Updated section 9 Meet-Me Conferencing for the Meet-Me Custom Entrance Announcement Feature Description (EV 150783), Meet-Me Security PIN Feature Description (EVs 150790 and 150792), and Meet-Me Attendee Initiated Self-Identity Feature Description (EV 150780).
Updated section 8 Client Applications for the Mobile Link Client License Feature Description (EV 160902) and Additional Client Licenses for BTBC and Generic Feature Description (EV 164985) and for EV 180736.
Updated section 3.3 Addresses for the Primary Line Controls Feature Description (EV 165936)
Updated sections 3.3 Addresses, 6.31 Shared Call Appearance, and 6.32 Video Add-On for the for the Device Management LinePort Ordering Enhancement Feature Description (EV 152312).
Updated section 12.9 Registrations for the SIP Authentication and Device Profile Password Rules Feature Description (EV 155574).
Updated sections 3.6 Schedules and 9 Meet-Me Conferencing for the Schedule User Interface Improvements Feature Description (EV 158330) and for EV 180946.
Corrected the capitalization of "voice portal".
Updated section 9.2.6 Define Conference Greeting for EV 179892.
1.5 Changes for Release 18.0, Document Version 1 This version of the document includes the following changes:
Added section 5.12 Group Paging and modified sections 6.16 BroadWorks Anywhere and 6.31 Shared Call Appearance for the Group Paging Feature Description
(EV 92408).
Updated sections 6.31 Shared Call Appearance and 8.4 Busy Lamp Field for the Call Park and Recall Enhancements Feature Description (EV 66066).
Updated section 12.5 Feature Access Codes for the Interrogation FACs for CW/SCR/ACR/CLIR/COLR Feature Description (EV 97685) and for the Call Recording Interface Feature Description (EV 46941).
Added section 9 Meet-Me Conferencing for the Meet-Me Conferencing, Phase 1 Feature Description (EV 110764), Meet Me Conference Delegates Support Feature Description (EV 142877).
Updated sections 3.6 Schedules, 4.11.2 Add Call Notify Entry, 4.18.2 Add Call Forwarding Selective Call Entry, 4.21.1 Add Custom Ringback User Entry, 4.24.2 Add Priority Alert Entry, 4.25.2 Add Selective Acceptance Entry, 4.26.2 Add Selective Rejection Entry, 4.27.2 Add Sequential Ringing Entry, 4.29.2 Add Simultaneous Ringing Personal Entry, 6.16.2 Add BroadWorks Anywhere Location for the Service Provider Schedules Feature Description (108949).
Added section 10.6 Short Message Service for the Short Message Service Feature Description (EV 52417).
Updated sections 10 Messaging and 3.2 Profile added sections 10.5 Integrated IM&P and 10.7 Third-Party IM&P for the BroadCloud IM&P Interconnect Support Feature Description (EV 114602).
Updated section 10.10 Fax Messaging for the Fax Alias Feature Description (EV 101583).
Added section 6.17 BroadWorks Mobility for the BroadWorks Mobility Feature Description (EV 119810).
Added section and updated section 7 Calling Plans for the Call Me Now Feature Description (EV 97691).
Updated the 5.9 Speed Dial 100 for the New Speed Dial 100 Dialing Pattern XX Feature Description (EV 104220).
Updated section 12 Utilities and added section 12.3 Basic Call Logs for the Basic Call Logs in Portal Feature Description (EV 143532).
Updated section 12.4 Enhanced Call Logs for the Enhanced Call Logs Server Feature Description (EV 113689).
Added section 7.5 Outgoing Pinhole Digit Plan for the Outgoing Calling Plan Dial Restriction Override Patterns Feature Description (EV 115681).
Updated section 7 Calling Plans to align the guide with the user interface.
Updated 8 Client Applications for the IBM Sametime License Feature Description (EV 115021).
Updated section 10.4 Greetings for the Greetings-Only Mailbox Option Feature Description (EV 115686).
Updated section 6.3 Call Waiting for the Calling Line ID with Call Waiting Decoupling Feature Description (EV 130563).
Updated section 3.2 Profile for the BroadCloud IM&P Interconnect Support Feature Description (EV 114602).
Updated sections 6.4 Call Pickup, 12.6 Group Directory, and 12.7 Enterprise Directory for the Search by Extension and User ID Feature Description (EV 62407).
Removed information and procedures for the Instant Conferencing service which has been replaced by Meet-Me Conferencing.
Updated section 12.4 Enhanced Call Logs for EV 155485.
Updated section 12 Utilities for EV 155610.
Updated document for EV 155944.
Updated section 4.17.2 Select Distinctive Ring Pattern.
Updated sections 5.9.1 View or Delete Speed Dial 100 Dialing Codes and 12.5.1 View Your Feature Access Codes for EV 156545.
Updated section 9.2 Conferences for EV 156605.
1.6 Changes for Release 17.0, Document Version 2 This version of the document includes the following changes:
Updated section 6.18.1 Configure Call Center Settings or Join Call Centers for EV 112225.
Removed custom features, which include Intelligent Network Service Control, Simultaneous Ringing Family, and Mobile Extension to Extension Dialing as well as Assistant–Mobile.
1.7 Changes for Release 17.0, Document Version 1 This version of the document includes the following changes:
Updated section 12.5 Feature Access Codes for the Call Center Enhancements, Voice Mail Retrieval FAC, Communication Barring User-Control, Legacy Automatic Callback Service (EV 98945), Directed MSN Support, and Call Center Barge-in Enhancements (EV 98104) Feature Descriptions.
Updated section 12.8 Intercept User for the Intercept Enhancements Feature Description.
Updated section 4.26 Selective Rejection for the Selective Call Rejection Enhancements Feature Description (EV 91793).
Added section 5.11 Communication Barring User-Control for the Communication Barring User-Control Feature Description.
Added sections 4.5 Calling Name Delivery and 4.6 Calling Number Delivery for the Calling Name and Number Delivery Split Feature Description (EV 95515).
Updated section Holiday Schedule for the Holiday Schedule Enhancements Feature Description.
Updated section 6.11 In-Call Service Activation for the In-Call Service Activation Enhancements for Call Transfer Feature Description (EV 95517).
Updated section 6.18 Call Centers for the Call Center Enhancements Feature Description (EV 95370).
Updated section 3.7 Call Policies for the Hidden Call Forwarding Option Support Feature Description (EV 98932).
Updated section 6.7 Directed Call Pickup with Barge-in for the Call Center Barge-in Enhancements (EV 98104) Feature Description.
Added section 8.21 Office Communicator Tab for the Office Communicator Tab Feature Description (EV 98563).
Updated sections 4.29 Simultaneous Ringing Personal and 4.30 Simultaneous Ringing Family for the Add Selective Criteria to Simultaneous Ringing Feature Description.
Updated section 6.18 Call Centers for the Agent Unavailability Codes Feature Description (EV 98105).
Deleted sections Time Schedule and Holiday Schedule and replaced them with section 3.6 Schedule for the Schedule Recurrence Support Feature Description (EV 99280).
Added section 3.11 Office Zone for the Location-based Calling Restrictions Feature Description (EV 101360).
Added section 4.23 Pre-alerting Announcement for the Pre-alerting Announcement Feature Description (EV 99279).
Added section 5.6 Legacy Automatic Callback for the Legacy Automatic Callback Service Feature Specification (EV 98945).
Updated sections 10.8 Voice Management and 10.13 Third-Party Voice Mail Support for the Location-based Calling Restrictions Feature Description (EV 101360).
Updated section 6.18 Call Centers and added section 3.9 Route Point Supervisors for the Network CTI Integration Feature Description (EV 87520).
Updated section 10.8 Voice Management for EV 105948.
Updated section 4.25 Selective Acceptance for EV 109993.
Updated section 5.6 Legacy Automatic Callback for EV 110106.
Updated section 10.13.1 Configure a Third-Party Voice Mail System for EV 110539.
Updated sections 12.6 Group Directory and 12.7 Enterprise Directory for the Variable Length and Longer Extension Support Feature Description (EV 95518).
1.8 Changes for Release 16.0, Document Version 1 This version of the document includes the following changes:
Added section Holiday Schedule, and modified sections 3 Profile, 4.11 Call Notify, 4.18 Call Forwarding Selective, 4.21 Custom Ringback User, 4.24 Priority Alert, 4.25 Selective Acceptance, 4.26 Selective Rejection, 4.27 Sequential Ring, and 6.16 BroadWorks Anywhere for the Selective Call Forwarding Enhancement and Selective Call Rejection to Block Forwarded Calls Feature Description.
Modified section 6.7 Directed Call Pickup with Barge-in for the Barge-In Feature Access Code Feature Description.
Modified sections 3.3 Addresses and 6.20 Charge Number for the Enterprise Trunking Feature Description.
Modified sections 4.21 Custom Ringback User and 6.13 Music/Video On Hold for the User-Defined Custom Ringback and Music on Hold Feature Description.
Added section 12.10 Prepaid for the IMS Accounting Ro Interface Feature Description.
Added section 6.15 Advice of Charge and modified section 12.5 Feature Access Codes for the Advice of Charge Feature Description.
Updated section 5.4 Calling Party Category for the Configurable Calling Party Category Values Feature Description.
Modified section 12.5 Feature Access Codes for the Advice of Charge, Interrogation FAC, Selective Call Forwarding Enhancements, SIP Bridged Lines, and Call Return to Playback Number Feature Descriptions.
Modified section 4.26 Selective Rejection for the Selective Call Rejection to Block Forwarded Calls Feature Description.
Modified section 6.18 Call Centers and added section 3.10 Supervisor for the Call Center Enhancements Feature Description.
Added section 8.25 Bria for BroadWorks for the Bria for BroadWorks Feature Description.
Modified section 3.2 Profile for the Communication Barring – Fixed Feature Description.
Added section 8.26 Polycom Phone Services.
Modified section 8 Client Applications for the Web-based/Web-Services-based Receptionist and Call Center Client Applications Feature Description.
Added sections on Intelligent Network Service Control and Simultaneous Ringing Family and modified sections 4.11 Call Notify, 4.29 Simultaneous Ringing Personal to match the interface.
Added section 8.27 UC-Connect for EV 96730.
Updated for EV 98908.
1.9 Changes for Release 15.0, Document Version 3 This version of the document includes the following changes:
Updated section 4.24.2 Add Priority Alert for EV 84336.
Updated section 7.3.3 Display Permission for Your Calls to Be Forwarded or Transferred for EV 61621.
1.10 Changes for Release 15.0, Document Version 2 This version of the document includes the following changes:
Updated section 5.2 Automatic Callback for EV 67093.
1.11 Changes for Release 15.0, Document Version 1 This version of the document includes the following changes:
Updated sections 6.31.2 Enable or Disable Shared Call Appearance and 10.10.1 Turn Fax Messaging On and Off for EV 67122.
Updated sections 12.5.1 View Your Feature Access Codes and 5.2 Automatic Callback for EV 67093.
Added a new check box called Enable this location in section 6.31.2 Enable or Disable Shared Call Appearance.
For the Automatic Callback Enhancements Feature Description, added two new feature access codes for Automatic Callback Menu Access and Automatic Callback Deactivation to section 12.5 Feature Access Codes.
For the Configurable Maximum For Number of Rings Setting Feature Description, updated the number of rings for the Call Forwarding No Answer, Sequential Ringing, Third-Party Voice Mail Support, and Greetings services in sections 4.9 Call
Forwarding No Answer, 4.27 Sequential Ringing, 10.13 Third-Party Voice Mail Support and 10.4 Greetings.
For the Zone Calling Restrictions Feature Description, added new user service to section 6.33 Zone Calling Restrictions.
1.12 Changes for Releases 14.sp1 through 14.sp6 Release 14.sp6
The following changes were made to this document for Release 14.sp6:
For the Anonymous Call Rejection Feature Access Codes Feature Description, added two new feature access codes for Anonymous Call Rejection Activation and
Anonymous Call Rejection Deactivation to section 12.5 Feature Access Codes.
For the Revised Attendant Console Feature Description, updated document to show the new single link to launch the Attendant and/or Console Call Manager, (depending on which services are configured for the user) in sections 8.2 Attendant Console and 8.5 CommPilot Call Manager.
Release 14.sp5
There were no changes to this document for Release 14.sp5.
Release 14.sp4
The following changes were made to this document for Release 14.sp4:
For the Answer Confirmation on Forking Services Enhancements Feature Description, added the “Answer Confirmation” check box for the Simultaneous Ringing service to section 4.29 Simultaneous Ringing Personal.
For the BroadWorks Anywhere Feature Description, added section 6.16 BroadWorks Anywhere.
For the Busy Camp On Feature Description, added new Call Transfer Recall settings for busy camp on functionality to section 6.10 Call Transfer.
For the Delete Call Logs Feature Description, added new delete call logs functionality to section 12.4 Enhanced Call Logs.
For the Group Call Park Feature Description, added the Group Call Park feature access code to section 12.5 Feature Access Codes.
For the Hoteling Timer Enhancements Feature Description, described enhancement to the Hoteling service, which made the disassociation timer optional to sections 6.26 Hoteling Host and 6.25 Hoteling Guest.
Release 14.sp3
The following changes were made to this document for Release 14.sp3:
For the Call Manager Server Feature Description, updated sections 8.2 Attendant Console and 8.5 CommPilot Call Manager to add automatic login options.
For the Call Center Architecture Enhancements Feature Description, added ACD states to section Indicate Your ACD State of Join a Call Center.
For the Connected Line Identification Presentation (COLP)/Connected Line
Identification Restriction (COLR) Feature Description, added section 3.7 Call Policies and 4.12 Connected Line Identification Restriction.
For the External Custom Ringback Feature Description, added new External Custom Ringback service to section 4.22 External Custom Ringback.
For the Call Service Activation for TDM Overlay Feature Description, added new In-Call Service Activation service to section 6.11 In-In-Call Service Activation.
For the Telephone Number Inventory Feature Description, added Activation Status to sections 3.3 Addresses, 4.16 Automatic Hold Retrieve and 10.10 Fax Messaging.
Release 14.sp2
The following changes were made to this document for Release 14.sp2:
For the Call Forwarding Not Reachable Feature Description, the Call Forwarding Not Reachable service was added to section 4.10 Call Forwarding Not Reachable.
For the Receptionist – Application Server Licenses and Lists Feature Description, the BroadWorks Receptionist – Enterprise, BroadWorks Receptionist – Small Business, and BroadWorks Receptionist – Office were added to section 8 Client Applications.
The Attendant Console service was also updated to allow the selection of a list of users to monitor. The Phone Status Monitoring section was removed.
For the Call Transfer Recall Feature Description, added new Call Transfer Recall settings to section 6.10 Call Transfer.
For the Hoteling Guest Provisioning Enhancements Feature Description, added new host association limit information to section 6.25 Hoteling Guest.
For the MWI Delivery to Mobile Endpoint Feature Description, added new user service to section 10.11 MWI Delivery to Mobile Endpoint.
For the Shared Call Appearance Enhancement Feature Description, added new check box called Allow Call Retrieve from another location to section 6.31 Shared Call Appearance.
For the User Managed Privacy Service Feature Description, added new options to section 3.7 Call Policies.
Release 14.sp1
There were no changes to this document for Release 14.sp1.
2 About This Guide
The BroadWorks Application Server User Web Interface Administration Guide is designed to assist users with all CommPilot Personal web portal functions on BroadWorks. The web portal enables users to self-configure and manage group and personal features in real-time. Detailed instructions for each CommPilot Personal function and page can be found both in this guide and in the online help, available from the Help link on each web page.
This guide assumes users are familiar with the procedures in the BroadWorks Getting Started Web Interface Administration Guide.
The organization of this guide follows the structure of the user interface.
3 Profile
Once you have logged in to the system, the User – Profile page appears. This is your Home page. At any time, you can click Home to return to your Home page.
Use the User – Profile menu page to manage your personal profile data.
Figure 1 User – Profile
Basic menu
The Basic menu displays the items that all users can use including:
− Profile
− Addresses
− Passwords
− Schedules
Advanced services
This menu displays the menu items that users can use only if such functions have been assigned to them:
− Call Policies
− Privacy
− Route Point Supervisors
− Supervisor
− Office Zone 3.1 Access Profile Menu
When you log in, the User – Profile menu page appears. This is your Home page. You can click Home to access this page from any other page in CommPilot Personal web interface or click Profile from the Options list.
3.2 Profile
Use this menu item on the User – Profile menu page to modify your personal information.
Information marked with an asterisk is required. You cannot edit read-only information.
Figure 2 Profile – Profile
1) On the User – Profile menu page, click Profile. The User – Profile page appears.
2) Provide the following information. Required data are indicated with an asterisk (*).
Other data are optional, but recommended.
Input Box Name Required? Instructions Example
Service Provider ID or Enterprise ID
(Read only) Service provider or enterprise for your group.
AWSTelecom
Group (Read only) Name of the group to which you belong. ABCDistributing
User ID (Read only) Your login ID. joesmith@abcdi
stributing.com
Last Name Yes Your last name. Jones-Smith
First Name Yes Your first name. Joseph
Calling Line ID Last Name
(Read only) Last name that appears on caller ID. Smith
Calling Line ID First Name
(Read only) First name that appears on caller ID. Joseph
Name Dialing Last Name
Optional Last name used by the automated receptionist to find you when callers dial by name.
Smith
Name Dialing First Name
Optional First name used by the automated receptionist to find you when callers dial by name.
Joe
Input Box Name Required? Instructions Example
Phone number that appears on caller ID.
If the administrator has enabled the Configurable Calling Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group CLID appears for emergency calls.
3015551000
Department (Read only) Your department. Finance
Language Yes The language of your interface. English
Time Zone Yes A drop-down list of time zones. (GMT-05:00) –
US Indiana Network Class of
Service
(Read only) The network class of service assigned to you, which determines how your calls are processed.
Pager No Your complete pager number. If this
number is not one assigned to the group, type the complete number: +<country code> <national number>. For example,
“+1” must precede a long-distance number within the U.S.
4105558888
Mobile No Your complete mobile phone number. If
this number is not one assigned to the group, type the complete number:
+<country code> <national number>. For example, “+1” must precede a long-distance number within the U.S.
4105559999
Yahoo ID No Your Instant Messaging Yahoo ID. Chatsalot88
E-mail No Your valid e-mail address in the format of [email protected].
joesmith@abcdi stributing.com Location No Your specific location (for example floor
number or cubicle number).
12th Floor
Address No Your street address; this is likely the company address.
123 Main Street Suite 701
City No Your city name. Baltimore
State/Province No A drop-down list of states and Canadian provinces.
MD
Zip/Postal Code No Your zip or postal code. 20877
Country No Your country. United States
IM&P ID (see Note
The ID for your Integrated IM&P or Third-party IM&P service. You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the Integrated IM&P service or your Integrated IM&P service is disabled.
[email protected] c.im
Input Box Name Required? Instructions Example IM&P Password (Read-only
for Integrated IM&P) Optional
To change your IM&P password, type the new password.
You can only change your IM&P ID if you have the Third-Party IM&P service, and either do not have the Integrated IM&P service or your Integrated IM&P service is disabled.
******
Re-type IM&P Password
Optional Type your new IM&P password again. ******
NOTE 1: The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item.
NOTE 2: The Instant Messaging and Presence (IM&P) credentials (ID and password) appear only if you have the Integrated IM&P service activated or Third-Party IM&P service assigned.
When you have both services assigned and Integrated IM&P is active, Integrated IM&P credentials are displayed (in read-only mode).
3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
3.3 Addresses
Use this menu item on the User – Profile menu to view your phone numbers and other identities that are used to make and receive calls.
Figure 3 Profile – Addresses for User Assigned Identity/Device Profile
NOTE: Identity/Device profile or Trunk Group information is visible only if it has been defined for you by your administrator. Figure 3 shows the User – Addresses page for a user with an Identity/Device Profile assigned, Figure 4 shows the User – Addresses page for a user assigned to a trunk group, and Figure 5 shows the User – Addresses Advanced Settings page for a user with an Identity/Device Profile assigned.
NOTE: Identity/Device profile or Trunk Group information is visible only if it has been defined for you by your administrator. Figure 3 shows the User – Addresses page for a user with an Identity/Device Profile assigned, Figure 4 shows the User – Addresses page for a user assigned to a trunk group, and Figure 5 shows the User – Addresses Advanced Settings page for a user with an Identity/Device Profile assigned.