Nortel Telephony Manager User manual

Nortel Communication Server 1000
Telephony Manager 3.0 Desktop
User Guide
Title page

2

Revision history
3
Revision history
July 2006
Standard 2.00.This document describes Telephony Manager
Release 3.0 Desktop Services.
March 2006
Standard 1.0. This document describes Telephony Manager
Release 3.0 Desktop Services.

Revision history
4

Contents
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Contents
About this document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Using Desktop Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
User Login page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Desktop Services pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
My Profile page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Telephone Details page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Header information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
General Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Directory Options section . . . . . . . . . . . . . . . . . . . . . . . . . 13
Features section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Keys section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Administration section . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Making changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Changing your password . . . . . . . . . . . . . . . . . . . . . . . . . 15
Changing data on the Telephone Details page . . . . . . . . 15
Validating and saving data changes . . . . . . . . . . . . . . . . 15
Scheduling synchronization . . . . . . . . . . . . . . . . . . . . . . . 16
Restoring data changes . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Assigning an Auto Dial key . . . . . . . . . . . . . . . . . . . . . . . 18
Deleting an Auto Dial key . . . . . . . . . . . . . . . . . . . . . . . . . 19
Changing the DN on a Call Forward key . . . . . . . . . . . . . 20
Changing a key type . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Telecom Billing System web reporting . . . . . . . . . . . . . . . 23
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Accessing TBS web reports . . . . . . . . . . . . . . . . . . . . . . . . . . 23
TBS web reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Contents
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TBS web reporting reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Extension Summary Report . . . . . . . . . . . . . . . . . . . . . . . 27
Extension Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Extension Roll-Up Report . . . . . . . . . . . . . . . . . . . . . . . . . 28
Authorization Code Detail Report . . . . . . . . . . . . . . . . . . . 29
Authorization Code Roll-Up Report . . . . . . . . . . . . . . . . . 29
Frequently Called Numbers Report . . . . . . . . . . . . . . . . . 30
Frequently Called Locations Report . . . . . . . . . . . . . . . . . 31
Area Code Summary Report . . . . . . . . . . . . . . . . . . . . . . 31
Trunk Utilization Report . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Trunk Diagnostic Report . . . . . . . . . . . . . . . . . . . . . . . . . 33

About this document
7
About this document
The document applies to Telephony Manager (TM) 3.0.
This Nortel Technical Publication (NTP) contains information about
components and features provided by Telephony Manager 3.0. For more
information, go to the Nortel Support & Training web site:
www.nortel.com/support

About this document
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Using Desktop Services
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Using Desktop Services
Using Telephony Manager (TM) Desktop Services, you can view and
modify the configuration of your telephone using a web browser.
The web display provides information about the features and keys
configured on your telephone. Help text is also available for the functions
configured on your telephone.
Note: Your system administrator determines which features and
privileges you can use in Desktop Services. Contact your system
administrator for more information.
User Login page
Login security ensures protection against unauthorized entry and
enforces access privileges for users who are logged on.
Logging on to Desktop Services:
1. Start your web browser.
2. Enter the address provided by your system administrator.
The User Login page appears.
3. Enter the user ID and password provided by your system
administrator.
Your personal Desktop Services main page appears. See Figure 1 on
page 11.

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Desktop Services pages
Each Desktop Services page contains the following four elements:
• navigation tree: Provides links to various Desktop Services pages.
• content frame: Displays a page based on your selection in the
navigation tree.
•Help: Accesses help information about Desktop Services.
•Logout: Logs you out of Desktop Services.
There are three types of Desktop Services pages:
•My Profile page: Contains general information about you (name,
department, address, and so on). See Figure 1 on page 11.
•Telephone Details page: Contains detailed information about your
telephones. Each of your telephones is identified by a prime Directory
Number (DN) in the navigation tree.
Note: If you have telephones on different systems, served by different
TM servers, you must log on to the different servers to access these
telephones.
•Other links: Contains additional links, if any, provided by your system
administrator.
My Profile page
The My Profile page is your main Desktop Services page. This page
contains general information about you. See Figure 1 on page 11. The
information is controlled by your system administrator. Click My Profile in
the navigation tree to return to this page at any time.

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Figure 1: My Profile
Telephone Details page
Note: Your system administrator determines which features and
privileges you can use in Desktop Services. Based on your access
privileges, some or all of the described sections appear in the
Telephone Details page. See your system administrator for more
information.
To open a Telephone Details page, click a DN in the navigation tree. The
Telephone Details page associated with the DN opens in the content
frame.
The Telephone Details page displays all the information about a
particular telephone. The telephone attributes listed vary depending on
your telephone type.

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There is a header area followed by five telephone data sections on each
Telephone Details page. The five sections are:
• General Properties
• Directory Options
•Features
•Keys
• Administration
Header information
The header section at the top of the Telephone Details page contains
the following information:
•System: Identifies the site, system, and customer number, if
applicable, where the telephone is connected.
•Telephone Type:Identifies your telephone type.
•Sync Status:Identifies whether the data on the Telephone Details
page is synchronized with the telephone system.
A Troubleshoot Problems link provides access to the Troubleshooting
page. Your system administrator controls the availability of this link.
General Properties
This section of the Telephone Details page contains general information
about the location and configuration of the telephone. This data is used
primarily for system administration.
•Customer Number: The number of the customer associated with the
telephone.
•Terminal Number (TN): The address of the telephone.
•Designation: An identifier used for system administration.
•Location: An identifier used for system administration.
•Zone: The IP bandwidth zone of the telephone. The zone is used for
system administration.
•Key Based Modules: The number of Key Based Modules (KBA)
configured on the telephone (for M3904 and M3905 telephones).

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•Display Based Modules: The number of Display Based Modules
(DBA) configured on the telephone (for M3904 and M3905
telephones).
•Key Expansion Modules: The number of Key Expansion Modules
(KEM) connected to the telephone (for Nortel IP Phones 2002, 2004,
and 2007).
Directory Options section
The Directory Options section of the Telephone Details page contains
information about your telephone that is related to the Common Network
Directory (CND):
•Assign to employee/Do not assign to an employee: The telephone
is either assigned to an employee or department, or the telephone is
not assigned.
•Common Name: The system uses your common name to access the
CND information about you and your telephone.
•First Name: Your first name.
•Last Name: Your last name.
•Department: Your department.
•Employee Prime Telephone: Indicates whether this telephone is
your primary telephone. You can have more than one telephone, but
only one primary telephone.
•Include in Corporate Directory Report: Indicates whether this
telephone data is included in the Corporate Directory Report.
Features section
The Features section of the Telephone Details page provides
information about features assigned to your telephone. The features
available depend on the type of telephone, the system configuration, and
your access privileges.
The data for each feature consists of the following three elements:
•Feature: The mnemonic that represents the feature.
•Description: The full name of the feature.

Using Desktop Services
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•Value: The names and values of the parameters required by this
feature.
Typically these features are controlled and managed by your
administrator. Your access privileges determine whether you can change
features that are associated with your telephone.
Keys section
The Keys section of the Telephone Details page provides a list of the
programmable keys on your telephone, including those on expansion
modules. Information about the assigned function of each key is also
displayed. The types of keys that can be assigned to your telephone
depend on the type of telephone you are using.
The information for each key consists of three elements:
•Key No: The number of the key on your telephone.
•Key Type: The name of the function assigned to the key. The key
type depends on the telephone type, the key number, and the system
configuration.
•Key Value: The names and values of the parameters required by the
specified key type. The parameters vary by key type.
Your access privileges determine whether you can change the functions
associated with individual keys on your telephone.
Administration section
The Administration section of the Telephone Details page has several
administration fields. Your system administrator defines the use of these
fields.

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Making changes
Changing your password
To change your password:
1. Select the Reset password check box at the bottom of the My
Profile page.
2. Enter your new chosen password in the New Password edit box.
3. Enter the password again in the Confirm Password edit box.
4. Click Save to save your new password.
The change takes effect immediately.
Changing data on the Telephone Details page
Your system administrator determines which features and privileges you
can use in Desktop Services. Based on your access privileges, you can
view some or all of the data on the Telephone Details page.
You can make changes to the data only if your system administrator
grants you the access rights. You may be granted access rights to view
the data, or to view and change the data.
The Help button is context-sensitive and provides information about
configuring features and services.
See the section “Examples” on page 18 for details about how to make
changes to your telephone data.
Validating and saving data changes
After you make changes to the telephone data, you must validate the new
data. The validation process ensures there are no errors, conflicts, or
missing information in the changed telephone configuration.

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To validate the data:
1. Click Validate on the Telephone Details page.
The page refreshes. A new Validation errors message area
appears. Messages describing any problems appear in the message
area. If there are no errors, the message No validation error(s) were
found is displayed in the message area.
2. Correct any errors in the data.
3. Repeat steps 1 and 2 until no errors are found.
4. Click Save to save the new configuration.
Scheduling synchronization
When you change your telephone data, the changes do not take effect
until they are sent to the telephone system. This process is called
synchronization.
The SYNC Status indicator on the Telephone Details page identifies
whether the telephone data is synchronized with the system. The SYNC
Status indicator can have a number of values. The values that are
relevant to you, the desktop user, are:
•Change: Indicates that you have changed your telephone data, but
the changes were not yet transmitted to the telephone system.
Synchronization is required.
•Transmitted: Indicates that the telephone data is synchronized with
the telephone system. No further synchronization is required.
Your system administrator determines whether you can schedule the
synchronization of your data changes. If the Transmit button is visible on
the Telephone Details page, you can schedule the synchronization by
clicking Transmit. If the Transmit button is not visible, your system
administrator reviews your changes and schedules synchronization for
you.
To schedule a synchronization:
1. Click Transmit on the Telephone Details page.
The Schedule - Transmit Telephones page appears.

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2. Enter a task name in the Task Name text box.
Note: The maximum length of the task name is 128 characters. You
must enter a task name.
3. To schedule the synchronization to begin at a future date and time,
enter a date and time in the Date and Time text boxes.
4. To schedule the synchronization to begin immediately, do not enter a
date and time.
5. Click Submit to complete the scheduling of the synchronization.
A dialog box appears indicating the start time of the synchronization.
6. Click Close.
Restoring data changes
If the Restore button is visible on the Telephone Details page and the
Sync Status is Change, you can erase data changes made after the last
synchronization.
To restore the previously synchronized telephone data configuration:
1. Ensure that the Sync Status indicator on the Telephone Details
page is Change.
2. Click Restore.
The Restore Telephones Confirmation dialog box appears.
3. Click Confirm.
The Restore Telephones Status dialog box displays the status of
the Restore.
4. Click Close.
The telephone data configuration is restored and the Sync Status
indicator changes to Transmitted.

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Examples
This section provides examples of several types of telephone data
changes.
Assigning an Auto Dial key
To assign the Auto Dial (ADL) function to a key on your telephone:
1. Choose a key that has no assigned function on your telephone.
2. Scroll down the list of keys in the Keys section of the Telephone
Details page until the selected key number is visible.
A key type of NUL - Unassigned is displayed in the Key Type
column.
3. Select ADL from the drop-down list in the Key Type column.
The Telephone Details page refreshes. Two parameters, Number
of Autodial Digits and Autodial DN, are displayed in the Key Value
column. An edit box is provided for each parameter.
4. Determine the maximum number of digits of your ADL DN.
5. Enter the maximum number of digits of your ADL DN in the Number
of Autodial Digits edit box. See Figure 2.
6. To program the DN by using the web display, enter the ADL DN in the
Autodial DN edit box.
Note 1: You can also program the DN by using the ADL key after the
key is configured on your telephone.
Note 2: If you enter a value in the Number of Autodial Digits edit
box that is greater than the system maximum, or if you enter an
Autodial DN that has more digits than the system maximum, you
receive a validation error.

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Figure 2: Entering the ADL parameters
7. Click Validate on the Telephone Details page.
The page refreshes. A new Validation errors message area
appears. Messages describing any problems appear in the message
area. If there are no errors, the message No validation error(s) were
found is displayed in the message area.
8. Correct any errors in the data.
9. Repeat steps 7 and 8 until no errors are found.
10. Click Save to save the new data configuration.
11. Schedule the data synchronization.
Deleting an Auto Dial key
To remove the ADL function from a key on your telephone:
1. Scroll down until the ADL key is visible in the Keys section of the
Telephone Details page.
The existing parameters are displayed in the Key Value column.
2. Choose NUL - Unassigned from the drop-down list in the Key Type
column.
The Telephone Details page refreshes. The key type NUL -
Unassigned is displayed in the Key Type column and there are no
parameters in the Key Value column.
3. Click Validate on the Telephone Details page.
The page refreshes. A new Validation errors message area
appears. Messages describing any problems appear in the message
area. If there are no errors, the message No validation error(s) were
found is displayed in the message area.
4. Correct any errors in the data.

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5. Repeat steps 3 and 4 until no errors are found.
6. Click Save to save the new data configuration.
7. Schedule the data synchronization.
Changing the DN on a Call Forward key
This procedure describes how to change the DN assigned to a Call
Forward (CFW) key by using Desktop Services.
Note: The DN can also be programmed by using the CFW key on the
telephone.
To change the DN assigned to a Call Forward key:
1. Scroll down the list of keys in the Keys section of the Telephone
Details page until the CFW key is visible.
The existing values of the CFW key parameters are displayed in the
Key Value column.
2. Enter the new CFW DN in the edit box provided in the Key Value
column.
3. Click Validate on the Telephone Details page.
The page refreshes. A new Validation errors message area
appears. Messages describing any problems appear in the message
area. If there are no errors, the message No validation error(s) were
found is displayed in the message area.
4. Correct any errors in the data.
5. Repeat steps 3 and 4 until no errors are found.
6. Click Save to save the new data configuration.
7. Schedule the data synchronization.