Telstra Digital Business

Transcription

1 Telstra Digital Business User Guide September 2011

2 Telstra Digital Business, User Guide, Version 1.1 This work is copyright. Apart from any use as permitted under the Copyright Act 1968, information contained within this manual cannot be used for any other purpose other than the purpose for which it was released. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, with out the written permission of Telstra Corporation Limited. Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries Apple, AirPort and Mac are trademarks of Apple, Inc., registered in the U nited States and certain other countries. Cisco and Linksys are registered trademarks of Cisco Systems, Inc. and/or its affiliates in the United States and certain other countries. Registered trade mark of Telstra Corporation Limited ABN Sept 11 Page 2 of 57

3 Welcome to Telstra Digital Business Digital Business lets you bundle broadband, digital voice and mobile services on a single account, and have all the charges on a single bill. This guide will help you get set up your service, make changes to it, and find more information when you need it. Need more support? If you have questions beyond this guide, we want to help. To learn more about your Digital Business tools and features, visit the Digital Business Support page at telstra.com/digitalbusiness/support To speak with a Digital Business consultant, or set up a Digital Business training session, phone us on and say Digital Business when prompted. Our consultants are available 24 hours a day. When phoning, please have your account number or phone number, including area code, ready for the consultant. Conventions used in this Guide The following typographical conventions are used in this guide for simplicity and readability: Web addresses, addresses and hyperlinks are shown in bold italics, for example telstra.com/digitalbusiness/support. Button names and titles/features on your computer screen are shown in italics. Keys, buttons and menu selections on your phone are shown in bold. User input is shown in typewriter font. Sept 11 Page 3 of 57

4 Table of Contents Section 1. What s in the Box... 7 Router (Cisco Small Business Pro SRP527W)... 7 Digital Phone (Cisco SPA502G/504G as applicable)... 7 Integrated Access Device (Linksys SPA2102 if purchased)... 7 Broadband Backup Modem (if purchased)... 8 Digital Business Self-Install CD... 8 Section 2. Setting up your system... 9 First Time Setup... 9 Before you get started... 9 Running the Self-Install CD... 9 Installing your router... 9 Using Wireless (Wi-Fi) Networking Enabling your Wi-Fi Adaptor PC (Microsoft Windows ) users PC (Apple Mac ) users Setting up your Wi-Fi network Adding another computer to the Wi-Fi network Finding or changing your network name (SSID) and password (WPA-PSK) codes Setting up Broadband Backup How do I know when it s working? Installing Your Digital Phone Setting up MessageBank number on your Digital Phone Section 3. Setting up and using your Services MessageBank (Receiving Messages) Using MessageBank Checking Your Voic Changing your outgoing message Changing your PIN Voice to Listening to a Voice to message Deleting a Voice to message Managing Calls with CommPilot Call Forwarding Simultaneous Ring Sequential Ring Auto Attendant Activate Auto Attendant Setting Up Auto Attendant on your existing Main Business Number Customise/Modify Auto Attendant Customising the Greeting and Dial Menus Customise Greeting and Dial Menu for Non-Business Hours More information and help Keeping Up with Your Data Usage Checking your mobile data usage Changing your mobile usage threshold alert Checking your fixed data usage Changing your fixed usage threshold alert Accessing your domain details More information and help Sept 11 Page 4 of 57

5 Section 4. Using Your Digital Phone Placing Calls Manually Viewing and Managing calls from Call History Placing calls from Directory Redialling Putting a call on Hold Checking Your Voic (MessageBank ) Transferring a Call (Blind or Supervised) Making a Conference Call (3-way call) Call Forward Call Forward Always Activation Call Forward Always Deactivation Call Forward No Answer Activation Call Forward No Answer Deactivation Call Forward Busy Activation Call Forward Busy Deactivation Call Waiting Call Waiting Activation Call Waiting Deactivation Section 5. Using Microsoft Exchange Online Making changes to your account More Information and Help Setting up and using Microsoft Outlook Setting up and using Microsoft Outlook 2007 and Download and Install the Microsoft Online Services Sign In Application Setting up and using Microsoft Entourage ( client for Mac ) Software requirements Download and Install the Microsoft Online Services Sign In Application for Mac Checking Your and calendar Checking and calendar online Checking and calendar on your mobile Section 6. Installing Analogue Devices - Phones, Faxes and EFTPOS terminals Connecting via the Router Connecting via the IAD Connecting the IAD to the Router Connecting an analogue device to the IAD Section 7. Remote Working (working away from your office) Set-up Remote Working on the Router for your Business Set-up Remote Working Client on individual PCs For Windows Users For MAC Users Using Remote Working For Windows Users For Mac Users Section 8. Managing Your Billing Viewing Your Bill Online Paying Your Bill Online Changing Your Billing Preference Sept 11 Page 5 of 57

6 Section 9. Troubleshooting Issues with usernames and passwords Issues with the Internet Issues with your Digital Phone Issues with your Analogue Devices Issues with your Broadband Backup (if purchased) Section 10. Acronyms, Abbreviations and Glossary Acronyms and Abbreviations Glossary Sept 11 Page 6 of 57

7 Section 1. What s in the Box Router (Cisco Small Business Pro SRP527W) Figure 1 Cisco Wi-Fi Router The router connects all your equipment (like phones, computers, etc.) to the Internet. Using cables or a wireless (Wi-Fi) connection, your equipment connects to the router, and then the router connects to the Internet. Digital Phone (Cisco SPA502G/504G as applicable) Figure 2 Cisco Digital Phone Your digital phone connects to the router, which then connects the phone to the Internet. Your phone has been specially customised to work with Digital Business, so the user guide that came with the phone may not be accurate for your setup. For further information regarding installation and using your digital phone, see Installing Your Digital Phone and Using Your Digital Phone. Integrated Access Device (Linksys SPA2102 if purchased) Figure 3 Integrated Access Device Your router allows you to connect two analogue devices (like fax machines or most EFTPOS devices). For those businesses that need more than two, Telstra offers the Integrated Access Device. If you didn t order Sept 11 Page 7 of 57

8 Section 1. What s in the Box an Integrated Access Device (IAD), but think you might need one, phone us on and say Digital Business when prompted. Broadband Backup Modem (if purchased) Figure 4 USB Broadband Backup Modem In the unlikely event that you lose your DSL connection, Broadband Backup allows you to keep your Internet (but not phone, fax, or EFTPOS) access by switching over to the Next G network. If you didn t order Broadband Backup, but think you might need it, phone us on and say Digital Business when prompted. Digital Business Self-Install CD Figure 5TheDigital Business Self-Install CD The Self-Install CD is your complete self-installation guide. It will help you with your first install or to modify your Digital Business installation when installing more services. If you don t have the CD or have misplaced or lost it, you can download the software from your Telstra Online Services Portal (telstrabusiness.com/business/login.jsp). Go to the Bundles tab in the My Account page. Sept 11 Page 8 of 57

9 Section 2. Setting up your system First Time Setup IMPORTANT INFORMATION Do not set up your equipment until you have received an SMS saying: Your Digital Business service is now activated! The setup process will FAIL if your service is not ready. You must use the included Self-Install CD to set up or change your service. The CD is specially designed to set up your equipment. Depending on your setup, this will take 30 to 60 minutes, and you ll need approximately 150 MB of free space on your computer. Before you get started Disconnect your computer from any existing networks, including Wi-Fi networks. Have on hand the following items: the Self-Install CD; the Despatch Letter (containing the mobile number for the Broadband Backup, if ordered); your equipment (as described in the Despatch Letter ); included cables (and additional ones: for example, if you ll need a cable longer than 2 metres); a printout of the Digital Business Configuration Summary that you received when you signed up for Digital Business; a computer that you have administrative rights on, with the following minimum system requirements: o o o 128 MB RAM; 150 MB of free hard disk space; Windows XP SP2 or later, or Mac OS X v10.4 or later. Running the Self-Install CD To run the Self-Install CD: 1. Insert the CD into your computer s CD drive. Windows: The installation will begin automatically. If the installation does not begin automatically, navigate to the CD drive on your computer and double-click the file called setup.exe. Mac: A Digital Business icon will appear on your desktop. Double click it to begin the installation. 2. Follow the on-screen instructions to install and customise your equipment. Installing your router Install the router as per the instructions on your Self-Install CD. When installed and operating correctly, it will display lights on its front panel, as described in Table 1. It should be noted that not all the lights will appear flashing or on at the same time. Table 1 Cisco Router function lights LABEL LIGHT SOLID GREEN LIGHT FLASHING POWER/SYS LAN (1 4) When the router has successfully booted and is ready to use. When a connection is established to your PC or Phone When the router is booting. When there is activity on the LAN port. Sept 11 Page 9 of 57

10 Section 2. Setting up your system LABEL LIGHT SOLID GREEN LIGHT FLASHING Phone (1 2) DSL CD DSL Data WLAN USB WPS When a connection is established to your EFTPOS, FAX or Integrated Access Device. When the router is connected to the Telstra Broadband network This light will either be flashing or OFF. If turned Off, there is no ADSL activity When the wireless transmitter is powered ON and operational. When the connected USB device is operational. When Wi-Fi Protected Setup (WPS) is operational When there is activity on the Phone port. When an ADSL service is detected When there is ADSL activity on the line When there is wireless activity on the WLAN port. When there is a device failure or unsupported device. Slow flash while setup is in progress. Fast flash indicates setup error. Using Wireless (Wi-Fi) Networking Wireless (or Wi-Fi) networking means allowing several computers to share Internet and network access without needing cables. Each computer on the Wi-Fi network receives Internet access wirelessly. Enabling your Wi-Fi Adaptor You must enable your personal computer s (PC) Wireless Network Adapter prior to configuring wireless connectivity. PC (Microsoft Windows ) users Most PCs have a switch, usually located on the side or front of the PC. Please set the switch to the ON position (please refer to your PC manufacturer manual for help in locating the switch). The switch s status is often indicated by a light on the PC panel and by the following symbols: or You will need to ensure that your Wi-Fi adaptor is enabled by accessing the Network Connections menu. You can find this menu by visiting Control Panel and then Network and Internet Connections (this may vary slightly depending on your version of Windows). PC (Apple Mac ) users Mac users must activate AirPort. You will need to access the Network Menu which can be found by visiting the Apple menu and then Systems Preferences menu. If your Mac s AirPort switch is set to OFF, you will see the following icon on the menu bar: If your Mac s AirPort switch is set to ON but disconnected, you will see the following icon on the menu bar: If your Mac s AirPort switch is set to ON and your Mac is transmitting, you will see the following icons on the menu bar, indicating that your Wi-Fi is ON and also indicating signal strength: Sept 11 Page 10 of 57

11 Setting up your Wi-Fi network Set up your wireless network using the Self-Install CD that came with your package. Adding another computer to the Wi-Fi network Section 2. Setting up your system Once your Wi-Fi network is set up, you can add new computers to it. All computers on the Wi-Fi network will share Internet access without needing any cables. Note: To add a new computer to the Wi-Fi network, you ll need your network name and password. See Finding or changing your network name (SSID) and password (WPA-PSK) codes below. To add a new computer to your existing Wi-Fi network: 1. Starting with a computer that is NOT on the Wi-Fi network, insert the Self-Install CD. The self-install software will begin automatically (if you re using a Mac, double-click the Digital Business icon on your desktop). 2. Follow the on-screen instructions until you get to the SELECT INSTALLATION TYPE screen (Figure 6). Figure 6 Select Installation Type screen 3. On the SELECT INSTALLATION TYPE screen, choose Modify existing installation, and then click the Next button. The SELECT INSTALLATION OPTIONS screen will appear (Figure 7). Figure 7 Select Installation options Sept 11 Page 11 of 57

12 Section 2. Setting up your system 4. On the right side of the SELECT INSTALLATION OPTIONS screen, check the box next to Connect this PC to Wireless (Wi-Fi) Network, then click the Next button. 5. Follow the on-screen instructions to finish setting up the computer. Follow steps 1-5 listed above for each computer you want to add to the Wi-Fi network. Finding or changing your network name (SSID) and password (WPA-PSK) codes 1. Starting with a computer that is ALREADY on the Wi-Fi network, insert the Self-Install CD. The selfinstall software will begin automatically (if you re using a Mac, double-click the Digital Business icon on your desktop). 2. Follow the on-screen instructions until you get to the SELECT INSTALLATION TYPE screen. 3. On the SELECT INSTALLATION TYPE screen, choose Modify existing installation, and then click the Next button. The SELECT EQUIPMENT/SERVICES TO INSTALL screen will appear. 4. On the left side of the SELECT EQUIPMENT/SERVICES TO INSTALL screen, check the box next to Set up or Disable Wireless (Wi-Fi) Network, then click the Next button. The SECURITY INFORMATION screen will appear. Your SSID and WPA-PSK codes will be displayed on the screen. If you want to modify the SSID and/or password, carry out the following steps: 1. Click the Modify button to change your codes. 2. Click the code that you want to change, then type the new code. 3. Click Accept to save your change and then click Next. Setting up Broadband Backup Note: Broadband Backup is an optional service (additional charges apply) that can allow you to continue using the Internet (but not phones, faxes, or EFTPOS) even when your DSL connection is lost. If you d like to learn more about Broadband Backup, phone us on and say Digital Business when prompted. Set up your Broadband Backup using the Self-Install CD. How do I know when it s working? The Broadband Backup modem has two LEDs: one for power and one for data ( Figure 8). Figure 8 Broadband Backup modem The Power light will always be solid blue when the modem is working and power is supplied. Sept 11 Page 12 of 57

13 Section 2. Setting up your system The Data light will flash blue when you re connected to the Internet using your everyday DSL connection. If you lose your DSL connection, then the Data light will stop flashing and become solid. Installing Your Digital Phone Install your digital phone or phones as per the instructions on your Self-Install CD. Setting up MessageBank number on your Digital Phone To set up your MessageBank for the first time: 1. Press the Messages button, or dial 101, to access your Voic box. 2. Follow the prompts to setup your Voic greetings etc., or dial to configure your MessageBank. For more information on how to use your digital phone, see Using Your Digital Phone. Sept 11 Page 13 of 57

14 Section 3. Setting up and using your Services MessageBank (Receiving Messages) Your Digital Business service includes MessageBank Voic at no additional charge, and also allows you to have incoming messages ed to any address you choose. Note: Unless you delete them, all Digital Business Voic messages will be stored for seven days after you listen to them. Messages that you don t listen to will be stored for 14 days. If you want to keep your messages longer at no extra charge, see Voice to below. Using MessageBank You must use a Digital Business phone to set up MessageBank the first time. Just press the messages button on your digital phone or dial 101 and then follow the prompts to set up a PIN and the outgoing message (the message your callers will hear). Checking Your Voic To access MessageBank from any phone within your Digital Business service, press the messages button or dial 101 and follow the prompts. To access MessageBank from another phone within Australia, dial To access your MessageBank from overseas, dial When accessing MessageBank from a phone outside your Digital Business service, you ll be asked to enter your PIN and Digital Business phone number, including the area code. Changing your outgoing message To change your outgoing message (the message callers hear): 1. Access MessageBank, and then press 3 for Mailbox Setup. 2. Press 1 for Personal Greeting, then 1 again to record your greeting. Changing your PIN To change your PIN: 1. Access MessageBank, then press 9 for the Main Menu. 2. Press 3 for the Setup menu. 3. Press 3 again for the PIN Change menu. 4. Follow the instructions that are provided over the phone. Voice to Your Digital Business service includes the option to have Voic messages delivered to your address. This free service can help you hear and respond to the most important Voic s first. Also, Voic s that have been delivered to your program can be downloaded and saved on your computer. Voice to messages will come from the address Voic @mymessages.telstra.com. To make sure that messages from this address are not considered spam by your service, please add this address to the spam filter of your favourite client. Sept 11 Page 14 of 57

15 Section 3. Setting up and using your Services Note: Your Voice to service must be set up over the phone with a Digital Business Consultant. If you would like to turn it on or off, or change the associated address, phone us on and say Digital Business when prompted. Listening to a Voice to message Voice to messages will have a.wav file as an attachment. The.WAV file contains the voice message. When you get an containing a Voice to message, just open the attachment as you normally would. The attachment will open in your default audio player and play the message. Deleting a Voice to message If you delete the or attachment, the Voic message will still be available from the MessageBank Voic system for up to 14 days. If you click the red Delete button within the message, the Voic message will be permanently deleted from Telstra s MessageBank Voic system, but you will still be able to play it by opening the attachment. Managing Calls with CommPilot Digital Business gives you flexibility in how you manage your phone calls. This can be done online with CommPilot. To login to CommPilot: 1. Visit the Digital Business Tools page at telstra.com/digitalbusiness/tools. 2. Click the Login button next to Manage your Digital desk phone (CommPilot). The CommPilot Login page will open. 3. Type your user ID and password, and then click the Login button. Note: You can find your account number and original password in the Configuration Summary you received when you signed up for Digital Business. If you can t logincheck with your administrator, or phone us on and say Digital Business when prompted. For detailed information on using CommPilot, refer to CommPilot User Guide and CommPilot Administrator Reference Guide on telstra.com/digitalbusiness/support Call Forwarding Call forwarding allows you to have calls to your digital phone automatically forwarded to a di fferent phone number that you choose. For example, if you ll be away from the office, you can set up CommPilot so that calls to your office phone are forwarded to your mobile phone. There are four kinds of call forwarding: Always: Every call will automatically be forwarded to the number you choose. Busy: Calls will be forwarded only when the phone being called is busy. No Answer: Calls will be forwarded after a certain number of rings. Not Reachable: Call will be forwarded when your Digital Business phone is not accessible or inactive To customise your Call Forward settings using CommPilot, follow the steps below: 1. From the links to the left of the CommPilot Home page, click the Incoming Calls link. The Incoming Calls page will open (Figure 9). Sept 11 Page 15 of 57

16 Section 3. Setting up and using your Services Figure 9 Incoming Calls page 2. Click the link for the type of call forwarding you want to set up ( Always, Busy, or No Answer). You can always change your preference later, or combine two types of call forwarding. 3. Click the On radio button. 4. Enter the phone number that you want to forward calls to. If you re setting up Call Forwarding No Answer, then you ll choose the number of rings before the call is forwarded. If you re setting up Call Forwarding Always, then you ll choose whether to turn on Ring Reminder. Ring Reminder allows your Digital Business phone to ring once when a call is forwarded. This reminds you that forwarding is on. 5. Click OK to save your change. Call Forwarding is turned on. Note: To turn Call Forwarding off, follow steps 1-3 above, but choose Off in step 3, then click OK. Simultaneous Ring Note: If Call Forward Always is turned ON, this feature will not work. Turn on Simultaneous Ring to have other phones ring at the same time as your digital phone. Fo r example, if you re not sure where you ll be, you could turn on Simultaneous Ring to have your office, home phone, and mobile phone ring at the same time. Whichever phone you pick up will get the call, and the others will be available for other calls. Note: If one of the other phones goes to Voic before the digital phone, then your message will be waiting on that phone s Voic system. To turn on Simultaneous Ring: 1. From the links to the left of the CommPilot Home page, click the Incoming Calls link. The Incoming Calls page will open (see Figure 9). 2. Click Simultaneous Ring Personal. The Simultaneous Ring Personal page will open (Figure 10). Sept 11 Page 16 of 57

17 Section 3. Setting up and using your Services Figure 10 Simultaneous Ring page 3. Click the On radio button, and then choose how to handle incoming calls by selecting or deselecting Don t ring my Simultaneous Ring Numbers if I m already on a call. 4. In the Phone Number/SIP-URI field type the phone number (including area code) of the other phone (this should be a 10 digit number) to ring simultaneously with your digital phone. 5. Click Apply. 6. Repeat steps 4 and 5 until you ve added all the numbers that you want to ring simultaneously. 7. Click the OK button at the bottom of the screen to save your change. Simultaneous Ring will be turned on immediately. Note: To turn Simultaneous Ring off, follow Steps 1-3 above, but choose Off in Step 3, then click OK. Sequential Ring Note: If Call Forward Always is turned ON, this feature will not work. Turn on Sequential Ring to have an incoming call ring the phones you choose, in the order that you want. For example, let s say that you re usually at the office, but sometimes you re in the warehouse, and sometimes in the field. You can set up Sequential Ring so that if you don t answer a call to your office phone, the caller hears a message saying to hold while you re being found. The call would then be transferred to your warehouse phone, and if you don t answer there, to your mobile phone. You will need to specify which phones to ring (up to 5), and how many rings each phone should have before Sequential Ring tries the next one. To turn on Sequential Ring: 1. From the links to the left of the CommPilot Home page, click the Incoming Calls link. The Incoming Calls page will open. 2. Click Sequential Ring. The Sequential Ring page will open. 3. Enter the phone numbers, the order you want them to ring and other options. Choose whether to require an Answer Confirmation (see note below). Note: An Answer Confirmation means that the person answering will be asked to press a button to accept the call. This prevents Sequential Ring from releasing the call to Voic . 4. Click the Add button. The Sequential Ring Add page will open. 5. Choose when you want Sequential Ring to be in effect and other options. Note that you can limit Sequential Ring to work only when certain people call (like your boss, or your spouse). Sept 11 Page 17 of 57

18 Section 3. Setting up and using your Services 6. Click the OK button to save your change and return to the main Sequential Ring page. Your new Sequential Ring entry appears at the bottom of the page with a check in the Active checkbox. You can repeat the steps above, starting with Step 3, to set up different Sequential Ring entries for different times or incoming phone numbers. To turn off Sequential Ring: 1. From the links to the left of the CommPilot Home page, click the Incoming Calls link. The Incoming Calls page will open. 2. Click Sequential Ring. The Sequential Ring page will open with current Sequential Ring entries listed at the bottom of the page. 3. Uncheck the box to the left of the entry you want to turn off. 4. Click the OK button to save your change. The Sequential Ring entry will no longer be in effect. You can reactivate it at any time by returning to the Sequential Ring page, checking the box next to the entry, and clicking the OK button. Note: If you re sure that you ll never need a Sequential Ring entry again, you can delete it. Click the Edit link to the right of the entry, and then click the Delete button. Auto Attendant Auto Attendant is a virtual receptionist that automatically answers incoming calls to your main business number and provides a personalised greeting to callers, such as, to speak with an operator, press 1. You can customise the Auto Attendant menu to provide callers with the option to connect to the operator, dial by extension, or connect to pre-configurable extensions on your Digital Business account. Note: Auto Attendant can be customised only by Administrators. If you do not have Administrator privileges for your Digital Business service, then you will not see the Auto Attendant options when you login to CommPilot. Activate Auto Attendant To activate Auto Attendant, first login to CommPilot as administrator and click on Services in the navigation pane. This will display the page shown in Figure 11. To activate Auto Attendant do the following: 1. Click on Auto Attendant to view the Auto Attendant menu page. Figure 11 The Services page 2. Click on the Active check box (Figure 12) to activate Auto Attendant. Auto Attendant is now activated. Sept 11 Page 18 of 57

19 Section 3. Setting up and using your Services Figure 12 Auto Attendant activation Setting Up Auto Attendant on your existing Main Business Number Your main business number is most likely your Digital Business Core Plan phone number. If you want to use the Auto Attendant feature you will need to redirect all incoming calls to your Auto Attendant number. The Auto Attendant number can be found on the Auto Attendant page (Figure 13). You may also choose to use the default Auto Attendant number as your new business number. If you choose to do so, you will to need make note of your account s Auto Attendant phone number (as circled in Figure 13 below) and communicate it as business primary contact number. All customers calling this number will be greeted with Auto Attendant greeting. Figure 13 Auto Attendant number To redirect all incoming calls you will need to do the following: 1. Click on Group at top of page. 2. Click on Users in the main window. 3. Select Phone Number from left drop down. 4. Select Equal To from right drop down. 5. Enter the main business number in the empty field. 6. Click on Search. This will display the main business number. 7. Click on Edit to display the Profile page. 8. On the Profile page, click the Incoming Calls link. The Incoming Calls page will open (Figure 14). Figure 14 Incoming Calls page 9. Click the link for the type of call forwarding you want to set up (Always, Busy, or No Answer). You can always change your preference later, or combine two types of call forwarding. 10. Click the On radio button. Sept 11 Page 19 of 57

20 11. Enter the Auto Attendant phone number. Section 3. Setting up and using your Services If you re setting up Call Forwarding No Answer, then you ll choose the number of rings before the call is forwarded. If you re setting up Call Forwarding Always, then you ll choose whether to turn on Ring Reminder. Ring Reminder allows your Digital Business phone to ring once when a call is forwarded. This reminds you that forwarding is on. 12. Click OK to save your change. Call Forwarding is turned on and Auto Attendant is now setup on your main business number. Note: To turn Call Forwarding off, follow steps 1-3 above, but choose Off in step 3, then click OK. Customise/Modify Auto Attendant To customise Auto Attendant, do the following: 1. From the Auto Attendant page (Figure 12) click Edit. The following page, Profile, will be displayed. This is the Auto Attendant s profile page from where you can review and configure the Auto Attendant. Figure 15 Auto Attendant Profile page IMPORTANT INFORMATION You will only need to use the Profile function on this page. Do NOT use other functions (i.e.addresses, Password, Voice Portal, Call Application Policies, Call Policies) 2. Click Profile to display the Auto Attendant Modify page (Figure 16). Table 2 below explains the function of each field and link on the Auto Attendant Modify page. An asterisk (*) indicates a mandatory field that must be completed. INPUT Table 2 Fields and features on the Auto Attendant Modify page * Name Name for the auto attendant. DESCRIPTION * Calling Line ID Last Name Auto Attendant s Last name that will be displayed when Caller ID is ON. This can be a person or a department name. * Calling Line ID First Name Auto Attendant s First name that will be displayed when Caller ID is ON. This can be a person or a department name. Department Language Time Zone Business Hours Not Available Only English is available Click the drop-down arrow to choose a time zone. Defines the business hours for the auto attendant. During business hours, callers hear the Business hours greeting and dialling menu. EveryDayAllDay means that no schedule for business hours is in effect. Business Hours can be defined by clicking on the Schedulesoption from the main Profile page after logging in. After you define atime Schedule, it Sept 11 Page 20 of 57

21 Section 3. Setting up and using your Services INPUT Holiday Schedule Business Hours Menu After Hours Menu Scope of extension dialling Scope of name dialling Name Dialling Entries DESCRIPTION will automatically appear in the Business Hours drop down list. See the next section for more detail on modifying the Business Hours. Defines the non-business hours for the auto attendant. On a scheduled holiday or after-hours, callers will hear the after-hours greeting and dialling menu. After Hours/Holiday Schedule can be defined by clicking on the Schedules option from the main Profile page after logging in. After you define the Holiday Schedule, it will automatically appear in the Holiday Schedule drop down list. See the next section for more detail on modifying the Holiday Schedule. Defines the business hours greeting and dialling menu Specifies the description, actions and phone numbers for each number (option) the calling customer is presented with. Please see the following section for more information Defines the non-business hours greeting and dialling menu Specifies the description, actions and phone numbers for each number (option) the calling customer is presented with. Please see the following section for more information Do NOT modify this setting. Do NOT modify this setting. Do NOT modify this setting. 3. When all modifications have been made, click on Apply to save your changes. 4. Click on OK to go back to the Auto Attendant page. To go back to the Auto Attendant page without saving your changes, click Cancel. Customising the Greeting and Dial Menus Figure 16 The Auto Attendant Modify page Customising what your customers hear when they call your business is a good way to enhance their experience of your company. Whether it s routing them quickly to the right area or keeping them engaged while waiting, the Auto Attendant is where the options are held. Options that can be modified include the auto attendant greetings and the dialling menu prompts. An example of a dialling prompt is Dial 1 for Sales. It is recommended that you plan and record a personalised welcome greeting and dialling instruction for your customers. Sept 11 Page 21 of 57

22 Section 3. Setting up and using your Services Note: The recording to be used must be saved as a.wav file. You will need a microphone connected to your laptop/pc to record the greeting. This guide does not cover the production of a.wav file. Refer to your computer Help or documentation. Customising Business Hours To configure your business hours greeting and menu prompts, do the following: 1. Click on the Business Hours Menu link in the Auto Attendant Modify page (see red circle in Figure 16). This will open the Business Hours Menu page (Figure 17). 2. Select either Default Greeting or Personal Greeting. The default greeting plays a generic system recording which does not identify a company by name. The default greeting cannot be modified. Figure 17 Setting the Business Hours Menu options page 3. Select Personal Greeting to play your customised recording. 4. Click Browse to select the audio file on your computer. 5. Click the check box Enable First-Level Extension Dialling to allow callers to skip the welcome greeting by dialling the extension of the person they would like to reach. The caller will be successfully connected to the person they are trying to only if they know that person s extension number. 6. Specify the menu options (Table 3). 7. Make sure that your welcome greeting and dialling instruction, which is the recorded audio file matches the Key, Description, Action and Phone numbers that you create. Under Action you can choose how to handle the calls to the destination number. Click on Help, located at the top right hand side of the page for a description of each option under Action. 8. Click OK to save your changes. The following is an explanation of the Menu options: Table 3 Business Hours menu description OPTION Key Description Action Phone Number DESCRIPTION List of the numbers on the telephone keypad to which you assign actions. Description of where the caller will end-up after pressing the Key above. A drop-down list of actions. Options available are; Transfer with prompt, Transfer without prompt, Transfer to Operator, Name Dialling, Extension Dialling, Repeat menu, Exit. Refer to Help for more information The destination phone that the caller will be transferred to after pressing the Key Sept 11 Page 22 of 57

23 Customise Greeting and Dial Menu for Non-Business Hours Section 3. Setting up and using your Services Click on After Hours at the Auto Attendant Modify page to configure the auto attendant greetings and to specify the dialling menu prompts that customer will use during afterhours or holidays periods. To configure the settings, follow the instructions for Business Hours (see above). More information and help You can find troubleshooting information and more in the CommPilot reference guides here: 1. Visit the Digital Business Support and Setup page at telstra.com/digitalbusiness/support, and then click the Software setup link. 2. Click the link to download either the CommPilot User Guide or the CommPilot Administrator Guide. Keeping Up with Your Data Usage It s easy to check how much data you ve used throughout the month. You can also set up a threshold alert, which lets you know when you get close to your monthly data allowance. Checking your mobile data usage You can check your mobile phone s data usage on your mobile phone. You can also go online to see more details about your account. Note: Your mobile data allowance and usage are shared between your mobile devices on the same Digital Business account. For example, if you have 6 GB of data allowed, you could use 2 GB on one phone and 4 GB on another without incurring extra data charges. To check your data usage via your phone: 1. Visit the Telstra Mobile BigPond website at m.bigpond.com 2. Click My tab at the top of the page. 3. In the My Account section at the top of the page, click the My Data Usage link. To check your data usage online: 1. Visit the Digital BusinessTools page at telstra.com/digitalbusiness/tools. 2. Click the Login button next to Mobile Data Usage Meter. 3. Type your account number and password, and then click the Login button (you do not have to register your account). The main page will open and display your usage. Note: Your Mobile Data username and password are the same as for Online Bill. They can be found in the Online Bill section of the Configuration Summary you received when you signed up for Digital Business. If that username or password doesn t work, click either the Forgotten your username or Forgotten your password link on the Login page. Changing your mobile usage threshold alert Usage Threshold Alerts allow you to receive an or SMS notification when your data usage reaches a certain amount (for example, 80% of your plan s monthly data allowance). You can decide how to receive these messages, or not to receive them at all. To change your usage threshold alert: 1. Login to the Mobile Data Usage Meter website (see Checking your mobile data usage above). 2. From the main page, click the Usage Alerts link from the list of links on the left. Sept 11 Page 23 of 57

24 3. Choose how you would like to be alerted. Section 3. Setting up and using your Services Checking your fixed data usage To check your fixed data usage, you will need to login to the CustData portal. CustData lets you see how much data you ve used, change your usage threshold alerts and more. Note: Your fixed data allowance is shared over all your fixed devices on the same Digital Business account. For example, if your allowance is 30 GB, you could use 20 GB on one computer and 10 GB on the other. To login to CustData: 1. Visit the Digital BusinessTools page at telstra.com/digitalbusiness/support. 2. Click the Login button next to CustData. The CustData Login page will open. 3. Type your account number and password, and then click the Login button. Note: You can find your account number and original password in the Configuration Summary you received before your Digital Business service was activated. If that password doesn t work, click the Forgot your password link in order to reset it. 4. If asked to create a new password, simply follow the on-screen instructions. To check your data usage: 1. From the main CustData page, select Reports from the left-hand menu. 2. Select the type of report you want for the Reports submenu (for example, Monthly). 3. Fill in the date range and other criteria you want to check. 4. Click the Generate Report button to generate and display the report. Changing your fixed usage threshold alert Usage Threshold Alerts allow you to receive an notification when your account usage reaches a certain amount (for example, 80% of your plan s monthly data allowance). To change your usage threshold alert: 1. Login to the CustData website (see Checking Your Fixed Data Usage section). 2. From the main CustData page, click the Service Management link from the left-hand menu. 3. From the Service Management submenu, choose Usage Notification. 4. Choose the notification options that you do not want to receive (or choose I do not wish to receive notification for any of the listed thresholds). 5. Click the Save button. A confirmation message will appear. Your changes will take effect immediately. Accessing your domain details Note: This section is for customers who ordered Domain Hosting Services. If you didn t order it, but would like to, phone us on and say Digital Business when prompted. To see and make changes to your domain settings, you will need to login to T-Suite, Telstra s suite of online applications and services. To login to T-Suite: Sept 11 Page 24 of 57

25 1. Visit the Digital BusinessTools page at telstra.com/digitalbusiness/tools. 2. Click the Login button next to T-Suite. The T-Suite login page will open. Section 3. Setting up and using your Services 3. Type your username and password, and then click the Login to T-Suite button. The T-Suite Home page will appear. Note: You can find your username and original password in the Configuration Summary you received before your Digital Business service was activated. If that password doesn t work, click the Having Problems Logging In link on the T-Suite Login page. 4. If asked to create a new password, follow the on-screen instructions. To change your domain settings: 1. From the T-Suite Home page, hover your mouse pointer over the Options button in the appropriate row, then choose Service Details. The Service Details page will open. 2. Click the appropriate icon in the Action section. If you re not sure what an icon does, hover your mouse pointer over it to see a tip appear. More information and help Go to the Digital Business Support page at telstra.com/digitalbusiness/support and download the T-Suite Domains Start Guide. Sept 11 Page 25 of 57

26 Section 4. Using Your Digital Phone Figure 18 Your Cisco Digital Phone Placing Calls Manually Handset Mode: 1. Lift the handset, wait for dial tone. 2. Dial the number. Figure 19 On the back of your phone Viewing and Managing calls from Call History To view your Redial list, Answered Calls and Missed Calls: 1. Press the Setup button on your phone. 2. Select ` (option 3), the following menu is displayed: Redial List Answered Calls Missed Calls If you want to dial a number from one of these three lists, do the following: 1. Highlight the required list, press the select soft key. 2. Highlight the required number. 3. Press the dial soft key. If you want to save the number into your directory: 1. Press the right arrow on the navigation button. Sept 11 Page 26 of 57

27 2. Press the save soft key. 3. Enter the name of the contact using the key pad. 4. Press the save soft key. 5. Press the setup key. To delete a number from the list: 1. Highlight the name or number. 2. Press the delete soft key. 3. Press the OK soft key. Section 4. Using Your Digital Phone Placing calls from Directory To search for a name and place a call from Directory: 1. Press the dir soft key 2. Select Search (option 2) 3. enter a letter or a keyword, press OK Redialling To redial any recently called number: 1. Press the redial soft key 2. Scroll down to view and select recently dialled numbers 3. Press the dial soft key Putting a call on Hold To put an active call on hold press the hold soft key. To resume a call from hold press the resume soft key. Checking Your Voic (MessageBank ) Your digital phone will let you know when you have unread messages. The red Message light will flash if there is a new message. To access your messages: 1. Press the messages button or dial 101 to call your MessageBank. 2. Follow the prompts to configure your greetings and listen to your Voic messages. Transferring a Call (Blind or Supervised) You can transfer a phone call from your phone to any other phone in your Digital Business service. Note: If you want to cancel the transfer before it s complete, press the Cancel soft key. There are two types of Transfer Blind Transfer and Supervised Transfer. Blind Transfer enables you to transfer a call to another party without announcing the call prior to transfer. To make a Blind Transfer: 1. During a call, press the right arrow on the Navigation key to view the next screen of soft key options. 2. Press the bxfer soft key. 3. Enter the transfer destination phone number. The call is automatically transferred. Sept 11 Page 27 of 57

28 Section 4. Using Your Digital Phone Supervised Transfer enables you to transfer a call to another party with consultation. To make a Supervised Transfer: 1. During a call, press the xfer soft key. 2. Enter the number you are transferring to. 3. Wait until the call is answered, and announce the call. 4. Press the xfer soft key to complete the transfer. If the party refuses the call, press the cancel soft key followed by resume soft key to be returned to the original caller. Making a Conference Call (3-way call) You can have a three-way conversation between yourself and any other two phones. To start a conference call: 1. While on an active call, press the conf soft key. 2. Enter the required number of the new party you want to conference with. 3. Press the conf soft key again when the call connects. All parties are connected in a three -way call. Note: If either of the two other parties hangs up, your call with the remaining party remains intact. If you hang up, the other two parties will also be connected. There can be a maximum of three parties on a conference call. Call Forward Call forwarding allows you to have calls to your digital phone automatically forwarded to a different phone number that you choose. For example, if you ll be away from the office, you can set up CommPilot so that calls to your office phone are forwarded to your mobile phone. There are three kinds of call forwarding: Always: Every call will automatically be forwarded to the number you choose. Busy: Calls will be forwarded only when the phone being called is busy. No Answer: Calls will be forwarded after a certain number of rings. You can customise Call Forward settings using CommPilot as described in Managing Calls with CommPilot/Call Forwarding, or via your digital phone. To customise your call forward options using your digital phone, follow the steps below. Call Forward Always Activation To activate Call Forward Always: 1. Lift the telephone handset. 2. Enter the assigned code * Enter the phone number to which you want calls to be forwarded. 4. Replace the telephone handset. The Call Forward Always service is on. Call Forward Always Deactivation To deactivate Call Forward Always: 1. Lift the telephone handset. 2. Enter the assigned code *73. Sept 11 Page 28 of 57

29 3. Replace the telephone handset. The Call Forward Always service is off. Call Forward No Answer Activation To activate Call Forward No Answer: 1. Lift the telephone handset. 2. Enter the assigned code * Enter the phone number to which you want calls to be forwarded. 4. Replace the telephone handset. The Call Forward No Answer service is on. Call Forward No Answer Deactivation To deactivate Call Forward No Answer: 1. Lift the telephone handset. 2. Enter the assigned code * Replace the telephone handset. The Call Forward No Answer service is off. Call Forward Busy Activation To activate Call Forward Busy: 1. Lift the telephone handset. 2. Enter the assigned code * Enter the phone number to which you want calls to be forwarded. 4. Replace the telephone handset. The Call Forward Busy service is on. Call Forward Busy Deactivation To deactivate Call Forward Busy: 1. Lift the telephone handset. 2. Enter the assigned code * Replace the telephone handset. The Call Forward Busy service is off. Call Waiting Section 4. Using Your Digital Phone Call Waiting allows you to receive another call while you are on the phone. If your Call Waiting is on you will hear a beeping sound in your handset while on another call. Call Waiting Activation To activate Call Waiting: 1. Lift the telephone handset. 2. Enter the assigned code * Replace the telephone handset. The Call Waiting service is on. Call Waiting Deactivation To deactivate Call Waiting: 1. Lift the telephone handset. 2. Enter the assigned code # Replace the telephone handset. The Call Waiting service is off. Sept 11 Page 29 of 57

30 Section 5. Using Microsoft Exchange Online Note: This section is for customers who ordered Microsoft Exchange Online Services. If you didn t order it, but would like to, phone us on and say Digital Business when prompted. Making changes to your account To make changes to your Microsoft Online Services account (like adding or removing a user), you ll need to login to Microsoft Online Services as an administrator (or make sure that your account has Administrator privileges). To sign in to Microsoft Online Services: 1. Visit the Digital Business Tools page at telstra.com/digitalbusiness/tools. 2. Click the Admin Login button next to Microsoft Online Services. The Microsoft Online Services page will open. 3. Type your user name and password, and then click the Sign in button. Note: You can find your username and original password in the Configuration Summary you received before your Digital Business service was activated. If that password doesn t work, click the Trouble signing in link on the Login page. 4. If asked to create a new password, simply follow the on-screen instructions. To add a user: 1. From the main Microsoft Online Services page, click the Add new user link in the Actions section on the right side of the page. The New User screen will appear. 2. Fill in the details for the new user, and then click the Next button. 3. Continue to follow the onscreen instructions. Once you click Finish, the new user will be added and a list of all enabled users will appear. To delete a user: IMPORTANT INFORMATION Deleting a user permanently deletes all information associated with that user s account. This information cannot be recovered once deleted. 1. From the Actions section of the main Microsoft Online Services page, click the View user list link. 2. Click the box next to the user you want to delete to select it. 3. From the Actions section of the page, click Delete user link. A confirmation window will appear. 4. Click the Yes button to permanently delete the user. The user will be deleted. More Information and Help Go to the Digital Business Support page at telstra.com/digitalbusiness/support and download the T-Suite Console Management Start Guide and Microsoft Online Services Start Guide. Setting up and using Microsoft Outlook 2003 Your Digital Business system can easily be integrated to work with Microsoft Exchange. Microsoft Exchange does not comprise part of the Digital Business system and needs to be ordered separately, if you do not have it already installed. Sept 11 Page 30 of 57

31 Section 5. Using Microsoft Exchange Online Note: The following procedures need to be performed at each individual user s computer/client. To set up your Outlook for receiving mails: 1. Start Outlook. 2. On the Tools menu, select Account Settings. 3. In the Account Settings dialog box, make sure the tab is selected and click on New. The Add New Account/Choose Service dialog box will be displayed. 4. Make sure that Microsoft Exchange, POP3, IMAP, or HTTP is selected, and then click on Next. 5. Enter your name (this should be your full name), address (your administrator provides this information. This is the address that was requested at the time of ordering your Digital Business service) and password into the fields shown. Tick the check box Manually configure server settings and then click Next. The Next button will only become active when all the information has been entered correctly into this dialog box. 6. Your user information will be auto-populated. 7. In the Server Information area, enter the following information: Account Type: POP3 (use the drop down to select) Incoming Mail Server: mail.<yourdomain>.com (This is the name of the POP3 server that holds your messages before you download it to your computer, where <yourdomain> is your domain name on the Internet if you already have one or the one purchased with your system). Outgoing Mail Server (SMTP):clientsmtp.<yourdomain>.com (This is the name of the Outgoing server, where <yourdomain> is your domain name on the Internet if you already have one or the one purchased with your system). 8. In the Logon Information area, enter the following information: User Name: This is typically the part of your address to the left of the at symbol (@). Password: Enter your password (if not auto-populated). Click the box next to Remember password to have Outlook remember your account password. At this point, the buttons Test Account Settings and Next, which have been greyed, will become active. 9. Click Test Account Settings. This feature calls a dialog box that displays, in a step-by-step manner, each phase of testing the configuration that you have just entered. A test message is sent to the address just configured to confirm successful setup. Setting up and using Microsoft Outlook 2007 and 2010 To use Office Outlook 2007 or Outlook 2010 with Microsoft Online Services, you must first install and configure the Microsoft Online Services Sign In application. Download and Install the Microsoft Online Services Sign In Application To download and install the Sign In application: 1. In the Administration Center ( on the Support tab, click the Downloads subtab, and then download the Microsoft Online Services Sign In application. 2. When prompted to Run or Save the file, select Run, and then follow the instructions to complete the installation. 3. On the final setup screen, select Start Microsoft Online Services Sign In, and then click Finish. To sign in and configure your applications 1. When the Sign In application opens for the first time, review and accept the service agreement, and then click Next. Sept 11 Page 31 of 57

32 Section 5. Using Microsoft Exchange Online 2. Sign in with the Microsoft Online Services username and temporary password as provided in your Configuration Summary Follow the instructions to change your password, close all browser Windows, and then click Continue. 4. Follow the instructions and then click Apply Configuration. At the end of this process your Outlook 2007/2010 will be configured and ready for use. Setting up and using Microsoft Entourage ( client for Mac ) Before you begin, if you are connecting Microsoft Entourage 2004 or Entourage 2008 to a new Micros oft Online Services account, you must change your Microsoft Online Services temporary password before beginning this procedure (as provided in your Configuration Summary ). You can change your temporary password by going to Software requirements. Macintosh OS X 10.4 and Entourage or Entourage Download and Install the Microsoft Online Services Sign In Application for Mac The Sign In application for Mac automatically configures Entourage to work with Microsoft Online Services. To download the Sign In application for Mac, go to the Microsoft Online Services Sign In for Mac download page ( Download the application and follow the prompts to setup. Checking Your and calendar Note: This section is for customers who ordered Microsoft Exchange Online Services. If you didn t order it, but would like to, phone us on and say Digital Business when prompted. Your Digital Business is a Microsoft Exchange application. You can access your on any smartphones or tablets purchased with your Digital Business service, on any other device that has Microsoft ActiveSync capability. You also have the flexibility to check your and calendar online. Checking and calendar online To view your and calendar online: 1. Log on to the Office Outlook Web Access page at mail.apac.microsoftonline.com. Note: You can find your username and original password in the Configuration Summary you received when you signed up for Digital Business. If that password doesn t work, click the Trouble signing in link on the Outlook Web Access page. Checking and calendar on your mobile Please make sure you have the following information required to configure and synchronise on your mobile device: Username: This is your full Digital Business address, provided by your Administrator. Password: Your Digital Business password. Server: red003.mail.apac.microsoftonline.com Sept 11 Page 32 of 57

33 Section 5. Using Microsoft Exchange Online You can find the set-up guide for most mobile phones from Telstra s Master Your Mobile (telstra.com/business/masteryourmobile). When you are on the page: 1. Select your mobile phone. 2. In the next page, under Shortcuts and Customisation, click on In the drop-down box, select Exchange or Exchange And simply follow the instructions. If your business also uses iphones then download the Exchange Online Mobile Setup (iphone) from telstra.com/digitalbusiness/support. Sept 11 Page 33 of 57

34 Section 6. terminals Installing Analogue Devices - Phones, Faxes and EFTPOS Your Cisco router allows you to connect analogue devices like faxes, older cordless phones and EFTPOS terminals to your Digital Business network. This can be achieved in two ways: 1. Connecting via the two FXS ports on the back of the router (if you have up to two devices), and 2. Connecting via the 2-port Integrated Access Device (IAD) (if you have more than two but up to four devices). Note: If you only have two analogue devices, you do not need an IAD. For more information about which port the analogue device should be connected to look at your Digital Business Configuration Summary , under the Analogue Devices heading. If you have not yet received the required , please call and say Digital Business when prompted. The following paragraphs will lead you through the simple setup so you ll be up and running quick ly. Connecting via the Router Your router should already be installed and operating on your network. To connect an analogue device: 1. Make sure the device is switched off. 2. Connect one end of a telephone cable (the grey cable similar to the one pictured in Figure 20 which has smaller clips than an Ethernet cable) into the analogue device s port. Figure 20 The telephone cable 3. Connect the other end of the cable into one of the two phone ports on the router. IMPORTANT INFORMATION You must connect the cable to the specified port as per the received. 4. The phone ports are grey ports on the router and are labelled PHONE (FXS) 1 and PHONE (FXS) 2 (Figure 21). Sept 11 Page 34 of 57

35 Section 6. Installing Analogue Devices Phones, Faxes and EFTPOS terminals Figure 21 Connecting analogue devices to the router 5. Test for dial tone or operation by switching the device on. Connecting via the IAD 1. Connect the power plug to the wall socket. 2. Connect the other end of the cable to the socket labelled DC 5V Power on the back of the IAD (1) (Figure 22). 3. Switch the power to the ON position at the power socket (2). Figure 22 Connecting the IAD power adapter 4. Make sure there is a green light on the IAD to indicate power to the IAD is on. Connecting the IAD to the Router 1. Connect one end of the blue Ethernet cable into the port called INTERNET on the IAD (1) (Figure 23). 2. Connect the other end of the cable into one of the available yellow Eth ernet ports on the router (2). Sept 11 Page 35 of 57

36 Section 6. Installing Analogue Devices Phones, Faxes and EFTPOS terminals Connecting an analogue device to the IAD Figure 23 Connecting the IAD to the router 1. Make sure the device is switched off and connect one end of a telephone cable (the grey cable similar to the one pictured in Figure 20 which has smaller clips than an Ethernet cable) into the analogue device s port. 2. Connect the other end of the cable into the port number listed. IMPORTANT INFORMATION You must connect the cable to the specified port as per the Configuration Summary you received before your Digital Business Service was activated. Figure 24 Connecting analogue devices to the IAD 3. The phone ports are green ports on the IAD and are labelled PHONE 1 and PHONE 2 (Figure 24). 4. Test for dial tone or operation by switching the device on. Sept 11 Page 36 of 57

37 Section 7. Remote Working (working away from your office) Remote working allows users to connect to the organisation s local area network from exte rnal locations, for example from home. To enable this functionality a username and password must be created for the organisation and for each individual user. The organisation is also referred to as the Group. To setup Remote Working there are two steps involved: Setting up Remote Working on the router, and Setting up the Remote Working client on individual PCs. Note: Remote Working is helpful for sharing private data on your network (for example using a shared hard drive). If you don t share data then you don t need remote working. You must use the Self-Installation CD to configure Remote Working on the router. The Self -Install CD must also be used to install the remote working software on each user s PC. Note: Your computer or laptop must meet the following minimum system requirements in order to install, configure and use the Remote Working (VPN) feature: COMPUTER OPERATING SYSTEM REQUIREMENTS Computer with Pentium class processor or greater, including Tablet PC Windows 7 (32/64 bit) Windows Vista (32/64 bit) Windows XP 32 bit Microsoft TCP/IP installed (Confirm via Start > Settings>Control Panel>Network>Protocols or Configuration) 50 MB Hard Disk space 256 MB RAM Apple Mac Mac OS X Version 10.6 or later 50 MB Hard Disk space PPC or Intel processor Set-up Remote Working on the Router for your Business To setup remote working on the router, do the following: 1. Connect the PC to the Router using an Ethernet cable. Insert the Self-Install CD. Windows: The installation will begin automatically. If the installation does not begin automatically, navigate to the CD drive on your computer and double-click the file called setup.exe. Mac: A Digital Business icon will appear on your desktop. Double click it to begin the installation. 2. On the Self-Installation welcome screen, press the Next button until you arrive at the SELECT INSTALLATION TYPE page. Sept 11 Page 37 of 57

38 Section 7. Remote Working (working away from your office) Figure 25 Installing Remote facilities 3. Select Modify existing installation and press the Next button (Figure 26). Figure 26 Modify Existing Installation 4. To set-up or disable Remote Working for your company, click on the Set up or Disable Remote Working (VPN) check box (see Figure 27) and press the Next button. Figure 27 Set up or Disable Remote Working 5. On the Confirming Your Installation Selections page (Figure 28), click on Start Installation. Sept 11 Page 38 of 57

39 Section 7. Remote Working (working away from your office) Figure 28 Confirm Selections 6. After selecting Start Installation you will see the following page (Figure 29). This page has two intermediate steps. 7. First step is to create the company s secure credentials. Complete the section Company Security by creating a unique Remote Working Group Name and Password. Figure 29 Remote Working (VPN) Setup - Company Credentials 8. Second step is to create usernames and passwords for each employee whom you wish to provide remote working access. This is completed under the section User Security. Create each employee s username and password and click on Add. Sept 11 Page 39 of 57

40 Section 7. Remote Working (working away from your office) Figure 30 Remote Working (VPN) Setup - User Security 9. Repeat the steps for each additional user who requires remote access. NOTE: you must inform each user of the Username and Password that you have created for them. 10. Press Next when you have created all user s credentials. 11. You will see the following important page (Figure 31). This page contains a summary of your company s remote working credentials and users that have been provided remote access. Figure 31 Remote Working (VPN) Installation Settings 12. Click on the link named installation files (Figure 32) and you will see a list of files that have been copied into the Digital Business folder on your PC (Figure 33). Sept 11 Page 40 of 57

41 Section 7. Remote Working (working away from your office) Figure 32 Installation files link 13. Now you are ready to install the remote working software on each user s PC. Prior to doing so you must provide each user with the TelstraDB.PCF file, which is found in the Digital Business folder on your PC. Ask each user to save this file on the PC they will use to remotely access your company s network. Click Print Installation Settings to have a copy of the credentials created and press Cancel to exit. Figure 33 Customisation details Set-up Remote Working Client on individual PCs Each user s PC must be individually configured to enable Remote Working (see Note). Insert the Self-Install CD on each user s PC and follow the steps below. BEFORE YOU PROCEED You must copy the TelstraDB.PCF file from the initial PC used to configure the router (see Set-up Remote Working on the Router for your Business) on to each other PC to be configured for Remote Working. For Windows Users 1. Press the Next button until you reach the screen below (Figure 34). 2. Select Modify existing installation and click Next. 3. Select the Setup this PC for Remote Working (VPN) check box (see Figure 35 and Figure 36) and click the Next button. Sept 11 Page 41 of 57

42 Section 7. Remote Working (working away from your office) Figure 34 Setup Remote Working (VPN) Client on PC 4. Click Start Installation Figure 35 Select Options Figure 36 Confirm and start installation 5. When you see the following screen click Locate and select the TelstraDB.PCF file provided in the previous section (see Set-up Remote Working on the Router for your Business). Sept 11 Page 42 of 57

43 Section 7. Remote Working (working away from your office) Figure 37 Client Setup 6. Click Next. The Installation CD will start configuring the PC and installing required Cisco Systems VPN Client application in the PC. You will see the following screen, if the installation was successful. Figure 38 Successful client installation 7. Click OK and restart the PC. You are now ready to use the Remote Working application. For MAC Users Note: Remote Working is only available for MAC OS X version 10.6 and onwards. 1. Open Systems Preferences and select Network under subsection Internet & Wireless (Figure 39). Sept 11 Page 43 of 57

44 Section 7. Remote Working (working away from your office) Figure 39 Apple Mac System Preferences 2. Click the + button in the Network window (Figure 40) to create a new Remote Working connection. The small dialog box shown in Figure 41 will be displayed. Figure 40 Clicking the '+' button Figure 41 The Network dialog Sept 11 Page 44 of 57

45 Section 7. Remote Working (working away from your office) 3. Change the Interface to VPN, change the VPN Type to Cisco IPSec, and into Service Name enter a name of your choice (Figure 42). Figure 42 Setting custom details 4. Click the Create button and the Service will appear in the left column (Figure 43). Figure 43 Network Settings Dialog Now you are ready to configure the user s computer to remotely connect to the router. You will need the TelstraDB.PCFfile, which was provided in the previous section (see Set-up Remote Working on the Router for your Business), to complete the next steps. 1. Open the PCF file and note the following information (Figure 44): Host IP address GroupName GroupPwd These are unique to your business router. Sept 11 Page 45 of 57

46 Section 7. Remote Working (working away from your office) Figure 44 System details 2. Enter the following details in the Network dialog (Figure 43): Server Address: Use the Host IP address Account Name: Use the username created for this user Password: Use the password created for this user 3. Click Authentication Settings and the dialog box shown in Figure 45 will be displayed. Sept 11 Page 46 of 57

47 Section 7. Remote Working (working away from your office) Figure 45 Final details 4. Complete the Machine Authentication form using the GroupName and GroupPwd o Shared Secret: Use the GroupPwd from the TelstraDB.PCF file o Group Name: Use the GroupName from the TelstraDB.PCF file 5. Click OK and click Apply. You are now ready to remotely access the router. Test your connection by doing the following: 1. Click on Connect (Figure 46). The window shown in Figure 47 will be displayed. Figure 46 Connect to remote session Sept 11 Page 47 of 57

48 Section 7. Remote Working (working away from your office) Figure 47 Remote Working (VPN) Connection login screen 2. Enter the password that was created for this user and click OK. If the connection was successful you will see the following: Using Remote Working Figure 48 Successful connection Note: To use Remote Working Client you must be connected to the Internet. For Windows Users To use Remote Working, do the following: 1. Click the Windows Start button. Then select All Programs, and Cisco System VPN Client, and VPN Client (Figure 49). The VPN Client window shown in Figure 50 will be displayed. Figure 49 Remote Working (VPN) Client icon 2. Select the TelstraDB and click the Connect icon. You will be prompted to enter your username and password. Sept 11 Page 48 of 57