Nortel 1000 Con?guration guide User manual

Nortel Communication Server 1000
Optivity Telephony Manager Desktop
User Guide
Title page

Revision history
3
Revision history
August 2005
Standard 3.00. This document is up-issued to support the Nortel
Communication Server 1000 Release 4.5.
September 2004
Standard 2.00. This document is up-issued for Nortel
Communication Server 1000 Release 4.0.

Revision history
4

Contents
5
Contents
About this document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Using Desktop Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
User Login page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Desktop Services main page layout . . . . . . . . . . . . . . . . . . . . 11
My Profile page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Telephone pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Telephone — General page . . . . . . . . . . . . . . . . . . . . . . . 15
Current configuration/Pending changes . . . . . . . . . . . . . . 16
Telephone Troubleshooting page . . . . . . . . . . . . . . . . . . 22
Telephone — Keys page . . . . . . . . . . . . . . . . . . . . . . . . . 23
IP Phone Key Expansion Module (KEM) . . . . . . . . . . . . . 27
Changing a key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Telephone — Features page . . . . . . . . . . . . . . . . . . . . . . 42
Telephone — Details page . . . . . . . . . . . . . . . . . . . . . . . . 43
Change confirmation pages . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Telephone change procedure . . . . . . . . . . . . . . . . . . . . . . . . . 46
Telecom Billing System web reporting . . . . . . . . . . . . . . . 49
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Accessing TBS web reports . . . . . . . . . . . . . . . . . . . . . . . . . . 49
TBS web reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Filters and configurations . . . . . . . . . . . . . . . . . . . . . . . . . 52
TBS web reporting sample reports . . . . . . . . . . . . . . . . . . . . . 53
Extension Summary Report . . . . . . . . . . . . . . . . . . . . . . . 54
Extension Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Authorization Code Detail Report . . . . . . . . . . . . . . . . . . . 55
Extension Roll-Up Report . . . . . . . . . . . . . . . . . . . . . . . . . 56
Authorization Code Roll-Up Report . . . . . . . . . . . . . . . . . 57
Frequently Called Numbers Report . . . . . . . . . . . . . . . . . 58

Contents
6
Frequently Called Locations Report . . . . . . . . . . . . . . . . . 59
Area Code Summary Report . . . . . . . . . . . . . . . . . . . . . . 60
Trunk Utilization Report . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Trunk Diagnostic Report . . . . . . . . . . . . . . . . . . . . . . . . . 62
Terms you should know . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

About this document
7
About this document
The document applies to Optivity Telephony Manager 2.2 (OTM) for
Nortel Communication Server 1000 Release 4.5 software.
Note: Concerning legacy products and releases:
This Nortel Technical Publication (NTP) contains information about
systems, components, and features that are compatible with Nortel
Communication Server 1000 Release 4.5 software. For more
information on legacy products and releases, click the
Technical Documentation link under Support on the Nortel home
page:
http://www.nortel.com

About this document
8

Using Desktop Services
9
Using Desktop Services
Optivity Telephony Manager (OTM) Desktop Services enables you to
view and modify the configuration of your telephone through a web
browser.
The web display includes a graphical view of the telephone and shows
the configured features. Help text is available for the features configured
on your telephone.
Note: Your network administrator determines which features and
privileges you use in Desktop Services. Contact your network
administrator for more information.
User Login page
Login security ensures protection against unauthorized entry and
enforces access privileges for logged-in users.
To log in to Desktop Services:
1. Start your web browser.
2. Enter the URL provided by your network administrator. The User
Login Page opens as shown in Figure 1 on page 10.

Using Desktop Services
10
Figure 1: User Login page
3. Enter the user login name and password provided to you by your
network administrator. Your personal Desktop Services main page,
titled My Profile, opens. Figure 2 on page 11 shows an example of
the main page for Al Jones.

Using Desktop Services
11
Figure 2: My Profile page
Desktop Services main page layout
Note: Your network administrator determines which features and
privileges you use in Desktop Services. See your network
administrator for more information.
Your Desktop Services main page includes the following common
elements:
• Information banner (top): Contains the Nortel logo, plus the following
three buttons:
— Click the Help button to access general help on how to use the
web pages.

Using Desktop Services
12
— Click the Home button to access your My Profile page.
— Click the Logout button to access the login page.
• Navigation tree (left side): Lists hypertext links to various Desktop
Service pages. When you left-click an item in the navigation tree, the
related page opens in the content frame of your web browser.
Note: In situations where the OTM Server manages telephones on
different systems, the navigation tree expands to include the systems
as the main nodes. You can then select My Profile or Telephone(s)
in the desired system.
• Content frame: Contains the page based on your selection in the
Navigation tree. The three types of pages are:
—My Profile page: Contains general information about you (name,
department, address, and so on). The information displayed is
determined by your network administrator.
—Telephone pages: Contains telephone configuration data. You
can have more than one telephone. The information displayed is
determined by your network administrator.
—Other Links: Contains additional links, if any, provided by your
network administrator.
A line is placed at the bottom of each content page to visually indicate the
end of the page. If vertical or horizontal scrolling is required, the entire
page is scrolled.
My Profile page
The My Profile page contains general information about you. The system
retrieves this information from the OTM Directory.
• Click Home in the banner, or My Profile in the navigation tree to
return to this page.
The information that is shown is fixed and cannot be changed. If there is
no information for a field, it is left blank.
The following information is presented on the My Profile page:
• Employee first, middle, and last name

Using Desktop Services
13
• Identification (employee ID)
• Job Title
• Org Path (this is extracted from the Organization Path in the OTM
directory)
• Manager
• E-mail address
• Login Name
• User Group
• Reporting Access Group
•Address
• Description
Telephone pages
Once you have logged in, a list of telephones is shown in the navigation
tree. The telephones are identified by prime directory number (DN). To
create this list, the web server scans all the employee databases, one per
system, on the server.
If you have telephones on different systems, served by different OTM
servers, then you must log in to the different servers to access these
telephones. Contact your network administrator to obtain a URL, user
login name, and password for each of these OTM servers.
• To open the Telephone pages click a Telephone DN in the
navigation tree. The Telephone pages open in the content frame with
the General page displayed (see Figure 3 on page 14).

Using Desktop Services
14
Figure 3: Telephone—General page
The Telephone pages have a small graphic in the top left corner. This
graphic is detailed enough for you to recognize the type of telephone. The
prime DN, or extension number, of the telephone is also shown at the top
of the page.
The Troubleshoot Problems link provides access to the
Troubleshooting page.
You have up to four Telephone pages, accessed by links below the small
telephone graphic. The capabilities provided by these web pages depend
on your telephone type.

Using Desktop Services
15
Telephone — General page
Note: Your network administrator determines which features and
privileges you use in Desktop Services. See your network
administrator for more information.
The General Page provides the following general information about the
telephone:
•Station Location: A text field similar in purpose to the System field.
Use this to provide more user-friendly names.
•System: Identifies the site, system, and customer number, if
applicable, where the phone is connected. This information is
retrieved from OTM common services and displayed in the format
“Site - System”.
•Phone type (M2616, M3904, and so on).
•Terminal Number (TN): Address of the telephone.
•Display Based Modules: (M3904) Number of Display-Based
Modules configured for this phone type.
•Key Based Modules: (M3904 and M3905) Number of Key-Based
Modules configured for this phone type.
•Key Expansion Modules (KEM): (Nortel IP Phone 2002 and IP
Phone 2004) Number of IP Phone Key Expansion Modules (KEM)
configured for this phone type.
•Designation: A unique 1–6 character telephone identifier, which is
stored in station data and the overlays. This field is often used to
identify the location of the phone within the building (for example,
cable pair), and is the response to the prompt DES in LDs 10 and 11.
•Zone: The IP Voice Zone number indicates the geographic location of
Ethersets.
Confirming changes
1. If allowed by the network administrator, enter the appropriate
information into one or more of the following fields (see Figure 3 on
page 14):
— Station Location
— Key Based Modules

Using Desktop Services
16
— Display Based Modules
— Key Expansion Modules
— Designation
2. If you change one or more of these fields and click Submit, the
Confirm Changes dialog box opens (see Figure 4).
Figure 4: Confirm changes to General Tab
3. Verify the information and click Confirm. If there are no errors, a
change confirmation page opens. See “Change confirmation pages”
on page 44 for more information.
The Troubleshoot Problems link provides access to the
Troubleshooting page.
Current configuration/Pending changes
When the information for your telephone is changed, but the changes are
not synchronized with the system, the Show Current configuration/
Pending changes drop-down list enables you to select which
configuration is shown.
When changes are pending, and you are assigned the “User can sync
changes” option in your access profile, the drop-down list, the Schedule
button, and Restore button are shown. If your access profile allows you to

Using Desktop Services
17
make changes to the General, Keys, or Features pages, the Validate
button is also shown (see Figure 5).
Figure 5: Configuration indication with synchronization
allowed
Validate button
The validation process determines whether there are any errors that can
cause problems during synchronization with the system.
• Click Validate to validate the changes that have been made to the
configuration.
— If there are no errors, the page shown in Figure 6 on page 18
opens.
— If there are errors, the Station Validation Results indicate the
errors that are present in your telephone configuration as shown
in Figure 7 on page 18.
Note: The Validate button is not available when you view the current
configuration of your telephone. When your telephone is marked for
deletion in the OTM database, the Telephone pages show the
deleted configuration. The Validate button is not available when you
view the deleted configuration.

Using Desktop Services
18
Figure 6: Station Validation Results with no errors
Figure 7: Station Validation Results with errors
Schedule button
• Click Schedule to schedule synchronization with the Public
Exchange (PBX) system.
—TheSchedule Changes dialog box opens (see Figure 8 on
page 19).

Using Desktop Services
19
Figure 8: Schedule Changes dialog box
To schedule a sync task:
1. Enter a Task Name in the Task Name text box. The maximum length
of the Task Name is 128 characters.
2. Use the Task Time text boxes to set the start time for the task.
Note: If the Task Time passes before you click Next, the task is
accepted and runs immediately after you click Next.
3. Click the Do not transmit if the telephone is busy check box to
have the sync task check the status of the telephone before making
changes to the telephone configuration.
Note: If the telephone is busy, the changes are not made and the
event is logged in the appropriate transmit log. The transmit is not
automatically rescheduled. You must manually reschedule the
transmit.
4. Click Next. The Schedule Changes confirmation dialog box opens
(see Figure 9 on page 20).

Using Desktop Services
20
Figure 9: Schedule Changes confirmation
Restore button
• Click Restore. The Restore Changes dialog box opens (see
Figure 10).
Figure 10: Restore Changes dialog box
• If you click Cancel, the dialog box closes. If you click Next, the
Restore Changes Confirmation message box opens (see Figure 11
on page 21).