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ADTRAN NetVanta Unified Communications User Manual Download Page 101

Enterprise Communications Server

 Using the Service Editor

619510003-1A

Copyright © 2009 ADTRAN, Inc.

101

The 

Tool Palette

 contains all available elements. It has Standard, Advanced, and Database element tabs. 

You can dock the Tool Palette to either side of the window. 

The 

canvas

 is the design area. All elements and links are shown here. Each element performs a separate 

function within the call flow. Connections between elements are referred to as links, and they define the 
call flow.

To view an element

• Drag an element from the tool palette to the canvas. The element is automatically positioned in the top-

left corner. Each Element has an icon, title area, T-bar control, help button, and a connector pin 
associated with it. Some elements have more than one connector pin depending on their function. 

The 

Icon

 is a visual representation of the element type.

In the 

Title

 area you can type a description of the element’s function. 

The 

T-bar

 control displays the properties associated with the element. To save canvas space, select the T-

bar control to collapse the element as needed. To restore information about a collapsed element, select its 
T-bar control. The three modes of display are illustrated below.

Select the 

Help

 button to access the appropriate help page. 

The 

Connector Pin 

on the element is used to make a connection to the next element in the call flow. An 

element might have more than one connector pin, depending on its function. If you do not connect at least 
one pin to another element, the call is terminated.

To access database information, the system must be licensed for database integration. If 
you are not licensed for database integration, the Database tab in the Service Editor is 
unavailable.

Open element

Collapsed element

Icon only

Icon

Title

T-bar
Help

Connector
Pin

 

Summary of Contents for NetVanta Unified Communications

Page 1: ...619510003 1A Copyright 2009 ADTRAN Inc 1 NetVanta Unified Communications NetVanta Enterprise Communications Server Personal Business Assistant User Guide Version 4 5 619510003 1A October 2009...

Page 2: ...ADTRAN reserves the right to change the contents without prior notice In no event will ADTRAN be liable for any special incidental or consequential damages or for commercial losses even if ADTRAN has...

Page 3: ...opyright 2009 ADTRAN Inc 3 Conventions Notes provide additional useful information Cautions signify information that could prevent service interruption or damage to equipment Warnings provide informat...

Page 4: ...Conventions Enterprise Communications Server 4 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 5: ...ur Mailbox using your Telephone 31 Listening to Messages Remotely 31 Sending Messages from your Mailbox 33 Caller Options 37 5 Managing Messages using your Computer 39 Overview 39 Managing Messages in...

Page 6: ...vice Elements 159 Using Database Elements 163 13 Importing and Exporting 173 Overview 173 Starting the Import Export Wizard 173 Importing and Exporting Items 173 14 Setting Options 175 Setting General...

Page 7: ...ster the basic functions and manage your personalized greetings and delivery features with efficiency and ease right from your desktop The user interface is remarkably user friendly The UC Server is i...

Page 8: ...UC Server refer to the ADTRAN website at http kb adtran com Here you will find reference materials a quick reference card and SIP phone user guides Active Directory NetVanta UC Server User Authentica...

Page 9: ...hortcut menus although commands can also be made using menus and toolbar buttons To obtain a shortcut menu right click the icon or folder you want to access then select the command you want Voice reco...

Page 10: ...e Choose UC Server dialog box opens 4 Type the UC Server name in the Server name text box 5 Enable the Save server as default check box and then select OK In the Server login dialog box type your user...

Page 11: ...e you can hang up the phone or press the Release button on the phone to end the recording 9 Select Next to open the Greeting dialog box 10 Choose one of the following greeting types to record Use stan...

Page 12: ...dialog box opens Repeat steps 12 to 15 to record an external greeting If you chose to make a single greeting the Completion menu appears 16 Select Finish The main Client window opens To set the numbe...

Page 13: ...the UC Server access number 2 Enter your password followed by You are prompted to change your password 3 Follow the prompts and record your greetings If you do not record any greetings now you are no...

Page 14: ...Mailbox for the First Time Enterprise Communications Server 14 Copyright 2009 ADTRAN Inc 619510003 1A Your system administrator might have set up a different behavior Contact your administrator for mo...

Page 15: ...also create distribution lists You can use your telephone to manage the following mailbox items Recording and selecting greetings Changing your password Changing message information Changing the mess...

Page 16: ...ge 15 To manage your greetings 1 From the main menu select 4 Change mailbox options 2 From the Change mailbox options menu select 1 Manage greetings 3 From the Manage greetings options menu select one...

Page 17: ...eview each message To change message information 1 From the main menu select 4 Change mailbox options 2 From the Change mailbox options menu select 3 Change status options 3 From the Change status opt...

Page 18: ...sage sorting options Message sorting options allow you to listen to your messages in the order that you choose Listening to voice and fax messages only is the default option To change message sorting...

Page 19: ...t 5 Select 1 Manage distribution list 6 Select one of the following 1 add recipient 2 remove recipient 3 list recipients 0 help exit to previous menu 7 If you selected 1 to add a recipient enter the n...

Page 20: ...place name We are unable to take your call at this time please leave a message at the sound of the beep and we will get back to you before the end of the day Callers from another extension at your wor...

Page 21: ...formation about managing greetings using the telephone refer to Managing Messages using your Telephone on page 31 To create a new greeting 1 In the Available Greetings section select the New button 2...

Page 22: ...xt to the greeting that you want to record to open the record Audio box 3 Choose replace all from the Insert New Audio list 4 Select record and record the greeting 5 Select stop when you are finished...

Page 23: ...2 Make sure that the audio device you want is selected 3 Select the advanced button to open the Audio Editor 4 Select record to open the Record Audio box 5 From the Insert new audio list select a posi...

Page 24: ...ion replaces the selected area with the new recording After the current selection Before the current selection At the current position records from the marker s position on the waveform from the begin...

Page 25: ...an be only on or off there are no other greetings available in the list Out of office greeting if you specify an out of office greeting the external and internal greetings are unavailable 2 Select a g...

Page 26: ...ts that you maintain in Outlook 4 Select record to open the Record Audio dialog box 5 Make sure that the audio device you want is selected 6 From the Insert new audio list select at the beginning 7 Se...

Page 27: ...added to this list To change a one time message for a contact 1 In the One time messages content pane select the contact for the one time message that you want to change 2 Select Change 3 Follow step...

Page 28: ...Customizing your Mailbox using your Computer Enterprise Communications Server 28 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 29: ...of times a call rings on an extension before it is answered by the auto attendant To change the number of rings using the Identities pane 1 On the Identities pane select the Number of rings box that...

Page 30: ...ty that you want to change 2 Select Services 3 Select the service to apply to this identity To view the SIP Authentication 1 On the Identities pane select the active service icon 2 Select SIP Authenti...

Page 31: ...mailbox You can forward and reply to messages from your mailbox You can also search your contacts list for information from your mailbox Callers dialing into the system also have options to choose fr...

Page 32: ...selection right away the menu is repeated until you press a key Press 1 1 to hear new messages or press 1 to hear all messages You can use the following playback commands on your telephone keypad as y...

Page 33: ...ng a telephone 2 Press 2 to send a message 3 Record the message and then press when you are finished recording 4 When you finish recording do one of the following Press 1 to keep the message Press 2 t...

Page 34: ...Forwarding messages You can forward any type of message from your mailbox as either a voice or email message If you have contact integration you can forward an email message to a user and another emai...

Page 35: ...1 to send to a name Enter the name followed by You are asked to press 1 to confirm the selection or to press to cancel selection 6 If you want to send the same message to more than one email address p...

Page 36: ...k the extension To reply to an email message 1 Access your mailbox using a telephone 2 Listen to the email message that you want to reply to 3 Press 8 to reply to the message 4 Record your message aft...

Page 37: ...numbers about your personal contacts To search your contacts 1 Access your mailbox using a telephone 2 From the Main Menu press 5 3 If you want to transfer to a telephone number enter the number 4 If...

Page 38: ...33 The caller hears the following You may hang up now or if you wish to be transferred to an extension please dial the extension number now To dial an operator While listening to a greeting press the...

Page 39: ...page 51 Overview The UC Server works with Microsoft Exchange Lotus Notes an integrated messaging client using the Mailboxes menu in the UC Server and other IMAP compliant email systems to provide user...

Page 40: ...ward it by email or to other fax devices or save the fax as a PDF The NetVanta UC client custom VoiceForm and FaxForm allow you to manage voice and fax messages as you would any other email You can fo...

Page 41: ...system administrator The following instructions apply to both means of management Unless otherwise stated they assume that you have opened a voice message and that it is displayed in a voice message w...

Page 42: ...ct the voice message that you want to move 2 Drag the message to the Outlook folder where you want to move the message Outlook folders appear in the folder list of your inbox To forward a voice messag...

Page 43: ...select the fax message icon or the subject line of the message The fax message opens in the NetVanta UC client FaxForm To print a fax message 1 Select the fax message that you want to print 2 Select...

Page 44: ...t to move 2 Drag the message to the Outlook folder where you want to move it Outlook folders appear in the folder list of your inbox To forward a fax message by fax 1 Select the fax message that you w...

Page 45: ...lude an email address if you want the message to be forwarded successfully If the recipient is not internal or is not included on your contacts list with an email address then type the recipient s ema...

Page 46: ...ou launch Lotus Notes 4 Select OK 5 Type your user name in the User name box In most cases the user name is your mailbox number 6 Type your password in the Password box In most cases the password is y...

Page 47: ...allows you to highlight and select sections of audio to play back To listen to a voice message 1 In your Lotus Notes inbox double click a voice message 2 Select the icon of the speaker that you want...

Page 48: ...le and select a location to save to To forward a voice message 1 Select Forward 2 Select one of the following Forward Forward without Attachment s Forward with Internet Style History 3 Type the email...

Page 49: ...fer to Managing outgoing faxes on page 73 Managing fax messages Using the fax form you can view and print messages in Lotus Notes You can also move fax messages to other folders To view a fax message...

Page 50: ...le to access your mailbox you might have to synchronize your password with Lotus Notes Lotus Notes uses two different internal passwords Lotus Notes and Internet password The Lotus Notes password is u...

Page 51: ...folder to view the contents in the content pane An icon indicates a voice or fax message The information pane displays details about the history of the message that you open In the preview pane you ca...

Page 52: ...hich you can then forward to other users using your regular email client To create an email attachment 1 Open your email client 2 Do one of the following Create a new email message Create a reply to a...

Page 53: ...to save the file 5 Select Save Archiving messages You can save voice and fax messages in an archive directory on the hard drive To archive a message 1 Create a directory where you want to archive voic...

Page 54: ...Managing Messages in the Mailboxes Menu in the NetVanta UC clientEnterprise Communications Server 54 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 55: ...ur personal preferences For example you can set the number of rings before your phone goes to voicemail You can also set how the message waiting light on your phone operates For example whether the me...

Page 56: ...nge and select the Number of rings from the drop list The default number of rings is 4 Setting the message waiting light on your phone Through the NetVanta UC client you can set how the message waitin...

Page 57: ...y to voicemail to check your messages You might have one or several identities typically extensions assigned to your telephone The number of buttons on the phone determines the number of possible iden...

Page 58: ...voicemail 1 During an active call begin a supervised transfer which puts the caller on consultation hold The steps to perform a supervised transfer vary depending on the type of phone you are using Fo...

Page 59: ...participants Response All others have been muted Press 5 to unmute all other participants Response All others have been unmuted Press 7 to toggle between closing and reopening the conference to addit...

Page 60: ...server select the park number is useful if you are uncertain whether a call is already parked at a particular number If more than one identity for example more than one extension number is assigned t...

Page 61: ...ment informs you that a call is on hold for you 2 Dial 98 The system prompts you for the park hold position 3 Dial the number of the park hold position The system disconnects the current call and pres...

Page 62: ...a queue Logging in and out of a queue Agents can log in or log out of a queue Agents who log in to a queue receive calls that are directed to that queue To subscribe to a queue 1 Dial 81 QueueNumber...

Page 63: ...call queue whether your status is set to temporarily unavailable or whether you re currently logged out of the call queue To check your agent status 1 Dial 84 QueueNumber Ensure that you enter the cor...

Page 64: ...answered a call that was transferred or twinned to your cell phone then when you return to your desk using the connected call pickup feature you can pickup that call on your desk phone without the ca...

Page 65: ...e able to receive another call That is A line must be available Do Not Disturb DND must be off Call forwarding must be off The connected call pickup feature must be enabled To change phones during a c...

Page 66: ...Using SIP Phones Enterprise Communications Server 66 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 67: ...es from the UC client There are several methods of sending faxes including Sending a fax from other applications using the ADTRAN Fax print driver Sending a cover page only from the UC client using Qu...

Page 68: ...ng the ADTRAN Fax Printer You can send faxes from other applications using the ADTRAN Fax Printer You can also change user profiles to send a fax from another user or to save a fax to another user s p...

Page 69: ...Next and the Select Cover Page dialog box opens 12 To include a fax cover page select Yes and double click a folder to view its contents 13 Select the cover page that you want select Next and the Cove...

Page 70: ...ending a fax or saving a fax to send later When you send a fax from another application or when you save a document as a fax to send later you can change the user that you want to send or save the fax...

Page 71: ...st of fax transmissions that you have scheduled Each entry includes the recipient s name and fax number the number of pages to be transmitted the time and date of transmission and the cover page that...

Page 72: ...ument that you want to send 4 Select File Print to open the Print dialog box 5 Follow steps 3 to 18 in Sending faxes from other applications using the ADTRAN Fax Printer on page 68 To specify fax numb...

Page 73: ...to Fax on demand element on page 128 Managing outgoing faxes You can preview or print fax documents that you have prepared for transmission Likewise you can prepare a document save it and make it avai...

Page 74: ...Sending Faxes Enterprise Communications Server 74 Copyright 2009 ADTRAN Inc 619510003 1A 3 Right click the fax document that you want to preview and select Open to display the fax in the Fax Viewer...

Page 75: ...ht 2009 ADTRAN Inc 75 Use the zoom control icons to zoom in or out of the fax Use the rotate control icons to rotate only one page of a document or the entire document Rotate to the left right or 180...

Page 76: ...s menu 2 Select the fax documents folder containing the document that you want to print The folder s contents are listed in the content pane 3 Right click the fax document that you want to print and s...

Page 77: ...lete The folder s contents are listed in the content pane 3 Right click the fax document that you want to delete and select Delete 4 Select Yes to confirm the deletion When you create a fax document f...

Page 78: ...essfully a failed fax transmission report appears in your inbox The fax transmission includes a history of the attempts and outcome of the fax A fax transmission report is also available in the call l...

Page 79: ...ients dialog box 3 Select Addresses to select a recipient from your Outlook contacts list Otherwise type the name and fax number of the recipient to whom you want to forward the fax 4 Select Add to li...

Page 80: ...new cover pages and manage those that already exist For information about sharing fax cover pages refer to Importing and Exporting on page 173 You can also send only a fax cover page using Quick Fax...

Page 81: ...a new fax cover page or by editing an existing fax cover page To access the Fax Cover Page Editor 1 From the UC client select the Faxes navigation bar to open the Faxes menu 2 To open the Fax Cover P...

Page 82: ...demand services that you set up Such callers are unknown to you Callers are prompted to enter their fax number when their call encounters the Fax on demand element The fax number is captured and autom...

Page 83: ...number Office telephone number The sender information labels that you can insert include Name Fax number Company Address Title Department Office location Home telephone number Office telephone number...

Page 84: ...of the cover page as described above Alternatively you can use the menu commands Format Font which also allow you to change the script and preview the font that you choose To change label content 1 Se...

Page 85: ...led the selector tool does not resume the standard pointer function once you have inserted a shape line or text The Selector tool continues to insert the drawing tool that you chose from the tool pale...

Page 86: ...n and drag to draw the line 4 Release the mouse button to create the line 5 Select anywhere on the canvas to cancel the selection To change or reposition a line 1 Select the line that you want to chan...

Page 87: ...nd style as desired To insert a bitmap 1 Select the Insert bitmap tool to open the Open dialog box 2 Select the bitmap that you want to insert 3 Select Open The bitmap is inserted on the canvas Using...

Page 88: ...anvas 1 Select the objects that you want to align 2 On the tool palette select the alignment tool that you want to apply The items that you selected are aligned by the edges that you specify Managing...

Page 89: ...r to open the Faxes menu 2 Select the Cover Pages icon The fax cover pages are listed in the content pane 3 Right click the cover page that you want to copy 4 Select Duplicate The copy of the cover pa...

Page 90: ...e the toolbar and menu commands to change the fax cover page 5 Select File Save Sending cover pages only using Quick Fax The Quick Fax feature allows you to send a one page fax message at any time to...

Page 91: ...l mailbox Using email an office administrator can then distribute received faxes to user mailboxes No configuration is required for this method to work however no notifications are sent to the user th...

Page 92: ...er and a custom service that defines the behavior when a fax is received Alternatively PBA users can receive faxes on a shared voice and fax identity but they are not automatically notified of incomin...

Page 93: ...Your system administrator does this To create a personal distribution list 1 Select the Distribution Lists navigation bar to open the distribution lists menu 2 Select the Personal folder 3 In the rig...

Page 94: ...ibution list 1 From the Personal folder right click the distribution list that you want to copy 2 Select Duplicate To delete a personal distribution list From the Personal folder right click the distr...

Page 95: ...te complex call flows made up of a dozen elements or more Use the Service Editor to build a service You can build a service using the Service Editor and then assign it to an identity so that incoming...

Page 96: ...he new service and the default name is Service 3 Type a name for the service ADTRAN has provided some samples services to get you started Before creating a new service preview the samples provided to...

Page 97: ...h you want to copy it Working with services When you select the Services navigation bar the services you create are listed by name in the content pane You can use the Service Editor to view a service...

Page 98: ...that you want to delete 2 Select Delete 3 Select Yes to confirm the deletion Creating and changing service folders You can create and manage folders in much the same way as services and you can use fo...

Page 99: ...r name to make the change To copy a folder 1 In the content pane right click the folder that you want to copy 2 Select Duplicate The copy of the folder appears in the content pane with the words Copy...

Page 100: ...k the service and the Service Editor opens The Service Editor The Service Editor consists of a standard Menu Bar and Toolbar a Tool Palette of Elements and a Canvas area You design a service on the ca...

Page 101: ...on The Icon is a visual representation of the element type In the Title area you can type a description of the element s function The T bar control displays the properties associated with the element...

Page 102: ...vice name to make the change To initiate a call flow for a new service 1 Double click the new service to start the Service Editor 2 Drag an element from the tool palette to the canvas to start the cal...

Page 103: ...nts seems to have been deleted because it disappears from the place it occupied in the call flow The element is repositioned at the bottom left corner of the canvas From there you can connect it elsew...

Page 104: ...ake a selection on the phone keypad following a prompt To create a loop back link 1 Select the connector pin and drag to the element icon that you want to loop back to 2 Release the mouse to create th...

Page 105: ...led then parameter values are available for selection Validating Services After you finish building your service you can validate it The Service Editor inspects the service for logical errors or unres...

Page 106: ...nd Warnings to view the logs in that category 4 Verify whether either of the following entries appear Not all errors and warnings necessarily require action For more information on logs refer to Using...

Page 107: ...an accounting category for example expenditures revenues or salaries They are also used to ensure security so that a caller who does not have an account code cannot access specified information You ca...

Page 108: ...databases so in order to perform real time contact matching this contact information must be copied and stored on the UC server Client side contacts are synchronized with the information stored on th...

Page 109: ...a caller can record audio into a temporary recording and elements like Play Announcement can be used to play the audio Temporary recordings exist only for the duration of the service That is when a s...

Page 110: ...right 2009 ADTRAN Inc 619510003 1A Temporary recordings can be used with a Send Email element or Add Data and Update Data elements to record audio for form filling applications such as requesting quot...

Page 111: ...llows callers to make a selection using the telephone keypad Flow control element on page 14 Controls the call flow according to phone number or time and day restrictions Voicemail element on page 16...

Page 112: ...ty Play Announcement element The Play Announcement element plays prerecorded audio to callers including audio files stored in a database announcements greetings or temporary recordings You can select...

Page 113: ...ilable to Administrators only If you select Greetings then select a Greeting type as described below Temporary Recordings Temporary recordings can be used to record audio temporarily after a service h...

Page 114: ...ouncement 10 Select File Update To play a greeting from a mailbox using a Play Announcement element 1 On the Play Announcement element select the Value Selector arrow on the Play box 2 Select Greeting...

Page 115: ...another attempt they follow the Too many attempts connector pin When callers press a selection key they move through the connector pin to the next element depending on their choice When you are finis...

Page 116: ...ompares the incoming caller ID to those telephone numbers included in the Flow Control element list Telephone numbers in the list can be entered manually or they can be pulled from your contact addres...

Page 117: ...riod is assumed Calls received within the specified time range are directed through the connector pin for Times Calls received outside the specified time range move to the element connected to the Oth...

Page 118: ...es element sends voice and fax messages from a selected mailbox to the phone numbers that you specify Called Extension refers to the identity originally called Selected Extension refers to the identit...

Page 119: ...code in the box 4 Select OK The target number appears in the Call Number s list The UC server calls the target number when it attempts to deliver messages 5 Repeat steps 1 to 3 to add more target numb...

Page 120: ...the outgoing call restrictions that are specified by the Administrator To specify a transfer target for the Transfer Call element 1 In the Transfer call to section select one of the following This nu...

Page 121: ...ient answers and accepts the call A call that is answered and then declined by the recipient moves to the element connected to the Call is denied connector pin If the call is not answered is answered...

Page 122: ...seconds that you want the pause to last 4 In the Send Message text box type a prefix that you want as part of the message before caller ID is displayed on the pager Numeric prefixes and suffixes are...

Page 123: ...as announcements greetings temporary recordings faxes or database values for example audio or fax Temporary recordings are created using the Record Announcement element Using the Send Email element wi...

Page 124: ...ing or temporary recording Send Fax element The Send Fax element allows you to send a list of faxes to a specified fax number You can enter the fax number to which you want to send a fax message A cov...

Page 125: ...the To list 4 Repeat step 3 until all the faxes that you want are added to the list To include a cover page for the Send Fax element 1 On the Send Fax element enable the Include cover page check box...

Page 126: ...tores it in the user s mailbox No additional configuration is required however using the default behavior no notifications are sent to the user that they have received a fax The Receive Fax element re...

Page 127: ...a custom service If you do not have a shared Receive Fax service available or if you want a custom service then you can create your own custom Receive Fax service Requirements for using a Receive Fax...

Page 128: ...ax service with any or all of the following elements Send Email element Deliver Messages element to send a phone message Notify Pager element If you want to specify the days of the week or times of da...

Page 129: ...lement enable the Include cover page check box 2 In the Fax Cover Page Details dialog box select the Browse button 3 Select a fax cover page 4 Select Select The cover page title appears in the Select...

Page 130: ...Using Advanced Elements Enterprise Communications Server 130 Copyright 2009 ADTRAN Inc 619510003 1A Using Advanced Elements...

Page 131: ...ment on page 34 Allows callers to make a selection using the telephone keypad Manage Mailbox element on page 35 Allows callers to retrieve messages remotely Change Mailbox Password element on page 35...

Page 132: ...te location You do not need to specify the mailbox from which the greeting is played Your system administrator does this To enable callers to change a specified announcement using a remote telephone 1...

Page 133: ...in a specific temporary recording and elements like Play Announcement can be used to play the audio Temporary recordings exist only for the duration of the execution of a service That is when a servic...

Page 134: ...e information that you want Advanced Record Announcement Options The Advanced Record Announcements allow you to define additional attributes for the recording To change the advanced options select on...

Page 135: ...n receive voicemail messages and store them in your mailbox You do not need to specify the mailbox where messages are stored Your system administrator does this You can limit the length of the message...

Page 136: ...e in a number of seconds to wait in the associated text box You can specify the amount of time the UC server waits for a response before it moves to the next element To allow callers to move to the ne...

Page 137: ...ng on whether callers enter a valid extension number or cancel the management attempt Change Mailbox Password element The Change Mailbox Password element allows you to change your mailbox password The...

Page 138: ...sion is identical to the value of the Called Extension If you select the Database value option then be sure to include a database element such as the Fetch Data Dial for Data Move Current Row or Promp...

Page 139: ...Text to Speech engine You can use this element when you prefer not to make audio recordings Type the text manually or use the Value Selector to specify a dynamic value for the text For more informatio...

Page 140: ...lement system values for example Today s Date or database values and directs the call flow accordingly For example you might want a caller to enter a four digit number to continue in the call flow Onc...

Page 141: ...connectors Create Log Entry element The Create Log Entry element allows detailed call information to be exported as a tab separated file or XML based file You can specify the type of information that...

Page 142: ...s or climate control systems to retrieve information or to invoke changes to the system Integrate with an Instant messaging IM client to provide another way of notifying callers of messages Invoke an...

Page 143: ...ate the call flow in a service and are used to guide the caller through the call process Announcements can inform callers of your business hours explain menu options or provide instructions about how...

Page 144: ...form representation of the announcement appears in the preview pane with a set of audio commands 5 Select the icon of the device that you want to use The icon that you select is enclosed by a dotted l...

Page 145: ...lick the announcement that you want to select for the element in your call flow The title of the announcement appears in the text area of the element Recording Announcements You can create custom anno...

Page 146: ...show the tool tips The toolbar contains View Select and Process commands as well as standard Audio commands found on most applications Creating and recording announcements To create an announcement 1...

Page 147: ...a portion in much the same way as you select text using a word processor A number of commands allow you to change announcements The following illustrations provide details about the command icons loc...

Page 148: ...The select commands allow you to select and deselect the entire waveform If you do not make a selection the changes that you make apply to the whole waveform To select part of the waveform 1 Select a...

Page 149: ...nt that contains the part you want to delete The Audio Editor displays the announcement as a waveform 3 Select View Zoom to Fit All 4 Make sure that the audio device you want is selected 5 On the tool...

Page 150: ...the announcement that you want to delete If you do not select part of the waveform the changes that you make affect the entire waveform 8 Select play to review the selected portion of the announcement...

Page 151: ...er over the stop command on the toolbar so that you can stop the playback just before the part to which you want to add Use the view commands for accuracy Note the marker s position in the Position in...

Page 152: ...ontained in the folder are listed in the content pane 2 Double click the announcement that you want to change The Audio Editor displays the announcement as a waveform 3 Select Edit Select All 4 On the...

Page 153: ...folder are listed in the content pane 2 Right click the announcement that you want to copy 3 Select Duplicate A copy of the announcement appears in the content pane To delete an announcement 1 Select...

Page 154: ...Managing Announcements Enterprise Communications Server 154 Copyright 2009 ADTRAN Inc 619510003 1A 3 Select Rename Type a new name for the announcement and then select its icon to make the change...

Page 155: ...rmation using services A user with access to the Administrator tab can create user data tables Each user has a copy of the table where they can save their personal data All the user data tables that a...

Page 156: ...d information in a user data table 1 In the Assistant menu select the user data table to which you want to add information 2 Select the Add button to add a row to the table The data sources feature is...

Page 157: ...ormation is added for the data row To change information in a user data table 1 In the Assistant menu select the user data table that you want to change 2 Select the column that has the information th...

Page 158: ...d wav format PropertyDescription wav Fax The value of the field in valid tif format Data Sheet tif Day of Year A date without a year for example January 1 is New Year s Day September 16 09 16 Sep 16 D...

Page 159: ...he database If the agent wants to change the list price for a property he can access the Update Data element in the service access the price value for the correct property change the value and update...

Page 160: ...rce that you want from the list 3 Select the Filter Field that you want from the list 4 Select the comparison mode that you want In the example above Less Than Equal was selected 5 Select the value ty...

Page 161: ...Mark Jones Selected Extension If a Selected Extension element is executed this is the selected extension Otherwise it is User Extension 225 Caller Name The same as Matched Contact Name if the matched...

Page 162: ...The name of the trunk the call is using Admin Trunk 1 Current Date Time A UC server Text Value containing the current date and time Format depends on the location of the computer but is typically Dece...

Page 163: ...Data element on page 164 This accesses the specified data source and fetches the required data Dial for Data element on page 165 This accesses the specified data source and fetches the data specified...

Page 164: ...onnector pin If no rows of data are fetched then the call exits the No rows fetched connector pin If any other condition exists such as an inability to access a Data Source such as an external databas...

Page 165: ...lected as described above Other elements can refer to fields fetched by the Fetch Data element These elements reference the value in the current row A different current row can be selected using the M...

Page 166: ...depending on the number of rows in the source the filter conditions and the field the user will select on When one or more rows are fetched a reference to a field by another element is always a refer...

Page 167: ...ments can refer to fields fetched by the Dial for Data element These elements reference the value in the current row A different current row can be selected using the Move Current Row element on page...

Page 168: ...a element 1 Right click the Field column of the field assignment that you want to delete 2 Press Delete Delete Data element The Delete Data element allows callers to delete data in a specified data so...

Page 169: ...ot updated the caller exits the No rows updated connector pin If any other condition exists the caller exits the Otherwise connector pin To specify field assignments for the Update Data element 1 Use...

Page 170: ...moves to another row then the element exits through the Source element connector pin If moving the current row moves it beyond the last row before the first row if there are no rows or if the Source e...

Page 171: ...ess keys on the keypad in response to prompts such as For press 1 for press 2 Callers select a specific item which becomes the current row The Source element for a Prompt for Current Row element allow...

Page 172: ...comes the current row and the element exits through the Source element connector pin If the caller presses 8 the prompts are repeated If the caller presses 0 the same prompt for the first group of row...

Page 173: ...Export wizard 1 Select File Import Export Wizard to open the wizard welcome menu 2 Select Next Importing and Exporting Items The Import Export Wizard guides you through the process of importing or exp...

Page 174: ...Next when the wizard is done 9 Select Finish To export an item 1 In the Select task to perform box select Export to the File System and then select Next 2 Select the directory where the items that yo...

Page 175: ...oice fax and email messages when you access your mailbox using the telephone user interface If you travel or are relocating to another site for a period of time you can change your time zone settings...

Page 176: ...Message Delivery is discontinued and no further attempts are made If an outgoing call is already in progress that call continues until completion You can specify a default account code for outgoing ca...

Page 177: ...Select Tools Options 2 Select the Message Delivery tab 3 In the Delay text box select the number of minutes to wait between delivery attempts The default delay period is 3 minutes 4 Select OK To speci...

Page 178: ...her messages are new or saved There are three modes for message summary They are To set the message summary mode using the desktop 1 Select Tools Options 2 Select the Mailbox tab 3 In the Mailbox mess...

Page 179: ...age information is played before each message It includes Caller ID Date and time the message was received The default setting for message information is on To turn message information on or off using...

Page 180: ...In the When a new message arrives section enable any of the following check boxes Display icon in tray displays an icon in the bottom right hand corner when you have a new message Display dialog displ...

Page 181: ...ize The default compression level is medium but this level can be adjusted For example if you are traveling and working over modem connections you can select the maximum compression level so that your...

Page 182: ...Compressing Voice Messages Enterprise Communications Server 182 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 183: ...site for further information such as training materials and a quick reference card and SIP phone user guides For more information refer to the following sections Troubleshooting Message Waiting Indica...

Page 184: ...nd B have been attempted and failed should solution C be tried Solution A Verify that the NetVanta UC Server files are excluded from antivirus software scanning Verify that the following folders are e...

Page 185: ...s enabled on your extension Four categories of events are recorded in logs events system errors and warnings sent items and received calls You can view logs and store them for future reference track a...

Page 186: ...some action may be required Conversely when errors and warnings are acknowledged and there are no more unacknowledged errors or warnings then a different entry is created in the Windows event log and...

Page 187: ...Computers any UC server unacknowledged errors or warnings will appear The log entry types are represented by different icons The following table explains some of the icons that might appear in your li...

Page 188: ...n its icon appears as an open book 2 Use the vertical scroll arrows to view the list of log entries 3 Select a log entry to view information about it in the details pane To remove old log entries 1 Ri...

Page 189: ...created before today Entries created before the beginning of the month Entries created before a specific date 4 If you enabled Entries created before a specific date type the date in the text box The...

Page 190: ...logs from within a range of dates that you specify 5 Select the file type for the call log that you want to export 6 Do either of the following and then select Next Type a location for the file in th...

Page 191: ...en you call The service contract type and expiry date are available for your information To access the NetVanta UC Server product and service information From the UC server select Help About UC Client...

Page 192: ...Accessing Technical Support Enterprise Communications Server 192 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 193: ...urrently enabled and answering your calls Announcements Announcements are outgoing recorded messages that play to callers Announcements apply to trunk lines and are managed by the network administrato...

Page 194: ...r profile can have several identities Integrated Messaging If Integrated Messaging is enabled for a user then a Mailboxes navigation bar is added to the user s UC client The user can then manage their...

Page 195: ...supports traditional telephony features such as personal mobility time of day routing and call forwarding Text to speech The text to speech engine reads back email messages over the phone when users...

Page 196: ...Appendix A Glossary Enterprise Communications Server 196 Copyright 2009 ADTRAN Inc 619510003 1A...

Page 197: ...4 Select Install UC Client 5 Double click Setup to open the Welcome menu 6 Select Next Read the Software License Agreement menu carefully 7 If you accept the agreement select Yes to open the Choose De...

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