator
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For example, to access the BroadWorks Communicator:
1)
2)
On the
User – Client Applications
menu page, click
BroadWorks Communicator
.
The
User – BroadWorks Communicator
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.18 eyePMedia Audio Video Client
Use this menu item on the
User – Client Applications
menu page to verify that the eyePMedia Audio Video Client feature has been assigned to you.
Figure 213 Client Applications – eyePMedia Audio Video Client
1)
2)
On the
User – Client Applications
menu page, click
eyePMedia Audio Video Client
.
The
User – eyePMedia Audio Video Client
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.19 Office Communicator Tab
Use this menu item on the
User – Client Applications
menu page to verify that the Office
Communicator Tab service has been assigned to you.
Figure 214 Client Applications
–
Office Communicator Tab
1)
2)
On the
User – Client Applications
menu page, click
Office Communicator Tab
. The
User – Office Communicator Tab
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
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8.20 Polycom Web Browser
Use this menu item on the
User – Client Applications
menu page to verify that the
Polycom Web Browser service has been assigned to you.
Figure 215 Client Applications – Polycom Web Browser
1)
2)
On the
User – Client Applications
menu page, click
Polycom Web Browser
. The
User – Polycom Web Browser
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.21 Client Licenses
Use this menu item on the
User – Client Applications
menu page to verify that a licensable third-party service has been assigned to you.
Figure 216 Client Applications – Client License
NOTE:
If there are no Client License items on the menu, none have been assigned to you.
1)
2)
On the
User – Client Applications
menu page, click
Client License <n>
, where <n> denotes the client license number. The
User – Client License <n> page
appears.
The message “This service has no configuration” indicates the third-party service has been assigned to you, and requires no configuration at the user level.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.22 BroadTouch Mobile Link
Use this menu item on the
User – Client Applications
menu page to verify that the
BroadTouch Mobile Link service license has been assigned to you.
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Figure 217 Client Applications – BroadTouch Mobile Link
1)
2)
On the
User – Client Applications
menu page, click
BroadTouch Mobile Link
. The
User – BroadTouch Mobile Link
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.23 Bria for BroadWorks
Use this menu item on the
User – Client Applications
menu page to verify that the Bria for
BroadWorks feature has been assigned to you.
Figure 218 Client Applications – Bria for BroadWorks
1)
2)
On the
User – Client Applications
menu page, click
Bria for BroadWorks
. The
User
– Bria for BroadWorks
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
8.24 Polycom Phone Services
Use this menu item on the
User – Client Applications
menu page to configure how
Polycom Phone Services should integrate with your BroadWorks services.
Figure 219 Client Applications – Polycom Phone Services List
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1)
2)
On the
User – Client Applications
menu page, click
Polycom Phone Services
. The
User – Polycom Phone Services
page appears displaying the Polycom
Identity/Device profile assigned to you.
Click the profile. The
Polycom Phone Services
page displays your Polycom Phone
Service settings.
Figure 220 Client Applications – Polycom Phone Services Set
1)
2)
Check
On
to integrate your Polycom Phone Directory with BroadWorks, or check
Off
otherwise.
Select one or more of the following options:
3)
−
Include the Personal Phone List in the Polycom Phone Directory
−
Include the following Group Custom Contact Directory in the Polycom Phone
Directory and select the Custom Contact directory from the drop-down list
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
Or to cancel your changes and return to the previous page, click
Cancel
.
8.25 UC-Connect
Use this menu item to verify that the UC-Connect service has been assigned to you.
Figure 221 Client Applications – UC-Connect
1)
2)
On the
User – Client Applications
menu page, click
UC-Connect
. The
User – UC-
Connect
page appears.
To display the previous page, click
OK
. The
User – Client Applications
page appears.
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9 Meet-Me Conferencing
Use the
User – Meet-Me Conferencing
menu page to create and manage Meet-Me conferences, and to listen to conference recordings. You have access to this menu page only if you have been authorized.
To create conferences you have to be assigned to a conference bridge.
A conference host is a person who created the conference.
A conference delegate is a person to whom the conference host has delegated a conference.
You can be a host for one conference and a delegate for another conference.
Both the host and the delegate can modify and moderate the conference, but the delegate cannot delete or delegate the conference.
Figure 222 User – Meet-Me Conferencing
The
User – Conferencing
menu page contains these menu items: n
Basic menu n
−
Conferences
−
Recordings
Advanced menu
−
Bridges
9.1 Access Meet-Me Conferencing Menu
To access the
User – Meet-Me Conferencing
menu page, click
Meet-Me
Conferencing
in the Options list.
9.2 Conferences
Use this menu item on the
User – Meet-Me Conferencing
menu page to: n
List Conferences n n
Delete Conference (Host)
Add Conference n n n n
Modify Conference
Assign Conference Delegates (Host)
Define Conference Greeting
Launch Moderator Client
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9.2.1 List Conferences
You use the
User – Meet-Me Conferences
page to list the Meet-Me conferences for which you are the host or a delegate. On this page you can also search for a particular conference.
Figure 223 Meet-Me Conferencing – Meet-Me Conferences
Information about a conference includes: n
Status
−
Active
–
The conference has occurrences in the future.
−
Completed
–
All occurrences of the conference have run. A completed conference can be edited and rescheduled for a future date. Completed conferences are deleted from the system after a certain time. n n
−
Inactive
–
Any conference, whether active or completed, is shown as inactive if the bridge on which the conference is created is inactive.
Type
−
Reservationless
– Not scheduled for any particular time, can be started any time when active.
−
One-time
– The conference happens once, on the scheduled date and time, and is not repeated.
−
Recurring (Daily, Weekly, Monthly, or Yearly)
– This is a scheduled conference that happens regularly at specified intervals. It can be ongoing or can have an end-date.
Start Time
1)
−
For a one-time conference, the start time denotes the start date and time of the conference.
−
For an active recurring conference, the start time denotes the next occurrence of the conference.
−
For a competed recurring conference, the start time denotes the last occurrence of the conference.
−
For a reservationless conference, the field is empty.
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears. The page lists all the conferences for which you are the host or a delegate.
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2)
3)
4)
To search for a conference, enter your search criteria and click
Find
. To go back to the complete list, click
Find All
.
To access the details of a conference, click the
Edit
link on the row for the conference.
To exit the page click
Cancel
.
9.2.2 Add Conference
To create a conference you have to be assigned a conference bridge.
You can create the following types of conferences: n n
Reservationless – The conference is not scheduled for any particular time, can be started any time.
One-time – The conference happens once, on the scheduled date and time, and is not repeated. n
Recurring (Daily, Weekly, Monthly, or Yearly) – This is a scheduled conference that happens regularly at specified intervals. It can be ongoing or have an end-date.
You use the
User
–
Meet-Me Conference Add
page to schedule a new conference.
Figure 224 Meet-Me Conferencing – Meet-Me Conference Add (Reservationless)
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Figure 225 Meet-Me Conferencing – Meet-Me Conference Add (Recurring)
1)
2)
3)
4)
5)
6)
7)
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
Click
Add
. The
User – Meet-Me Conference Add
page appears.
From the
Bridge Name
drop-down list, select the bridge to use for this conference.
A conference bridge can be used more than once. The number of ports on the bridge determines how many users can participate at the same time in conferences scheduled on the same bridge.
In the
Title
box, enter the name for the conference (from 1 through 80 characters).
In the
Account Code
box, enter the account code to use for the conference (from 1 through 50 characters).
The account code can be any string of digits and does not need to match an account code provisioned for the group. It will be included in the Call Detail Records (CDRs) for the call.
In the
Estimated number of participants
text box, enter the number of participants the conference may have.
You can enter a number from 1 through 294 but not higher than the maximum number of ports available on the bridge on which this conference is hosted.
You can put restrictions on the conference by checking one or more of the following options:
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8)
−
Mute all attendees on entry
−
End conference when host departs
−
Moderator required to start conference
−
Enable security pin
−
Allow Unique Identifier
Specify how to notify the conference attendees when other attendees join or leave the conference. For
When attendees join/leave
, select one of the following options:
−
Play tone
−
Play recorded name
−
No notification
NOTE:
For conferences with more than 147 attendees; attendees are muted on entry, and the entry/exit tones and name announcements are disabled.
9)
Specify the type of conference you want to create. Select
One Time
,
Recurring
, or
Reservationless
.
10)
Specify the conference time.
NOTE:
The conference cannot be scheduled to last longer that the maximum conference duration configured for the bridge.
For a reservationless conference
Figure 226 Meet-Me Conference Add – Scheduling Details (Reservationless Conference)
−
Specify the start date of the conference. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the end date of the conference. For
End Date
, select
Never
or
Date
, if
Never
is an option. If you selected
Date
or if a date is the only option, enter the date in month/day/year format or select the date from the pop-up calendar.
For a one-time conference
Figure 227 Meet-Me Conference Add – Scheduling Details (One-Time Conference)
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−
Specify the date of the conference. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the time of day the conference is scheduled to run. In the
Start Time
box, type the time (HH:MM, 1 <= HH <= 12, 00 <= MM <= 50) and select “AM” or “PM” from the drop-down list.
−
Specify the
Duration
of the conference by selecting the number of hours and minutes from the drop-down lists.
For a recurring conference
Figure 228 Meet-Me Conference Add
–
Scheduling Details (Recurring Daily Conference)
Figure 229 Meet-Me Conference Add – Scheduling Details (Recurring Weekly Conference)
Figure 230 Meet-Me Conference Add – Scheduling Details (Recurring Monthly Conference)
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Figure 231 Meet-Me Conference Add – Scheduling Details (Recurring Yearly Conference)
−
Specify the start date of the conference. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the time of day the conference is scheduled to run. In the Start Time box, type the time in Hour:Minute format and select “AM” or “PM” from the drop-down list.
−
Specify the
Duration
of the conference by selecting the number of hours and minutes from the drop-down lists.
−
Enter the recurrence pattern. From the
Recurs
drop-down list, select the type of recurrence from the following options:
−
Daily
and specify the frequency of occurrence in days.
−
Weekly
and specify the frequency of occurrence in weeks, and the day or days of the week on which the conference should run.
−
Monthly
and specify the frequency of occurrence in months and the day for the recurrence of the conference. For the day of recurrence, select one of the following options:
−
To schedule the conference on a specific day of the month, for example the 27th, check
Day <X> of the month
and enter the day.
−
To schedule the conference on a specific day of the week within the month, for example the Second Monday of the month, check
The <Xth>
<Day-of-Week> of the month
, and select Xth and Day-of-Week from the drop-down lists.
−
Yearly and specify the frequency of occurrence in years, for example every two (2) years, and the day for the recurrence from the following options:
−
To schedule the conference on a specific day of the year, check
Day
<X> of <Month>
and select the day and the month.
−
To schedule the conference on a specific day of the week and month, for example the first Sunday of January, check
The <Xth> <Day-of-Week> of <Month>
and select Xth, Day-of-Week, and Month from the drop-down lists.
−
Specify when the conference should end. In the
Recurrence Range
section, select one of the following options for
End
:
−
Never
to run the conference continuously (if this option is available)
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−
After <X> occurrences
to end the conference after specified number of occurrences
−
Date
to end the conference on a specific date and select the date from the calendar.
11)
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
9.2.3 Modify Conference
You use the
User – Meet-Me Conference Modify
page to modify or delete a conference.
You can modify any conference that is accessible from the
User
–
Meet-Me Conferences
page.
If you are a delegate, the Delete button and the
Delegate
tab are disabled.
Figure 232 Meet-Me Conferencing – Meet-Me Conference Modify (Host View)
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Figure 233 Meet-Me Conferencing – Meet-Me Conference Modify (Delegate View)
1)
1)
2)
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
Click
Edit
on the row of the conference to edit. The
User – Meet-Me Conference
Modify
page appears.
To delete the conference, click
Delete
. The conference is deleted and the
User
–
Meet-Me Conferences
page appears.
WARNING
: This action is final and cannot be undone.
3)
4)
To modify the conference details, edit information as required. For information about the options available on this page, see section
9.2.2 Add Conference
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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9.2.4 Delete Conference ( Host )
You can only delete conferences that you created.
1)
2)
On the
User – Meet-
Me
Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
To delete a conference, check the
Delete
box on the row for the conference.
3)
Click Apply or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
9.2.5 Assign Conference Delegates ( Host )
You can delegate conferences to other users on the same conference bridge.
Use the
User
–
Meet-Me Conference Delegates Modify
page to assign conference delegates.
Figure 234 Meet-Me Conferencing – Meet-Me Conference Delegates Modify
1)
2)
3)
4)
5)
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
Click
Edit
on the row for the conference to edit. The
User – Meet-Me Conference
Modify
page appears.
Click the
Delegates
tab. The
User – Meet-Me Conference Delegates Modify
page appears.
To display available users, click
Search
. Or display specific users, enter your search criteria and click
Search
. The results of your search appear in the
Available Users
column.
In the
Available Users
column, select the users to assign to the conference as delegates and click
Add >
. Or to assign all users in the
Available Users
column, click
Add All >>
. The selected users appear in the
Conference Delegates
column.
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6)
7)
To remove some users from the list of delegates, select the users to remove in the
Conference Delegates
column and click
Remove <
. Or to remove all users, click
Remove All <<
.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
9.2.6 Define Conference Greeting
Use the
User
–
Meet-Me Conference Custom Greeting Modify
page to define a greeting to be played to participants when they join the conference.
Figure 235 Meet-Me Conferencing – Meet-Me Conference Custom Greeting Modify (Host View)
Figure 236 Meet-Me Conferencing – Meet-Me Conference Custom Greeting Modify (Delegate View)
1)
2)
3)
4)
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
Click
Edit
on the row for the conference to edit. The
User – Meet-Me Conference
Modify
page appears.
Click the
Custom
Greetings
tab. The
User
–
Meet-Me Conference Custom Greeting
Modify
page appears.
Configure the entrance greeting:
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−
To play no greeting, select
No Greeting
.
−
To play a custom greeting, select
Custom Greeting
and select a file with your greeting from the drop-down list. The file can be either in .WAV or .WMA format.
NOTE
: The greeting can also be uploaded using the voice portal.
5)
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
9.2.7 Launch Moderator Client
Use the
User
–
Meet-Me Conference Modify
page to launch the Conferencing Moderator client application used to manage conferences.
The following read-only information is provided: n
Conference Access
–
This section specifies the phone number and the conference
ID to be used by the conference participants. If a security PIN is enabled for the conference, it is also listed. n
This section also contains the Call Me Now link, which allows conference participants to request to be called into the conference.
Moderator Access
– This section specifies the phone number and the PIN to be used by the conference moderators. If a security PIN is enabled for the conference, it is also listed.
Figure 237 Meet-Me Conference Modify (Conference Access Information)
1)
2)
3)
4)
On the
User – Meet-Me Conferencing
menu page, click
Conferences
. The
User –
Meet-Me Conferences
page appears.
Click
Edit
on the row for the conference to edit. The
User – Meet-Me Conference
Modify
page appears.
To launch the Conferencing Moderator client, click
Launch Moderator Client
.
Click
OK
to return to exit the page.
9.3 Recordings
Use this menu item on the
User – Meet-Me Conferencing
menu page to: n
List or Delete Recordings n
Download Recordings
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9.3.1 List or Delete Recordings
You use the
User
–
Meet-Me Conference Recordings
page to view, and deleted conference recordings.
Figure 238 Meet-Me Conferencing – Meet-Me Conference Recordings
1)
2)
3)
On the
User – Meet-Me Conferencing
menu page, click
Recordings
. The
User –
Meet-Me Conference Recordings
page appears.
To delete a recording, check the
Delete
box on the row of the recording.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
9.3.2 Download Recordings
You use the
User – Meet-Me Conference Recordings
page to download conference recordings.
Figure 239 Meet-Me Conferencing – Meet-Me Conference Recordings
1)
2)
3)
On the
User – Meet-Me Conferencing
menu page, click
Recordings
. The
User –
Meet-Me Conference Recordings
page appears.
Click the
Download
link in the row of the recording and follow the instructions of your browser.
Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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9.4 Bridges
Use this menu item on the
User – Meet-Me Conferencing
menu page to view conference bridges.
9.4.1 View Conference Bridges
You use the
User
–
Meet-Me Conference Bridges
page to view conference bridges available to you. Active bridges are indicated by a check mark in the
Active
column.
Figure 240 Meet-Me Conferencing – Meet-Me Conference Bridges
1)
2)
On the
User – Meet-Me Conferencing
menu page, click
Bridges
. The
User – Meet-
Me Conference Bridges
page appears.
To return to the previous page, click
OK
.
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10 Messaging
Use the
User –Messaging
menu page to configure voice mail parameters, such as distribution lists or greetings.
Figure 241 User – Messaging n n
Basic menu
This menu displays menu items that all users can use:
−
Aliases
−
Collaborate
–
Sharing
−
Distribution Lists
−
Greetings
−
Integrated IM&P
−
Short Message Service
−
Voice Management
−
Voice Portal
−
Third-Party IM&P
Advanced services
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This menu displays the menu items that users can use only if such functions have been assigned to them:
−
Fax Messaging
−
MWI Delivery to Mobile Endpoint
−
Third-Party MWI Control
−
Third-Party Voice Mail Support
−
Voice Portal Calling
10.1 Access Messaging Menu
To access the
User – Messaging
menu page, click
Messaging
in the Options list.
10.2 Aliases
Use this menu item on the
User – Messaging
menu page to: n
View or Delete Your Aliases n
Add Alias
The Aliases service allows you to access your voice mailbox from other phones as if you were at your primary phone.
NOTE:
To receive calls from other phones, you need to program your phone to forward and/or call forward no answer to the voice portal DN, or the number that you call to retrieve your messages.
10.2.1 View or Delete Your Aliases
Use this procedure to view or delete the other phone numbers from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone).
Figure 242 Messaging – Aliases
1)
2)
3)
On the
User – Messaging
menu page, click
Aliases
. The
User – Aliases
page appears, showing your aliases.
To delete an entry, check the
Delete
box next to the entry.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
WARNING
: This action cannot be undone. Once you click
Apply
or
OK
, the entry is permanently deleted.
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4)
To exit without saving, select another page or click
Cancel
to display the previous page.
10.2.2 Add Alias
Use this procedure to add a phone number from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone).
Figure 243 Aliases – Aliases Add
1)
2)
3)
4)
5)
On the
User – Messaging
menu page, click
Aliases
. The
User – Aliases
page appears, showing your aliases.
Click
Add
. The
User – Aliases Add
page appears.
Type the alias phone number in the *
Phone
Number
text box. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, or spaces are allowed but not included in the phone number.
To save your changes and display the previous page, click
OK
.
To exit without saving, select another page or click
Cancel
to display the previous page.
In the
User – Aliases
page, save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
10.3 Collaborate
–
Sharing
Use this menu item on the
User – Messaging
menu page to see whether the Collaborate
-‐
Sharing service has been assigned to you. The service allows you to use the sharing functionality of your BroadTouch Business Communicator.
Figure 244 Messaging – Collaborate – Sharing
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1)
2)
On the
User – Messaging
menu page, click
Collaborate – Sharing
. The
User –
Collaborate – Sharing
page appears.
To exit the page, click
OK
.
10.4 Distribution Lists
Use this menu item on the
User – Messaging
menu page to: n n
Create Distribution List
Add or Delete Distribution List
The Distribution Lists capability allows you to create and maintain lists of phone numbers or SIP-URI addresses for distributing voice mail messages.
10.4.1 Create Distribution List
Use this procedure to create a list of phone numbers or SIP-URI addresses for distributing voice mail messages. You can create up to 15 different lists.
Figure 245 Messaging – Distribution Lists
2)
3)
4)
1)
On the
User – Messaging
menu page, click
Distribution Lists
. The
User –
Distribution Lists
page appears.
Click the tab for the list that you want to create.
In the
Description
text box, enter a description of this list for your own reference.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE:
You can modify this list at any time. Remember to save your changes.
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10.4.2 Add or Delete Distribution List Entry
Use this procedure to add a phone number or SIP-URI address to a distribution list, or to delete one from it.
Figure 246 Distribution Lists – Distribution Lists Add/Delete
4)
5)
6)
1)
2)
3)
On the
User – Messaging
menu page, click
Distribution Lists
. The
User –
Distribution Lists
page appears.
Click the tab for the list that you want to add to or delete from.
To add an entry, type a phone number or SIP-URI address in the
Phone Number/SIP-
URI
text box.
The phone number must be from 2 through 30 digits in length (3 through 22 in E.164 format, that is +<country code><national number>).
The SIP-URI must be from 3 through 161 characters in the user@domain format.
The user part can contain a leading +, letters, digits and the following characters: !, ~,
*, (, ), dash, underscore, period, or single quotes and the domain part can be either a domain name or an IP address, for example, [email protected].
Click
Add
. The entry is added to the list.
Or, to delete and entry, check the
Delete
box beside the phone number to be deleted.
Click
Delete
. The entry is deleted.
WARNING
: This action cannot be undone. Once you click
Delete
, the entry is permanently deleted.
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10.5 Greetings
Use this menu item on the
User – Messaging
menu page to configure your greetings.
The
User – Greetings
page allows you to configure the messages your callers hear or see when your phone is busy or you do not answer.
On this page, you can also disable message deposit in your voice mail.
NOTE:
You can upload video files to be used as your personal greetings. However, if the calling party is not able to see video, then only the audio portion is heard.
10.5.1 Configure Greetings
Use the
User
–
Greetings
page to configure the greeting messages your callers hear or see when your phone is busy or you do not answer.
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Figure 247 Messaging – Greetings
1)
2)
On the
User – Messaging
menu page, click
Greetings
. The
User – Greetings
page appears.
To prevent callers from leaving you messages, check
Disable Message Deposit
and select one of the following options:
−
To disconnect calls after the greeting message, check
Disconnect call after greeting
.
−
To forward calls to another number, check
Forward call after greeting to:
and enter the phone number in the text box. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is,
+<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number.
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3)
Set your Busy Greeting:
−
If you want callers to hear or see the standard system greeting when your phone line is busy, select
System greeting
.
−
If you want callers to hear a personalized message, select
Personal greeting
and select a file from the
Audio
drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the
Video
drop-down list.
NOTE
: BroadWorks accepts.WAV and .WMA audio file formats and .MOV and .3GP video file formats. The maximum allowed length of a voice messaging greeting is two minutes.
4)
Set your No Answer Greeting:
−
From the
Number of rings before greeting
drop-down list, select the number of rings before the greeting is played. Note that other services, such as Call
Forwarding No Answer, share this setting, and if it is changed in one service, this change affects all other services using this value.
−
Select
Extended Away
to play your Extended Away greeting to callers when you do not answer the call or select
No Answer Greeting
to play your No Answer greeting. The
Extended Away
option allows you to play a different message to callers when you are away for an extended period of time.
−
If you selected
Extended Away
:
−
Check
Disable Message Deposit
to prevent users from leaving you voice mail while you are away.
−
Select an audio file that contains the greeting to play to callers while you are away from the
Audio
drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your greeting from the
Video
drop-down list.
−
If you selected
No Answer Greeting
:
−
If you want callers to hear or see the standard system greeting, when there is no answer select
System greeting.
−
If you want callers to hear a personalized message when there is no answer, select
Unavailable Greeting
and select the name of an audio file that contains your personalized greeting from the
Audio
drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the
Video
drop- down list.
−
If you want callers to hear or see an alternate greeting message when there is no answer, select the button next to one of the alternate greetings, enter the name for the greeting (from 1 through 80 characters), and select the name of an audio file that contains your greeting from the
Audio
drop-down list. If your voice messaging service has video support enabled, you can also select the name of a video file that contains your personalized greeting from the
Video
drop-down list.
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NOTE
: You can provide up to three alternate No Answer recordings. However, only one No
Answer recording can be active at any time, that is, the Extended Away, System Greeting,
Unavailable Greeting, or one of the alternate greetings.
5)
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
NOTE
: You can modify your greetings at any time. Remember to save your changes.
10.6 Integrated IM&P
Use this menu item on the
User – Messaging
menu page to see whether your Integrated
IM&P service is enabled. The service is enabled or disabled by your administrator.
You can see your Integrated IM&P service credentials on your
Profile
page. For information, see section
3.2 Profile
.
Figure 248 Messaging – Integrated IM&P
1)
2)
On the
User – Messaging
menu page, click
Integrated IM&P
. The
User – Integrated
IM&P
page appears.
To exit the page, click
OK
.
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10.7 Short Message Service
Use this menu item on the
User – Messaging
menu page to verify that the Short Message
Service has been assigned to you. If you have not been assigned the service, the menu item does not appear.
Figure 249 Messaging – Short Message Service
1)
2)
On the
User – Messaging
menu page, click
Short Message Service
. The
User –
Short Message Service
page appears.
To exit the page, click
OK
.
10.8 Third-Party IM&P
Use this menu item on the
User – Messaging
menu page to see whether the Third-Party
IM&P service has been assigned to you. If you have not been assigned the service, the menu item does not appear.
You set your Third-Party IM&P credentials on your
Profile
page. For information, see section
3.2 Profile
.
Figure 250 Messaging – Third-Party IM&P
1)
2)
On the
User – Messaging
menu page, click
Third-Party IM&P
. The User
–
Third-
Party IM&P
page appears.
To exit the page, click
OK
.
10.9 Voice Management
Use this menu item on the
User – Messaging
menu page to: n
Activate and Set Up Voice Messaging n
Configure Advanced Settings for Voice Management
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The Voice Management service allows you to configure the handling of your voice messages.
10.9.1 Activate and Set Up Voice Messaging
Use this procedure to specify how you want your voice messages handled.
Figure 251 Messaging – Voice Management
2)
3)
4)
1)
On the User – Messaging menu page, click
Voice Management
. The
User –
Management
page appears.
For Voice Messaging, select
On
.
Indicate if you want
all
calls,
busy
calls, or
unanswered
calls sent to voice mail.
Indicate whether you want your calls to be sent to voice mail when you are outside of your primary zone.
NOTE:
You must have the Location-based Calling Restrictions service assigned for this to be effective.
5)
6)
7)
To retrieve voice messages using the phone and e-mail, select
Use unified messaging
.
If you have selected unified messaging and you want to hear a stuttered dial tone
(and on some phones see a blinking light) to inform you when you have messages waiting, check
Use Phone Message Waiting Indicator
.
If you always listen to your voice messages using your e-mail client and do not use the phone retrieval option, click
Forward it to this e-mail address
and type the e-mail address where you want your voice messages to be sent.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {,}, |, ~, `, ., ?, ^, or single quotes.
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8)
9)
If you want to receive a short e-mail message informing you about incoming calls, check
Notify me by e-mail of the new voice message at this address
and type the e-mail address where you want these notifications to be sent.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {,}, |, ~, `, ., ?, ^, or single quotes.
If you want a carbon copy of your messages to be sent to another e-mail address, check
E-mail a carbon copy of the voice message to
and type the e-mail address where you want the copy to be sent.
The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ symbol, letters, digits, and the following characters: #, $, %, &, *, +, -, /, =, _, {,}, |, ~, `,,?, ^, or single quotes.
10)
If you want callers to be able to press 0 during your voice message and be transferred to another number, such as a mobile phone or Auto Attendant, check
Transfer on “0” to Phone Number
and type the phone number to transfer the calls. A phone number used for outgoing calls must be from two through 30 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number.
11)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
10.9.2 Configure Advanced Settings for Voice Management
Use this procedure to configure advanced voice management settings. You can perform this procedure only if you have access to the
(Advanced Settings [Also saves current screen data])
hyperlink. See your group administrator for access to this hyperlink or help in configuring advanced settings.
NOTE
: The
Full Mailbox Limit
read-only field, which specifies the maximum allowed size of your voice mailbox, applies if your mailbox is stored on the group’s mail server. If you use a personal mail server, no limit is imposed by BroadWorks.
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Figure 252 Messaging – Voice Management Advanced Settings
1)
2)
3)
4)
5)
6)
On the
User – Messaging
menu page, click
Voice Management
. The
User –
Management
page appears.
Click the
(Advanced Settings [Also saves current screen data])
link. The
User –
Management Advanced Settings
screen appears.
If you want to use a personal server for your messages, go to step 8 of this procedure.
Otherwise, click
the Group’s Mail Server
.
Type your e-mail address. The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {,}, |, ~, `, ., ?, ^, or single quotes.
Type your user ID for the group mail server. The ID can be from 1 through 80 characters.
Type your password for the group mail server. The password can be from 1 through
40 characters.
7)
8)
Go to step 15 of this procedure.
If you want to use a personal server for your messages, click
a Personal Mail Server
.
9)
Type the IP address or the fully qualified name of the mail server hosting the e-mail account for your voice messages. It can be from 1 through 80 characters.
10)
From the drop-down list, select the protocol that must be used to connect to the account, either “POP3” or “IMAP”.
11)
Select
Delete all messages marked for deletion when using IMAP
to permanently delete all messages marked for deletion.
12)
Type your e-mail address. The e-mail address must be from 3 through 80 characters in the format of user@domain
.
It can contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &, *, +, -, /, =, _, {,}, |, ~, `, ., ?, ^, or single quotes.
13)
Type your user ID for the personal mail server. The ID can be from 1 through 80 characters.
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14)
Type your password for the personal mail server. The password can be from 1 through 40 characters.
15)
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
10.10 Voice Portal
Use this menu item on the
User – Messaging
menu page to upload a recorded personalized name.
The Personalized Name service allows you to configure a recording of your name for Auto
Attendant and Messaging.
10.10.1 Select Personalized Name
Use this procedure to upload a recording of your name for Auto Attendant and Messaging.
Figure 253 Messaging – Voice Portal
1)
2)
On the
User – Messaging
menu page, click
Voice Portal
. The
User – Voice Portal
page appears.
Check the box to indicate that the personalized name recording should be used with
Auto Attendant and Voice Messaging. Callers hear the user name recording when using the name-dialing feature and when transferring to the user’s extension.
NOTE
: Depending on the way your group administrator has configured the group voice portal, this check box may not be editable. For example, if the personalized name recording usage has been assigned to your group by the group administrator, a checkmark appears in the interface, but it is not editable.
3)
Select the name of the audio file of your name from the drop-down list.
NOTE:
BroadWorks accepts .WAV and .WMA audio file formats. The maximum allowed length for your voice portal personalized name is 10 seconds.
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4)
5)
Check the
Auto-login to Voice Portal when calling from my home
text box to enable the auto-login option. When this is enabled, the system recognizes the calling user, and the password collection phase is skipped.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
10.11 Fax Messaging
Fax Messaging allows you to receive faxes over a dedicated phone number. Faxes received are immediately stored in your voice messaging mailbox, and are accessible for review and printing via the voice portal. Voice Management services and Call Notification services apply to fax messages.
Using the voice portal, you retrieve fax messages in the same manner that you retrieve voice messages. You can review new and existing fax messages, skip, repeat, save and erase fax messages, and play fax envelope information. In addition, faxes can be printed.
To print a fax from the voice portal, you supply a fax machine number, when prompted, identify where the fax is sent for printing. The call to the fax machine for printing is subject to your usual call restrictions.
If Call Notification is turned on for you, an e-mail is sent to the address specified each time a fax is received indicating the receipt of the fax message, the calling number, and the time and day it was received. After printing from the voice portal, an e-mail is also sent, indicating the success or failure of the print job. For information on setting up Call
Notification, see section
4.11 Call Notify
.
Depending on your Voice Management settings, you can also receive fax messages through your e-mail application. In this case, faxes appear as TIFF attachments to e-mail.
You can view these using a suitable third-party application such as Microsoft Windows
Picture and Fax Viewer. From there, faxes can be sent to a printer. For more information on setting up to receive voice and fax messages as e-mail, see section
10.9 Voice
Management
.
Your administrator is responsible for assigning you a fax number and initially enabling fax messaging.
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10.11.1 Turn Fax Messaging On and Off
Use the Fax Messaging menu item on the
Messaging – Incoming Calls
page to turn Fax
Messaging on or off. The activation status of the assigned phone number is displayed to the right of the phone number. The activation status is either “Activated” or “Not
Activated”. The status is not shown if the phone number is set to “None”. Once your number is activated, your phone (device) can be used for fax messaging.
Figure 254 Messaging – Fax Messaging
1)
2)
3)
On the
User – Messaging
menu page, click
Fax Messaging
. The
User – Fax
Messaging
page appears.
To enable Fax Messaging, check
On
. To disable it, check
Off
.
When Fax Messaging is on, you can receive faxes at the number or any of the aliases assigned to you for this purpose.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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10.12 MWI Delivery to Mobile Endpoint
The MWI Delivery to Mobile Endpoint service allows you to deliver a notification to your mobile phone whenever a new voice mail, fax, or video message is received. When this service is enabled and your mobile phone has the short messaging service (SMS) or message waiting indicator (MWI) capability, the information about new voice mail, fax, or video message is sent to your mobile phone.
10.12.1 Turn MWI Delivery to Mobile Endpoint On and Off
Use this menu item on the
Messaging – Incoming Calls
page to turn MWI Delivery to
Mobile Endpoint on or off.
Figure 255 Messaging – MWI Delivery to Mobile Endpoint
1)
2)
3)
4)
On the
User – Messaging
menu page, click
MWI Delivery to Mobile Endpoint
. The
User – MWI Delivery to Mobile Endpoint
page appears.
To enable MWI Delivery to Mobile Endpoint, check
On
. To disable it, check
Off
.
In the
Mobile Phone Number
text box, enter the mobile phone number. A phone number used for incoming calls must be from one through 20 digits (three to 22 digits in E.164 format, that is, +<country code><national number>. Dashes, parentheses, and spaces are allowed but are not included in the phone number.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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10.13 Third-Party MWI Control
Use this menu item on the
User – Messaging
menu page to use third-party MWI control.
The Third Party MWI Control service allows you to receive a message waiting indicator
(MWI) to alert you of messages waiting on a third-party voice mail system. When you redirect incoming calls encountering a busy or no answer condition to a third-party voice mail system, this service gives you an MWI when messages are deposited on this mail system. The MWI can be a stuttered dial tone or, on some phones, a light on your phone.
The MWI is deactivated when you retrieve your messages.
10.13.1 Use Third-Party MWI Control
Use this procedure to receive a message from other network elements to allow your
Message Waiting Indicator (MWI) to work on your phone.
Figure 256 Messaging – Third-Party MWI Control
1)
2)
On the
User – Messaging
menu page, click
Third-Party MWI Control
. The
User –
Third-Party MWI Control
page appears, showing information about the Third-Party
MWI Control service.
To display the previous page, click
OK
. The
User – Messaging
menu page appears.
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10.14 Third-Party Voice Mail Support
Use this menu item on the
User – Messaging
menu page to configure a third-party voice mail system.
Third-Party Voice Mail Support allows you to use an external voice mail system to handle your voice messages.
10.14.1 Configure Third-Party Voice Mail System
Use this procedure to configure a third-party voice mail system to handle your voice messages.
Figure 257 Messaging – Third-Party Voice Mail Support
1)
2)
3)
4)
5)
6)
On the
User – Messaging
menu page, click
Third-Party Voice Mail Support
. The
User – Third-Party Voice Mail Support
page appears.
To activate third-party voice mail support, check
On
. Check
Off
to deactivate this service.
If you activated this service and want to send all your calls to the third-party voice mail system, check the
Send All Calls to Voice Mail
box.
If you activated this service and want to send your busy calls to the third-party voice mail system, check the
Send Busy Calls to Voice Mail
box.
If you activated this service and want to send your unanswered calls to the third-party voice mail system, check the
Send Unanswered Calls to Voice Mail
box.
If you activated this service and want to send your calls to the third-party voice mail system when you are outside of your primary zone, check the
Send Calls while out of
Primary Zone to Voice Mail
box.
NOTE:
You must have the Location-based Calling Restrictions service assigned for this to be effective.
7)
8)
From the
Number of rings before greeting
drop-down list, select the number of rings before the voice mail greeting is played.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
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To exit without saving, select another page or click
Cancel
to display the previous page.
10.15 Voice Portal Calling
Use this menu item on the
Messaging – Incoming Calls
page to turn Voice Portal Calling on or off. The Voice Portal Calling service allows you to make a call from a phone as if you were calling from your desk phone. To access the Make Call option from the Voice
Portal Calling menu, turn Voice Portal Calling on.
10.15.1 Turn Voice Portal Calling On or Off
Use this procedure to enable or disable Voice Portal Calling.
Figure 258 Messaging – Voice Portal Calling
1)
2)
3)
On the
User – Messaging
menu page, click
Voice Portal Calling
. The
User – Voice
Portal Calling
page appears.
To enable
Voice Portal Calling
, check
On
. To disable it, check
Off
. When Voice
Portal Calling is on, you can make calls from the Voice Portal menu from the Make
Call option.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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11 Service Scripts
Use the
User – Service Scripts
menu page to configure and load Call Processing
Language (CPL) scripts and view the CPL logs.
Call Processing Language scripts are custom-written scripts for specialized call control.
For example, a law firm may want to customize Call Notify to trigger an e-mail notification to the billing department for every incoming call. This could be accomplished using a CPL script. BroadSoft, certified third-party developers, certified group administrators, or service providers develop CPL scripts.
Figure 259 User – Service Scripts
The
User
–
Service Scripts
–
Basic
menu displays the items that all users can use including: n n
Configuration
Load n
Logs
11.1 Access Service Scripts Menu
To access the
User –
Service Scripts
menu page, click
Service Scripts
in the Options list.
11.2 Configuration
Use this menu item on the
User – Service Scripts
menu page to enable or disable a CPL script that has already been loaded.
NOTE:
A Service Script you enable at the user level takes precedence over one enabled at the group level.
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11.2.1 Enable or Disable CPL Scripts
Use this procedure to enable or disable a CPL script for specialized call control.
Figure 260 Service Scripts – Configuration
1)
2)
3)
On the
User – Service Scripts
menu page, click
Configuration
. The
User –
Configuration
page appears. When a script is selected, the path of the script file displays and the script content appears in the
Script Source
box. To select a script, follow the procedure in section
11.3.1 Load CPL Script
.
Click “Enabled”
or “Disabled
”.
“Enabled”
indicates the feature is on.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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11.3 Load
Use this menu item on the
User – Service Scripts
menu page to load a CPL script.
The Load function allows you to load a CPL script for use in specialized call control.
11.3.1 Load CPL Script
Use this procedure to load a CPL script.
Figure 261 Service Scripts – Load
1)
2)
3)
On the
User – Service Scripts
menu page, click
Load
. The
User – Load
page appears.
If the script is in a file on your local computer, type the path and file name in the
File
text box or click the
Browse
button to locate the file. If the file is located on a web server, type the address in the
URL
text box. The address should be in the format
[http(s)://]<IP address or domain name><CPL script path on the server>.
Click
Apply
to start loading. To exit without loading, click
Cancel
or select another page.
4)
−
“Saved” indicates the file loaded and parsed correctly. If the file does not parse, an error message is displayed indicating the line number and error type.
To display the previous page, click
OK
. The
User – Service Scripts
page appears.
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11.4 Logs
Use this menu item on the
User – Service Scripts
menu page to view and clear the CPL log.
The Logs service allows you to examine the CPL log file.
11.4.1 View and Clear CPL Log
Use this procedure to view the CPL log and clear the log, if you wish.
Figure 262 Service Scripts – Logs
1)
2)
3)
On the
User – Service Scripts
menu page, click
Logs
. The
User – Logs
page appears, showing the CPL log trail. The logs displayed in the
Log trail
box are the logs generated by and specified in the script.
If you want to clear the log trail, check
Clear Logs
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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12 Collaborate
Use the User – Collaborate menu page to create and manage collaborate rooms, which provide audio (and optionally video) conferencing capabilities associated with the multi- user chat rooms on your UC-One client.
There are three types of collaborate rooms, corresponding to the types of chat rooms supported by the UC-One client: My Room, project rooms, and instant rooms. n n n
My Room – This collaborate room is created for you by the system and is always there. You can modify some settings for this room.
Project rooms
–
These rooms are created by you, typically for a specific purpose and you define their character and lifespan.
Instant rooms – These rooms are dynamically created by the client when needed.
You can only configure some general settings for these rooms.
Figure 263 User – Collaborate
You can perform the following operations on your collaborate rooms: n
List Collaborate Rooms and Configure Common Settings n
Create Project Room n n n
Modify or Delete Project Room
Modify My Room
View Instant Room Settings
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12.1 List Collaborate Rooms and Configure Common Settings
Use the
User
–
Collaborate Rooms
page to view information about the collaborate bridge to which you are assigned, list your rooms, and configure common settings for your instant rooms.
Figure 264 Collaborate – Collaborate Rooms
1)
2)
On the
User
–
Collaborate
menu page, click
Collaborate Rooms
. The
User
–
Collaborate Rooms
page appears.
Configure common settings for the instant rooms.
−
To play a tone when attendees join or leave the room, select
Play Tone
. Or to play no notification, select
No notification
.
3)
−
To end the session when you leave the room, check
End room session when owner departs
.
−
To require your presence to start a session, check
Owner required to start room session
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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12.2 Create Project Room
You use the
User – Collaborate Room – Add
page to create a new project room.
Figure 265 Collaborate
–
Collaborate Room
–
Add
2)
3)
4)
1)
5)
6)
7)
On the
User
–
Collaborate
menu page, click
Collaborate Rooms
. The
User
–
Collaborate Rooms
page appears.
Click
Add Project Room
. The
User
–
Collaborate Room – Add
page appears.
Enter the room name.
To end a collaboration session when you leave the room, check
End collaborate room session when owner departs
.
To require your presence to start a collaboration session in this room, check
Owner required to start collaborate room session
.
Specify how to notify the session participants when other participants join or leave the room.
−
To play a tone when attendees join or leave the room, select
Play Tone
.
−
To play no notification, select
No notification
.
Select the type of collaboration sessions you want this room to support:
−
One-time
– A session happens once, on the scheduled date and time, and is not repeated.
−
Reservationless
– Sessions are not scheduled for any particular time and can be started any time.
−
Recurring (Daily, Weekly, Monthly, or Yearly) – Sessions happen regularly at specified intervals.
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8)
Specify the scheduling details.
NOTE
: A collaboration session cannot be scheduled to last longer that the maximum session duration configured by your administrator for the bridge.
For a room with reservationless sessions:
Figure 266 Collaborate Room – Add – Scheduling Details (Reservationless Session)
−
Specify the start date of the room. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the end date of the room. For
End Date
, select
Never
or
Date
. If you selected
Date
, enter the date in month/day/year format or select the date from the pop-up calendar.
For a room with a one-time session:
Figure 267 Collaborate Room – Add – Scheduling Details (One-time Session)
−
Specify the start date of the session. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the time of day the session is scheduled to run. In the
Start Time
box, type the time (HH:MM, 1 <= HH <= 12, 00 <= MM <= 50) and select “AM” or “PM” from the drop-down list.
−
Specify the
Duration
of the session by selecting the number of hours and minutes from the drop-down lists.
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For a room with recurring sessions:
Figure 268 Collaborate Room – Add – Scheduling Details (Recurring Daily Sessions)
Figure 269 Collaborate Room – Add – Scheduling Details (Recurring Weekly Sessions)
Figure 270 Collaborate Room – Add – Scheduling Details (Recurring Monthly Sessions)
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Figure 271 Collaborate Room – Add – Scheduling Details (Recurring Yearly Sessions)
−
Specify the start date of the first session. In the
Start Date
box, enter the date in month/day/year format or select the date from the pop-up calendar.
−
Specify the time of day the session is scheduled to run. In the
Start Time
box, type the time in Hour:Minute format and select “AM” or “PM” from the drop-down list.
−
Specify the
Duration
of the sessions by selecting the number of hours and minutes from the drop-down lists.
−
Enter the recurrence pattern. From the
Recurs
drop-down list, select the type of recurrence from the following options:
−
Daily
and specify the frequency of occurrence in days.
−
Weekly
and specify the frequency of occurrence in weeks, and the day or days of the week on which the sessions should run.
−
Monthly
and specify the frequency of occurrence in months and the day for the recurrence of the session. For the day of recurrence, select one of the following options:
−
To schedule the sessions on a specific day of the month, for example, the 27th, check
Day <X> of the month
and enter the day.
−
To schedule the sessions on a specific day of the week within the month, for example, the Second Monday of the month, check
The <Xth> <Day- of-Week> of the month
, and select Xth and Day-of-Week from the drop- down lists.
−
Yearly and specify the frequency of occurrence in years, for example every two (2) years, and the day for the recurrence from the following options:
−
To schedule the session on a specific day of the year, check
Day <X> of
<Month>
and select the day and the month.
−
To schedule the sessions on a specific day of the week and month, for example, the first Sunday of January, check
The <Xth> <Day-of-Week> of <Month>
and select Xth, Day-of-Week, and Month from the drop-down lists.
−
Specify when the collaborate room should end. In the
Recurrence Range
section, select one of the following options for
End
:
−
Never
to run the sessions in this room continuously.
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9)
−
After <X> occurrences
to end the room after specified number of sessions have occurred.
−
Date
to end the room on a specific date and select the date from the calendar.
Click
OK
. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
12.3 Modify or Delete Project Room
You use the
User – Collaborate Room -‐ Modify
page to modify or delete a project room.
Figure 272 Collaborate – C ollaborate Room – Modify
1)
2)
3)
On the
User
–
Collaborate
menu page, click
Collaborate Rooms
. The
User
–
Collaborate Rooms
page appears.
Click
Edit
in the row of the room to modify. The
User – Collaborate Room – Modify
page appears.
To delete the room, click
Delete
. The previous page appears.
WARNING
: The Delete operation is final and cannot be undone.
4)
5)
6)
To regenerate the room ID, click the
Regenerate Room Id
link.
To modify the room, enter or select new information as required. For information about the options available on this page, see section
12.2 Create Project Room .
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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12.4 Modify My Room
You use the
User
–
Collaborate Room
-‐
Modify
page to modify My Room settings.
Figure 273 Collaborate – Collaborate Room – Modify
1)
2)
3)
4)
5)
6)
7)
8)
On the
User – Collaborate
menu page, click
Collaborate Rooms
. The
User –
Collaborate Rooms
page appears.
Click
Edit
in the row of My Room. The
User
–
Collaborate Room – Modify
page appears.
To regenerate the room ID, click the
Regenerate Room Id
link.
To change the name of My Room, enter the new name in the
Name
text box.
To end a collaboration session when you leave the room, check
End collaborate room session when owner departs
.
To require your presence to start a collaboration session in this room, check
Owner required to start collaborate room session
.
Specify how to notify the session participants when other participants join or leave the room.
−
To play a tone when attendees join or leave the room, select
Play Tone
.
−
To play no notification, select
No notification
.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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12.5 View Instant Room Settings
You use the
User
–
Collaborate Room
–
Instant Room
page to view instant room settings.
Figure 274 Collaborate – Collaborate Room – Instant Room
1)
2)
3)
On the
User
–
Collaborate
menu page, click
Collaborate Rooms
. The
User
–
Collaborate Rooms
page appears.
Click
View
in the row of an instant room. The
User
–
Collaborate Room
–
Instant
Room
page appears.
Click
OK
to return to the previous page.
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13 Utilities
This section contains subsections that correspond to each item on the
User – Utilities
menu page.
Use the
User – Utilities
menu page to change your system password, display your call logs, consult your Feature Access Codes, view your group directory, and verify your intercept user status.
Figure 275 User – Utilities n
Basic menu
This menu displays menu items that all users can use:
−
Authentication
−
Basic Call Logs
−
Enhanced Call Logs
−
Feature Access Codes
−
Group Directory
−
Enterprise Directory
−
Intercept User
−
Registrations
−
Prepaid
−
Visual Device Management
−
Security Classification
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NOTE:
Group Directory only appears if you are a member of a group. Enterprise Directory only appears if you are a member of an enterprise. Basic Call Logs and/or Enhanced Call Logs appear only if you have the corresponding services assigned.
13.1 Access Utilities Menu
To access the
User – Utilities
menu page, click
Utilities
in the Options list.
13.2 Authentication
Use this menu item on the
User – Utilities
menu page to set your new password.
The Authentication service allows you to change your system password to prevent unauthorized access to your account.
13.2.1 Set Your New Password
Use this procedure to set your new system password. All text boxes are required.
Figure 276 Utilities – Authentication
2)
3)
4)
5)
6)
1)
On the
User – Utilities
menu page, click
Authentication
. The
User – Authentication
page appears.
Type your Authentication User Name (from 1 through 80 characters).
Type your current authentication password.
Type your new authentication password (from 1 through 60 characters).
Confirm your new authentication password.
Save your changes. Click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, select another page or click
Cancel
to display the previous page.
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13.3 Basic Call Logs
Use this menu item on the
User – Utilities
menu page to: n
View Placed Calls n n
View Received Calls
View Missed Calls
The Basic Call Logs service allows you to view the latest placed, received, or missed calls.
If you have “Full” access assigned, you can delete the logs for the calls you have placed, received, or missed.
The Basic Call Logs service was available prior to Release 18.0, but there was no web page in the CommPilot web portal for users to see them. In Release 18.0, the
User
–
Basic Call Logs
web page was added, which made basic call logs available from the web portal to users with the Basic Call Logs service assigned.
13.3.1 View Placed Calls
Use this procedure to display your placed calls.
Figure 277 Utilities – Basic Call Logs (Placed Calls Tab)
1)
On the
User – Utilities
menu page, click
Basic Call Logs
. The
User – Basic Call
Logs
page displays the
Placed Calls
tab by default. The call information displayed for each call is described in the following table:
Item
Name
Description
Name of the person called.
Phone Number Phone number of the person called.
Date/Time The date and time the call was placed.
2)
3)
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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13.3.2 View Received Calls
Use this procedure to display your received calls.
Figure 278 Utilities – Basic Call Logs (Received Calls Tab)
1)
2)
On the
User – Utilities
menu page, click
Basic Call Logs
. The
User – Basic Call
Logs
page appears.
Click the
Received Calls
tab. The tab displays your received calls. The information displayed for each call is described in the following table.
Item Description
Name
Phone Number
Name of the person who called.
Phone number of the person who called.
Date/Time The date and time the call was placed.
3)
4)
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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13.3.3 View Missed Calls
Use this procedure to display your missed calls.
Figure 279 Utilities – Basic Call Logs (Missed Calls Tab)
1)
2)
On the
User – Utilities
menu page, click
Basic
Call Logs
. The
User – Basic Call
Logs
page displays the
Placed Calls
tab.
Click the
Missed Calls
tab. The tab displays your missed calls. The information displayed for each call is described in the following table.
Item Description
Name
Phone Number
Name of the person who called.
Phone number of the person who called.
Date/Time The date and time the call was placed.
3)
4)
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
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13.4 Enhanced Call Logs
Use this menu item on the
User – Utilities
menu page to: n
View Placed Calls n n
View Received Calls
View Missed Calls
The Enhanced Call Logs service allows you to view the latest placed, received, or missed calls. If you have “Full” access assigned, you can delete the logs for the calls you have placed, received, or missed.
NOTE:
Depending on your system configuration, you may or may not see the fields identified as additional information in the following subsections.
13.4.1 View Placed Calls
Use this procedure to display all placed calls.
Figure 280 User – Enhanced Call Logs (Placed Calls Tab)
1)
On the
User – Utilities
menu page, click
Enhanced Call Logs
. The
User – Enhanced
Call Logs
page displays the
Placed Calls
tab. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the
Additional Information
section.
Item
Name
Phone Number
Date/Time
Description
Name of the person called.
Phone number of the person called.
The date and time the call was placed.
Additional Information
Duration The duration of the call.
Outgoing Call Center
DNIS
The call center or route point DNIS. This field is populated if an agent uses a call center or route point DNIS to make an outgoing call. In all other cases, this field is empty.
Redirection Number The phone number to which the call has been redirected, if applicable.
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Item
Redirection Type
Description
The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection,
Call Park, and Voice Mail Transfer.
Redirection Class Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are Intra-
Group, Enterprise, and Network.
2)
3)
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
13.4.2 View Received Calls
Use this procedure to display all received calls.
Figure 281 User – Enhanced Call Logs (Received Calls Tab)
1)
2)
On the
User – Utilities
menu page, click
Enhanced Call Logs
. The
User – Enhanced
Call Logs
page appears
Click the
Received Calls
tab. The tab lists your received calls. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the
Additional Information
section.
Item
Name
Phone Number
Date/Time
Description
Name of the person who called.
Phone number of the person who called.
The date and time the call was placed.
Additional Information
Duration
The duration of the call.
Redirection Number The phone number to which the call has been redirected, if applicable.
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Item
Redirection Type
Description
The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection,
Call Park, Call Forwarding Always, Call Forwarding Busy, Call
Forwarding Not Reachable, Call Forwarding No Answer, Call
Forwarding Selective, Trunk Group Forward Capacity Exceeded,
Trunk Group Forward Unreachable, Trunk Group Forward
Unconditional, Call Pickup, Directed Call Pickup, Sequential Ring,
Series Completion, Simultaneous Ring, Automatic Hold/Retrieve, Fax
Deposit, Voice Messaging, Third-Party Voice Mail Support, Do Not
Disturb, Distribution from Route Point, Distribution from Call Center,
Distribution from Hunt Group, and Voice Mail Transfer.
3)
4)
Redirection Class Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are
Intra-Group, Enterprise, and Network.
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
13.4.3 View Missed Calls
Use this procedure to display all missed calls.
Figure 282 User – Enhanced Call Logs (Missed Calls Tab)
1)
2)
On the
User – Utilities
menu page, click
Enhanced Call Logs
. The
User – Enhanced
Call Logs
page displays the
Placed Calls
tab.
Click the
Missed Calls
tab. The User – Enhanced Call Logs page displays your missed calls. The information displayed for each call depends on your system configuration. The call information is described in the following table, with the optional fields, available only in some systems, described in the
Additional Information
section.
Item
Name
Phone Number
Date/Time
Description
Name of the person who called.
Phone number of the person who called.
The date and time the call was placed.
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Item
Additional Information
Description
The phone number to which the call has been redirected, if applicable. Redirection
Number
Redirection Type The type of redirection or the reason why the call was redirected. The possible values are Deflection, Transfer Consult, Third Party Deflection,
Call Park, Call Forwarding Always, Call Forwarding Busy, Call
Forwarding Not Reachable, Call Forwarding No Answer, Call Forwarding
Selective, Trunk Group Forward Capacity Exceeded, Trunk Group
Forward Unreachable, Trunk Group Forward Unconditional, Call Pickup,
Directed Call Pickup, Sequential Ring, Series Completion, Simultaneous
Ring, Automatic Hold/Retrieve, Fax Deposit, Voice Messaging, Third-
Party Voice Mail Support, Do Not Disturb, Distribution from Route Point,
Distribution from Call Center, Distribution from Hunt Group, and Voice
Mail Transfer.
Redirection Class Information about the redirection destination if the call has been redirected. Otherwise, this field is empty. The possible values are Intra-
Group, Enterprise, and Network.
3)
4)
To delete call logs, click
Select All
or click the check box in the
Delete
column of the row of the call logs you want to delete. You can select one or several check boxes.
To save your changes, click
Apply
or
OK
. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click
Cancel
or select another page.
13.5 Feature Access Codes
Use this menu item on the
User – Utilities
menu page to view the functions you can perform using feature access codes (FACs), by dialing the assigned code. If two codes are listed for a function, for example, “*34 or #88 Advice Of Charge Activation”, you can use either code. However, if there are currently no feature access codes that apply to you, you see this message: “
You do not currently have any services which require Feature
Access Codes.
”
If you enter a
feature access code that is not assigned to you, it is treated the same way as when you enter any other digits.
The
User
–
Feature Access Codes
page allows you to display the list of star codes assigned to you. You can view, but not edit these codes.
For information on using feature access codes, see the
BroadWorks Special Calling
Features Quick Reference Guide
.
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13.5.1 View Your Feature Access Codes
Figure 283 Utilities – Feature Access Codes (Top of Page)
1)
On the
User – Utilities
menu page, click
Feature Access Codes
. The
User – Feature
Access Codes
page appears, showing your star codes. The following table describes the feature access codes.
Code
*34
*77
*87
*52*
#8
#9
Name
Advice Of Charge Activation
Anonymous Call Rejection
Activation
Description
Allows you to get charge information messages to the phone in different ways based on the service configuration. Dialing the code activates the feature for the next outgoing call.
Allows you to activate the Anonymous Call Rejection service. After you dial the feature access code, the system plays an announcement to inform you that the service has been successfully activated. If the service was already active, you still receive the announcement.
Anonymous Call Rejection
Deactivation
Allows you to deactivate the Anonymous Call
Rejection service. After you dial the feature access code, the system plays an announcement to inform you that the service has been successfully deactivated, even if the service was never activated.
Anonymous Call Rejection
Interrogation
Automatic Callback Deactivation
Allows you to get the status of the Anonymous Call
Rejection service.
Terminates all current Automatic Callback sessions.
Automatic Callback Menu Access Allows you access to an Interactive Voice Response
(IVR) menu which lists the current pending callbacks and allows you to cancel individual callbacks.
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Code
*14
*15
*72
*73
*21*
*21
#21
*90
*91
*67*
Name
BroadWorks Anywhere E.164
Dialing
Call Bridge
Call Forwarding Always
Activation
Call Forwarding Always
Deactivation
Call Forwarding Always
Interrogation
Call Forwarding Always to Voice
Mail Activation
Call Forwarding Always to Voice
Mail Deactivation
Call Forwarding Busy Activation
Call Forwarding Busy
Deactivation
Call Forwarding Busy
Interrogation
Description
Allows you to dial E.164 numbers. You dial a feature access code as an alias to the “+” sign. The system replaces the feature access code digits with the “+” sign and resumes the call with an E.164 number.
Allows a Shared Call Appearance (SCA) location to initiate or join an SCA-Bridge, upon which the
Application Server automatically selects an appropriate call appearance to bridge on.
Call Bridge FAC becomes visible when one or more of the following services are authorized (service provider or group) or assigned (user):
§ BroadWorks Anywhere
§ Shared Call Appearance
§ Shared Call Appearance 5
§ Shared Call Appearance 10
§ Shared Call Appearance 15
§ Shared Call Appearance 20
§ Shared Call Appearance 25
§ Shared Call Appearance 30
§ Shared Call Appearance 35
§ Executive
§ Flexible Seating Guest
Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant. After dialing the feature access code, dial the phone number where you want your calls to be redirected.
Terminates the Call Forwarding Always service.
Upon deactivation, your calls ring on your phone unless you have set up another service such as Call
Forwarding Busy, Call Forwarding No Answer, or Do
Not Disturb.
Allows users to get the current status and destination of the Call Forwarding Always service. The status is active or inactive and the destination is voice mail or the current forwarding number.
Redirects incoming phone calls to your voice mail.
Terminates the Call Forwarding Always To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To
Voice Mail, Call Forwarding No Answer, or Do Not
Disturb.
Redirects incoming phone calls to another number, such as a mobile phone or administrative assistant, when you are on the phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected.
Terminates the Call Forwarding Busy service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding
Always, Call Forwarding No Answer, or Call
Management – Do Not Disturb.
Allows users to get the current status and destination of the Call Forwarding Busy service. The status is active or inactive and the destination is voice mail or the current forwarding number.
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Code
*40
#40
*92
*93
*61*
*41
#41
*94
*95
*63*
#76
#77
*54*
Name
Call Forwarding Busy To Voice
Mail Activation
Call Forwarding Busy To Voice
Mail Deactivation
Call Forwarding No Answer
Activation
Call Forwarding No Answer
Deactivation
Call Forwarding No Answer
Interrogation
Call Forwarding No Answer To
Voice Mail Activation
Call Forwarding No Answer To
Voice Mail Deactivation
Call Forwarding Not Reachable
Activation
Call Forwarding Not Reachable
Deactivation
Call Forwarding Not Reachable
Interrogation
Call Forwarding Selective
Activation
Call Forwarding Selective
Deactivation
Calling Line ID Delivery Blocking
Interrogation
Description
Redirects incoming phone calls to your voice mail when you are on the phone.
Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding Always
To Voice Mail, Call Forwarding No Answer, or Call
Management – Do Not Disturb.
Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant, when you do not answer your phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected.
Terminates the Call Forwarding No Answer service.
Upon deactivation, your calls ring on your phone unless you have set up another service such as Call
Forwarding Busy, Call Forwarding Always, or Do Not
Disturb.
Allows users to get the current status and destination of the Call Forwarding No Answer service. The status is active or inactive and the destination is voice mail or the current forwarding number.
Redirects incoming phone calls to your voice mail when you do not answer the phone.
Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To
Voice Mail, Call Forwarding Busy, or Call
Management – Do Not Disturb.
Allows you to have your incoming calls forwarded to a different number when your device is not accessible by BroadWorks. After dialing the assigned code, you dial the phone number where you want your calls to be redirected.
Allows you to turn off the Call Forwarding Not
Reachable service. After deactivation, should your phone become unreachable, calls are no longer rerouted to an alternate device through the Call
Forwarding Not Reachable service.
Allows you to query the Call Forwarding Not
Reachable service status.
The Selective Call Forwarding service can be activated only if the service is configured with the following minimum requirements:
§ The Default Call Forward to phone number/SIP URI is configured
§ At least one selective criterion is configured and active
Allows you to turn off the Selective Call Forwarding service. After the service has been deactivated, no criteria are used when a call is being redirected.
Allows you to get the status of the Calling Line ID
Delivery Blocking service.
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Code
*67
*31
#31
*65
*68
*88
*98
*48
*49
*44
*45
*11
Name
Calling Line ID Delivery Blocking per Call
Call Park
Call Park Retrieve
Call Pickup
Call Recording
Call Recording
Call Recording
Call Recording
Call Retrieve
–
–
–
–
Pause
Resume
Start
Stop
Description
Hides your calling line ID on a per call basis. Before placing a call, dial the feature access code;; then place your call as usual. Note that this service is only active for one phone call.
Prevents display of your calling line ID for all calls. Calling Line ID Delivery Blocking
Persistent Activation
Calling Line ID Delivery Blocking
Persistent Deactivation
Calling Line ID Delivery per Call
Displays your calling line ID for all calls.
Overrides the Calling Line ID Delivery Blocking
Persistent setting for one call.
Places a call on hold with the intent of retrieving it from another extension. The call can be parked on your own extension or another within your group.
Retrieves a call that has been parked.
Allows you to pick up calls within your assigned call pickup group. You cannot pick up calls outside your assigned group. When you dial the Call Pickup code, you answer the ringing phone in your group. If more than one phone is ringing, you answer the phone that has been ringing the longest.
(The extensions within your call pickup group can be viewed on the CommPilot web interface in your group phone list. The call pickup group to which you belong is determined by your group administrator and may or may not consist of those members listed in your group phone list.)
Allows you to pause call recording. Your Call
Recording service must be set to
On Demand
,
On
Demand with User Initiated Start, Always with
Pause/Resume
mode;; otherwise dialing the code has no effect.
Allows you to resume call recording after you paused it.
Allows you to record a call. If you dial the code when not on a call, you are prompted for the number to call.
Your Call Recording service must be set to
On
Demand
or
On Demand with User Initiated Start
mode;; otherwise dialing the code has no effect.
Allows you to stop recording a call. This option is only available in
On Demand with User Initiated Start
mode.
Retrieves an existing active call from another endpoint. You have to dial the feature access code from the location where the call is to be retrieved.
This feature can be used from the primary location, from a Shared Call Appearance alternate location, from a BroadWorks Anywhere location, or from a
Flexible Seating Host to which you are currently associated.
A user with the Executive service can retrieve a call that is connected to an assistant location, and a user with the Executive-Assistant service can use the Call
Retrieve feature access code via the Executive-
Assistant Initiate Call feature access code to retrieve/pull an executive’s call to the assistant’s location.
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Code
*69
#92#
*43
#43
*53*
*70
*99
*33*
#33*
*57
*97
*55
*80
*#33#
*56*
*33
*78
*79
Name
in
Call Return
Call Return Number Deletion
Call Waiting Persistent Activation
Call Waiting Persistent
Deactivation
Call Waiting Interrogation
Cancel Call Waiting
Clear Voice Message Waiting
Indicator
Communication Barring User-
Control Activation
Communication Barring User-
Control Deactivation
Communication Barring User-
Control Query
Connected Line Identification
Restriction Interrogation
Customer Originated Trace
Directed Call Pickup
Directed Call Pick-up with Barge-
Direct Voice Mail Transfer
Diversion Inhibitor
Do Not Disturb Activation
Do Not Disturb Deactivation
Description
Returns a call to the phone number of the last call you received. If configured for your system, a two- stage procedure allows you to confirm the call after hearing the number.
Allows you to delete the last incoming number for the
Call Return feature.
Turns on Call Waiting for all calls you place.
Turns off Call Waiting for the next and all subsequent calls you place.
Allows you to get the status of the Call Waiting service.
Turns off the Call Waiting service for the next call you place.
Clears the audible (and visible for some devices) message waiting indicator on your phone.
Activates the current Communication Barring profile selected by the user through the web portal.
Deactivates the currently active Communication
Barring profile selected by the user through the web portal.
Provides information on which profile is currently active.
Allows you to get the status of the Connected Line
Identification Restriction service.
Places a trace on the last number that called you.
Picks up a call at a specific extension within your assigned group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Directed
Call Pickup code followed by the extension, you answer the ringing call at that extension.
Dials an allowed prefix, followed by the assigned code and an extension to either pick up a ringing call in your group or to join an ongoing call with someone in your group.
Transfers a caller on hold to your voice mail.
Allows a user to prevent redirection services from being activated on the terminating side of an unanswered call.
Activates the Do Not Disturb service. When Do Not
Disturb is active, your phone does not ring and all calls go directly to "busy treatment", such as Voice
Messaging.
Turns off the Do Not Disturb service.
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Code
#83
#63
#64
#65
#66
#61
#62
*26
*22
#72
#73
#58
#51
#52
Name
Escalate Call Supervision
Executive-Assistant Call Push
Executive-Assistant Initiate Call
Executive-Assistant Opt-in
Description
Call Center agents can use this code to escalate calls to a supervisor. A supervisor who is not on a call and who does not have the Do Not Disturb service enabled is considered available and the call is routed to that supervisor. The caller is put on “hold” by the agent when the escalation to the supervisor is initiated.
The FAC code is available to agents with Call Center
– Standard or Call Center – Premium service assigned.
Allows an assistant to push a call to the executive to whom the call is intended. It can be either an incoming filtered call or a call initiated by the assistant on behalf of the executive.
Allows an assistant to initiate a call on behalf of an executive.
Allows an executive assistant to opt in to an executive pool.
Executive-Assistant Opt-out
Executive Call Filtering Activation Activates executive call filtering.
Executive Call Filtering
Deactivation
Deactivates executive call filtering.
Find-me/Follow-me Call Push
Allows an executive assistant to opt out of an executive pool.
Flash Call Hold
Forced Forwarding Activation
Forced Forwarding Deactivation
Allows the user to send a call that they received from a Find-me/Follow-me group back to the group to re- alert the members.
This feature is only available to users who are defined as BroadWorks users of a Find-me/Follow- me group.
Places a call on hold with the flash-hook to place another call. You can toggle between the two calls by pressing the flash hook.
Activates Forced Forwarding. When supervisors dial the FAC, they are prompted to enter the supervised queue’s primary phone number. Once you enter the destination number, the destination number is validated and an activation message is played (if the number is valid).
Deactivates Forced Forwarding. When supervisors dial the FAC, they are prompted to enter the supervised queue’s primary phone number. Once you enter the destination number, the destination number is validated and an activation message is played (if the number is valid).
Group Call Park
Hunt Group Busy Activation
Hunt Group Busy Deactivation
Allows you to park a call. The service hunts for the first available user in the Call Park group and parks the call there.
Note that this feature access code cannot be used until the Call Park service has been assigned.
Enables the Hunt Group Busy policy for your hunt group. When the policy is enabled, all calls to the hunt group receive busy treatment.
Disables the Hunt Group Busy policy for your hunt group.
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Code
#53
#82
*66
*96
#96
*12
*13
#80
#81
#23
*23
#24
*24
Name
Hunt Group Busy Interrogation
Initiate Silent Monitoring
Last Number Redial
Legacy Automatic Callback
Invocation
Legacy Automatic Callback
Cancellation
Location Control Activation
Description
Provides the status of the Hunt Group Busy policy for your hunt group.
A supervisor can use this code to silently listen in on a call handled by an agent that they are monitoring.
This FAC code is available to supervisors with the
Call Center Monitoring service assigned.
Dials the most recently dialed phone number called from your extension.
Allows you to camp on a busy called party. When you dial the feature access code after a call to a busy destination, a callback request is created and you are automatically called back when the called party hangs up.
Cancels all active Legacy Automatic Callback requests.
Allows you to activate a location. You dial the
Location Control Activation feature access code from the location that needs to be activated. This feature can be used from a Shared Call Appearance alternate location or a BroadWorks Anywhere location.
Location Control Deactivation
Make Outgoing Call as Call
Center
Make Personal Outgoing Call Allows call center agents to make calls using their personal phone number. User can thus override the default setting configured by the administrator.
The FAC code is available to agents with Call Center
– Standard or Call Center – Premium service assigned.
Mobility Call Anchoring Activation Anchors the mobile phone on BroadWorks for all calls. This allows the user to use their personal mobile device as their business phone and use originating and terminating services available from their office phone.
Mobility Call Anchoring Activation
Per Call
Allows you to deactivate a location. You dial the
Location Control Deactivation feature access code from the location that needs to be deactivated. This feature can be used from a Shared Call Appearance alternate location or a BroadWorks Anywhere location.
Allows call center agents to make calls using the call center phone number. Users can thus override the default setting configured by the administrator.
The FAC code is available to agents with Call Center
– Premium service assigned.
Mobility Call Anchoring
Deactivation
Mobility Call Anchoring
Deactivation Per Call
Anchors the current call made from the same mobile device from which the FAC is dialed on BroadWorks.
This allows the user to use their personal mobile device to make a business call. The call is processed as if it were originated from the user’s office phone.
Disables call anchoring for all calls to and from the mobile.
Disables call anchoring for the current call made from the same mobile device from which the FAC is dialed.
This allows the user to use their business mobile device to make a personal call. The call is processed in the mobile network.
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Code
#29
*28
#28
*29
#84
*60
#70
#71
*610
*84
*85
*71
*50
*51*
*75
*74
*47
Name
Description
Mobility Calling Line ID Activation Sets the calling line ID phone number to the user’s mobile phone number.
Mobility Calling Line ID Activation
Per Call
Mobility Calling Line ID
Deactivation
Sets the calling line ID phone number of the mobile device from which the FAC is dialed to the device’s phone number for the current call.
Sets the calling line ID phone number to the user’s fixed line calling line ID.
Mobility Calling Line ID
Deactivation Per Call
Sets the calling line ID phone number of the mobile device from which the FAC is dialed to the calling line
ID of the user’s main line for the current all.
Monitor Next Call
Music On Hold Per-Call
Deactivation
Night Service Activation Manual
Override
Night Service Deactivation
Manual Override
No Answer Timer
Allows users to monitor route point or call center calls to agents with Call Center – Premium service assigned.
The FAC code is available to users with Directed Call
Pickup with Barge-in and Call Center Monitoring services assigned.
Deactivates the Music On Hold service for the current calls.
Activates the Night Service, which identifies business hours for the queue, and transfers incoming calls received outside of business hours to an alternate queue.
Deactivates the Night Service, which identifies business hours for the queue, and transfers incoming calls received outside of business hours to an alternate queue.
Sets the numbers of rings before No-Answer handling is applied to the Voice Messaging, Third-Party Voice
Mail Support, Call Forwarding No Answer, Call
Forwarding No Answer To Voice Mail, and Sequential
Ringing services.
Activates number portability announcement. Number Portability
Announcement Activation
Number Portability
Announcement Deactivation
Per Call Account Code
Push to Talk
Deactivates number portability announcement.
Selective Call Rejection
Interrogation
Speed Dial 100
Speed Dial 8
Sustained Authorization Code
Activation (calls unlocking)
Charges a call to an account code assigned to you.
Provides an intercom-like functionality where you can call another party and be instantly connected.
Allows you to get the status of the Selective Call
Rejection service.
Calls the two-digit speed dial number of the party you want to call.
Calls the two to nine-digit speed dial number of the party you want to call.
Unlocks your calls. When you are required to provide authorization codes for outgoing calls, this code allows you to “unlock” this requirement. Having unlocked code activation, you are no longer prompted for an authorization code and your calls proceed without interruption.
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Code
*37
*86
Name
Sustained Authorization Code
Deactivation (calls locking)
Voice Mail Retrieval
Description
Locks your calls. When you are required to provide authorization codes for outgoing calls, this code allows you to “lock" this requirement again.
Allows users to retrieve BroadWorks and third-party voice mail.
2)
*62 Voice Portal Access
To display the previous page, click
OK
Allows you to access your voice portal.
. The
User – Utilities
menu page appears.
13.6 Group Directory
Use this menu item on the
User – Utilities
menu page to: n
View Group Directory n
View or Print Summary of Group Directory n
View or Print Phone List
The Group Directory service allows you to display your group directory and view or print either a summary of detailed phone list.
13.6.1 View Group Directory
You use the
Utilities
–
Group Directory
page to view your group directory.
Figure 284 Utilities – Group Directory
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The
User – Group Directory
page is a list page that contains an advanced search. The
Yahoo ID, Name, Phone Number, Extension, Mobile, E-mail Address, and Department appear for each user in the Group. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example,
Next
or
Previous
. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks
Getting Started Web Interface Administration Guide
.
1)
On the
User – Utilities
menu page, click
Group Directory
. The
User – Group
Directory
page displays your group directory.
The items displayed on the
Group Directory
page follow.
Item Description
Name
User ID
Phone Number
Extension
Department
Mobile
E-mail Address
YahooID
Displays the name of the person in the group.
Displays the user ID of the person in the group.
Displays the phone number of the person in the group.
Displays the phone extension of the person in the group.
Displays the department of the person in the group.
Displays the mobile phone number of the person in the group.
Displays the e-mail address of the person in the group.
Displays the Yahoo ID of the person in the group.
IM&P ID Displays the IM&P ID of the person in the group.
2)
To display the previous page, click
OK
. The
User – Utilities
menu page appears.
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13.6.2 View or Print Summary of Group Directory
Use this procedure to display or print your Group Directory.
Figure 285 Utilities – Group Directory Summary
1)
2)
On the
User – Utilities
menu page, click
Group Directory
. The
User –Group
Directory
page displays your group directory.
Click
Group Directory Summary
. The
Group Directory Summary
displays a group phone list in summary form.
The items displayed on the
Group Directory Summary
page follow.
Item
Name
User ID
Number
Extension
Department
Mobile
Description
Displays the name of the person in the group.
Displays the user ID of the person in the group.
Displays the phone number of the person in the group.
Displays the phone extension of the person in the group.
Displays the department of the person in the group.
Displays the mobile phone number of the person in the group.
Email Address Displays the e-mail address of the person in the group.
3)
To display the previous page, click
x
in the right-hand corner of the page. The
User –
Group Directory
page appears.
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13.6.3 View or Print Phone List
Use this procedure to display or print your Group Directory Detail Phone List.
Figure 286 Utilities – Group Directory Detail
1)
2)
3)
On the
User – Utilities
menu page, click
Group Directory
. The
User – Group
Directory
page displays your group directory.
Click
Group Directory Detail
. The
Group Directory Detail
displays a group phone list in detail. The name, department, and phone number of each group member appear.
To display the previous page, click
x
in the right-hand corner of the page. The
User –
Group Directory
page appears.
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13.7 Enterprise Directory
Use this menu item on the
User – Utilities
menu page to: n
View Enterprise Directory n n
View or Print Summary of Enterprise Directory
View or Print Phone List
The Enterprise Directory service allows you to display your enterprise directory and view or print either a summary of the enterprise directory or a detailed phone list.
13.7.1 View Enterprise Directory
The
User – Enterprise Directory
page is a list page that contains an advanced search.
The Name, Phone Number, Extension, Mobile, E-mail Address, Group, and Department appear for each user in the Enterprise. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example,
Next
or
Previous
. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the
BroadWorks Getting Started Web Interface Administration Guide
.
Use this procedure to display your Enterprise Directory.
Figure 287 Utilities – Enterprise Directory (Top of Page)
1)
On the
User – Utilities
menu page, click
Enterprise Directory
. The
User –Enterprise
Directory
page displays your enterprise directory.
The items displayed on the
Enterprise Directory
page follow.
Item Description
Name Displays the name of the person in the enterprise.
User ID Displays the user ID of the person in the enterprise.
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Item
Phone Number
Extension
Department
Mobile
E-mail Address
YahooID
Description
Displays the phone number of the person in the enterprise.
Displays the phone extension of the person in the enterprise.
Displays the department of the person in the enterprise.
Displays the mobile phone number of the person in the enterprise.
Displays the e-mail address of the person in the enterprise.
Displays the Yahoo ID of the person in the enterprise.
Group ID Displays the group ID of the person in the enterprise.
2)
IM&P ID Displays the IM&P ID of the person in the enterprise.
To display the previous page, click
OK
. The
User – Utilities
menu page appears.
13.7.2 View or Print Summary of Enterprise Directory
Use this procedure to display or print your Enterprise Directory.
Figure 288 Utilities – Enterprise Directory Summary
1)
2)
On the
User – Utilities
menu page, click
Enterprise Directory
. The
User –Enterprise
Directory
page displays your enterprise directory.
Click
Enterprise Directory Summary
. The
Enterprise Directory Summary
displays an enterprise phone list in summary form.
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The items displayed on the
Enterprise Directory Summary
page follow.
Item
Name
User ID
Number
Extension
Department
Mobile
Email Address
Description
Displays the name of the person in the enterprise.
Displays the user ID of the person in the enterprise.
Displays the phone number of the person in the enterprise.
Displays the phone extension of the person in the enterprise.
Displays the department of the person in the enterprise.
Displays the mobile phone number of the person in the enterprise.
Displays the e-mail address of the person in the enterprise.
Group ID Displays the group ID of the person in the enterprise.
3)
To display the previous page, click
x
in the right-hand corner of the page. The
User –
Enterprise Directory
page appears.
13.7.3 View or Print Phone List
Use this procedure to display or print your Enterprise Directory Detail Phone List.
Figure 289 Utilities – Enterprise Directory Detail
1)
2)
On the
User – Utilities
menu page, click
Enterprise Directory
. The
User –Enterprise
Directory
page displays your enterprise directory.
Click
Enterprise Directory Detail
. The
Enterprise Directory Detail
displays a group phone list in detail. The name, department, and phone number of each enterprise member appears.
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3)
To display the previous page, click
x
in the right-hand corner of the page. The
User –
Enterprise Directory
page appears.
13.8 Intercept User
The Intercept User service allows you to verify whether your service has been intercepted.
If the Intercept User service is enabled for your account, some or all calls to your number and from your number are intercepted. When your incoming calls are intercepted, the caller may hear a message indicating “Out of Service” or be routed to another number or to your voice mail. When your outgoing calls are intercepted, you may hear an announcement.
If you have been assigned the
Intercept User
service, your
Intercept User
page specifies whether your service has been intercepted and displays your intercept settings.
NOTE:
Even if your Intercept User service is disabled, your calls may still be intercepted if your group’s Intercept service is enabled.
13.8.1 View Intercept User Status and Settings
Use the
Utilities – Intercept User
page to verify whether your service has been intercepted and to view your intercept settings.
Figure 290 Utilities – Intercept User
To access the Intercept User page:
1)
On the
User – Utilities
menu page, click
Intercept User
. The
User – Intercept User
page appears, showing your intercept user status and settings.
2)
To display the previous page, click
OK
. The
User – Utilities
menu page appears.
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The following table provides an explanation of each read-only item on the
Utilities –
Intercept User
page.
Item
Intercept User
Inbound Call Options
Intercept All Inbound
Calls
When checked, all calls to your number are intercepted.
Allow Inbound Calls from System-Defined
Phone Numbers
Allow Inbound Calls
(Partial Intercept)
Description
When set to “On”, the Intercept User service is enabled and your calls are intercepted as specified on this page.
When checked, your calls are intercepted, except for the calls from specific numbers defined by the system administrator.
If this option is checked, you can receive calls.
Use Alternate
Outbound Blocking
Announcement
If this option is checked, you hear an outbound blocking announcement when trying to make a call.
Route to Voice Mail
Play New Phone
Number
Transfer on “0” to
Phone Number
Outbound Call Options
When this option is checked, all your incoming calls are routed to your voice mail.
When this option is checked, your callers hear the new phone number that replaces your current phone number.
When this option is checked, your callers are transferred to the specified phone number upon pressing “0”.
Block All Outbound
Calls
Route to Phone
Number
When this option is checked, you cannot make calls. When you try to make a call, the call is intercepted and you hear an announcement.
When this option is checked, the calls you make are routed to a specified phone number.
When this option is checked, you are allowed to make local calls. Allow Outbound Local
Calls
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13.9 Registrations
Use the
Utilities – Registration
menu item to see all your static and dynamic registrations.
This page also displays information about devices that have been locked out due to a SIP authentication failure. If a device was locked out and the registration has expired, the lockout is present even though the registration no longer exists. When a device has been permanently locked out, the
Lockout Expires
field is empty and the
Lockout Count
field displays the word
Permanent.
Lockout date and time are in GMT offset time.
Figure 291 Utilities – Registrations
1)
2)
On the
User – Utilities
menu page, click
Registrations
. The
User – Registrations
page appears, showing all your static and dynamic registrations.
To display the previous page, click
OK
. The
User – Utilities
menu page appears.
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13.10 Prepaid
The Prepaid service allows you to use your phone without the need for signing a contract.
Use the
Utilities – Prepaid
menu item to verify that you have been assigned the service.
Prepaid has no configuration.
Figure 292 Utilities – Prepaid
1)
2)
On the
User – Utilities
menu page, click
Prepaid
. The
User – Prepaid
page displays the Prepaid service page.
Click
OK
to return to the previous page.
13.11 Visual Device Management
Use the
Utilities – Visual Device Management
menu item to view whether the Visual
Device Management service has been assigned to you. The service allows an administrator to use a visual configuration tool to configure your phone.
Figure 293 Utilities – Visual Device Management
1)
2)
On the
User – Utilities
menu page, click
Visual Device Management
. The
User –
Visual Device Management
page appears.
Click
OK
to return to the previous page.
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13.12 Security Classification
Use the
Utilities – Security Classification
menu item to view the security classification assigned to you.
The security classification indicates the maximum level of classified information that you can be safely exchange in a conversation.
For more information, contact your administrator.
Figure 294 Utilities – Security Classification
1)
2)
On the
User – Utilities
menu page, click
Security Classification
. The
User –
Security Classification
page appears displaying the security classification level assigned to you.
Click
OK
to return to the previous page.
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Index
Account codes, placing calls, 142
Adding
Announcements, 39
BroadWorks Anywhere phone numbers, 166
Collaborate project rooms, 291
Events to schedules, 44
Meet-Me conferences, 253
Personal phone list entries, 145
Schedules, 44
Selective criteria
Call Forwarding Selective, 81
Call Me Now, 86
Call Notify, 67
Custom Ringback User, 93
Executive call filtering, 186, 196
Pre-alerting Announcement, 102
Priority Alert, 110
Selective Call Acceptance, 114
Selective Call Rejection, 118
Sequential Ringing, 124
Simultaneous Ringing Personal, 129
Speed Dial codes, 138, 140
Voice mail aliases, 267
Addresses, your, 35
Advice of Charge, 164
Agents supervised by you, 54
Aliases
Accessing voice mail, configuring, 266
Receiving calls, viewing, 35
Alternate Numbers
.
See
Distinctive Ring
Announcements
Adding, 39
Deleting, 38
Listing, 38
Modifying, 39
Personalized name, 278
Repository, 38
Used in
Auto Attendant, 278
CommPilot Express, 92
Meet-Me conferences, 261
Music/Video On Hold, 160, 161
Voice mail, 270, 272, 278
Anonymous Call Rejection, turning on and off, 58
Assistant pool, executive, 183
Assistant
–
Enterprise, 246
Attendant Console, customizing, 233
Authentication, resetting your phone password, 299
Auto Attendant, personalized name, 278
Automatic Callback, 134
Holding calls, 74
Automatic Hold Retrieve, 74
Retrieving and recalling held calls, 75
Specifying retrieve timer, 75
Turning on and off, 75
Barge-in Exempt, turning on and off, 150
Barging in on calls, 154
Basic Call Logs
. See
Call log
s
Bria for BroadWorks, 249
Bridges, Meet-Me conferences, 264
BroadTouch Business Communicator, 241
BroadTouch Mobile Link, 248
BroadWorks Agent, 241
BroadWorks Anywhere, 164
Alerting settings, 164
Phone numbers
Adding, 166
Deleting, 170
Modifying, 170
Selective criteria
Adding, 167
Deleting, 170
Modifying, 170
BroadWorks Assistant
–
Enterprise, 246
BroadWorks Communicator, 246
BroadWorks Connector for Lotus Sametime, 236
BroadWorks Mobility, 172
BroadWorks Receptionist
. See
Receptionist
BroadWorks Supervisor, 242
Busy greeting, voice mail, 272
Busy Lamp Field, 237
Call centers, 179
ACD state, setting, 179
Agent license, 241
Joining, 179
Settings, viewing, 179
Supervisor license, 242
Call control, 149
Advice of Charge, 164
Barge-in Exempt, 150
BroadWorks Anywhere, 164
BroadWorks Mobility, 172
Call Centers, 179
Call Pickup, 152
Call Recording, 181
Call Transfer, 156
Call Waiting, 151
Charge Number, 183
Communication Barring User-Control, 163
Customer Originated Trace, 153
Directed Call Pickup, 153
Directed Call Pickup with Barge-in, 154
Diversion Inhibitor, 155
Executive, 183
Executive-Assistant, 194
Flash Call Hold, 156
Flexible Seating Guest, 203
Group Night Forwarding, 206
Hoteling Guest, 206
Hoteling Host, 208
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In-Call Service Activation, 157
Instant Messaging and Presence, 210
Music/Video On Hold, 159
N-Way Call, 162
OMA Presence, 162
Physical Location, 213
Push To Talk, 210
Remote Office, 213
Shared Call Appearance, 214
Three-Way Call, 158
Video Add-On, 217
Zone Calling Restrictions, 218
Call Decline policy, enabling, 51
Call forwarding
Always, 61
On no answer, 64
Selectively, 79
When busy, 63
When unreachable, 65
Call holding
Automatically, 74
Music and video to play, 159, 160, 161
Recalling calls, 75
Retrieving calls, 75
Setting retrieve timer, 75
Call logs, 300
Missed calls, 302, 305
Placed calls, 300, 303
Received calls, 301, 304
Call Me Now, 85
Answer confirmation, 85
Permitted calls, 224, 228, 231
Selective criteria
Adding, 86
Deleting, 87
Modifying, 87
Turning on and off, 85
Call Notify, 66
Customizing with CPL scripts, 285
E-mail address, 66
Fax messages, 279
Selective criteria
Activating or deactivating, 69
Adding, 67
Deleting, 70
Modifying, 70
Call Pickup, 152
Call policies, 49
Call Recording, 181
Call Return, 135
Call to numbers, Personal Assistant, 106
Call Transfer, 156
Call Waiting, 151
Disabling calling line ID delivery, 151
Turning on and off, 151
Calling line ID
Blocking, 137
Overriding blocking, 58
Viewing, 32
Calling Name Delivery, turning on and off, 60
Calling Name Retrieval
Interaction with other services, 59
Turning on and off, 59
Calling Number Delivery, turning on and off, 61
Calling Party Category, 135
Calling plans, 219
Call Me Now calls you can make, 224, 228, 231
Calls you can forward or transfer, 223, 227, 230
Calls you can place, 221, 226, 229
Calls you can receive, 220
Your calls others can forward or transfer, 224
Charge Number, 183
Client applications, 232
Attendant Console, 233
Bria for BroadWorks, 249
BroadTouch Business Communicator, 241
BroadTouch Mobile Link, 248
BroadWorks Agent, 241
BroadWorks Assistant
–
Enterprise, 246
BroadWorks Communicator, 246
BroadWorks Connector for Lotus
Sametime, 236
BroadWorks Receptionist–Enterprise, 243
BroadWorks Receptionist–Office, 245
BroadWorks Receptionist–Small Business, 244
BroadWorks Supervisor, 242
Busy Lamp Field, 237
Client Call Control, 239
Client licenses, 248
CommPilot Call Manager, 238 eyePMedia Audio Video Client, 247
Lync CTI, 239
Lync Softphone, 240
Meet-Me Conferencing Moderator, 262
Office Communicator Tab, 247
Outlook Integration, 240
Polycom Phone Services, 249
Polycom Web Browser, 248
UC-Connect, 250
Client Call Control, 239
Client licenses, 248
Collaborate, 289
Bridge information, 290
Instant rooms
Common settings, configuring, 290
Individual settings, viewing, 297
My Room, modifying, 296
Project rooms
Adding, 291
Modifying and deleting, 295
Rooms, listing, 290
Sharing, 267
CommPilot Call Manager
Launching on login, 238
Outlook contacts, accessing, 240
CommPilot Express profiles, 88
Available – In Office, 88
Available – Out of the Office, 90
Busy, 90
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Unavailable, 91
Communication Barring User-Control, 163
Lockout, clearing, 163
PIN, changing, 163
Profile, selecting, 163
Conferencing, 289, Also see
Meet-Me
Conferencing
N-Way Calling, 162
Three-Way Calling, 158
Connected Line Identification Restriction, turning on and off, 71
Contacts
Enterprise directory, 319
Group directory, 315
Outlook, 240
Personal, 144
Speed Dial 100, 139
Speed Dial 8, 138
CPL scripts
Enabling and disabling, 286
Loading, 287
Logs, viewing and clearing, 288
Criteria entry
.
See Selective criteria
Custom Ringback User, 92
Ringback
Call waiting, 98
Initial calls, 97
Selective criteria
Adding, 93
Deleting, 99
Modifying, 95
Customer Originated Trace
Generating, 153
Rejecting malicious calls, 117
Delegates, Meet-Me conferences, 260
Deleting
Announcements, 38
BroadWorks Anywhere phone numbers, 170
Collaborate project rooms, 295
Events from schedules, 47
Meet-Me conferences, 260
Personal Assistant exclusion numbers, 107
Personal phone list entries, 144, 145
Schedules, 43
Selective criteria
Call Forwarding Selective, 83
Call Me Now, 87
Call Notify, 70
Custom Ringback User, 95, 99
Executive call filtering, 189, 198
Pre-alerting Announcement, 104
Priority Alert, 112
Selective Call Acceptance, 116
Selective Call Rejection, 120
Sequential Ringing, 125
Simultaneous Ringing Personal, 131
Speed Dial codes, 138, 139, 141
Voice mail aliases, 266
Device policies, 51
Dialing, two-stage, 148
Directed Call Pickup, 153
Directed Call Pickup with Barge-in, 154
Directories, phone
Enterprise, 319
Printing, 320, 321
Viewing, 319
Group, 315
Printing, 317, 318
Viewing, 315
Personal contacts, 144
Adding, 145
Deleting, 144, 145
Importing, 146
Modifying, 145
Viewing, 144
Speed Dial 100, 139
Speed Dial 8, 138
Distinctive Ring, 75
Selecting ring pattern, 77
Turning on and off, 76
Distribution lists
Adding or deleting entries, 269
Creating, 268
Diversion Inhibitor, 155
Diverting executive calls, 194
Do Not Disturb, turning on and off, 72
Downloading Meet-Me conference recordings, 263
E-mail
Address
Call Notify, 66
CommPilot Express, 88
Voice mail notifications, 275
Your profile, 32
Fax notifications, 279
Invitation, Meet-Me conference, 262
Enabling
Call Decline policy, 51
CPL scripts, 286
Privacy, 51
Shared Call Appearance location, 216
Enhanced Call Logs
. See
Call log
s
Enterprise directory, 319
Printing, 320, 321
Viewing, 319
Events, adding to schedules, 44
Exclusion numbers, Personal Assistant, 107
Adding, 108
Deleting, 107
Modifying, 108
Executive, 183
Alerting mode, 192
Assistant pool, 183
Call filtering, 185
Call screening, 191
Executive-Assistant, 194
Alerting mode, 201
Call filtering, 195
Call screening, 200
Diverting executive calls, 194
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Opting out of executive pool, 194
External Calling Line ID Delivery, turning on and off, 73
External Custom Ringback, turning on and off, 99 eyePMedia Audio Video Client, 247
Fax Messaging, 279
Feature access codes, viewing, 307
Flash Call Hold, 156
Flexible Seating
Guest profile, 203
Host/guest association, 204
Forwarding calls
Allowed destinations
By you, 223, 227, 230
Yours by others, 224
Always, 61
On no answer, 64
Selectively, 79
When busy, 63
When unreachable, 65
Greetings
CommPilot Express, 92
Meet-Me conference, 261
Music/Video On Hold, 160, 161
Personalized name, 278
Voice mail, 270
Busy, 272
General settings, 270
No answer, 272
Group directory
Printing, 317, 318
Viewing, 315
Group Night Forwarding, 206
Group Paging, 142
Held calls
Automatically, 74
Music and video to play, 159, 160, 161
Recalling, 75
Retrieving, 75
Holiday schedules
. See
Schedules
Home page, 31
Hoteling
Guest, 206
Host, 208
Importing personal phone list, 146
In-Call Service Activation, 157
Incoming Calling Plan, 220
Incoming calls, 56
Alternate Numbers, 75
Anonymous Call Rejection, 57
Automatic Hold Retrieve, 74
Call Forwarding Always, 61
Call Forwarding Busy, 63
Call Forwarding No Answer, 64
Call Forwarding Not Reachable, 65
Call Forwarding Selective, 79
Call Me Now, 85
Call Notify, 66
Calling Line ID Blocking Override, 58
Calling Name Delivery, 60
Calling Name Retrieval, 59
Calling Number Delivery, 61
Calling plan, 220
CommPilot Express, 88
Connected Line Identification Restriction, 71
Custom Ringback User, 92
Do Not Disturb, 72
External Calling Line ID Delivery, 73
External Custom Ringback, 99
Internal Calling Line ID Delivery, 73
Personal Assistant, 105
Pre-alerting Announcement, 100
Priority Alert, 109
Selective Call Acceptance, 113
Selective Call Rejection, 117
Sequential Ringing, 121
Series Completion, 127
Simultaneous Ringing Personal, 127
Instant Messaging and Presence, 210, 273, 274
Instant room, collaborate, 290, 297
Integrated IM&P, 273
Intercept User, 322
Internal Calling Line ID Delivery, turning on and off,
73
Last Number Redial, 136
Launching, Meet-Me Conferencing Moderator, 262
Legacy Automatic Callback, turning on and off, 136
Licenses, client applications, 248
Listing
Announcements, 38
Collaborate rooms, 290
Contacts
Enterprise, 319
Group, 315
Personal, 144
Speed Dial, 138, 139
Feature access codes, 307
Meet-Me conferences, 252
Recordings for Meet-Me conferences, 263
Schedules, 43, 48
Loading, CPL Scripts, 287
Lync CTI, 239
Lync Softphone, 240
Malicious calls, rejecting, 117
Meet-Me Conferencing, 251
Bridges, 264
Conferences
Adding, 253
Delegates, assigning, 260
Deleting, 260
E-mail invitation, 262
Entrance greeting, 261
Listing, 252
Modifying, 258
Moderator client, starting, 262
Recordings, 262
Downloading, 263
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Listing, 263
Menus
Call Control, 149
Client Applications, 232
Collaborate, 289
Incoming Calls, 56
Meet-Me Conferencing, 251
Messaging, 265
Outgoing Calls, 133
Profile, 31
Service Scripts, 285
Utilities, 298
Messaging, 265
Aliases, 266
Collaborate – Sharing, 267
Distribution Lists, 268
Fax, 279
Greetings, 270
Integrated IM&P, 273
MWI Delivery to Mobile Endpoint, 281
Short Message Service, 274
Third-Party IM&P, 274
Third-Party MWI Control, 282
Third-Party Voice Mail Support, 283
Voice Management, 274
Voice portal, 278
Voice Portal Calling, 284
Moderator client, launching, 262
Modifying
Announcements, 39
BroadWorks Anywhere phone numbers, 170
Collaborate My Room, 296
Collaborate project rooms, 295
Meet-Me conferences, 258
Personal phone list entries, 145
Schedules, 47
Selective criteria
Call Forwarding Selective, 83
Call Me Now, 87
Call Notify, 70
Custom Ringback User, 95
Executive call filtering, 189, 198
Pre-alerting Announcement, 104
Priority Alert, 112
Selective Call Acceptance, 116
Selective Call Rejection, 120
Sequential Ringing, 125
Simultaneous Ringing Personal, 131
Speed Dial codes, 138, 141
Music/Video On Hold, 159
All calls, 160
Internal calls, 161
Turning on and off, 159
MWI Delivery to Mobile Endpoint, turning on and off,
281
My Room, collaborate, 296
No answer greeting, voice mail, 272
Number Portability Announcement, turning on and off, 143
N-Way Call, 162
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Office Communicator Tab, 247
Office Zone, 55
OMA Presence, 162
Opting out of executive pool, 194
Originating calls, permitted, 221, 226, 229
Outgoing Calling Plan, 221
Call Me Now calls, 224, 228
Call Me Now calls you can make, 231
Call you can forward or transfer, 230
Calls you can forward or transfer, 223, 227
Calls you can place, 226, 229
Calls you can place, 221
Your calls that can be forwarded or transferred, 224
Outgoing calls, 133
Account Codes, 142
Automatic Callback, 134
Call Return, 135
Calling Line ID Blocking, 137
Calling Party Category, 135
Calling plans, 221
Group Paging, 142
Last Number Redial, 136
Legacy Automatic Callback, 136
Number Portability Announcement, 143
Outgoing Digit Plan, 226
Outgoing Pinhole Digit Plan, 228
Personal Phone List, 144
Preferred Carrier User, 147
Speed Dial 100, 139
Speed Dial 8, 138
Two-Stage Dialing, 148
Outgoing Digit Plan, 226
Outgoing Pinhole Digit Plan, 228
Outlook Integration, 240
Paging groups, viewing, 142
Passwords
Integrated IM&P, viewing, 34
Phone authentication, resetting, 299
Third-party IM&P, setting, 34
Voice portal, changing, 41
Web portal, changing, 41
Personal Assistant, 105
Call to numbers, 106
Exclusion numbers, 107
Adding, 108
Deleting, 107
Modifying, 108
General settings, 105
Personal phone list, 144
Entries
Adding, 145
Deleting, 144, 145
Modifying, 145
Viewing, 144
Importing, 146
Personalized name, voice mail and
Auto Attendant, 278
Phone directories
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Enterprise, 319
Group, 315
Personal, 144
Speed Dial 100, 139
Speed Dial 8, 138
Phone numbers
BroadWorks Anywhere, 166
Calling line ID, 32
Distinctive ringing, 76
Forwarding
Always, 61
Busy, 63
No answer, 64
Selective, 79
Unreachable, 65
Main, 35
Mobile, 172
Remote Office, 213
Shared Call Appearance, enabling, 216
Physical Location, 213
Picking up calls, 153, 154
Policies
Calling, 49
Device, 51
Polycom Phone Services, 249
Polycom Web Browser, 248
Pre-alerting Announcement
Configuring, 100
Selective criteria
Adding, 102
Deleting, 104
Modifying, 104
Preferred Carrier User, 147
Prepaid, 325
Printing
Faxes, 279
Phone directory
Enterprise, 320, 321
Group, 317, 318
Priority Alert, 109
Activating and deactivating entries, 109
Selective criteria
Adding, 110
Deleting, 112
Modifying, 112
Privacy, 51
Customizing, 51
Users authorized to see your phone status, 52
Profile, editing, 32
Project room, collaborate, 291, 295
Push To Talk, 210
Allowed users, 212
Auto answer, 211
Connection type, 211
Recalling held calls, 75
Receiving calls, permissions, 220
Receptionist, contacts to monitor
Enterprise, 243
Office, 245
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2015 BROADSOFT, INC.
Small Business, 244
Recording calls, 181
Recordings
Announcements, repository, 38
Busy greeting, selecting, 272
Meet-Me conferences
Downloading, 263
Listing, 263
No Answer greeting, selecting, 272
Personalized name, 278
Redialing last number, 136
Registrations, 324
Rejecting malicious calls, 117
Remote Office, 213
Repository of announcements, 38
Retrieving held calls, 75
Returning calls, 135
Route List, 42
Route point supervisors, 53
Schedules, 42
Adding, 44
Deleting, 43
Events, adding, 44
Listing, 43
Modifying, 47
Used in
BroadWorks Anywhere, 168
BroadWorks Mobility, 177
Call Forwarding Selective, 82
Call Me Now, 86
Call Notify, 68
Custom Ringback, 94
Executive, 187
Executive
–
Assistant, 197
Pre-alerting Announcement, 102
Priority Alert, 111
Selective Call Acceptance, 114
Selective Call Rejection, 118
Sequential Ringing, 124
Simultaneous Ringing, 130
Viewing, 48
Security Classification, 326
Selecting agents to supervise, 54
Selective Call Acceptance
Activating and deactivating entries, 113
Selective criteria
Adding, 114
Deleting, 116
Modifying, 116
Selective Call Rejection
Activating and deactivating entries, 117
Selective criteria
Adding, 118
Modifying and deleting, 120
Selective criteria
BroadWorks Anywhere, 167, 170
Call Forwarding Selective, 81, 83, 84
Call Me Now, 86, 87
Call Notify, 67, 69, 70
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Custom Ringback User, 93, 95, 99
Executive call filtering
By executive, 186, 189, 190
By executive assistant, 196, 198, 199
Pre-alerting Announcement, 102, 104
Priority Alert, 110, 112
Selective Call Acceptance, 114, 116
Selective Call Rejection, 118, 120
Sequential Ringing, 124, 125, 126
Simultaneous Ringing Personal, 129, 131, 132
Sequential Ringing
General settings, 122
Phone numbers, 122
Selective criteria
Activating and deactivating, 126
Adding, 124
Modifying or deleting, 125
Series Completion group, viewing members, 127
Service scripts, 285
Configuring, 285
Loading, 287
Logs, 288
Setting your phone password, 299
Shared Call Appearance, 214
Locations, 215, 216
Preferences, 215
Short Message Service, 274
Simultaneous Ringing Personal
General settings, 128
Phone numbers, 128
Selective criteria
Activating and deactivating, 132
Adding, 129
Modifying and deleting, 131
Turning on and off, 128
Speed Dial 100, 139
Speed Dial 100 codes
Adding, 140
Modifying and deleting, 141
Viewing and deleting, 139
Speed Dial 8, 138
Supervisors
Call centers, selecting agents, 53
Route points, 53
Third-Party
IM&P, 274
MWI Control, 282
Voice Mail Support, 283
Three-Way Call, 158
Time schedules
. See
Schedule
s
Tracing calls, 153
Transferring calls, 156
Transferring calls, allowed destinations
By you, 223, 227, 230
Yours by others, 224
Two-Stage Dialing, 148
UC-Connect, 250
Utilities, 298
Authentication, 299
Enterprise directory, 319
Feature access codes, 306
Group directory, 315
Intercept User, 322
Prepaid, 325
Registrations, 324
Security Classification, 326
Visual device management, 325
Video Add-On, 217
Viewing, 315,
Also see Listing
Phone directory, personal, 144
Visual device management, 325
Voice mail
Advanced settings, 276
Aliases, 266
Forwarding calls, 270
Greetings, 270
Busy, 272
No answer, 272
Message deposit, disabling, 270
Personalized name, 278
Setting up, 275
Voice management
.
See Voice mail
Voice Messaging
.
See Voice mail
Voice portal
Auto-login, 278
Calling, 284
Personalized name, selecting, 278
Your personal profile, 32
Zone Calling Restrictions, 218
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2015 BROADSOFT, INC.
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Key features
Manage account settings
Call forwarding and other features
Access call logs
Manage voicemails
Configuration of call features
User Interface for managing communications
Administration and control of communication services
Frequently asked questions
The User Web Interface provides a web-based platform for managing your BroadSoft account settings and call features.
You can access the User Web Interface by going to the BroadSoft website and logging in to your account.
You can manage a wide range of features in the User Web Interface, including call forwarding, call waiting, voicemail, and more.
