UNIVERGE UC700 Client Getting Started Guide

UNIVERGE UC700 Client Getting Started Guide
UC for Enterprise (UCE)
Desktop Client
(UNIVERGE UC700)
Getting Started Guide
NEC NEC Corporation
April 2011
NDA-30918, Revision 5
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NEC Corporation has prepared this document for the exclusive use of
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© 2011 NEC Corporation
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All other brand or product names are or may be trademarks or
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of, their respective owners.
i
Contents
Introduction
1-1
UNIVERGE UC700 Client Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Installing UC700 Client
2-1
Using UC700 Client
3-1
Launching UC700 Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Using UC700 Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Adding a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Viewing Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Reaching a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Deleting a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Working with Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Setting a Contact Alert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Removing Contact Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Share a Quick Message - User Comment. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Delete a Quick Message - User Comment . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Viewing Recent Quick Message - User Comment . . . . . . . . . . . . . . . . . . . . . 3-21
Working with Active Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Sending DTMF Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Incoming Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Working with Communications Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Working with Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28
Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37
Using Calendar Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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Contents
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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Figures
Figure
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Title
Page
UNIVERGE UC700 Client Download. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
UC700 Installer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
UC700 - InstallShield Wizard - Install Interrupted . . . . . . . . . . . . . . . . . . 2-3
UC700 - InstallShield Wizard - Welcome. . . . . . . . . . . . . . . . . . . . . . . . . 2-4
UC700 - Custom Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
UC700 - InstallShield Wizard - Ready to Install the Program . . . . . . . . . 2-6
UC700 - InstallShield Wizard - InstallShield Wizard Complete . . . . . . . . 2-7
UC700 Client System Tray Icon - Open . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
UC Client Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Initial UC700 Client Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Adding a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Removing a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Adding a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Create New Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Newly Created Group Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Adding Contact to Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
My Contact and Group Lists Example . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Edit Existing Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
Delete Existing Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
Setting an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Edit Contact Alert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Removing an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Adding User Comment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Advanced User Comment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Saved Comment/Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Manage Recent Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Delete Quick Message - User Comments . . . . . . . . . . . . . . . . . . . . . . . 3-20
Viewing Recent Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Active Call Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Generate DTMF Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Incoming Call Pop-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
Communications Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Options Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Option Menu - Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
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Figures
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Options - Rules - Groups Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Create New Rule Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
New Rule Groups Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Groups - Add People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Options - Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Select Status, Rule Group, and Contact Method. . . . . . . . . . . . . . . . . .
Complex Rule with Multiple Statuses and Contact Methods . . . . . . . . .
Select All Choices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contact Rules Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Confirm Delete Rule Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Calendar Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Calendar Link Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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Tables
Table
3-1
3-2
3-3
3-4
3-5
Title
Page
UC Client Menu Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Presence Gem Colors, Contact Rules, and Status . . . . . . . . . . . . . . . . . 3-8
Active Call Window Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Communications Log Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
UC700 Client Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-38
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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Tables
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
1-1
1
Introduction
The UNIVERGE UC700 Client Getting Started Guide provides the
information you need to install, configure and operate the UNIVERGE
UC700 Client.
The following topics are included in this chapter:
Chapter Topics
• UNIVERGE UC700 Client Overview
• How This Guide is Organized
UNIVERGE UC700 Client Overview
UNIVERGE UC700 combines contacts, rich presence, communication
history, instant messaging, call control, optional mobility, voice/video
conferencing, and collaboration into one powerful, easy to manage
solution. The UC700 provides an intuitive interface that combines
unified communications functionality in a single application. When
integrating to the UM8500, voice messages may be seen, heard, and
deleted from within the UC700 communication history.
Your presence and status may be easily shared with fellow UC700 users
along with UA5200 operators, MC530 mobility clients, and users of
NEC's soft phone, Dterm, MH250, and DT750/INASET phones.
Based on your status, you may implement rules for groups of contacts
so that people can reach you in the most effective and appropriate
method possible.
This guide will help you get started.
How This Guide is Organized
Chapter 1
Introduction
Chapter 2
Installing UC700 Client
Chapter 3
Using UC700 Client
This chapter provides an overview of the UC700 Client application and
the chapter layout of the UNIVERGE UC700 Client Getting Started
Guide.
This chapter provides the step-by-step procedures to install the UC700
Client software.
This chapter provides the steps to launch and begin using the UC700
Client software following installation.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
1-2
Introduction
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
2-1
2
Installing UC700 Client
This chapter provides the step-by-step procedures to install the UC700
Client software.
Refer to the UC700 Desktop Client System Requirements listed in the UNIVERGE
UC700 Installation Guide before installing the UC700 Client software.
REFERENCE
UC Client must be installed on a Windows XP, Windows Vista, Windows Server
2003, or Windows 7 machine.
NOTE
If you install Outlook integration (installed by default unless you chose not to install)
part of UC700 installer, then Microsoft Outlook cannot be running while installing
UC700 Client.
IMPORTANT
OAI applications, such as UC700, do not support Multiple Mylines.
NOTE
To install the UC700 Client, do the following:
Step 1
Use the following syntax in the Address field of Internet Explorer to run
the UC Client install:

where <hostname> is the name or IP
http://<hostname>/uc700
address of your OW5000 server. This
information will be provided to you by
your system administrator.

(Figure 2-1) displays.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
2-2
Installing UC700 Client
Figure 2-1 UNIVERGE UC700 Client Download
Step 2
Click Downloads.
Step 3
Click Download UC700 Desktop Client.
Step 4
Click Save File when prompted to save the download.
Step 5
Click the uc700 setup.exe file to begin the installation process.
If .NET 3.5 Framework SP1 has not yet been installed on the machine (earlier
versions of .NET are not required), a UC700 Installer Information dialog box displays 
(Figure 2-2).
IMPORTANT
NOTE
Click the Download UC700 Client for Microsoft Outlook link to install UC700
Client for use with Microsoft Outlook. Refer to the UC700 on-line help for detailed
information concerning this feature.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Installing UC700 Client
2-3
Figure 2-2 UC700 Installer Information
Step 6
Click OK. An InstallShield Wizard—Interrupted dialog box displays
(Figure 2-3). If .NET 3.5 Framework SP1 is installed on your machine,
skip to Step 9.
Figure 2-3 UC700 - InstallShield Wizard - Install Interrupted
Step 7
Click Finish.
Step 8
Download and install the Microsoft .NET 3.5 Framework SP1
redistributable (dotnetfx35.exe) from http://www.microsoft.com before
restarting the UC700 Client install. A Preparing to Install screen displays
briefly and then a UC700 Welcome dialog box displays (Figure 2-4).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
2-4
Installing UC700 Client
Figure 2-4 UC700 - InstallShield Wizard - Welcome
You do not need administrative rights to install, run, or upgrade this product.
NOTE
Step 9
Click Next. A UC700 Custom Setup dialog box displays (Figure 2-5).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Installing UC700 Client
2-5
Figure 2-5 UC700 - Custom Setup
Step 10 Select the program features you want to install by clicking the icon next
to a particular feature. Features are:
—UC700 Desktop Client for Windows - Use to install the feature
components, and subfeature components, on a local hard drive that
are required to run the UC700.
—Outlook Status Integration - Use to install integration components for
Microsoft Outlook, permitting you to automate your status through
calendar events.
—Language Pack Additions - Use to localize UC700 for a specific
language.
To install the components to a different destination folder, click Change and select
the new folder location.
NOTE
Step 11
Click Next. A Ready to Install the Program dialog box displays 
(Figure 2-6).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
2-6
Installing UC700 Client
Figure 2-6 UC700 - InstallShield Wizard - Ready to Install the Program
Step 12 Click Install. A UC700 Client Install Complete dialog box displays 
(Figure 2-7).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Installing UC700 Client
Figure 2-7 UC700 - InstallShield Wizard - InstallShield Wizard Complete
Step 13 Select Launch UC700 and then click Finish.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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2-8
Installing UC700 Client
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
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3
Using UC700 Client
This chapter provides the steps to launch and use the UC700 Client
software following installation.
Chapter Topics
• Launching UC700 Client
• Using UC700 Client
Launching UC700 Client
Use the following procedure to login to and start UC700 Client.
Step 1
Right-click the UC700 system tray icon and then select Login from the
pop-up menu (Figure 3-1).
UC700 Client system tray icon indicators:
NOTE
Gray icon: Logged out
Blue icon: Logged in
Red icon (with phone): Missed calls
Red icon (with audio indicator): Unopened voicemail
Figure 3-1 UC700 Client System Tray Icon - Open
If the UC Client icon is not present in the System Tray of the Windows
machine where the UC700 Client is installed, follow this path: Start >
Programs > NEC > UC700.
Step 2
Right-click the UC700 system tray icon and then select Login from the
pop-up menu. A UC Client Login dialog box displays (Figure 3-2).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
3-2
Using UC700 Client
IMPORTANT
If the version of your hardware, video card, and/or drivers cause the UC700 to end
unexpectedly, or if you are trying to get screen captures or present the UC700 over
collaboration tools but cannot properly capture/display the image of the client, you
may disable the transparency. Do the following:
• Step 1. Make sure you are logged in.
• Step 2. Click on the Preferences icon.
• Step 3. Click on Themes.
• Step 4. Uncheck the Transparency Enabled box.
• Step 5. Click OK.
• Step 6. Restart UC700 (i.e. exit UC700 and launch UC700).
The UC700 client should launch without transparency.
Figure 3-2 UC Client Login
Step 3
NOTE
Enter the Username, Password, Server name, and then click Login.
Do not check the Use SSL option unless instructed to do so by your system
administrator. This encrypted link can only be used if the appropriate certificate was
installed on the OW5000 server.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Using UC700 Client
3-3
It is recommended that the Remember Password and Automatically Login on
Startup check boxes be selected at this time.
NOTE
Step 4
NOTE
NOTE
Select the Start UC700 on Windows start-up check box if you want the
UC700 application to run when Windows initially begins.
The Username and Password values will be provided by your system administrator.
They must match the Login ID and New Password values that were specified when
the user was created in the OW5000 Administrator's User Management function.
The Server value will be provided by your system administrator. It must match the
name of the machine where the UC700 Server was installed, or the FQDN (Fully
Qualified Domain Name) of the server.
Select the Use Windows Authentication only if instructed to do so by your system
administrator.
NOTE
The first time a user logs into the UC700 Client, it can take 30 seconds or
longer to load. An Initial UC Client Window displays (Figure 3-3).
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
3-4
Using UC700 Client
Using UC700 Client
This section describes the UC700 Client window, explains how to create
and modify contacts/groups, describes rules, and briefly explains the
other options available to the UC700 Client user.
For additional information on using the Client software, refer to the OnLine Help
system.
REFERENCE
After login, Figure 3-3 displays. This initial UC700 Client menu consists of
the elements listed and described in Table 3-1.
Figure 3-3 Initial UC700 Client Menu
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Using UC700 Client
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Table 3-1 UC Client Menu Description
Item
Description
My Contacts - Use to display the Contact Lists.
Show/Hide Call Control - Use to display or hide the Active Call
feature.
Communications Logs - Use to display a log of all calls and other
communications you made and received.
Preferences - Use to open the Options window allowing you to
define and edit information such as contact preferences, changing
your password, adding or editing Contact rules, IM settings, system
settings, etc.
Contact Image and Name - Identifies user.
Note: Either the user or the system administrator can configure the
contact image on the OW5000 server.
Share a quick message - Use to create or remove comments
(including clickable links) shared with others.
Available - Use to change availability setting to one listed in the
drop-down list. After you make the selection, the associated contact
rules will then take effect.
Advanced Search - Use to refine the search by title and
organization.
Search - Use to initiate a search for the name entered in the search
field.
Contacts - Use to filter a search on all categories, a corporate
directory, external organizations, or personal contacts.
Primary Extension - When the cursor rolls over a particular name
in the Contact List, this icon displays. Rest the cursor over the icon
to see the phone that will be dialed as the person's preferred
telephone number. Use it to initiate a call to a person on the list.
Note: This will display only if the contact has made the option
available to you in their contact rules.
Send Instant Message - When the cursor rolls over a particular
name in the Contact List, this icon displays. Use it to send an instant
message to a person on the list. Note: This will display only if the
contact has an IM address.
Send E-mail - When the cursor rolls over a particular name in the
Contact List, this icon displays. Use it to send an e-mail to a person
on the list.Note: This will display only if the contact has an e-mail
address entered into the system.
A user will want to begin using UC700 Client by adding contacts to the
Contact List.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
3-6
Using UC700 Client
Adding a Contact
Use the Contacts list for people with whom you frequently
communicate. Though the information displayed for each person is no
different than if you searched the database and found them, this list
gives you quick accessibility to a person's presence and preferred
contact information by allowing you to create contact groups that make
sense to you. To add an individual to the My Contacts list:
Step 1
Enter an individual’s last name in the Search field. The Search Icon
does not need to be clicked as Search is dynamic. Multiple contacts can
be selected to be added to a buddy list from search. 

Using Advanced Search further refines the search criteria by adding the
option to search by Title and Organization.
Step 2
Right-click the desired name to be added, then select Add to My
Contacts. See Figure 3-4.
Figure 3-4 Adding a Contact
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
Using UC700 Client
3-7
The name is now listed in My Contacts. To query and add personal
contacts to your contact list, you may right-click on the UC700 tool tray
icon to either import from Outlook, if you have Microsoft Outlook 2003 or
above installed, or you may enter personal contacts individually. This can
also be done using the context menus next to the My Contacts icon.

Once entered, the personal contacts are available for you to query,
contact, or organize into groups. When one of these people call you, the
system will also find their name and insert the name into your
communication history and screen pops on incoming calls.
Viewing Contact Information
Step 1
To view additional information for a particular individual, click anywhere
in the white space next to the contact’s name. Figure 3-5 displays.
You may also view additional contact information, as shown in Figure 3-5 by rightclicking the contact’s name and clicking View Details.
NOTE
Figure 3-5 Contact Information
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
3-8
Using UC700 Client
Step 2
To hide this additional information, click the white space next to the name
once more, and the display will now only display the Contact List. You
can toggle between the two displays using this method.
The information panel can also be closed using the << icon.
NOTE
The Presence gems located to the left of each contact’s name indicate
that particular contact’s status.
There are four gems which indicate the following:
• Green
The contact is available.
• Yellow
The contact may be available.
• Red
The contact is not available.
• Grey
The contact is unknown to the system (e.g., the user is not
on UC700 or has never logged in).
The presence gem that displays for a person depends upon:
• Their contact rules, which identify their preferred contact methods
based upon who wants to reach them, and their status.
• Availability of their preferred contact method.
For example, if the preferred contact method is their primary extension,
and if the extension is idle and the user is logging in, the presence color
will be green. If the preferred contact method is the user’s primary
extension and the phone is off-hook, the color will be yellow because the
chances of reaching this person by that contact method are lower than if
the extension is idle. Yellow is also used for external preferred contact
methods when it is unknown whether the device is on- or off-hook. If
the preferred contact method is voice mail, the color will always be red
because no real time communication is possible at this time based on
the person’s contact rules.
If you are a UCE mobility user and are using the multi-ring feature in a
rule, an incoming call to your primary extension simultaneously rings all
the devices in your contact rule, and the presence gem displays to
others in the rule as green.
Table 3-2 provides the colors you will see for the devices with the status
that causes the color. When you see a green gem, your contact is
available. The table lists combinations in the order in which they are
determined, from most to least granular.
Table 3-2 Presence Gem Colors, Contact Rules, and Status
Color Displayed
Contact Rule Preferred
Method
Status
Green
Primary Extension
UCE application logged in, user
in default online status, on-hook
Green
Instant Message
UCE application logged in
Green
Multi-ring
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Color Displayed
Yellow
Yellow
Yellow
Yellow
Yellow
Yellow
Yellow
Yellow
Red
Red
Contact Rule Preferred
Method
3-9
Status
Primary Extension
UCE application logged in, user
not in default online status
Primary Extension
UCE application logged out
Primary Extension
UCE application logged in,
off-hook
Instant Message
UCE application not logged in
Wireless PSII/III
Cell Phone
Home Phone
Alternate Phone
Pager
The contact is unavailable by
phone
Voice Mail
The contact is unavailable by
phone
UCE application: UCE Attendant (UNIVERGE UA5200), UCE Desktop Client/
Toolbar/Agent (UNIVERGE UC7000)
NOTE
U
Default Online Status: Defined by the UCE Administrator, usually “Available” or “At
Desk)
Not in Default Online Status: Defined as any other status than the default, such as
“In a Meeting”, “Out of Office”, etc.
Reaching a Contact
To reach a contact, follow the contact rule of the desired person and
simply double-click in the white area.
• If the person has set IM to be their primary contact method, the IM
window will launch.
• If the person has set a telephone number or voicemail as their
primary contact method, your phone will go off hook in speaker mode
and will ring this number.
To see the list of contact methods selected by this user for their given
status, left-click on their name. In this way, you can select other
alternative methods in the order they were specified.
If you want to override the person's rules for you in their given status,
you may click on any of their contact methods from the Contact
Information displayed in the right pane.
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Deleting a Contact
To remove an individual from the My Contacts list:
Step
From My Contacts, right-click on the individual’s name to be removed,
then select Remove from Group.
Figure 3-6 Removing a Contact
Working with Groups
You can organize your frequently contacted people and organizations
contacts into groups. This is a logical grouping you create to more easily
find these entries. A contact can be in more than one contact group.
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3-11
Figure 3-7 Adding a Group
Step 1
To add a new group, right-click the grey My Contacts bar (see
Figure 3-7). Figure 3-8 displays.
Figure 3-8 Create New Group
Step 2
Enter a group name and click Create. Figure 3-9 displays containing the
newly created Group (in this example, Support).
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Using UC700 Client
Figure 3-9 Newly Created Group Example
Step 3
To add contacts to a new or existing group, right-click the contact’s name
(see Figure 3-10) and select Add to <Group Name>. Again, in this
example, the group name is Support.
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3-13
Figure 3-10 Adding Contact to Group
—The individual will now be listed in both My Contacts and the newly
created Support Group. See Figure 3-11.
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Using UC700 Client
Figure 3-11 My Contact and Group Lists Example
Step 4
To rename an existing group, right-click the specific group and select
Rename Group. Figure 3-12 displays.
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Figure 3-12 Edit Existing Group
Step 5
Enter a new name in the Group name field and click Edit.
Step 6
To delete a contact from a group, in the Contact List window, right-click
on the contact you wish to remove, then click Remove from Group.
This does NOT delete the contact from your directory, it only removes the contact
from this group.
NOTE
Step 7
To delete an existing group, right-click the specific group. Figure 3-13
displays.
Figure 3-13 Delete Existing Group
Step 8
Confirm deletion by clicking Delete.
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Using UC700 Client
Setting a Contact Alert
You can set an alert to notify you when a person becomes available. To
set an alert, do the following (see Figure 3-14):
Figure 3-14 Setting an Alert
Step 1
From My Contacts, right-click on the individual’s name, then select Set
Alert. Figure 3-15 displays.
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3-17
Figure 3-15 Edit Contact Alert
Step 2
NOTE
Select the desired alert notification by choosing the appropriate Tell me
when this changes check box located next to an alert, then click OK.
A contact’s alert status may be determined by selecting Preferences > General >
Alerts, then selecting the applicable contact’s name and clicking Edit. The contact’s
current alert status displays.
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Using UC700 Client
Removing Contact Alerts
Selecting the Remove Alert option removes ALL current assigned alerts for the
selected contact.
IMPORTANT
To remove all existing alerts for a contact, do the following (see 
Figure 3-16):
Figure 3-16 Removing an Alert
NOTE
Step 1
From My Contacts, right-click on the individual’s name, then select
Remove Alert.
Step 2
Click OK.
During this alert removal process, you will be able to select an alert notification by
choosing the appropriate Tell me when this changes check box located next to an
alert, then click OK.
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3-19
Share a Quick Message - User Comment
This allows you to create and share comments (including hypertext
links) with other UC700 users. To add a comment, follow the steps
below.
Step 1
Click on the down arrow next to Share a quick message and select
Advanced user comment (Figure 3-17). Figure 3-18 displays.
Figure 3-17 Adding User Comment
Figure 3-18 Advanced User Comment
Step 2
Enter your comment.
Step 3
Enter your comment URL (optional).
Step 4
Enter your comment URL description (optional).
Step 5
Click Save.

The comment/message is saved in the database and becomes available
to others when you click Save. See Figure 3-19.
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Figure 3-19 Saved Comment/Message
Delete a Quick Message - User Comment
To delete a quick message - user comment do the following:
Step 1
Click on the message and hit delete,
OR
click the down arrow and select Manage recent comments
(Figure 3-20). Figure 3-21 displays.
Figure 3-20 Manage Recent Comments
Figure 3-21 Delete Quick Message - User Comments
Step 2
Highlight the comment(s) to be deleted and select either Remove all or
Remove Selected.

The comment(s) is deleted and the original state displays.
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Viewing Recent Quick Message - User Comment
If you wish to view all of your recent comments, click on the down arrow
next to Share a quick message and select Manage recent
comments. A chronological list of all user comments displays (Figure 322).
Figure 3-22 Viewing Recent Comments
Working with Active Call
When you initiate a call, the Active Call window (Figure 3-23) displays.
Table 3-3 describes the options available.
If you click the Show/Hide Call Control icon while the Active Call window is open,
the Active Call window closes.
NOTE
UC700 call control can control multiple lines, i.e., it can control prime and sub-lines in
UC700 by using the menu to toggle between lines.
NOTE
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Using UC700 Client
Figure 3-23 Active Call Window
Table 3-3 Active Call Window Description
Item
Description
Blue Call Button - Indicates the call is active. This button displays
the name and number of the contacted party. The drop-down arrow
opens a menu with two options:
• Remove from call - Removes the call from the conference, if
applicable.
• Send IM - Opens the Instant Messenger window for that caller so
you can send an Instant Message.
Orange Call Button - Indicates the call is dialing in, is on hold, or is
being dialed. This button displays the name of the party and the
contact method. The drop-down arrow opens a menu with two
options:
• Remove from call - Removes the call from the conference, if
applicable.
• Send IM - Opens the Instant Messenger window for that caller so
you can send an Instant Message.
Hold - Use to place or remove a call on hold. This action works as
a toggle.
Transfer - Use to transfers a call to another line.
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Item
3-23
Description
Dial - Use to call a number not represented by a contact.
Conference - Use to open the Conference Manager window.
Communication Logs - Use to open the Communication Logs
window.
Video Conference - Use to open the Video Conference window.
For more information concerning the Video Conference feature, see
the UNIVERGE UC700 Installation Guide .
End Call - Use to disconnect an active call.
Video Conference is not available with UC700 1.0.
NOTE
Sending DTMF Tones
While on an active call, you can send Dual Tone Multi Frequency (DTMF)
tones. This feature is useful when entering access codes, using a voice
response system, dialing company extension numbers, or other
situations when you must enter a number while your call is connected.
You can also use a shortcut to send DTMF tones for numbers copied to
your clipboard.
To send DTMF tones during an active call, follow the steps below.
to display the Call Control window (if necessary).
Step 1
Click
Step 2
Do one of the following:
—Click
. The dial pad screen displays.
—Right-click the Active Call button (e.g.
), then
select Generate DTMF...from the popup menu. The dial pad screen
displays (Figure 3-24).
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Using UC700 Client
Figure 3-24 Generate DTMF Tones
Step 3
Either click the numbered dial pad buttons or enter a complete number
sequence in the displayed text field, then click Send DTMF.
Step 4
(Optional) Click the close box X to close the dial pad window.
Using a Shortcut to Send DTMF Tones
The default shortcut for sending DTMF tones is CTRL+G. You can
change the shortcut to a key combination of your own preference. This
feature is useful, for example, if someone sends you a conference room
code, or a long series of numbers in an email. Simply copy the numbers
to your clipboard and press the shortcut key(s).
Incoming Call
When you receive an incoming message, the Incoming Call pop-up
(Figure 3-25) displays on your screen. This pop-up displays even if UC700
is closed.
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3-25
Figure 3-25 Incoming Call Pop-Up
The Incoming Call pop-up consists of the following:
• A phone dialing icon indicating the arrival of an incoming call.
• The name of the person calling in, if known, and the number they are
calling from.
• Accept button - If you accept the call, the call connects, and the main
view switches to the Active Call window. If you do not have UC700
open, UC700 opens with the Active Call window displayed.
• Voicemail button - Selecting this option sends the incoming call to
your voicemail.
• Send To button - Selecting this option displays a pop-up menu for
selecting where you want to redirect the call.
The Voicemail option does not appear if Voicemail has not been configured on the
system.
NOTE
NOTE
When sharing a Dterm phone, although one person may set a contact rule set to
have their calls redirected, this redirection will not happen unless their last name
comes alphabetically before all others sharing the phone as programmed by the
administrator in the OW5000 database. This same rule applies to the name
displayed on the Dterm phone on an incoming call.
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Using UC700 Client
Working with Communications Logs
The Communication Logs (Figure 3-26) displays a log of all calls and
other communications you have made and received.
Figure 3-26 Communications Log
Table 3-4 Communications Log Descriptions
Icon
Description
Incoming Communication
Outgoing Communication
Missed Communication
Instant Message
Voicemail
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
You can access a history of calls and other communications from the
Communications Logs by selecting the Communications Logs
icon.
The Communication Log can be filtered using either of the following
methods:
• Entering a search parameter, as shown below. Search is dynamic and
there is no need to press the Search icon. Only those
communications matching the parameter specified are listed.
• Using the drop-down menu, as shown below, and selecting the filter
desired. For example, creating a log that only lists Instant Messages.
You can view additional information for each communication listed in the
log by clicking the white space next to the specific contact (see Figure 326).
Double-click a listed contact to return their call either based on their
contact rules (if they are a corporate user), or based on the number
from which they called (if they were a personal user). To see the list of
contact methods selected by this user for their given status, click on
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Using UC700 Client
their name. In this way, you can select other alternative methods in the
order they were specified.
If you have Voicemail integration, and the caller left you a voicemail,
you can click and play the voicemail through your computer’s speakers.
The Communication Logs displays the following information:
• Name of the caller, if known, or formatted phone number and
Unknown or sender/recipient (inbound/outbound). If no name is
known, you have the option to save this entry in your personal
directory and provide a name that will also change any call log entries
to now display that name.
• The status of the caller/recipient along with their Presence gem.
• Duration of communication.
• Date and time of the message.
• Icons for communicating with the contact.
Working with Rules
Contact rules route incoming calls to different devices based on your
status and whom the call is from. For example, you can configure the
application so that when you are in a meeting and friends try to contact
you, they are sent to your voicemail. You can set a different rule that
routes other groups of individuals, such as management, to your mobile
device when you are in a meeting.
To set the contact rules, do the following:
Step 1
From the UC700 Client Main Menu, select the Preferences
icon.
Figure 3-27 display.
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3-29
Figure 3-27 Options Main Menu
Step 2
Select the Contact Rules
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
icon. Figure 3-28 displays.
3-30
Using UC700 Client
Figure 3-28 Option Menu - Rules
—From this window, you will be able to use any pre-existing status listed
to indicate status a group will see when they attempt to contact you, or
you can create a status of your own to meet you specific needs by
clicking the Add button.
Step 3
Select the Groups tab. Figure 3-29 displays.
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Using UC700 Client
Figure 3-29 Options - Rules - Groups Tab
Step 4
Add a new group by clicking Add. Figure 3-30 displays.
Figure 3-30 Create New Rule Group
Step 5
Enter a Rule Group Name and click Create. Figure 3-31 displays.
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Using UC700 Client
Figure 3-31 New Rule Groups Example
Step 6
To add contacts to a particular group listed, highlight the group and click
Edit. Figure 3-32 displays.
Figure 3-32 Groups - Add People
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3-33
Step 7
Click Add and use the Search window to locate the contacts you want
added to the group.
Step 8
When finished, click OK.
Step 9
Select the Rules tab, Figure 3-33 displays.
Figure 3-33 Options - Rules
Step 10 Click Add New Rule. Figure 3-34 displays.
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Using UC700 Client
Figure 3-34 Add Rule
Step 11
Select one or more groups from the Rule Groups list, then select the
status(es) from the Status List which the contacts of this particular group
will see when they attempt to contact you.
Step 12 In the Contact Methods (in order) field, specify what method, and in
what order, the members of this group will contact you (for example,
Primary Extension, Instant Messaging, Voicemail, etc. See Figure 3-35.
Figure 3-35 Select Status, Rule Group, and Contact Method
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3-35
Step 13 Click OK.
—Once the Contact Methods are selected you can arrange the contact
method preference order by selecting the contact method (click on it)
and then use the
preference order.
IMPORTANT
and
icons to arrange the preferred contact
It is important to note that the contact methods used by one group, and the gem color
seen by a particular group, can be entirely different from that of another group. For
example, Group 1 may see your status as At Lunch with a contact method of
voicemail and a red gem icon, while Group 2 may see your status as At Lunch and a
contact method of Instant Messaging with a green gem icon.
The Rules Option allows you to create complex rules with multiple statuses, rule
groups, and contact methods and combine them into a single rule. For example,
you can create a rule that sends calls from contacts in the VIP Rule Group to be
forwarded to your home or mobile phone any time your status is Gone Home, On
Break, or At Lunch as depicted in Figure 3-36.
Figure 3-36 Complex Rule with Multiple Statuses and Contact Methods
You can also select all statuses and all groups to be included in a rule.
By selecting Any Status and Any Group. All choices under the Status
List and Rule Groups list are selected as shown in Figure 3-37.
Figure 3-37 Select All Choices
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Using UC700 Client
To view or edit existing rules, do the following:
Step 1
From the UC700 Client Main Menu, select the Preferences
Step 2
Select the Contact Rules
Step 3
Click on the Rules tab.
icon.
icon.
—A list of all rules currently configured displays, Figure 3-38.
From here, any configured rule can be edited, deleted, or re-ordered.
Figure 3-38 Contact Rules Window
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Using UC700 Client
Step 4
To edit a configured rule, select the Pencil
3-37
icon under the Edit
column next to the rule to be edited. Figure 3-36 displays and from here
you can edit the selected rule.
Step 5
To delete a configured rule, select the Delete
icon under the
Delete column next to the rule to be deleted. Figure 3-39 displays. Select
Delete to remove the rule or Cancel to stop the deletion.
Figure 3-39 Confirm Delete Rule Dialog Box
Step 6
To re-order the rules, use the
and
icons (as shown in Figure 3-
38) to arrange the order of the rules.
—Each rule is shaded to easily identify where one rule ends and
another begins (refer to Figure 3-38). It is possible that a
caller calling while you are in a certain status can be covered
by more than one rule. In this case, the system uses the first
rule that fits based on the order in the display. Use the arrow
icons to put the rules in the order you prefer.
Other Options
Table 3-5 provides a brief explanation of UC700 Client options. These
options are accessed by selecting the Preferences
icon on the
UC700 Client Main Menu, then selecting the General, Contact Rules,
Chat, or System icon.
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Using UC700 Client
Table 3-5 UC700 Client Options
Option
General
Description
Use this menu to:
• My Information: Enter or update your home telephone, home email, mobile phone information, and other contact phone
numbers. Also upload a personal profile picture that others can
see.
• Password: Change your password.
• Alerts: Edit or delete contact alerts.
• Themes: Select a preferred UC700 theme (Black, Green, Red or
Blue). Enable or disable transparency.
• Display Options : Allows user to employ optional compact view
and configure directory search settings.

Note: You must exit and restart UC700 for the new theme to take
effect. Changing to/from compact view also requires a restart.
Contact Rules
Chat
See “Working with Rules” on page 3-28 in this chapter.
Use to configure the number of items displayed in the IM chat
window for each user. Slide the Change Number of IMs in Log
indicator left or right to decrease or increase the number of IMs to
be stored.
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Option
System
3-39
Description
Shortcuts:
Use this option to change the system default set
for the shortcuts allocated within UC700. They
are:

Dial
Default is Ctrl + D
Release Default is Ctrl + R
Answer Default is Ctrl + A
Hold
Default is Ctrl + H

Note: You can designate the Shift key, the
Control key or no key at all, to be the primary
key for shortcuts by selecting an option from the
Primary Key drop-down, then selecting the
desired Secondary Key. The selection will
display in the Chosen Key field. 

Select or clear the Dial Enabled check box.
Calendar:
Use this option to set which Availability status to
use when your Calendar status is set as:

Busy - System default is In a Meeting.
Out of Office - System default is Out of Office.

Also, use this window to delete all personal
contacts from your Personal Contacts directory.
Note: For information about the Calendar Link
feature of this option, see Using Calendar
Link.
Idle Watcher:
About
Use this option to set the idle watcher for your
keyboard and mouse. You can set an inactivity
timer to display a status of your choice when
UC700 detects your keyboard and mouse have
been idle for the amount of time you specified.
Use the slide indicator located in the Inactivity
Timer (minutes) field to increase or decrease
the minutes.
Displays the client and server versions for the UC700.
Using Calendar Link
Calendar Link coordinates your status setting between UC700 and
scheduled appointments in Microsoft Outlook. To use this feature, your
system administrator must have installed the Microsoft Exchange
Calendar Link integration on the server.
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Using UC700 Client
Figure 3-40 Calendar Option
When installed, Outlook displays a drop-down menu at the bottom of
the Appointment window which you can use to specify your status in
UC700, as shown in Figure 3-41.
NOTE
After Calendar Link is installed on the OW5000 server (see Figure 3-40), only events
scheduled from that point on can change the status based on your preferences. In
order for previously scheduled Busy or Out of Office appointments or events to
change your status, you must open them again in Outlook and save them once
more.
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3-41
Figure 3-41 Calendar Link Status
The default settings you configure in the UC700 Calendar options screen
determine the status that displays by default when your Outlook
calendar event occurs. However, you can override these settings using
the drop-down menu in Outlook. This is a convenient way to temporarily
use alternate contact methods and rules to suit your needs.
Example:
Suppose you are in a scheduled meeting listed in your Outlook calendar
and your Outlook status during the meeting is Busy. You've set your
default preference in the UC700 client to In A Meeting when your
Outlook status is Busy and that associated contact rule usually routes
calls to voicemail.
Now suppose you are expecting an important call and want it routed
instead to your wireless phone. You can use the Status drop-down
menu in Outlook to specify a status/contact rule you've created, such as
Away, that sends the call to your wireless.
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Using UC700 Client
Status
Use the Status drop-down (see Figure 3-41) to specify the status UC700
users will see while you are in a scheduled meeting or appointment. This
setting overrides the default setting you specified in the UC700 client.
If your Outlook event begins as an all-day event with a Free time setting, the UC700
status drop-down at the bottom of the form will be blank. 
NOTE
If you then add a time or change the setting to Busy or Out of Office, your default
UC700 setting will be used unless you manually change the drop-down menu from
the blank/default status.
The selections available in this menu are taken directly from the UC700
client. To add, modify, or delete a status, you must do so from UC700.
Expiration Method
Use the Expiration drop-down to specify how long and under which
conditions the UC700 status you specified from Outlook remains in
effect. Choose from one of the following options:
• Auto Expire - When the scheduled Outlook meeting/activity ends,
your status reverts to the default setting specified in the UC700 client.
• Resume on Activity - Your UC700 status remains at the setting you
specified using the Status drop-down menu in Outlook until the
UC700 client detects mouse or keyboard activity on your computer,
even if the scheduled Outlook meeting/activity has not ended. This
setting is useful if your meeting ends early or if you must leave before
it is scheduled to end.
• Auto Expire and Resume on Activity - Your UC700 status remains
at the setting you specified using the Status drop-down menu in
Outlook until the scheduled Outlook meeting/activity has ended and
the UC700 client detects mouse or keyboard activity on your
computer. This setting is useful if your meeting runs over its
scheduled time or you are not able to return to your computer
immediately after it ends.
• Do Not Expire or Resume - Your UC700 status remains at the
setting you specified using the Status drop-down menu in Outlook
until you manually change the status or specify a new expiration
method.
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide - Revision 5
For additional information or support on this NEC Corporation
product, contact your NEC Corporation representative.
NEC NEC Corporation
UCE Desktop Client (UNIVERGE UC700) Getting Started Guide
NDA-30918, Revision 5
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