Application Server User Web Interface Admin Guide-R14.0

Application Server User Web Interface

Administration Guide

Release 14.0 Document Version 7

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 206

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 BroadWorks and BroadWorks AssistantEnterprise, BroadWorks AssistantMobile, BroadWorks Call Center, BroadWorks Communicator, BroadWorks Receptionist, and BroadWorks Deployment Studio are trademarks of BroadSoft, Inc.

Microsoft, MSN, Windows, and the Windows logo are registered trademarks of Microsoft Corporation. Other product names mentioned in this document 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

14.0 6 Updated section 5.10 Call Transfer for EV 65427.

September 10, 2008 Roberta Boyle

14.0 6 Edited changes and published document.

September 19, 2008 Andrea Fitzwilliam

14.0 7 Updated section 6.3.4 Display Your Permission to be Forwarded or Transferred for EV 61621.

November 3, 2008 Goska Auerbach

14.0 7 Updated section 3.18.2 Add a Priority Alert for EV 84336.

December 10, 2008 Roberta Boyle

14.0 7 Edited changes and published document.

December 22, 2008 Andrea Fitzwilliam


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....................................................................................................... 21 2.5 Time Schedule........................................................................................................................... 21

2.5.1 Add a Schedule ................................................................................................................ 22 2.5.2 Modify or Delete a Time Schedule .................................................................................. 23

2.6 Privacy........................................................................................................................................ 24 2.6.1 Turn Privacy On and Off................................................................................................... 24

3 Incoming Calls..............................................................................................................................25 3.1 Access Incoming Calls Menu.................................................................................................... 27 3.2 Anonymous Call Rejection........................................................................................................ 27

3.2.1 Turn Anonymous Call Rejection On and Off................................................................... 27 3.3 Calling Line ID Blocking Override............................................................................................. 28

3.3.1 Turn Calling Line ID Blocking Override On and Off........................................................ 28 3.4 Calling Name Retrieval.............................................................................................................. 29

3.4.1 Turn Calling Name Retrieval On and Off ........................................................................ 29 3.5 Call Forwarding Always............................................................................................................. 30

3.5.1 Turn Call Forwarding Always On and Off........................................................................ 30 3.6 Call Forwarding Busy ................................................................................................................ 31

3.6.1 Turn Call Forwarding Busy On and Off ........................................................................... 31 3.7 Call Forwarding No Answer ...................................................................................................... 32

3.7.1 Turn Call Forwarding No Answer On and Off ................................................................. 32 3.8 Call Notify................................................................................................................................... 33

3.8.1 Activate or Deactivate a Call Notify Entry........................................................................ 33 3.8.2 Add a Call Notify Entry ..................................................................................................... 34 3.8.3 Modify or Delete a Call Notify Entry................................................................................. 35

3.9 Do Not Disturb ........................................................................................................................... 36 3.9.1 Turn Do Not Disturb On and Off ...................................................................................... 36

3.10 External Calling Line ID Delivery .............................................................................................. 37 3.10.1 Turn External Calling Line ID Delivery On and Off ......................................................... 37

3.11 Internal Calling Line ID Delivery................................................................................................ 37 3.11.1 Turn Internal Calling Line ID Delivery.............................................................................. 37

3.12 Alternate Numbers (Distinctive Ring) ....................................................................................... 38 3.12.1 Turn Distinctive Ring Feature On and Off ....................................................................... 39 3.12.2 Select Distinctive Ring Pattern......................................................................................... 40


3.13 Call Centers ............................................................................................................................... 41 3.13.1 Indicate Your Call Center Availability............................................................................... 41

3.14 Call Forwarding Selective ......................................................................................................... 42 3.15 Set the Default Forwarding Number......................................................................................... 42

3.15.1 Add a Call Forwarding Selective Call Entry .................................................................... 43 3.15.2 Modify or Delete a Call Forwarding Selective Entry ....................................................... 45 3.15.3 View, Activate, Deactivate Call Forwarding Selective Call Entries ................................ 46

3.16 CommPilot Express................................................................................................................... 47 3.16.1 Configure Profiles for Incoming Calls .............................................................................. 47

3.17 Custom Ringback User ............................................................................................................. 50 3.17.1 Add a Custom Ringback User ......................................................................................... 52 3.17.2 Modify or Delete a Custom Ringback User Entry........................................................... 53

3.18 Priority Alert................................................................................................................................ 54 3.18.1 Activate or Deactivate a Priority Alert .............................................................................. 54 3.18.2 Add a Priority Alert............................................................................................................ 55 3.18.3 Modify or Delete a Priority Alert ....................................................................................... 56

3.19 Selective Acceptance................................................................................................................ 57 3.19.1 Activate or Deactivate a Selective Acceptance Entry..................................................... 57 3.19.2 Add a Selective Acceptance Entry .................................................................................. 58 3.19.3 Modify or Delete a Selective Acceptance Entry.............................................................. 59

3.20 Selective Rejection.................................................................................................................... 60 3.20.1 Activate or Deactivate a Selective Rejection Entry......................................................... 60 3.20.2 Add a Selective Rejection Entry....................................................................................... 61 3.20.3 Modify or Delete a Selective Rejection Entry.................................................................. 62

3.21 Sequential Ringing .................................................................................................................... 63 3.21.1 Configure Features of the Sequential Ringing Service .................................................. 64 3.21.2 Set the Ring Sequence .................................................................................................... 65 3.21.3 Add Sequential Ringing Call Entries................................................................................ 65 3.21.4 Modify or Delete Sequential Ringing Call Entries........................................................... 66 3.21.5 View, Activate or Deactivate Sequential Ringing Call Entries........................................ 68

3.22 Series Completion ..................................................................................................................... 69 3.22.1 View Your Series Completion Groups............................................................................. 69

3.23 Simultaneous Ringing ............................................................................................................... 70 3.23.1 Activate or Deactivate Simultaneous Ringing................................................................. 70 3.23.2 Add a Number or SIP-URI Address to Your Simultaneous Ringing List ....................... 71 3.23.3 Delete a Phone Number/SIP-URI Address from Your Simultaneous Ringing List....... 72

3.24 Automatic Hold Retrieve ........................................................................................................... 73 3.24.1 Holding a Call.................................................................................................................... 73 3.24.2 Retrieving a Call................................................................................................................ 74 3.24.3 AHR Recall ....................................................................................................................... 74 3.24.4 Configuring Automatic Hold/Retrieve .............................................................................. 74

4 Outgoing Calls..............................................................................................................................75


4.1 Access Outgoing Calls Menu.................................................................................................... 76 4.2 Automatic Callback.................................................................................................................... 76 4.3 Call Return ................................................................................................................................. 77 4.4 Calling Party Category .............................................................................................................. 77 4.5 Last Number Redial................................................................................................................... 78 4.6 Calling Line ID Blocking ............................................................................................................ 79 4.7 Speed Dial 8 .............................................................................................................................. 80 4.8 Speed Dial 100 .......................................................................................................................... 81

4.8.1 View or Delete Speed Dial 100 Dialing Codes ............................................................... 81 4.8.2 Set a Speed Dial 100 Code ............................................................................................. 82 4.8.3 Modify a Speed Dial 100 Entry ........................................................................................ 83

4.9 Account Codes .......................................................................................................................... 84 4.10 Personal Phone List .................................................................................................................. 85

4.10.1 View or Delete Phone List Entries ................................................................................... 85 4.10.2 Add an Entry to Your Personal Phone List...................................................................... 86 4.10.3 Modify or Delete an Entry in Your Personal Phone List ................................................. 86 4.10.4 Import a Comma-delimited Text File ............................................................................... 87

4.11 Preferred Carrier User............................................................................................................... 88 4.12 Two-Stage Dialing ..................................................................................................................... 88

5 Call Control ...................................................................................................................................90 5.1 Access Call Control Menu......................................................................................................... 91 5.2 Barge-in Exempt........................................................................................................................ 91

5.2.1 Turning Barge-in Exempt On and Off.............................................................................. 91 5.3 Call Waiting................................................................................................................................ 92

5.3.1 Turn Call Waiting On and Off........................................................................................... 92 5.4 Call Pickup ................................................................................................................................. 93 5.5 Customer Originated Trace....................................................................................................... 94

5.5.1 Verify Assigned Feature Access Codes.......................................................................... 94 5.6 Directed Call Pickup .................................................................................................................. 95

5.6.1 Pick Up a Call at an Extension of Your Call Pickup Group ............................................ 95 5.7 Directed Call Pickup with Barge-in ........................................................................................... 96

5.7.1 View the Status of the Warning Tone.............................................................................. 96 5.8 Diversion Inhibitor ...................................................................................................................... 97 5.9 Flash Call Hold........................................................................................................................... 97 5.10 Call Transfer............................................................................................................................... 98 5.11 Three-Way Call.......................................................................................................................... 99 5.12 N-Way Call............................................................................................................................... 100 5.13 Music/Video On Hold............................................................................................................... 101

5.13.1 Turn Music/Video On Hold On and Off ......................................................................... 101 5.14 Charge Number....................................................................................................................... 101 5.15 Hoteling Host ........................................................................................................................... 102 5.16 Hoteling Guest ......................................................................................................................... 103


5.17 Instant Messaging and Presence ........................................................................................... 104 5.18 Mobile Extension to Extension Dialing ................................................................................... 105 5.19 Push to Talk ............................................................................................................................. 105

5.19.1 Configure Push to Talk Options..................................................................................... 106 5.19.2 Allow Push to Talk Calls From Selected Users ............................................................ 107

5.20 Physical Location..................................................................................................................... 107 5.21 Remote Office.......................................................................................................................... 108 5.22 Shared Call Appearance......................................................................................................... 109

5.22.1 Query the Alternate Locations Assigned to You........................................................... 110 5.23 Video Add-On .......................................................................................................................... 111

5.23.1 Turn Video Add-On On and Off ..................................................................................... 112 5.23.2 Set the Maximum Originating Call Delay ...................................................................... 113

6 Calling Plans...............................................................................................................................114 6.1 Access Calling Plans Menu .................................................................................................... 114 6.2 Incoming Calling Plan.............................................................................................................. 115 6.3 Outgoing Calling Plan.............................................................................................................. 116

6.3.1 Display Outgoing Calls You Can Place......................................................................... 116 6.3.2 Display the Outgoing Calls You Can Forward .............................................................. 117 6.3.3 Display the Outgoing Calls You Can Forward or Transfer........................................... 119 6.3.4 Display Your Permission to be Forwarded or Transferred........................................... 120

6.4 Outgoing Digit Plan.................................................................................................................. 121 6.4.1 Display Special Calls You Can Make............................................................................ 121 6.4.2 Display Special Calls You Can Forward or Transfer .................................................... 122

7 Client Applications.....................................................................................................................123 7.1 Access Client Applications Menu ........................................................................................... 124 7.2 Attendant Console................................................................................................................... 124

7.2.1 Customize the Attendant Console................................................................................. 124 7.2.2 Display Calls with Attendant Console............................................................................ 126 7.2.3 Filter Calls in the Attendant Console ............................................................................. 127

7.3 Busy Lamp Field...................................................................................................................... 128 7.4 CommPilot Call Manager........................................................................................................ 129 7.5 Client Call Control.................................................................................................................... 130 7.6 Outlook Integration .................................................................................................................. 130 7.7 Phone Status Monitoring......................................................................................................... 131 7.8 Windows Messenger............................................................................................................... 133 7.9 BroadWorks Agent .................................................................................................................. 133 7.10 BroadWorks Supervisor .......................................................................................................... 134 7.11 BroadWorks Assistant Enterprise........................................................................................ 135 7.12 BroadWorks Receptionist ....................................................................................................... 135 7.13 BroadWorks Communicator.................................................................................................... 136 7.14 BroadWorks Communicator Multimedia ................................................................................ 136


7.15 BroadWorks Communicator G.729 ........................................................................................ 137 7.16 Client License .......................................................................................................................... 137

8 Messaging...................................................................................................................................138 8.1 Access Messaging Menu........................................................................................................ 139 8.2 Aliases...................................................................................................................................... 139

8.2.1 View or Delete Your Aliases........................................................................................... 139 8.2.2 Add an Alias.................................................................................................................... 140

8.3 Distribution Lists....................................................................................................................... 141 8.3.1 Create a Distribution List ................................................................................................ 141 8.3.2 Add or Delete a Distribution List Entry........................................................................... 142

8.4 Greetings.................................................................................................................................. 143 8.4.1 To Set the Busy Greeting:.............................................................................................. 143 8.4.2 To Set the No Answer Greeting:.................................................................................... 144

8.5 Voice Portal.............................................................................................................................. 145 8.5.1 Upload a Recorded Personalized Name....................................................................... 145

8.6 Voice Management ................................................................................................................. 146 8.6.1 Activate and Set Up Voice Messaging.......................................................................... 146 8.6.2 Configure Advanced Settings for Voice Management ................................................. 147

8.7 Third-Party MWI Control ......................................................................................................... 148 8.7.1 Use Third-Party MWI Control......................................................................................... 148

8.8 Third-Party Voice Mail Support............................................................................................... 149 8.8.1 Configure a Third-Party Voice Mail System.................................................................. 149

8.9 Voice Portal Calling ................................................................................................................. 150 8.9.1 Turn Voice Portal Calling On or Off ............................................................................... 150

8.10 Fax Messaging ........................................................................................................................ 151 8.10.1 Turn Fax Messaging On and Off ................................................................................... 151

9 Service Scripts ...........................................................................................................................153 9.1 Access Service Scripts Menu ................................................................................................. 153 9.2 Configuration............................................................................................................................ 153

9.2.1 Enable or Disable CPL Scripts....................................................................................... 154 9.3 Load.......................................................................................................................................... 155

9.3.1 Load a CPL Script .......................................................................................................... 155 9.4 Logs.......................................................................................................................................... 156

9.4.1 View and Clear the CPL Log.......................................................................................... 156 10 Utilities.........................................................................................................................................157

10.1 Access Utilities Menu .............................................................................................................. 157 10.2 Authentication .......................................................................................................................... 157

10.2.1 Set Your New Password ................................................................................................ 158 10.3 Enhanced Call Logs ................................................................................................................ 158

10.3.1 View Placed Calls........................................................................................................... 159 10.3.2 View Received Calls....................................................................................................... 159


10.3.3 View Missed Calls .......................................................................................................... 160 10.4 Feature Access Codes............................................................................................................ 161

10.4.1 View Your Feature Access Codes................................................................................. 161 10.5 Group Directory ....................................................................................................................... 165

10.5.1 View the Group Directory............................................................................................... 165 10.5.2 View or Print a Summary of the Group Directory.......................................................... 166 10.5.3 View or Print a Phone List.............................................................................................. 167

10.6 Enterprise Directory................................................................................................................. 167 10.6.1 View the Enterprise Directory......................................................................................... 167 10.6.2 View or Print a Summary of the Enterprise Directory................................................... 169 10.6.3 View or Print a Phone List.............................................................................................. 170

10.7 Intercept User .......................................................................................................................... 171 10.7.1 View Intercept User Status............................................................................................. 171

11 Conferencing ..............................................................................................................................172 11.1 Access Conferencing Menu.................................................................................................... 172 11.2 Conferences............................................................................................................................. 172

11.2.1 List Current Conferences ............................................................................................... 173 11.2.2 List Future Conferences................................................................................................. 174 11.2.3 List Expired Conferences............................................................................................... 174 11.2.4 Delete a Conference from the Future List ..................................................................... 175 11.2.5 Add a Conference to Start Immediately ........................................................................ 176 11.2.6 Add a One-Time Conference......................................................................................... 177 11.2.7 Add a Recurring Conference ......................................................................................... 178 11.2.8 Add a Reservationless Conference............................................................................... 180

11.3 Modify a Conference ............................................................................................................... 182 11.3.1 Control a Conference ..................................................................................................... 182 11.3.2 Modify Conference Documents ..................................................................................... 185 11.3.3 Add a Document to be Available for a Conference ...................................................... 186 11.3.4 Delete a Document Available for a Conference............................................................ 187

11.4 Modify a Conference Recording............................................................................................. 187 11.4.1 Playing a Conference Recording................................................................................... 188 11.4.2 Delete a Conference Recording .................................................................................... 189

11.5 Delete a Conference ............................................................................................................... 190 11.6 Access as a Leader................................................................................................................. 191

11.6.1 Join a Conference as a Leader...................................................................................... 191 11.6.2 Make a Presentation as a Leader.................................................................................. 192 11.6.3 Send E-mail Invitations to a Leader............................................................................... 192 11.6.4 Book an Appointment with a Leader for a Conference ................................................ 193

11.7 Access as a Participant........................................................................................................... 193 11.7.1 Join a Conference as a Participant................................................................................ 194 11.7.2 View a Presentation as a Participant............................................................................. 194 11.7.3 Send E-mail Invitations to Participants .......................................................................... 195


11.7.4 Book an Appointment with a Participant for a Conference........................................... 195 11.8 Recordings............................................................................................................................... 195

11.8.1 List Recordings ............................................................................................................... 196 11.8.2 Delete a Recording......................................................................................................... 197 11.8.3 Playback a Recording .................................................................................................... 197 11.8.4 Playback a Recorded Slideshow................................................................................... 198

11.9 Bridges ..................................................................................................................................... 199 11.9.1 List Bridges ..................................................................................................................... 199 11.9.2 Delegate Bridge Administration ..................................................................................... 200

11.10 Reports..................................................................................................................................... 201 Index ............................................................................................................................................203


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 .............................................................. 28 Figure 13 Incoming Calls Calling Name Retrieval............................................................................... 29 Figure 14 Incoming Calls Call Forwarding Always.............................................................................. 30 Figure 15 Incoming Calls Call Forwarding Busy.................................................................................. 31 Figure 16 Incoming Calls Call Forwarding No Answer........................................................................ 32 Figure 17 Incoming Calls Call Notify .................................................................................................... 33 Figure 18 Call Notify Call Notify Add .................................................................................................... 34 Figure 19 Call Notify Call Notify Modify................................................................................................ 35 Figure 20 Incoming Calls Do Not Disturb............................................................................................. 36 Figure 21 Incoming Calls External Calling Line ID Delivery................................................................ 37 Figure 22 Incoming Calls Internal Calling Line ID Delivery................................................................. 37 Figure 23 Incoming Calls Alternate Numbers...................................................................................... 39 Figure 24 Incoming Calls Alternate Numbers....................................................................................... 40 Figure 25 Incoming Calls Call Centers................................................................................................. 41 Figure 26 Incoming Calls Call Forwarding Selective........................................................................... 42 Figure 27 Call Forwarding Selective Call Forwarding Selective Add ................................................. 43 Figure 28 Call Forwarding Selective Call Forwarding Selective Modify............................................. 45 Figure 29 Incoming Calls Call Forwarding Selective (View) ............................................................... 46 Figure 30 Incoming Calls CommPilot Express (Available In the Office) ......................................... 47 Figure 31 Incoming Calls CommPilot Express (Available Out of the Office) .................................. 48 Figure 32 Incoming Calls CommPilot Express (Busy) ........................................................................ 49 Figure 33 Incoming Calls CommPilot Express (Unavailable) ............................................................. 49 Figure 34 Incoming Calls Custom Ringback User............................................................................... 51 Figure 35 Custom Ringback User Custom Ringback User Add......................................................... 52 Figure 36 Custom Ringback User Customer Ringback User Modify................................................. 53 Figure 37 Incoming Calls Priority Alert ................................................................................................. 54 Figure 38 Priority Alert Priority Alert Add.............................................................................................. 55 Figure 39 Priority Alert Priority Alert Modify ......................................................................................... 56 Figure 40 Incoming Calls Selective Call Acceptance.......................................................................... 57 Figure 41 Selective Call Acceptance Selective Call Acceptance Add ............................................... 58 Figure 42 Selective Call Acceptance Selective Call Acceptance Modify ........................................... 59 Figure 43 Incoming Calls Selective Call Rejection.............................................................................. 60 Figure 44 Selective Call Rejection Selective Call Rejection Add........................................................ 61 Figure 45 Selective Call Rejection Selective Call Rejection Modify ................................................... 62 Figure 46 Incoming Calls Sequential Ring........................................................................................... 64 Figure 47 Sequential Ring Sequential Ring Add................................................................................. 65 Figure 48 Sequential Ring Sequential Ring Modify............................................................................. 66 Figure 49 Incoming Calls Sequential Ring (View) ............................................................................... 68 Figure 50 Incoming Calls Series Completion....................................................................................... 69 Figure 51 Incoming Calls Simultaneous Ring Personal...................................................................... 70 Figure 52 Simultaneous Ring Personal Simultaneous Ring Personal Add ....................................... 71


Figure 53 Simultaneous Ring Personal Simultaneous Ring Personal Delete ................................... 72 Figure 54 Incoming Calls Automatic Hold/Retrieve............................................................................. 73 Figure 55 User Outgoing Calls ............................................................................................................. 75 Figure 56 Outgoing Calls Automatic Callback ..................................................................................... 76 Figure 57 Outgoing Calls Call Return................................................................................................... 77 Figure 58 Outgoing Calls Calling Party Category................................................................................ 77 Figure 59 Outgoing Calls Last Number Redial .................................................................................... 78 Figure 60 Outgoing Calls Calling Line ID Delivery Blocking ............................................................... 79 Figure 61 Outgoing Calls Speed Dial 8................................................................................................ 80 Figure 62 Outgoing Calls Speed Dial 100............................................................................................ 81 Figure 63 Speed Dial 100 Speed Dial 100 Add................................................................................... 82 Figure 64 Speed Dial 100 Speed Dial 100 Modify .............................................................................. 83 Figure 65 Outgoing Calls Account Codes............................................................................................ 84 Figure 66 Outgoing Calls Personal Phone List.................................................................................... 85 Figure 67 Personal Phone List Personal Phone List Add................................................................... 86 Figure 68 Personal Phone List Personal Phone List Modify............................................................... 86 Figure 69 Personal Phone List Personal Phone List Import ............................................................... 87 Figure 70 User Preferred Carrier.......................................................................................................... 88 Figure 71 Outgoing Calls Two-Stage Dialing....................................................................................... 88 Figure 72 User Call Control................................................................................................................... 90 Figure 73 Call Control Barge-in Exempt .............................................................................................. 91 Figure 74 Call Control Call Waiting....................................................................................................... 92 Figure 75 Call Control Call Pickup........................................................................................................ 93 Figure 76 Call Control Customer Originated Trace............................................................................. 94 Figure 77 Call Control Directed Call Pickup......................................................................................... 95 Figure 78 Call Control Directed Call Pickup with Barge-in.................................................................. 96 Figure 79 Call Control Diversion Inhibitor............................................................................................. 97 Figure 80 Call Control Flash Call Hold ................................................................................................. 97 Figure 81 Call Control Call Transfer ..................................................................................................... 98 Figure 82 Call Control Three-Way Call ................................................................................................ 99 Figure 83 Call Control N-Way Call .....................................................................................................100 Figure 84 Call Control Music/Video On Hold .....................................................................................101 Figure 85 Call Control Charge Number..............................................................................................101 Figure 86 Call Control Hoteling Host..................................................................................................102 Figure 87 Call Control Hoteling Guest................................................................................................103 Figure 88 Call Control Instant Messaging and Presence..................................................................104 Figure 89 Call Control Mobile Extension to Extension Dialing..........................................................105 Figure 90 Call Control Push to Talk....................................................................................................106 Figure 91 Call Control Physical Location ...........................................................................................108 Figure 92 Call Control Remote Office ................................................................................................108 Figure 93 Call Control Shared Call Appearance ...............................................................................110 Figure 94 Call Control Shared Call Appearance (Bottom of Page for CMS) ...................................110 Figure 95 Call Control Video Add-On.................................................................................................112 Figure 96 Call Control Video Add-On (CMS).....................................................................................112 Figure 97 User Calling Plans ..............................................................................................................114 Figure 98 Calling Plans Incoming Calling Plan..................................................................................115 Figure 99 Calling Plans Outgoing Calling Plan (Originating Calls)...................................................116 Figure 100 Calling Plans Outgoing Calling Plan (Initiating Call Forwards) ......................................118 Figure 101 Calling Plans Outgoing Calling Plan (Initiating Call Forwards/Transfers) .....................119 Figure 102 Calling Plans Outgoing Calling Plan (Being Forwarded/Transferred) ...........................120 Figure 103 Calling Plans Outgoing Digit Plan (Originating Calls).....................................................121 Figure 104 Calling Plans Outgoing Digit Plan (Forwarded/Transferred Calls) ................................122 Figure 105 User Client Applications ...................................................................................................123 Figure 106 Client Applications Attendant Console ............................................................................124 Figure 107 Attendant Console Page .....................................................................................................126


Figure 108 User Busy Lamp Field......................................................................................................128 Figure 109 Client Applications CommPilot Call Manager .................................................................129 Figure 110 Client Applications Client Call Control .............................................................................130 Figure 111 Client Applications Outlook Integration............................................................................130 Figure 112 Client Applications Phone Status Monitoring..................................................................131 Figure 113 Client Applications Windows Messenger........................................................................133 Figure 114 Client Applications BroadWorks Agent ...........................................................................133 Figure 115 Client Applications BroadWorks Supervisor ...................................................................134 Figure 116 Client Applications BroadSoft Assistant Enterprise.....................................................135 Figure 117 Client Applications BroadWorks Receptionist.................................................................135 Figure 118 Client Applications BroadWorks Communicator.............................................................136 Figure 119 Client Applications BroadWorks Communicator Multimedia..........................................136 Figure 120 Client Applications BroadWorks Communicator G.729 .................................................137 Figure 121 User Messaging................................................................................................................138 Figure 122 Messaging Aliases............................................................................................................139 Figure 123 Aliases Aliases Add..........................................................................................................140 Figure 124 Messaging Distribution Lists ............................................................................................141 Figure 125 Distribution Lists Distribution Lists Add/Delete................................................................142 Figure 126 Messaging Greetings .......................................................................................................143 Figure 127 Messaging Voice Portal ...................................................................................................145 Figure 128 Messaging Voice Management.......................................................................................146 Figure 129 Voice Management Management Advanced Settings...................................................147 Figure 130 Messaging Third-Party MWI Control ...............................................................................148 Figure 131 Messaging Third-Party Voice Mail Support.....................................................................149 Figure 132 Messaging Voice Portal Calling.......................................................................................150 Figure 133 Messaging Fax Messaging..............................................................................................151 Figure 134 User Service Scripts.........................................................................................................153 Figure 135 Service Scripts Configuration...........................................................................................154 Figure 136 Service Scripts Load.........................................................................................................155 Figure 137 Service Scripts Logs.........................................................................................................156 Figure 138 User Utilities......................................................................................................................157 Figure 139 Utilities Authentication ......................................................................................................158 Figure 140 User Enhanced Call Logs (Placed Calls Tab) ................................................................159 Figure 141 User Enhanced Call Logs (Received Calls Tab) ............................................................159 Figure 142 User Enhanced Call Logs (Missed Calls Tab)................................................................160 Figure 143 Utilities Feature Access Codes........................................................................................161 Figure 144 Utilities Group Directory ...................................................................................................165 Figure 145 Utilities Group Directory Summary ..................................................................................166 Figure 146 Utilities Group Directory Detail.........................................................................................167 Figure 147 Utilities Enterprise Directory.............................................................................................168 Figure 148 Utilities Enterprise Directory Summary............................................................................169 Figure 149 Utilities Enterprise Directory Detail ..................................................................................170 Figure 150 Utilities Intercept User ......................................................................................................171 Figure 151 User Conferencing Menu.................................................................................................172 Figure 152 User Conferences (Current Tab).....................................................................................173 Figure 153 User Conferences (Future Tab).......................................................................................174 Figure 154 User Conferences (Expired Tab).....................................................................................175 Figure 155 User Conferences (Future Tab).......................................................................................175 Figure 156 Conferences Conferences Quick Add.............................................................................176 Figure 157 Conferences Conferences Add (A One-Time Conference)...........................................177 Figure 158 Conferences Conferences Add (A Recurring Conference) ...........................................178 Figure 159 Conferences Conferences Add (Recurring Weekly) .......................................................179 Figure 160 Conferences Conferences Add (Recurring Monthly) ......................................................180 Figure 161 Conferences Conferences Add (Reservationless Conference).....................................180 Figure 162 Conferences Conferences Modify...................................................................................182


Figure 163 Conferences Conference Call Control ............................................................................183 Figure 164 Conferences Conferences Modify Documents...............................................................186 Figure 165 Conferences Conferences Modify Recordings...............................................................187 Figure 166 Conferences Recordings Playback .................................................................................188 Figure 167 Conferences Recordings Playback .................................................................................189 Figure 168 Conferences Conferences Modify/Delete .......................................................................190 Figure 169 Conferences Conferences Modify (Leader Access Section) .........................................191 Figure 170 Conferences Modify Join a Conference..........................................................................191 Figure 171 Conferences Modify Leader Presentation.......................................................................192 Figure 172 Leader Presentation Sample Document.........................................................................192 Figure 173 Conferences Modify Participant Access Section............................................................193 Figure 174 Participant Access Join a Conference.............................................................................194 Figure 175 Participant Access Participant Presentation ...................................................................194 Figure 176 Conferences Recordings .................................................................................................196 Figure 177 User Recordings Playback...............................................................................................197 Figure 178 User Slideshow Playback ................................................................................................198 Figure 179 User Conference Bridges.................................................................................................200 Figure 180 User Conference Bridge Delegates.................................................................................200 Figure 181 User Reports.....................................................................................................................201


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 youve logged into the system, the User Profile page appears, which is the users 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 emergency calls.

3015551000

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: + . 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: + . 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.

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.

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



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

Automatic Hold Retrieve Alternate Numbers Call Centers Call Forwarding Selective CommPilot Express Custom Ringback User Priority Alert Selective Acceptance Selective Rejection Sequential Ringing Series Completion Simultaneous Ringing


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 callers 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: + . 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: + . 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: + . 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 callers 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

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

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 th