Nortel Networks AS 5300 manual Logging on to the Personal Agent

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When timing or logging out of the Personal Agent, you see the pre-login banner instead of the login screen.

Note: You cannot access Personal Agent functionality unless you acknowledge the pre-login banner. The pre-login banner is presented only if the system administrator configures it.

Note: When you access the Personal Agent through the Multimedia PC Client or Provisioning Client, you do not see the pre-login or post-login banners.

Logging on to the Personal Agent

Warning: Your system administrator can implement a lockout duration for when the maximum number of failed log on attempts is reached. For more information, contact your system administrator.

To log on to the Personal Agent, perform the following steps.

1Enter your user name (for example: you@yourcompany.com) and password in the Personal Agent Login page.

2Click Login.

After you log on, the Personal Agent Quick Start page appears.

Tip: On the Welcome to Personal Agent logon screen, click the Remember my username check box if you would like the system to remember your username.

NN42040-105

Personal Agent User Guide

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Contents Nortel AS Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Contents Customizing your Personal Agent Using your directories Address Book Search Criteria Other changes New in this releaseRevision history NN42040-105 Nortel AS 5300 Release 1.0 Standard June Audience Getting startedText conventions Acronyms How to get helpRelated publications Understanding your Personal Agent Using your Personal AgentBefore you begin Personal Agent services and featuresRecommended hardware and software requirements Minimum hardware and software requirementsUseful terms to know Service packageFriends AddressGlobal address book Personal address bookPresence Following table describes the different Presence states Accessing the Personal Agent for the first timePersonal Agent log on Acknowledging the pre-login bannerLogging on to the Personal Agent takes three steps Logging on to the Personal Agent Acknowledging the post-login banner Navigating the Personal Agent interface Navigating the Personal Agent Quick Start Service/Feature DescriptionExiting the Personal Agent Using the online HelpNN42040-105 Nortel AS 5300 Release 1.0 Standard June Customizing your Personal Agent Field Description Modifying your contact informationChanging your password Selecting a picture Specifying a new reason Specify reasonsReordering the list of reasons Adding a new day and time range Configure My TimesModifying a day and time range Renaming a day and time range Creating a subject list for your IP Phone calls Modifying your Nortel IP Phone settingsPersonalizing your presence Changing the order of the subject listLogging off from your active phones Viewing and modifying your available servicesViewing your service package information Service Package option Description NN42040-105 Personal Agent User Guide Viewing and modifying your Watchers List Modifying your Auto presence service Setting up a Banned watchers listViewing and modifying your Unified Communications details Configuring your greeting messageConfiguring your email preferences Modifying your current greeting settingsChanging your PIN Configuring recording time for incoming voicemail messages Controlling your automatic loginViewing and modifying your Meet Me conferencing details Configuring Calling Line Identification NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Understanding Personal Agent address books Using your directoriesUsing your personal address book Sorting your contacts Viewing your contacts in List viewField Search criteria Nickname Searching for a contactViewing your contacts in Card view Calling a contact in your personal address bookViewing details about a contact Adding a contact to your personal address book Managing your contacts in your personal address bookEditing a contact-List view Editing a contactAdding a new group Deleting a contactEditing a contact-Card view Rename Designating a contact as a FriendAccessing the global address book Using the global address bookField Search criteria Searching for users in the global address bookInitiating a call to a global address book user Working with the global address book-List viewSorting users Viewing details about a userWorking with the global address book-Card view Message Adding address book entries appears Adding global address users to your personal address bookViewing call logs Using your call logsSaving contacts from the call log information Calling contacts in the call logClearing call log information NN42040-105 Nortel AS 5300 Release 1.0 Standard June Using your Personal Agent Routes Wizard Understanding the Personal Agent Route wizard Understanding RoutingUnderstanding the Route wizard steps Using the Personal Agent Route wizardNavigating the Route wizard Conditions Initiate actionSpecifying users from the global address book Specifying contacts from your personal address bookSpecifying telephone numbers Specifying groupsSpecifying a condition for Unavailable Busy Specifying a condition for an anonymous incoming callSpecifying day and time ranges Actions Specifying an ordered list Specifying ordered listsNN42040-105 Personal Agent User Guide Specifying a rejection message ExceptionsSpecifying an e-mail request Click the Make this route active check box FinishNN42040-105 Nortel AS 5300 Release 1.0 Standard June Address Book Search Criteria Field Example search criteria Results Personal address book search criteriaNN42040-105 Personal Agent User Guide Global Address Book search criteria Starting with last name appends * to NN42040-105 Nortel AS 5300 Release 1.0 Standard June Index Searching for a contact NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Page Nortel AS
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