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1 Personal Communication Manager Quick Reference Guide

2 LEGAL NOTICE Copyright 2009 Nortel Networks. All Rights Reserved. This document is not to be copied, modified or distributed in any manner, in whole or in part, without express written authorization of Nortel. The information and/or products described in this document are subject to change without notice. While the information in this document is believed to be generally accurate and reliable, except as otherwise expressly agreed to in writing, THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED. NEITHER BELL ALIANT OR NORTEL NETWORKS, OR THEIR LICENSORS OR SUPPLIERS, SHALL BE LIABLE FOR ANY ERRORS, OMISSIONS, OR INACCURACIES OR YOUR USE OF THE INFORMATION WITH THE SERVICES OR NORTEL MCS SOLUTION, ASSOCIATED LICENSED SOFTWARE, OR OTHERWISE. Users must take full responsibility for their applications of any products specified in this document. Nortel, Nortel Networks, Nortel Networks logos and the Globemark are trademarks of Nortel Networks. Printed in Canada. 2 Copyright 2009 Nortel Networks. All Rights Reserved.

3 Table of Contents Personal Communication Manager Overview Converged Desktop Mode vs. Non-Converged Desktop Mode Making a Call Making a Call Click to Call Answering an Incoming Call Ending, Muting, and Holding an Active Call Transferring a Call Sending and Receiving an Instant Message Setting Up Voice Mail Importing a Contact Customizing the Personal Agent Creating a Route Copyright 2009 Nortel Networks. All Rights Reserved.

4 Personal Communication Manager Overview Multimedia Toolbar Presence Indicates user identification and status. Session Click to open a New Session window to initiate a voice conversation. Call entry field Enter a number or SIP address to call. Call Click to call the number in the Call entry field, a selected contact, or call log entry. IM Click to instant message the SIP address in the Call entry field, a selected contact, or call log entry. My Friends Click to link to My Friends. Agent Click to start the Personal Agent in a browser window. Help Click to open the Personal Communication Manager online help. Multimedia Toolbar Session Call Presence Call entry field My Friends Help IM Agent 4 Copyright 2009 Nortel Networks. All Rights Reserved.

5 Personal Communication Manager Overview (continued) Multimedia Folder Group Incoming Calls Click to see Incoming calls. My Friends Click to see My Friends. Outgoing Calls Click to see Outgoing Calls. Contacts Click to see Contacts. Notification Toolbar Missed Calls Click to open Incoming Calls folder to view missed calls. This appears only when you have missed calls. Presence Status Icons Green indicates that you are online. Yellow indicates that you are online but your presence is set to away. Orange indicates that you are offline. Presence Status Multimedia Folder Group Notification Toolbar 5 Copyright 2009 Nortel Networks. All Rights Reserved.

6 Converged Desktop Mode vs. Non-Converged Desktop Mode Converged Desktop Mode The Personal Communication Manager s Converged Desktop Mode allows you to use your desktop work phone for voice calls and use multimedia services such as Sharing and Instant Messaging. Use Converged Desktop Mode when you are at work and using your desktop work phone. You can change from Non-Converged Desktop Mode to Converged Desktop Mode by placing a check in the checkbox on the User Profile Settings screen. 6 Copyright 2009 Nortel Networks. All Rights Reserved.

7 Converged Desktop Mode vs. Non-Converged Desktop Mode (continued) Non-Converged Desktop Mode Use Non-Converged Desktop Mode when you are away from your desktop work phone. In Non-Converged Desktop Mode, the Personal Communication Manager handles all voice calls and allows you to use Sharing and Instant Messaging. You can change from Converged Desktop Mode to Non-Converged Desktop Mode by removing the check in the checkbox on the User Profile Settings screen. 7 Copyright 2009 Nortel Networks. All Rights Reserved.

8 Making a Call To make a call from the Multimedia toolbar Call entry field: 1. Enter the SIP address or number. 2. Click Call. 1 2 To make a call from the Start Session window: 1. Select Multimedia > New Session. 2. Enter or select SIP address or number. 3. Select Action: Call. 4. Click Connect Copyright 2009 Nortel Networks. All Rights Reserved.

9 Making a Call: Click-to-Call Click to Call from Contacts 1. Select your Contacts. 2. Right click a contact. 3. Select Call. 4. Select which number you wish to call Copyright 2009 Nortel Networks. All Rights Reserved.

10 Making a Call: Click-to-Call (continued) Click to Call from Missed Calls Log 1. Select your Incoming Calls folder. 2. Right click a missed call. 3. Select Call. 4. Select which number you wish to call Copyright 2009 Nortel Networks. All Rights Reserved.

11 Answering an Incoming Call 1. A Receiving Call Conversation window appears when you receive an incoming call. 2. If desired, view the Incoming Call Details: Caller s username Caller s SIP address Duration of the call 3. Select one of the Incoming Call Actions: Answer Click to answer the call. This opens an active call. Decline Click to terminate the incoming call. The caller is notified that you declined the call by receiving a fast busy signal. Ignore Click to have phone continue to ring on the caller s end. Redirect Click to redirect the call to another number. Receiving Call Window Incoming Call Details Incoming Call Actions 11 Copyright 2009 Nortel Networks. All Rights Reserved.

12 Ending, Muting, and Holding an Active Call During an active call, you can: View the Active Call Details: Caller s username Caller s SIP address Duration of the call Select one or more of the Active Call Actions: Hang Up - Click to end a call. This does not close the Conversation window. Mute - Click to mute and unmute the voicestream. Hold - Click to put an active call on hold. - While the call is on hold, the Hold button flashes and you can make and answer other calls. - To retrieve the call on hold, click the flashing Hold button. Active Call Details Active Call Actions 12 Copyright 2009 Nortel Networks. All Rights Reserved.

13 Transferring a Call 1. While on an active call, click Transfer. 2. Enter a transfer address, such as a telephone number or SIP address (or select an address from the dropdown list). 3. Select a Transfer Action: Transfer call to selected contact (Blind Transfer) - This automatically transfers the active call to the transfer destination and closes your active call window. Announce call to contact (Consult Transfer) - This initiates a new call to the transfer destination allowing you to speak with the party you are transferring the active call to. - After speaking with the person you are transferring the call to, click Complete Transfer to initiate the transfer. - Introduce the parties and then click Hang Up to complete the transfer and drop out of the call. Transfer contact to voice mail (Voice Mail Transfer) - This automatically transfers the active call to the transfer destination s voice mail and closes your active call window Transfer Actions 13 Copyright 2009 Nortel Networks. All Rights Reserved.

14 Sending and Receiving an Instant Message Send an instant message To open an IM window from the Multimedia toolbar Call entry field: 1. Enter the SIP address or number. 2. Click IM. The Conversation window appears with the IM tab selected. 1 2 To open an IM window from the Start Session window: 1. Select Multimedia > New Session. 2. Enter a SIP address or number. 3. Select Action: IM. 4. Click Connect. The Conversation window appears with the IM tab selected Copyright 2009 Nortel Networks. All Rights Reserved.

15 Sending and Receiving an Instant Message (continued) To open an IM window during an active call: 1. Select the IM tab. Once you have an IM window, you can send an instant message: 2. Enter your message. 3. You can format the text by using the font control buttons. 4. Click SEND Copyright 2009 Nortel Networks. All Rights Reserved.

16 Sending and Receiving an Instant Message (continued) Reply to an instant message When you receive an instant message, it appears in the IM tab of a Conversation window. To reply to the instant message: 1. Enter your message. 2. You can format the text by using the font control buttons. 3. Click SEND Copyright 2009 Nortel Networks. All Rights Reserved.

17 Setting Up Voice Mail To set up your network-based voice mail access: 1. Select Multimedia > Preferences. 2. Select the Voice Mail list item. 3. Enter your Voic Phone Number do not use punctuation. Remember to enter any extra digits required by your organization s phone network. 4. Enter the Mailbox ID followed by #. 5. Enter your Password followed by #. 6. Enter the numeric value your voice mail system uses to perform standard functions, such as playing and deleting messages and sending replies. 7. Optionally, define up to two custom voice mail functions and the keystrokes to activate them. 8. Click OK Copyright 2009 Nortel Networks. All Rights Reserved.

18 Importing a Contact 1. Select Multimedia > Import Contacts. 2. Enter the information you are searching for in the Search for entry field. 3. Choose an option from the Filter Search by list. The options are: Name First Name Last Name Phone Number SIP Address 4. Click Search. 5. Select the contacts that you want to import and click Add. 6. Select the Friend check box to designate contacts as Friends. Note:To select multiple contacts hold shift, select the contacts from the list and then click Add. 7. After you retrieve all the contacts that you want to import, click Import Copyright 2009 Nortel Networks. All Rights Reserved.

19 Customizing the Personal Agent To personalize your Personal Agent data, first click the Preferences icon from the Personal Agent Quick Start page. Modifying Your Contact Information 1. Select Preferences > Contact info. 2. Complete desired fields on the Contact info page. 3. Click Save Copyright 2009 Nortel Networks. All Rights Reserved.

20 Customizing the Personal Agent (continued) Changing Your Password 1. Select Preferences > Password. 2. Complete fields on the Password page. 3. Click Save Selecting a Picture Caller ID 1. Select Preferences > Picture. 2. Enter the path and file name of your new picture, or click Browse and select the desired picture file. To reset your picture from the preview picture to your current picture, click Reset. 3. Click Save Copyright 2009 Nortel Networks. All Rights Reserved.

21 Creating a Route There are several selections for you to make to customize your route. First you need to determine what incoming calls you want to route. You can route all calls, specific calls from your personal address book or directory, calls from specific numbers only, or calls from private and unknown numbers. You then need to determine where you want to route your calls and how many rings will sound at each destination. Creating a Route using Call Director 1. Select Call Director > Create Route on the Quick Start Page. 21 Copyright 2009 Nortel Networks. All Rights Reserved.

22 Creating a Route (continued) 2. Enter the name of the Route you want to create. 3. Select which calls to route. 22 Copyright 2009 Nortel Networks. All Rights Reserved.

23 Creating a Route (continued) 4. Select sequential or simultaneous routing of incoming calls. 5. Determine the sequence to ring devices. 23 Copyright 2009 Nortel Networks. All Rights Reserved.

24 Creating a Route (continued) 6. From the drop-down menu select the devices in the order that they should ring. Note: Ensure Select # of rings are less than the number of rings you have set with your voic associated with the destination (e.g. cell number voic ). 7. Select the check box to send the call to voic if the call is not answered. If you do not have voic enabled, then the Personal Agent Route Wizard does not create a route that terminates a call to voic . 8. Click Save. The route is added Copyright 2009 Nortel Networks. All Rights Reserved.

25 LEGAL NOTICE Copyright 2009 Nortel Networks. All Rights Reserved. This document is not to be copied, modified or distributed in any manner, in whole or in part, without express written authorization of Nortel. The information and/or products described in this document are subject to change without notice. While the information in this document is believed to be generally accurate and reliable, except as otherwise expressly agreed to in writing, THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED. NEITHER BELL ALIANT OR NORTEL NETWORKS, OR THEIR LICENSORS OR SUPPLIERS, SHALL BE LIABLE FOR ANY ERRORS, OMISSIONS, OR INACCURACIES OR YOUR USE OF THE INFORMATION WITH THE SERVICES OR NORTEL MCS SOLUTION, ASSOCIATED LICENSED SOFTWARE, OR OTHERWISE. Users must take full responsibility for their applications of any products specified in this document. Nortel, Nortel Networks, Nortel Networks logos and the Globemark are trademarks of Nortel Networks. Printed in Canada. 25 Copyright 2009 Nortel Networks. All Rights Reserved.

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