BroadWorks Application Server User Web Interface ......APPLICATION SERVER USER WEB INTERFACE...

Application Server User Web Interface

Administration Guide

Release 14.0 Document Version 5

220 Perry Parkway Gaithersburg, MD USA 20877 Tel +1 301.977.9440 Fax +1 301.977.8846

WWW.BROADSOFT.COM

APPLICATION SERVER USER WEB INTERFACE ADMINISTRATION GUIDE 10-BD5122-00 ©2008 BROADSOFT INC. PAGE 2 OF 199

BroadWorks® Guide

Copyright Notice Copyright © 2008 BroadSoft, Inc.

All rights reserved.

Any technical documentation that is made available by BroadSoft, Inc. is proprietary and confidential and is considered the copyrighted work of BroadSoft, Inc.

This publication is for distribution under BroadSoft non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of BroadSoft, Inc. 220 Perry Parkway, Gaithersburg, MD 20877.

BroadSoft reserves the right to make changes without prior notice.

Trademarks BroadSoft® and BroadWorks® are registered trademarks of BroadSoft, Inc.

Microsoft, MSN, Windows, and the Windows logo are registered trademarks of Microsoft Corporation. Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are hereby acknowledged.

This document is printed in the United States of America.


Document Revision History

Release Version Reason for Change Date Author

14.0 1 Updated document for re-branding. January 6, 2006 Roberta Boyle

14.0 1 Updated for EVs 28669, 26386, 30015: Added note on Voice Portal configuration, clarification on Conferencing Roll Call and Hand Raising, plus new CommPilot graphic.

March 13, 2006 Robb Surridge

14.0 1 Deleted custom features. May 19, 2006 Patricia Renaud

14.0 1 Streamlined to simplify and reduce page count. Some sections moved into new guides.

July 11, 2006 Leif R. Montin

14.0 1 Minor changes. September 1, 2006 Leif R. Montin

14.0 1 Edited document. September 1, 2006 Patricia Renaud

14.0 2 Updated document for Release Close (RC).

October 18, 2006 Margot Hovey

14.0 2 Edited document. October 19, 2006 Patricia Renaud

14.0 3 Updated for Release 14.sp1 Client Management System (CMS) features.

February 15, 2007 Leif R. Montin

14.0 3 Edited changes. February 16, 2007 Patricia Renaud

14.0 4 Updated section 3.17.1 Add a Custom Ringback User step 5 for EV 37180.

March 1, 2007 Roberta Boyle

14.0 4 Edited changes. March 26, 2007 Patricia Renaud

14.0 5 Updated section 3.24 Automatic Hold Retrieve for EV 60917.

May 15, 2008 Roberta Boyle

14.0 5 Edited and published document. June 13, 2008 Patricia Renaud


Table of Contents

1 About This Guide .........................................................................................................................15

2 Profile.............................................................................................................................................16 2.1 Access Profile Menu.................................................................................................................. 16 2.2 Profile ......................................................................................................................................... 16 2.3 Addresses.................................................................................................................................. 19 2.4 Passwords ................................................................................................................................. 20

2.4.1 Reset Your Password....................................................................................................... 20 2.5 Time Schedule........................................................................................................................... 21

2.5.1 Add a Schedule ................................................................................................................ 21 2.5.2 Modify or Delete a Time Schedule .................................................................................. 23

2.6 Privacy........................................................................................................................................ 23 2.6.1 Turn Privacy On and Off................................................................................................... 23

3 Incoming Calls..............................................................................................................................25 3.1 Access Incoming Calls Menu.................................................................................................... 26 3.2 Anonymous Call Rejection........................................................................................................ 26

3.2.1 Turn Anonymous Call Rejection On and Off................................................................... 26 3.3 Calling Line ID Blocking Override............................................................................................. 27

3.3.1 Turn Calling Line ID Blocking Override On and Off........................................................ 27 3.4 Calling Name Retrieval.............................................................................................................. 28

3.4.1 Turn Calling Name Retrieval On and Off ........................................................................ 28 3.5 Call Forwarding Always............................................................................................................. 29

3.5.1 Turn Call Forwarding Always On and Off........................................................................ 29 3.6 Call Forwarding Busy ................................................................................................................ 30

3.6.1 Turn Call Forwarding Busy On and Off ........................................................................... 30 3.7 Call Forwarding No Answer ...................................................................................................... 31

3.7.1 Turn Call Forwarding No Answer On and Off ................................................................. 31 3.8 Call Notify................................................................................................................................... 32

3.8.1 Activate or Deactivate a Call Notify Entry........................................................................ 32 3.8.2 Add a Call Notify Entry ..................................................................................................... 33 3.8.3 Modify or Delete a Call Notify Entry................................................................................. 34

3.9 Do Not Disturb ........................................................................................................................... 35 3.9.1 Turn Do Not Disturb On and Off ...................................................................................... 35

3.10 External Calling Line ID Delivery .............................................................................................. 35 3.10.1 Turn External Calling Line ID Delivery On and Off ......................................................... 35

3.11 Internal Calling Line ID Delivery................................................................................................ 36 3.11.1 Turn Internal Calling Line ID Delivery.............................................................................. 36

3.12 Alternate Numbers (Distinctive Ring) ....................................................................................... 37 3.12.1 Turn Distinctive Ring Feature On and Off ....................................................................... 38 3.12.2 Select Distinctive Ring Pattern......................................................................................... 38


3.13 Call Centers ............................................................................................................................... 39 3.13.1 Indicate Your Call Center Availability............................................................................... 40

3.14 Call Forwarding Selective ......................................................................................................... 40 3.15 Set the Default Forwarding Number......................................................................................... 41

3.15.1 Add a Call Forwarding Selective Call Entry .................................................................... 42 3.15.2 Modify or Delete a Call Forwarding Selective Entry ....................................................... 43 3.15.3 View, Activate, Deactivate Call Forwarding Selective Call Entries ................................ 44

3.16 CommPilot Express................................................................................................................... 45 3.16.1 Configure Profiles for Incoming Calls .............................................................................. 45

3.17 Custom Ringback User ............................................................................................................. 48 3.17.1 Add a Custom Ringback User ......................................................................................... 49 3.17.2 Modify or Delete a Custom Ringback User Entry........................................................... 51

3.18 Priority Alert................................................................................................................................ 52 3.18.1 Activate or Deactivate a Priority Alert .............................................................................. 52 3.18.2 Add a Priority Alert............................................................................................................ 52 3.18.3 Modify or Delete a Priority Alert ....................................................................................... 54

3.19 Selective Acceptance................................................................................................................ 54 3.19.1 Activate or Deactivate a Selective Acceptance Entry..................................................... 55 3.19.2 Add a Selective Acceptance Entry .................................................................................. 55 3.19.3 Modify or Delete a Selective Acceptance Entry.............................................................. 57

3.20 Selective Rejection.................................................................................................................... 57 3.20.1 Activate or Deactivate a Selective Rejection Entry......................................................... 58 3.20.2 Add a Selective Rejection Entry....................................................................................... 58 3.20.3 Modify or Delete a Selective Rejection Entry.................................................................. 60

3.21 Sequential Ring ......................................................................................................................... 60 3.21.1 Configure Features of the Sequential Ring Service ....................................................... 61 3.21.2 Set the Ring Sequence .................................................................................................... 63 3.21.3 Add Sequential Ring Call Entries..................................................................................... 63 3.21.4 Modify or Delete Sequential Ring Call Entries................................................................ 64 3.21.5 View, Activate or Deactivate Sequential Ring Call Entries............................................. 65

3.22 Series Completion ..................................................................................................................... 66 3.22.1 View Your Series Completion Groups............................................................................. 67

3.23 Simultaneous Ring .................................................................................................................... 67 3.23.1 Activate or Deactivate Simultaneous Ring...................................................................... 67 3.23.2 Add a Number or SIP-URI Address to Your Simultaneous Ring List ............................ 68 3.23.3 Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List............ 69

3.24 Automatic Hold Retrieve ........................................................................................................... 70 3.24.1 Holding a Call.................................................................................................................... 71 3.24.2 Retrieving a Call................................................................................................................ 71 3.24.3 AHR Recall ....................................................................................................................... 71 3.24.4 Configuring Automatic Hold/Retrieve .............................................................................. 71

4 Outgoing Calls..............................................................................................................................73


4.1 Access Outgoing Calls Menu.................................................................................................... 74 4.2 Automatic Callback.................................................................................................................... 74 4.3 Call Return ................................................................................................................................. 75 4.4 Calling Party Category .............................................................................................................. 75 4.5 Last Number Redial................................................................................................................... 76 4.6 Calling Line ID Blocking ............................................................................................................ 76 4.7 Speed Dial 8 .............................................................................................................................. 77 4.8 Speed Dial 100 .......................................................................................................................... 78

4.8.1 View or Delete Speed Dial 100 Dialing Codes ............................................................... 78 4.8.2 Set a Speed Dial 100 Code ............................................................................................. 79 4.8.3 Modify a Speed Dial 100 Entry ........................................................................................ 80

4.9 Account Codes .......................................................................................................................... 80 4.10 Personal Phone List .................................................................................................................. 81

4.10.1 View or Delete Phone List Entries ................................................................................... 82 4.10.2 Add an Entry to Your Personal Phone List...................................................................... 82 4.10.3 Modify or Delete an Entry in Your Personal Phone List ................................................. 83 4.10.4 Import a Comma-delimited Text File ............................................................................... 84

4.11 Preferred Carrier User............................................................................................................... 84 4.12 Two-Stage Dialing ..................................................................................................................... 85

5 Call Control ...................................................................................................................................86 5.1 Access Call Control Menu......................................................................................................... 87 5.2 Barge-in Exempt........................................................................................................................ 87

5.2.1 Turning Barge-in Exempt On and Off.............................................................................. 87 5.3 Call Waiting................................................................................................................................ 88

5.3.1 Turn Call Waiting On and Off........................................................................................... 88 5.4 Call Pickup ................................................................................................................................. 88 5.5 Customer Originated Trace....................................................................................................... 89

5.5.1 Verify Assigned Feature Access Codes.......................................................................... 90 5.6 Directed Call Pickup .................................................................................................................. 90

5.6.1 Pick Up a Call at an Extension of Your Call Pickup Group ............................................ 90 5.7 Directed Call Pickup with Barge-in ........................................................................................... 91

5.7.1 View the Status of the Warning Tone.............................................................................. 91 5.8 Diversion Inhibitor ...................................................................................................................... 91 5.9 Flash Call Hold........................................................................................................................... 92 5.10 Call Transfer............................................................................................................................... 93 5.11 Three-Way Call.......................................................................................................................... 93 5.12 N-Way Call................................................................................................................................. 94 5.13 Music/Video On Hold................................................................................................................. 95

5.13.1 Turn Music/Video On Hold On and Off ........................................................................... 95 5.14 Charge Number......................................................................................................................... 95 5.15 Hoteling Host ............................................................................................................................. 96 5.16 Hoteling Guest ........................................................................................................................... 97


5.17 Instant Messaging and Presence ............................................................................................. 99 5.18 Mobile Extension to Extension Dialing ..................................................................................... 99 5.19 Push to Talk ............................................................................................................................... 99

5.19.1 Configure Push to Talk Options..................................................................................... 100 5.19.2 Allow Push to Talk Calls From Selected Users ............................................................ 101

5.20 Physical Location..................................................................................................................... 101 5.21 Remote Office.......................................................................................................................... 102 5.22 Shared Call Appearance......................................................................................................... 103

5.22.1 Query the Alternate Locations Assigned to You........................................................... 104 5.23 Video Add-On .......................................................................................................................... 105

5.23.1 Turn Video Add-On On and Off ..................................................................................... 105 5.23.2 Set the Maximum Originating Call Delay ...................................................................... 106

6 Calling Plans...............................................................................................................................108 6.1 Access Calling Plans Menu .................................................................................................... 108 6.2 Incoming Calling Plan.............................................................................................................. 108 6.3 Outgoing Calling Plan.............................................................................................................. 109

6.3.1 Display Outgoing Calls You Can Place......................................................................... 110 6.3.2 Display the Outgoing Calls You Can Forward .............................................................. 111 6.3.3 Display the Outgoing Calls You Can Forward or Transfer........................................... 112 6.3.4 Display Your Permission, Be Forwarded, or Transferred............................................. 114

6.4 Outgoing Digit Plan.................................................................................................................. 115 6.4.1 Display Special Calls You Can Make............................................................................ 115 6.4.2 Display Special Calls You Can Forward or Transfer .................................................... 116

7 Client Applications.....................................................................................................................117 7.1 Access Client Applications Menu ........................................................................................... 118 7.2 Attendant Console................................................................................................................... 118

7.2.1 Customize the Attendant Console................................................................................. 118 7.2.2 Display Calls with Attendant Console............................................................................ 120 7.2.3 Filter Calls in the Attendant Console ............................................................................. 121

7.3 Busy Lamp Field...................................................................................................................... 121 7.4 CommPilot Call Manager........................................................................................................ 123 7.5 Client Call Control.................................................................................................................... 123 7.6 Outlook Integration .................................................................................................................. 124 7.7 Phone Status Monitoring......................................................................................................... 125 7.8 Windows Messenger............................................................................................................... 126 7.9 BroadWorks Agent .................................................................................................................. 127 7.10 BroadWorks Supervisor .......................................................................................................... 127 7.11 BroadWorks Assistant – Enterprise........................................................................................ 128 7.12 BroadWorks Receptionist ....................................................................................................... 128 7.13 BroadWorks Communicator.................................................................................................... 129 7.14 BroadWorks Communicator Multimedia ................................................................................ 129


7.15 BroadWorks Communicator G.729 ........................................................................................ 130 7.16 Client License .......................................................................................................................... 130

8 Messaging...................................................................................................................................132 8.1 Access Messaging Menu........................................................................................................ 132 8.2 Aliases...................................................................................................................................... 132

8.2.1 View or Delete Your Aliases........................................................................................... 133 8.2.2 Add an Alias.................................................................................................................... 133

8.3 Distribution Lists....................................................................................................................... 134 8.3.1 Create a Distribution List ................................................................................................ 134 8.3.2 Add or Delete a Distribution List Entry........................................................................... 135

8.4 Greetings.................................................................................................................................. 136 8.4.1 To Set the Busy Greeting:.............................................................................................. 137 8.4.2 To Set the No Answer Greeting:.................................................................................... 137

8.5 Voice Portal.............................................................................................................................. 138 8.5.1 Upload a Recorded Personalized Name....................................................................... 138

8.6 Voice Management ................................................................................................................. 139 8.6.1 Activate and Set Up Voice Messaging.......................................................................... 139 8.6.2 Configure Advanced Settings for Voice Management ................................................. 141

8.7 Third-Party MWI Control ......................................................................................................... 142 8.7.1 Use Third-Party MWI Control......................................................................................... 142

8.8 Third-Party Voice Mail Support............................................................................................... 142 8.8.1 Configure a Third-Party Voice Mail System.................................................................. 143

8.9 Voice Portal Calling ................................................................................................................. 143 8.9.1 Turn Voice Portal Calling On or Off ............................................................................... 143

8.10 Fax Messaging ........................................................................................................................ 144 8.10.1 Turn Fax Messaging On and Off ................................................................................... 144

9 Service Scripts ...........................................................................................................................146 9.1 Access Service Scripts Menu ................................................................................................. 146 9.2 Configuration............................................................................................................................ 146

9.2.1 Enable or Disable CPL Scripts....................................................................................... 146 9.3 Load.......................................................................................................................................... 147

9.3.1 Load a CPL Script .......................................................................................................... 147 9.4 Logs.......................................................................................................................................... 148

9.4.1 View and Clear the CPL Log.......................................................................................... 148 10 Utilities.........................................................................................................................................150

10.1 Access Utilities Menu .............................................................................................................. 150 10.2 Authentication .......................................................................................................................... 150

10.2.1 Set Your New Password ................................................................................................ 151 10.3 Enhanced Call Logs ................................................................................................................ 151

10.3.1 View Placed Calls........................................................................................................... 151 10.3.2 View Received Calls....................................................................................................... 152


10.3.3 View Missed Calls .......................................................................................................... 153 10.4 Feature Access Codes............................................................................................................ 153

10.4.1 View Your Feature Access Codes................................................................................. 153 10.5 Group Directory ....................................................................................................................... 157

10.5.1 View the Group Directory............................................................................................... 157 10.5.2 View or Print a Summary of the Group Directory.......................................................... 158 10.5.3 View or Print a Phone List.............................................................................................. 159

10.6 Enterprise Directory................................................................................................................. 160 10.6.1 View the Enterprise Directory......................................................................................... 160 10.6.2 View or Print a Summary of the Enterprise Directory................................................... 161 10.6.3 View or Print a Phone List.............................................................................................. 162

10.7 Intercept User .......................................................................................................................... 163 10.7.1 View Intercept User Status............................................................................................. 163

11 Conferencing ..............................................................................................................................165 11.1 Access Conferencing Menu.................................................................................................... 165 11.2 Conferences............................................................................................................................. 165

11.2.1 List Current Conferences ............................................................................................... 166 11.2.2 List Future Conferences................................................................................................. 166 11.2.3 List Expired Conferences............................................................................................... 167 11.2.4 Delete a Conference from the Future List ..................................................................... 168 11.2.5 Add a Conference to Start Immediately ........................................................................ 169 11.2.6 Add a One-Time Conference......................................................................................... 170 11.2.7 Add a Recurring Conference ......................................................................................... 171 11.2.8 Add a Reservationless Conference............................................................................... 173

11.3 Modify a Conference ............................................................................................................... 174 11.3.1 Control a Conference ..................................................................................................... 175 11.3.2 Modify Conference Documents ..................................................................................... 178 11.3.3 Add a Document to be Available for a Conference ...................................................... 179 11.3.4 Delete a Document Available for a Conference............................................................ 179

11.4 Modify a Conference Recording............................................................................................. 179 11.4.1 Playing a Conference Recording................................................................................... 180 11.4.2 Delete a Conference Recording .................................................................................... 181

11.5 Delete a Conference ............................................................................................................... 182 11.6 Access as a Leader................................................................................................................. 183

11.6.1 Join a Conference as a Leader...................................................................................... 184 11.6.2 Make a Presentation as a Leader.................................................................................. 184 11.6.3 Send E-mail Invitations to a Leader............................................................................... 185 11.6.4 Book an Appointment with a Leader for a Conference ................................................ 185

11.7 Access as a Participant........................................................................................................... 186 11.7.1 Join a Conference as a Participant................................................................................ 186 11.7.2 View a Presentation as a Participant............................................................................. 187 11.7.3 Send E-mail Invitations to Participants .......................................................................... 187


11.7.4 Book an Appointment with a Participant for a Conference........................................... 188 11.8 Recordings............................................................................................................................... 188

11.8.1 List Recordings ............................................................................................................... 188 11.8.2 Delete a Recording......................................................................................................... 189 11.8.3 Playback a Recording .................................................................................................... 189 11.8.4 Playback a Recorded Slideshow................................................................................... 190

11.9 Bridges ..................................................................................................................................... 191 11.9.1 List Bridges ..................................................................................................................... 192 11.9.2 Delegate Bridge Administration ..................................................................................... 192

11.10 Reports..................................................................................................................................... 193 Index ............................................................................................................................................196


Table of Figures

Figure 1 User – Profile.............................................................................................................................. 16 Figure 2 User – Profile.............................................................................................................................. 17 Figure 3 User – Addresses ...................................................................................................................... 19 Figure 4 User – Addresses (CMS) .......................................................................................................... 19 Figure 5 User – Passwords...................................................................................................................... 20 Figure 6 User – Time Schedule............................................................................................................... 21 Figure 7 Time Schedule – Time Schedule Add...................................................................................... 22 Figure 8 Time Schedule – Time Schedule Modify.................................................................................. 23 Figure 9 User – Privacy............................................................................................................................ 24 Figure 10 User – Incoming Calls ............................................................................................................. 25 Figure 11 Incoming Calls – Anonymous Call Rejection ......................................................................... 27 Figure 12 Incoming Calls – Calling Line ID Blocking Override .............................................................. 27 Figure 13 Incoming Calls – Calling Name Retrieval............................................................................... 28 Figure 14 Incoming Calls – Call Forwarding Always.............................................................................. 29 Figure 15 Incoming Calls – Call Forwarding Busy.................................................................................. 30 Figure 16 Incoming Calls – Call Forwarding No Answer........................................................................ 31 Figure 17 Incoming Calls – Call Notify .................................................................................................... 32 Figure 18 Call Notify – Call Notify Add .................................................................................................... 33 Figure 19 Call Notify – Call Notify Modify................................................................................................ 34 Figure 20 Incoming Calls – Do Not Disturb............................................................................................. 35 Figure 21 Incoming Calls – External Calling Line ID Delivery................................................................ 36 Figure 22 Incoming Calls – Internal Calling Line ID Delivery................................................................. 36 Figure 23 Incoming Calls – Alternate Numbers...................................................................................... 38 Figure 24 Incoming Calls – Alternate Numbers....................................................................................... 39 Figure 25 Incoming Calls – Call Centers................................................................................................. 40 Figure 26 Incoming Calls − Call Forwarding Selective........................................................................... 41 Figure 27 Call Forwarding Selective – Call Forwarding Selective Add ................................................. 42 Figure 28 Call Forwarding Selective – Call Forwarding Selective Modify............................................. 43 Figure 29 Incoming Calls − Call Forwarding Selective (View) ............................................................... 44 Figure 30 Incoming Calls – CommPilot Express (Available – In the Office) ......................................... 45 Figure 31 Incoming Calls – CommPilot Express (Available – Out of the Office) .................................. 46 Figure 32 Incoming Calls – CommPilot Express (Busy) ........................................................................ 47 Figure 33 Incoming Calls – CommPilot Express (Unavailable) ............................................................. 47 Figure 34 Incoming Calls – Custom Ringback User............................................................................... 49 Figure 35 Custom Ringback User – Custom Ringback User Add......................................................... 50 Figure 36 Custom Ringback User – Customer Ringback User Modify................................................. 51 Figure 37 Incoming Calls – Priority Alert ................................................................................................. 52 Figure 38 Priority Alert – Priority Alert Add.............................................................................................. 53 Figure 39 Priority Alert – Priority Alert Modify ......................................................................................... 54 Figure 40 Incoming Calls – Selective Call Acceptance.......................................................................... 55 Figure 41 Selective Call Acceptance – Selective Call Acceptance Add ............................................... 56 Figure 42 Selective Call Acceptance – Selective Call Acceptance Modify ........................................... 57 Figure 43 Incoming Calls – Selective Call Rejection.............................................................................. 58 Figure 44 Selective Call Rejection – Selective Call Rejection Add........................................................ 59 Figure 45 Selective Call Rejection – Selective Call Rejection Modify ................................................... 60 Figure 46 Incoming Calls − Sequential Ring........................................................................................... 62 Figure 47 Sequential Ring − Sequential Ring Add................................................................................. 63 Figure 48 Sequential Ring − Sequential Ring Modify............................................................................. 64 Figure 49 Incoming Calls − Sequential Ring (View) ............................................................................... 66 Figure 50 Incoming Calls – Series Completion....................................................................................... 67 Figure 51 Incoming Calls – Simultaneous Ring Personal...................................................................... 68 Figure 52 Simultaneous Ring Personal – Simultaneous Ring Personal Add ....................................... 69


Figure 53 Simultaneous Ring Personal – Simultaneous Ring Personal Delete ................................... 70 Figure 54 Incoming Calls – Automatic Hold/Retrieve............................................................................. 71 Figure 55 User – Outgoing Calls ............................................................................................................. 73 Figure 56 Outgoing Calls – Automatic Callback ..................................................................................... 74 Figure 57 Outgoing Calls – Call Return................................................................................................... 75 Figure 58 Outgoing Calls – Calling Party Category................................................................................ 75 Figure 59 Outgoing Calls – Last Number Redial .................................................................................... 76 Figure 60 Outgoing Calls – Calling Line ID Delivery Blocking ............................................................... 77 Figure 61 Outgoing Calls – Speed Dial 8................................................................................................ 77 Figure 62 Outgoing Calls – Speed Dial 100............................................................................................ 78 Figure 63 Speed Dial 100 – Speed Dial 100 Add................................................................................... 79 Figure 64 Speed Dial 100 – Speed Dial 100 Modify .............................................................................. 80 Figure 65 Outgoing Calls – Account Codes............................................................................................ 81 Figure 66 Outgoing Calls – Personal Phone List.................................................................................... 82 Figure 67 Personal Phone List – Personal Phone List Add................................................................... 83 Figure 68 Personal Phone List – Personal Phone List Modify............................................................... 83 Figure 69 Personal Phone List – Personal Phone List Import ............................................................... 84 Figure 70 User – Preferred Carrier.......................................................................................................... 85 Figure 71 Outgoing Calls – Two-Stage Dialing....................................................................................... 85 Figure 72 User – Call Control................................................................................................................... 86 Figure 73 Call Control – Barge-in Exempt .............................................................................................. 87 Figure 74 Call Control – Call Waiting....................................................................................................... 88 Figure 75 Call Control – Call Pickup........................................................................................................ 89 Figure 76 Call Control − Customer Originated Trace............................................................................. 90 Figure 77 Call Control – Directed Call Pickup......................................................................................... 90 Figure 78 Call Control – Directed Call Pickup with Barge-in.................................................................. 91 Figure 79 Call Control – Diversion Inhibitor............................................................................................. 92 Figure 80 Call Control – Flash Call Hold ................................................................................................. 92 Figure 81 Call Control – Call Transfer ..................................................................................................... 93 Figure 82 Call Control – Three-Way Call ................................................................................................ 94 Figure 83 Call Control – N-Way Call ....................................................................................................... 94 Figure 84 Call Control – Music/Video On Hold ....................................................................................... 95 Figure 85 Call Control – Charge Number................................................................................................ 96 Figure 86 Call Control – Hoteling Host.................................................................................................... 96 Figure 87 Call Control – Hoteling Guest.................................................................................................. 98 Figure 88 Call Control – Instant Messaging and Presence.................................................................... 99 Figure 89 Call Control – Mobile Extension to Extension Dialing............................................................ 99 Figure 90 Call Control – Push to Talk....................................................................................................100 Figure 91 Call Control – Physical Location ...........................................................................................102 Figure 92 Call Control – Remote Office ................................................................................................102 Figure 93 Call Control – Shared Call Appearance ...............................................................................104 Figure 94 Call Control – Shared Call Appearance (Bottom of Page for CMS) ...................................104 Figure 95 Call Control – Video Add-On.................................................................................................106 Figure 96 Call Control – Video Add-On (CMS).....................................................................................106 Figure 97 User – Calling Plans ..............................................................................................................108 Figure 98 Calling Plans – Incoming Calling Plan..................................................................................109 Figure 99 Calling Plans – Outgoing Calling Plan (Originating Calls)...................................................110 Figure 100 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards) ......................................111 Figure 101 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards/Transfers) .....................113 Figure 102 Calling Plans – Outgoing Calling Plan (Being Forwarded/Transferred) ...........................114 Figure 103 Calling Plans – Outgoing Digit Plan (Originating Calls).....................................................115 Figure 104 Calling Plans – Outgoing Digit Plan (Forwarded/Transferred Calls) ................................116 Figure 105 User – Client Applications ...................................................................................................117 Figure 106 Client Applications – Attendant Console ............................................................................118 Figure 107 Attendant Console Page .....................................................................................................120


Figure 108 User – Busy Lamp Field......................................................................................................122 Figure 109 Client Applications – CommPilot Call Manager .................................................................123 Figure 110 Client Applications – Client Call Control .............................................................................124 Figure 111 Client Applications – Outlook Integration............................................................................124 Figure 112 Client Applications – Phone Status Monitoring..................................................................125 Figure 113 Client Applications – Windows Messenger........................................................................126 Figure 114 Client Applications – BroadWorks Agent ...........................................................................127 Figure 115 Client Applications – BroadWorks Supervisor ...................................................................127 Figure 116 Client Applications – BroadSoft Assistant – Enterprise.....................................................128 Figure 117 Client Applications – BroadWorks Receptionist.................................................................129 Figure 118 Client Applications – BroadWorks Communicator.............................................................129 Figure 119 Client Applications – BroadWorks Communicator Multimedia..........................................130 Figure 120 Client Applications – BroadWorks Communicator G.729 .................................................130 Figure 121 User – Messaging................................................................................................................132 Figure 122 Messaging – Aliases............................................................................................................133 Figure 123 Aliases – Aliases Add..........................................................................................................134 Figure 124 Messaging – Distribution Lists ............................................................................................135 Figure 125 Distribution Lists – Distribution Lists Add/Delete................................................................136 Figure 126 Messaging – Greetings .......................................................................................................137 Figure 127 Messaging – Voice Portal ...................................................................................................139 Figure 128 Messaging – Voice Management.......................................................................................140 Figure 129 Voice Management – Management Advanced Settings...................................................141 Figure 130 Messaging – Third-Party MWI Control ...............................................................................142 Figure 131 Messaging – Third-Party Voice Mail Support.....................................................................143 Figure 132 Messaging – Voice Portal Calling.......................................................................................144 Figure 133 Messaging – Fax Messaging..............................................................................................145 Figure 134 User – Service Scripts.........................................................................................................146 Figure 135 Service Scripts – Configuration...........................................................................................147 Figure 136 Service Scripts – Load.........................................................................................................148 Figure 137 Service Scripts – Logs.........................................................................................................149 Figure 138 User – Utilities......................................................................................................................150 Figure 139 Utilities – Authentication ......................................................................................................151 Figure 140 User – Enhanced Call Logs (Placed Calls Tab) ................................................................152 Figure 141 User – Enhanced Call Logs (Received Calls Tab) ............................................................152 Figure 142 User – Enhanced Call Logs (Missed Calls Tab)................................................................153 Figure 143 Utilities – Feature Access Codes........................................................................................154 Figure 144 Utilities – Group Directory ...................................................................................................158 Figure 145 Utilities – Group Directory Summary ..................................................................................159 Figure 146 Utilities – Group Directory Detail.........................................................................................160 Figure 147 Utilities – Enterprise Directory.............................................................................................161 Figure 148 Utilities – Enterprise Directory Summary............................................................................162 Figure 149 Utilities – Enterprise Directory Detail ..................................................................................163 Figure 150 Utilities – Intercept User ......................................................................................................164 Figure 151 User – Conferencing Menu.................................................................................................165 Figure 152 User – Conferences (Current Tab).....................................................................................166 Figure 153 User – Conferences (Future Tab).......................................................................................167 Figure 154 User – Conferences (Expired Tab).....................................................................................168 Figure 155 User – Conferences (Future Tab).......................................................................................168 Figure 156 Conferences – Conferences Quick Add.............................................................................169 Figure 157 Conferences – Conferences Add (A One-Time Conference)...........................................170 Figure 158 Conferences – Conferences Add (A Recurring Conference) ...........................................171 Figure 159 Conferences – Conferences Add (Recurring Weekly) .......................................................172 Figure 160 Conferences – Conferences Add (Recurring Monthly) ......................................................173 Figure 161 Conferences – Conferences Add (Reservationless Conference).....................................173 Figure 162 Conferences – Conferences Modify...................................................................................175


Figure 163 Conferences – Conference Call Control ............................................................................176 Figure 164 Conferences – Conferences Modify Documents...............................................................178 Figure 165 Conferences – Conferences Modify Recordings...............................................................180 Figure 166 Conferences – Recordings Playback .................................................................................181 Figure 167 Conferences – Recordings Playback .................................................................................182 Figure 168 Conferences – Conferences Modify/Delete .......................................................................183 Figure 169 Conferences – Conferences Modify (Leader Access Section) .........................................184 Figure 170 Conferences Modify – Join a Conference..........................................................................184 Figure 171 Conferences Modify – Leader Presentation.......................................................................185 Figure 172 Leader Presentation – Sample Document.........................................................................185 Figure 173 Conferences Modify – Participant Access Section............................................................186 Figure 174 Participant Access – Join a Conference.............................................................................186 Figure 175 Participant Access – Participant Presentation ...................................................................187 Figure 176 Conferences – Recordings .................................................................................................189 Figure 177 User – Recordings Playback...............................................................................................190 Figure 178 User – Slideshow Playback ................................................................................................191 Figure 179 User – Conference Bridges.................................................................................................192 Figure 180 User – Conference Bridge Delegates.................................................................................193 Figure 181 User – Reports.....................................................................................................................194


1 About This Guide

The BroadWorks Application Server User Web Interface Administration Guide is designed to assist users with all CommPilot Personal web portal functions for the BroadWorks Applications Server. The web portal enables users to self-configure and manage group and personal features in real-time. Detailed instructions for each CommPilot Personal function and page can be found both in this guide and in the online help, available from the Help link on each web page.

This guide assumes users are familiar with the procedures in the BroadWorks Getting Started Web Interface Administration Guide.


2 Profile

Use the User – Profile menu page to manage your personal profile data. Once you’ve logged into the system, the User – Profile page appears, which is the user’s Home page. At any time you can click Home to return to your Home page.

Figure 1 User – Profile

Basic menu

The User – Profile – Basic menu displays the items that all users can use including:

− Profile

− Addresses

− Passwords

− Time Schedule

Advanced services

This menu displays the menu items that users can use only if such functions have been assigned to them:

− Privacy

2.1 Access Profile Menu When you log in, the User – Profile menu page appears. This is your Home page. Click Home to access this page from any other page in CommPilot Personal web interface or click Profile in the Options list.

2.2 Profile Use this menu item on the User – Profile menu page to modify your personal information. Information marked with an asterisk is required. You cannot edit read-only information.


Figure 2 User – Profile

1) On the User – Profile menu page, click Profile. The User – Profile page appears.

2) On the Profile page, position your mouse pointer in the text box to edit and click. Required data are indicated with an asterisk (*). Other data are optional, but recommended.

3) Press DELETE on your keyboard to empty the field of its contents, or simply begin typing to enter new information.

Input Box Name Required? Instructions Example

Service Provider ID (Read only) Service provider for your group. SP01

Group (Read only) Name of the group to which you belong.

GP01

User ID (Read only) Your login ID. Joe123

Last Name Yes Your last name. Smith

First Name Yes Your first name. Joe

Calling Line ID Last Name

(Read only) Last name that appears on caller ID.

Smith

Calling Line ID First Name

(Read only) First name that appears on caller ID.

Joe

Calling Line ID Phone Number*

(Read only)

Optional

Phone number that appears on caller ID. If the system administrator has enabled the Configurable Calling Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group CLID appears for

3015551000


emergency calls.

Department (Read only) Your department. Finance

Language Yes The language of your interface. English

Time Zone Yes A drop-down list of time zones. (GMT-05:00) – US Indiana

Additional Information Area

Title No Your title. Marketing Director

Pager No Your complete pager number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long-distance number within the U.S.

4105558888

Mobile No Your complete mobile phone number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long-distance number within the U.S.

4105559999

Yahoo ID No Your Instant Messaging Yahoo ID.

Chatsalot88

E-mail No Your valid e-mail address in the format of [email protected].

[email protected]

Location No Your specific location (for example floor number or cubicle number).

12th Floor

Address No Your street address; this is likely the company address. There are two lines for information such as a suite or office number.

123 Main Street

Suite 701

City No Your city name. Baltimore

State/Province No A drop-down list of states and Canadian provinces.

MD

Zip/Postal Code No Your zip or postal code. 20877

Country No Your country. United States

NOTE: The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item using the command line interface (CLI).

4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.

To exit without saving, select another page or click Cancel to display the previous page.


2.3 Addresses Use this menu item on the User – Profile menu to view your phone numbers and other identities that are used to make and receive calls.

Figure 3 User – Addresses

Figure 4 User – Addresses (CMS)

1) On the User – Profile menu page, click Addresses. The User – Addresses page appears.

The following table explains the items on this page:


Phone Number (Read-only) Your phone number. 3015551000

Extension (Read-only) Your extension. 1234



Aliases (Read-only) Up to three valid aliases to be used for URL dialing and other services.

[email protected]

Or

sip: [email protected]

Identity/Device Profile Area (not available in CMS)

Identity/Device Profile Name

(Read-only) Assigned IP phone. SipPhone2

Line/Port (Read-only) Assigned line or port for your IP phone.

3015551000

Or

3015551000@ broadsoft.com

Set Up Identity Area (CMS only)

Sip (Read-only) Assigned line identity for your phone.

3015551000@ broadsoft.com

Contact sip (Read-only) The statically registered contact sip, for devices capable of static registration.

<sip:[email protected]:5060;user=phone;transport=udp>

2) To display the previous page, click OK. The User – Profile menu page appears.

2.4 Passwords Use this menu item on the User – Profile menu page to reset your password.

Figure 5 User – Passwords

2.4.1 Reset Your Password

Use this procedure to reset your web access or voice portal password.

1) On the User – Profile menu page, click Passwords. The User – Passwords page appears.


2) Click the button to indicate which password you are changing. To change the password that gets you into BroadWorks, click Set web access password. To change the password for your voice messaging options, click Set voice portal password.

3) Type your current password. Type the password exactly as you do when logging into the system, including capitalization. The password does not appear as you type on the keyboard; * appears for each character typed, for example, ******.

4) Type the new password. Enter the password exactly as you do when logging into the system, including capitalization. Web access passwords are alphanumeric combinations that must begin with a character. Voice portal passwords are numeric characters only. The password does not appear as you type on the keyboard; * appears for each character typed, for example ******.

5) Type the new password again. Re-type the new password exactly as it was typed the first time, including capitalization.



2.5 Time Schedule Use this menu item on the User – Profile menu page to:

Add a Schedule

Modify or Delete a Time Schedule

The User – Time Schedule page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Figure 6 User – Time Schedule

2.5.1 Add a Schedule

Use this procedure to add a personal schedule. Personal schedules effect the following service configurations: Selective Call Forwarding, Selective Call Rejection, Selective Call Acceptance, and Priority Alert.


Figure 7 Time Schedule – Time Schedule Add

1) On the User – Profile menu page, click Time Schedule. The User – Time Schedule page appears.

2) Click Add. The User – Time Schedule Add page appears. The time schedule is composed of call entries that include the day of the week, the start time, the end day, and the end time.

3) Type the name of the schedule in the Time Schedule Name text box.

4) From the Start Day drop-down list, select the day to start the entry.

5) Type the start time, and select “AM” or “PM” from the drop-down list (if required by the time format).

6) From the End Day drop-down box, select the end day of the entry.

7) Type the end time, and select “AM” or “PM” from the drop-down list (if required by the time format).

8) Repeat steps 3 through 6 for each entry to add to the schedule.

9) To save your changes and display the previous page, click OK.



2.5.2 Modify or Delete a Time Schedule

Use this procedure to modify or delete a time schedule entry.

Figure 8 Time Schedule – Time Schedule Modify

1) On the User – Profile menu page, click Time Schedule. The User – Time Schedule page appears.

2) Click Edit in the row for the entry. The User – Time Schedule Modify page appears.

3) To remove the time schedule click Delete. The entry is deleted and the User – Time Schedule page appears.

WARNING: This action cannot be undone. Once you click Delete, the schedule is permanently deleted.

4) To modify, change the information as required.



2.6 Privacy

2.6.1 Turn Privacy On and Off

Use this menu item on the User – Profile page to turn Privacy on or off.

By default all user names and numbers appear in Group and Enterprise directory listings. These listings are accessible via the User – Utilities menu and the Call Manager Group/Enterprise tab. The Profile – Privacy menu page allows you to eliminate your name from these directory listings. With privacy on, when another user does a directory listing, your name, and information will not appear. With privacy off, you name appears as usual.


NOTE: Turning Privacy on hides your name and number from other users in your own group/enterprise and from group administrators. It does not hide it in LDAP listings or Outlook listings, nor does it remove it from people’s personal directories.

Figure 9 User – Privacy

1) On the User – Profile menu page, click Privacy from the Advanced menu. The User – Privacy page appears.

2) For Privacy, click “On”. To eliminate Privacy, click “Off”.




3 Incoming Calls

Use the User – Incoming Calls menu page to manage incoming calls, for example, call forwarding or screening your calls.

Figure 10 User – Incoming Calls

The list of menu items below includes all existing functions and services, although you may not see all of them on your User −Incoming Calls menu page. Your User – Incoming Calls page displays menu items that you can use only if such items have been assigned to them. Contact your system administrator to have additional functions or services assigned to you.

The User – Incoming Calls menu page contains these menu items:

Basic menu

This menu displays menu items that all users can use:

− Anonymous Call Rejection

− Calling Line ID Blocking Override

− Calling Name Retrieval

− Call Forwarding Always


− Call Forwarding Busy

− Call Forwarding No Answer

− Call Notify

− Do Not Disturb

− External Calling Line ID Delivery

− Internal Calling Line ID Delivery

Advanced services


− Automatic Hold Retrieve

− Alternate Numbers

− Call Centers

− Call Forwarding Selective

− CommPilot Express

− Custom Ringback User

− Priority Alert

− Selective Acceptance

− Selective Rejection

− Sequential Ring

− Series Completion

− Simultaneous Ring

3.1 Access Incoming Calls Menu To access the User – Incoming Calls menu page, click Incoming Calls in the Options list.

3.2 Anonymous Call Rejection

3.2.1 Turn Anonymous Call Rejection On and Off

Use this menu item on the User – Incoming Calls page to turn Anonymous Call Rejection on and off. The Anonymous Call Rejection service allows you to reject calls from callers who have blocked the identification of their phone numbers.


Figure 11 Incoming Calls – Anonymous Call Rejection

1) On the User – Incoming Calls menu page, click Anonymous Rejection. The User – Anonymous Call Rejection page appears.

2) For Anonymous Call Rejection, click “On”. To turn it off, click “Off”. When on, Anonymous Rejection rejects calls from callers who have chosen to block the identification of their phone numbers. The caller hears a message notifying that his/her call is being rejected.



3.3 Calling Line ID Blocking Override

3.3.1 Turn Calling Line ID Blocking Override On and Off

Use this menu item on the User – Incoming Calls page to turn Calling Line ID Blocking Override on or off. The Calling Line ID Blocking Override service allows you to view the calling line ID of callers, including those who have blocked their IDs.

Figure 12 Incoming Calls – Calling Line ID Blocking Override

1) On the User – Incoming Calls menu page, click Calling Line ID Blocking Override. The User – Calling Line ID Blocking Override page appears.

2) To turn Calling Line ID Blocking Override on, click “On”. To turn it off, click “Off”.




NOTE: You must also have Calling Line ID Delivery assigned to display blocked calling line IDs.

3.4 Calling Name Retrieval

3.4.1 Turn Calling Name Retrieval On and Off

Use this menu item on the User – Incoming Calls page to turn Calling Name Retrieval on and off. The Calling Name Retrieval service allows you to retrieve the names of callers from the network.

Figure 13 Incoming Calls – Calling Name Retrieval

1) On the User – Incoming Calls menu page, click, Calling Name Retrieval. The User – Calling Name Retrieval page appears.

2) To enable Calling Name Retrieval, click “On”. To Disable it, click “Off”.



If any of the following services are configured, Call Name Retrieval does not retrieve the caller’s information:

Anonymous Call Rejection

Call Forwarding Busy

Call Forwarding Always

Call Forwarding Selective

Do Not Disturb

Selective Call Acceptance

Selective Call Rejection


Incoming Plan

Lawful Intercept Terminator Service

Intercept User Service

CPL Service

3.5 Call Forwarding Always

3.5.1 Turn Call Forwarding Always On and Off

Use this menu item on the User – Incoming Calls page to turn Call Forwarding Always on and off. The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL.

NOTE: You can access this page by clicking the CFA link on your CommPilot Call Manager page. When the CFA is activated, this service is on. When it is not activated, it is off. As well, you can access Call Forwarding Always from the Voice Portal service.

Figure 14 Incoming Calls – Call Forwarding Always

1) On the User – Incoming Calls menu page, click Call Forwarding Always. The User – Call Forwarding Always page appears.

2) To enable Call Forwarding Always, click “On”. To disable it, click “Off”.

3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number.

NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.


4) To cause a short ring burst to be played at your office phone when a call is forwarded, check Play Ring Reminder when a call is forwarded.



NOTE: You can modify this information at any time. Remember to save your changes.

3.6 Call Forwarding Busy

3.6.1 Turn Call Forwarding Busy On and Off

Use this menu item on the User – Incoming Calls page to turn Call Forwarding Busy on and off. The Call Forwarding Busy service allows you to redirect your calls to another number or SIP-URI when you are engaged in a call.

Figure 15 Incoming Calls – Call Forwarding Busy

1) On the User – Incoming Calls menu page, click Call Forwarding Busy. The User – Call Forwarding Busy page appears.

2) To enable Call Forwarding Busy, click “On”. To disable it, click “Off”.

3) Type the number or SIP-URI to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number.






3.7 Call Forwarding No Answer

3.7.1 Turn Call Forwarding No Answer On and Off

Use this menu item on the User – Incoming Calls page to turn Call Forwarding No Answer on and off. The Call Forwarding No Answer service allows you to redirect your calls to another number or SIP-URI when you do not answer after a certain number of rings.

NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services.

Figure 16 Incoming Calls – Call Forwarding No Answer

1) On the User – Incoming Calls menu page, click Call Forwarding No Answer. The User – Call Forwarding No Answer page appears.

2) To enable Call Forwarding No Answer, click “On”. To disable it, click “Off”

3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number.


4) Click the button that indicates the number of rings before forwarding.





3.8 Call Notify Use this menu item on the User – Incoming Calls page to:

Activate or Deactivate a Call Notify Entry

Add a Call Notify Entry

Modify or Delete a Call Notify Entry

The Call Notify service allows you to receive an e-mail notification when you receive a call.

3.8.1 Activate or Deactivate a Call Notify Entry

Use this procedure to activate or deactivate an existing Call Notify entry. The entry specifies the e-mail where a message is to be sent to notify you of an incoming call during a specific time schedule when it is activated. No notification is sent to an entry that is deactivated.

Figure 17 Incoming Calls – Call Notify

1) On the User – Incoming Calls menu page, click Call Notify. The User – Call Notify page appears.

2) Check the Active check box beside the selection to activate. To deactivate this selection, uncheck the Active check box.




NOTE: The Call Notify service is dependent on the Calling Line ID (external and internal) services. If Calling Line ID is not enabled, the caller’s name and number are not included in the Call Notify e-mail.

3.8.2 Add a Call Notify Entry

Use this procedure to add an e-mail address where you want to receive notification of an incoming call.

Figure 18 Call Notify – Call Notify Add


2) Type the e-mail address to send the notification to in the Send e-mail to text box.

3) Click Apply to save your changes.

4) Click Add. The User – Call Notify Add page appears.

5) In the * Description text, type a description of the phone numbers in this selection.

6) Select the time schedule to use this service from the drop-down list.

NOTE: Define your time schedules on the User - Time Schedule page.

7) To have notifications of calls from any phone number sent, select Any phone number.

8) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select “Any private number” or “Any unavailable number”.

Click your cursor in the text box and type the complete number to trigger the service. If this number is not one assigned to the group, type the complete number: +<country


code> <national number>. For example, “+1” must precede long distance numbers within the U.S. You can enter up to 12 numbers for this service.

You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5*, are all valid call entries.



3.8.3 Modify or Delete a Call Notify Entry

Use this procedure to modify or delete a Call Notify entry.

Figure 19 Call Notify – Call Notify Modify


2) Click Edit in the row for the entry. The User – Call Notify Modify page appears.

3) To remove an entry, click Delete. The entry is deleted and the User – Call Notify page appears.

WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted.





3.9 Do Not Disturb

3.9.1 Turn Do Not Disturb On and Off

Use this menu item on the User – Incoming Calls page to turn Do Not Disturb on and off. The Do Not Disturb service allows you to block your incoming calls.

NOTE: You can access this screen by clicking the DND link on the CommPilot Call Manager page. When the button to the left of the DND link on the CommPilot Call Manager is activated, this service is on. When it is not activated, it is off.

Figure 20 Incoming Calls – Do Not Disturb

1) On the User – Incoming Calls menu page, click Do Not Disturb. The User – Do Not Disturb page appears.

2) To activate Do Not Disturb, click "On”. To deactivate it, click “Off”.

3) To hear a ring when calls come in when Do Not Disturb is on, check the Play Ring Reminder when a call is blocked check box. A ring reminder is played if this service blocks a call while this check box is checked. To disengage the ring reminder, uncheck the Play Ring Reminder when a call is blocked check box.



3.10 External Calling Line ID Delivery

3.10.1 Turn External Calling Line ID Delivery On and Off

Use this menu item on the User – Incoming Calls page to turn External Calling Line ID Delivery on and off. The External Calling Line ID Delivery service allows you to view the caller identification of a caller from an external group.


Figure 21 Incoming Calls – External Calling Line ID Delivery

1) On the User – Incoming Calls menu page, click External Calling Line ID Delivery. The User – External Calling Line ID Delivery page appears.

2) To enable External Calling Line ID Delivery, click "On”. To disable it, click “Off”.



3.11 Internal Calling Line ID Delivery

3.11.1 Turn Internal Calling Line ID Delivery

Use this menu item on the User – Incoming Calls page to turn Internal Calling Line ID Deliver on and off. The Internal Calling Line ID Delivery service allows you to view the caller identification of a caller from within your group.

Figure 22 Incoming Calls – Internal Calling Line ID Delivery

1) On the User – Incoming Calls menu page, click Internal Calling Line ID Delivery. The User – Internal Calling Line ID Delivery page appears.

2) To enable Internal Calling Line ID Delivery, click “On”. To disable it, click “Off”.




3.12 Alternate Numbers (Distinctive Ring) Use this menu item on the User – Incoming Calls page to:

Turn Distinctive Ring Feature On and Off

Select Distinctive Ring Pattern

The Alternate Numbers service allows you to have up to ten alternate phone numbers or extensions assigned, in addition to your main phone number. You can be reached through any of the phone numbers. The first number is the main or primary phone number, while the additional ten numbers are your alternate or secondary phone numbers. Each alternate phone number can be a direct inward dialing number (DID) or an extension.

For each alternate number, you can associate one of the four ring patterns. All calls to the main number result in the normal ring pattern. Calls to the alternate numbers result in a distinctive ring pattern that corresponds to the number that was used.

If you are busy (and Call Waiting is enabled), an incoming call to the main number results in the usual call waiting tone, while an incoming call to any of the alternate numbers results in a distinctive call waiting tone.

When calls are placed to one of the alternate numbers using the CommPilot Call Manager, the alternate phone number in addition to the caller’s main number appear.

You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring (pattern 1) should always be used. You can assign one of four ring patterns to an alternate number. The support for a distinctive ring pattern depends on the capability of a user’s device. If the device does not support a distinctive ring pattern, then the normal ring pattern is applied.

NOTE: When someone calls into your CommPilot Call Manager, the originating number displays AS WELL AS, and (Alternate #) is displayed in parentheses.


3.12.1 Turn Distinctive Ring Feature On and Off

Use this procedure to enable or disable a distinctive ring for incoming calls on the alternate numbers displayed on this page.

Figure 23 Incoming Calls – Alternate Numbers

1) On the User – Incoming Calls menu page, click Alternate Numbers. The User – Alternate Numbers page appears.

2) To enable Distinctive Ring, click “On”. To disable it, click “Off”.



3.12.2 Select Distinctive Ring Pattern

Use this procedure to assign a distinctive ring pattern for each number.


Figure 24 Incoming Calls – Alternate Numbers

1) On the User – Incoming Calls menu page, click Alternate Numbers. The User – Alternate Numbers page appears.

2) From the Ring Pattern drop-down list, select the ring pattern for the number you want to define. You can select from the following four ring patterns:

− Normal

− Long-Long

− Short-Short-Long

− Short-Long-Short



NOTE: There are different Call Waiting ring patterns associated with each of the four Alternate Number ring patterns. If the user has the Call Waiting feature assigned and enabled, the Call Waiting ring pattern is based on the Alternate Number ring pattern selected.

3.13 Call Centers The Call Centers menu appears only if the group you are a member of has been assigned this service by your service provider.

Use this menu item on the User – Incoming Calls page to indicate your call center availability.


The Call Centers service allows you to signal whether you are available or unavailable to take calls from your call centers.

3.13.1 Indicate Your Call Center Availability

Use this procedure to indicate whether you are available to your Call Center to receive calls.

Figure 25 Incoming Calls – Call Centers

1) On the User – Incoming Calls menu page, click Call Centers. The User – Call Centers page appears.

The User – Call Centers page displays the items described below.

Item Description

Call Center ID Name or number of the Call Center assigned by the administrator.

Phone Number Phone number assigned to the Call Center.

Extension Extension associated with your Call Center phone. 2) Check the Available check box to indicate that you are available to receive calls in

your Call Center group. Uncheck the Available check box to indicate that you are unavailable to receive calls in your Call Center group.



3.14 Call Forwarding Selective The Call Forwarding Selective service allows you to forward incoming calls with criteria that you set (a call entry) to a default phone number, SIP-URI address, or to another number of your choice.

NOTE: The criteria for each Call Forwarding Selective call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses, and a specified time schedule during which the service is active. All criteria for a call entry must be satisfied for the call to enter Call Forwarding Selective (phone number and day of week and time of day). Otherwise, the call does not activate the service.


NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.

Use the following procedures to configure the Call Forwarding Selective service and manage call entries.

Set the Default Forwarding Number

Add a Call Forwarding Selective Call Entry

Modify or Delete a Call Forwarding Selective Entry

View, Activate, Deactivate Call Forwarding Selective Call Entries

3.15 Set the Default Forwarding Number Use this procedure to set the default forwarding number or SIP-URI address.

Figure 26 Incoming Calls − Call Forwarding Selective

1) On the User – Incoming Calls menu page, click Call Forwarding Selective. The User – Call Forwarding Selective page appears.

2) In the *Default Calls Forward to phone number/SIP-URI text box, type the phone number or SIP-URI address that you want to be your default forwarding number. This is required information.

3) To associate a sound (a short burst of rings) with the delivery of forwarded calls, click to select Play Ring Reminder when a call is forwarded.

4) All calls you specify go to the default number or SIP-URI address unless you specify a different forwarding number or SIP-URI address. To specify a different forwarding number or SIP-URI address, see section 3.15.1 Add a Call Forwarding Selective Call Entry. You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.

5) To add an entry to specify criteria for callers whose numbers you want forwarded, see section 3.15.1 Add a Call Forwarding Selective Call Entry.




3.15.1 Add a Call Forwarding Selective Call Entry

Use this procedure to specify an alternate forwarding number or SIP-URI address and to add a Call Forwarding Selective entry.

Figure 27 Call Forwarding Selective – Call Forwarding Selective Add


2) Click Add. The User – Call Forwarding Selective Add page appears.

3) In the *Description text box, type a name for the entry you are adding.

4) Choose the Use Default Forward phone number/SIP-URI or Forward to another phone number/SIP-URI option. Type in the number or SIP-URI address you want to use as your forwarding number or SIP-URI address if you choose the second option.

5) From the Selected Time Schedule drop-down list, choose a time period during which you want calls forwarded to the specified callers.

NOTE: Define your time schedules on the User – Profile −Time Schedule page. If you have not set any time schedules, your choices are “Every Day All Day” and any group time schedules that your group administrator has set.


6) To have calls from any phone number forwarded to the number or SIP-URI address you specified and at the time you specified, select Any phone number.


Enter these phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: <country code> <national number>. You can enter up to 12 numbers for this service.

You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5*, are all valid call entries.

You can enter only one number if you want. Entering information in these text boxes clears the Any phone number check box. You can add more numbers by creating another entry with the same forwarding number.



To modify criteria in an entry, see section 3.15.2 Modify or Delete a Call Forwarding Selective Entry.

3.15.2 Modify or Delete a Call Forwarding Selective Entry

Use this procedure to modify or delete a Call Forwarding Selective entry.

Figure 28 Call Forwarding Selective – Call Forwarding Selective Modify



2) Click Edit on the right of the row for the entry. The User – Call Forwarding Selective Modify page appears.

3) To remove and entry, click Delete. The entry is deleted and the User – Call Forwarding Selective screen appears.



NOTE: Highlight the text box you wish to change and type over the highlighted entry. Do not use the Delete button on the page to clear a box. The Delete button permanently deletes all information for the entry on the page.



3.15.3 View, Activate, Deactivate Call Forwarding Selective Call Entries

Use this procedure to view all call entries and activate and deactivate one or more call entries.

Figure 29 Incoming Calls − Call Forwarding Selective (View)


2) To view the call entries you have configured, look at the call entries at the bottom of the page. Call entries you have configured are automatically active.

− To see all details of an entry, click on Edit. The Call Forwarding Selective Modify page appears with the selected entry criteria displayed.

− Click OK to return to the Call Forward Selective page.


3) To activate an entry on the Call Forward Selective page, click on the Active check box to select it.

4) To deactivate an entry on the Call Forward Selective page, click on the Active check box to deselect it.



3.16 CommPilot Express Use this menu item on the User – Incoming Calls page to configure profiles for incoming calls.

The CommPilot Express service allows you to select your CommPilot Express profile and configure the handling of your incoming calls.

3.16.1 Configure Profiles for Incoming Calls

Use this procedure to configure CommPilot Express profiles for incoming calls.

1) On the User – Incoming Calls menu page, click CommPilot Express. The User – CommPilot Express page appears.

2) From the Current Profile drop-down list, select your current status. The default status is “None”.

For the Available – In the Office Profile

Figure 30 Incoming Calls – CommPilot Express (Available – In the Office)


3) If you want your calls to ring at a phone or SIP-URI address in addition to your primary phone, type an alternative phone number (not extension) or SIP-URI where you can be reached in the Also ring this phone number /SIP-URI text box. When you receive a call, your phone rings and so does the other phone number or SIP-URI address that you provide for this option. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.


4) To have Voice Messaging take the call when your line is busy, click the button beside this option.

Or,

To forward these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address.

5) To have Voice Messaging take the call when there is no answer, click the button beside this option.

Or,

To forward calls when there is no answer, click the Forward to this Phone Number/SIP-URI button, and type the phone number or SIP-URI address.

For the Available - Out of the office profile:

Figure 31 Incoming Calls – CommPilot Express (Available – Out of the Office)

1) To have Voice Messaging take incoming calls, click the button beside this option.

Or,

To forward calls these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.

2) Check the Also E-mail me when a call comes in at check box, if you would like a short e-mail message sent to you when a message arrives, and then complete the E-mail Address text box.


For the Busy Profile

Figure 32 Incoming Calls – CommPilot Express (Busy)

1) To specify up to three numbers to bypass the Busy setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is Busy, all incoming calls are forwarded to your voice mail. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance numbers within the U.S.

2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/SIP-URI. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.

3) If you want an e-mail notification, check the Also E-mail me a notification when a Voice Message is received to check box. Complete the E-mail Address text box.

For the Unavailable profile:

Figure 33 Incoming Calls – CommPilot Express (Unavailable)

1) To specify up to three numbers to bypass the Unavailable setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status


is Unavailable all incoming calls are forwarded to your voice mail. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede long distance numbers within the U.S.

2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/SIP-URI. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S.

3) Click the button to select the greeting you want callers to hear.



3.17 Custom Ringback User A ringback is the ringing heard by the calling party when they have dialed a number but it has not yet been answered by the called party. Custom ringback tones are customizable clips of recorded music, video, or other personalized audio content that you can substitute for the default ringback. When someone calls you, instead of the default ringback, they hear the custom ringback you specified.

BroadWorks allows you to specify both a custom audio ringback and custom video ringback, at both the user and group level. What the caller hears or sees depends on the capabilities of their phone, and which custom ringbacks you have provided. It also depends on the date, time, and number criteria you have specified in the ringback profile.

For audio-only callers, the situation is straightforward. If you specify a custom audio ringback file at the user level, this is what they hear. Otherwise, they hear the custom audio ringback file that has been specified for the group. If no custom ringback has been specified at the user or group level, the system default ringback is heard.

For video-enabled callers, the “default” setting plays the custom audio file, if configured, with no accompanying video component. If no custom audio file is configured, the caller is played the video ringback file configured for the group.

The following table summarizes the behavior:

Audio Ringback File

Video Ringback File

Video-Capable Caller

Result

N Audio ringback is used. N Y Audio Ringback is used. N Audio Ringback is used.

Y

Y Y Video ringback is used. N Custom Ringback (at user

level) does not apply. N Y

Y Video ringback is used. You can specify a different ringback tone for up to 12 phone numbers or digit patterns. Use this feature to play a different ringback for your manager, a family member, or a customer, for example. In addition to a number or digit pattern, you can specify time of day and day of week criteria as well.


The ringbacks, numbers, or digit patterns and time and day criteria are stored in profiles. For the custom ringback to apply, the incoming number must match all criteria in a profile. You can create as many ringback profiles as you like, activating and deactivating them as you see fit.

Figure 34 Incoming Calls – Custom Ringback User

On the User – Incoming Calls page, select Custom Ringback User from the Advanced Menu. The User – Custom Ringback User page appears.

3.17.1 Add a Custom Ringback User

1) Select Add from the User – Custom Ringback User page.

The Custom Ringback User Add page appears.


Figure 35 Custom Ringback User – Custom Ringback User Add

2) In the *Description text box, enter a description for the Ringback User.

3) In the Selected Time Schedule drop-down list, select the time schedule.

4) For Audio Ringback and Video Ringback, select:

− “Default”, or

− “Personal Ringback File” to select your own file. Select Browse to search, and then add your file to the Load text box.

5) To play the ringback for all calls, select Any phone number.

6) To play the ringback for calls from a defined telephone number, select Following phone numbers. You can select “Any private number” or “Any unavailable number”.

Click your cursor in a text box and type the phone numbers (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for this service.

You can use wild cards. The “?” is a wild card that can replace a single digit anywhere in a digit string. A trailing “*” represents a digit string and can only appear at the end of a string containing digits and “?” wild cards. For example, 45055512?4, 450555??34, and 4505?5* are all valid call entries.


3.17.2 Modify or Delete a Custom Ringback User Entry

Use this page to modify or delete a Custom Ringback User entry.

Figure 36 Custom Ringback User – Customer Ringback User Modify

1) On the User – Incoming Calls menu page, click Custom Ringback User. The User – Custom Ringback User page appears.

2) Click the Edit link next to the selection you want to modify or delete. The User – Custom Ringback User Modify page appears.

3) To remove an entry, click Delete. The entry is deleted and the User – Custom Ringback User page appears.






3.18 Priority Alert Use this menu item on the User – Incoming Calls page to:

Activate or Deactivate a Priority Alert

Add a Priority Alert

Modify or Delete a Priority Alert

The Priority Alert service allows you to assign a distinctive ring to certain selected incoming calls.

The table below provides an explanation of each priority alert:

Item Description

Description Description of the instance of the priority alert.

Days Days assigned to the priority alert.

Hours Hours assigned to the priority alert.

Calls From Phone numbers assigned to the priority alert.

3.18.1 Activate or Deactivate a Priority Alert

Use this procedure to set or deactivate an existing priority alert.

Figure 37 Incoming Calls – Priority Alert

1) On the User – Incoming Calls menu page, click Priority Alert. The User – Priority Alert page appears.

2) Check the Active check box beside the selection to activate. If a check mark displays in the Active column, the corresponding priority alert is active. To deactivate an active priority alert, uncheck the check box.



3.18.2 Add a Priority Alert

Use this procedure to add a new priority alert.


Figure 38 Priority Alert – Priority Alert Add


2) Click Add. The User – Priority Alert Add page appears.

3) In the * Description text box, type a description of the phone numbers assigned to this priority alert.



5) To receive a distinctive ring for all calls outside of the company, check Any external phone number.


Click your cursor in a text box and type the phone numbers to trigger Priority Alert (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for this service.





3.18.3 Modify or Delete a Priority Alert

Use this procedure to modify or delete an existing priority alert.

Figure 39 Priority Alert – Priority Alert Modify


2) Click the Edit link in the row for the entry. The User – Priority Alert Modify page appears.

3) To remove an entry, click Delete. The entry is deleted and the User – Priority Alert page appears.





3.19 Selective Acceptance Use this menu item on the User – Incoming Calls page to:

Activate or Deactivate a Selective Rejection Entry

Add a Selective Acceptance Entry

Modify or Delete a Selective Acceptance Entry


The Selective Acceptance service allows you to screen calls by defining criteria for calls to accept.

Below is an explanation of each item on this page:

Item Description

Description Description of the instance of the selected call type.

Time Schedule Time schedule assigned to the instance of the selected call type.

Calls from Phone numbers assigned to the instance of the selected call type.

3.19.1 Activate or Deactivate a Selective Acceptance Entry

Use this procedure to activate or deactivate a Selective Acceptance entry. Selective Acceptance allows you to accept only calls from selected numbers.

Figure 40 Incoming Calls – Selective Call Acceptance

1) On the User – Incoming Calls menu page, click Selective Acceptance. The User – Selective Call Acceptance page appears.

2) Check the Active check box beside the selection to activate. To deactivate a Selective Acceptance entry, uncheck the Active check box beside the selection to deactivate.



3.19.2 Add a Selective Acceptance Entry

Use this procedure to add a Selective Acceptance entry.


Figure 41 Selective Call Acceptance – Selective Call Acceptance Add


2) Click Add. The User – Selective Call Acceptance Add screen appears.

3) In the * Description text box, type a description of the phone numbers to add to your selective acceptance service.



5) To receive calls from any number, select Any phone number.


Click your cursor in a text box and type the phone numbers to trigger Selective Acceptance (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for this service.





3.19.3 Modify or Delete a Selective Acceptance Entry

Use this procedure to modify or delete a Selective Acceptance entry.

Figure 42 Selective Call Acceptance – Selective Call Acceptance Modify


2) Click the Edit link in the row for the entry. The User – Selective Call Acceptance Modify page appears.

3) To remove the entry, click Delete. The entry is deleted and the User – Selective Call Acceptance page appears.





3.20 Selective Rejection Use this menu item on the User – Incoming Calls page to:

Activate or Deactivate a Selective Rejection Entry

Add a Selective Rejection Entry

Modify or Delete a Selective Rejection Entry


The Selective Rejection service allows you to screen calls by rejecting certain specific calls.



Item Description

Description Description of the instance of the selected call type.

Time Schedule Time schedule assigned to the instance of the selected call type.

Calls from Phone numbers assigned to the instance of the selected call type.

3.20.1 Activate or Deactivate a Selective Rejection Entry

Use this procedure to activate or deactivate a Selective Rejection entry. Selective Rejection allows you to reject calls from certain selected numbers.

Figure 43 Incoming Calls – Selective Call Rejection

1) On the User – Incoming Calls menu page, click Selective Rejection. The User – Selective Call Rejection page appears.

2) Check the Active check box beside the selection to activate. To deactivate a selection, uncheck the Active check box beside the selection to deactivate.



3.20.2 Add a Selective Rejection Entry

Use this procedure to add a new Selective Rejection entry.


Figure 44 Selective Call Rejection – Selective Call Rejection Add


2) Click Add. The User – Selective Call Rejection Add screen appears.

3) In the * Description text box, type a description of the phone numbers to add to your selective rejection service.

4) From the Selected Time Schedule drop-down list, select the time schedule.


5) To reject calls from any number, select Any phone number.


Click your cursor in a text box and type the phone numbers to trigger Selective Rejection (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, “+1” must precede a long distance number within the U.S. You can enter up to 12 numbers for this service.





3.20.3 Modify or Delete a Selective Rejection Entry

Use this procedure to modify or delete a Selective Rejection entry.

Figure 45 Selective Call Rejection – Selective Call Rejection Modify


2) Click the Edit link next to the entry to modify. The User – Selective Call Rejection Modify page appears.

3) To remove the entry, click Delete. The entry is deleted and the User – Selective Call Rejection page appears.

WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted.




3.21 Sequential Ring Sequential Ring acts as a “Find me” service to send calls to your base location or other phone number or SIP-URI address you choose. The Sequential Ring service allows you to configure multiple phones to ring in sequence on incoming calls with criteria you set (a call entry).

NOTE 1: The criteria for each Sequential Ring call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses and a specified time schedule during which the


service is active. All criteria for an entry must be satisfied for the call to enter Sequential Ring (phone number and day of week and time of day). Otherwise, the call does not activate the service.

NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service.

If your number is busy, you have the option of whether or not to continue the sequential search. If there is no answer at your number, the service tries up to five other locations in sequence until it receives an answer. The call is then connected as usual to the phone that answers. If none of the numbers in the sequence answer, the caller is directed to Voice Mail or to another no-answer service.

The caller has the option to terminate the Sequential Ring service by pushing the # key. The call is then immediately forwarded to Voice Mail or other no-answer service. The caller hears a comfort message every 20 seconds during the ring sequence and is informed of the # key function.

Use the following procedures to configure the Sequential service and manage call entries.

Configure Features of the Sequential Ring Service

Set the Ring Sequence

Add Sequential Ring Call Entries

Modify or Delete Sequential Ring Call Entries

View, Activate or Deactivate Sequential Ring Call Entries

3.21.1 Configure Features of the Sequential Ring Service

Use the following procedure to configure the Sequential Ring service.


Figure 46 Incoming Calls − Sequential Ring

1) On the User − Incoming Calls menu page, click Sequential Ring. The User − Sequential Ring page appears.

2) Click to select the check box to the left of Use Base Location first.

− If the check box is selected, your base location phone rings first in the ring sequence.

− If the check box is cleared, the first phone in the ring sequence rings first.

3) Set the number of rings for the base location. Click on one of the values from “None” to “6” to the right of Number of rings for Base Location.

4) Click to select the check box to the left of Continue the search process if the base location is busy.

− If the check box is selected, the service will continue to search.

− If the check box is cleared, the service will terminate the search.

5) Click to select the check box to the left of Enable caller to skip search process.

− If the check box is selected, the caller can end the sequential ring service at any time during the search by pressing the # key.

− If the check box is cleared, the caller cannot end the sequential ring service.

NOTE: Forwarding or messaging services must be configured if the caller is allowed to terminate the Sequential service.




3.21.2 Set the Ring Sequence

Use this procedure to set the ring sequence for the Sequential Ring service and to set the number of rings for each phone in the sequence. The service uses this ring sequence for call entries you have set.


2) In the text boxes below Phone Number/SIP-URI, enter up to five phone numbers or SIP-URI addresses to which you want sequential ring callers to be directed, in the order in which you want the phone numbers to be rung.

3) You can also enter feature access codes and speed codes in addition to the phone numbers.

4) For each phone number, select a value for Number of Rings, from "None" to "6".



3.21.3 Add Sequential Ring Call Entries

Use this procedure to add Sequential Ring call entries. Each call entry must include a required set of criteria to activate the Ring Sequence service. The criteria are call entry description, time schedule, and directory number or numbers to be sent to the service.

Figure 47 Sequential Ring − Sequential Ring Add



2) On the User – Sequential Ring page, click Add. The User – Sequential Ring Add page appears.

3) In the * Description text box, type a name for the call entry such as a supplier’s name.

4) From the Selected Time Schedule drop-down list, select a time period during which you wish to direct this entry to Sequential Ring.

NOTE: To add or edit Time schedules, go to the User − Profile − Time Schedules page.

5) In the Calls from box:

− Click the Any phone number check box to select it. All calls you receive in the time schedule designated for this entry go to the ring sequence specified.

− Click the Following phone numbers check box. You can select “Any private number” or “Any unavailable number”. The Any phone number check box is automatically unselected.

− Enter one or more phone numbers in the text boxes. For this call entry, only numbers in the text boxes go to the ring sequence.



3.21.4 Modify or Delete Sequential Ring Call Entries

Use this procedure to modify or delete Sequential Ring call entries.

Figure 48 Sequential Ring − Sequential Ring Modify



2) Click the Edit link in the row for the entry. The User – Sequential Ring Modify page appears.

3) To remove the entry, click Delete. The entry is deleted and the User – Sequential Ring page appears.

WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted.

4) To modify the entry, change the information as required:

− In the * Description text box, highlight the text and type a new name for the call entry.

− From the Selected Time Schedule drop-down list, select a new time period during which you wish to direct this entry to Sequential Ring.

NOTE: To add or edit Time schedules, go to the User − Profile − Time Schedules page.

− In the Calls from box, click Any phone number or Following phone numbers. Select “Any private number” or “Any unavailable number”. Change one or more phone numbers in the text boxes.



3.21.5 View, Activate or Deactivate Sequential Ring Call Entries

Use this procedure to view all Sequential Ring call entries and activate and deactivate one or more call entries.


Figure 49 Incoming Calls − Sequential Ring (View)

1) On the User – Incoming Calls menu page, click Sequential Ring. The User –Sequential Ring page appears.

2) View the call entries you have configured at the bottom of the page. Call entries you have configured are automatically active.

− To see all details of an entry, click on Edit. The User – Sequential Ring Modify page appears with the selected entry criteria displayed.

− Click OK to return to the User – Sequential Ring page.

3) To activate an entry on the User – Sequential Ring page, click to select the Active check box.

4) To deactivate an entry on the User – Sequential Ring page, click to clear the Active check box.



3.22 Series Completion Use this menu item on the User – Incoming Calls page to view your series completion groups.

The Series Completion service allows calls to a member of a series completion group to be forwarded to the next member in the series if the called party is busy.

Below is an explanation of the items on this page.

Item Description

Group Name Name of the series completion group.


Item Description

Name Names of the users in the series completion group.

Department Departments of the users in the series completion group.

3.22.1 View Your Series Completion Groups

Use this procedure to verify the series completion groups to which you belong.

Figure 50 Incoming Calls – Series Completion

1) On the User – Incoming Calls menu page, click Series Completion. The User – Series Completion page appears, showing your series completion groups.

2) To display the previous page, click OK. The User – Incoming Calls menu page appears.

3.23 Simultaneous Ring Use this menu item on the User – Incoming Calls page to:

Activate or Deactivate Simultaneous Ring

Add a Number or SIP-URI Address to Your Simultaneous Ring List

Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List

The Simultaneous Ring service allows you to configure multiple phones to ring simultaneously on incoming calls.

3.23.1 Activate or Deactivate Simultaneous Ring

Use this procedure to activate or deactivate Simultaneous Ring. Simultaneous Ring allows you to ring multiple phones or SIP-URI addresses simultaneously on incoming calls.


Figure 51 Incoming Calls – Simultaneous Ring Personal

1) On the User – Incoming Calls menu page, click Simultaneous Ring Personal. The User – Simultaneous Ring page appears.

2) To activate Simultaneous Ring Personal, click “On”. To deactivate it, click “Off”.

3) If you do not want numbers entered for this service to ring if you are on another phone call, click Don’t ring my Simultaneous Ring Numbers if I’m already on a call. This is the default for this service. If you do want numbers entered for this service to ring under any circumstance, click Ring all my Simultaneous Ring Numbers for all incoming calls. The second call can be answered at another phone or using call waiting on the in-use phone.



3.23.2 Add a Number or SIP-URI Address to Your Simultaneous Ring List

Use this procedure to add a phone number or SIP-URI address to the list of numbers that ring simultaneously on incoming calls.


Figure 52 Simultaneous Ring Personal – Simultaneous Ring Personal Add

1) On the User – Incoming Calls menu page, click Simultaneous Ring. The User – Simultaneous Ring page appears.

2) Type the number or SIP-URI address in the Phone Number/SIP-URI text box.


3) Click Add. The phone number or SIP-URI is added to your Simultaneous Ring list.


Click Cancel to display the previous page.

3.23.3 Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List

Use this procedure to delete a phone number or SIP-URI address from the list of numbers that ring simultaneously on incoming calls.


Figure 53 Simultaneous Ring Personal – Simultaneous Ring Personal Delete

1) On the User – Incoming Calls menu page, click Simultaneous Ring Personal. The User – Simultaneous Ring Personal page appears.

2) Check the Delete box next to the phone number or SIP-URI address to delete.

3) Click Delete. The entry is deleted.


3.24 Automatic Hold Retrieve The Automatic Hold and Retrieve service (AHR) provides an alternate method to hold and retrieve calls on BroadWorks users. The service is assigned to users so that incoming calls to these users are automatically held and retrieved, without having to use feature access codes.

NOTE: Only one call can be held on a subscriber with the Automatic Hold and Retrieve feature active.

Usually a subscriber with the Automatic Hold and Retrieve service should not have any device associated with it due to limitations with what that subscriber can do. For example, it would be impossible for that subscriber to receive calls, or invoke services that put calls on hold. For cases where a subscriber has a device and the Automatic Hold and Retrieve service is active, the Application Server blocks call origination from that subscriber and applies a treatment. The Application Server does not allow emergency and maintenance calls to go through.

Feature access codes (for example, Music On Hold activation/deactivation, Call Pickup, Call Retrieve) are also blocked.


While a subscriber, with the Automatic Hold and Retrieve feature active, is making an emergency or maintenance call, calls terminating to that subscriber get a busy signal.

Figure 54 Incoming Calls – Automatic Hold/Retrieve

3.24.1 Holding a Call

A user can hold a call against a subscriber with the AHR service active. When this feature is active:

Calling a subscriber with AHR puts the caller on hold.

Transfer with consultation: Transferring a call to a subscriber with AHR holds the remote party.

Blind Transfer: Transferring a call to a subscriber with AHR holds the remote party.

Calls terminating to a subscriber with AHR can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN.

3.24.2 Retrieving a Call

A user can retrieve a held call by calling a subscriber with the AHR service active with the call on hold. Calls terminating to a subscriber with AHR to retrieve a held call can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN.

3.24.3 AHR Recall

After a call has been held on a subscriber with AHR active for a long time, the AHR service will try to recall the party who transferred the call to the AHR subscriber. If the recall is answered, the transferring party is connected to the held party. If the recall hits the busy treatment (or any other treatment), the recall is aborted, and will be retried 10 seconds later. If the recall is not answered, it will ring until there is device timeout, and then the recall will be retried 10 seconds later.

3.24.4 Configuring Automatic Hold/Retrieve

1) On the User – Incoming Calls page, click Automatic Hold/Retrieve from the Advanced menu.

2) For the Automatic Hold/Retrieve option, select “On” to enable the service, or “Off” to disable the service.


3) In the *Automatically retrieve the call after text box, specify the number of minutes. The recall portion of the AHR feature kicks in after the call has been held for the value specified here.




4 Outgoing Calls

Use the User – Outgoing Calls menu page to manage outgoing calls, for example, blocking your line ID or programming speed dial codes.

Figure 55 User – Outgoing Calls

The User – Outgoing Calls menu page contains these menu items:

Basic menu


− Automatic Callback

− Call Return

− Calling Party Category

− Last Number Redial

− Calling Line ID Blocking

− Speed Dial 8

− Speed Dial 100

Advanced services


− Account Codes

− Personal Phone List

− Preferred Carrier User

− Two-Stage Dialing


4.1 Access Outgoing Calls Menu To access the Outgoing Calls menu page, click Outgoing Calls in the Options list.

4.2 Automatic Callback Use this menu item on the User - Outgoing Calls menu page to: turn Automatic Callback on and off. The Automatic Callback service sends a distinctive ring to notify that a subscriber you are attempting to call is available.

Use this procedure to turn the Automatic Callback feature on. This service is used to send a notification when a busy line within your group becomes available. When this service is on, you are prompted to activate Automatic Callback when you get a busy signal. The system will monitor this line for thirty minutes by default.

NOTE: This service is not activated when you place a call to a subscriber with a SIP phone, or one that displays multiple calls.

Figure 56 Outgoing Calls – Automatic Callback

1) On the User – Outgoing Calls menu page, click Automatic Callback. The User – Automatic Callback page appears.

2) To activate Automatic Callback, click “On”. To deactivate it, click “Off”.

NOTE: You can also deactivate current Automatic Callback sessions with a Feature Access Code (default is #8).



NOTE: You can monitor up to five lines with Automatic Callback at one time.


4.3 Call Return Use this menu item on the User – Outgoing Calls menu page to return a call to the last party that called you.

The Call Return service allows you to easily return your last call, using a Feature Access Code. You can return a call whether or not the call was answered.

Figure 57 Outgoing Calls – Call Return

1) On the User – Outgoing Calls menu page, click Call Return. The User – Call Return page appears, giving instructions for Call Return.

2) To call back the last party who called you, enter the Call Return Feature Access Code at your phone.

3) To display the previous page, click OK. The User – Outgoing Calls page appears.

4.4 Calling Party Category Use this menu item on the User – Outgoing Calls menu page to the Calling Category assigned to you by the group administrator.

Figure 58 Outgoing Calls – Calling Party Category

1) On the User – Outgoing Calls menu page, click Calling Party Category. The User – Calling Party Category page appears, describing Calling Party Category. Calling Party Categories include:

− Ordinary

− Payphone

− Prison


− Hotel

− Hospital

− Special


4.5 Last Number Redial Use this menu item on the User – Outgoing Calls menu page to redial the last number you called.

You can also use a Feature Access code to make use of the Last Number Redial service (*66, by default).

Figure 59 Outgoing Calls – Last Number Redial

1) On the User – Outgoing Calls menu page, click Last Number Redial. The User – Last Number Redial page appears, giving instructions for Last Number Redial.

2) To redial the last number you called, enter the Last Number Redial Feature Access Code at your phone or click the REDIAL button at your CommPilot Call Manager.


4.6 Calling Line ID Blocking Use this menu item on the User - Outgoing Calls menu page to enable or disable Calling Line ID Blocking. The Line ID Blocking service allows you to block or display your calling line ID when you make a call. When enabled, lines equipped with the Caller ID service will not see your name or number.

NOTE: Some people have their phones set up to refuse calls from "blocked numbers" - as with the Anonymous Rejection service. The Line ID Blocking service can be changed as needed for placing sensitive phone calls and turned off for placing calls to parties with Anonymous Rejection or similar services. This service does not apply to calls from within the group.


Figure 60 Outgoing Calls – Calling Line ID Delivery Blocking

1) On the User – Outgoing Calls menu page, click Line ID Blocking. The User – Calling Line ID Delivery Blocking page appears.

2) To enable Block Calling Line ID on Outgoing Calls, (i.e. to hide your name and number) click “On”. To disable it, click “Off”.



4.7 Speed Dial 8 Use this menu item on the User – Outgoing Calls menu page to program up to eight single-digit speed dial numbers. Once set up, you can make a call using the speed dial code, rather than dialing the whole phone number. For example, to dial the number associated with speed dial code 7, you would dial 7#.

Speed Dial 8 numbers can also be programmed using the handset, using a Feature Access Code (FAC). For example, *74 3 9624 programs speed dial code 3 to dial the number 9642. (*74 is the default FAC for Speed Dial 8. It might be different on your system.)

Figure 61 Outgoing Calls – Speed Dial 8


1) On the User – Outgoing Calls menu page, click Speed Dial 8. The User – Speed Dial 8 page appears.

2) Type the phone number or SIP-URI address in the Phone Number/SIP-URI text box next to a speed dial code.

3) Type a name or description for the speed dial code in the corresponding Name text box. This name does not affect the operation of the speed dial code.



4.8 Speed Dial 100 Use this menu item on the User – Outgoing Calls menu page to:

View or Delete Speed Dial 100 Dialing Codes

Set a Speed Dial 100 Code

Modify a Speed Dial 100 Entry

Speed Dial 100 lets you assign a two-digit speed dial code to phone number or SIP-URI address. Once set up, you can make a call using the speed dial code, rather than dialing the whole number. For example, to dial the number associated with speed dial code 77, you would dial **77#.

As indicated, Speed Dial 100 codes have a two-digit prefix associated with them. This prefix is assigned by your system administrator, and must be dialed prior to the speed dial code. By default, it is **.

You can have up to 100 two-digit speed dial numbers, from 00–99.

4.8.1 View or Delete Speed Dial 100 Dialing Codes

Use this procedure to display your Speed Dial 100 call entries, or to delete entries from the list.

Figure 62 Outgoing Calls – Speed Dial 100

1) On the User – Outgoing Calls menu page, click Speed Dial 100. The User – Speed Dial 100 page appears, showing your Speed Dial 100 call entries.


− Note the Speed Dial 100 dialing prefix. This prefix is assigned by your administrator, and must be dialed before the two-digit speed dial code. For example, to dial the number associated with speed dial code 77, you would dial **77#. (** is the default prefix for activating Speed Dial 100. It might be different on your system.)

2) To delete an entry, check the Delete box next to the entry.

3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.

WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted.


4.8.2 Set a Speed Dial 100 Code

Use this procedure to set a two-digit speed dial code to dial a frequently dialed or hard-to-remember phone number or SIP-URI address. You can have up to 100 Speed Dial 100 numbers.

Speed Dial 100 numbers can also be set using the handset, using a Feature Access Code (FAC). For example, *75 33 9624 programs speed dial code 33 to dial the number 9642. (*75 is the default FAC for Speed Dial 100. It might be different on your system.)

Figure 63 Speed Dial 100 – Speed Dial 100 Add


2) Click Add. The User – Speed Dial 100 Add page appears.

3) From the Speed Code 100 drop-down list, select a two-digit code.

4) Type a text description for the speed dial number in the Description text box.

5) Type the phone number or SIP-URI address to assign to the speed dial code in the * Phone Number/SIP-URI text box.




4.8.3 Modify a Speed Dial 100 Entry

Use this procedure to make changes to a Speed Dial 100 entry.

Figure 64 Speed Dial 100 – Speed Dial 100 Modify


2) Click Edit next to the entry to edit. The User – Speed Dial 100 Modify page appears.

3) To remove the entry click Delete. The User – Speed Dial 100 page appears.


4) To modify the entry, change the information as required. Enter a new description, phone number, or SIP-URI address for the speed dial code. You cannot edit the speed dial code.



4.9 Account Codes Use this menu item on the User – Outgoing Calls menu page to display your account codes. The Account Codes service displays the account codes assigned to you for making calls.


Figure 65 Outgoing Calls – Account Codes

On the User – Outgoing Calls menu page, click Account Codes. The User – Account Codes page appears.

The User – Account Codes page displays the information described below.

Item Description

Codes The number of the account assigned by the administrator.

Description A description of the account assigned by the administrator.

Place a Call Using an Account Code: 1) Dial the Feature Access Code for Per Call Account Code.

2) Dial the account code.

3) Dial the number.

If You Dial the Wrong Account Code: 1) While your call is in progress, flash the phone by clicking the flash button or clicking

the hang-up button once. The active call is placed on hold.

2) Redial the Feature Access Code and the account code.

3) Resume your call.

To Exit this Page: To display the previous page, click OK. The User – Outgoing Calls page appears.

4.10 Personal Phone List Use this menu item on the User – Outgoing Calls menu page to:

View or Delete Phone List Entries

Add an Entry to Your Personal Phone List

Modify or Delete an Entry in Your Personal Phone List

Import a Comma-delimited Text File

The Personal Phone List service allows you to configure a list of phone numbers you call frequently or want to remember.


NOTE: Whenever you add, delete, or modify an entry on the list, the call entries are sorted automatically, in alphabetic order.

4.10.1 View or Delete Phone List Entries

Use this procedure to display your personal phone list, or to delete entries from the list.

Figure 66 Outgoing Calls – Personal Phone List

1) On the User – Outgoing Calls menu page, click Personal Phone List. The User – Personal Phone List page appears, showing your customized phone list.





4.10.2 Add an Entry to Your Personal Phone List

Use this procedure to add a number to your customized phone list.


Figure 67 Personal Phone List – Personal Phone List Add

1) On the User – Outgoing Calls menu page, click Personal Phone List. The User – Personal Phone List page appears.

2) Click Add. The User – Personal Phone List Add page appears.

3) Type the name and number in the * Name and * Phone Number text boxes.



4.10.3 Modify or Delete an Entry in Your Personal Phone List

Use this procedure to make changes to an entry in your customized phone list.

Figure 68 Personal Phone List – Personal Phone List Modify


2) Click the Edit link next to the entry to modify. The User – Personal Phone List Modify page appears.

3) Modify the name and number as required.

4) To delete an entry, click Delete.





4.10.4 Import a Comma-delimited Text File

Use this procedure to import personal phone list call entries from an existing comma-delimited text file (.CSV format files). To produce a comma-delimited text file, see the instructions for a program such as Microsoft Outlook, Word, or Excel.

Figure 69 Personal Phone List – Personal Phone List Import


2) Click the Import Phone List link. The User - Personal Phone List Import page appears.

3) In the * Select a Phone List File text box, type the file name or click Browse to locate the .CSV file and click Open. The .CSV file must have headings “Name” and “Number”.



If you click Apply or OK, the names and numbers in the .CSV file appear in the Personal Phone List.

Below is an example of the call entries in an import list created in a text file before the file was converted to a .CSV file.

"Name","Number"

"Jane B Doe","301-555-1231"

"Jane M Doe","301-555-1232"

"Jane W Doe","301-555-1233"

"John B Doe","301-555-1234"

4.11 Preferred Carrier User Use this menu item on the User – Profile menu page to view your preferred carriers.


Figure 70 User – Preferred Carrier

1) On the User – Profile menu page, click Preferred Carrier User. The User – Preferred Carrier page appears, listing the carriers assigned to you. Preferred carriers include:

− Intra-LATA Carrier

− Inter-LATA Carrier

− Preferred International Carrier

2) To display the previous page, click OK. The User – Profile page appears.

4.12 Two-Stage Dialing Use this menu item on the User - Outgoing Calls menu page to enable or disable Two-Staged Dialing. This service allows you to use BroadWorks services from your cell phone or PSTN landline. Two-Stage Dialing provides the ability to route calls when an auxiliary line-type service is used in conjunction with BroadWorks.

Figure 71 Outgoing Calls – Two-Stage Dialing

1) On the User – Outgoing Calls menu page, click Two-Stage Dialing. The User – Two-Stage Dialing page appears.

2) To enable Two-Stage Dialing, click “On”. To disable it, click “Off”.




5 Call Control

Use the User – Call Control menu page to configure or use call control services, for example, call waiting or flash call functionality.

Figure 72 User – Call Control

The User – Call Control menu page contains these menu items:

Basic menu


− Barge-in Exempt

− Call Waiting

− Call Pickup

− Customer Originated Trace

− Directed Call Pickup

− Diversion Inhibitor

− Directed Call Pickup with Barge-in

− Flash Call Hold

− Call Transfer

− Three-Way Call


− N-Way Call

− Music/Video On Hold

Advanced services


− Charge Number

− Hoteling Host

− Hoteling Guest

− Instant Messaging and Presence

− Mobile Extension to Extension Dialing

− Physical Location

− Remote Office

− Shared Call Appearance

− Video Add-On

5.1 Access Call Control Menu To access the User – Call Control menu page, click Call Control in the Options list.

5.2 Barge-in Exempt

5.2.1 Turning Barge-in Exempt On and Off

Use this menu item on the User – Call Control menu page to turn Barge-in Exempt on and off. Barge-in Exempt allows you to prohibit others from interrupting your conversations with the Barge-in service. When it is on members of your group with the Barge-in service cannot interrupt your calls. When it is off, they can.

Figure 73 Call Control – Barge-in Exempt

1) On the User – Call Control menu page, click Barge-in Exempt. The User – Barge-in Exempt page appears.

2) To enable Barge-in Exempt, click “On”. To disable it, click “Off”.




5.3 Call Waiting

5.3.1 Turn Call Waiting On and Off

Use this menu item on the User – Call Control menu page to turn Call Waiting on and off. The Call Waiting service allows you to receive a signal when a call comes in while you are engaged in another call. You can then pick up the call, should you want to.

NOTE: Busy treatment is given to callers when the service is deactivated.

Figure 74 Call Control – Call Waiting

1) On the User – Call Control menu page, click Call Waiting. The User – Call Waiting page appears.

2) To enable Call Waiting, click “On”. To disable it, click “Off”.



5.4 Call Pickup Use this menu item on the User – Call Control menu page to view your call pickup group.

The Call Pickup service allows you to answer a ringing call to another phone in your call pickup group.


Figure 75 Call Control – Call Pickup

1) On the User – Call Control menu page, click Call Pickup. The User – Call Pickup page appears, showing the members of your Call Pickup group.

The User – Call Pickup page displays the items described below.

Item Description

Group Name Name of the Call Pickup group.

Name Name of the user in your Call Pickup group.

Department Department of the user in your Call Pickup group. 2) To pick up a ringing call at a member of your Call Pickup group, dial the Call Pickup

Feature Access Code. If there is more than one ringing call in your Call Pickup group, the call that has been ringing the longest is answered.

3) To display the previous page, click OK. The User – Call Control menu page appears.

5.5 Customer Originated Trace Select this menu item on the User – Call Control menu page to view the Customer Originated Trace service description. You cannot configure this service. You must request your group administrator to assign the service to you. If you have been assigned this service, you can dial a feature access code to put a trace on your last incoming call.


Figure 76 Call Control − Customer Originated Trace

5.5.1 Verify Assigned Feature Access Codes

Use this procedure to determine whether or not you have been assigned this service.

1) From the Options List, click Utilities. The User-Utilities menu page opens.

2) On the User-Utilities menu page, click Feature Access Codes.

3) In the Feature Access Codes list, look for the Customer Originated Trace (COT) feature access code.

− If the COT feature access code is listed, you have been assigned this feature and can dial the code to trace your last incoming call.

− If the COT feature access code is not listed, you have not been assigned this feature and cannot use this service.

4) To display the previous page, click OK. The User – Utilities menu page appears.

5.6 Directed Call Pickup Use this menu item on the User – Call Control menu page to pick up a call at an extension of your call pickup group.

The Directed Call Pickup service allows you to pick up a call at a specific extension of your call pickup group.

5.6.1 Pick Up a Call at an Extension of Your Call Pickup Group

Use this procedure to answer a call ringing at an extension of your Call Pickup group.

Figure 77 Call Control – Directed Call Pickup


1) On the User – Call Control menu page, click Directed Call Pickup. The User – Directed Call Pickup page appears, showing instructions for Directed Call Pickup.

2) To pick up a ringing call at an extension in your Call Pickup group, enter the Directed Call Pickup Feature Access Code followed by the extension at your phone.

To display the previous page, click OK. The User – Call Control page appears.

5.7 Directed Call Pickup with Barge-in Use this menu item on the User – Call Control menu page to view the status of the warning tone.

The Directed Call Pickup with Barge-in service allows you to prohibit other users from interrupting your calls with the Barge-in service.

NOTE: Dial *33 and the extension of the subscriber in your group to pickup or barge-in to a call.

5.7.1 View the Status of the Warning Tone

Use this procedure to view the status of the warning tone associated with Directed Call Pickup with Barge-in. The warning tone precedes a barge-in.

Figure 78 Call Control – Directed Call Pickup with Barge-in

1) On the User – Call Control menu page, click Directed Call Pickup with Barge-in. The User – Directed Call Pickup with Barge-in page appears.

2) The Warning Tone displays “On” or “Off.” The group administrator sets the status of the Warning Tone.

3) To display the previous page, click OK. The User – Call Control page appears.

5.8 Diversion Inhibitor Use this menu item on the User – Call Control menu page to view the Diversion Inhibitor FAC. Diversion Inhibitor allows a user to prevent redirection services from being activated on the terminating side of an unanswered call.


Figure 79 Call Control – Diversion Inhibitor

1) On the User – Call Control menu page, click Diversion Inhibitor. The User – Diversion Inhibitor page appears, describing the Diversion Inhibitor Feature Access Code.


5.9 Flash Call Hold Use this menu item on the User – Call Control menu page to hold a call at a phone without the call control functionality.

The Flash Call Hold service allows you to hold a call at a phone with no Hold button.

Figure 80 Call Control – Flash Call Hold

1) On the User – Call Control menu page, click Flash Call Hold. The User – Flash Call Hold page appears, showing instructions for Flash Call Hold.

2) To hold a call at a phone without call control functionality, flash the phone (click the flash button or click the Hangup button once).

3) Dial the Flash Call Hold Feature Activation Code.

4) Make the second call.

5) To toggle between calls, flash the phone and dial the Flash Call Hold Feature Activation Code.



5.10 Call Transfer Use this menu item on the User – Call Control menu page to transfer a call at the phone without the call control functionality.

The Call Transfer service allows you to transfer a call at a phone with no transfer button.

Figure 81 Call Control – Call Transfer

1) On the User – Call Control menu page, click Call Transfer. The User – Call Transfer page appears, showing instructions for Call Transfer.

2) To transfer a call at a phone with no transfer functionality, flash the phone (click the flash button or click the Hangup button once).

3) Dial the number to which to transfer the call.

4) When the transfer number answers, flash the phone again.


NOTE: If you have Three-Way Call, you are connected to the two callers in a three-way conference call. Hang up the phone to leave the other two callers connected.

5.11 Three-Way Call Use this menu item on the User – Call Control menu page to connect three at a phone without conferencing functionality.

The Three-Way Call service allows you to set up a three-way conference call at a phone with no conferencing functionality.


Figure 82 Call Control – Three-Way Call

1) On the User – Call Control menu page, click Three-Way Call. The User – Three-Way Call page appears, showing instructions for Three-Way Call.

2) To set up a three-way conference call at a phone with no conferencing functionality, make the first call.

3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once.


5) When the second number answers, flash the phone again.


5.12 N-Way Call Use this procedure to connect four or more calls in a conference call at a phone without conferencing functionality.

Figure 83 Call Control – N-Way Call

1) On the User – Call Control menu page, click N-Way Call. The User – N-Way Call page appears, showing instructions for N-Way Call.

2) To set up an n-way conference call at a phone with no conferencing functionality, make the first call.

3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once.



5) When the second number answers, flash the phone again.


5.13 Music/Video On Hold Use this menu item on the User – Call Control menu page to turn Music/Video On Hold on and off. The Music/Video On Hold plays music or a video for all calls when the remote party is held or parked.

5.13.1 Turn Music/Video On Hold On and Off

Figure 84 Call Control – Music/Video On Hold

1) On the User – Call Control menu page, click Music/Video On Hold. The User – Music/Video On Hold page appears.

2) To turn activate Music On Hold, click “On”. To deactivate it, click “Off”



5.14 Charge Number Use this menu item on the User – Call Control menu page to view your charge number.

The Charge Number service allows an administrator to assign a charge number, different from a user’s phone number, which will be included in the calls originated by the user. The charge number is visible in call detail records, and is used for the purposes of billing and record keeping.


Figure 85 Call Control – Charge Number

5.15 Hoteling Host Use this menu item on the User – Call Control Page to activate or deactivate your phone device as a Hoteling Host. Hoteling allows users to associate their service profiles with devices other than their own.

This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. A salesperson, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office.

Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user’s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user’s device.

NOTE: A user may not be both a hoteling host and a hoteling guest at the same time. If both of these services are assigned to you, you will be unable to accept any guests or associate with any hosts until one of these services is unassigned.

Figure 86 Call Control – Hoteling Host


1) On the User – Call Control menu page, click Hoteling Host. The User – Hoteling Host page appears, showing information on the Hoteling Host services.

2) To designate your phone as a Hoteling Host, click “On”. To deactivate it, click “Off”.



The User – Hoteling Host page displays information on the associated guest, described below.

Item Description

Association Limit The amount of time the Hoteling Guest is allowed to use your device.

Last Name Last name of the Hoteling Guest using your device.

First Name First name of the Hoteling Guest using your device.

Phone Number The phone number of the Hoteling Guest using your device.

Extension The extension number of the Hoteling Guest using your device.

Association Date The date the Hoteling Guest began using your device.

5.16 Hoteling Guest Use this menu item on the User-Call Control Page to activate or deactivate your phone as a Hoteling Guest.

Hoteling allows users to associate their service profiles with devices other than their own. This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. Salespersons, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office.

Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user’s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user’s device.

The User – Hoteling Guest page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.


Figure 87 Call Control – Hoteling Guest

1) On the User – Call Control menu page, click Hoteling Guest. The User – Hoteling Guest page appears.

2) To activate your phone as a Hoteling Guest, select “On”. To deactivate it, select “Off”.

3) If activating the service, enter a time-out limit in the Association Timeout entry box, after which the Hotel-Guest association ends.

4) To select a host, move a name from the Available Hosts column to the Associated Hosts column.

− In the Available Hosts column, select the host.

− To select the selected host for Hoteling, click Add >.

5) To select another host, move users from the Associated Host column to the Available Host column.

− In the Associated Host column, select the user.

− To remove the selected users from the display, click Remove <.


NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left.



5.17 Instant Messaging and Presence Use this menu item on the User – Call Control menu page to provide private instant messaging and presence to soft clients and SIP phones.

The Instant Messaging and Presence service allows other users to view your presence status by adding your BroadWorks ID to their contacts list. They can also send you instant messages by using your BroadWorks ID as the message destination.

Figure 88 Call Control – Instant Messaging and Presence

1) On the User – Call Control menu page, click Instant Messaging and Presence. The User – Instant Messaging and Presence page appears, showing information on the Instant Messaging and Presence services.


5.18 Mobile Extension to Extension Dialing Use this menu item on the User – Call Control menu page to view your Mobile Extension to Extension Dialing information.

If you have been assigned this feature, when you dial one of your own directory numbers, the call is routed to the Network with 999 prefixed to the digits. The Network devices can then translate on the 999 and route the call accordingly.

NOTE: The 999 prefix digits are not configurable.

Figure 89 Call Control – Mobile Extension to Extension Dialing

5.19 Push to Talk Use this menu item on the User – Call Control menu page to:


Configure Push to Talk Options

Allow Push to Talk Calls From Selected Users

Push to Talk provides an intercom-like functionality where you can call another party and be instantly connected.

5.19.1 Configure Push to Talk Options

Use this procedure to configure Push to Talk Options.

The User – Push to Talk page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Figure 90 Call Control – Push to Talk

1) On the User – Call Control menu page, click Push to Talk. The User – Push to Talk page appears.

2) Select your Auto-Answer options.

− Select “On” if you want to automatically answer Push to Talk calls.

− Check “Off” if you do not want to automatically answer Push to Talk Calls.

3) Select the Outgoing Connection Type.

− Select “One-Way” to establish a one-way path. If this option is selected, then the originator of the call can talk to the party receiving the call, but the party receiving the call cannot talk to the originator of the call.

− Select “Two-Way” to establish a two-way path. If this option is selected, then both the originator of the call and the party receiving the call can talk to each other.


5.19.2 Allow Push to Talk Calls From Selected Users

Use this procedure to select which users Push to Talk calls can be received from.

1) On the User – Call Control menu page, click Push to Talk. The User – Push to Talk page appears.

2) Select your Access List options.

− Select “Allow calls only from the users selected below” to list the users who can use Push to Talk to call you.

− Select “Allow calls from everyone except the users selected below” to accept Push to Talk calls from everyone except the listed users.

3) To add users to the display, move users from the Available Users column to the Selected Users column.

− In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.

− To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>.

4) To remove users from the display, move users from the Selected Users column to the Available Users column.

− In the Selected Users column, select the users.

− To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<.




5.20 Physical Location Use this menu item on the User – Call Control menu page to view the Physical Location service configuration.

The Physical Location service allows proper support of emergency calling in countries and regions where the location of a user cannot be derived from the user's phone number. If the Physical Location service is configured for you, you can only make calls from the physical location designated for the calling device.

The administrator is responsible for both specifying the physical location of a device and activating the service.


Figure 91 Call Control – Physical Location

5.21 Remote Office Use this menu item on the User – Call Control menu page to activate or deactivate Remote Office. The Remote Office service allows you to use an off-site phone, for example your home office phone or cell phone, as your business phone. When active, you can access your CommPilot Call Manager functionality from another phone.

All services available from your office home are available through Remote Office. In particular, if you subscribe to a name delivery service at home, External Calling Line ID must be enabled for your caller’s name and number to display with Remote Office.

Figure 92 Call Control – Remote Office

1) On the User – Call Control menu page, click Remote Office. The User – Remote Office page appears.

NOTE: You can access this page by clicking RO on your CommPilot Call Manager page. When the button to the left of the RO link on the CommPilot Call Manager is selected, this service is on. When it is not selected, it is off.

2) To activate Remote Office, select “On”. To deactivate it, select “Off”

3) Type the number of the remote phone in the Remote Phone Number text box.




NOTE: If you have both Simultaneous Ring and the Remote Office features active for the same phone number, an incoming call results in two calls. One of these calls is to the phone number. The other call is to the numbers listed in the Simultaneous Ring service or the members of the Simultaneous Ring Group.

5.22 Shared Call Appearance Use this menu item on the User – Call Control menu page to query the alternate locations assigned to you. You can have a maximum of 35 appearances assigned to you. Shared Call Appearances (SCAs) are assigned by your administrator.

The Shared Call Appearance service allows you to view your alternate locations. Alternate locations are alerted along with the primary location when an incoming call is received. Any one of these locations can answer the incoming call. The location that answers the call becomes the active location.

The alternate locations can also be used to originate calls. The location originating the call becomes the active location.

Once one location is active, the other locations cannot be used until the active location is released.

The Users – Shared Call Appearance page is a list page that contains an advanced search. The Identity/Device Profile Type, Identity/Device Profile Name, and Line Port appear. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

NOTE: For the Client Management System (CMS), this page displays the identities of each of the shared locations (CMS identities) and not Identity/Device profiles.


5.22.1 Query the Alternate Locations Assigned to You

Figure 93 Call Control – Shared Call Appearance

Figure 94 Call Control – Shared Call Appearance (Bottom of Page for CMS)

1) On the User – Call Control menu page, click Shared Call Appearance. The User – Shared Call Appearance page appears.

2) Select Alert all appearances for Click-to-Dial calls to enable Click-to-Dial alerts. When this is enabled, all of the user’s locations (primary and SCA) are alerted for a Click-to-Dial call when the user has no active location or the user has Multiple Call Arrangement (MCA) assigned and enabled. If you do not have MCA enabled, or it is disabled, and you have active location, only that active location is alerted.

3) For Multiple Call Arrangement, select “On” or “Off”. Multiple Call Arrangement provides the ability for multiple calls to be handled concurrently on different Shared Call Appearance locations for a user.

4) To configure a warning tone to alert you that a third party is now on the line, turn on one of the Bridge Warning Tone options: Barge-in only, or Barge-in and repeat every 30 seconds.

5) The User – Shared Call Appearance page list displays the items described below.

Item Description

Identity/Device Profile Type Type of device of the alternate location. (Not available for CMS.)

Identity/Device Profile Name Name of the device assigned to the alternate location. (Not available for CMS.)


Item Description

Line/Port Line or port assigned to the alternate location. (Not available for CMS.)

Shared Call Appearance Identity

Identity assigned to the alternate location. (Available only for CMS.)

6) From the drop-down list, select the “Identity/Device Profile Type”, “Identity/Device

Profile Name”, or “Line/Port” of the alternate location to search. For CMS only, select the “Shared Call Appearance Identity” to search.

7) From the drop-down list, select the search condition (“Starts With”, “Contains”, or “Equal To”).

8) Type a search string in the text box.

9) Click Find. The alternate location appears.

10) To display all alternate locations assigned to you, click Find All.


5.23 Video Add-On Use the Video Add-On service to configure a video-capable device to work with your audio device when making calls to a person who has video capability.

NOTE: You do not need this service if your audio device includes video capability.

If you do activate this feature, to receive video, you must have a video device, configured by your administrator, which is turned on and reachable by the system. If the video device cannot connect in the time allotted, the call comes through with the audio portion only.

NOTE: When you make a call with the Video Add-On service activated, it takes longer to start the call because the video is being set up.

If you set your calls to go to a remote office, and the Video Add-On service is active, only the audio portion of the call goes to the remote location. With the Video Add-On service disabled on your local device, both audio and video parts of the call go to the remote location.

Use the following procedures to configure the Video Add-On service.

Turn Video Add-On

Set the Maximum Originating Call Delay

5.23.1 Turn Video Add-On On and Off

Use this procedure to turn the Video Add-On service on and off.

The Identity/Device Profile area displays details for the device being configured.


NOTE: When the Client Management System (CMS) is enabled, the Identity/Device profile area is not shown.

Figure 95 Call Control – Video Add-On

Figure 96 Call Control – Video Add-On (CMS)

1) On the User − Call Control menu page, click Video Add-On. The User − Video Add-On page appears.

2) To activate Video Add-On, select “On”. To deactivate it, select “Off”.



5.23.2 Set the Maximum Originating Call Delay

Use this procedure to set the maximum length of time in seconds before the call drops the search for the video add-on device.


1) From the Maximum Originating Call Delay drop-down list, select “2”, “5”, or “10” seconds.




6 Calling Plans

Use the User – Calling Plans menu page to view your calling plan parameters, such as the type of numbers you can call, and the type of numbers you can receive calls from.

Figure 97 User – Calling Plans

Basic menu


− Incoming Calling Plan

Advanced services


− Outgoing Calling Plan

− Outgoing Digit Plan

6.1 Access Calling Plans Menu To access the User – Calling Plans menu page, click Calling Plans in the Options list.

6.2 Incoming Calling Plan Use this menu item on the User – Incoming Calls page to view your incoming plan.

The Incoming Calling Plan service displays the types of incoming calls you are allowed to receive.


Figure 98 Calling Plans – Incoming Calling Plan

1) On the User – Calling Plans menu page, click Incoming Calling Plan. The User – Incoming Calling Plan page appears.

The User – Incoming Calling Plan page displays the items described below.

Item Description

Permitted A check mark indicates you can receive this type of call. If no check mark appears, you cannot.

Name Indicates the name given to the type of incoming calls assigned to your group.

Legend Indicates the following permissions for receiving calls from outside of the group:

Y (Yes) – you can receive calls from outside of your group.

P (Partial) – you can receive calls from outside of the group if they are transferred to you by a member of the group.

N (No) – you cannot receive calls from outside of the group. 2) To display the previous page, click OK.

6.3 Outgoing Calling Plan Use this menu item on the User –Calling Plans menu page to:

Display Outgoing Calls You Can Place

Display the Outgoing Calls You Can Forward

Display the Outgoing Calls You Can Forward or Transfer

Display Your Permission, Be Forwarded, or Transferred

The Outgoing Calling Plan service displays the types of outgoing calls you can place, forward, or transfer.


6.3.1 Display Outgoing Calls You Can Place

Use this procedure to display the types of outgoing calls you are permitted to make.

Figure 99 Calling Plans – Outgoing Calling Plan (Originating Calls)

1) On the User – Calling Plans menu page, click Outgoing Calling Plan. The User - Outgoing Calling Plan page appears.

2) Click the Originating Calls tab.

The Originating Calls tab displays the information described below.

A “Y” in the Permitted column indicates that you can dial this type of call. If an “N” appears, you cannot. If an "A" appears in the Permitted column, an authorization code is required to make this type of call. If a "T1, T2, or T3" appears, the call is transferred to one of three alternate numbers. Below is an explanation of each call type:

Item Description

Group Calls to the business group. (Your group or system administrator designates your business group.)

Local Calls within the local calling area and local toll calls, which may or may not have charges associated with them.

Toll Free Free calls to numbers beginning with 1, usually followed by 800, 877, or 888.

Toll Chargeable calls within the same geographic region.

International Chargeable calls to other countries.

Operator Assisted Calls made with the assistance of an operator.


Item Description

Chargeable Directory Assistance

Chargeable calls made to Directory Assistance such as 411 or the area code followed by 555-1212.

Special Services I Calls to 700 numbers. These calls may or may not be chargeable.

Special Services II (Reserved for System Administrator's discretion.)

Premium Services I Chargeable calls to numbers beginning with 900.

Premium Services II Chargeable calls to numbers beginning with 976.

Casual 101XXXX chargeable calls, for example, 1010321 followed by the number you are calling.

URL Dialing Calls made to an e-mail address that is outside of the business group.

Unknown Calls to unknown call types.

You are permitted to make emergency calls to numbers such as 911, if those services are available in your area.

3) To display the previous page, click OK. The User – Calling Plans menu page appears.

6.3.2 Display the Outgoing Calls You Can Forward

Use this procedure to display the types of outgoing calls you are permitted to forward.

NOTE: Depending on the way your system is configured, the Initiating Call Forwards tab may be replaced with an Initiating Call Forwards/Transfers tab.

Figure 100 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards)


1) On the User – Calling Plans menu page, click Outgoing Calling Plan. The User – Outgoing Calling Plan page appears.

2) Click the Initiating Call Forwards tab.

The Initiating Call Forwards/Transfers tab displays the information described below.

A check mark in the Permitted column indicates that you can forward this type of call. If no check mark appears, you cannot forward the call type. Below is a definition of the call types.

Item Description













Casual 101XXXX chargeable calls, for example 1010321 followed by the number you are calling.


Unknown Calls to unknown call types. 3) To display the previous page, click OK. The User – Calling Plans menu page

appears.

6.3.3 Display the Outgoing Calls You Can Forward or Transfer

Use this procedure to display the types of outgoing calls you are permitted to forward or transfer.

NOTE: Depending on the way your system is configured, the Initiating Call Forwards/Transfers tab may be replaced with an Initiating Call Forwards tab.


Figure 101 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards/Transfers)


2) Click the Initiating Call Forwards/Transfers tab.

The Initiating Call Forwards/Transfers tab displays the information described below.

A check mark in the Permitted column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot forward or transfer the call type. Below is a definition of the call types.


Item Description













Casual 101XXXX chargeable calls, for example 1010321 followed by the number you are calling.


Unknown Calls to unknown call types. 3) To display the previous page, click OK. The User – Calling Plans menu page

appears.

6.3.4 Display Your Permission, Be Forwarded, or Transferred

Use this procedure to display the permission assigned to you to have a call forwarded or transferred outside of your group.

Figure 102 Calling Plans – Outgoing Calling Plan (Being Forwarded/Transferred)



2) Click the Being Forwarded/Transferred tab.

The Being Forwarded/Transferred tab appears. A check mark in the Permitted column indicates that you can have a call forwarded or transferred outside of your group. If no check mark appears, your calls cannot be forwarded or transferred.

3) To display the previous page, click OK. The User – Calling Plans menu page appears.

6.4 Outgoing Digit Plan Use this menu item on the User – Calling Plans menu page to:

Display Special Calls You Can Make

Display Special Calls You Can Forward or Transfer

The Outgoing Digit Plan service displays the special call types you are permitted to make, forward, or transfer.

6.4.1 Display Special Calls You Can Make

Use this procedure to display the special call types you are permitted to make. The call types on this screen are defined and assigned by your administrator.

Figure 103 Calling Plans – Outgoing Digit Plan (Originating Calls)

1) On the User – Calling Plans menu page, click Outgoing Digit Plan. The User – Outgoing Digit Plan page appears.

2) Click the Originating Calls tab.

The Originating Calls tab displays the types of calls you are permitted to make.

A “Y” in the Permitted column indicates that you can make this type of call. An “N” indicates you cannot. If an “A” appears in the Permitted column, an authorization


code is required to make this type of call. If a “T1”, “T2”, or “T3” appears, the call is transferred to one of three alternate numbers.


6.4.2 Display Special Calls You Can Forward or Transfer

Use this procedure to display the special call types you are permitted to forward or transfer. The call types on this screen are defined and assigned by your administrator.

Figure 104 Calling Plans – Outgoing Digit Plan (Forwarded/Transferred Calls)

1) On the User – Calling Plans menu page, click Outgoing Digit Plan. The User – Outgoing Digit Plan page appears.

2) Click the Initiating Call Forwards/Transfers tab.

The Initiating Call Forwards/Transfers tab displays the types of calls you are permitted to forward or transfer. A check mark in the Permitted column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot.



7 Client Applications

Figure 105 User – Client Applications

The User – Client Applications menu page contains these menu items:

Basic Menu


− Attendant Console

− Busy Lamp Field

− CommPilot Call Manager

− Client Call Control

− Outlook Integration

− Phone Status Monitoring

− Windows Messenger

Advanced Menu


− BroadWorks Agent

− BroadWorks Supervisor

− BroadWorks Assistant – Enterprise

− BroadWorks Receptionist


− BroadWorks Communicator

− BroadWorks Communicator Multimedia

− BroadWorks Communicator G.729

− Client License

7.1 Access Client Applications Menu To access the User – Client Applications menu page, click Client Applications in the Options list.

7.2 Attendant Console The Attendant Console allows you to view call activity (on a call, not on a call, or do not disturb) for selected members in your group.

7.2.1 Customize the Attendant Console

Use this menu item on the User – Client Applications menu page to customize the columns displayed on the Attendant Console.

Figure 106 Client Applications – Attendant Console

1) On the User – Client Applications menu page, click Attendant Console. The User – Attendant Console page appears.

The User – Attendant Console page displays the column titles described below.

Column Titles Description

Action Populates the Call Manager dialog box with the phone number.

Department Department of the user.

E-mail User’s e-mail address.


Column Titles Description

Extension Telephone extension of the user.

Mobile User’s mobile telephone number.

Name Name of the user.

Number Telephone number of the user.

Pager User’s pager number.

Status A red icon appears if you are on a call or has a red line through it indicating Do Not Disturb (DND) is enabled.

Title User’s title, name, and department. This is a sortable field. 2) Check Launch Attendant Console on Login if you want to launch the Attendant

Console service when logging in.

3) Check View Call Details if you want to see details of calls on the Attendant Console.

4) To add columns to the display, move columns from Available Columns to Displayed Columns.

− In the Available Columns, select the columns. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.

− To add the selected columns to the display, click Add >. To move all columns (unselected) at once, click Add All >>.

5) To remove the selected columns from the display, click Remove <. To move all columns (unselected) at once, click Remove All <<.

− In the Displayed Columns, select the columns.

− To remove columns from the display, move columns from the Displayed Columns to the Available Columns.


6) Position the displayed columns as required, by clicking in the column you wish to move within the display and clicking Move Up and Move Down.



NOTE: You must add users to monitor in the Phone Status Monitor service before their names can appear in the Attendant Console.


7.2.2 Display Calls with Attendant Console

This section provides reference information on the Attendant Console page.

Figure 107 Attendant Console Page

From any page on CommPilot Personal, click the Attendant Console link in the upper right-hand corner. The Attendant Console page appears.

The Attendant Console page displays the columns and tabs described below.

Column or Tab Name Instructions

Status Indicates the user call status.

− A red icon indicates that the user is on a call. − A green icon indicates that the user is not engaged on a call. − A red crossing line icon indicates that Do Not Disturb (DND) is

enabled on the user’s line.

Name Displays the user’s name. Clicking on the column header sorts the list by name.

Number Displays the user’s phone number.

Ext Displays the user’s extension.

Action Populates the Call Manager window with this user’s calling information.

Department Displays the user’s department.

Title Displays the user’s title.

Mobile Displays the user’s mobile number.

Pager Displays the user’s pager number.

E-mail Launches the mail client with the user’s e-mail.

User Detail Displays the detailed information of the selected user.


Column or Tab Name Instructions

Call Info Displays the information about the selected call.

7.2.3 Filter Calls in the Attendant Console

1) On the Attendant Console, from the drop-down list, select the filter type (“Name”, “Department”, or “Title”).

2) Click Set. The list displays the call entries that match the filter.

3) Click Reset to display the original call entries.

Hot keys are available for quick access to Attendant Console features:

Hot Key Instructions

ALT-S Applies the current filter to the call entries in the table.

ALT-R Resets the filter so that all the call entries are displayed in the table.

CTRL-D Displays and populates Call Manager with the selected user’s phone number for the selected row.

CTRL-M Displays and populates Call Manager with the selected user’s mobile number for the selected row.

CTRL-P Displays and populates Call Manager with the selected user’s pager number for the selected row.

CTRL-E Launches the default mail client with the To address populated with the selected user's e-mail.

A through Z Positions the cursor on the name of the first user whose last name begins with that letter or the next user after that (if a user does not exist with a last name beginning with the letter).

7.3 Busy Lamp Field The Busy Lamp Field feature allows SIP Attendant Console phones to manage the lamp and console displays for monitored users. You can select members in your group or enterprise to be monitored using a SIP Attendant Console phone.

Use the Busy Lamp Field page to add or remove users to be monitored.


Figure 108 User – Busy Lamp Field

1) To select users, move users from the Available Users column to the Monitored Users column.

− In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.

− To select the selected users, click Add >. To select all users (unselected) at once, click Add All >>.

2) To de-select, move users from the Monitored Users column to the Available Users column.

− In the Monitored Users column, select the users.

− To de-select the selected users, click Remove <. To de-select all users (unselected) at once, click Remove <<.

NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove << buttons always move items from a column on the right to a column on the left.




7.4 CommPilot Call Manager Use this menu item on the User – Client Applications menu page to display information on CommPilot Call Manager.

The CommPilot Call Manager service allows you to initiate, manipulate, and receive calls through a web-based interface.

Figure 109 Client Applications – CommPilot Call Manager

1) On the User – Client Applications menu page, click CommPilot Call Manager. The User – CommPilot Call Manager page appears, showing information on the CommPilot Call Manager services.

2) To access CommPilot Call Manager, click Call Manager at the upper right of a page.

3) To have the CommPilot Call Manager launch automatically upon login, check Launch CommPilot Call Manager on Login.

To display the previous page, click OK. The User – Client Applications menu page appears.

7.5 Client Call Control Use this menu item on the User – Client Applications menu page to view your account for third-party call control applications.

The Client Call Control service allows you to use applications such as the Client Application Protocol (CAP) interface through an external call client application. This service must be assigned to you by your group administrator. You cannot configure this service.


Figure 110 Client Applications – Client Call Control

1) On the User – Client Applications menu page, click Client Call Control. The User – Client Call Control page appears.

2) To display the previous page, click OK. The User – Client Applications page appears.

7.6 Outlook Integration Use this menu item on the User – Client Applications menu page to activate or deactivate Outlook integration. The Outlook Integration service allows you to access your Outlook contacts from CommPilot Call Manager.

Figure 111 Client Applications – Outlook Integration

1) On the User – Client Applications menu page, click Outlook Integration. The User – Outlook Integration page appears.

NOTE: When the CommPilot Call Manager page is opened, an alert box appears asking if a BroadSoft component can be downloaded, which enables Outlook Integration. Click OK to allow download and installation. (This can take a few minutes.) The CommPilot window appears upon completion.


You may be instructed to reboot your PC for the changes to take effect. If you click NO, you do not have an Outlook list to view. Clicking NO can cause scripting errors. Until you download the necessary components, the alert box appears each time CommPilot is opened.

2) To activate Outlook Integration, select “On”. To deactivate it, select “Off”.

3) Specify the location from which your contacts are retrieved. Select either Retrieve Contacts From Default Contact Folder Only, or Retrieve All Contacts.



7.7 Phone Status Monitoring Use this menu item on the User – Client Applications menu page to add users to the Phone Status Monitoring service. This service allows you to monitor calls within your group. It is configurable via the Attendant Console.

The User – Phone Status Monitoring page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Figure 112 Client Applications – Phone Status Monitoring

1) On the User – Client Applications menu page, click Phone Status Monitoring. The User – Phone Status Monitoring page appears.

2) To add users to the display, move users from the Available Users column to the Monitored Users column.

− In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several


items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard.

− To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>.

3) To remove users from the display, move users from the Monitored Users column to the Available Users column.

− In the Monitored Users column, select the users.

− To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<.


4) To filter the users in the display, from the Show only drop-down list, select a filter.



7.8 Windows Messenger Use this menu item on the User – Client Applications menu page to use Windows messenger functionality.

The Windows Messenger service allows you to use Microsoft Messenger instead of an analog or IP phone to make and receive calls. In addition, Windows Messenger allows you to perform private instant messaging between members of your group. You retain access to all your features while using Windows Messenger.

Figure 113 Client Applications – Windows Messenger

1) On the User – Client Applications menu page, click Windows Messenger. The User – Windows Messenger page appears, showing information on the Windows Messenger service.



7.9 BroadWorks Agent The BroadWorks Agent is a toolbar for Microsoft Outlook and Internet Explorer that enables users to perform typical call center agent activities, call control, basic reporting, and service configuration.

For more information, see the BroadWorks Call Center User Guide.

Figure 114 Client Applications – BroadWorks Agent

1) On the User – Client Applications menu page, click BroadWorks Agent. The User – BroadWorks Agent page appears.


7.10 BroadWorks Supervisor The BroadWorks Supervisor is a toolbar for Microsoft Outlook and Internet Explorer that enables users to perform advanced call features of a call center such as:

Real-time queue monitoring capabilities

Enhanced reporting

Supervisor barge-in service

BroadWorks Call Center service integration

For information on configuring BroadWorks Call Center, see the BroadWorks Call Center Administration Guide. For information on using BroadWorks Call Center, see the BroadWorks Call Center User Guide.

Figure 115 Client Applications – BroadWorks Supervisor


1) On the User – Client Applications menu page, click BroadWorks Supervisor. The User – BroadWorks Supervisor page appears.


7.11 BroadWorks Assistant – Enterprise The BroadWorks Assistant – Enterprise is an integrated toolbar that enables you to make and accept telephone calls, and change telephone settings, from within Internet Explorer and Outlook. For example, you can automatically initiate calls by clicking on phone numbers from within Outlook or Internet Explorer. You can also configure basic call control services, such as Selective Call Forwarding, Do Not Disturb, Voice Mail to E-mail, Simultaneous Ring, and so on.

For information on using BroadWorks Assistant – Enterprise, see your BroadWorks Assistant-Enterprise User Guide.

Figure 116 Client Applications – BroadSoft Assistant – Enterprise

1) On the User – Client Applications menu page, click BroadSoft Assistant – Enterprise. The BroadSoft Assistant – Enterprise page appears.


7.12 BroadWorks Receptionist The BroadWorks Receptionist is an attendant console for use by receptionists, or telephone attendants, who manage and screen inbound calls for enterprises. It enables advanced call control specification, contact directories and phone status.

For information on using BroadWorks Receptionist, see the BroadWorks Receptionist User Guide.


Figure 117 Client Applications – BroadWorks Receptionist

1) On the User – Client Applications menu page, click BroadWorks Receptionist. The User – BroadWorks Receptionist page appears.


7.13 BroadWorks Communicator Use this menu item on the User – Client Applications menu page to verify that the BroadWorks Communicator feature has been assigned to you.

BroadWorks Communicator is an audio-only soft client.

Figure 118 Client Applications – BroadWorks Communicator

1) On the User – Client Applications menu page, click BroadWorks Communicator. The User – BroadWorks Communicator page appears.


7.14 BroadWorks Communicator Multimedia Use this menu item on the User – Client Applications menu page to verify that the BroadWorks Communicator Multimedia feature has been assigned to you.

BroadWorks Communicator Multimedia is a video add-on service. This service enables video for the BroadWorks Communicator service.


Figure 119 Client Applications – BroadWorks Communicator Multimedia

1) On the User – Client Applications menu page, click BroadWorks Communicator Multimedia. The User – BroadWorks Communicator Multimedia page appears.


7.15 BroadWorks Communicator G.729 Use this menu item on the User – Client Applications menu page to verify that the BroadWorks Communicator G.729 feature has been assigned to you.

BroadWorks Communicator G.729 enables the G.729 audio codec for all voice calls on BroadWorks Communicator.

Figure 120 Client Applications – BroadWorks Communicator G.729

1) On the User – Client Applications menu page, click BroadWorks Communicator G.729. The User – BroadWorks Communicator G.729 page appears.


7.16 Client License Use this menu item on the User – Client Applications menu page to verify that a licensable third-party service has been assigned to you.

NOTE: If there is no Client License item on the menu, none has been assigned to you.

1) On the User – Client Applications menu page, click Client License. The User – Client License page appears.


− The message “This service has no configuration” indicates the third-party service has been assigned to you, and requires no configuration at the user level.



8 Messaging

Use the User –Messaging menu page to configure voice mail parameters, such as distribution lists or greetings.

Figure 121 User – Messaging

Basic menu


− Aliases

− Distribution Lists

− Greetings

− Voice Portal

− Voice Management

Advanced services


− Third-Party MWI Control

− Third-Party Voice Mail Support

− Voice Portal Calling

− Fax Messaging

8.1 Access Messaging Menu To access the User – Messaging menu page, click Messaging in the Options list.

8.2 Aliases Use this menu item on the User – Messaging menu page to:

View or Delete Your Aliases


Add an Alias

The Aliases service allows you to access your voice mailbox from other phones as if you were at your primary phone.

NOTE: To receive calls from other phones, you need to program your phone to forward and/or call forward no answer to the Voice Portal DN, or the number that you call to retrieve your messages.

8.2.1 View or Delete Your Aliases

Use this procedure to view or delete the other phone numbers from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone).

Figure 122 Messaging – Aliases

1) On the User – Messaging menu page, click Aliases. The User – Aliases page appears, showing your aliases.




4) To exit without saving, select another page or click Cancel to display the previous page.

8.2.2 Add an Alias

Use this procedure to add a phone number from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone).


Figure 123 Aliases – Aliases Add

1) On the User – Messaging menu page, click Aliases. The User – Aliases page appears, showing your aliases.

2) Click Add. The User – Aliases Add page appears.

3) Type the alias phone number in the * Phone Number text box.



5) In the User – Aliases page, save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.

8.3 Distribution Lists Use this menu item on the User – Messaging menu page to:

Create a Distribution List

Add or Delete a Distribution List

The Distribution Lists service allows you to create and maintain lists of phone numbers or SIP-URI addresses for distributing voice mail messages.

8.3.1 Create a Distribution List

Use this procedure to create a list of phone numbers or SIP-URI addresses for distributing voice mail messages. You can create up to 10 different lists.


Figure 124 Messaging – Distribution Lists

1) On the User – Messaging menu page, click Distribution Lists. The User – Distribution Lists page appears.

2) Click the tab for the list that you want to create.

3) In the Description text box, enter a description of this list for your own reference.



NOTE: You can modify this list at any time. Remember to save your changes.

8.3.2 Add or Delete a Distribution List Entry

Use this procedure to add a phone number or SIP-URI address to a distribution list, or to delete one from it.


Figure 125 Distribution Lists – Distribution Lists Add/Delete

1) On the User – Messaging menu page, click Distribution Lists. The User – Distribution Lists page appears.

2) Click the tab for the list that you want to add to or delete from.

3) To add an entry, type a phone number or SIP-URI address in the Phone Number/SIP-URI text box.

4) Click Add. The entry is added to the list.

5) Or, to delete and entry, check the Delete box beside the phone number to be deleted.

6) Click Delete. The entry is deleted.


8.4 Greetings Use this menu item on the User – Messaging menu page to configure your greetings.

The Greetings service allows you to configure the messages your callers hear or see when your phone is busy or you do not answer.

NOTE: You can upload video files to be used as your personal greetings. However, if the calling party is not able to see video, then only the audio portion is heard.


Figure 126 Messaging – Greetings

On the User – Messaging menu page, click Greetings. The User – Greetings page appears.

8.4.1 To Set the Busy Greeting:

1) If you want callers to hear or see the standard system greeting when your phone line is busy, select System greeting.

Or,

2) If you want callers to hear or see a personalized message, select Personal greeting.

3) Type the name of a .WAV file that contains your personalized greeting in the Load personal greeting text box, or click Browse to locate the file. If your voice messaging service has video support enabled, you can also type the name of a .MOV file that contains your personalized greeting in the Load Personal Video Greeting text box, or click Browse to locate the file.

NOTE: You can modify the Busy Greeting at any time. Remember to save your changes.

8.4.2 To Set the No Answer Greeting:

1) If you want callers to hear or see the standard system greeting when there is no answer, select System greeting.


Or,

2) If you want callers to hear or see a personalized message, select Unavailable Greeting.

3) Type the name of a .WAV file that contains your personalized greeting in the Load Unavailable Greeting text box, or click Browse to locate the file. Type the name of a .MOV file that contains your personalized greeting in the Load Unavailable Video Greeting text box, or click Browse to locate the file. Go to step 2 of this procedure.

If you have recorded an alternate greeting for callers to hear or see when there is no answer, type the name of the alternate greeting in the Greeting Name text box, click the button next to one of the alternate greetings. Type the name of a .WAV file that contains your personalized greeting in the Audio control, or click Browse to locate the file. If your voice messaging service has video support enabled, you can also type the name of a .MOV file that contains your personalized greeting in the Video control, or click Browse to locate the file.

NOTE: You may provide up to three alternate No Answer recordings. However, only one No Answer recording may be active at any time: the System Greeting, the Personal Greeting, or one of the alternate greetings.

4) Select the number of rings you want callers to hear before your greeting. Other services, such as Call Forwarding No Answer, share this setting, and if it is changed in one service, that change affects all other services using this value.



NOTE: You can modify the No Answer Greeting at any time. Remember to save your changes.

8.5 Voice Portal Use this menu item on the User – Messaging menu page to upload a recorded personalized name.

The Personalized Name service allows you to configure a recording of your name for Auto Attendant and Messaging.

8.5.1 Upload a Recorded Personalized Name

Use this procedure to upload a recording of your name for Auto Attendant and Messaging.


Figure 127 Messaging – Voice Portal

1) On the User – Messaging menu page, click Voice Portal. The User – Voice Portal page appears.

2) Check the box to indicate that the personalized name recording should be used with Auto Attendant and Voice Messaging. Callers hear the user name recording when using the name-dialing feature and when transferring to the user’s extension.

NOTE: Depending on the way your group administrator has configured the group Voice Portal, this checkbox may not be editable. For example, if the personalized name recording usage has been assigned to your group by the group administrator, a check-mark appears in the interface, but it is not editable.

3) Type the name of the .WAV file of the user name in the Load Name text box or click Browse to locate the file.

4) Check the Auto-login to Voice Portal when calling from my home text box to enable the auto-login option. When this is enabled, the system recognizes the calling user, and the password collection phase is skipped.



8.6 Voice Management Use this menu item on the User – Messaging menu page to:

Activate and Set Up Voice Messaging

Configure Advanced Settings for Voice Management

The Voice Management service allows you to configure the handling of your voice messages.

8.6.1 Activate and Set Up Voice Messaging

Use this procedure to specify how you want your voice messages handled.


Figure 128 Messaging – Voice Management

1) On the User – Messaging menu page, click Voice Management. The User – Management page appears.

2) For Voice Messaging, select “On”.

3) Indicate if you want all calls, busy calls, or unanswered calls sent to voice mail.

4) To retrieve voice messages using the phone and e-mail, select Use unified messaging.

5) If you have selected unified messaging and you want to hear a stuttered dial tone (and on some phones see a blinking light) to inform you when you have messages waiting, check Use Phone Message Waiting Indicator.

6) If you always listen to your voice messages using your e-mail client and do not use the phone retrieval option, click Forward it to this e-mail address and type the e-mail address where you want your voice messages to be sent.

7) If you want to receive a short e-mail message informing you about incoming calls, check Notify me by e-mail of the new voice message at this address and type the e-mail address where you want these notifications to be sent.

8) If you want a carbon copy of your messages to be sent to another e-mail address, check E-mail a carbon copy of the voice message to and type the e-mail address where you want the copy to be sent.

9) If you want callers to be able to press 0 during your outgoing voice message and be transferred to another number, such as a mobile phone or Auto Attendant, check Transfer on “0” to Phone Number and type the phone number to transfer the calls.

10) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.


8.6.2 Configure Advanced Settings for Voice Management

Use this procedure to configure advanced voice management settings. You can perform this procedure only if you have access to the (Advanced Settings [Also saves current screen data]) hyperlink. See your group administrator for access to this hyperlink.

Figure 129 Voice Management – Management Advanced Settings

1) On the User – Messaging menu page, click Voice Management. The User – Management page appears.

2) Click the (Advanced Settings [Also saves current screen data]) link. The User – Management Advanced Settings screen appears.

3) If you want to use a personal server for your messages, go to step 8 of this procedure. Otherwise, click the Group’s Mail Server.

4) Type your e-mail address.

5) Type your user ID for the group mail server.

6) Type your password for the group mail server.

7) Go to step 14 of this procedure.

8) If you want to use a personal server for your messages, click a Personal Mail Server.

9) Type the IP address or the fully qualified name of the mail server hosting the e-mail account for your voice messages.

10) From the drop-down list, select the protocol that must be used to connect to the account, either “POP3” or “IMAP”.

11) Select Delete all messages marked for deletion when using IMAP to permanently delete all messages marked for deletion.

12) Type your e-mail address.


13) Type your user ID for the personal mail server.

14) Type your password for the personal mail server.



8.7 Third-Party MWI Control Use this menu item on the User – Messaging menu page to use third-party MWI control.

The Third Party MWI Control service allows you to receive a message waiting indicator (MWI) to alert you of messages waiting on a third-party voice mail system. When you redirect incoming calls encountering a busy or no answer condition to a third-party voice mail system, this service gives you an MWI when messages are deposited on this mail system. The MWI can be a stuttered dial tone or, on some phones, a light on your phone. The MWI is deactivated when you retrieve your messages.

8.7.1 Use Third-Party MWI Control

Use this procedure to receive a message from other network elements to allow your Message Waiting Indicator (MWI) to work on your phone.

Figure 130 Messaging – Third-Party MWI Control

1) On the User – Messaging menu page, click Third-Party MWI Control. The User – Third-Party MWI Control page appears, showing information about the Third-Party MWI Control service.

2) To display the previous page, click OK. The User – Messaging menu page appears.

8.8 Third-Party Voice Mail Support Use this menu item on the User – Messaging menu page to configure a third-party voice mail system.

Third-Party Voice Mail Support allows you to use an external voice mail system to handle your voice messages.


8.8.1 Configure a Third-Party Voice Mail System

Use this procedure to configure a third-party voice mail system to handle your voice messages.

Figure 131 Messaging – Third-Party Voice Mail Support

1) On the User – Messaging menu page, click Third-Party Voice Mail Support. The User – Third-Party Voice Mail Support page appears.

2) To activate third-party voice mail support, click “On”. Click “Off” to deactivate this service.

3) If you activated this service and want to send your busy calls to the third-party voice mail system, check the Send Busy Calls to Voice Mail box.

4) If you activated this service and want to send your unanswered calls to the third-party voice mail system, check the Send Unanswered Calls to Voice Mail box.

5) For Number of rings before greeting, select the number of rings before the voice mail greeting is played.


7) To exit without saving, select another page or click Cancel to display the previous page.

8.9 Voice Portal Calling Use this menu item on the Messaging – Incoming Calls page to turn Voice Portal Calling on or off. The Voice Portal Calling service allows you to make a call from a phone as if you were calling from your desk phone. To access the Make Call option from the Voice Portal Calling menu, turn Voice Portal Calling on.

8.9.1 Turn Voice Portal Calling On or Off

Use this procedure to enable or disable Voice Portal Calling.


Figure 132 Messaging – Voice Portal Calling

1) On the User – Messaging menu page, click Voice Portal Calling. The User – Voice Portal Calling page appears.

2) To enable Voice Portal Calling, click “On”. To disable it, click “Off”. When Voice Portal Calling is on, you can make calls from the Voice Portal menu from the Make Call option.



8.10 Fax Messaging

8.10.1 Turn Fax Messaging On and Off

Use this menu item on the Messaging – Incoming Calls page to turn Fax Messaging on or off. Fax Messaging allows you to receive faxes over a dedicated phone number. Faxes received are immediately stored in your voice messaging mailbox, and are accessible for review and printing via the Voice Portal. Voice Management services and Call Notification services apply to fax messages.

Using the Voice Portal, you retrieve fax messages in the same manner that you retrieve voice messages. You can review new and existing fax messages, skip, repeat, save and erase fax messages, and play fax envelope information. In addition, faxes can be printed.

To print a fax from the Voice Portal, you supply a fax machine number, when prompted, identify where the fax is sent for printing. The call to the fax machine for printing is subject to your usual call restrictions.

If Call Notification is turned on for you, an e-mail is sent to the address specified every time a fax is received; indicating the receipt of the fax message, the calling number and the time and day it was received. After printing from the Voice Portal an e-mail is also sent, indicating the success or failure of the print job. For information on setting up Call Notification, see section 3.8 Call Notify.

Depending on your Voice Management settings, you can also receive fax messages through your e-mail application. In this case, faxes appear as TIFF attachments to e-mail. You can view these using a suitable third-party application such as Microsoft Windows Picture and Fax Viewer. From there, faxes can be sent to a printer. For information on setting up to receive voice and fax messages as e-mail, see section 8.6 Voice Management.


Your administrator is responsible for assigning you a fax number and initially enabling fax messaging.

Figure 133 Messaging – Fax Messaging

1) On the User – Messaging menu page, click Fax Messaging. The User – Fax Messaging page appears.

2) To enable Fax Messaging, click “On”. To disable it, click “Off”.

− When Fax Messaging is on, you can receive faxes at the number assigned to you for this purpose.




9 Service Scripts

Use the User – Service Scripts menu page to configure and load Call Processing Language (CPL) scripts and view the CPL logs.

CPL scripts are custom-written scripts for specialized call control. For example, a law firm may want to customize Call Notify to trigger an e-mail notification to the billing department for every incoming call. This could be accomplished using a CPL script. BroadSoft, certified third-party developers, certified group administrators, or service providers develop CPL scripts.

Figure 134 User – Service Scripts

The User – Service Scripts – Basic menu displays the items that all users can use including:

Configuration

Load

Logs

9.1 Access Service Scripts Menu To access the User – Service Scripts menu page, click Service Scripts in the Options list.

9.2 Configuration Use this menu item on the User – Service Scripts menu page to enable or disable a CPL script that has already been loaded.

NOTE: A Service Script you enable at the user level takes precedence over one enabled at the group level.

9.2.1 Enable or Disable CPL Scripts

Use this procedure to enable or disable a CPL script for specialized call control.


Figure 135 Service Scripts – Configuration

1) On the User – Service Scripts menu page, click Configuration. The User – Configuration page appears. When selected, the path of the script file displays with the .cpl extension in the Script Source box.

2) Click “Enabled” or “Disabled”. “Enabled” indicates the feature is on.



9.3 Load Use this menu item on the User – Service Scripts menu page to load a CPL script.

The Load service allows you to load a CPL script for use in specialized call control.

9.3.1 Load a CPL Script

Use this procedure to load a CPL script.


Figure 136 Service Scripts – Load

1) On the User – Service Scripts menu page, click Load. The User – Load page appears.

2) If the script is in a file, type the path and file name in the File text box or click the Browse button to locate the file. If the file is located on a web server, type the address in the URL text box.

3) Click Apply to start loading. To exit without loading, click Cancel or select another page.

− “Saved” indicates the file loaded and parsed correctly. If the file does not parse, an error message is displayed indicating the line number and error type.

4) To display the previous page, click OK. The User – Service Scripts page appears.

9.4 Logs Use this menu item on the User – Service Scripts menu page to view and clear the CPL log.

The Logs service allows you to examine the CPL log file.

9.4.1 View and Clear the CPL Log

Use this procedure to view the CPL log and clear the log, if you wish.


Figure 137 Service Scripts – Logs

1) On the User – Service Scripts menu page, click Logs. The User – Logs page appears, showing the CPL log trail. The logs displayed in the Log trail box are the logs generated by and specified in the script.

2) If you want to clear the log trail, check Clear Logs.




10 Utilities

This chapter contains sections that correspond to each item on the User – Utilities menu page.

Use the User – Utilities menu page to change your system password, display your call logs, consult your Feature Access Codes, view your group directory, and verify your intercept user status.

Figure 138 User – Utilities

Basic menu


− Authentication

− Enhanced Call Logs

− Feature Access Codes

− Group Directory

− Enterprise Directory

− Intercept User

NOTE: Group Directory only appears if you are a member of a group. Enterprise Directory only appears if you are a member of an enterprise.

10.1 Access Utilities Menu To access the User – Utilities menu page, click Utilities in the Options list.

10.2 Authentication Use this menu item on the User – Utilities menu page to set your new password.

The Authentication service allows you to change your system password to prevent unauthorized access to your account.


10.2.1 Set Your New Password

Use this procedure to set your new system password. All text boxes are required.

Figure 139 Utilities – Authentication

1) On the User – Utilities menu page, click Authentication. The User – Authentication page appears.

2) Type your Authentication User Name.

3) Type your current authentication password.

4) Type your new authentication password.

5) Confirm your new authentication password.



10.3 Enhanced Call Logs Use this menu item on the User – Utilities menu page to:

View Placed Calls

View Received Calls

View Missed Calls

The Enhanced Call Logs service allows you to view the latest placed, received, or missed calls.

10.3.1 View Placed Calls

Use this procedure to display all placed calls.


Figure 140 User – Enhanced Call Logs (Placed Calls Tab)

1) On the User – Utilities menu page, click Enhanced Call Logs. The User – Enhanced Call Logs page displays the Placed Calls tab.

The User – Enhanced Call Logs page displays the items described below.

Item Description

Name Name of the person called.

Phone Number Phone number of the person called.

Date/Time The date and time the call was placed. 2) To display the previous page, click OK.

10.3.2 View Received Calls

Use this procedure to display all received calls.

Figure 141 User – Enhanced Call Logs (Received Calls Tab)


2) Click the Received Calls tab. The User – Enhanced Call Logs page displays the Received Calls tab.



Item Description

Name Name of the person who called.

Phone Number Phone number of the person who called.


10.3.3 View Missed Calls

Use this procedure to display all missed calls.

Figure 142 User – Enhanced Call Logs (Missed Calls Tab)


2) Click the Missed Calls tab. The User – Enhanced Call Logs page displays the Missed Calls tab.


Item Description

Name Name of the person who called.

Phone Number Phone number of the person who called.


10.4 Feature Access Codes Use this menu item on the User – Utilities menu page to view your feature access codes.

The Feature Access Codes service allows you to consult the list of star codes assigned to you. You can view, but not edit these codes.

10.4.1 View Your Feature Access Codes

Use this procedure to display your Feature Access Codes.


Figure 143 Utilities – Feature Access Codes

1) On the User – Utilities menu page, click Feature Access Codes. The User – Feature Access Codes page appears, showing your star codes. The following table describes the Feature Access Codes.

Code Name Description

#8 Automatic Callback Deactivation Terminates all current Automatic Callback sessions.

Automatic Callback retries a busy line automatically, with notification as soon as the called party is free. The called party must be in the same group as you.

*72 Call Forwarding Always Activation Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant. After dialing the feature access code, dial the phone number where you want your calls to be redirected.



*73 Call Forwarding Always Deactivation

Terminates the Call Forwarding Always service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding No Answer, or Do Not Disturb.

*21 Call Forwarding Always to Voice Mail Activation

Redirects incoming phone calls to your voice mail.

#21 Call Forwarding Always to Voice Mail Deactivation

Terminates the Call Forwarding Always To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding No Answer, or Do Not Disturb.

*90 Call Forwarding Busy Activation Redirects incoming phone calls to another number, such as a mobile phone or administrative assistant, when you are on the phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected.

*91 Call Forwarding Busy Deactivation Terminates the Call Forwarding Busy service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding No Answer, or Call Management – Do Not Disturb.

*40 Call Forwarding Busy To Voice Mail Activation

Redirects incoming phone calls to your voice mail when you are on the phone.

#40 Call Forwarding Busy To Voice Mail Deactivation

Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding Always To Voice Mail, Call Forwarding No Answer, or Call Management – Do Not Disturb.

*92 Call Forwarding No Answer Activation

Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant, when you do not answer your phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected.

*93 Call Forwarding No Answer Deactivation

Terminates the Call Forwarding No Answer service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Always, or Do Not Disturb.

*41 Call Forwarding No Answer To Voice Mail Activation

Redirects incoming phone calls to your voice mail when you do not answer their phone.

#41 Call Forwarding No Answer To Voice Mail Deactivation

Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding Busy, or Call Management – Do Not Disturb.

*31 Calling Line ID Delivery Blocking Persistent Activation

Prevents display of your calling line ID for all calls.

#31 Calling Line ID Delivery Blocking Persistent Deactivation

Displays your calling line ID for all calls.

*67 Calling Line ID Delivery Blocking per Call

Hides your calling line ID on a per call basis. Before placing a call, dial the feature access code; then place your call as usual. Note that this service is only active for one phone call.



*65 Calling Line ID Delivery per Call Overrides the Calling Line ID Delivery Blocking Persistent setting for one call.

*68 Call Park Places a call on hold with the intent of retrieving it from another extension. The call can be parked on your own extension or another within your group.

*88 Call Park Retrieve Retrieves a call that has been parked.

*98 Call Pickup Picks up a call within your assigned group. You cannot pick up calls outside your business group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Call Pickup code, you answer the ringing phone in your group. If more than one phone is ringing, you answer the phone that has been ringing the longest.

*69 Call Return Returns a call to the phone number of the last call you received. You are allowed to return only calls to numbers that are acceptable according to your Outgoing Calling Plan.

*43 Call Waiting Persistent Activation Turns on Call Waiting for all calls you place.

#43 Call Waiting Persistent Deactivation

Turns off Call Waiting for the next and all subsequent calls you place.

*70 Cancel Call Waiting Turns off the Call Waiting service for the next call you place.

*99 Clear Voice Message Waiting Indicator

Clears the audible (and visible for some devices) message waiting indicator on your phone.

*57 Customer Originated Trace Places a trace on the last number that called you.

*97 Directed Call Pickup Picks up a call at a specific extension within your assigned group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Directed Call Pickup code followed by the extension, you answer the ringing call at that extension.

*33 Directed Call Pick-up with Barge-in Dials an allowed prefix, followed by the assigned code and an extension to either pick up a ringing call in your group or to join an ongoing call with someone in your group.

*55 Directed Voice Mail Transfer Transfers a caller on hold to your voice mail.

*80 Diversion Inhibitor Allows a user to prevent redirection services from being activated on the terminating side of an unanswered call.

*78 Do Not Disturb Activation Activates the Do Not Disturb service. When Do Not Disturb is active, your phone does not ring and all calls go directly to "busy treatment", such as Voice Messaging.

*79 Do Not Disturb Deactivation Turns off the Do Not Disturb service.

*22 Flash Call Hold Places a call on hold with the flash-hook to place another call. You can toggle between the two calls by pressing the flash-hook.



*66 Last Number Redial Dials the most recently dialed phone number called from your extension.

*60 Music On Hold Per-Call Deactivation

Deactivates the Music On Hold service for the current calls.

*610 No Answer Timer Sets the numbers of rings before No-Answer handling is applied to the Voice Messaging, Third-Party Voice Mail Support, Call Forwarding No Answer, Call Forwarding No Answer To Voice Mail, and Sequential Ring services.

*71 Per Call Account Code Charges a call to an account code assigned to you.

*50 Push to Talk Provides an intercom-like functionality where you can call another party and be instantly connected.

*75 Speed Dial 100 Calls the two-digit speed dial number of the party you want to call.

*74 Speed Dial 8 Calls the two to nine-digit speed dial number of the party you want to call.

*47 Sustained Authorization Code Activation (calls unlocking)

Unlocks your calls.

*37 Sustained Authorization Code Deactivation (calls locking)

Locks your calls.

*62 Voice Portal Access Allows you to access your Voice Portal. 2) To display the previous page, click OK. The User – Utilities menu page appears.

10.5 Group Directory Use this menu item on the User – Utilities menu page to:

View the Group Directory

View or Print a Summary of the Group Directory

View or Print a Phone List

The Group Directory service allows you to display your group directory and view or print either a summary of detailed phone list.

10.5.1 View the Group Directory

The User – Group Directory page is a list page that contains an advanced search. The Yahoo ID, Name, Phone Number, Extension, Mobile, E-mail Address, and Department appear for each user in the Group. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Use this procedure to display your Group Directory.


Figure 144 Utilities – Group Directory

1) On the User – Utilities menu page, click Group Directory. The User –Group Directory page displays your group directory.

The items displayed on the Group Directory page are described below.

Item Description

YahooID Displays the YahooID of the person in the group.

Name Displays the name of the person in the group.

Phone Number Displays the phone number of the person in the group.

Extension Displays the phone extension of the person in the group.

Mobile Displays the mobile phone number of the person in the group.

E-mail Address Displays the e-mail address of the person in the group

Department Displays the department of the person in the group. 2) To display the previous page, click OK. The User – Utilities menu page appears.

10.5.2 View or Print a Summary of the Group Directory

Use this procedure to display or print your Group Directory.


Figure 145 Utilities – Group Directory Summary


2) Click Group Directory Summary. The Group Directory Summary displays a group phone list in summary form.

The items displayed on the Group Directory Summary page are described below.

Name Displays the name of the person in the Group.

Phone Displays the phone number of the person in the Group.

Extension Displays the phone extension of the person in the Group.

Mobile Displays the mobile phone number of the person in the Group.

E-mail Displays the e-mail address of the person in the Group.

Dept. Displays the department of the person in the Group. 3) To display the previous page, click x in the right-hand corner of the page. The User –

Group Directory page appears.

10.5.3 View or Print a Phone List

Use this procedure to display or print your Group Directory Detail Phone List.


Figure 146 Utilities – Group Directory Detail


2) Click Group Directory Detail. The Group Directory Detail displays a group phone list in detail. The name, department, and phone number of each group member appear.

3) To display the previous page, click x in the right-hand corner of the page. The User – Group Directory page appears.

10.6 Enterprise Directory Use this menu item on the User – Utilities menu page to:

View the Enterprise Directory

View or Print a Summary of the Enterprise Directory

View or Print a Phone List

The Enterprise Directory service allows you to display your enterprise directory and view or print either a summary of the enterprise directory or a detailed phone list.

10.6.1 View the Enterprise Directory

The User – Enterprise Directory page is a list page that contains an advanced search. The Name, Phone Number, Extension, Mobile, E-mail Address, Group, and Department appear for each user in the Enterprise. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your


search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Use this procedure to display your Enterprise Directory.

Figure 147 Utilities – Enterprise Directory

1) On the User – Utilities menu page, click Enterprise Directory. The User –Enterprise Directory page displays your enterprise directory.

The items displayed on the Enterprise Directory page are described below.

Item Description

Name Displays the name of the person in the enterprise.

Phone Number Displays the phone number of the person in the enterprise.

Extension Displays the phone extension of the person in the enterprise.

Mobile Displays the mobile phone number of the person in the enterprise.

E-mail Address Displays the e-mail address of the person in the enterprise.

Department Displays the department of the person in the enterprise. 2) To display the previous page, click OK. The User – Utilities menu page appears.

10.6.2 View or Print a Summary of the Enterprise Directory

Use this procedure to display or print your Enterprise Directory.


Figure 148 Utilities – Enterprise Directory Summary


2) Click Enterprise Directory Summary. The Enterprise Directory Summary displays an enterprise phone list in summary form.

The items displayed on the Enterprise Directory Summary page are described below.

Item Description

Name Displays the name of the person in the enterprise.

Phone Displays the phone number of the person in the enterprise.

Extension Displays the phone extension of the person in the enterprise.

Mobile Displays the mobile phone number of the person in the enterprise.

E-mail Displays the e-mail address of the person in the enterprise.

Dept Displays the department of the person in the enterprise. 3) To display the previous page, click x in the right-hand corner of the page. The User –

Enterprise Directory page appears.

10.6.3 View or Print a Phone List

Use this procedure to display or print your Enterprise Directory Detail Phone List.


Figure 149 Utilities – Enterprise Directory Detail


2) Click Enterprise Directory Detail. The Enterprise Directory Detail displays a group phone list in detail. The name, department, and phone number of each enterprise member appears.

3) To display the previous page, click x in the right-hand corner of the page. The User – Enterprise Directory page appears.

10.7 Intercept User Use this menu item on the User – Utilities menu page to view intercept user status.

The Intercept User service allows you to verify if your service has been intercepted. If the service is on, calls to your number are intercepted. The caller hears a message indicating "Out of service”.

If your calls are being directed to another number through messaging or when the caller presses '0', that choice is indicated in the Enabled column and a phone number appears in the Data column.

10.7.1 View Intercept User Status

Use this procedure to verify if your service has been intercepted.


Figure 150 Utilities – Intercept User

1) On the User – Utilities menu page, click Intercept User. The User – Intercept User page appears, showing your intercept user status.

2) To display the previous page, click OK. The User – Utilities menu page appears.


11 Conferencing

Use the User – Conferencing menu page to administer conference bridges. You have access to this menu page only if you have been authorized.

Figure 151 User – Conferencing Menu

The User – Conferencing menu page contains these menu items:

Basic menu

− Conferences

− Recordings

Advanced menu

− Bridges

− Reports

11.1 Access Conferencing Menu To access the Conferencing menu page, click Conferencing in the Options list.

11.2 Conferences Use this menu item on the User – Conferencing menu page to:

List Current Conferences

List Future Conferences

List Expired Conferences

Delete a Conference from the Future List

Add a Conference to Start Immediately

Add a One-Time Conference

Add a Recurring Conference

Add a Reservationless Conference

Modify a Conference

Delete a Conference


Access as a Leader

Access as a Participant

11.2.1 List Current Conferences

You use the User – Conferences (Current tab) page to list the current conferences on the system as shown in the following figure. Current conferences appear on this list five minutes before the start of the conference. On this page you can search for a particular conference or delete a conference from the list.

From this page, you can display your future or expired conferences, start a conference with two participants, add a conference, add a conference for two participants, or select a conference to be modified or deleted.

The User – Conferences page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, and Start Time appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Use this procedure to display all or a subset of your current conferences.

Figure 152 User – Conferences (Current Tab)

1) On the User – Conferencing menu page, click Conferences. The User – Conferences page displays the Current tab.

2) To display the previous page, click OK or Cancel.

11.2.2 List Future Conferences

You use the User – Conferences (Future tab) page to list the future conferences on the system as shown in the following figure. Future conferences are also listed on the Current tab five minutes before they begin. On this page you can search for a particular conference or delete a conference from the list. From this page, you can display your current or expired conferences, start a conference with two participants, add a conference, add a conference for two participants, or select a conference to be modified or deleted.


The User – Conferences (Future Tab) page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, Start Date, and Start Time appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Use this procedure to display all or a subset of your future conferences.

Figure 153 User – Conferences (Future Tab)


2) Click the Future tab. The User – Conferences page displays the Future tab.


11.2.3 List Expired Conferences

You use the User – Conferences (Expired tab) page to list the expired conferences on the system as shown in the following figure. On this page you can search for a particular conference or delete a conference from the list. From this page, you can display your future or current conferences, add a conference, start a conference with two participants, add a conference for two participants, or select a conference to be modified or deleted.

The User – Conferences (Expired tab) page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, and Expiry Date appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Use this procedure to display all or a subset of your expired conferences.


Figure 154 User – Conferences (Expired Tab)


2) Click the Expired tab. The User – Conferences page displays the Expired tab.


11.2.4 Delete a Conference from the Future List

You use the User – Conferences Future tab page to delete a conference on the system as shown in the following figure.

Use this procedure to delete a conference.

NOTE: You cannot delete a Current or Expired conference.

Figure 155 User – Conferences (Future Tab)


2) Click the Future tab.

3) Check Delete beside the conference to delete.



WARNING: This action cannot be undone. Once you click Apply or OK, the conference is permanently deleted.


11.2.5 Add a Conference to Start Immediately

Use the User – Conferences Quick Add page to add a conference call immediately. This conference call can accommodate yourself and one other person. To add a conference to start immediately, use the User – Conferences Quick Add page as follows:

Figure 156 Conferences – Conferences Quick Add


2) Click Quick Add. The User – Conferences Quick Add page appears.

3) Select a conference bridge from the Bridge Name drop-down list.

4) Type the leader's phone number. Your phone number is populated by default. These are the numbers that appear. You can type a different phone number or SIP address over these numbers.

5) Type the participant’s phone number or SIP address.

6) Type the participant's name. This name appears on the User - Conference Call Control page (Optional).

7) Type the project billing code. This code can be up to 50 characters (Optional).

8) To save your changes and display the previous page, click OK. As well, once you click OK, the conference bridge calls the leader's phone number and the participant's phone number to initiate the conference.

To exit without saving, select another page or click Cancel.


11.2.6 Add a One-Time Conference

Use the User – Conferences Add page to add a conference for a single occasion. To add a one-time conference, use the User – Conferences Add page as follows:

Figure 157 Conferences – Conferences Add (A One-Time Conference)


2) Click Add. The User – Conferences Add page appears.


4) Select an owner from the Owner drop-down list.

5) Type a descriptive title for the conference. The title can be up to 80 characters.

6) Check the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference.

7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants will be asked to record their names when they join the conference. The system will play those recordings to announce the participants.

If you select this option, you can have the system play a Roll Call of all participants’ recorded names. To play a Roll Call, press ##3 at any time during a conference.

8) Check the Drop all participants on leader log out check box to drop all callers from the conference call if the conference leader leaves the conference call.

9) Click the One-Time conference type.

10) Type the start date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the


inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box.

11) Type the time of day the conference is scheduled to run.

− Type the time in Hour:Minute format.

− If required by the time format, select “AM” or “PM” from the drop-down list.

12) Specify the Duration. Select the number of hours from the drop-down list and then select the number of minutes from the drop-down list. The total hours and minutes represent the duration of the conference.

13) Type the Project Billing Code. This code can be up to 50 characters (Optional).

14) Click OK. OK saves your changes and displays the previous page.


11.2.7 Add a Recurring Conference

Use the User – Conferences Add page to add a recurring conference. To add a recurring conference, use the User – Conferences Add page as follows:

Figure 158 Conferences – Conferences Add (A Recurring Conference)







6) Select the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference.

7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants will be asked to record their names when they join the conference. The system will play those recordings to announce the participants.

8) If you select this option, you can have the system play a Roll Call of all participants’ recorded names. To play a Roll Call, press ##3 at any time during a conference.


10) Click the Recurring conference type.

11) Type the Start Date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box.

12) Specify the Start Time. Type the time of day the conference is scheduled to run.

− Type the time in Hour:Minute format.

− If required by the time format, select “AM” or “PM” from the drop-down list.

13) Select the Duration. Select the number of hours from the drop-down list and then select the number of minutes from the drop-down list. The total hours and minutes represent the duration of the conference.

14) To schedule a daily conference, click Daily and type the frequency of the days to schedule.

15) To schedule a weekly conference, click Weekly and type the frequency of the weeks to schedule. Then check the day of the week.

Figure 159 Conferences – Conferences Add (Recurring Weekly)

16) To schedule a monthly conference, click Monthly and specify the frequency of one of the following:


Figure 160 Conferences – Conferences Add (Recurring Monthly)

− To schedule the conference based on the day of the month, select Every __ month(s) on Day __ of the month. Type the monthly interval and then type the day of the month.

− To schedule the conference based on the day of the week, select Every __ month(s) on the __ of the month. Type the monthly interval and then select the occurrence of the day of the week from the drop-down list.

17) Type the Project Billing Code. This code can be up to 50 characters (Optional).



11.2.8 Add a Reservationless Conference

Use the User – Conferences Add page to add a reservationless conference. A reservationless conference is open for up to six months. To add a reservationless conference, use the User – Conferences Add page as follows:

Figure 161 Conferences – Conferences Add (Reservationless Conference)







6) Check the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference.

7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants are asked to record their names when they join the conference. The system plays those recordings to announce the participants.

If you select this option, you can have the system play a Roll Call of all participants’ recorded names. To play a Roll Call, press ##3 at any time during a conference.


9) Click the Reservationless conference type.

10) Type the Start Date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. On the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box.

11) Specify the End Date (up to 26 weeks in advance) in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box.

12) Type the Project Billing Code. This code can be up to 11 characters.



11.3 Modify a Conference Use the User – Conferences Modify page to modify a conference. On this page you can modify or delete a particular conference. From this page, you can add documents or recordings to a conference, control a conference, and join a conference. To modify a conference, use the User – Conferences Modify page as follows:


Figure 162 Conferences – Conferences Modify


2) If the conference is not on the Current tab, click the tab that contains the conference to modify (Future or Expired).

3) Click Edit or any item in the row of the conference to modify. The User – Conferences Modify page appears.

4) Modify existing conference information as required. The Bridge Name, Owner, Type, Start Date, and, Start Time can not be modified. To change any of these fields, you must delete the conference and add a new conference.

5) Click OK. To exit without saving, click Cancel or select another page.

11.3.1 Control a Conference

Use the Conference Call Control page to control a conference. The following information appears for each leader and participant:

Leader – a check mark indicates the conference call leader(s).

Phone Number (Name) – displays the phone number (or SIP address) and the name of the participant (if available).

Status – displays the status of the participant. Status types include:

− Answered – the participant is live on the conference call.

− On Hold – the participant's line is currently on hold.


− Muted – the participant's line has been muted.

Action – displays the actions you can perform on the participant’s line. Actions include:

− Resume – lets a participant resume a conference after their line has been muted or put on hold.

− Mute – suspends the participant's ability to speak on the conference call.

− Hold – puts the participant's line on hold.

− Drop – drops the participant's line from the conference call.

To control a conference, use the User – Conference Call Control page as follows:

Figure 163 Conferences – Conference Call Control

To Access the Conference Call Control Page: On the User - Conference Modify page, click Call Control. The Conference Call Control page appears.

11.3.1.1 Add a Participant Immediately

Use the Conference Call Control page to add a participant immediately to a conference.

1) In the * Phone Number/SIP-URI text box, type the participant’s phone number.

2) Type the participant’s name (Optional).

3) Click Call. The participant’s phone number dials and the participant joins the conference call.

NOTE: A leader can add participants by pressing ##2 on the telephone. A leader can also determine the maximum number of participants allowed by pressing ##3 on the telephone.

11.3.1.2 Join a Conference

Use the Conference Call Control page to join a conference immediately.

On the Conference Call Control page, click Join. The bridge administrator’s number dials and you can join the conference.


11.3.1.3 Lock a Conference

Use the Conference Call Control page to lock a conference. Lock a conference to ensure that other participants do not join the conference.

1) On the Conference Call Control page, click Lock. Additional participants can not join the conference.

2) Click Unlock to unlock the conference. Additional participants can join the (unlocked) conference.

11.3.1.4 Record a Conference

Use the Conference Call Control page to record a conference. You can record any portion of the conference call, or pause a recording of a conference call, and resume recording later in the call. As well, you can make any number of subsequent recordings during a conference call.

1) On the Conference Call Control page, click Start Recording. The conference is being recorded as an audio file (WAV, AIFF, or AU).

2) Once you have started to record a conference call, you may pause the recording by clicking Pause Recording. To resume recording, click Resume Recording.

3) Click Stop Recording to stop recording this portion of the conference. Access this recording from either the User – Conferences Modify Recordings page or the User – Conferences Recording page.

11.3.1.5 Mute Participants

Use the Conference Call Control page to mute participants during a conference. You can mute participants to give a lecture.

NOTE: Leaders cannot be muted.

1) On the Conference Call Control page, click Mute Participants. The participants may not speak in the conference. A participant muted by the conference leader may un-mute himself or herself by pressing ##1 (Hand Raising). The leader will be alerted that the participant wishes to speak, and may choose to re-mute that participant at any time using the Mute action link for his or her name or the Mute Participants link.

2) Click Resume to release the mute.

NOTE: Participants and leaders can mute themselves. Press ##1 to mute the call. Press ##1 to un-mute the call.

11.3.1.6 Put Participants on Hold

Use the Conference Call Control page to put everybody on hold during a conference. Participants on hold hear silence.

1) On the Conference Call Control page, click Hold All.

2) Click Resume to release the hold.


11.3.1.7 Drop Participants from a Conference

Use the Conference Call Control page to drop everybody from the conference.

On the Conference Call Control page, click Drop All.

11.3.2 Modify Conference Documents

Use the User – Conferences Modify Documents page to add, modify, or delete a document associated with a conference.

Use this page to add the following types of files:

Microsoft Word files (.doc)

Microsoft Excel files (.xls)

Microsoft PowerPoint files (.ppt)

The following information is displayed for each document:

Document File Name — displays the name of the document.

Status — displays the status of the document. Status types include:

− Pending — the document is waiting to be processed.

− Queued — the document is preparing to be processed.

− Read — the document is available for conference participants.

− Error — there was an error in adding the document. Please try again.

Error Message — displays the error message pertaining to the document.

To modify a document available for a conference, use the User – Conferences Modify Documents page as follows:

Figure 164 Conferences – Conferences Modify Documents





4) Click Documents. The User – Conferences Modify Documents page appears.

11.3.3 Add a Document to be Available for a Conference

1) On the User – Conferences Modify Document page, type the name of the document or Browse to select it.

2) Type the password to decrypt this document (Optional – for Microsoft Word and Excel documents that are password-protected.).

3) Click Add.

NOTE: If you do not click Add, the document is not added.

NOTE 2: An error message is displayed when trying to upload a document with an unsupported extension type.



11.3.4 Delete a Document Available for a Conference

1) On the User – Conferences Modify Documents page, check Delete in the check box beside the document to delete.

2) Click Delete. The document is deleted and the User – Modify Conferences page appears.

WARNING: This action cannot be undone. Once you click Delete, the document is permanently deleted.

11.4 Modify a Conference Recording Use the User – Recordings page to modify or delete a recording of a conference. The following information is displayed for each recording:

Start Date – displays the start date of the recording.

Start Time – displays the start time of the recording.

Duration – displays the duration of the recording.

The User – Conferences Modify page is a list page that contains an advanced search. The Start Date, Start Time, and Duration appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the


column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

Figure 165 Conferences – Conferences Modify Recordings




4) Click Recordings. The User – Conferences Modify Recordings page appears.

11.4.1 Playing a Conference Recording

Use the User – Recordings Playback page to:

− Playback a recording of a conference (either with or without a corresponding slideshow presentation).

− Save a recording.

− Play a recording to a specific telephone number.

− E-mail a URL reference to a recording for someone else to play.

− Delete a conference recording.

Conference recordings are created from the User – Conference Call Control page. For more information, see section 11.3.1 Control a Conference. The following procedure includes several ways to play a conference recording.


Figure 166 Conferences – Recordings Playback

1) From the User – Conferences Modify Recordings page, click Play to listen to the recording.

2) Click Save to save the audio recording (in WAV, AIFF, or AU formats).

3) Type the phone number to direct the audio recording to and click Call and type the access number to listen to the recording on the phone.

4) Click Recording Playback URL to listen to the audio recording from the web.

5) Click e-Mail Recording Details to open an e-mail message with the URL to the audio recording included. Type the e-mail address of the person you are sending this recording to and send the e-mail message to someone else to play.

6) Click OK to save your changes and display the previous page.


11.4.2 Delete a Conference Recording

Use the User – Recording Playback page to delete a recording of a conference.


Figure 167 Conferences – Recordings Playback

From the User – Conferences Modify Recordings page, click Delete. The previous page appears.


11.5 Delete a Conference Use the User – Conferences Modify page to delete a conference. On this page you can modify or delete a particular conference. From this page, you can add documents to a conference, record a conference, access the User – Call Control page, and join a conference. To delete a conference, use the User – Conferences Modify page as follows:

NOTE: You can only delete Future conferences. You cannot delete Current or Expired conferences.


Figure 168 Conferences – Conferences Modify/Delete


2) Click the Future tab (you cannot delete a current or expired conference).


4) Click Delete. The User – Conferences page displays the Current tab. The conference is deleted.


11.6 Access as a Leader Use the Leader Access section of the User – Conferences Modify page to access the conference as a leader. In this section you can join the conference, display a presentation, send an e-mail invitation, or schedule a leader in their calendar.


Figure 169 Conferences – Conferences Modify (Leader Access Section)

11.6.1 Join a Conference as a Leader

Use the User – Join a Conference page to join a conference as a leader. To join a conference, use the Leader Access section of the User – Conferences Modify page to access the User – Join a Conference page as follows:

Figure 170 Conferences Modify – Join a Conference

1) In the Leader Access section of the User – Conferences Modify page, click the Join Conference URL link. The User – Join a Conference page appears. The owner’s number is pre-filled in the Phone Number/SIP-URI text box.

2) Click Call. The phone number is called and access number submitted. You join the conference.

NOTE: You can also dial the phone number to join the conference.

11.6.2 Make a Presentation as a Leader

Use the Leader Access section of the User – Presentation page to access the User – Presentation page to make a presentation.


Figure 171 Conferences Modify – Leader Presentation

1) In the Leader Access section of the User – Conferences Modify page, click the Presentation URL (if a document is available for the conference) in the Leader Access section of the User – Conferences Modify page when you are ready to make your presentation. Take note of the Presentation Password if a password appears. The User – Presentation page appears.

2) Type the password (if required). Use the navigation buttons at the top of this page to control the display of the presentation.

The document is presented to the conference participants.

Figure 172 Leader Presentation – Sample Document

3) Click End Presentation to finish the presentation.

NOTE: You can click Join Conference to join the conference from this page.

11.6.3 Send E-mail Invitations to a Leader

Use the Leader Access section of the User – Conferences Modify page to send an e-mail message to invite leaders to a conference.

1) In the Leader Access section of the User - Conferences Modify page, click e-Mail Invitation to send an e-mail invitation to the leader. Your default e-mail application opens a new e-mail message that includes the scheduling and access information for the conference.

2) Type the leader’s e-mail address and send the invitation.

11.6.4 Book an Appointment with a Leader for a Conference

Use the Leader Access section of the User – Conferences Modify page to book an appointment with a leader for a conference in their appointment calendars.


NOTE: The Calendar Appointment works specifically with a calendar application that works with .ICS files.

1) In the Leader Access section of the User - Conferences Modify page, click Calendar Appointment to book an appointment with a leader in his/her calendar application. Your calendar application opens a new entry that includes the scheduling and access information for the conference.

2) Type the additional information and book the appointment.

11.7 Access as a Participant Use the Participant Access section of the User – Conferences Modify page to access the conference as a participant. In this section you can join the conference, display a presentation, send an e-mail invitation, or schedule a participant in their calendar.

Figure 173 Conferences Modify – Participant Access Section

11.7.1 Join a Conference as a Participant

Use the User – Join a Conference page to join a conference as a participant. To join a conference, use the Participant Access section of the User – Conferences Modify page to access the User – Join a Conference page as follows:

Figure 174 Participant Access – Join a Conference


1) In the Participant Access section of the User – Conferences Modify page, click the Join Conference URL link. The User – Join a Conference page appears.

2) In the Phone Number/SIP-URI text box, type your phone number.

3) Click Call. Your phone number is called. You join the conference.

11.7.2 View a Presentation as a Participant

Use the Participant Access section of the User – Conferences Modify page to access the User – Presentation page. The Leader must have started the presentation for this page to appear.

Figure 175 Participant Access – Participant Presentation

1) In the Participant Access section of the User – Conferences Modify page, click the Presentation URL (if a document is available for the conference) in the Participant Access section of the User – Conferences Modify page. Take note of the Presentation Password if a password appears. The User – Presentation page appears.

2) Enter the password (if required).

NOTE 1: The presentation does not appear until the leader makes his/her presentation. Click Refresh to see if the presentation has started.

NOTE 2: You can click Join Conference to join the conference from this page.

3) To download the presentation, click Download at the top right-hand corner of the page.

4) Click X in the top right-hand corner of the page to close the presentation.

11.7.3 Send E-mail Invitations to Participants

Use the Participant Access section of the User – Conferences Modify page to send an e-mail message to invite participants to a conference.

1) In the Participant Access section of the User - Conferences Modify page, click e-Mail Invitation to send an e-mail invitation to the participant. Your default e-mail application opens a new e-mail message that includes the scheduling and access information for the conference.

2) Type the participants’ e-mail address and send the invitation.


11.7.4 Book an Appointment with a Participant for a Conference

Use the Participant Access section of the User – Conferences Modify page to schedule participants in a conference in their appointment calendars.

NOTE: The Calendar Appointment works specifically with a calendar application that works with .ICS files.

1) In the Participant Access section of the User - Conferences Modify page, click Calendar Appointment to book an appointment with a participant in their calendar application. Your calendar application opens a new entry that includes the scheduling and access information for the conference.

2) Type the additional information and book the appointment.

11.8 Recordings Use this menu item on the User – Conferencing menu page to:

List Recordings

Delete a Recording

Playback a Recording

Playback a Recorded Slideshow

List Recordings

The Recordings service allows you to display, play, send, and delete recordings of conference calls on the conference bridge(s) assigned to you.

11.8.1 List Recordings

You use the User – Recordings page to list or delete all recordings on your conference bridge(s) as shown in the following figure. On this page you can search for a particular recording. From this page, you select a recording to be played or deleted.

The User – Recordings page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Start Date, Start Time, and Duration appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

You use this page to display recorded conference calls or portions thereof. The following information is displayed for each recording:

Bridge Name – displays the name of the conference bridge of the recording.

Title – displays the title of the conference from which the recording was made.

Owner – displays the name of the owner of the conference from which the recording was made.

Start Date – displays the start date of the recording.


Start Time – displays the start time of the recording.

Duration – displays the duration of the recording.

Use this procedure to display all or a subset of your current recordings.

Figure 176 Conferences – Recordings

1) On the User – Conferencing menu page, click Recordings. The User – Recordings page appears.


11.8.2 Delete a Recording

You use the User – Recordings page to delete a specific recording of a conference. To delete a recording, use the User – Recordings page as follows:


2) Check the recording to delete.


WARNING: This action cannot be undone. Once you click Apply or OK, the recording is permanently deleted.


11.8.3 Playback a Recording

You use the User – Recordings Playback page to replay a slideshow with an audio recording, replay or save an audio recording of a conference, or send an e-mail message with a URL to the audio recording for someone else to play.


Figure 177 User – Recordings Playback


2) Click Edit or any item in the row of the recording to playback. The User – Recordings Playback page appears.

3) Click Slideshow Playback URL to playback a recorded presentation. For more information, see section 11.8.4 Playback a Recorded Slideshow.

4) Playback the recording through one of the following:

− Click Play to listen to the recording.

− Click Save to save the audio recording. The Save As dialog box appears. Save the file in the format (WAV, AIFF, or AU) directory of your choice.

− Type the phone number to direct the audio recording to and click Call, to listen to the recording on the phone.

− Click the Recording Playback URL link to listen to the recording.

5) To send information about how to access a recording to someone in an e-mail message, click e-mail Recording Details.

6) Click OK. OK displays the previous page.

To exit, select another page or click Cancel to display the previous page.

11.8.4 Playback a Recorded Slideshow

You use the User – Slideshow Playback page to replay a slideshow with an audio recording. The elapsed time of the presentation and the total time appear in the top right-hand corner.


Figure 178 User – Slideshow Playback


2) Click Edit or any item in the row of the recording to playback. The User – Recordings Playback page appears.

3) Click the Slideshow Playback URL. The User – Slideshow Playback page appears.

4) From this page you can press the navigation buttons to perform the following:

− Skip to the Next slide of a PowerPoint presentation or the next document recorded during a conference.

− Skip to the Prev (previous) slide in a PowerPoint presentation or the previous document recorded during a conference.

− Play/Pause the presentation.

− Stop the presentation.

− Skip to the beginning of the presentation.

− Skip backwards 10 seconds in the presentation.

− Skip forwards 10 seconds ahead in the presentation.

− Skip to the end of the presentation.

5) Close the window. The User – Recordings Playback page appears.

6) Click OK. OK displays the previous page.

To exit, select another page or click Cancel to display the previous page.

11.9 Bridges Use this menu item on the User – Conferencing menu page to:

List Bridges

Delegate Bridge Administration

The Bridges service allows you to assign bridge administration privileges of bridges assigned to you to other bridge administrators.


11.9.1 List Bridges

You use the User –Conference Bridges page to list bridges assigned to you on the system as shown in the following figure. On this page you can search for a particular bridge. From this page, you select a bridge to share with delegates.

The User – Conferences Bridge page is a list page that contains an advanced search. Active, Name, Phone Number, Extension, and Ports information display for each conference bridge. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide.

The following information is displayed for each bridge:

Active – a check mark indicates that this bridge is currently active and can be used to schedule a conference. Conference bridges without a checkmark are inactive. Inactive bridges cannot be used to conduct conferences or any live actions (for example, calling-in, joining, or adding a participant). Conferences can be scheduled that are connected to an inactive bridge. To change an inactive bridge to an active bridge, contact your group administrator.

Name – displays the name of the conference bridge.

Phone Number – displays the phone number for this conference bridge.

Extension – displays the extension for this conference bridge.

Ports – displays the number of ports available for use on this conference bridge.

Use this procedure to display all or a subset of your bridges.

Figure 179 User – Conference Bridges

1) On the User – Conferencing menu page, click Bridges. The User – Conference Bridges page appears.

2) To display the previous page, click OK.

11.9.2 Delegate Bridge Administration

You use the User – Bridges Delegates page to delegate your bridge administration privileges to another bridge administrator. To assign bridge administration privileges to a delegate, use the User – Bridges Delegates page as follows:


Figure 180 User – Conference Bridge Delegates

1) On the User – Conferencing menu page, click Bridges. The User – Conference Bridges page appears.

2) Click Edit or any item in the row of the bridge whose administration privileges you want to delegate. The User – Conference Bridges Delegates page appears.

3) In the Bridge Administrators column, select the administrators to whom you want to delegate administration of this bridge. Select some or all of the administrators. The names of bridge administrators are listed in alphabetical order.

− To select several bridge administrators listed in consecutive order, click the first administrator name you want and, while holding down the SHIFT key on the keyboard, click the last administrator name you want to select.

− To select more than one bridge administrator, but not in a particular order, use your mouse to click the administrator names while holding down the CTRL key on the keyboard.

4) Click the Add > to assign selected bridge administrators to the Bridge Delegates column. Or, to move all services, click Add All >>.

NOTE: Click Remove< and Remove ALL<< to remove bridge delegates from this bridge.

5) Click OK to save your changes. The previous page appears.

To exit without saving, click Cancel or select another page.

11.10 Reports Use this menu item on the User – Conferencing menu page to generate a report. To generate a report, use the User – Reports page as follows.


Figure 181 User – Reports

1) On the User – Conferencing menu page, click Reports. The User –Reports page appears.


3) Specify the Start Date. Type the date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the input box.

4) Specify the End Date. Type the date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date displays in the input box.

5) Type the Project Billing Code. This code can be up to 50 characters.

6) Type an e-mail address to send this report to an e-mail user.

7) Click Generate Report. The report appears in a new window. The report displays information in the following columns:

− Bridge – displays the name of the conference bridge.

− Call Date – displays the date of the conference call.

− Call Start Time – displays the start time of the conference call.

− Call Owner – displays the owner of the conference call.

− Phone Number – displays the phone number of the conference call participant (or leader).

− Direction – displays the direction of the call (outgoing or incoming).

− Leg Start – displays the time the caller joined the conference call.


− Duration – displays the length of time the caller was engaged in the conference call.

− Leg Number – displays the number assigned by the system to the conference call participant (or leader).

− Access Code – displays the access code for the conference call.

− Project Billing Code – displays the project billing code attributed to the conference call.

− Call ID – displays the caller ID associated with the call.

8) Click the X at the top right-hand corner of the page to close the report.

9) To display the previous page, click OK.


Index

Account Codes, 80 Placing a Call, 81

Adding Sequential Ring Call Entries, 63

Addresses, 19 AHR Recall, 71 Aliases, 132

Adding, 133 Viewing or Deleting, 133

Anonymous Call Rejection Turning On and Off, 26

Applications Menu Call Center Agent, 127

Attendant Console, 118 About, 120 Filtering Calls, 121

Automatic Callback, 74 Automatic Hold Retrieve, 70

AHR Recall, 71 Holding a Call, 71 Retrieving a Call, 71

Barge-in Exempt Turning On and Off, 87

BroadSoft Assistant – Enterprise, 128 BroadWorks

Call Center Supervisor, 127 BroadWorks Communicator, 129 BroadWorks Communicator G.729, 130 BroadWorks Communicator Multimedia, 129 BroadWorks Receptionist, 128 Busy Lamp Field, 121 Call Center Agent, 127 Call Centers, 39

Indicating Your Availability, 40 Call Control Menu, 86

Accessing, 87 Barge-in Exempt, 87 Call Pickup, 88 Call Transfer, 93 Call Waiting, 88 Charge Number, 95 Customer Originated Trace, 89 Directed Call Pickup, 90 Directed Call Pickup with Barge-in, 91 Diversion Inhibitor, 91 Flash Call Hold, 92 Hoteling Guest, 97 Hoteling Host, 96 Instant Messaging and Presence, 99 Music/Video On Hold, 95 N-Way Calling, 94 Physical Location, 101 Push to Talk, 99 Remote Office, 102

Shared Call Appearance, 103 Three-Way Call, 93 Video Add-On, 105

Call Forwarding Always Turning On and Off, 29

Call Forwarding Busy Turning On and Off, 30

Call Forwarding No Answer Turning On and Off, 31

Call Forwarding Selective, 40 Activating and Deactivating Entries, 44 Adding a Call Entry, 42 Modifying or Deleting an Entry, 43 Setting Default Forwarding Number, 41

Call Holding Music/Video On Hold, 95 Putting Conference Calls on Hold, 177

Call Notify Activating or Deactivating, 32 Adding an Entry, 33 Modifying or Deleting an Entry, 34

Call Pickup, 88 Call Return, 75 Call Transfer, 93 Call Waiting, 88

Turning On and Off, 88 Calling Line ID Blocking, 76 Calling Line ID Blocking Override

Turning On and Off, 27 Calling Name Retrieval

Turning On and Off, 28 Calling Party Category, 75 Calling Plans Menu, 108

Accessing, 108 Incoming Calling Plan, 108 Outgoing Calling Plan, 109 Outgoing Digit Plan, 115

Calls Forwarded or Transferred Outgoing Calling Plan, 114

Charge Number, 95 Client Applications Menu, 117

Attendant Console, 118 BroadSoft Assistant – Enterprise, 128 BroadWorks Call Center Agent, 127 BroadWorks Communicator, 129 BroadWorks Communicator G.729, 130 BroadWorks Communicator Multimedia, 129 BroadWorks Receptionist, 128 Busy Lamp Field, 121 Client Call Control, 123 Client License, 130 CommPilot Call Manager, 123 Outlook Integration, 124 Phone Status Monitoring, 125 Windows Messenger, 126


Client Call Control, 123 Client License, 130 Comma-delimited Text File, 84 CommPilot Call Manager

Configuring, 123 CommPilot Express, 45

Available - In Office, 45 Available - Out of the Office, 46 Busy, 47 Configuring Profiles, 45 Unavailable, 47

Conference Call Bookings Booking Leaders, 185 Booking Participants, 188

Conference Call Bridges Delegating Administration, 192 List Assigned, 192

Conference Call Documents Adding, 179 Deleting, 179 Modifying, 178

Conference Call Invitations Inviting a Leader to Join, 185 Inviting a Participant to Join, 187

Conference Call Participants Adding, 176 Dropping, 178 Hand Raising by, 177 Muting, 177 Putting On Hold, 177

Conference Call Presentations Making Presentations Leader, 184 Viewing as Participant, 187

Conference Call Recordings Deleting, 181, 189 Listing, 188 Making, 177 Modifying, 179 Playing, 180, 189

Conference Call Reports, 193 Conference Call Slideshows

Playing, 190 Conference Calls

Accessing as a Leader, 183 Accessing as a Participant, 186 Controlling, 175 Deleting, 182 Deleting from Future List, 168 Joining as a Leader, 184 Joining as a Participant, 186 Joining Immediately, 176 List Current Calls, 166 List Expired Calls, 167 List Future Calls, 166 Locking, 177 Modifying, 174 One-Time Add, 170 Quick Add, 169 Recurring Add, 171

Reservationless Add, 173 Roll Call, 170, 172, 174

Conferencing Menu, 165 Accessing, 165 Bridges, 191 Conferences, 165 Recordings, 188 Reports, 193

CPL Log Clear, 148 View, 148

CPL Scripts Enable and Disabling, 146 Load, 147

Custom Ringback User, 48 Add, 49 Modify an entry, 51

Customer Originated Trace, 89 Verifying Service, 90

Digit Plan, 115 Directed Call Pickup, 90 Directed Call Pickup with Barge-in, 91

Warning Tone Status, 91 Distinctive Ring, 37

Selecting Ring Pattern, 38 Turning On and Off, 38

Distribution Lists Adding or Deleting Entries, 135 Creating, 134

Diversion Inhibitor, 91 Do Not Disturb

Turning On and Off, 35 Enhanced Call Logs, 151

Viewing Missed Calls, 153 Viewing Received Calls, 152

Enterprise Directory, 160 Viewing, 160 Viewing or Printing a Phone List, 162 Viewing or Printing a Summary of, 161

Enterprise Directory Summary Printing, 161 Viewing, 161

External Calling Line ID Delivery Turning On and Off, 35

Fax Messaging, 144 Turning On and Off, 144

Feature Access Codes Verify Assigned, 90 Viewing, 153

Flash Call Hold, 92 Forward or Transfer Calls

Outgoing Digit Plan, 116 Forwarding Calls, 111 Forwarding or Transfering Calls, 112 Greetings

Setting Busy Greeting, 137 Setting No Answer Greeting, 137


Group Directory Viewing, 157

Group Directory Summary Printing, 158 Viewing, 158

Hold and Retrieve, 70 Holding a Call, 71 Hoteling

Guest, 97 Host, 96

Importing a Personal Phone List, 84 Incoming Calling Plan, 108 Incoming Calls Menu, 25

Accessing, 26 Alternate Numbers, 37 Anonymous Call Rejection, 26 Automatic Hold Retrieve, 70 Call Centers, 39 Call Forwarding Always, 29 Call Forwarding Busy, 30 Call Forwarding No Answer, 31 Call Forwarding Selective, 40 Call Notify, 32 Calling Line ID Blocking Override, 27 Calling Name Retrieval, 28 CommPilot Express, 45 Custom Ringback User, 48 Do Not Disturb, 35 External Calling Line ID Delivery, 35 Internal Calling Line ID Delivery, 36 Priority Alert, 52 Selective Acceptance, 54 Selective Rejection, 57 Sequential Ring, 60 Series Completion, 66 Simultaneous Ring Personal, 67

Intercept User, 163 User Status, 163

Internal Calling Line ID Delivery Turn On and Off, 36 Turning On and Off, 36

Last Number Redial, 76 Loading, CPL Scripts, 147 Menus

Call Control, 86 Client Applications, 117 Conferencing, 165 Incoming Calls, 25 Messaging, 132 Outgoing Calls, 73 Profile, 16 Service Scripts, 146 Utilities, 150

Messaging Menu, 132 Accessing, 118, 132 Aliases, 132 Distribution Lists, 134 Fax Messaging, 144

Greetings, 136 Third-Party MWI Control, 142 Third-Party Voice Mail Support, 142 Voice Management, 139 Voice Portal, 138 Voice Portal Calling, 143

Music/Video On Hold Turning On and Off, 95

N-Way Calling, 94 Originating Calls

Outgoing Digit Plan, 115 Outgoing Calling Plan, 109

Being Forwarded or Transferred, 114 Forward Calls, 111 Forward or Transfer Calls, 112 Originating Calls, 110

Outgoing Calls Outgoing Digit Plan, 115

Outgoing Calls Menu, 73 Accessing, 74 Account Codes, 80 Automatic Callback, 74 Call Return, 75 Calling Line ID Blocking, 76 Calling Party Category, 75 Last Number Redial, 76 Personal Phone List, 81 Preferred Carrier User, 84 Speed Dial 100, 78 Speed Dial 8, 77 Two-Stage Dialing, 85

Outgoing Digit Plan Forwarded or Transferred Calls, 116 Originating Calls, 115

Outlook Integration, 124 Password

Resetting, 20 Setting, 151

Passwords, 20 Personal Phone List, 81

Adding Entries, 82 Importing, 84 Modifying Entries, 83 Viewing or Deleting Entries, 82

Personalized Name, Recording, 138 Phone List

Printing, 159, 162 Viewing, 159, 162 Viewing or Printing, 162

Phone Status Monitoring, 125 Physical Location, 101 Picking Up a Call, 90 Preferred Carrier User, 84 Printing

Enterprise Directory Summary, 161 Faxes, 144 Group Directory Summary, 158 Phone List, 159, 162


Priority Alert, 52 Activating or Deactivating, 52 Adding, 52 Modifying, 54

Privacy, 23 Turn Privacy Off, 23 Turn Privacy On, 23

Profile Editing, 16

Profile Menu, 16 Addresses, 19 Passwords, 20 Personal, 16 Privacy, 23 Time Schedule, 21

Push to Talk, 99 Allowing Selected Calls, 101 Configuring, 100

Recording Personalized Name, 138

Redialing a Call, 76 Remote Office

Configuring, 102 Retrieving a Call, 71 Returning a Call, 75 Roll Call, 170, 172, 174 Selective Acceptance

Activating or Deactivating, 55 Adding, 55 Modifying or Deleting, 57

Selective Rejection Activating or Deactivating, 58 Adding, 58 Modifying, 60

Sequential Ring Activating and Deactivating Call Entries, 65 Configure Features, 61 Modify Call Entries, 64 Set Ring Sequence, 63

Sequential Ring Call Entries Adding, 63

Series Completion Viewing, 67

Service Scripts Menu, 146 Accessing, 146 Configuration, 146 Load, 147 Logs, 148

Setting Your Password, 151

Shared Call Appearance, 103

Querying Alternate Locations, 104 Simultaneous Ring

Adding a Number, 68 Deleting a Number, 69

Simultaneous Ring Personal Activating and Deactivating, 67

Speed Dial 100, 78 Modifying, 80 Setting, 79 Viewing or Deleting, 78

Speed Dial 8, 77 Third-Party

MWI Control, 142 Voice Mail, 143

Third-Party Voice Mail Configuring, 143

Three-Way Call, 93 Time Schedule, 21

Adding, 21 Deleting, 23 Modifying, 23

Transferring Calls, 93 Turning On

Voice Portal Calling, 143 Two-Stage Dialing, 85 User

Home Page, 16 Utilities Menu, 150

Accessing, 150 Authentication, 150 Enhanced Call Logs, 151 Enterprise Directory, 160 Feature Access Codes, 153 Group Directory, 157 Intercept User, 163

Video Configuring Your Phone to Receive Video, 105

Video Add-On Setting the Maximum Call Delay, 106 Turning On and Off, 105

View Enhanced Call Logs Viewing Placed Calls, 151

Voice Messaging Activating, 139 Configuring Advanced Settings, 141 Set Up, 139

Voice Portal Calling Turning On, 143

Voice Portal, Auto-login, 138 Windows Messenger, 126

BroadWorks Application Server User Web Interface ......APPLICATION SERVER USER WEB INTERFACE...

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Transcript of BroadWorks Application Server User Web Interface ......APPLICATION SERVER USER WEB INTERFACE...