Nortel Meridian M3904 User manual

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Personal Directory PC Utility Reference Guide
Introduction
The Personal Directory PC Utility provides a fast, easy way to create or modify a Personal Directory for an M3904 or
M3905 Series Digital Telephone. You can enter names and numbers into a Personal Directory file on your PC, and
download (Program) the file directly from the PC to the M3904 or M3905 telephone through a serial port connection.
You can also upload (Read) a directory from an M3904 or M3905 to a PC and modify the directory.
Note: The Personal Directory PC Utility Software is compatible with the Windows™95, Windows 98, and
Windows 2000, Windows XP operating systems.
Install the Personal Directory PC Utility Cartridge
Your PC connects to the Personal Directory PC Utility Cartridge through an RS-232-C serial cable. The Personal
Directory PC Utility Cartridge is a small cartridge that fits into either slot in the telephone footstand and requires that
you have an Accessory Connection Module (ACM) installed in your telephone (See the Accessory Connection Module
Installation Guide for more information).
Figure 1: Personal Directory PC Utility cartridge
Installing the
Personal Directory
PC Utility cartridge
1. Ensure that an Accessory Connection Module (ACM) is properly installed in your
M3900 Series telephone with the appropriate wall transformer (refer to the ACM
Installation Guide for details).
2. Insert the Personal Directory PC Utility Cartridge into either the small or large port on
the ACM. The cartridge must be face up with latch on top, in Figure 1.
3. Connect an RS-232C serial cable to the PC and the Personal Directory PC Utility
Cartridge.
Note: The RS-232C serial cable is not included with your Personal Directory PC Utility
Cartridge. The cable must have a male DB25 connector to interface with the Per-
sonal Directory PC Utility Cartridge. The other end must be terminated with a con-
nector that mates with the connector on the back of your computer. Contact your
Nortel distributor for recommended RS-232C cables.
553-9154
RS232C
Latch
Cartridge

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Personal Directory PC Utility Reference Guide
Table 1: RS-232C pin requirements
Pin Function Description
2
3
4
5
6
20
7
TX
RX
RTS
CTS
DSR
DTR
GND
Transmit
Receive
Request to Send
Clear to Send
Data Set Ready
Data Terminal Ready
Ground Signal
Installing the Personal
Directory PC Utility
Software
1. Close all applications.
2. Ensure that the Personal Directory PC Utility Cartridge is properly installed in the
ACM. See the installation guide that came with the cartridge for detailed
instructions.
3. Insert the Personal Directory PC Utility disk into the CD-ROM drive.
4. Click Start.
5. Select Run.
6. Enter D:\SETUP (assuming that drive D is the CD-ROM drive).
7. Click OK. The Nortel logo screen appears while the installation utility loads, then
the Welcome screen appears.
8. Click Next.
9. If you agree to the terms of the Software License Agreement, click Yes.
10. Continue to click Next until the installation is complete.
11. When prompted, remove the disk from the CD-ROM drive.
12. Click Finish.
13. Restart your PC.
Opening the Personal
Directory PC Utility
1. Click Start.
2. Select Programs.
3. Select either the default folder, C:\Program Files\Nortel Networks\Personal
Directory PC Utility, or the folder where you installed the software.
4. Select PC Utility.
Selecting the serial
port
1. Click Phone in the Main Menu bar.
2. Click Set port. The pull-down menu shows all available serial ports.
3. Click the desired serial port.
Note: The program automatically selects the same port each time, unless that port is
now being used by another application such as a Palm Pilot.

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Personal Directory PC Utility Reference Guide
Figure 2: Personal Directory PC Utility interface
Personal Directory
PC Utility window
navigation
There are three methods for navigating within the Personal Directory PC Utility window:
• Press the Tab key to move to the next cell or row. An entry includes a name and a
telephone number.
• Use the up and down arrows on the keyboard to move within the active window.
• Use the vertical scroll bar to move within the active window.
Personal Directory
PC Utility entry and
file standards
Each file can have a maximum of 100 entries (an entry is one line). Each entry can have
up to 24 characters for the name, and up to 31 characters for the telephone number.
Personal Directory
PC Utility terms Import Copy a directory from another location into the active PC Utility
window.
Export Copy a directory from the active PC Utility window into another
location.
Program Copy a directory from the PC to the telephone.
Read Copy a directory from the telephone to the PC.
Delete Entry at cursor
Left and Right scroll bar
Up and down scroll bar
Active window
Main menu bar
Directory name
Directory number

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Personal Directory PC Utility Reference Guide
Using Online Help 1. Click Help on the Main Menu bar.
2. Click Nortel Personal Directory PC Utility Help.
3. Select a help topic.
Creating a Personal
Directory
1. Open the Personal Directory PC Utility. The program opens with the default “Personal
Directory1” window. The cursor insertion point is in the name field on the first line.
2. Type a name.
3. Press the Tab key to move to the Telephone Number section.
4. Type a telephone number.
Note: Enter a comma (,) to insert a 1.5 second pause in the dialing string.
5. Press the Tab key to move to the next line.
6. Repeat steps 2 through 5 as needed.
7. Save or export the file, as described in “Saving or exporting the Personal Directory
file” on page 5.
8. Download the file to the telephone, as described in “Copying a Directory from the PC
to the telephone” on page 5.
Note: To avoid data loss, save or export the directory before downloading it to the tele-
phone. You can have several directory windows open at the same time, but only the
active window will be saved.
Opening an existing
Personal Directory
1. Click File on the Main Menu bar.
2. Click Open or Import.
Note: The Import command allows you to open a comma-delimited or tab-delimited text
file created by another application or by the Export command. All files exported by
versions 3.1 and lower were created in a comma-delimited format and are
supported by the Import function.
3. Select the file you want to modify.
4. Click Open.
Adding names and
telephone numbers
1. Position the cursor on any empty line.
2. Type a name.
3. Press the Tab key.
4. Type a telephone number.
Note: Enter a comma (,) to insert a 1.5 second pause in the dialing string.
5. Press the Tab key.
6. Repeat steps 2 through 5 as needed.

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Personal Directory PC Utility Reference Guide
Deleting a character
or single digit
There are three methods of deleting a character or single digit:
1. Position the cursor to the right of the character or number you want to delete.
2. Press the Backspace key.
or
1. Position the cursor to the left of the character or number you want to delete.
2. Press the Delete key.
or
1. Highlight the character or number.
2. On the Main Menu bar, click Edit.
3. Click Cut.
Deleting a directory
entry
1. Position the cursor anywhere within the entry that you want to delete.
2. Click the Delete Entry button, located on the bottom right side of the data entry screen.
Note: The PC Utility only allows you to delete one entry at a time.
Cutting or copying
and pasting
between Personal
Directories
1. Open two or more Personal Directory files.
2. Highlight the name or telephone number you want to copy or cut.
3. Click Edit on the Main Menu bar.
4. Click Cut, or click Copy.
5. Position the cursor on an empty line in the second Personal Directory window.
6. Click Edit on the Main Menu bar.
7. Click Paste.
Saving or exporting
the Personal
Directory file
1. Click File on the Main Menu bar.
2. Click Save, Save As or Export.
Note: All options create a tab-delimiter text file. Use Save or Save As to create a file
backup of the current Personal Directory for local use. Use Export to create a Per-
sonal Directory that can be distributed to other installations.
3. Define a destination for the Personal Directory file.
4. Enter a file name for the directory.
5. Click OK.
Copying a Directory
from the PC to the
telephone
1. Ensure that the serial cable is connected to both the Personal Directory Utility Cartridge
and the PC.
2. Click Phone on the Main Menu bar.
3. Select Program from the drop-down menu. The Personal Directory PC Utility cautions
that you are about to replace the existing directory on the telephone.
4. Click Yes to continue. A window opens that displays the status of the Write.
Note: If you entered a duplicate record, the PC Utility detects it, deletes the extra record,
and notifies you.

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Personal Directory PC Utility Reference Guide
Copying a Directory
from the telephone
to the PC
1. Ensure that the serial cable is connected to both the Personal Directory Utility Cartridge
and the PC.
2. Click Phone on the Main Menu bar.
3. Select Read from the drop-down menu. If the active window is open, the Personal
Directory PC Utility cautions that you are about to replace the existing directory to the
PC.
4. Click Yes to continue. A window opens that displays the status of the Read.