Application Server User Web Interface

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Application Server User Web Interface

Administration Guide

Release 20.0

Document Version 2

9737 Washingtonian Boulevard, Suite 350 Gaithersburg, MD 20878

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BroadWorks

®

_Guide

Copyright Notice

Any technical documentation that is made available by BroadSoft, Inc. is proprietary and confidential and is considered the copyrighted work of BroadSoft, Inc.

This publication is for distribution under BroadSoft non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of BroadSoft, Inc. 9737 Washingtonian Boulevard, Gaithersburg, MD 20878.

BroadSoft reserves the right to make changes without prior notice.

Trademarks

BroadWorks®_{and BroadWorks Assistant–Enterprise™, BroadWorks Call Center™,}

BroadWorks Communicator™, BroadWorks Receptionist™, and BroadWorks Deployment Studio™ are trademarks of BroadSoft, Inc.

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Document Revision History

Release Version Reason for Change Date Author

14.0 1 Updated document for re-branding. January 6, 2006 Roberta Boyle 14.0 1 Updated for EVs 28669, 26386, 30015:

Added note on Voice Portal configuration, clarification on Conferencing Roll Call and Hand Raising, plus new CommPilot graphic.

March 13, 2006 Robb Surridge 14.0 1 Deleted custom features. May 19, 2006 Patricia Renaud 14.0 1 Streamlined to simplify and reduce page

count. Some sections moved into new guides.

July 11, 2006 Leif R. Montin 14.0 1 Minor changes. September 1, 2006 Leif R. Montin 14.0 1 Edited document. September 1, 2006 Patricia Renaud 14.0 2 Updated document for Release Close

(RC).

October 18, 2006 Margot Hovey 14.0 2 Edited document. October 19, 2006 Patricia Renaud 14.0 3 Updated for Release 14.sp1 Client

Management System (CMS) features.

February 15, 2007 Leif R. Montin 14.0 3 Edited changes. February 16, 2007 Patricia Renaud 14.0 4 Updated section 4.21.1 Add Custom

Ringback User step 5 for EV 37180.

March 1, 2007 Roberta Boyle 14.0 4 Edited changes. March 26, 2007 Patricia Renaud 14.0 5 Updated section 4.16 Automatic Hold

Retrieve for EV 60917.

May 15, 2008 Roberta Boyle 14.0 5 Edited and published document. June 13, 2008 Patricia Renaud 15.0 1 Updated document for Releases 14.sp1

through 14.sp6 and Release 15.0. Removed all references to Client Management System (CMS) features.

June 16, 2008 Patricia Renaud 15.0 1 Edited and published document. June 29, 2008 Patricia Renaud 15.0 1 Updated sections 6.31.2 Enable or

Disable Shared Call Appearance and

10.10.1 Turn Fax Messaging On and Off

for EV 67122.

September 11, 2008 Roberta Boyle 15.0 1 Updated sections 12.5.1 View Your

Feature Access Codes and 5.2 Automatic Callback for EV 67093.

September 17, 2008 Roberta Boyle 15.0 1 Made minor editorial changes. September 24, 2008 Patricia Renaud 15.0 1 Edited changes and published

document.

September 28, 2008 Andrea Fitzwilliam 15.0 2 Updated section 5.2 Automatic Callback

for EV 67093.

October 9, 2008 Roberta Boyle 15.0 2 Edited changes and published

document.

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15.0 3 Updated section 7.3.3 Display Permission for Your Calls to Be

Forwarded or Transferred for EV 61621.

November 3, 2008 Goska Auerbach 15.0 3 Updated section 4.24.2 Add Priority

Alert for EV 84336.

December 10, 2008 Roberta Boyle 15.0 3 Edited changes and published

document.

December 22, 2008 Andrea Fitzwilliam 16.0 1 Updated document for Release 16.0. December 31, 2008 Goska Auerbach 16.0 1 Updated to reflect design changes and

new features.

June 8, 2009 Goska Auerbach 16.0 1 Added section 8.27 UC-Connect for

EV 96730

July 21, 2009 Goska Auerbach 16.0 1 Edited and published document. August 28, 2009 Patricia Renaud 17.0 1 Updated document for Release 17.0 September 14, 2009 Goska Auerbach 17.0 1 Updated section 10.8 Voice

Management for EV 105948.

February 12, 2010 Goska Auerbach 17.0 1 Updated document for Release 17.0

and for EVs 109993, 110106, 110539, and 110737.

April 19, 2010 Goska Auerbach 17.0 1 Edited changes and published

document.

April 29, 2010 Andrea Fitzwilliam 17.0 2 Updated section 6.18.1 Configure Call

Center Settings or Join Call Centers for EV 112225.

May 21, 2010 Goska Auerbach 17.0 2 Removed custom features, which

include Intelligent Network Service

Control, Simultaneous Ringing Family,

and Mobile Extension to Extension

Dialing as well as Assistant–Mobile and

edited changes and published document.

June 4, 2010 Andrea Fitzwilliam

18.0 1 Updated document for Release 18.0. June 7, 2010 Goska Auerbach 18.0 1 Updated section 12.4 Enhanced Call

Logs for EV 155485.

December 6, 2011 Goska Auerbach 18.0 1 Updated section 12 Utilities for

EV 155610.

December 1, 2011 Goska Auerbach 18.0 1 Updated document for EV 155944. December 13, 2011 Goska Auerbach 18.0 1 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.

December 20, 2011 Goska Auerbach 18.0 1 Updated section 9.2 Conferences for

EV 156605.

December 22, 2011 Goska Auerbach 18.0 1 Edited changes and published

document.

December 26, 2011 Jessica Boyle 19.0 1 Updated document for Release 19.0. January 18, 2012 Goska Auerbach 19.0 1 Updated section 4.20 CommPilot

Express.

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19.0 1 Updated section 9.2.6 Define Conference Greeting for EV 179892.

November 27, 2012 Goska Auerbach 19.0 1 Edited changes and published

document.

December 14, 2012 Patricia Renaud 19.0 2 Corrected section numbering. December 20, 2012 Goska Auerbach 19.0 2 Edited changes and published

document.

January 7, 2013 Patricia Renaud 20.0 1 Updated document for Release 20.0. January 8, 2013 Goska Auerbach 20.0 1 Edited changes and published

document.

December 13, 2013 Jessica Boyle 20.0 2 Revised indexing. June 2, 2014 Goska Auerbach 20.0 2 Edited indexing and republished

document.

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Table of Figures

Figure 1 User – Profile ... 29

Figure 2 Profile – Profile ... 30

Figure 3 Profile – Addresses for User Assigned Identity/Device Profile ... 32

Figure 4 Profile – Addresses for User Assigned to Trunk Group ... 33

Figure 5 Profile – Addresses Advanced Settings... 33

Figure 6 Profile – Announcement Repository ... 36

Figure 7 Profile – Announcement Repository Add ... 37

Figure 8 Profile – Announcement Repository Modify ... 37

Figure 9 User – Passwords ... 38

Figure 10 User – Schedule ... 40

Figure 11 User – Schedule Add... 40

Figure 12 User – Event Add ... 41

Figure 13 Event Add – Daily Recurrence Pattern ... 42

Figure 14 Event Add – Weekly Recurrence Pattern ... 42

Figure 15 Event Add – Monthly Recurrence Pattern ... 42

Figure 16 Event Add – Yearly Recurrence Pattern... 43

Figure 17 Event Add – Recurrence Range ... 43

Figure 18 User – Schedule Modify ... 43

Figure 19 User – Event Modify ... 44

Figure 20 User – Schedule View ... 45

Figure 21 User – Event View ... 45

Figure 22 User – Call Policies ... 46

Figure 23 User – Privacy ... 48

Figure 24 User – Route Point Supervisors ... 49

Figure 25 User – Supervisor ... 49

Figure 26 User – Supervised Agents ... 50

Figure 27 User – Office Zone ... 51

Figure 28 User – Incoming Calls ... 52

Figure 29 Incoming Calls – Anonymous Call Rejection ... 54

Figure 30 Incoming Calls – Calling Line ID Blocking Override ... 55

Figure 31 Incoming Calls – Calling Name Retrieval ... 56

Figure 32 User – Calling Name Delivery ... 57

Figure 33 User – Calling Number Delivery ... 57

Figure 34 Incoming Calls – Call Forwarding Always ... 58

Figure 35 Incoming Calls – Call Forwarding Busy ... 59

Figure 36 Incoming Calls – Call Forwarding No Answer ... 60

Figure 37 Incoming Calls – Call Forwarding Not Reachable ... 62

Figure 38 Incoming Calls – Call Notify ... 63

Figure 39 Call Notify – Call Notify Add ... 64

Figure 40 Call Notify – Call Notify Modify ... 65

Figure 41 Incoming Calls – Connected Line Identification Restriction ... 66

Figure 42 Incoming Calls – Do Not Disturb ... 67

Figure 43 Incoming Calls – External Calling Line ID Delivery ... 68

Figure 44 Incoming Calls – Internal Calling Line ID Delivery ... 68

Figure 45 Incoming Calls – Automatic Hold/Retrieve ... 69

Figure 46 Incoming Calls – Alternate Numbers ... 71

Figure 47 Incoming Calls − Call Forwarding Selective ... 75

Figure 48 Call Forwarding Selective – Call Forwarding Selective Add ... 76

Figure 49 Call Forwarding Selective – Call Forwarding Selective Modify ... 77

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Figure 51 User – Call Me Now ... 79

Figure 52 User – Call Me Now Add ... 80

Figure 53 User – Call Me Now Modify ... 81

Figure 54 Incoming Calls – CommPilot Express (Available – In the Office) ... 82

Figure 55 Incoming Calls – CommPilot Express (Available – Out of the Office) ... 83

Figure 56 Incoming Calls – CommPilot Express (Busy) ... 84

Figure 57 Incoming Calls – CommPilot Express (Unavailable) ... 84

Figure 58 Incoming Calls – Custom Ringback User ... 86

Figure 59 Custom Ringback User – Custom Ringback User Add ... 87

Figure 60 User – Custom Ringback User Modify ... 88

Figure 61 Ringback User Modify Page – Initial Ringback Tab ... 89

Figure 62 User – Custom Ringback User Modify Waiting Ringback ... 90

Figure 63 Incoming Calls – External Custom Ringback ... 92

Figure 64 User – Pre-alerting Announcement ... 93

Figure 65 User – Pre-alerting Announcement Criteria Add ... 94

Figure 66 User – Pre-alerting Announcement Criteria Modify ... 95

Figure 67 Incoming Calls – Priority Alert ... 96

Figure 68 Priority Alert – Priority Alert Add ... 97

Figure 69 Priority Alert – Priority Alert Modify ... 98

Figure 70 Incoming Calls – Selective Call Acceptance ... 99

Figure 71 Selective Call Acceptance – Selective Call Acceptance Add ... 100

Figure 72 Selective Call Acceptance – Selective Call Acceptance Modify ... 102

Figure 73 Incoming Calls – Selective Call Rejection ... 103

Figure 74 Selective Call Rejection – Selective Call Rejection Add ... 104

Figure 75 Selective Call Rejection – Selective Call Rejection Modify ... 105

Figure 76 Selective Call Rejection Modify Page for Private COT Entry ... 106

Figure 77 Incoming Calls − Sequential Ring ... 107

Figure 78 Sequential Ring − Sequential Ring Add ... 109

Figure 79 Sequential Ring − Sequential Ring Modify ... 110

Figure 80 Incoming Calls − Sequential Ring (View) ... 111

Figure 81 Incoming Calls – Series Completion ... 112

Figure 82 Incoming Calls – Simultaneous Ring Personal ... 113

Figure 83 Simultaneous Ring Personal – Simultaneous Ring Personal Add ... 114

Figure 84 Simultaneous Ring Personal – Simultaneous Ring Personal Modify ... 116

Figure 85 Incoming Calls – Simultaneous Ring Personal ... 117

Figure 86 User – Outgoing Calls ... 118

Figure 87 Outgoing Calls – Automatic Callback ... 119

Figure 88 Outgoing Calls – Call Return ... 120

Figure 89 Outgoing Calls – Calling Party Category ... 120

Figure 90 Outgoing Calls – Last Number Redial ... 121

Figure 91 User – Legacy Automatic Callback ... 121

Figure 92 Outgoing Calls – Calling Line ID Delivery Blocking ... 122

Figure 93 Outgoing Calls – Speed Dial 8 ... 123

Figure 94 Outgoing Calls – Speed Dial 100 ... 124

Figure 95 Speed Dial 100 – Speed Dial 100 Add ... 125

Figure 96 Speed Dial 100 – Speed Dial 100 Modify ... 126

Figure 97 Outgoing Calls – Account Codes ... 127

Figure 98 User – Communication Barring User-Control ... 128

Figure 99 User – Communication Barring User-Control when User is Locked Out... 128

Figure 100 User – Group Paging ... 129

Figure 101 Outgoing Calls – Personal Phone List ... 130

Figure 102 Personal Phone List – Personal Phone List Add ... 131

Figure 103 Personal Phone List – Personal Phone List Modify... 131

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Figure 105 User – Preferred Carrier User ... 133

Figure 106 Outgoing Calls – Two-Stage Dialing ... 134

Figure 107 User – Call Control ... 135

Figure 108 Call Control – Barge-in Exempt ... 137

Figure 109 Call Control – Call Waiting ... 137

Figure 110 Call Control – Call Pickup ... 138

Figure 111 Call Control − Customer Originated Trace ... 139

Figure 112 Call Control – Directed Call Pickup ... 140

Figure 113 Call Control – Directed Call Pickup with Barge-in ... 141

Figure 114 Call Control – Diversion Inhibitor ... 142

Figure 115 Call Control – Flash Call Hold ... 142

Figure 116 Call Control – Call Transfer ... 143

Figure 117 Call Control – In-Call Service Activation ... 144

Figure 118 Call Control – Three-Way Call ... 145

Figure 119 Call Control – Music/Video On Hold Page with Group-level Settings ... 145

Figure 120 Call Control – Music/Video On Hold with both Music On Hold User and Video On Hold Features Assigned ... 146

Figure 121 Music/Video On Hold – Internal Calls Settings ... 147

Figure 122 Call Control – N-Way Calling ... 148

Figure 123 Call Control – Advice of Charge... 148

Figure 124 Call Control – BroadWorks Anywhere ... 149

Figure 125 Call Control – Available BroadWorks Anywhere Portals ... 149

Figure 126 BroadWorks Anywhere – BroadWorks Anywhere Phone Number Add ... 150

Figure 127 BroadWorks Anywhere – BroadWorks Anywhere Criteria Add ... 151

Figure 128 BroadWorks Anywhere – BroadWorks Anywhere Phone Number Modify ... 153

Figure 129 BroadWorks Anywhere Phone Number Modify – Selective Criteria Tab ... 153

Figure 130 BroadWorks Anywhere – BroadWorks Anywhere Criteria Modify ... 154

Figure 131 User – BroadWorks Mobility ... 155

Figure 132 Call Control – Call Centers ... 156

Figure 133 User – Call Recording... 158

Figure 134 Call Control – Charge Number ... 160

Figure 135 User – Executive (Assistants Tab) ... 161

Figure 136 User – Executive (Filtering Tab) ... 162

Figure 137 User – Executive Filtering Criteria Add ... 164

Figure 138 User – Executive Filtering Criteria Modify... 165

Figure 139 User – Executive (Filtering Tab) ... 166

Figure 140 User – Executive (Screening Tab) ... 167

Figure 141 User – Executive (Alerting Tab) ... 168

Figure 142 Call Control – Executive-Assistant ... 170

Figure 143 Executive – Filtering Tab (Assistant View) ... 171

Figure 144 Executive Filtering Criteria Add (Assistant View) ... 172

Figure 145 Call Control – Executive Filtering Criteria Modify (Assistant View) ... 174

Figure 146 Executive – Filtering Tab (Assistant View) ... 175

Figure 147 Executive – Screening Tab (Assistant View) ... 176

Figure 148 Executive – Screening Tab (Assistant View) ... 177

Figure 149 Call Control – Flexible Seating Guest ... 179

Figure 150 Call Control – Flexible Seating Guest (Host Association Tab) ... 180

Figure 151 User – Flexible Seating Guest (Host Association Tab with Active Association) ... 181

Figure 152 Call Control – Group Night Forwarding ... 182

Figure 153 Call Control – Hoteling Guest ... 183

Figure 154 Call Control – Hoteling Host ... 185

Figure 155 Call Control – Instant Messaging and Presence ... 186

Figure 156 Call Control – Push to Talk... 187

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Figure 158 Call Control – Remote Office ... 189

Figure 159 Call Control – Shared Call Appearance ... 191

Figure 160 Call Control – Shared Call Appearance Modify ... 192

Figure 161 Call Control – Video Add-On ... 194

Figure 162 Call Control – Zone Calling Restrictions ... 194

Figure 163 User – Calling Plans ... 195

Figure 164 Calling Plans – Incoming Calling Plan ... 196

Figure 165 Calling Plans – (Enhanced) Outgoing Calling Plan (Originating Calls) ... 198

Figure 166 Calling Plans – Outgoing Calling Plan (Originating Calls) ... 198

Figure 167 Calling Plans – Outgoing Calling Plan (Initiating Call Forwards/Transfers) ... 199

Figure 168 Calling Plans – Outgoing Calling Plan (Being Forwarded/Transferred) ... 200

Figure 169 Calling Plans – Outgoing Calling Plan (Call Me Now Tab) ... 201

Figure 170 Calling Plans – (Enhanced) Outgoing Digit Plan (Originating Calls) ... 202

Figure 171 Calling Plans – Outgoing Digit Plan (Originating Calls) ... 202

Figure 172 Calling Plans – Outgoing Digit Plan (Initiating Call Forwards/Transfers) ... 203

Figure 173 Calling Plans – Outgoing Digit Plan (Call Me Now) ... 204

Figure 174 Calling Plans – Outgoing Pinhole Digit Plan (Originating Calls) ... 205

Figure 175 Calling Plans – Outgoing Pinhole Digit Plan (Initiating Call Forwards/Transfers) ... 206

Figure 176 Calling Plans – Outgoing Pinhole Digit Plan (Call Me Now) ... 206

Figure 177 User – Client Applications ... 208

Figure 178 Client Applications – Attendant Console ... 210

Figure 179 Attendant Console Display ... 212

Figure 180 Client Applications – BroadWorks Connector for Lotus Notes Sometime ... 212

Figure 181 Client Applications – Busy Lamp Field ... 213

Figure 182 Client Applications – CommPilot Call Manager ... 214

Figure 183 Client Applications – Client Call Control ... 215

Figure 184 Client Applications – Lync CTI ... 215

Figure 185 Client Applications – Lync Softphone ... 216

Figure 186 Client Applications – Outlook Integration ... 216

Figure 187 Client Applications – BroadTouch Business Communicator Desktop ... 217

Figure 188 Client Applications – BroadWorks Agent ... 218

Figure 189 Client Applications – BroadWorks Supervisor ... 218

Figure 190 Client Applications – BroadWorks Receptionist–Enterprise ... 219

Figure 191 Client Applications – BroadWorks Receptionist–Small Business ... 220

Figure 192 Client Applications – BroadWorks Receptionist–Office ... 221

Figure 193 Client Applications – BroadSoft Assistant–Enterprise ... 222

Figure 194 Client Applications – BroadWorks Communicator ... 223

Figure 195 Client Applications – BroadWorks Communicator Multimedia ... 223

Figure 196 Client Applications – BroadWorks Communicator G.729 ... 224

Figure 197 Client Applications – eyePMedia Audio Video Client... 224

Figure 198 Client Applications – Office Communicator Tab ... 225

Figure 199 Client Applications – Polycom Web Browser ... 225

Figure 200 Client Applications – Client License ... 226

Figure 201 Client Applications – BroadTouch Mobile Link ... 226

Figure 202 Client Applications – Bria for BroadWorks... 227

Figure 203 Client Applications – Polycom Phone Services List ... 227

Figure 204 Client Applications – Polycom Phone Services Set ... 228

Figure 205 Client Applications – UC-Connect ... 228

Figure 206 User – Meet-Me Conferencing... 229

Figure 207 Meet-Me Conferencing – Meet-Me Conferences ... 230

Figure 208 Meet-Me Conferencing – Meet-Me Conference Add (Reservationless) ... 231

Figure 209 Meet-Me Conferencing – Meet-Me Conference Add (Recurring) ... 232

Figure 210 Meet-Me Conference Add – Scheduling Details (Reservationless Conference) ... 233

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Figure 212 Meet-Me Conference Add – Scheduling Details (Recurring Daily Conference) ... 234

Figure 213 Meet-Me Conference Add – Scheduling Details (Recurring Weekly Conference) ... 234

Figure 214 Meet-Me Conference Add – Scheduling Details (Recurring Monthly Conference) ... 235

Figure 215 Meet-Me Conference Add – Scheduling Details (Recurring Yearly Conference) ... 235

Figure 216 Meet-Me Conferencing – Meet-Me Conference Modify (Host View) ... 237

Figure 217 Meet-Me Conferencing – Meet-Me Conference Modify (Delegate View) ... 238

Figure 218 Meet-Me Conferencing – Meet-Me Conference Delegates Modify ... 239

Figure 219 Meet-Me Conferencing – Meet-Me Conference Custom Greeting Modify (Host View) .. 240

Figure 220 Meet-Me Conferencing – Meet-Me Conference Custom Greeting Modify (Delegate View) ... 240

Figure 221 Meet-Me Conference Modify (Conference Access Information) ... 241

Figure 222 Meet-Me Conferencing – Meet-Me Conference Recordings ... 242

Figure 223 Meet-Me Conferencing – Meet-Me Conference Recordings ... 242

Figure 224 Meet-Me Conferencing – Meet-Me Conference Bridges ... 243

Figure 225 User – Messaging ... 244

Figure 226 Messaging – Aliases... 245

Figure 227 Aliases – Aliases Add ... 246

Figure 228 Messaging – Distribution Lists ... 247

Figure 229 Distribution Lists – Distribution Lists Add/Delete ... 248

Figure 230 Messaging – Greetings ... 249

Figure 231 Messaging – Integrated IM&P ... 251

Figure 232 Messaging – Short Message Service ... 252

Figure 233 Messaging – Third-Party IM&P ... 252

Figure 234 Messaging – Voice Management ... 253

Figure 235 Messaging – Voice Management Advanced Settings ... 254

Figure 236 Messaging – Voice Portal ... 255

Figure 237 Messaging – Fax Messaging ... 257

Figure 238 Messaging – MWI Delivery to Mobile Endpoint ... 258

Figure 239 Messaging – Third-Party MWI Control ... 259

Figure 240 Messaging – Third-Party Voice Mail Support... 260

Figure 241 Messaging – Voice Portal Calling ... 261

Figure 242 User – Service Scripts ... 262

Figure 243 Service Scripts – Configuration ... 263

Figure 244 Service Scripts – Load ... 264

Figure 245 Service Scripts – Logs ... 265

Figure 246 User – Utilities ... 266

Figure 247 Utilities – Authentication ... 268

Figure 248 Utilities – Basic Call Logs (Placed Calls Tab) ... 269

Figure 249 Utilities – Basic Call Logs (Received Calls Tab) ... 270

Figure 250 Utilities – Basic Call Logs (Missed Calls Tab) ... 271

Figure 251 User – Enhanced Call Logs (Placed Calls Tab) ... 272

Figure 252 User – Enhanced Call Logs (Received Calls Tab) ... 273

Figure 253 User – Enhanced Call Logs (Missed Calls Tab) ... 274

Figure 254 Utilities – Feature Access Codes (Top of Page) ... 276

Figure 255 Utilities – Group Directory ... 284

Figure 256 Utilities – Group Directory Summary ... 285

Figure 257 Utilities – Group Directory Detail ... 286

Figure 258 Utilities – Enterprise Directory (Top of Page) ... 287

Figure 259 Utilities – Enterprise Directory Summary ... 288

Figure 260 Utilities – Enterprise Directory Detail ... 289

Figure 261 Utilities – Intercept User ... 290

Figure 262 Utilities – Registrations ... 292

Figure 263 Utilities – Prepaid ... 293

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1 Summary of Changes

This section describes the changes to this document for each release and document version.

1.1 Changes for Release 20.0, Document Version 2

This version of the document includes the following change:

 Revised indexing.

1.2 Changes for Release 20.0, Document Version 1

This version of the document includes the following changes:

 Added sections 6.21 Executive and 6.22 Executive-Assistant and updated section

12.5 Feature Access Codes for the Executive and Assistant Services Feature

Description (EV 160554).

 Updated sections 6.19 Call Recording and 12.5 Feature Access Codes for the Call

Recording – Start/Stop/Pause/Resume User Control Feature Description (EV 170972).

 Updated section 6.19 Call Recording for the Call Recording End User Notification Of

Recording Feature Description (EV 170971).

 Updated section 10.4 Greetings for the Extended Away Feature Description

(EV 173740).

 Added sections 8.7 Lync CTI and 8.8 Lync Softphone for the Lync License Support

Feature Description (EV 1730940).

 Updated section 3.2 Profile for the Name Dialing Policy for Auto Attendant Feature

 Added section 12.12 Security Classification for the Visual Security Classification for

Active Call Feature Description (EV 170974).

 Added section 6.23 Flexible Seating Guest and updated section 12.5 Feature Access Codes for the Flexible Seating Feature Description (EV 114601).

 Added section 12.11 Visual Device Management for the Visual Device Management

Support Feature Description (EV 177199).

 Updated section 6.19 Call Recording for the Call Recording Voice Mail Recording

Feature Specification (EV 170964).

 Updated section 3.7 Call Policies for the Call Processing Control Enhancements

Feature Description (EV 178322).

 Updated section 12.5 Feature Access Codes for the Hunt Group Call Busy Feature

 Added section 3.4 Announcement Repository and updated the 4.21 Custom Ringback User, 4.23 Pre-alerting Announcement, 6.13 Music/Video On Hold, 9.2.6 Define Conference Greeting, 10.4 Greetings, and 10.9 Voice Portal for the

Announcement Repository Feature Description (EV 179248).

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 Corrected section numbering.

1.4 Changes for Release 19.0, Document Version 1

 Updated section 4.20 CommPilot Express.

 Updated section 12.5 Feature Access Codes for the Find-me/Follow-me Service

Feature Description (EV 125258) and the Hunt Group Call Busy Feature Description (EV 146324).

 Updated section 12.4.1 View Placed Calls for the Enhanced Call Log Server Feature

 Updated section 6.18 Call Centers for the Call Center Agent Not Reachable Stranded

Policy Feature Description (EV 149564), CC Thresholds and Alerts Feature Description (EV 150062), and Call Center Skill-Based Routing Feature Description (EV 149447).

 Added section 6.24 Group Night Forwarding for the Group Night Forwarding Service

 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

 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

 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

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 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

 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

 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

 Added section and updated section 7 Calling Plans for the Call Me Now Feature

 Updated the 5.9 Speed Dial 100 for the New Speed Dial 100 Dialing Pattern XX

 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

 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

 Updated section 6.3 Call Waiting for the Calling Line ID with Call Waiting Decoupling

 Updated section 3.2 Profile for the BroadCloud IM&P Interconnect Support Feature

 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.

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 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

 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

 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

 Updated section 3.7 Call Policies for the Hidden Call Forwarding Option Support

 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

 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

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 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

 Added section 4.23Pre-alerting Announcement for the Pre-alerting Announcement

 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

 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

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 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

 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

 Updated section 5.2 Automatic Callback for EV 67093.

1.11 Changes for Release 15.0, Document Version 1

 Updatedsections 6.31.2 Enable or Disable Shared Call Appearanceand 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.

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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

 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

 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-Call Service Activation.

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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

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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.

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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

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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.

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Input Box Name Required? Instructions Example Calling Line ID Phone Number (see Note 1) (Read only) Optional

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.

Business Standard

Additional Information Area

Title No Your title. Marketing Director 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

2). (Read-only for Integrated IM&P) Optional

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.

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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.

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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.

Figure 4 Profile – Addresses for User Assigned to Trunk Group

Figure 5 Profile – Addresses Advanced Settings

1) On the User – Profile menu page, click Addresses. The User – Addresses page appears.

The following table explains the items on this page:

Item Name Description Example

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Item Name Description Example Activation Status The activation status of the assigned phone number is

displayed to the right of the number. The activation status is either “Activated” or “Not Activated”. The status is not shown if the phone number is set to “None”.

Once your number is activated your phone (device) can be used to place calls; log in to the voice portal, receive voice messages, and so on.

Activated

Extension Your extension. 1005

Identity/Device Profile

Identity/Device Profile Name

The name of the identity/device profile assigned to you. Polycom601_7000_1 Line/Port The line/port of the identity/device profile assigned to

you.

Not available in IMS deployments.

4040@

abcdistributing.com Public Identity The alphanumeric string identifying the device handling

your calls.

Available only in IMS deployments.

joesmith@ abcdistributing.com Port Number The device port number assigned to you. Applicable

only for devices with static line ordering enabled.

6 Contact Up to five contact addresses. Only available for

identity/device profile types that allow static registrations.

In IMS deployments, multiple contacts are not allowed.

3015551005@ abcdistributing.com

Trunking

Trunk Group The trunk group assigned to you. abctrunkgroup Line/Port Your line, port number, or SIP address, depending on

the identity/device profile type assigned to you or to your trunk group.

Not available in IMS deployments.

3015551000@ abcdistributing.com Public Identity The alphanumeric string identifying the device handling

your calls.

Available only in IMS deployments.

3015551000@ abcdistributing.com Contact Up to five contact addresses. Only available for trunks

with a static registration-capable device assigned. In IMS deployments, multiple contacts are not allowed.

3015551003@ abcdistributing.com Alternate Trunk

Identity

Your alternate trunk identity. joesmith@ abcdistributing.com Enterprise Trunk The enterprise trunk you are assigned to. entTrunk1 (or any

name your

administrator gives to the enterprise trunk) Aliases Up to three valid aliases to be used for URL dialing and

Application Server User Web Interface