Nortel Business Communications Manager (BCM) & Norstar Installation And User Manual Download Page 1

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Console.NET

For the Business Communications Manager (BCM) & Norstar

Installation & User Guide

Version 3.0.0

By ConverTec Inc.

www.convertecinc.com

Console.NET is a Nortel Compatible Product. Console.NET underwent testing in
Nortel Networks laboratory ensuring integration to the Business Communications
Manager (BCM) and Norstar phone systems.

Summary of Contents for Business Communications Manager (BCM) & Norstar

Page 1: ...Installation User Guide Version 3 0 0 By ConverTec Inc www convertecinc com Console NET is a Nortel Compatible Product Console NET underwent testing in Nortel Networks laboratory ensuring integration...

Page 2: ...Server Lines 28 Server Messages 29 Server Notification Messages 31 Directory Number Configuration 32 Customers Contacts 39 Company Contacts 39 Independent Contact 40 Global Options 41 Chapter 6 Report...

Page 3: ...License Confirmation for BCM 50 74 Published IP address 75 Appendix B 78 Troubleshooting 78 NOTE Additional troubleshooting tips can be found in the Support section of the ConverTec web site 78 Norsta...

Page 4: ...e color depending upon their condition including Idle Active Do Not Disturb Ringing and Message Notification and Out Of Service phones are all easily identifiable Access to Console NET is via a web br...

Page 5: ...ble options o Take the call o Send to Voice Mail o Join as a Conference From anywhere you have LAN or Web access you have access to your Norstar or BCM phone system If you are using a Nortel Networks...

Page 6: ...m 4 2 8 GHz CPU or better F 256 MB RAM F Any Operating System running Internet Explorer 6 or higher F Display set to1024 x 768 Resolution or higher 16 bit high color minimum required F 64 Meg Accelera...

Page 7: ...time browser application the system resources are primarily utilized by Windows Internet Explorer and can potentially slow down other applications on the same computer Based on user demands the minimu...

Page 8: ......

Page 9: ...nection compatible with operating systems required by Console NET NOTE As a precaution un install any previous versions of Nortel CTA 100 and Norstar CTE Toolkit from Add Remove Programs After un inst...

Page 10: ...n BCM Systems Only The BCM s Local Area Network Computer Telephony Engine LAN CTE Client provides the interface for Console NET server to communicate with the BCM s The client is downloadable from the...

Page 11: ...lling Console NET and LANCTE on See Published IP address in Appendix A Multiple BCM Installation Note One LAN CTE client is capable of communicating to several BCM s providing the Client used is compa...

Page 12: ...Installing IIS see below If it is present close the window and continue with the Console NET installation Installing Microsoft IIS Go to Control Panel Add Remove Programs Select Add Remove Windows Co...

Page 13: ...icrosoft prerequisites have been confirmed After inserting the Console NET CDROM into the CD drive the CD will auto start If it does not browse to the CD drive and double click on Launch exe Choose La...

Page 14: ...tion Components The Installation package will automatically check for required components and offer End User Licensing Agreements EULA if they need installed Please accept installation of the followin...

Page 15: ...sing agreements if prompted Console NET setup will display the installation progress of any components being installed After all components have been installed you will be prompted to continue install...

Page 16: ...tensions Discovery is only required during initial installation or if many extensions have changed numbers or been added Discovery takes about 1 minute for every 20 extensions searched If there is a w...

Page 17: ...Console NET This wait period may take several minutes based on your range entry Please do not attempt to Login to Console NET until the Please Wait window closes BCM Installation Wizard Enter the IP...

Page 18: ...18 Use the right Keyboard arrow to advance through the IP Address Please wait while the switch is queried for compatibility Switch Type is confirmed and requires a name for identification purposes Cl...

Page 19: ...ext to Continue Enter the extension numbers that represent Users of the Console NET software Since licensing is based upon concurrent users it is possible to have as many users configured as required...

Page 20: ...tinue to add additional BCM systems Click on Add New and continue with the wizard for each new BCM system you wish to add Close the window and proceed to Login to Console NET when finished NOTE If you...

Page 21: ...rial License link and following the instructions provided Permanent Licenses may only be purchased and obtained by an authorized ConverTec Distributor or Dealer If you are an end user and wish to purc...

Page 22: ...ick on Activate If the license is valid you will be presented with the Console NET Login screen You may now proceed to Chapter 5 Configuration To confirm your license information from the Console NET...

Page 23: ...umber of BCM or Norstar systems that can be monitored by the Console NET Web Server Phone Messaging Whether the optional Telephone Messaging is activated Expires Displays when a trial license expires...

Page 24: ...ogin verify the following o Be sure any Internet Popup Blockers are disabled o Open Internet Explorer select Tools Internet Options Advanced and remove the checkbox Reuse Windows for Launching shortcu...

Page 25: ...ant o Connected Initializing Indicates the software is verifying what extensions active The software cannot be used in this state o Connected Ready Indicates that the identified System is ready for us...

Page 26: ...Console NET Installation User Guide Page 26 Click on the Config button to access the configuration window Select Server then Configuration...

Page 27: ...d Clicking on the drop down arrow on the right side of the field allows selection of other installed systems in order to edit the respective system options TCP Address This is mandatory value and shou...

Page 28: ...odes Wait Timeout Determines the time it takes for calls sent to an extension as Call Waiting to ring back to the attendant if unanswered The Default timeout is 30 seconds and can be changed to any ti...

Page 29: ...you wish to rename for identification purposes Click on the drop down arrow in the right corner of the field and select the trunk line to be renamed Label Type the new name or number you wish to iden...

Page 30: ...Adding new message screen allowing you to type a new message Clicking on Delete will delete the current message displayed in the message field Click on Save to store a new message created from the Add...

Page 31: ...90 Messages can be initiated from a telephone on all networked BCM and Norstar systems provided sufficient PBX server licenses are purchased Note If storage code location numbers are skipped when addi...

Page 32: ...cting a message the storage location is displayed While a message is displayed you can edit and save the message if required Code Each message must be stored with a unique location code It is importan...

Page 33: ...oice Mail B2 channels extensions are entered Creating Users Console NET users can be created using the PBX wizard or manually within Console NET Directory Number Configuration For manual configuration...

Page 34: ...f the field and select the appropriate extension from the list First Name This is a mandatory field when a new extension is created This field will automatically populate with the names as programmed...

Page 35: ...assword must be unique and is a case sensitive The minimum number of characters in a valid password is 1 Any DN that does not have a password will automatically be disabled from logging into Console N...

Page 36: ...ed to provide Caller ID DID or DNIS services Feature Button Settings Select any of the listed features that the specific Console NET user would like to have access to on the Console NET button bar in...

Page 37: ...e customer database appear as links to provide single click external call transfers see Chapter 7 Using Console NET for more information on how to transfer a call to an external number Note The popup...

Page 38: ...ser will not take affect until they exit and log back in or after refreshing Console NET by pressing F5 from the keyboard Pop up Method Pop up method is used in conjunction with Call Preview and Datab...

Page 39: ...contacts separately When searching for a name in Navigator it is possible for a matching name to display a contact under a company as well as individually An unlimited number of Contacts can be added...

Page 40: ...Save to store the new contact Note All phone fields except Fax will display as speed dial links in Navigator when searching for a contact Independent Contacts cannot be associated to a company afterw...

Page 41: ...Options contain configuration settings that affect all users of Console NET Search URL This field is for use with a web address that is capable of receiving a phone number for a reverse lookup Conver...

Page 42: ...will ring back with the applied message Wait Ringback When Console NET call waiting times out and rings back the applied message is displayed Full Name Order Last Name First Name o By default Console...

Page 43: ...umbers This will reset Console NET back to initial installation state This should only be required when directory numbers sorting needs to change from Last Name to First name or First name to Last nam...

Page 44: ...quired to run reports it is not recommended to run reports while Console NET users are actively using the software Reports containing large amounts of data can take several minutes to complete To open...

Page 45: ...If a partial number is entered such as an area code all numbers from that area code will be displayed in the report based upon the Time Date criteria selected below NOTE The above name and number sea...

Page 46: ...ude internal intercom calls in the Total Calls number and duration calculations Group Name If Groups have been defined in Directory Number Configuration the specific extensions from the selected group...

Page 47: ...t an extension s participated in and the total duration of all those calls Duration of calls is calculated by talk time only and does not include time that calls may have been placed on hold or parked...

Page 48: ...elephone number or a partial match that you are looking for from an inbound call If a partial number is entered such as an area code all numbers from that area code will be displayed in the report bas...

Page 49: ...es may significantly increase the time it takes for a report to run depending on how many call records are in the database NOTE Valid date entry format is Year Month Day Time Using the drop down arrow...

Page 50: ...he date of the call based on the server regional date format Time Indicates the time that a call begins This column cannot be sorted Direction Indicates whether the call is Inbound Outbound or an Inte...

Page 51: ...Chapter 6 Reports Page 51 Duration Displays the duration from beginning to end for Inbound Outbound and Intercom calls Sample Reports Inbound Calls Summary by Extension Call Duration...

Page 52: ...s in order to create your own customized reports To export data after a report is produced select Export A window will open allowing you to select an export format for the report to be converted Possi...

Page 53: ...rinting options After selecting OK the report is opened in Adobe PDF viewer for final printing Choose the page printing options and then select OK After the report prepares itself in a new window for...

Page 54: ...he right side of the page entry field Data Search Field Enter a number or value that you are looking for in the report and click on the binoculars to find it Searches are only able to work forward thr...

Page 55: ...our extension number and password assigned to you by the Administrator of Console NET and click on Login the Console NET screen will open If an extension has not yet been configured for access you can...

Page 56: ...fill Holding calls are displayed with a yellow background fill Personal Call Window The top middle window displays up to two calls that you may be involved in independently or as a conference call Mes...

Page 57: ...n the Active Call window To answer an external ringing call click on the Call Queuing button or click on the ringing call in the Active call window The call will move to the Personal Call window Click...

Page 58: ...ctory Numbers Configuration section Page will be displayed in the Personal Call window If Page is selected while on a call the call will automatically be placed on hold and Paging will start Multiple...

Page 59: ...ant to talk to The other caller will be placed on hold To re establish the conference click on the held call Intercom Click on the extension button you want to call in the Extension view window If you...

Page 60: ...eatures are directed to the extension you right click on The extension and name appear in the header for confirmation Screen Xfer Screen Transfer allows the Attendant to talk to the intended party pri...

Page 61: ...pient to interact with the call that is waiting for them To activate Call Waiting a message must be present in the Console NET message field when the Camp On option is selected from the right click op...

Page 62: ...ssages will automatically time out after a period of 5 minutes To send a Text Message click into the Text Messaging window and either type your own message or use the pull down list to select one from...

Page 63: ...sion with a notification message set To set a Notification message for a particular extension click into the Text Messaging field and either type your own message or use the pull down list to select o...

Page 64: ...plies a new Telephone message the new message will replace the one that the Console user had set Navigator The Navigator button located in the upper right side of the main Console NET window is a mult...

Page 65: ...and then dial that Company or Contact by clicking on it Navigator will display the Business Phones field for Companies and all phone fields for related Contacts Company Speed Dialing Click on the Navi...

Page 66: ...ith Company see below Click on the phone number you want to dial The Contact will be called and their name and number will be displayed in the Personal Call window To clear an entry click on NEW To cl...

Page 67: ...l will automatically be connected to the external dialed number To Cancel an External Call Transfer If you wish to cancel the transfer click on the Cancel link in the active call window The external d...

Page 68: ...extension names will appear If no name is present the extension number will be displayed By default the extension format is sorted by First Name You can change the format to Last Name First Name in t...

Page 69: ...xtensions will be sorted by last name other wise extensions are sorted by the first name field If you wish to sort by first name but still wish to view a last name or initial add it in the first name...

Page 70: ...ssociated status Servers Displays the status of connected phone system s Console Users Displays the user s that is connected to Console NET Unforeseen circumstances may cause user sessions to get lock...

Page 71: ...Automatic or Manual lookup mode o In Automatic mode every call answered by a Console NET user will attempt a reverse phone number lookup if available o In Manual mode click the URL icon located above...

Page 72: ...t the requirements of Console NET software From a PC open a browser window and enter the address of the BCM BCM 3 6 or 3 7 https BCM IP address Click Go The Unified Manager web page trying to open may...

Page 73: ...ConverTec recommends that you consult your telephone equipment vendor for authorized access to BCM Unified Manager Improper operation or changes in BCM Configuration can cause serious consequences to...

Page 74: ...ger must be downloaded and installed first in order to login to the Configuration area as illustrated below Please consult your Nortel Authorized Dealer for the password After installing Element Manag...

Page 75: ...shed IP address The Published IP address is determined in the BCM 3 X configuration under Services heading IP Telephony This setting will indicate Lan1 or Lan2 You must then confirm what IP address is...

Page 76: ...Console NET Installation User Guide Page 76 Click on Configure Click YES to any security warnings Enter the Username and Password provided by your authorized Nortel dealer...

Page 77: ...blished IP address required for LAN CTE client installation NOTE If you are unable to reach the Published IP address and it cannot be changed enter the Published IP address as the Default Gateway on t...

Page 78: ...on the Console NET folder located in C inetpub wwwroot Console NET o Select properties then Security tab o You should see full permissions for SYSTEM ASPNET and possibly Everyone Console NET version...

Page 79: ...ith the Nortel telephone system depends largely upon correct and stable operation of Nortel CTE Computer Telephony Engine Issues with the CTE interface are beyond the control of ConverTec and do not c...

Page 80: ...stance to the dealer in resolving the issue with Nortel An optional 12 month software Assurance Plan is available from your ConverTec dealer This package provides unlimited telephone support via a tol...

Page 81: ...e 55 I Inbound Calls 43 Independent Contact 39 Introduction 1 L Language Selection 71 License Confirmation for BCM 3 x 73 License Confirmation for BCM 50 75 M Microsoft Prerequisites 9 Minimum Require...

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