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Title page

Nortel Communication Server 1000

Integrated Conference Bridge


Professional
Administrator Guide
iii

Nortel Communication Server 1000

Nortel Integrated Conference Bridge


Professional
Administrator Guide

Revision history
June 2007
Standard 01.01. This document is issued to support Integrated
Conference Bridge Professional Release 4.5.

Nortel Integrated Conference Bridge Professional Administrator Guide


v

Contents
Revision history iii
Introduction 13
User levels 13
Integrated Conference Bridge Professional interfaces 14
Browser User Interface 14
Microsoft Outlook User Interface 14
Telephone User Interface 14
Browser User Interface 15
Overview 15
Accessing the Web Browser 17
General information 17
Preparing to use the Web Browser 17
Logging in to the Web Browser 17
Changing the administrator password 19
Integrated Conference Bridge Professional (ICB
Professional) Console 21
Title frame 21
Installing ICB Professional using the Install Wizard 22
Configuring Basic System Settings 22
Configuring Access Numbers 24
Defining the First User 25
E1/T1 ISDN Trunk Configuration 27
Configuring Time Settings parameters 28
Scheduling a test conference 30
Defining general attributes 30
Defining default conference attributes 33
Defining volume levels 35
Defining a confirmation e-mail 36
Customizing greetings 39
Greetings Settings window 39
Customizing the Brandline Greeting 41
Previewing a Brandline greeting 42

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vi Contents

Deleting a Brandline greeting 42


Enabling a conference-specific greeting 42
Disallowing a conference-specific greeting 42
Customizing images 43
Users Administration 44
User Groups 45
Adding a new user group 45
Users list 47
Editing a user 48
Adding a user 49
Searching for a user 50
Configuring Always on conferences 52
Always on Conferences window 52
Scheduling or editing a Always on conference 53
System Upgrade 57
Software Upgrade 58
Configuring call-out groups 59
Call-Out Groups window 60
Viewing group details 61
Modifying group settings 63
Adding members to an existing group 63
Editing a member 64
Adding a new group 65
Generating reports 67
Display a Report 73
Backing up data 74
Configuring a scheduled backup 74
Configuring a Billing Scheduled Backup 75
Executing a manual backup 76
Viewing backup history log 77
Viewing last backup details 78
Restoring data 78
Executing a Manual Restore 78
Executing a Last Restore Details 79
Using the Command Line Interface (CLI) 79
Microsoft Outlook User Interface 81
Overview 81
System requirements 81
Microsoft Outlook settings 81
ICB Professional form 82
ICB Professional files 82
Getting started 83
Publishing the ICB Professional files 83
Upgrading the ICB Professional form 86
Obtaining the upgraded ICB Professional files 86

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Contents vii

Removing ICB Professional files from the Organizational


FormsLibrary 87
Clearing the Microsoft Outlook forms cache 87
ICB Professional form errors 88
Telephone User Interface 91
Overview 91
Configuring the TUI 91
Recording a brandline greeting 91
Recording a conference-specific greeting 92

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Table of Figures
Figure 1: Web Browser navigation flowchart - administration ......................................16
Figure 2: ICB Professional Login window.....................................................................18
Figure 3: Network Password window ...........................................................................19
Figure 4: Change Password window ............................................................................20
Figure 5: Administration ICB Professional Console window ........................................21
Figure 6: Administration ICB Professional Console title frame ....................................22
Figure 7: Install Wizard: Basic System Settings panel .................................................23
Figure 8: Install Wizard: Access Numbers panel..........................................................24
Figure 9: Install Wizard: Define First User panel..........................................................26
Figure 10: Install Wizard: E1/T1 ISDN panel................................................................27
Figure 11: Install Wizard: Time Settings panel.............................................................29
Figure 12: General Attributes window ..........................................................................31
Figure 13: Default Conference Attributes window ........................................................34
Figure 14: Volume Level Attributes window .................................................................36
Figure 15: Confirmation E-Mail Attributes window .......................................................37
Figure 16: Greeting Settings window............................................................................40
Figure 17: File Requirements window ..........................................................................41
Figure 18: Company Images window ...........................................................................43
Figure 19: User Groups window ...................................................................................45
Figure 20: User Groups - New User Group window.....................................................46
Figure 21: User List window .........................................................................................47
Figure 22: Users > Edit User Details window ...............................................................49
Figure 23: Users > New User window ..........................................................................50
Figure 24: Users > Search for a User window..............................................................51
Figure 25: Always on Conferences window .................................................................52
Figure 26: New/Edit Always on Conference window....................................................54
Figure 27: Conference Details window.........................................................................57
Figure 28: System Upgrade window.............................................................................58
Figure 29: Software Upgrade window ..........................................................................59
Figure 30: Call-Out Groups window .............................................................................60
Figure 31: Group Details window .................................................................................61
Figure 32: Modify Group Settings window....................................................................63

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Figure 33: Add Members window .................................................................................64


Figure 34: Edit Members window .................................................................................65
Figure 35: New Group Details window .........................................................................66
Figure 36: Report Viewer window.................................................................................67
Figure 37: Example - Error report.................................................................................68
Figure 38: Example - Overbooking report ....................................................................69
Figure 39: Example - Billing report ...............................................................................70
Figure 40: Example - Short Connection report.............................................................72
Figure 41: Example - Short Connection report.............................................................73
Figure 42: Scheduled Backup window .........................................................................75
Figure 43: Billing Scheduled Backup window...............................................................76
Figure 44: Manual Backup window...............................................................................77
Figure 45: Manual Restore window ..............................................................................79
Figure 46: Command Line Interface window................................................................80
Figure 47: ICB Professional form .................................................................................82
Figure 48: Publish Form As window .............................................................................85

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List of Tables
Table 1: General Settings window fields ......................................................................31
Table 2: Default Conference Attributes window fields..................................................34
Table 3: Volume Level Attributes window fields ...........................................................36
Table 4: Confirmation E-mail Settings ..........................................................................38
Table 5: User List table columns ..................................................................................47
Table 6: Components of Conferences window.............................................................52
Table 7: Call-Out Group List fields ...............................................................................60
Table 8: Group Members table columns ......................................................................61
Table 9: Group Settings Retry parameters...................................................................62

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13

Introduction
Nortel Integrated Conference Bridge Professional allows users to
schedule and administer multiple, simultaneous conferences using a
web, telephone, or Microsoft® Outlook® user interface.
Note: For First Time Installation refer to Nortel ICB Professional
Installation guide.

User levels
Nortel Integrated Conference Bridge Professional (ICB Professional)
supports the following four user levels:
y Administrator - An administrator can set up the ICB Professional
system, add one or more users (including super users), delete one
or more users, and define an Always On Conference.
y Super user - A super user can view, create and change any
conference scheduled on the ICB Professional, (except the Always
On), for self and other users.
y Executive user - An executive user can create and modify their own
conferences. An executive user can also view any conference
scheduled on the ICB Professional.
y Regular user - A regular user can create and modify their own
conferences. A regular user cannot view or change the conferences
of other users.
This document describes ICB Professional operations for the
Administrator. Operations for the super user, executive user, and
regular user levels are described in Nortel Integrated Conference
Bridge Professional User Guide.

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14 Introduction

Integrated Conference Bridge Professional interfaces


A conference on the Nortel Integrated Conference Bridge Professional
(ICB Professional) can be configured in three ways:
1 Use the Browser User Interface
2 Use the Microsoft Outlook User Interface.
3 Use the Telephone User Interface.

Browser User Interface


The ICB Professional Browser User Interface (Web Browser) offers one
set of configuration options for administrators and a second set for other
users.
y For information about Web Browser options for administrators, see
Browser User Interface (page 15).
y For information about Web Browser options for non-administrators,
refer to Nortel Integrated Conference Bridge Professional User
Guide.

Microsoft Outlook User Interface


The Microsoft Outlook User Interface enables users to schedule and
manage ICB Professional conferences. The interface includes a subset
of the options available in the Web Browser.
y For information about Microsoft Outlook User Interface options for
administrators, see Microsoft Outlook User Interface (page 81).
y For information about Microsoft Outlook User Interface options for
non-administrators, refer to Nortel Integrated Conference Bridge
Professional User Guide.

Telephone User Interface


The ICB Professional Telephone User Interface (TUI) lets
administrators and other users enter commands on a telephone keypad
to configure conferences.
y For information about TUI options for administrators, see Telephone
User Interface (page 91).
y For information about TUI options for non-administrators, refer to
Nortel Integrated Conference Bridge Professional User Guide.

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Browser User Interface


Overview
The following figure depicts the logical layout of the Nortel Integrated
Conference Bridge Professional Browser User Interface (Web Browser)
administration system.

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16 Browser User Interface

Figure 1
Web Browser navigation flowchart - administration

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Browser User Interface 17

Accessing the Web Browser


This section contains instructions on accessing the Web Browser and
changing the administrator's password.

General information
The ICB Professional Web Browser supports open access from
anywhere on the Internet, including gateways and firewalls. The ICB
Professional web server is accessed over an Ethernet connection. The
system does not support browsers running on Macintosh computers.
When using the Web Browser, do not disable the cookies function in the
browsers.

Preparing to use the Web Browser


Follow the steps below before using the Web Browser.
1 Check the web browser version.
⎯ Netscape Communicator® users must run version 4 or later. To
check the version, choose Help > About Netscape.
⎯ Microsoft Internet Explorer® users must run version 5 or later
with Service Pack 1. To check the version, select Help > About
Internet Explorer.
To upgrade the web browser, ask your system administrator about
the upgrade procedure.
2 Obtain the following information:
⎯ your ICB Professional UserID name
⎯ your ICB Professional login password
⎯ the ICB Professional IP address (URL or DNS Name)

Logging in to the Web Browser


Follow the steps below to log in to the Web Browser.
1 Enter the ICB Professional IP address in the browser's Location or
Address field, and press Enter or Return.
The ICB Professional Login window opens. See following figure.

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Note: By default, the ICB Professional Login window has a


generic image. Administrators can replace this image with their
own. See Customizing images (page 43).

Figure 2
ICB Professional Login window

2 Bookmark this URL for future use.


3 Click LOGIN.

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Browser User Interface 19

The Network Password window opens. See following figure.


Figure 3
Network Password window

4 Enter your administrator ID in the User Name field.


5 Enter your six-digit administrator password in the Password field.
6 Select Save this password in your password list (optional).
7 Click OK.

Changing the administrator password


Follow the steps below to change the administrator password.
1 Log in to the Web Browser. See Logging in to the Web Browser
(page 17).
2 Click Change Password in the Console.

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The Change Password window opens. See following figure.


Figure 4
Change Password window

3 Enter the current password in the Enter current password field.


4 Enter the new password in the New password field.
5 Reenter the new password in the Confirm new password field.
6 Click Submit.
Note: Save this password for future use.

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Browser User Interface 21

Integrated Conference Bridge Professional (ICB Professional)


Console
The following figure shows the ICB Professional Console, which is the
home screen for the ICB Professional administrative system. It opens
when an administrator logs in to the system. The Console, which is
organized as an Internet portal, contains links to the following key
configurable options: Settings, Users, Always on Conferences,
Upgrades, Call-Out Groups, Reports, Backup and Restore.
Figure 5
Administration ICB Professional Console window

Title frame
The title frame sits at the top of the Console window and all
administration windows. See following figure. It contains the following
buttons:
y Console - Returns to the Console. New settings will not be saved.
y CLI - Opens an additional window for input and output of Command
Line Interface (CLI) commands. See Using the Command Line
Interface (CLI) (page 79).

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y Logout - Terminates the session and returns the user to the home
page login window.
y Help - Displays help information relevant to the current window. The
information is displayed in a separate window.
Figure 6
Administration ICB Professional Console title frame

Installing ICB Professional using the Install Wizard


The ICB Professional Install Wizard provides an easy method for
configuring new systems. To access the Install Wizard, click Install
Wizard on the Console.
All Install Wizard windows list steps on the left side of the window.
During installation, the Submit & Continue buttons advance users
step-by-step. After installation is complete, users can reach a specific
step by clicking its name.
The Install Wizard has five main groups: Basic System Settings,
Access Numbers, Define First User, E1/T1 ISDN and Time Settings.
Follow the Wizard step-by-step - the panels for each step open
automatically. To modify one of more fields in installed systems, click a
specific step to open the window for that step.

Configuring Basic System Settings


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Install Wizard on the Console.

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The ICB Professional Install Wizard window opens to the Basic


System Settings panel, as shown in following figure.
Figure 7: Install Wizard
Basic System Settings panel

3 In the System Name field, enter up to 15 characters of


alphanumeric text for the system's name.
The IP address field is a read-only field that shows the IP address
of the system. Users define the system address using the CLI.
4 In the Signalling Protocol field, is a read-only field specifying the
telephony connection by E1/T1 trunk.
5 In the Default Language field, select the default voice-prompt
language for conferences and the TUI. When scheduling a
conference, users can select a language from the available set.
However, if the user does not specify a language, this parameter
applies. The default is American English.
6 In the IP address of E-mail Server field, enter the IP address of the
server that the ICB Professional uses to send scheduling
confirmation and to administer e-mail messages. If this field is
empty, or specified incorrectly, the ICB Professional does not send
e-mail messages. However, the rest of the system operates
properly.
Note: The ICB Professional system uses SMTP. The e-mail server
must support this protocol.

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7 In the From E-mail address field, enter the e-mail address which
the ICB Professional uses to identify itself. This e-mail address
appears in the From field of sent e-mail messages. Some e-mail
servers require this information. The initial factory default address is
conferencing@company.com (there is no such address).
8 Do one of the following:
a Click Submit & Continue to save the settings and continue to
the next step.
b Click Finish to save the changes and return to the Console. This
option is available only when editing the settings after installation,
not during a first installation.
c Click Console in the title frame to return to the Console without
saving the changes.

Configuring Access Numbers


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Install Wizard on the Console.
The ICB Professional Install Wizard window opens to the Basic
system Settings panel, see figure in Configuring Basic System
Settings (page 22).
3 Click Access Numbers on the left-hand side of the ICB
Professional Install Wizard window.
The Access Numbers panel opens, as shown in following figure.
Figure 8: Install Wizard
Access Numbers panel

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Browser User Interface 25

4 In the System Access Number field, (range up to 7 digits) enter the


number dialed to access the system from inside the organization. In
a E1/T1 connected system, its the DID number dialed by incoming
trunk calls, the PABX sends this number to ICB Professional.
5 In the Operator Number field, (range up to 31 digits) enter the
number of an operator or attendant. This number is called by ICB
Professional when the chairperson in an active conference invokes
“Call assistant” command.
6 In the TUI Access Number field, (range up to 7 digits) enter the DN
to access TUI services from inside the organization (scheduling from
a telephone, recording, etc.). The same rules as System Access
Number above.
7 In the Adhoc Group Call Prefix field, define a prefix for optional
feature “Ad-hoc Group Call dialling”. When this prefix is dialled by
phones in the network, followed by a group number of ICB
Professional, the call is routed to, an ad-hoc conference opened and
group call is invoked from conference, (for further details refer to ICB
Professional User Guide).
8 Do one of the following:
a Click Submit & Continue to save the settings and continue to
the next step.
b Click Back to return to the previous step without saving the
changes.
c Click Finish to save the changes and return to the Console. This
option is available only when editing the settings after installation,
not during a first installation.
d Click Console in the title frame to return to the Console without
saving the changes.

Defining the First User


This task is required only during initial installation and cannot be
performed after successful installation (the link is disabled). Perform
normal user administration from a separate window in the
Administration Web Browser. See Users Administration (page 44).
Steps
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Install Wizard on the Console.

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The ICB Professional Install Wizard window opens to the Basic


system Settings panel, see figure in Configuring Basic System
Settings (page 22).
3 Click Define First User on the left-hand side of the ICB
Professional Install Wizard window.
The Define First User panel opens, as shown in following figure.
Figure 9: Install Wizard
Define First User panel

4 Define at least one user to perform sanity tests, such as scheduling


conferences and placing calls. Define a user that can be deleted or
modified from the regular User Administration window. This step
eliminates the need to open a separate window to define a user and
perform basic testing after the Wizard is finished.
5 Do one of the following:
a Click Submit & Continue to save the changes and return to the
Console, or continue to the next step.
b Click Back to return to the previous step without saving the
changes.

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Browser User Interface 27

c Click Finish to save the changes and return to the Console.


d Click Console in the title frame to return to the Console without
saving the changes.

E1/T1 ISDN Trunk Configuration


This section defines process to configure E1/T1 trunks parameters.
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Install Wizard on the Console.
The ICB Professional Install Wizard window opens to the Basic
system Settings panel, see figure in Configuring Basic System
Settings (page 22).
3 Click E1/T1 ISDN on the left-hand side of the ICB Professional
Install Wizard window.
The E1/T1 ISDN panel opens, as shown in following figure.
Figure 10: Install Wizard
E1/T1 ISDN panel

4 In the Protocol field, select the ISDN PRA protocol type - Europe
(E1) or North America (T1).
5 In the Side field, select the Network side.

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6 In the Network Operator ID field, select the ISDN operator ID:


⎯ Europe E1: ETSI
⎯ North America T1: National ISDN 1or 2, AT&T 4ESS, AT&T
5ESS or DMS100
7 In the E1 Parameters - CRC4 field, select Yes or No.
8 In the E1 Parameters - Impedance (Ohm) field, select
120 (RJ45)or 75 (BNC) to imply the physical trunk connection
used.
9 In the E1 Parameters - Shield Ground field, for 75Ω shield ground
option may also be specified.
10 In the T1 Parameters - Line Code field, select AMI or B8ZS.
11 In the T1 Parameters - Frame Mode field, select SF or ESF.
12 Do one of the following:
a Click Submit & Continue to save the changes and return to the
Console, or continue to the next step.
b Click Back to return to the previous step without saving the
changes.
c Click Finish to save the changes and return to the Console.
d Click Console in the title frame to return to the Console without
saving the changes.
Note 1: Parameter similar to Nortel Switch
Note 2: Modification of the parameter will cause Restart to ICB
Professional system

Configuring Time Settings parameters


This task is for adjustment of date & time, time zone and Daylight
saving Time.
Steps
1 Log in to the Web Browser.
2 Click Install Wizard on the Console.
The ICB Professional Install Wizard window opens to the Basic
system Settings panel, as shown in figure in Configuring Basic
System Settings (page 22).
3 Click Time Settings on the left-hand side of the ICB Professional
Install Wizard window.

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Browser User Interface 29

The Time Settings panel opens, as shown in following figure.


Figure 11: Install Wizard
Time Settings panel

4 The Current Local Time table displays


a The current date, day & time effective in ICB Professional
b The Standard time zone - local time zone of local standard time
(offset from GMT). Time zone is displayed in the Web Browser
scheduling screens and in the scheduling confirmation E-mails.
c The Daylight Saving Time - not in use - This is useful in countries
where the dates are fixed.
d The Current Time Offset - used for summer/winter time
5 The Update Local Time option selected, sets initial time and time
updates

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a Clicking in the Update Time box, uses to set the current time on
installation or to correct the time when needed to move manually
to daylight saving time.
b In the Daylight Bias field, specify the difference between DST
and standard time (one hour in most countries).
c In the Time Zone field, specify the local time zone of local
Standard Time (offset from GMT). Time zone is displayed in the
Web Browser scheduling screens and in the scheduling
confirmation e-mails.
d In the IP address of Network Time Server field, optional feature
- keeping time synchronized with a network time servers by NTP
protocol. The system uses it only for synchronizing hour
boundaries; it will not change date or hour by NTS server.
Therefore, date and time must be set initially even if this option is
used.
6 The Automatic Daylight Saving Time option selected, specifies
here if ICB Professional should pass automatically to daylight saving
time. This is useful in countries where the dates are fixed. The “Start
Day” and “End Day” shell be set as used in the local country.
7 Do one of the following:
a Click Back to return to the previous step without saving the
changes.
b Click Finish to save the changes and return to the Console.
c Click Console in the title frame to return to the Console without
saving the changes.

Scheduling a test conference


1 After the Wizard setup session is complete, schedule a conference
and place a call to test the system.
2 If necessary, return to the ICB Professional Install Wizard to
change system definitions.
Refer to Nortel Integrated Conference Bridge Professional User
Guide for instructions on scheduling a conference.

Defining general attributes


Follow the procedures below to define general conference settings.
1 Click Define General attributes in the Console.

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The General attributes window opens, as shown in following figure.


Figure 12
General Attributes window

2 Define default general attributes as described in following table.


3 Click Submit.
Table 1: General Settings window fields
Field Description

Administrator Enter the e-mail address to which the ICB Professional


E-mail sends administration material, including backup files,
default address is admin@company.com.

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Field Description

Billing option Select a billing option for this system from the drop-
down list. The options are as follows:
y No billing - The ICB Professional does not issue a
billing report.
y Billing reports - The ICB Professional issues a
billing report.

System ID Enter the System ID (a four-digit decimal number) that


the system uses for billing report.
Not applicable if billing is not used.

Ports Enter the number of ports added by the Overbooking


overbooking feature. The available values are shown in the form of
60 + N, where 60 is the physical capacity and N is the
addition for overbooking.
Up to 25% overbooking is allowed.

Reserve port for Select this option to dedicate one of the system's ports
TUI for TUI services access. This option is not available for
conferences. When cleared, no port is reserved for the
TUI, so the TUI is not accessible if all the system's
ports are booked. The default for new systems is
cleared.
y Note: One port lost
Name recording Enter the duration, in seconds, of the spoken name in
length the name-entry option. When the system prompts a
caller for their name, recording takes place for the
specified duration after the beep. Valid entries are 2-
10 seconds. The default is 2 seconds.

Conference auto- Enter the length of the conference and chairperson


generated passwords. Valid entries are 4-8 characters. The
password length default is 4 characters.

Week working Select the range of working days. The ICB


days Professional uses this information when creating
recurrent conferences with the option “Workday”
through the Web Browser scheduling interface. Valid
values are any day of the week. The default is From:
Monday and To: Friday.
Meeting close (10 Select this option to set first warning to be played to all
minutes) first conferees to indicate that the meeting is due to be
warning message closed in 10 minutes

Meeting close (2 Select this option to set second warning to be played


minutes) second to all conferees to indicate that the meeting is due to
warning message be closed in 2 minutes

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Field Description

Play music to Select this option for the first participant in a


single conferee conference to hear music until other participant
arrives. This is for the initial state only. The first person
can stop or restart music by a telephone key pad
command.
Send Reminder Specify here whether a reminder Email is sent to the
Email conference originator before conference starts, and
how much time before.Applies to Web Browser
scheduling only.

Web Browser Set this option to specify the User Web Browser
session idle timeout.
timeout
include Select this option to send chairperson details to all
chairperson conferees, not recommended
details in Outlook
invitation email
Outdated From the drop-down list, select the number of days the
conferences and files are kept before deletion. For scheduling data, this
reports field applies to conferences that have already taken
place. The system keeps passed conferences as long
as required. Valid values are 1 to 120 days. The
default is 32 days.

Submit Click on this button saves the changes and returns to


console

Reset Click on this button returns the changed values

Defining default conference attributes


1 Click Define Default Conference attributes in the Console.

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The Default Conference attributes window opens, as shown in


following figure.
Figure 13
Default Conference Attributes window

2 Define the default conference attributes, as described in following


table.
These values can be changed when scheduling a specific
conference.
3 Click Submit.
Table 2: Default Conference Attributes window fields
Field Description

User Password Select a default password which participants must use


to enter the conference. The options are as follows:
y No password (default)
y Automatically assigned - generated automatically
by the ICB Professional, of a length defined in
General Attributes. See Defining general
attributes (page 30).

Chairperson Select a default password that the chairperson must


Password use to authenticate himself or herself. The options are
as follows:
y No password (default)
y Automatically assigned - generated automatically
by the ICB Professional, of a length defined in
General Attributes. See Defining general
attributes (page 30).

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Field Description

Indication for Select how the system announces the entry or exit of
entry and exit a participant. The options are as follows:
y Play name on entry and name on exit (default)
y Play name on entry and tone on exit
y Play tone on entry and name on exit
y Silence - no indication

Language Select the default voice-prompt language for


conferences and the TUI. The default is American
English.

Add ports if Select this option to have the system reserve


needed additional ports to accommodate unexpected
participants. The system adds ports only if available at
that time. The default is cleared.

Reserve one port Select this option to reserve a port for the chairperson.
for chairperson If this option is not selected, the system makes ports
available on a first-come, first-serve basis. Therefore,
if all the ports are in use when the chairperson tries to
join the conference, the system does not allow the
chairperson to enter the conference. The default is
selected.

Defining volume levels


Follow the steps below to define initial volume levels.
1 Click Define Volume Level Attributes in the Console.

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The Volume Level Attributes window opens, as shown in following


figure.
Figure 14
Volume Level Attributes window

2 Define the volume attributes, as described in following figure.


3 Click Submit.
Table 3: Volume Level Attributes window fields
Field Description

Voice Prompt Select a volume level for playing a prompt


Playing (announcement) to the conferee. The default is 0.

Recording Select a level for the speech volume of the conferee


while recording, name and custom greeting. The
default is 0.

Speak Select the initial “talk” level of a conferee in a


conference. The default is 0.

Listen Select the initial “hear” level of a conferee in a


conference. The default is 0.

Defining a confirmation e-mail


1 Click Define Confirmation E-mail in the Console.

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The Confirmation E-mail Attributes window opens, as shown in


following figure.
Figure 15
Confirmation E-Mail Attributes window

2 Define the template settings, as described in the following table.


These values can be changed when scheduling a specific
conference. The body of the e-mail is inserted when the
corresponding conference is scheduled.
3 Click Show Preview to see what the e-mail will look like when the
template is applied (optional).
4 Click Submit.

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Table 4: Confirmation E-mail Settings


Field Description

The sender's e-mail address defined in the first step of


the Install Wizard.This field cannot be edited; it is
view-only.

CC Enter the e-mail address or a list of addresses to


receive a copy of all confirmation e-mails. Separate
addresses with a space. All e-mail addresses must be
entered in full, including their domain (for example,
xxx@yyy.com).

BCC Enter the e-mail address or a list of addresses to


receive a copy of all confirmation e-mails. The system
hides these addresses; they do not appear on the e-
mails. All e-mail addresses must be entered in full,
including their domain (for example, xxx@yyy.com).

Opening Text Enter the header that appears before the fixed part of
the e-mail (the conference details). For example, a
company name or slogan.

Instructions for Enter the information that appears after the


Participants conference details, for example, dialing instructions
and list of TUI commands.

Instructions for Enter information for the chairperson in this field. For
Chairperson example, chairperson TUI commands and other tips
for the chairperson.

Closing Text Enter the information that appears as a footer at the


bottom of the e-mail body.

Time format Select the time format used in the e-mail (24-hour or
AM/PM).

Time Zone Enter the time zone of the ICB Professional in text.
Description The ICB Professional does not check the syntax. For
(optional) example, GMT-5 (EST), Eastern Standard Time, or
New York (GMT-5).

External Access Enter the dailing prefix that callers use to access the
Prefix (optional) system from the public network. Enter this value as
text. For example, (613) 961.

ESN Prefix Enter the prefix that callers use when accessing the
(optional) system by Electronic Switched Network (ESN). For
example, 846.

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Field Description

Toll Free Access Enter the number for toll-free access. Enter this value
(optional) as text. For example, 800-123-1234.

Customizing greetings
Greetings Settings window
Click Customize Greetings in the Console to access the Greetings
Settings window, shown in following figure, from which you can
customize the Brandline greeting and enable a default Conference
greeting.
Example:
y Initial (factory) greeting when entering to the meeting is “Welcome to
the conference call”.
y The administrator recorded a brandline: “Welcome to Telrad
Networks conference call”. This brandline will replace the factory
initial greeting.
y An user scheduled a conference and recorded a custom greeting:
“This is our tech transfer meeting”.
When participants call, they hear “Welcome to Telrad Networks
conference call”.

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Enter your meeting ID then press number sign ... Enter your password
then press number sign... This is our tech transfer meeting, Please say
your name...”.
Figure 16
Greeting Settings window

The Greetings Settings window lists available languages. For each


language, users can replace the factory-made greeting with a
customized greeting in the form of a .WAV file. See Customizing the
Brandline Greeting (page 41).

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Click file requirements to open the File Requirements window. See


following figure which shows the requirements for the .WAV files.
Figure 17
File Requirements window

Customizing the Brandline Greeting


1 Select the appropriate language in the table in the Brandline
Greeting panel of the Greeting Settings window. The table shows
all languages configured for the system.
2 Upload the .WAV file to the ICB Professional.
a Click Browse to locate the file.
b Select the file and click Open.
c Click Upload.
When the upload completes successfully, the .WAV file name
appears in the File list next to the language selected in the table
in the Brandline Greeting panel. See relevant figure in
Greetings Settings window (page 39).
3 Select the desired .WAV file in the File column for that language.
Note 1: A Brandline greeting recorded in the TUI appears in the
file list as TUIBRAND.WAV.

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Note 2: The Customized Brandline Greeting is not replaced by the


per-conference greeting. The per-conference greeting is played
after the customized brandline greeting.

4 Click Submit.

Previewing a Brandline greeting


1 Select a language and a corresponding .WAV file.
2 Click Play.

Deleting a Brandline greeting


Note: The factory default greeting cannot be deleted.
1 Select a language and a corresponding .WAV file.
2 Click Delete.
3 Click Yes in the confirmation dialog box.

Enabling a conference-specific greeting


Follow the steps below to enable users to create conference-specific
greetings.
1 Select Available in the Conference Greeting panel of the Greeting
Settings window. See relevant figure in Greetings Settings
window (page 39).
2 Enter the maximum length of the greeting, from two to ten seconds.
The default is five seconds.
3 Click Submit.

Disallowing a conference-specific greeting


Follow the steps below to prevent users from creating conference-
specific greetings.
1 Select Not Available in the Conference Greeting panel of the
Greeting Settings window. See relevant figure in Greetings
Settings window (page 39).
2 Click Submit.

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Customizing images
Follow the steps below to customize the images in the ICB Professional
title frame and the ICB Professional Login window.
1 Click Customize Company images in the Console.
2 The Company Images window opens, as shown in following figure.
Figure 18
Company Images window

3 To customize the image in the ICB Professional title frame, select


one of the following options in the Title Frame Image panel:
⎯ To use no image, select No Image.
⎯ To replace the image, select Image Name and do the following.
a Click Browse.
b Navigate to the folder that contains the file to be uploaded.
c Select the file, and click Open.
Maximum image size is 124 pixels wide by 40 pixels high. ICB
Professional does not check image size. You must verify the
correct size.
The image must be in GIF format.
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If a customer image is not supplied, the customer's logo on the


home page remains blank.
d Click Upload to upload the file to the ICB Professional system.
The file name appears in the box next to Image name.
e Click Submit to activate the image. The new image becomes the
customer logo. The previous image is saved in the system and
can be accessed if required.
If Reset is clicked instead of Submit, the system discards the
new image.
4 To customize the image in the ICB Professional Login window,
select one of the following options in the Login Page Image panel:
⎯ To use the default image, select ICB Professional built-in
image.
⎯ To replace the image, select Image Name and do the following:
a Click Browse.
b Navigate to the folder that contains the file to be uploaded.
c Select the file and click Open.
Maximum image size is 687 pixels wide by 419 pixels high. ICB
Professional does not check image size. You must verify the
correct size.
The image must be in GIF format.
d Click Upload to upload the file to the ICB Professional system.
The file name appears in the box next to Image name.
e Place the graphic. Select Top Left to place the image in the top
left of the window and leave the background empty. This is the
default location. Select Tiled to duplicate the image as many
times as needed to fill the window.
f Click Submit.

Users Administration
Conference scheduling can be done by registered users only. Users are
configured by the administrator. Up to 5000 users can be configured.
There are 4 types of users:
A Regular, can create and modify their own conferences. A regular
user cannot view or change the conferences of other users.

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B Superuser, can view, create and change any conference scheduled


on the ICB Professional, (except the Always On), for self and other
users.
C Executive user, can create and modify their own conferences. An
executive user can also view any conference scheduled on the ICB
Professional.
D Administrator, can set up the ICB Professional system, add one or
more users (including super users), delete one or more users, and
define an Always On Conference.

User Groups
Click View the User Groups on the Console to open the User Groups
window, shown in following figure. This optional feature allows
partitioning of ICB Professional system resources (ports) to several user
groups.
Figure 19
User Groups window

Adding a new user group


1 Click New User group in the User Groups window. See Table in
Users List (page 47).

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The New User Group window opens, as shown in following figure.


Figure 20
User Groups - New User Group window

2 Enter Group name in the field and specify number of ports for the
group.
3 User Groups - This optional feature allows partitioning of ICB
Professional system resources (ports) to several user groups. Each
group has a number of ports guaranteed for their own use. Ports that
are not allocated to any group are shared between all users. Initially
only one group exists - System Group. This is a special group with
0 ports, hard coded. In a trivial system with no user groups, all users
belong in this group. A simple example: a system with total of 60
ports. It has the following groups:
⎯ System group: 0 ports
⎯ Group A: 10 ports
⎯ Group B: 20 ports
This leaves 30 not allocated ports: 60 - (10+20) Users of group A
may use up to 40 ports, but only 10 are guaranteed for the group.
Users of group B may use up to 50 ports, but only 20 are
guaranteed. All other users (in System group) may use up to 30
ports.
For defining a new User Group two parameters are required: name
(free text) and
number of ports to reserve for this group.

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4 Click Submit.

Users list
Click View the User List on the Console to open the User List
window, shown in following figure. This window displays the User List
in alphabetical order, ten users at a time. Click Next 10 or Previous 10
to view additional users.
Figure 21
User List window

The Users List can be searched by Name, User Type, User ID or User
Group.
The following table describes the fields in the main Users screen.
Table 5: User List table columns
Field Description

[check boxes] Select a user by selecting the check box next to the
user's name. Click Delete to delete the user. Click
Reset Password to reset the password to '000000'.

User Name Up to 20 characters of text. The Web Browser treats


the entire name as a string; no distinction is made
between first and last name. The name is a link. Click
the name to open the Edit User window. See Editing
a user (page 48).

User Type The user type: User, Executiveuser, Superuser, or


Administrator.

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Field Description

User Access The interfaces to which the user has access: Web
Browser, Outlook, or Web Browser&Outlook.

User Group This optional feature allows to associate the user to


one of the existing User groups

User ID The login ID for the Web Browser, up to 7 characters.

Telephony ID The TUI Login ID, up to 10 digits.

CLID Calling line ID, the number that is received from the
network or PABX when this user dials to ICB
Professional. For Ad-hoc group call feature CLID must
be defined (to all identification of calling users).

Number of Call- Displays number of personal groups of the specific


out Groups user.

Billing An account number for the user, used by the system


for billing purposes.

E-mail The user's e-mail address for receiving scheduling


confirmation by e-mail. If the field is empty, the user
does not receive scheduling confirmation e-mails.

Dial Out allowed This attributes allows the User to invoke dial out from
ICB Professional. When this feature disabled the
chairperson can't schedule an automatically group dial
out meeting non invoking dial out during a meeting.

Editing a user
1 Click a User Name in the Users window . See Users List (page
47).

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The Edit User Details window opens, as shown in following figure.


This window shows all the properties of the selected user.
Figure 22
Users > Edit User Details window

2 Modify the properties of the user. See table in Users List (page 47).
3 Click Submit.

Adding a user
1 Click New User in the Users window (see figure in Users List
(page 47)) or Add a New User on the Console.

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The New User window opens, as shown in following figure.


Figure 23
Users > New User window

2 Enter the properties of the user. See table in Users List (page 47).
Note: The password for a new user is initially '000000' (six zeros).
Nortel recommends that the user change the password during the
first login session.
3 Do one of the following:
⎯ Click Submit to save the new member and return to the Users
window.
⎯ Click Submit & Add Another to save the new member and clear
the fields to add another member. Repeat step 2.
4 Notify the new user(s) by sending them their username and
password, along with instructions on accessing the User Guide and
other material as appropriate.

Searching for a user


1 Click Search for User in the Users window, or click Search for a
user on the Console.

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The Search for a User window opens, as shown in following figure.


This window displays a subset of users based on entered criteria.
Figure 24
Users > Search for a User window

2 Select a Search by field to specify the field to search.


Note: For the Name option, the whole name is treated as one
string. No distinction is made between the first and last name.

3 Enter the search criteria in the Find letters field.


All values that begin with this string are returned. The search is not
case-sensitive. For example, assume the Name field is to be
searched and the letter to find is “k”. The system displays all names
that begin with “k” and “K”.
4 Click Back to Users to return to the Users window.

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Configuring Always on conferences


Always on Conferences window
Click View the Always on Conf. List in the Console to open the
Always on Conferences window, shown in following figure.
Figure 25
Always on Conferences window

The Conference List table shows a list of Always on conferences in the


system. Because an Always on conference is always active, the
Control icon (joystick) appears for all conferences.
The controls and fields in this window are described in following table.
Table 6: Components of Conferences window
Component Description

New Conference Click to set up a new Always On conference.

Call Out Groups Click to define or edit system Group call.

Change Click to change a password.


password

Conference title Subject text of the conference. This field can be empty.

Number of Number of ports reserved for this conference.


Conferees

Meeting ID Meeting ID of the Conference for users.

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Component Description

Chairperson Meeting ID of the Conference for Chairperson.


Meeting ID

Owner Name of the person who owns the conference. This is


a read only field

Details / Edit Click the Details / Edit icon (a paper and pencil) to
open a window for editing the conference. The window
opens with the selected item's parameters. Super
users cannot edit; they can only view or control a
permanent conference.

Delete Click the Delete icon (an X) to delete the conference.


When clicked, a confirmation dialog box opens. If the
conference is active, the following additional line
appears before the confirm delete statement:
“Warning! This conference is active.” Super users
cannot edit an Always On conference; they can only
view or control a permanent conference.

Control Click the Control icon (a joystick) to open the


Conference Call Manager window. If admin icon
disappears stating that it is used by some other user
(super or administrator).

Follow the steps below to schedule a new Always on conference or edit


an existing one.

Scheduling or editing a Always on conference


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Do one of the following:
⎯ To schedule a new Always on conference, click Add a New
Always on Conf. on the Console.
The New Always on Conference window opens. See following
figure.
⎯ To edit an existing Always on conference:
a Select View the Always on Conf. List on the Console.
b Click the Edit icon (a pencil) for the conference to be modified.
An Edit Always on Conference window opens, similar to that
shown in following figure, displaying the current parameters of
the selected conference.

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The New Always on Conference and Edit Always on


Conference windows are identical, except for the title.
Figure 26
New/Edit Always on Conference window

3 Configure the parameters in the General section:


a In the Subject field, enter up to 120 characters of text that
describes the purpose of the conference (optional). The default is
empty.
b In the Description field, enter addition text that describes the
purpose of the conference (optional). By default, this field is
empty.

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c In the Number of conferees field, enter the number of ports


reserved for the conference, including chairperson ports. The
application ensures that the total number of reserved ports for the
time period does not exceed system capacity. The system
performs validation after submission. Valid values are 3 to 60;
the default is 4.
d In the Owner ID field, enter the User ID of a conferee, to be used
for billing reports and logs. Any user on the system can be
defined as the owner. However, the owner cannot modify or
delete the conference unless the owner is also the administrator.
The field defaults to the User ID of the administrator defining the
Always on conference.
4 Configure passwords in the Passwords section (optional).
a To create a password for participants to use to join the
conference, select one of the following options from the User
Password field:
• No password
• Automatically assigned password - The system
automatically generates the password. The length of the
password is configured by the administrator and can be from
4 to 8 digits.
• Choose a password - Enter a 4- to 8-digit password in this
field. The password is shown in the window as it is entered.
The system does not check the password for uniqueness.
Different conferences can use the same password.
• Requires a PIN for authentication - This option provide
expanded security level by requiring unique password per
user. All users invited to the conference must have a valid
Personal Identification Number (PIN). The PIN is composed of
the user Telephony ID *, followed by user login password #.
b To create a password to authenticate the chairperson, select one
of the following options from the Chairperson Password field:
• No password
• Automatically assigned password - The system
automatically generates the password. The length of the
password is configured by the administrator and can be from
4 to 8 digits.

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• Choose a password - Enter a 4- to 8-digit password in this


field. The password is shown in the window as it is entered.
The system does not check the password for uniqueness.
Different conferences can use the same password.
• Requires a PIN for authentication - This option provide
expanded security level. The Personal Identification Number
(PIN) is composed of the Chairperson Telephony ID *,
followed by Chairperson login password #.
5 Configure Group Call Out Options (optional).
a Select Emergency Conference to define an emergency
conference with an associated call group. It is identical to
“Automatic group call out” option in scheduled conferences. The
system invokes group call out to the specified group when the
conference starts (is configured) or when the chairperson dials in,
as you specify. In the first option, groupcall is re-invoked
automatically after system restart.
6 Configure General Options in the General Options section
(optional).
a In the Indication for entry and exit field, define how the system
indicates the entry or exit of a participant. Select one of the
following:
• Play name on entry and name on exit (the default)
• Play name on entry and tone on exit
• Play tone on entry and tone on exit
• Silence (no indication for entry or exit)
b In the Language field, select the language the system uses for
voice prompts. The pull-down menu offers the languages
available in the system. The default is the ICB Professional
system's default language. The selected language takes effect
after the caller enters the meeting ID and password. Before that,
the system uses the default language.
c Select Keep one port for the chairperson to reserve a port for
the chairperson. If this option is not selected, the system makes
ports available on a first-come, first-serve basis. In this case, if all
the ports are in use when the chairperson tries to join the
conference, the system does not allow the chairperson to enter
the conference.
7 Select Set Conference to save the conference.

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After the conference details are saved, the Conference Details


window opens. See following figure. This window displays
conference details and options in the same layout as the New/Edit
Always on Conferences window.
Use the Conference reference number, shown in the General
Options section, when recording a conference-specific greeting.
See Recording a conference-specific greeting (page 92).
Figure 27
Conference Details window

8 Click OK to return to the Conference List window, or Edit


Conference to make any changes to the conference.

System Upgrade
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Upgrade the System in the Upgrades Console.

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The System Upgrade window opens. See following figure.


Figure 28
System Upgrade window

3 Select a value in the Number of ports drop-down list.


4 In the Features field, select one of the following options:
⎯ Advanced if the ports will be accessible by MS Outlook
⎯ Basic if the ports will not be accessible by MS Outlook
5 In the Keycode fields, is a password of 24 numbers in 3 groups of 8
digits. The security device supports key codes with the ability to sell
the product with minimum 42 ports and increase the number of ports
to 50 or 60.
6 Click Submit.

Software Upgrade
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Upgrade the Software in the Upgrades Console.
The Software Upgrade window opens. See following figure.
3 The software upgrade file should be a ZIP file with the name:
upgrade.zip.

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4 In Upload mode, the Software upgrade is performed through the


LAN via HTTP protocol from the local P.C. by browsing the file
through the Web Browser screen.
Figure 29
Software Upgrade window

5 Select the source of the new Software version. If the source is an


FTP server, specify the IP address, path, login user name, and
password.
6 Click Upgrade & Restart.
After upgrading the Software, you must publish the new upgraded ICB
Professional Outlook form that comes with the firmware. See
Upgrading the ICB Professional form (page 86).

Configuring call-out groups


These are lists of A call-out group is a list of phone numbers, identified
by a 2-digit group ID. When group call-out is invoked in a conference,
ICB Professional originates simultaneous calls to the list members and
joins them in the conference.
There are two ways to invoke group call-out:
y Chairperson command while in conference.
y Automatic group call when the conference starts or chairperson dials
in. This option is available when the conference is scheduled.

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There are two types of call-out groups:


y System groups, created and managed by the administrator. They
can be referred by all users. Their group ID range is 01 to 64.
y Personal groups, created and managed by each user individually.
A user can't view or refer to personal groups of another user. Their
group ID range is 65 to 99.
The total number of personal groups in the system is up to 1000. Each
Group can be configured with up to 60 entries. From the console you
can create and manage system groups.

Call-Out Groups window


Click View the Group List on the Console to open the Call-Out
Groups window, shown in following figure. Use this window to view a
list of Call-Out Groups and to add a new Call-Out Group.
Figure 30
Call-Out Groups window

The Call-Out Groups window displays a list of groups, sorted by group


number. The following table describes the fields in the list.
Table 7: Call-Out Group List fields
Field Description

[check boxes] Select a check box next to a group to select the group.
Click Delete to delete the group.

Group # The number that identifies the group. The chairperson


uses this number when calling a group from the TUI.
Valid entries are 1 to 64.

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Field Description

Group Name Up to 20 characters of text that describes the group.


The name displayed is a link. Click the name to open
the Group Details window. See figure in viewing
group details (page 63) for the group.

Members The number of members in the group.

Viewing group details


Click a Group Name in the Groups List window to open the Group
Details window, shown in following figure. The Group Details window
displays group members and properties. Click Next 10 or Previous 10
to view additional group members.
Figure 31
Group Details window

The following figure describes the columns in the table in the Group
Members section.
Table 8: Group Members table columns
Field Description

[check boxes] Click to select a group.


y Click Delete to delete the group member(s).
y Click Add Members to add a member to the group.
See Adding members to an existing group
(page 63).

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Field Description

Number The telephone number of this member. The system


dials this number when a chairperson calls this group.
The number displayed is also a link. Click the number
to open the Edit Member window and edit the group
member.
Note: The telephone numbers are dialed in their order
of appearance on the list. If there are not enough free
ports, only as many numbers are dialed as there are
free ports.
Confirmation Select how the ICB Professional system is to confirm
that the called party answered from the drop down list.
Valid options are:
y No - no confirmation When the called party
answers, they hear a welcome announcement and
the ICB Professional system immediately places
them in the conference.
y Note: The ICB Professional system even places an
answering machine in the conference.
y Star The ICB Professional system requests the
called party to enter a star (*) for confirmation,
before joining the conference.
y Password The ICB Professional system requests
the called party to enter the password, or PIN, as
defined for this conference.
y Note: This attribute is defined for each member
individually.

The right side of the window displays the group's properties for out-
calling retries. These settings apply only to members with the
Confirmation option activated. The following table describes these
settings.
Table 9: Group Settings Retry parameters
Field Description

Wait time for The number of seconds to wait for the called party to
answer answer when calling numbers in this group. An answer
here refers to the asterisk (*) pressed on the DTMF
keypad. The time is measured from call origination, so
it includes the dialing and ringing stages. Valid entries
are 15 to 90 seconds. The default is 30 seconds.

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Field Description

Number of call The number of times to try each number in case of


attempts failure. A value of 1 means only 1 attempt with no
retries. Valid entries are 1 to 3. The default is 1.

Time interval The number of seconds the system waits before


between attempts retrying the same number. Valid entries are 5 to 30
seconds. The default is 10 seconds.

Modifying group settings


Follow the steps below to modify the settings for an existing call-out
group.
1 In the Group Details window, select a call-out group number and
click Modify to modify the settings for the group.
The Modify Group Settings window opens. See following figure.
The fields match those listed in the tables in Viewing group details
(page 61).
Figure 32
Modify Group Settings window

2 Modify the settings as described in tables in Viewing group details


(page 61).
3 Click Submit.

Adding members to an existing group


1 Click a Group Name in the Call-Out Groups window. See figure in
Call-Out Groups window (page 60).
The Group Details window opens. See figure in Viewing group
details (page 61).

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2 Click Add Members.


The Add Members window opens. See following figure.
Figure 33
Add Members window

3 For each new member:


a Enter a telephone number for each member you want to add.
b Enter the name for each member you want to add (Optional).
c Select the corresponding drop box to set the Confirmation
option.
d Click Submit & Add Rows, as necessary, to save the new
members and add additional empty rows in which to continue
adding more members.
4 Click Submit to save the new member(s).

Editing a member
1 Click a Group Name in the Call-Out Groups window. See figure in
Call-Out Groups window (page 60).
The Group Details window opens. See Viewing group details
(page 61).
2 Select Modify in the Group Details window.

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The Edit Members window opens. See following figure.


Figure 34
Edit Members window

3 In the Edit Member window, do one or both of the following actions.


⎯ Edit the number or the name directly in the text box.
⎯ Select Confirmation by Called Party to change this option.
4 Click Submit.

Adding a new group


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Add a New Call Out Group in the Console.

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The New Group Details window opens, as shown in following


figure. This window has the same layout and fields as the Group
Details window. See figure and tables in Viewing group details
(page 61). The Group Number drop-down list shows only available
numbers (numbers not used by other groups).
Figure 35
New Group Details window

3 In the Group Settings section, enter the group name and retry
parameters for the new group.
4 In the Group Members section, add each member of the group as
follows:
a Enter the telephone number of the member.
b Enter the name for each member you want to add (Optional).
c Select the corresponding check box to set the Confirmation
option.
5 Do one of the following:
⎯ Click Submit & Add Rows to save the new group and its
members and to add additional empty rows in which to continue
adding members.
⎯ Click Submit to save the new group and its members.

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Browser User Interface 67

Generating reports
Click View a Report in the Console to open the Report Viewer
window shown in following figure. The report can be displayed on the
screen or downloaded to a computer.
Figure 36
Report Viewer window

Note: The Select DN field appears only when Meetings Log is


selected in the Report Type field.

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68 Browser User Interface

Five types of reports can be generated, as follows:


1 Meetings Log - This reports shows conference call events in
chronological order. It includes conference opening and closure,
entry and exit of participants, and features operation by chairperson.
Reports screen allows filtering of the information for a specific
Meeting ID pair, or see all the data. The file format, when loaded to
the computer: structured text records with fixed length (1024
characters), padded with trailing spaces. First record is binary data.
see following figure.
Figure 37
Example - Error report

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Browser User Interface 69

2 Error - This report shows all the error messages issued on the serial
port on the selected day. The file format is simple text, see following
figure.
Figure 38
Example - Overbooking report

3 Over-booking - This report presents information of ports usage.


With this information the administrator can see if he needs to add
ports, or can define overbooking, what are the peek hours, etc. see
following figure The report shows one page (file) per day. For each
hour of day it shows two numbers:
y Maximum ports actually used in this hour

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70 Browser User Interface

y Overbooking duration
Figure 39
Example - Billing report

1 Billing - This report provides information for billing purposes, usually


to be processed by external billing tools. A file per day is generated.
The file can be viewed in the “reports” screen or retrieved to the
computer, as any other report. The file format is comma-separated
values (CSV), readable by MS-Excel and database applications.
Each record in the billing report comprises several fields separated
by commas. Some fields are present only for specific events, in
other events they're empty. The fields are:
a Time stamp month (1-12)
b Time stamp day (1-31)
c Time stamp year (2007...)
d Time stamp hours (00-23)
e Time stamp minutes (00-59)
f Time stamp seconds (00-59)
g Event:
• Meeting Booked

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Browser User Interface 71

• Meeting Modified
• Meeting Start
• Active Meeting Modified
• Meeting cancelled before it has started
• Active meeting cancelled (after it has been started).
• Meeting time has ended.
• System Restart
• Dial-in call start
• Dial-in call end
• Dial-out call start
• Dial-out call connect (answer)
• Dial-out call busy
• Dial-out call failure (overflow tone)
• Dial-out call end
h System ID
i Meeting ID (meeting access number)
j Billing account
k Owner ID
l Date (of the meeting)
m start time hours (of the meeting) (00-23)
n start time minutes (00-59)
o start time seconds (00-59)
p Duration hours (01-12)
q Duration minutes (00-59)
Note: For an always-on conference the date, start time, and
duration fields are irrelevant and are therefore always set to
zero.
r Booked ports
s Used ports - meaning depends on event:
• “Meeting time has ended” event: maximum ports actually
occupied by conference

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72 Browser User Interface

• Dial in/out events: port used for the call (this field allows
association of different records of the same call)
In other events the field is empty.
t Subject/Phone number - meaning depends on event:
• “Meeting booked” event - meeting subject
• Dial in event: Calling Line ID
• Dial out event: called number
The first record in the file is for the date, second record is for the
field names, and all other records are for the events. See following
figure.
Figure 40
Example - Short Connection report

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Browser User Interface 73

2 Short Connection - This report displays information of short calls.


Short calls may indicate a problem: callers disconnect immediately
because they don't reach the expected service. If the report shows
an unreasonable amount of short calls, the problem should be
diagnosed. The duration threshold of a “short call” is 10 seconds. It
can be modified by the Command Line Interface. This report is not
per day; it shows current day count, and total since last reset of
counters. The counters are per port. The administrator can reset all
counters to zero by the button Reset Counters. See following
figure.
Figure 41
Example - Short Connection report

Display a Report
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click View a Report in the Console.
The Report Viewer window opens. See relevant figure in
Generating Reports (page 67).
3 Select the Report Type to be generated.
4 If generating a Meetings Log, select a DN pair in the Select DN field.
5 Generate the report:
Nortel Integrated Conference Bridge Professional Administrator Guide
74 Browser User Interface

a To display the report on the screen, select the time frame by


doing one of the following:
• Select a date and click Display
• Click Previous day or Next day
b To download the report (optional):
1. Select a date.
2. Click Download.
3. Save the report to a local file.

Backing up data
Configuring a scheduled backup
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Define Scheduled Backup in the Console.
The Scheduled Backup window opens. See following figure.
The Scheduled Database Backup feature provides an automatic
daily routine for backup of customer data. The customer determines
what parts of the database will be backed up, when, and to what
destination.

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Browser User Interface 75

In addition to the automatic routine, an immediate backup can be


manually activated anytime by the administrator, if necessary (e.g.
after entering a large amount of data).
Figure 42
Scheduled Backup window

3 Select an interval and date in the Schedule section.


4 Select a destination for the backup files in the Destination section. If
you are sending the files to an FTP server, enter the IP address,
Path to file, Login, and Password information for the remote
server.
5 If you choose the option ZIP file sent by e-mail to admin address,
be sure to define the administrators e-mail address.
6 Select the type of data to be backed up in the Contents section.
This can be any combination of Data, Voice, and Reports.
7 Click Submit.

Configuring a Billing Scheduled Backup


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Define Billing Scheduled Backup on the Console.

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76 Browser User Interface

The Scheduled Backup window opens. See following figure.


Figure 43
Billing Scheduled Backup window

3 Select an interval and date in the Schedule section.


4 Select a destination for the backup files in the Destination section. If
you are sending the files to an FTP server, enter the IP address,
Path to file, Login, and Password information for the remote
server.
5 Click Submit.

Executing a manual backup


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Execute Manual Backup in the Console.

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Browser User Interface 77

The Manual Backup window opens. See following figure.


Figure 44
Manual Backup window

3 Select a destination for the backup files in the Destination section. If


you are sending the files to an FTP server, enter the IP address,
Path to file, Login, and Password information for the remote
server.
4 Select the type of data to be backed up in the Contents section.
This can be any combination of Data, Voice, and Reports.
5 Click Do Backup.

Viewing backup history log


Select View Backup History Log on the Console to view a log file of
past backup sessions. The report is displayed on the screen and cannot
be edited.
The backup process prints messages to the CLI screen which can be
viewed while the process is running, accessing the CLI via RS232 or
Telnet.
In addition two files contain information about the process progress.
The first is BACKUP.LOG in the directory USER, which contains one
line for each of the last backups and restores (up to 20). Each line has a
time stamp and states whether it was a manual or scheduled backup, to

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78 Browser User Interface

disk or e-mail, or whether it was a restore (from which source) and


whether it succeeded or failed.
The second is LASTBKP.LOG, in directory OAM/LOG, which is a more
detailed report and contains a lot of the information displayed on the
CLI while the process was running. This file is kept with the backed up
database, i.e. it is sent in the e-mail with the ZIP file if the backup is an
e-mailed one, and kept on the disk.
As is always true, if something went wrong with the process more
information about the failure will be found in the software error file of the
appropriate day.
The BACKUP.LOG file and LASTBKP.LOG file can be viewed from the
Web Browser. The LASTBKP.LOG file can also be viewed in the
received e-mail.

Viewing last backup details


Select View last backup details on the Console to view the details of
the last backup attempt, either scheduled or manual. The report is
displayed on the screen and cannot be edited.

Restoring data
Executing a Manual Restore
1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Execute Manual Restore in the Console.
The Manual Restore window opens. See the following .
The manual restore can be done remotely from the Web Browser. Two
modes are supported: Restore from FTP server and Upload directly
from the administrator computer. The backup file name must be
restore.zip.
1 In Upload mode, the backup file restore is performed through the
LAN via HTTP protocol from the local P.C. by browsing the backup
file through the Web Browser screen.
2 In FTP mode, the backup file restore is performed through the LAN
from a remote FTP Server (specified by the administrator in the Web
interface).

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Browser User Interface 79

During the restore process the ICB Professional system 'disables' itself
and does not answer calls, nor does it accept database changes from
the Web Browser.
Figure 45
Manual Restore window

Executing a Last Restore Details


1 Log in to the Web Browser. See Accessing the Web Browser
(page 17).
2 Click Execute Last Restore Details in the Console.
After restore operation the administrator can see details of the
process in the screen Last Restore Details. The information is
intended for technical staff.

Using the Command Line Interface (CLI)


Click CLI on the Console title frame to open the Command Line
Interface window. See following figure. The CLI can be used to
manage system administration, maintenance, and security. For more
information about CLI login and CLI commands, refer to the ICB
Professional Installation Guide.

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80 Browser User Interface

Note: The CLI is also accessible from a TTY terminal, or a PC


emulating a terminal, connected to the ICB Professional system. For
more information, refer to ICB Professional Installation Guide.
Figure 46
Command Line Interface window

Standard 01.01 June 2007


81

Microsoft Outlook User Interface


Overview
Nortel Integrated Conference Bridge Professional (ICB Professional)
integrates Microsoft Outlook Calendar's Appointment and Meeting
functionality to enable users to schedule ICB Professional conferences
with Microsoft Outlook.
Note: The Microsoft Outlook Calendar shows only conferences
scheduled and modified in the Microsoft Outlook ICB Professional
scheduling interface. It does not show new conferences scheduled or
modified directly in the Browser User Interface (Web Browser) or
Telephone User Interface (TUI).

System requirements
The Microsoft Outlook User Interface requires the following versions of
Microsoft Outlook and Microsoft Exchange:
y Microsoft Outlook version 2000 or later
y Microsoft Exchange version 5.5 or later
Contact your system administrator for instructions on upgrading your
system.

Microsoft Outlook settings


ICB Professional conferences are configurable in 15-minute increments,
and start and end on the quarter-hours (:00, :15, :30, and :45). To take
full advantage of these capabilities, Nortel recommends that you
configure your Microsoft Outlook Calendar with 15-minute increments,
following the steps below.
Steps
1 Open Microsoft Outlook.

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82 Microsoft Outlook User Interface

2 Click Calendar in the Folder List.


3 If your Calendar view is set to Week or Month, click Day in the Tool
bar to display the time scale on the left of the Calendar.
4 Right-click in the time scale on the left of the Calendar.
5 Choose 15 Minutes.
The time scale now displays in 15-minute increments.

ICB Professional form


Audio-conference details are added to a Microsoft Outlook meeting or
appointment using an ICB Professional form. This form appears as the
ICB Professional tab in the Appointment Window in Microsoft Outlook.
See following figure.
Figure 47
ICB Professional form

ICB Professional files


The ICB Professional form is based on the following ICB Professional
files:
y form file required for all ICB Professional applications - ICBP.oft

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Microsoft Outlook User Interface 83

y language files, one or more required for each ICB Professional


application:
⎯ ICBPsjc.oft - for the Japanese and Chinese languages
⎯ ICBPsk.oft - for the Korean language
⎯ ICBPsr.oft - for the Russian language
⎯ ICBPsh.oft - for the Hebrew language
⎯ ICBPs.oft - for all other supported languages

Getting started
To use the ICB Professional form for the first time, go to “Publishing the
ICB Professional files” below.
To upgrade the ICB Professional form, go to Upgrading the ICB
Professional form (page 86).

Publishing the ICB Professional files


ICB Professional files must be published in Microsoft Outlook before
ICB Professional users can access and use the ICB Professional form
to schedule ICB Professional conferences.
Nortel recommends that the Microsoft Outlook administrator publish the
ICB Professional files in the Organizational Forms Library. If the ICB
Professional files are not published by the Microsoft Outlook
Administrator, users themselves must publish the ICB Professional files
in the Personal Forms Library. Refer to Nortel Integrated Conference
Bridge Professional User Guide.
When publishing upgraded files, be sure to remove the older versions
from the library. Use the steps in Removing ICB Professional files
from the Organizational Forms Library (page 87).
Note 1: Do not perform this procedure if the ICB Professional files
have already been published by the Microsoft Outlook administrator.
Note 2: These instructions are specific to Microsoft Outlook 2003.
Note 3: Now double click on one of the secondary forms according
the supported languages by MS Outlook in the organization. In the
following example English secondary form is used.
Note 4: The Forms names are case sensitive. They must be written
as described below.
1 For each language file (ICBPs.oft, ICBPsh.oft, etc) you are
publishing:.

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84 Microsoft Outlook User Interface

a Double-click on ICBPs.oft. (Now the Select Folder window


opens)
b Click No if asked whether to Enable macros.
c Click OK in the Select Folder window. (Now the Calendar
window opens)
d Choose Tools > Forms > Publish Form As. (Now the Form As
window opens)
e Select Organizational Forms Library in the Look In field,
publish form opens as in following figure.
f Enter a Display name and Form name as follows:
• If you are publishing ICBPs.oft, enter ICBPs”
• If you are publishing ICBPsjc.oft, enter ICBPsjc.
• If you are publishing ICBPsr.oft, enter ICBPsr.
• If you are publishing ICBPsh.oft, enter ICBPsh.
• If you are publishing ICBPsk.oft, enter ICBPsk.
g Click Publish. Click Yes if asked whether to replace an existing
form

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Microsoft Outlook User Interface 85

2 Close the Calendar window. Do not save the appointment


Figure 48
Publish Form As window

3 Publish the ICB Professional form file ICBP.oft.


a Go to the folder where the ICB Professional files are located.
b Double-click ICBP.oft.
Note: Click No if asked to Enable macros.
The Calendar window opens.
c Choose Tools > Forms > Publish Form As.
The Publish Form As window opens. See previous figure.
d Select Organizational Forms Library in the Look In field.
e Enter a Display name and Form name, such as ICBP.
f Click Publish.
Note: Click Yes if asked to replace an existing form.
g Close the Calendar window. Do not save the appointment.

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86 Microsoft Outlook User Interface

Refer to Nortel Integrated Conference Bridge Professional User Guide


for directions on installing and using the ICB Professional form with
individual Microsoft Outlook accounts.

Upgrading the ICB Professional form


Each upgrade of ICB Professional firmware (see Software Upgrade
(page 58)) comes with upgraded ICB Professional files, which must be
retrieved and published.
Steps
1 Retrieve the upgraded ICB Professional files. Follow the steps in
Obtaining the upgraded ICB Professional files.
2 Remove older versions from the library. Follow the steps in
Removing ICB Professional files from the Organizational Forms
Library (page 87).
3 Publish the new upgraded forms. Follow the steps in Publishing the
ICB Professional files (page 83).
4 Clear the Microsoft Outlook forms cache. Follow the steps in
Clearing the Microsoft Outlook forms cache (page 87).
Users can now install the new form as their default form. See Nortel
Integrated Conference Bridge Professional User Guide.

Obtaining the upgraded ICB Professional files


1 Go to the folder where the ICB Professional files are stored.
2 Delete all .OFT files except ICBP.oft, ICBPs.oft, ICBPsjc.oft,
ICBPsh.oft, ICBPsr.oft and ICBPsk.oft.
3 Rename any existing ICB Professional form files, using names such
as “ICBP_old.oft”, “ICBPs_old.oft”, “ICBPsjc_old.oft”, and “ICBPsk-
old.oft”.
Note: Nortel recommends that customers keep only one previous
version of the ICB Professional files.

4 FTP to your ICB Professional system, and log in using the following
username and password:
Username: conferencing
Password: admin
5 Copy the ICBP.oft, ICBPs.oft, ICBPsjc.oft, ICBPsh.oft, ICBPsr.oft
and ICBPsk.oft files from the OUTLOOK directory.

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Microsoft Outlook User Interface 87

Removing ICB Professional files from the Organizational FormsLibrary


When searching for published ICB Professional files, Microsoft Outlook
searches first in the Personal Forms Library, then in the Organizational
Forms Library. If there are upgraded ICB Professional files in the
Organizational Forms Library, and older versions in the Personal Forms
Library, the new upgraded ICB Professional files will never be used.
Follow the steps below to remove previously published ICB
Professional files from the Organizational Forms Library.
Steps
1 Open Microsoft Outlook.
2 Right-click Calendar in the Folder List.
3 Choose Properties.
The Calendar Properties window opens.
4 Select the Forms tab.
5 Click Manage....
The Forms Manager window opens.
6 Select the ICB Professional form(s) to be deleted from the list in the
panel on the left side of the window.
7 Click Delete.
8 Click Yes in the confirmation dialog box.
9 Click Close to close the Forms Manager window.
10 Click OK to close the Calendar Properties window.
Refer to Nortel Integrated Conference Bridge Professional User Guide
for instructions on removing ICB Professional files from the Personal
Forms Library.

Clearing the Microsoft Outlook forms cache


1 Open Microsoft Outlook.
2 Choose Tools > Options.
The Options window opens.
3 Select the Other tab.
4 Click Advanced Options.
The Advanced Options window opens.
5 Click Custom Forms.

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88 Microsoft Outlook User Interface

The Options window opens.


6 Click Manage Forms.
The Forms Manager window opens.
7 Click Clear Cache.
If no Clear Cache button is available, you must delete the forms
cache file manually, following the steps in Deleting the forms cache
file manually.
8 Click Close to close the Forms Manager window.
9 Click OK to close the Options window.
10 Click OK to close the Advanced Options window.
11 Click OK to close the Options window.

Deleting the forms cache file manually


Some versions of Microsoft Outlook 2000 may not have a Clear Cache
button. In this case, you must delete the forms cache file manually,
following the steps below.
1 Close Microsoft Outlook.
2 Go to the folder where the forms cache file is located.
⎯ If you are using User Profiles, go to
C:\Windows\Profiles\<username>\Local Settings\
Application Data\Microsoft\Forms
⎯ If you are not using User Profiles, go to
C:\Windows\Local Settings\Application Data\Microsoft\Forms
3 Delete the file Frmcache.dat.

ICB Professional form errors


When scheduling a new conference, you may receive one of the
following error messages:
y ICB Professional Outlook form not found
y ICB Professional Outlook forms versions mismatch
To fix the problem:
y Clear the Microsoft Outlook forms cache by following the steps in
Clearing the Microsoft Outlook forms cache (page 87).

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Microsoft Outlook User Interface 89

y Check that the files were published correctly and publish the forms
again, if necessary.
⎯ If you published the forms yourself, refer to Publishing the ICB
Professional files (page 83).
⎯ If the Microsoft Administrator published the forms, consult him or
her.

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91

Telephone User Interface


Overview
The Nortel Integrated Conference Bridge Professional provides a Dual-
Tone Multi-Frequency (DTMF), menu-driven Telephone User Interface
(TUI). The TUI enables the chairperson and conferees to initiate
commands during an active conference (for example, to mute a caller).

Configuring the TUI


In ICB Professional, define a new DN for the TUI scheduler through the
Web Browser Install Wizard. See Configuring Access Numbers (page
24) for more information.
Use the Web Browser to define a TUI User Name for each user. See
Users Administration (page 44) for more information.
Users dial this unique DN to access the TUI service, then schedule a
conference or record a greeting by following the voice menu's
instructions.

Recording a brandline greeting


The system plays the brandline greeting before the conference-specific
greeting (recorded by the user for each conference).
Follow the steps below to record a customized brandline greeting using
the TUI.
Steps
1 Dial in to the TUI DN. The system responds with a menu and
provides step-by-step operating instructions. The maximum length of
the greeting is 30 seconds.
2 Record a separate greeting for each language the system uses.

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92 Telephone User Interface

3 The chairperson must activate the brandline greeting from the Web
Browser.

Recording a conference-specific greeting


The administrator can record a conference-specific greeting for a
Always on conference.
The maximum length of a conference-specific greeting is ten seconds.
The system deletes the voice file at the end of the conference, and it
cannot be used for other conferences.
Follow the steps below to configure a conference-specific greeting for a
Always on conference.
Steps
1 Dial the TUI Services DN and log in.
2 Select “Record customer greeting” from the voice menu.
3 At the prompt, enter the reference number of the conference.
When a conference is scheduled using TUI or Web Browser, the
system generates a reference number that uniquely identifies the
conference. The system displays this reference number in the Web
Browser (see relevant figure in Scheduling or editing a Always on
conference (page 53)) and in the confirmation e-mail.
The system repeats the number and prompts the user to confirm it
or reenter it.
4 Confirm or reenter the number.
The system presents a menu for recording the greeting similar to
that used for the brandline greeting.
A recorded greeting can be verified, re-recorded, or deleted later.
Conference details displayed in the Web Browser indicate whether
or not a greeting exists.
A greeting recorded for a conference that is part of a recurrent chain
applies to all occurrences of the chain.

Standard 01.01 June 2007


Nortel Communication Server 1000

Integrated Conference Bridge


Professional
Administrator Guide

Copyright © 2007 Nortel Networks. All Rights Reserved.

The information in this document is subject to change without notice. The


statements, configurations, technical data, and recommendations in this
document are believed to be accurate and reliable, but are presented
without express or implied warranty. Users must take full responsibility
for their applications of any products specified in this document. The
information in this document is proprietary to Nortel Networks. This
equipment has been tested and found to comply with the limits
for a Class A digital device pursuant to Part 15 of the FCC rules, and
the radio interference regulations of Industry Canada. These limits are
designed to provide reasonable protection against harmful interference
when the equipment is operated in a commercial environment. This
equipment generates, uses, and can radiate radio frequency energy,
and if not installed and used in accordance with the instruction manual,
may cause harmful interference to radio communications.
Operation of this equipment in a residential area is likely to cause
harmful interference in which case the user will be required to correct the
interference at their own expense.
Nortel, the Nortel Logo, the Globemark, SL-1, Meridian 1, and Succession are trademarks of Nortel Networks.
To provide feedback or report a problem in this document, go to www.nortel.com/documentfeedback.
Document Release: Standard 01.01
Date: June 2007
Produced in Canada

Internet address
http://www.nortel.com

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