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Cisco Personal Assistant 1.4 Installation and Administration Guide
OL-4590-03
Chapter 4 Configuring Personal Assistant
Setting Up Systemwide Rules
Step 6 In the LDAP Search Filter field, enter the LDAP search filter that defines the group. You must know the
correct LDAP expression used by your corporate directory, and the specific names of the fields in your
directory, to create a valid filter. If you are using an LDIF file, Personal Assistant uses this filter, along
with information from the file, to create the hierarchies.
To see if the expression is valid and returns the entries that you expect, click Test Fi lte r.
Step 7 Click Save. Personal Assistant adds the node to the list of nodes.
Tip To change a node, click it in the list of nodes. Personal Assistant opens the Update Hierarchy Node page,
where you can change certain node characteristics. You cannot change the hierarchy type. To change the
hierarchy type, you must create a new node of the desired type.
The list of nodes includes a count of the number of entries in the corporate directory that match the node
filter. This number is determined when Personal Assistant refreshes directory information.
Setting Up Systemwide Rules
You can set up rules to apply to all calls that come through the Personal Assistant system. For example,
you might want to send all calls to user voice mailboxes after regular work hours.
To set up systemwide rules, you create and activate systemwide rule sets, and turn on systemwide rule
processing. Turning on systemwide rule processing involves setting the conditions under which
Personal Assistant applies active rules to incoming calls.
For example, you can create and activate a systemwide rule set with a single rule to direct calls to voice
mail. You set the systemwide rule processing condition to “Apply System Rules When No User Rule is
Applicable.” A user activates a rule set with the single rule, for example to forward calls from the
extension 1234 to a mobile phone number. When a call comes in for that user from extension 1234,
Personal Assistant determines that the user rule applies, and applies it. When a call comes in for that user
from any other extension, Personal Assistant determines that the user rule does not apply and uses the
systemwide rule to forward the call to the user voice mailbox.

Creating and Activating Systemwide Rules

To create and activate systemwide rules, you set up destinations and destination groups, callers and caller
groups, a personal address book, and rules and rule sets, in much the same way a user would.
However, when creating systemwide rules, in addition to regular destinations, you can select from one
of five virtual destinations—User Work Phone, User Home Phone, User Mobile Phone, User Pager, User
Voice Mail—that map to actual user destination values when a rule is applied.
You can also use the call-forwarding rule tester to see how Personal Assistant would forward an
incoming call based on your systemwide rules. Note that the call-forwarding rule tester for systemwide
rules always assumes that the option Always Apply System Rules is selected.
For example, you can create the rule “Direct the call to destination User Voice Mail and do not screen
the call.” When Personal Assistant intercepts a call, it searches the directory for the user voice mail
number, and routes the call there.