[Standard - Nortel Networks Confidential] Version MCP1.1 FP1 (02.02) Part No.
[Standard - Nortel Networks Confidential] ii Copyright © 2003 Nortel Networks All rights reserved. April 2003. The information in this document is subject to change without notice. The statements, configurations, technical data, and recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty. Users must take full responsibility for their applications of any products specified in this document.
[Standard - Nortel Networks Confidential] iii Nortel Networks Inc. software license agreement This Software License Agreement (“License Agreement”) is between you, the end-user (“Customer”) and Nortel Networks Corporation and its subsidiaries and affiliates (“Nortel Networks”). PLEASE READ THE FOLLOWING CAREFULLY. YOU MUST ACCEPT THESE LICENSE TERMS IN ORDER TO DOWNLOAD AND/OR USE THE SOFTWARE. USE OF THE SOFTWARE CONSTITUTES YOUR ACCEPTANCE OF THIS LICENSE AGREEMENT.
[Standard - Nortel Networks Confidential] iv Government, the respective rights to the software and software documentation are governed by Nortel Networks standard commercial license in accordance with U.S. Federal Regulations at 48 C.F.R. Sections 12.212 (for non-DoD entities) and 48 C.F.R. 227.7202 (for DoD entities). b. Customer may terminate the license at any time. Nortel Networks may terminate the license if Customer fails to comply with the terms and conditions of this license.
[Standard - Nortel Networks Confidential] v Contents Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[Standard - Nortel Networks Confidential] vi Contents Deleting an entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Modifying address book entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Creating and viewing your list of buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Using the ban list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[Standard - Nortel Networks Confidential] Contents vii Sequential ringing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Creating a new rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Creating a ring list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Sending information to callers while your call is being routed . . . . . . . . . . . . . . . .
[Standard - Nortel Networks Confidential] viii Contents NN10039-112
[Standard - Nortel Networks Confidential] ix Tables Table 1 SIP Personal Agent services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Table 2 Description of personal settings fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Table 3 Call Manager list of terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Table 4 Default options for incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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[Standard - Nortel Networks Confidential] xi Welcome The SIP Personal Agent User Guide is intended only to provide you with the instructions you need to get up and running with this product. This guide describes the SIP Personal Agent, a feature-rich online user interface IP telephony solution. Using the SIP Personal Agent, you can easily enroll for services. You can also manage and configure services to your personal preferences from any location with no software download.
[Standard - Nortel Networks Confidential] xii Welcome Acronyms This guide uses the following acronyms: ERC express routing code IP Internet Protocol PA Personal Agent PNG portable network graphic SIP Session Initiation Protocol URL universal resource locator (internet address) Related publications Other related publications related to the SIP Personal Agent: • • • SIP Multimedia Web Client User Guide (Part No. NN10040-112) SIP Multimedia PC Client User Guide (Part No.
[Standard - Nortel Networks Confidential] Welcome xiii From the Technical Support page, you can open a Customer Service Request online or find the telephone number for the nearest Technical Solutions Center. If you are not connected to the Internet, you can call 1-800-4NORTEL (1-800-466-7835) to learn the telephone number for the nearest Technical Solutions Center. An Express Routing Code (ERC) is available for many Nortel Networks products and services.
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[Standard - Nortel Networks Confidential] 1 Chapter 1 Getting started with the SIP Personal Agent This section describes how to get started with the The SIP (Session Initiation Protocol) Personal Agent.
[Standard - Nortel Networks Confidential] 2 Chapter 1 Getting started with the SIP Personal Agent SIP Personal Agent services and features The SIP Personal Agent allows you to set your personal preferences, store a picture available network-wide, sign up for multimedia services, and manage your system password. In addition, the SIP Personal Agent solves the problem of having a different contact number for your office phone, home phone, mobile phone, and other communications devices.
[Standard - Nortel Networks Confidential] Chapter 1 Getting started with the SIP Personal Agent • • • 3 User name and password for login (provided by your system administrator) PC configured with the required minimum software and hardware, as described below Internet access and a connection that meets the minimum transmission speed requirements, as described below Minimum hardware and software requirements • • • • • • • • • 200MHz Pentium class or equivalent processor No additional free RAM is requi
[Standard - Nortel Networks Confidential] 4 Chapter 1 Getting started with the SIP Personal Agent • • • • Microsoft Windows 98 Second Edition (SE), Microsoft Windows 2000, Microsoft XP, or Microsoft Windows NT 4.0 with Service Pack 5 (SP5) 56Kbps modem or other high speed connection (For example, cable modem, DSL modem, 10baseT ethernet, and so forth) Netscape Communicator 4.77 or greater, or Internet Explorer 5.
[Standard - Nortel Networks Confidential] Chapter 1 Getting started with the SIP Personal Agent 5 Logging in to the SIP Personal Agent Before performing any of the functions available in the SIP Personal Agent, you must first login. Tip: Keep in mind that you can timeout due to inactivity.
[Standard - Nortel Networks Confidential] 6 Chapter 1 Getting started with the SIP Personal Agent 1 From the SIP Personal Agent Login screen, enter your user name, domain name (for example: you@yourcompany.com), and password. 2 Click Submit. Once you are successfully registered with SIP Personal Agent and logged in, the SIP Personal Agent Directories screen displays. The following picture shows the SIP Personal Agent Directories Screen.
[Standard - Nortel Networks Confidential] Chapter 1 Getting started with the SIP Personal Agent • • 7 Users - who are searching for people that belong to the same top-level domain as you Help - area that gives you descriptions and details Navigating the Directories screen The Directories screen provides the interface to the services and features as described in the following table: Table 1 SIP Personal Agent services Service/Feature Description Manage your account and personal information.
[Standard - Nortel Networks Confidential] 8 Chapter 1 Getting started with the SIP Personal Agent Table 1 SIP Personal Agent services Service/Feature Description The SIP Multimedia Web Client is an optional client that could be utilized for making calls. Refer to the SIP Multimedia Web Client User Guide for additional requirements. Logout of the SIP Personal Agent. Exiting the SIP Personal Agent To exit the SIP Personal Agent click Log Out.
[Standard - Nortel Networks Confidential] 9 Chapter 2 Working with Directories The first screen you will see after logging in to the SIP Personal Agent is the Directories screen.
[Standard - Nortel Networks Confidential] 10 Chapter 2 Working with Directories Setting up your address book Your network-based address book is a dynamic list of information. The Address Book option that you access from the Directories screen lists the nickname, first name, and last name of an entry in your address book. You can also define a group for an address book entry to belong to. Anytime you add an entry or make a change to an entry, your network-based address book is automatically updated.
[Standard - Nortel Networks Confidential] Chapter 2 Working with Directories 11 Adding groups Before you begin adding entries in to your address book, you will want to create a group for the entry to belong to. To set up a group 1 Click the Groups tab. The Add Groups screen appears. 2 To add a group, click Add Groups. The Groups in your Address Book screen appears. 3 Enter the name of the Group. For example, you can group all the members of your family into a group called Family, or Home.
[Standard - Nortel Networks Confidential] 12 Chapter 2 Working with Directories 5 Click AddGroups to add more groups or click Address Book from the Directories screen to add an entry to a Group, and assign groups in your network-based address book. Adding an entry To add a new entry in your network-based address book NN10039-112 1 Click Address Book from the Directories screen. 2 Click Add Entry.
[Standard - Nortel Networks Confidential] Chapter 2 Working with Directories 13 The Address Book entry screen appears. 3 Enter a Nick Name (required field) for the person. 4 Enter the Contact information (phone numbers, addresses) for the person. 5 Select a Group from the pull-down list. (This is the list of groups that you previously added.) If you do not select a group for this person to belong to, the person will still appear in your address book.
[Standard - Nortel Networks Confidential] 14 Chapter 2 Working with Directories not enter a SIP address then you will not receive any online Presence information for that user. 7 Select the default Yes from the drop-down list next to the Buddy field on the Address Book entry screen to add a buddy to your list. Select No if you do not want this person to be listed on your list of buddies. 8 Enter text in the Notes field about the contact.
[Standard - Nortel Networks Confidential] Chapter 2 Working with Directories 15 Creating and viewing your list of buddies The SIP Personal Agent allows you to create, view, and update a network-based list of buddies. These may be people that you work with or correspond with regularly. If Presence is enabled in your Service Package, then you can monitor the online status of the buddies in your list.
[Standard - Nortel Networks Confidential] 16 Chapter 2 Working with Directories The following picture shows the Buddies screen. Using the ban list There may be times when you want to ban someone from detecting when you are online and available. To add someone to your ban list 1 NN10039-112 Click the BanList tab on the Directories screen.
[Standard - Nortel Networks Confidential] Chapter 2 Working with Directories 17 The User Ban List Page screen appears. 2 Enter the SIP address of the person you want to ban, for example, smithx@anycompany.com 3 Click Ban Entry. The person you added to the ban list can still call you, but they can no longer see your online status. Searching for a contact To search for a user in your network group, or domain that you belong to. 1 Click the Users tab on the Directories screen.
[Standard - Nortel Networks Confidential] 18 Chapter 2 Working with Directories The Users search screen appears. 2 Enter a search based on first, last, or username, or the contact’s phone number. The search feature is case-sensitive. If there are entries to more than one field when the search button is clicked, an AND function results to narrow the results of the search.
[Standard - Nortel Networks Confidential] Chapter 2 Working with Directories 19 The following picture shows the results of the search for a user named LCarter. To add this user to your address book, click the Add Contact link. . Tip: To perform another search, click the Users tab.
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[Standard - Nortel Networks Confidential] 21 Chapter 3 Managing your personal account information This section describes how to use the features available on the SIP Personal Agent Settings screen to set up your personal preferences, and to control your personal account.
[Standard - Nortel Networks Confidential] 22 Chapter 3 Managing your personal account information Modifying your personal information To modify your personal information, you can click on the Settings icon on the left side of any screen you may be on. The Personal Settings screen appears, allowing you to enter or change your password, name, email address, business, and home phone number, and view whether your status is active or inactive on the network. It also allows you to select a time zone and locale.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 23 The following picture shows the Personal option screen. Table 2 Description of personal settings fields Field Description Password The unique password that you entered when you registered with the SIP Personal Agent, or the new password you just typed in. Confirm Password The unique password that you typed into your Password text box.
[Standard - Nortel Networks Confidential] 24 Chapter 3 Managing your personal account information Table 2 Description of personal settings fields Field Description Status Your account status should be active to indicate that you can use the system and make calls. If the status is marked inactive, contact your system administrator. Email email address (for example tsmith@acme.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 3 25 Click Submit Picture. The picture file (in PNG or JPG format only) you specify is sent to your service provider’s user database and is displayed on the SIP Multimedia Web Client, SIP Multimedia PC Client, and on the Personal screen each time you use the SIP Personal Agent. If you do not wish to submit the picture, click Reset.
[Standard - Nortel Networks Confidential] 26 Chapter 3 Managing your personal account information To create the subjects list and to specify the order in which the subjects display on an i2004 Internet Telephone, click Subjects on the top of the Settings screen. Creating a new subject 1 Enter the text of the subject in the Item Entry field. 2 Click Add. The subject text appears in the Selected Items field. 3 To remove a subject, select the entry, and click Remove.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 27 The following picture shows the Subjects option screen. Changing the order of the list of subjects 1 Click on a subject in the Selected Items field. 2 Click Up or Down to change the order of that item in the list. 3 To submit your changes, click Submit Subjects. Specifying reject Reasons The Reasons option allows you to specify a reason or a list of reasons for rejecting an incoming call.
[Standard - Nortel Networks Confidential] 28 Chapter 3 Managing your personal account information Creating a new reject reason 1 Enter the text of the reason in the Item Entry field. Tip: The reasons are displayed in the order you that enter them. 2 Click Add. The reason text appears in the Selected Items field. a To add another reject reason, enter the text of the reason in the Item Entry field. Tip: You can clear the Item Entry field by clicking Reset. b 3 NN10039-112 Click Add.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 29 The following picture shows the Reasons option screen with an example list of reasons for rejecting a call. Changing the order of the list of reasons 1 Click on a reason in the Selected Items field. 2 Click Up or Down to change the order of that item in the list. Tip: The reasons are displayed on your i2004 Internet Telephone in the order they appear in the items list.
[Standard - Nortel Networks Confidential] 30 Chapter 3 Managing your personal account information Checking i2004 Internet Telephone settings If you work in a number of locations and often log into several i2004 Internet Telephones, you can use the i2004 settings option to check your login status and log yourself out from an active phone. To check the login status of an i2004 Internet Telephone 1 Click the i2004 settings option.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 31 The following picture shows the i2004 option screen: Managing your preferences The Preference option from the Settings screen shows you your current service package. This screen allows you to modify options available to you. Note: Depending on the services available in your service package, certain features may or may not be available to you.
[Standard - Nortel Networks Confidential] 32 Chapter 3 Managing your personal account information The following picture shows your Personal Services package screen where you can view and modify options available to you through your service package. Modifying your Presence service If you have the Presence service enabled in your service package, there are three options available for you: Report Inactivity, Inactivity Timer, and Report on the Phone Presence.
[Standard - Nortel Networks Confidential] Chapter 3 Managing your personal account information 33 1 Select the Report when Inactive option, and enter a time value in the range of 10 to 600 minutes into the Inactivity Timer (in minutes) field to allow people who have subscribed to your presence to know about your inactivity. The inactivity timer report only applies to the SIP Multimedia PC Client and the SIP Multimedia Web Client, not the i2004 Internet Telephone.
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[Standard - Nortel Networks Confidential] 35 Chapter 4 Using the SIP Personal Agent Call Manager This section describes how to use the SIP Personal Agent Call Manager features to manage your incoming calls.
[Standard - Nortel Networks Confidential] 36 Chapter 4 Using the SIP Personal Agent Call Manager Depending on the services enabled in your service package, the following picture is an example of the Call Manager home screen.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 37 Understanding Call Manager terminology The following table lists Call Manager terms and definitions. Table 3 Call Manager list of terms Term Definition Current rules A component of the Call Manager home screen. A list of the active and inactive rules that you have applied to routes (ring lists) appears in this area. You can change the priority of a rule by moving it up or down in the list.
[Standard - Nortel Networks Confidential] 38 Chapter 4 Using the SIP Personal Agent Call Manager Understanding screening and routing concepts The SIP Personal Agent Call Manager allows you to determine how your incoming calls will be treated. For example, you can set up basic screening and routing to automatically send all incoming calls to voice mail.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 39 Selecting default options for your incoming calls If you do not have routes and rules set up then you can select a default behavior for your incoming calls from the Call Manager screen. The following table lists the default options.
[Standard - Nortel Networks Confidential] 40 Chapter 4 Using the SIP Personal Agent Call Manager Blocking anonymous calls To screen incoming calls from an unknown caller in the Options window 1 Click the check box next to Block anonymous calls to select the option. 2 Click Save to save the changes made on this page, or click Reset to undo your changes made to the options or default behavior on this page. Table 5 Block anonymous call options If you ... Then the result is...
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 41 Using the Current Rules window The first time you use the Call Manager, the Inactive and Active Rules area in the Current Rules windows will be empty, unless your system administrator has set up your rules and routes for you. Tip: Current rules allow you to manage and prioritize your call availability to others.
[Standard - Nortel Networks Confidential] 42 Chapter 4 Using the SIP Personal Agent Call Manager You can use the sequential ringing feature to have your call follow you to multiple locations and devices. For example, if your job requires you to be out of your office almost as frequently as you are in the office -- with sequential ringing, your office phone is tried first, then your car phone, and finally your mobile phone.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 1 43 Click ListRoutes tab from the Call Manager Home screen. The Ring List Details screen displays as follows. Tip: Every item in a column rings simultaneously. Between columns, the ringing is sequential. Every SIP device that a user is logged into will ring simultaneously as well. 2 Enter a name for your ring list in the Ring list name text box. Tip: Every item in a column rings simultaneously.
[Standard - Nortel Networks Confidential] 44 Chapter 4 Using the SIP Personal Agent Call Manager 3 From the drop down list, choose how many times to ring the entries in your simultaneous ring list. Tip: The number of target items in the ring lists display will vary, based on the limits in your service package. 4 In the text box, enter the name of the target item for your simultaneous ring list. 5 Use the drop-down list to select whether the target item is a SIP address or phone number.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 45 If you need to make changes to your route, enter your changes on the Call Manager Ring List Details screen and click Modify Route. Tip: You can make changes to any route by entering changes on the Call Manager Ring List Details screen and clicking Modify Route.
[Standard - Nortel Networks Confidential] 46 Chapter 4 Using the SIP Personal Agent Call Manager If the caller is on a SIP device, then a Web browser would open on their PC using the URL that you specify. Tip: If you are logged into an i2004 Internet Telephone only, then just the URL is displayed on the screen of the i2004. Note that if you are not logged into the SIP Multimedia PC Client, a web browser will not be launched.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 2 47 Click the Delete link to delete the route. A confirmation screen appears stating that the route was successfully deleted. Creating a new screening rule Once you have completed programming the simultaneous and sequential ringing of your phones (ring lists for routes), you can set up rules that specify how a call is handled depending upon the time of day or who is calling.
[Standard - Nortel Networks Confidential] 48 Chapter 4 Using the SIP Personal Agent Call Manager The following picture shows the Welcome to Call Manager screen. 2 NN10039-112 Click the link, create a screening rule. The Call Manager Rule Details screen displays.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 49 The following picture shows the Call Manager Rule Details screen. 3 Enter a name for your rule in the Rule name text box. Tip: You can roll over or click the question mark for additional help information. 4 Click the Active check box to select whether or not this rule should appear in the Active Rules window or the Inactive Rules window for your current rules displayed on the Call Manager Home screen.
[Standard - Nortel Networks Confidential] 50 Chapter 4 Using the SIP Personal Agent Call Manager 5 To have this rule apply to selected names in your network based address book, click the click to change link beside Affected Users (otherwise the rule applies to every incoming caller). The following picture shows the Screened Users screen. a Click the check box next to the users you want your Rule to apply to.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 51 The following picture shows the Active times screen that displays. 7 a On the Active times screen, you can click the check box next to the days of the week and the times of the day when you want this rule to be in effect. b Click Replace and Save to replace all the entries in the active times list and use only the new times specified. c Click Add to list to add the times to the existing active list.
[Standard - Nortel Networks Confidential] 52 Chapter 4 Using the SIP Personal Agent Call Manager 8 Click Save Rule. Tip: If you selected the Active check box in the Call Manager Rule Details screen, then the rules you just programmed now appear in the Active rules window in the Call Manager Home screen. Every time someone calls you, the Call Manager checks your rules to match and route your calls appropriately.
[Standard - Nortel Networks Confidential] Chapter 4 Using the SIP Personal Agent Call Manager 53 The following picture shows an example of the Current Rules window enabled. Deleting a rule To delete an existing rule that has been set up for a route 1 Click the ListRules tab from the Call Manager Home screen. The Call Manager Rules screen displays as follows: 2 Click the Delete link to delete the rule. A confirmation screen appears stating that the rule was successfully deleted.
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[Standard - Nortel Networks Confidential] 55 Index A L acronyms xii list of buddies 32 address book adding an entry 12 adding groups 11 creating lists of buddies 14 deleting an entry 14 modify entries 14 searching for a contact 17 logging in 5 advanced screening and routing 40 C M Managing your personal information 21 P personal information 21 modifying 22 preferences 31 creating a new rule 42 product support xii creating a new screening rule 47 publications hard copy xii current rules 41 cus
[Standard - Nortel Networks Confidential] 56 Index simultaneous ringing 41 SIP Personal Agent Call Manager advanced screening and routing 40 basic routing 39 basic screening 40 basic screening and routing 38 using 35 SIP Personal Agent Services 7 Subjects displaying 25 support, Nortel Networks xii System requirements minimum hardware and software 3 recommended hardware and software 3 T technical publications xii technical support xii NN10039-112
