Nortel Networks AS 5300 manual Getting started, Audience, Text conventions

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Getting started

This guide describes the Nortel Personal Agent, a feature-rich online IP telephony solution. Use the Personal Agent to view, manage, and configure your services.

Chapters include:

•“Using your Personal Agent” on page 11

•“Customizing your Personal Agent” on page 25

•“Using your directories” on page 49

•“Using your call logs” on page 63

•“Using your Personal Agent Routes Wizard” on page 67

•“Address Book Search Criteria” on page 81

Audience

This guide is intended for subscribers of the Personal Agent services and features. Nortel recommends that you keep the Personal Agent open while you follow the steps described in this guide.

Screen captures in this guide show Internet Explorer as the default browser. If you use another browser the screen can look different.

Text conventions

This guide uses the following text conventions:

bold text	Indicates the command key or link you need to press or
	click.
	Examples: Press Enter, Click Ok

Personal Agent User Guide

Image 9

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 New in this release Other changesRevision history NN42040-105 Nortel AS 5300 Release 1.0 Standard June Getting started AudienceText conventions How to get help AcronymsRelated 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 packageGlobal address book AddressPersonal address book FriendsPresence Following table describes the different Presence states Accessing the Personal Agent for the first timeAcknowledging the pre-login banner Personal Agent log onLogging 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 messageModifying your current greeting settings Configuring your email preferencesChanging 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 contactCalling a contact in your personal address book Viewing your contacts in Card viewViewing 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 contactDeleting a contact Adding a new groupEditing 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 bookSorting users Working with the global address book-List viewViewing details about a user Initiating a call to a global address book 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 RoutingUsing the Personal Agent Route wizard Understanding the Route wizard stepsNavigating 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 Exceptions Specifying a rejection messageSpecifying 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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