Avaya BCM 4.0 Personal Call Manager User guide

BCM 4.0

Business Communications Manager

Document Status: Standard

Document Version: 04

Part Code: N0027256

Date: June 2006

Personal Call Manager User Guide

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.

Trademarks

Nortel, the Nortel logo, and the Globemark are trademarks of Nortel Networks.

Microsoft, MS, MS-DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation.

All other trademarks and registered trademarks are the property of their respective owners.

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Personal Call Manager User Guide

Task list

To install Personal Call Manager on a BCM running version 4.0 ..................................18

To install Personal Call Manager on a BCM running versions 3.5, 3.6, or 3.7 ..............18

To start Personal Call Manager from the shortcut icon .................................................19

To start Personal Call Manager using the Start button..................................................19

To display the toolbar ....................................................................................................23

To display the Address Book.........................................................................................24

To display the Current Calls ..........................................................................................24

To display the Status bar...............................................................................................26

To choose a line ............................................................................................................27

To access dialing properties:.........................................................................................28

To create a new location ...............................................................................................29

To select a location........................................................................................................30

To delete a location .......................................................................................................30

To select a country ........................................................................................................30

To enter an area code ...................................................................................................31

To set the prefixes that are long distance......................................................................32

To add a prefix that is considered long distance ...........................................................32

To delete a prefix that is considered long distance .......................................................32

To add a prefix that is considered local .........................................................................32

To delete a prefix that is considered local .....................................................................33

To use a calling card .....................................................................................................33

To stop using a calling card ...........................................................................................33

To set up a calling card .................................................................................................34

To add a custom calling card.........................................................................................35

To enter the numbers required to disable call waiting: ..................................................36

To change the outside line access numbers .................................................................37

To define toll prefixes ....................................................................................................37

To make a call using the right mouse button:................................................................38

To make a call using the drag-and-drop feature............................................................39

To call the prime telephone number using the Address Book .......................................39

To place a call ...............................................................................................................39

To place a call using the toolbar....................................................................................41

To redial one of the last ten telephone numbers ...........................................................42

To return a call...............................................................................................................42

To call a number from the Quick Dial list using the Address Book ................................43

To call a number from the Quick Dial list using the PCM task tray or Calls menu ........43

To answer a call using the You Have a New Call dialog box ........................................45

To answer the call from the window ..............................................................................45

To answer a call from the task tray or Calls menu ........................................................45

To display the Notes tab ...............................................................................................46

To put a call on hold using the window..........................................................................46

To put a call on hold using the task tray or Calls menu.................................................46

To answer a held call using the window ........................................................................46

To answer a held call using the task tray or Calls menu ...............................................46

To switch to a different call ............................................................................................47

To transfer a call using the window ...............................................................................48

To transfer a call using the right mouse button .............................................................48

To transfer a call using the task tray or Calls menu ......................................................50

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To transfer a call using the keyboard ............................................................................51

To transfer a call with an announcement using the window ..........................................52

To transfer a call with an announcement using the right mouse button ........................52

To transfer a call with an announcement using the task tray or Calls menu .................52

To create a conference call using the Conference pane ...............................................53

To create a conference call using the Calls pane..........................................................54

To create a conference call using the task tray or Calls menu......................................54

To put the conference calls on hold using the window ..................................................55

To put conference calls on hold using the task tray or Calls menu ...............................55

To restore a held conference call using the window......................................................55

To restore a held conference call using the task tray or Calls menu .............................55

To split a conference call using the window ..................................................................56

To split a conference call using the icons in the window ...............................................56

To split a conference call using the task tray or Calls menu .........................................56

To end a conference call using the release button........................................................57

To end a conference call using the window...................................................................57

To end a conference call using the keyboard................................................................57

To end a conference call using the task tray or Calls menu..........................................57

To end a call using the release button...........................................................................58

To end a call using the window .....................................................................................58

To end a call using the task tray or Calls menu.............................................................58

To end a call using the keyboard...................................................................................58

To turn DND on or off ....................................................................................................59

To call forward your telephone ......................................................................................59

To view the Calls Log ....................................................................................................60

To view the Incoming Calls............................................................................................61

To view the Outgoing Calls............................................................................................61

To update the Calls Log ................................................................................................62

To make a call from the Calls log ..................................................................................62

To print the Calls Log information..................................................................................63

To delete a call from the Calls Log...............................................................................63

To close the Calls Log Window ....................................................................................63

To view the Address Book in large icons.......................................................................65

To view in the Address Book in small icons ..................................................................65

To view in List View .......................................................................................................65

To view in Details View..................................................................................................66

To add a contact using the toolbar ................................................................................66

To add a contact using the right mouse button .............................................................66

To add a contact using the Menu bar ............................................................................67

To add or change the voice announcement for this contact ..........................................70

To add or change the bitmap image..............................................................................71

To remove the image file ...............................................................................................71

To add a caller...............................................................................................................72

To find a contact ............................................................................................................74

To find a contact ............................................................................................................75

To change the properties of a contact using the right mouse button.............................76

To change the properties of a contact using the toolbar ...............................................77

To change the properties of a contact using the Menu bar ...........................................78

To copy a contact using drag-and-drop.........................................................................79

To copy a contact using the toolbar...............................................................................80

To copy a contact using the right mouse button............................................................80

To copy a contact using the Menu bar ..........................................................................80

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Personal Call Manager User Guide

To copy a contact using the right mouse button............................................................81

To copy a contact using the Menu bar ..........................................................................81

To move a contact using drag-and-drop........................................................................81

To move a contact using the toolbar .............................................................................82

To move a contact using the right mouse button...........................................................82

To move a contact using the Menu bar .........................................................................82

To delete a contact using the right mouse button..........................................................83

To delete a contact using the Menu bar ........................................................................83

To delete a contact using the keyboard.........................................................................83

To print a contact list .....................................................................................................83

To print a contact list for all of the contacts in a folder ..................................................84

To print contact details ..................................................................................................84

To create a new folder using the right mouse button ....................................................84

To create a new folder using the toolbar .......................................................................85

To create a new folder using the Menu bar ...................................................................85

To copy a folder.............................................................................................................86

To copy a folder using the right mouse button ..............................................................86

To copy a folder using the toolbar .................................................................................86

To copy a folder using the Menu bar .............................................................................86

To move a folder............................................................................................................87

To move a folder using the toolbar ................................................................................87

To move a folder using the right mouse button .............................................................87

To move a folder using the Menu bar ............................................................................87

To change the name of a folder using the right mouse button ......................................88

To change the name of a folder using the toolbar .........................................................88

To change the name of a folder using the Menu bar.....................................................88

To delete a folder using the right mouse button ............................................................88

To delete a folder using the Menu bar...........................................................................89

To import addresses......................................................................................................89

To export contacts .........................................................................................................91

To access the About Personal Call Manager window ................................................92

To access the Help window ...........................................................................................93

To display the Tip of the Day window ..........................................................................93

To turn the off Tip of the Day.........................................................................................94

To turn the on Tip of the Day.........................................................................................94

To change the Search mode from the Menu bar ...........................................................95

To change the Search mode from the task tray ............................................................95

To change the Startup Option from the Menu bar .........................................................96

To change the Startup Option from the task tray...........................................................96

To change the Dialing Rule Setting from the Menu bar.................................................97

To change the Dialing Rule Setting from the task tray ..................................................97

To change Caller’s Record Display Setting from the Menu bar.....................................98

To change the Dialing Rule Setting from the task tray ..................................................99

To quit Personal Call Manager using the task tray ........................................................99

To quit Personal Call Manager using the window .........................................................99

To remove the Personal Call Manager software .........................................................100

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7

Personal Call Manager User Guide

Contents

Chapter 1

Getting started with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . 11

About Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Symbols and text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

How to get Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Chapter 2

Personal Call Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Before you start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using a handsfree telephone with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . 17

Installing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Starting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Personal Call Manager icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Personal Call Manager task tray icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Personal Call Manager task tray menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Personal Call Manager window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Opening the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Components of the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Displaying the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Closing the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Setting up Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Defining the line used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Changing the dialing properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

I am dialing from . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

I am in this country . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Setting up a calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Adding a custom calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Defining long distance numbers in your area code . . . . . . . . . . . . . . . . . . . . . . . . 37

Placing a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Placing a call using the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Placing a call using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Placing a call using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Redialing a number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Calling from the Quick Dial list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Knowing when someone is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

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Knowing who is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Answering a call using the You Have a New Call dialog box . . . . . . . . . . . . . . . . . . . 44

Accessing the Notes tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Putting a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Multiple calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Switching between calls using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Switching between calls using the task tray and Call menus . . . . . . . . . . . . . . . . 47

Transferring a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Transferring a call without an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Transferring a call with an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Conference calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Creating a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Putting conference calls on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Taking a conference call off hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Splitting a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Ending a conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Ending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Calling features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Do Not Disturb (DND) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Calls Log window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Updating the Calls log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Sorting the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Making a call from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Printing call information from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Deleting calls from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Closing the Calls Log Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

The Tree View of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

List View portion of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Address Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Adding a caller to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Finding a contact in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Slow Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Organizing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Copying a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Printing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Adding Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Displaying the information about Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . 92

Contents 9

Personal Call Manager User Guide

Synchronization with the telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Accessing Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Accessing context-sensitive Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Opening the Help contents window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Accessing the Tip of the Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Personal Call Manager preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Changing the Search preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Changing the Startup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Changing the Dialing Rule Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Changing the Caller’s Record Display Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Quitting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Removing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

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Personal Call Manager User Guide

Chapter 1

Getting started with Personal Call Manager

This section contains information on the following topics:

• “About Personal Call Manager” on page 11

• “Audience” on page 11

• “Acronyms” on page 12

• “Symbols and text conventions” on page 13

• “Related publications” on page 14

• “How to get Help” on page 15

About Personal Call Manager

Business Communications Manager (BCM) Personal Call Manager is a Telephony Application

Programming Interface (TAPI)-based application that provides an easy-to-use interface between

your computer and your telephone. You can use the telephone to speak with a caller. You can

customize your Address Book and your calls. Basic functions that Personal Call Manager

performs include:

• making and answering calls

• putting calls on hold

• transferring calls

• making conference calls

Audience

This guide is intended for users who want to manage their own calls and who have Personal Call

Manager installed on their PC. Your PC must be registered with the BCM server. This guide

assumes that you have the following background:

• working knowledge of the Windows operating system

• some experience with windows-based systems or graphical user interfaces (GUI)

12 Chapter 1 Getting started with Personal Call Manager

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Acronyms

This guide uses the following acronyms:

API Application Programming Interface

CLID Calling Line Identification

CTE Computer Telephony Engine

CTI Computer Telephony Integration

DND Do Not Disturb

ERC Express Routing Code

IP Internet Protocol

O/S Operating System

PCM Personal Call Manager

PIN Personal Identification Number

TAPI Telephony Application Programming Interface

TSP TAPI Service Provider

URL Uniform Resource Locator

Chapter 1 Getting started with Personal Call Manager 13

Personal Call Manager User Guide

Symbols and text conventions

These symbols are used to highlight critical information for the [Product Name (short)] system:

Caution: Alerts you to conditions where you can damage the equipment.

Danger: Alerts you to conditions where you can get an electrical shock.

Warning: Alerts you to conditions where you can cause the system to fail or work

improperly.

Note: A Note alerts you to important information.

Tip: Alerts you to additional information that can help you perform a task.

!

Security note: Indicates a point of system security where a default should be changed,

or where the administrator needs to make a decision about the level of security required

for the system.

Warning: Alerts you to ground yourself with an antistatic grounding

strap before performing the maintenance procedure.

Warning: Alerts you to remove the [Product Name (short)] main unit

and expansion unit power cords from the ac outlet before performing any

maintenance procedure.

14 Chapter 1 Getting started with Personal Call Manager

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These conventions and symbols are used to represent the Business Series Terminal display and

dialpad.

These text conventions are used in this guide to indicate the information described:

Related publications

Related publications are listed below. To locate specific information, you can refer to the

Master Index of BCM 4.0 Library.

BCM 4.0 LAN CTE Configuration Guide (N0060604)

Convention Example Used for

Word in a special font (shown in

the top line of the display)

Pswd:

Command line prompts on display telephones.

Underlined word in capital letters

(shown in the bottom line of a two

line display telephone)

PLAY

Display option. Available on Enterprise Edge 7310

and 7324 telephones

. Press the button directly

below the option on the display to proceed.

£

you press on the to select a particular option.

Convention Description

bold Courier

text

Indicates command names and options and text that you need to enter.

Example: Use the

info command.

Example: Enter

show ip {alerts|routes}.

italic text Indicates book titles

plain Courier

text

Indicates command syntax and system output (for example, prompts

and system messages).

Example:

Set Trap Monitor Filters

FEATURE

HOLD

RELEASE

Indicates that you press the button with the coordinating icon on

whichever set you are using.

separator ( > ) Shows menu paths.

Example: Protocols > IP identifies the IP option on the Protocols

menu.

Chapter 1 Getting started with Personal Call Manager 15

Personal Call Manager User Guide

How to get Help

This section explains how to get help for Nortel products and services.

Getting Help from the Nortel Web site

The best way to get technical support for Nortel products is from the Nortel Technical Support

Web site:

http://www.nortel.com/support

This site provides quick access to software, documentation, bulletins, and tools to address issues

with Nortel products. More specifically, the site enables you to:

• download software, documentation, and product bulletins

• search the Technical Support Web site and the Nortel Knowledge Base for answers to

technical issues

• sign up for automatic notification of new software and documentation for Nortel equipment

• open and manage technical support cases

Getting Help over the phone from a Nortel Solutions Center

If you don’t find the information you require on the Nortel Technical Support Web site, and have a

Nortel support contract, you can also get help over the phone from a Nortel Solutions Center.

In North America, call 1-800-4NORTEL (1-800-466-7835).

Outside North America, go to the following Web site to obtain the phone number for your region:

http://www.nortel.com/callus

Getting Help from a specialist by using an Express Routing Code

To access some Nortel Technical Solutions Centers, you can use an Express Routing Code (ERC)

to quickly route your call to a specialist in your Nortel product or service. To locate the ERC for

your product or service, go to:

http://www.nortel.com/erc

Getting Help through a Nortel distributor or reseller

If you purchased a service contract for your Nortel product from a distributor or authorized

reseller, contact the technical support staff for that distributor or reseller.

16 Chapter 1 Getting started with Personal Call Manager

N0027256

17

Personal Call Manager User Guide

Chapter 2

Personal Call Manager

BCM Personal Call Manager is a TAPI-based application that provides an easy-to-use computer

interface for your telephone.

With Personal Call Manager you can:

• make calls

• redial telephone numbers

• return calls

• answer calls

• put calls on and take calls off hold

• manage multiple calls

• transfer calls

• conference calls

• activate and de-activate Do Not Disturb

• forward calls

Personal Call Manager also has an address book that enables you to store the names, addresses,

and telephone numbers of your contacts on your computer, where they are easy to find and use.

Before you start

You must install the Nortel Local Area Network Computer Telephony Engine (LAN CTE) client

on your computer before you can use Personal Call Manager. Your system administrator must

configure the BCM to provide access for your computer and you must have a LAN CTE seat

license to run Personal Call Manager. Refer to BCM 4.0 LAN CTE Configuration Guide

(N0060604) for instructions on how to install the LAN CTE client.

Using a handsfree telephone with Personal Call Manager

Personal Call Manager is a tool designed to accompany your telephone. Personal Call Manager

provides tools to make processing calls easier, but you must still use your telephone to speak with

the caller. It is recommended that you use a telephone equipped with a handsfree function. When

you use a handsfree telephone, you can perform all of the Personal Call Manager functions without

lifting the telephone handset.

Note: Personal Call Manager provides several ways to perform each task. Although this

document describes all of the possible methods, you only need to use one of the methods

to perform the task.

18 Chapter 2 Personal Call Manager

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Installing Personal Call Manager

Personal Call Manager must be installed on your computer before you can use it. The files

required to install Personal Call Manager are on the BCM base unit. Use one of the following

installation procedures for the appropriate BCM version you are running.

To install Personal Call Manager on a BCM running version 4.0

1 Exit any Windows programs that are running.

2 Start a browser session, and connect to the BCM web page.

To access the BCM web page, enter http://<bcmip>, where <bcmip> is the IP address of your

BCM.

The BCM Login dialog box appears.

3 Enter your username and password, and click OK.

The Welcome to BCM page appears.

4 Click User Applications.

The User Applications page appears.

5 Click Personal Call Manager.

The Personal Call Manager download page appears.

6 Click Download Personal Call Manager.

The File Download dialog box appears.

7 Click Save and save the application to the location from which you want to install it.

8 After the application downloads, double-click the application to launch the installation.

9 Follow the instructions in the installation wizard.

To install Personal Call Manager on a BCM running versions 3.5,

3.6, or 3.7

1 Exit any Windows programs that are running.

2 From the Element Manager front page, click Install Client.

The Client Install Application page appears.

3 Click Personal Call Manager.

The Personal Call Manager page appears.

4 Click Install Personal Call Manager.

A file download window appears.

Chapter 2 Personal Call Manager 19

Personal Call Manager User Guide

5 Select Save this program to disk, and click OK.

The SaveAs dialog box appears.

6 Choose a location to which to save this file and click Save.

The file begins downloading.

7 When the file is finished downloading, double-click the file.

The install application begins.

8 Follow the on-screen instructions.

Starting Personal Call Manager

You can start Personal Call Manager from the shortcut icon on the desktop, or from the Windows

Start button.

To start Personal Call Manager from the shortcut icon

1 Double-click on the Personal Call Manager shortcut icon .

To start Personal Call Manager using the Start button

1 Click the Start button,

2 Follow the Programs>Personal Call Manager>Personal Call Manager menu path.

The Personal Call Manager introduction window appears briefly. The Personal Call Manager icon

is added to the task tray and task bar, and the Personal Call Manager window opens.

Note: The installation files for Personal Call Manager are not deleted by the installation

wizard. These files are stored in a folder named

C:\Program Files\Nortel\ClientInstall\Personnal Call Manager.

You can delete the installation files; they are not needed by Personal Call Manager.

Note: When you install Personal Call Manager, the shortcut icon is installed by default.

20 Chapter 2 Personal Call Manager

N0027256

Personal Call Manager icons

When Personal Call Manager starts up, two icons are added to the screen: the taskbar icon and the

task tray icon. These two icons have different tasks. The taskbar icon opens the Personal Call

Manager window. The task tray icon gives you access to Personal Call Manager functions when

you are using another program. The he following figure shows where these icons are located.

Personal Call Manager task tray icon

The Personal Call Manager icon appears on the right side of the task tray.

When you move the mouse pointer over the Personal Call Manager icon, the number of current

calls is displayed. The number displayed includes active calls, conference calls, and calls on hold.

When you right-click on the Personal Call Manager icon, a menu appears. Use this menu to exit

Personal Call Manager, set Personal Call Manager options, or open the Personal Call Manager

window. The Personal Call Manager window provides access to additional features, such as the

Address Book.

When you click on the Personal Call Manager icon, the task tray menu, appears. From the task tray

menu you can perform most basic call functions, such as making and answering calls, putting calls

on hold, transferring calls, and conferencing calls.

Personal Call Manager task tray menu

The Personal Call Manager task tray menu is divided into two main sections. The lower portion of

the menu contains the following call control options:

• Callers List: lists the telephone numbers of the last ten incoming calls

• Redial List: lists the telephone numbers of the last ten outgoing calls you dialed

• Quick Dials: lists telephone numbers to which you want quick access

• Transfer: allows you to transfer the active call to another telephone

• Manual Dial: allows you to call someone by entering their telephone number on the computer

keyboard

• DND: turns on or off the Do Not Disturb feature

Taskbar icon

Task tray icon

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Avaya BCM 4.0 Personal Call Manager User guide

Avaya BCM 4.0 Personal Call Manager User guide

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