Personal Business Assistant User Guide Version
NetVanta Unified Communications
NetVanta Enterprise Communications Server
619510003-1A October
To the Holder of the Manual
Service and Warranty
Trademarks
Conventions
Notes provide additional useful information
Copyright 2009 ADTRAN, Inc
Conventions
Enterprise Communications Server
Managing Extensions and Identities Options
Table of Contents
3 Customizing Incoming Call Options Overview
7 Faxing Overview Sending Faxes Receiving Faxes
10 Using Elements to Create Call Answering Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Using Standard Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Using Advanced Elements
Accessing your Mailbox for the First Time on page
First-time Access using the Desktop on page
Changing your Password on page
1 Getting Started
The UC Server is integrated with Active Directory
Text
Conventions
Document conventions
Shortcut menus
Starting the Application
First-time Access using the Desktop
Requirements
To start the application
To change your password and record your greetings
Changing your Password
To set the number of rings on your telephone
2. Select Tools Change User Password
Accessing your Mailbox for the First Time
To change the password
To access your mailbox using your telephone extension
Copyright 2009 ADTRAN, Inc
Accessing your Mailbox for the First Time
Enterprise Communications Server
Customizing your Mailbox using your Computer on page
Customizing your Mailbox using your Telephone
Customizing your Mailbox using your Telephone on page
2 Customizing your Mailbox
To manage your greetings
The maximum length of a recorded greeting is 15 minutes
Changing message information
Changing your password
To change your password
Changing the message summary
Managing distribution lists
Changing the notification option
Changing message sorting options
To change the notification option
To edit a distribution list over the telephone
To delete a distribution list over the telephone
Recording and selecting greetings
Customizing your Mailbox using your Computer
Customizing your Mailbox on page
Creating and recording greetings
To create a new greeting
To play a greeting
Playing and deleting greetings
To record a greeting
The maximum length of a recorded greeting is 15 minutes
To delete a greeting
Re-recording and deleting greetings using the Audio Editor
To re-record a greeting using the Audio Editor
The maximum length of a recorded greeting is 15 minutes
To edit a greeting using the Audio Editor
After the current selection Before the current selection
To specify a greeting
Recording one-time messages
Selecting greetings
External greeting
To create a one-time message for a contact
6. From the Insert new audio list, select at the beginning
To change a one-time message for a contact
To delete a one-time message
Copyright 2009 ADTRAN, Inc
Customizing your Mailbox using your Computer
Enterprise Communications Server
To locate an active service using the Identities pane
To change the number of rings using the Identities pane
To edit an active service using the Identities pane
3 Customizing Incoming Call Options
To change a service using the Identities pane
To view the SIP Authentication
Overview on page Accessing your Mailbox using your Telephone on page
4 Managing Messages using your Telephone
Accessing your Mailbox using your Telephone
Listening to Messages Remotely
To listen to your messages from a remote location
Sending Messages from your Mailbox
To send a voice message from your mailbox
To transfer a call directly to a mailbox
Transferring calls to a mailbox
Forwarding messages
To forward a voice message from your mailbox
Replying to messages
To forward a message by email from your mailbox
To call back in response to a voice message
To reply to an internal voice message
To reply to an email message
cancel
To call back in response to an email message
Caller Options
Searching your contacts list
To search your contacts
To skip out to another extension after leaving a message
To bypass a greeting
To skip out from a greeting
To dial an operator
Overview on page Managing Messages in Microsoft Outlook on page
5 Managing Messages using your Computer
Managing Messages in Microsoft Outlook
Managing Messages in Lotus Notes on page
To listen to a voice message
Managing voice messages in Outlook
Listening to voice messages
1. Select File Print
Managing voice messages
To print text or an annotation associated with a voice message
To save the audio component of a voice message
To forward a voice message
To delete a voice message from the inbox
To move a voice message to a different Outlook folder
To view a fax message
Managing fax messages in Outlook
6. Select File Send
To print a fax message
To forward a fax message by fax
To delete a fax message from your inbox
To move a fax message to a folder
7. Select File Send
To forward a fax message by email
Managing Messages in Lotus Notes
Launching Lotus Notes
7. Select File Send
To launch Lotus Notes with the UC Server the first time
Managing voice messages
Managing voice messages in Lotus Notes
Listening to voice messages
To listen to a voice message
To forward a voice message
Managing fax messages in Lotus Notes
To reply to a voice message
To delete a voice message from the inbox
To view a fax message
Sent Items-Fax transmission reports
Managing fax messages
To save a fax message to a folder as a PDF file
Synchronizing your password with Lotus Notes
To change your IMAP4 password in the UC Server
3. Select Tools Options 4. Select the External Systems tab
Playing voice messages
Managing Messages in the Mailboxes Menu in the NetVanta UC client
Managing messages
To open a fax message in the Fax Viewer
To create an email attachment
Using attachments
To play a voice message
To save an email or fax locally as an attachment
Archiving messages
To archive a message
Copyright 2009 ADTRAN, Inc
619510003-1A
Setting the message waiting light on your phone on page
6 Using SIP Telephones
Using SIP Phones on page
Customizing your Phone
Turn on when new message arrives
Setting the message waiting light on your phone
Use system defaults
Turn off when first message is accessed in
To use the message button on a phone with one identity
Using SIP Phones
Accessing voicemail messages
To use the message button on a phone with more than one identity
To perform a blind transfer to another user’s voicemail
Using the NetVanta UC Server conference bridge
Transferring callers directly to voicemail
2. Enter *86Destination mailbox number
Conference option list
To access the conference bridge
Paging
To park a call at the next available number
Parking calls and picking up parked calls
To send a live page
To answer a parked call
Working with call queues
To park a call at a selected park number
To subscribe to a queue
Logging in and out of a queue
Temporarily stop accepting queued calls
To unsubscribe from a queue
To set your agent status to unavailable
Picking up ringing calls
Checking your agent status in a call queue
To set your agent status to available
To configure mobile twinning, see your system administrator
Benefits of using connected call pickup
Requirements for using connected call pickup
Changing phones during a call
To change phones during a call
Copyright 2009 ADTRAN, Inc
Using SIP Phones
Enterprise Communications Server
Overview
7 Faxing
Overview on page Sending Faxes on page Receiving Faxes on page
To send a fax document from another application
Sending faxes from other applications using the ADTRAN Fax Printer
Sending Faxes
Saving a document as a fax to send later
To save a document as a fax
Changing users when sending a fax or saving a fax to send later
To change users when sending or saving a fax
Sending faxes using the Faxes menu in the NetVanta UC Client
To send a fax using the Faxes menu
To specify fax numbers and account code
To preview a fax document
Sending faxes to a specific fax number using the Send Fax element
Managing outgoing faxes
Copyright 2009 ADTRAN, Inc
Sending Faxes
Enterprise Communications Server
Zoom in Zoom out
Enterprise Communications Server
Sending Faxes
Rotate single page Rotate entire document
To rename a fax document
To print a fax document
To print the first page only of a fax document
To delete a fax document
Select a folder to view its contents
To copy a fax document
To create a folder for fax documents
To view an individual fax listed in the fax queue
Viewing the fax queue and status
To view the fax queue
To change recipients or fax numbers of a fax listed in the fax queue
4. Select Add to list
To reschedule transmission of a fax listed in the fax queue
To forward a fax listed in the fax queue
To suspend transmission of a fax listed in the fax queue
To delete a fax listed in the fax queue
Using fax cover pages
Creating fax cover pages
To create a new fax cover page
Customizing fax cover pages using the Fax Cover Page Editor
To access the Fax Cover Page Editor
Inserting and changing labels and message information
Recipient’s Name
To insert an information label
Recipient Sender Message
To reposition a label on the canvas
To change label content
Using the tool palette to customize fax cover pages
To change the font and style of a label or field
To insert a shape
To reposition a shape on the canvas
To draw a line
To change the shape and size of a shape
To delete a shape
To change or reposition a line
To insert a bitmap
Using the Alignment tools to customize fax cover pages
To insert text in a text box
To move a shape to the front/back in relation to a second shape
To align two or more objects on the canvas
Managing fax cover pages
To space two or more objects evenly across/down the canvas
To preview a fax cover page
To delete a fax cover page
To rename a fax cover page
To copy a fax cover page
To edit a fax cover page
Sending cover pages only using Quick Fax
To send a cover page only using Quick Fax
5. Select File Save
“When phone rates are discounted” means at midnight of the same day
Receiving Faxes
Notifying users of an incoming fax on a shared voice and fax identity
To add a user to a distribution list
8 Creating Distribution Lists
To create a personal distribution list
To delete a user from a distribution list
To copy a personal distribution list
To change distribution list information
To rename a personal distribution list
2. Select Duplicate
Overview on page Managing Services on page
9 Creating Custom Call Answering Services
Accessing Services
Using the Service Editor on page
Managing Services
To create a service
To preview a service
Working with services
To copy a shared service
To activate a service on your extension
To copy a service
Creating and changing service folders
To rename a service
To delete a service
To rename a folder
To store a service in a folder
To create a folder
To copy a folder
To access the Service Editor
Using the Service Editor
The Service Editor
To view an element
To add an element to the call flow
Working with Elements to Build a Service
To initiate a call flow for a new service
To create a service
To link existing elements
Using and deleting links
To delete a link between two elements
To delete an element from the canvas
Customizing Services using Parameters
Creating loop-back links
To create a loop-back link
To view parameters
Validating Services
To validate a service
Troubleshooting Services
To view service warning logs
Overview on page Using Standard Elements on page
10 Using Elements to Create Call Answering Services
User context and service elements
Using Advanced Elements on page
How elements affect user context
Selecting values within elements using the value selector
Synchronizing contacts
Select the Tools menu Synchronize contacts
Allowing callers to make temporary recordings within a service
Copyright 2009 ADTRAN, Inc
Overview
Enterprise Communications Server
Play One-time Message element
Using Standard Elements
Hang-up element
Play Announcement element
Database Values
Play
Greeting type
Announcements
To enable the Play status message mode for greetings
10. Select File Update
To play a greeting from a mailbox using a Play Announcement element
Menu element
To set selection keys on a Menu element
To set call flow according to an unknown phone number category
Flow control element
Routing incoming calls based on phone numbers
3. Select Contacts Unknown
To set call flow according to time restrictions
Routing incoming calls based on times and days
To enter a phone number manually
Voicemail element
Deliver Messages element
1. Select the telephone icon
To specify a transfer target for the Transfer Call element
Transfer Call element
To delete a target phone number from the list for Deliver Messages
Assisted Transfer element
To specify a call number for the Assisted Transfer element
Notify Pager element
To specify a pager number for the Notify Pager element
Send Email element
To specify an account code for the Notify Pager element
Send Fax element
To specify a custom notification
To include a cover page for the Send Fax element
To specify a fax number for the Send Fax element
To specify a list of faxes for a Send Fax element
Latest Fax in Mailbox All Faxes in Mailbox
To send faxes in your mailbox using a Send Fax element
Receive Fax element
All Unread Faxes in Mailbox
Using the Receive Fax Element in a Service
Using the Receive Fax service
Fax-on-demand element
Creating a Receive Fax service to receive fax notifications
Receive Fax Service Example
Page
Enterprise Communications Server
Using Advanced Elements
Using Advanced Elements
Copyright 2009 ADTRAN, Inc
Record Announcement element
Instructing callers how to make a recording
Recording an announcement
Internal Greeting External Greeting Out-of-Office Greeting
Recording a greeting
Recording a temporary recording
Mailbox Identifier
Recording into a database
within a service on page
To enable callers to change an announcement in a database
Advanced Record Announcement Options
Beep before recording Review message menu
To set Take Message specifications
Take Message element
To limit the length of a recorded message
To set Take Message specifications
Advanced Menu element
To set selection keys on a menu
Beep before recording Review message menu
To remove a selection key from a menu
Change Mailbox Password element
Manage Mailbox element
Verify Password element
Gather Digits element
Loop Counter element
Text To Speech element
Compare Data element
To specify the number of digits to gather
Create Log Entry element
To direct a caller using the Compare Data element
To specify types of information using the Create Log Entry element
Applications for the Execute Program element include the following
Overview on page Using Prerecorded Announcements on page
11 Using Announcements in Call Answering Services
Using Prerecorded Announcements
Recording Announcements on page Managing Announcements on page
To preview a prerecorded announcement
To select a prerecorded announcement for an element
Recording Announcements
To record an announcement
Creating and recording announcements
To create an announcement
Changing announcements
Audio commands
9. Select File Update
The maximum length of a recorded announcement is 15 minutes
Deselect the waveform by selecting anywhere in the waveform
View and select commands
Process commands
To select part of the waveform
To delete part of an announcement
3. Select View Zoom to Fit All
10. Select File Update
8. Select play to review the selected portion of the announcement
To add to an announcement
3. Select View Zoom to Fit All
Increase Volume Decrease Volume Maximize Volume
14. Select File Update
To change the volume of a recording
7. Select File Update
To put an announcement in a folder
Managing Announcements
To create a folder for announcements
To copy an announcement
Copyright 2009 ADTRAN, Inc
Managing Announcements
Enterprise Communications Server
Using Database Elements on page
12 Using Databases in Call Answering Services
Accessing Data using Database Service Elements on page
Managing Data Sources
To add information in a user data table
The Add button is editable and might have a different title
To change information in a user data table
To delete a row in a user data table
Value
Data Type Definitions
Data Type
Examples
Accessing Data using Database Service Elements
Using the Data Source Selector
To specify a data source for an element
You can also type a filter value manually in the filter value box
Description
Table 12-1 System values
Name
Example Format
Table 12-1 System values Continued
Using Database Elements
Table 12-2 Database elements
Sorting data rows
Fetch Data element
Fetch Data results
Dial for Data element
Selecting a row of data
Dialing for Data results
Sorting data rows
Add Data element
Selecting a row of data
To delete a field assignment for the Add Data element
Delete Data element
To specify a source and fields for the Add Data element
Update Data element
To specify field assignments for the Update Data element
Move Current Row element
Applying the move current row element
Prompt for Current Row element
Caller prompts
Prompting callers when more than one row is returned
Caller input and results
Importing and Exporting Items
13 Importing and Exporting
Starting the Import/Export Wizard
Overview on page Starting the Import/Export Wizard on page
To export an item
Setting General Options on page
14 Setting Options
Setting General Options
Setting Message Delivery Options on page
1. Select Tools Options
Setting Message Delivery Options
To change your message waiting light behavior
1. Select Tools Options 2. Select the Message Delivery tab
To specify a default account code
To specify conditions to cancel Active Message Delivery
To set the number of minutes to wait between delivery attempts
Customizing your Mailbox
To set the message summary mode using the desktop
Disabled Quick Verbose
Sorting messages
To turn password verification on or off
Turning password verification on or off
To turn message information on or off using the desktop
Turning message information on or off
1. Select Tools Options 2. Select the Integrated Messaging tab
Setting Integrated Messaging Options
To specify display options for new LMS messages
To change the new LMS message notification sound
1. Select Tools Options 2. Select the External Systems tab
To change the IMAP user password
Compressing Voice Messages
To set the level of voice message compression
Copyright 2009 ADTRAN, Inc
Compressing Voice Messages
Enterprise Communications Server
Symptoms
15 Troubleshooting
Troubleshooting Message Waiting Indicators
Solution
Symptoms
Troubleshooting the NetVanta UC Server
Solutions
Possible Causes
Solution C Uninstall all software and reinstall
Using the NetVanta UC Server Logs
Solution B Uninstall the third-party antivirus or firewall software
Managing NetVanta UC Server Alerts from Windows SBS
Errors and Warnings Alert Notifications
To view system errors and warning logs
To acknowledge the alert notification
To access the NetVanta UC Server alerts from Windows SBS
To remove old log entries
Managing logs
To retrieve and view a log
2. Select Clear log
Entries created before a specific date
Everything Entries created before today
Entries created before the beginning of the month
To archive a log
Not all errors and warnings necessarily require action
Troubleshooting warning log entries
To export a call log using the Import-Export wizard
To delete a log archive
To access the NetVanta UC Server product and service information
Accessing Documentation and Training
Accessing Technical Support
Copyright 2009 ADTRAN, Inc
Accessing Technical Support
Enterprise Communications Server
Account Codes
Active Service
Appendix A - Glossary
Active Message Delivery
Greetings
DTMF
Fax-on-demand
Identities
User
Remote mailbox management
Text-to-speech
Unified Messaging
Copyright 2009 ADTRAN, Inc
Appendix A - Glossary
Enterprise Communications Server
4. Select Install UC Client
Appendix B - Installing the NetVanta UC Client Application
To install the application
