Account Self-care Interface - MR50€¦ · Section 02-pg.3 Ironton Telephone Company - July 10, 2017 Chapter 1. Introduction PortaOne - Account Self-care Interface C.assword Confirmation

Ironton Telephone Company - July 11, 2017 3:46 PM

PortaOne

Account Self-care InterfaceMR55

Publication History

Date Version Author =============== ====== ============ June 11, 2017 1 Jeffrey K Brady

2000-2014 PortaOne, Inc. Proprietary

© All rights reserved.

Information subject to change without notice.

The information disclosed herein is proprietary to Ironton Telephone Company or others and is not to be used by or disclosed to unauthorized persons without the written consent of Ironton Telephone Company. The recipient of this document shall respect the security status of the information.

Section 01-pg.1 Ironton Telephone Company - July 10, 2017

Chapter 1. Introduction PortaOne - Account Self-care Interface

Introduction

Client System Recommendations

• OS: • MS Windows XP or above, Linux/BSD or Mac OS X 10.6 or above.

• Web browser:• Internet Explorer 11.0 or above, Mozilla Firefox 38 or above.• JavaScript, Java and cookies must be enabled. Spreadsheet processor:

• Spreadsheet processor:• MS Excel, OpenOffice Calc, LibreOffice Calc or Google Sheets.

• Display settings: • A minimum screen resolution of 1024 × 768.



Logging into the Self-Care Portal:

• Account Self-care Portal.• http://account.itcgn.com/

1. Self-Care Portal Login Page:

A. Enter your 11 Digit Account ID into the Login field.B. Enter your Password in the Password Field.

I. The Password is “Case Sensitive”.C. Select the “Login” button to Complete process.

2. Login Failure:A. Entering the wrong Login or Password.

I. The Failure Message will appear in the Login Form.B. If you cannot remember your “Password”, It can be reset.

3. Resetting your Password:• If an Email address has not been entered into the account.

• Contact your Customer Service Representative to reset your password.

A. Select “Forgot your password” in the Login Form.B. The Password Recovery Window will open.

I. Enter your “11 Digit” Account ID into the Login field.II. Enter your email address in the Email field.III. Select the reset link button.IV. A sent message will open.

a. If you enter the wrong e-mail address a failure message will appear.01. Select the “OK” button to close.

b. The Password “CANNOT” be reset if the e-mail address does not match what was setup in the account.• This is a security feature built into the Portal.01. Contact your Customer Service Representative to verify your e-mail address.



C. A Password Confirmation window appears when the reset process is completed.I. Select the “OK” button to close.II. The Password Recovery Window will Open.

D. Open the PortaBilling Password Reset e-mail

I. Select the link provided in the e-mail to resert the password.E. A Change Password Window will open in your default browser.

I. Enter the new password in the “New Password” field.II. Re-enter the password in the “Retype New Password” field.III. Select the “OK” button to complete.

F. A password change confirmation window will open.I. Select the “OK” button to close the window.

G. A PortaBilling Password Change e-mail will be sent.

H. The Account Login Window will open.

I. Enter your 11 Digit Account ID into the Login field.II. Enter your Password in the Password Field.

a. The Password is “Case Sensitive”.III. Select the “Login” button to Complete process.



Overview:

• The Account self-care interface was designed for end-users to access their profile data, check billing information, make mobile payment transfers and, most importantly, manage their IP Centrex settings.

• The front-end design offers simple and intuitive navigation. • This includes an easy-to-use structure of menus and controls, graphic icons and improved presentation of

information.

For your convenience, the account self-care interface is divided into four tabbed sections:• Dashboard (your home page)• My Profile• IP Centrex• Billing Information

At the top of the interface you can always view billing information such as your balance information, web interface language, etc.



Common Features:

• Most of the data on the self-care portal is formatted like a page and sorted into columns. • You can go to the next page or the previous page, jump to the first or last page, or use the Refresh icon to

update any of the pages. • You can also change the number of columns and sort them in ascending or descending order by clicking your

mouse on the name field of any of these columns. • If you point your mouse at the name field you will see a triangle. • Click on it and a drop-down menu will appear. • You can choose how to sort your data and add or remove columns by selecting or unselecting items in the

drop-down menu:

1. Action buttons• The top right hand side of the interface provides you with the following information and actions:

A. Your ID and a login name that was used to log in.B. The Logout button that terminates your current session on the web interface. Also, you can change your

password here if necessary.

• In order for changes to take effect when adding / editing information, you need to click the Save icon on the appropriate page.

• If you do not want to save the information entered – follow associated section steps to Cancel.


Chapter 2. Dashboard PortaOne - Account Self-care Interface

Dashboard Tab:• Your home page is organized like a dashboard so that you can easily view the most important information

separated by category into different windows. • In addition, these windows can be moved around, rearranged or minimized as you wish.

Account Information:

1. Account ID:2. Account Device Status:

A. SIP (Session Initiation Protocol) Telephone is Active.B. SIP (Session Initiation Protocol) Telephone Device is Active.

I. E-MTA (Embedded Multimedia Terminal Adapter). 3. Extension Number (If Applicable):

Brief Billing Information:

1. This reflects thumbnail billing information such as your available funds (or balance), refunds and charges information.A. This Option IS ONLY APPLICABLE for SIP (Session Initiation Protocol) Telephone Service.

2. This reflects billing information for Long Distance charges if they apply to your account.


Chapter 2. Dashboard PortaOne - Account Self-care Interface

Contact Information:

1. Here you can view your contact info such as address, e-mail, etc.

Member of Huntgroups Information:

1. This shows whether your extension belongs to any of the hunt groups.

Product & Discount Information:

1. Here you can find all the necessary information concerning your product and available discounts.

Recent Calls Table:

1. This table lists the most recent calls and call details.A. Inbound and Outbound calls.B. Call details generated by your phone line.

I. Date / Time.II. Calling Number.III. Called Number.IV. Duration of Call.V. Call Cost.

a. This may reflect billing information for Long Distance charges if they apply to your account.C. This Option IS ONLY APPLICABLE for SIP (Session Initiation Protocol) Telephone service.

2. Recorded Calls:• Users can playback their phone conversations when Call Recording is enabled.

• Call recording is available only if this functionality is enabled by your provider.• Please contact your Agent or Sales Representative to activate this feature.


Chapter 3. My Profile PortaOne - Account Self-care Interface

My Profile Tab• The My Profile tab allows you to view and change your personal (or your company’s) details such as contact

information, personal info, password, etc.:

General:• Here you can enter general information such as company name, address, etc.

1. Enter Desired Information in the text boxes.A. Personal Information:

I. Company Contact, President, CEO, etc.B. Address Information:

I. Office location.C. Contact Information:

I. Phone Service Representative.a. Alt. Phone:

01. Enter the contacts mobile number in this field to receive SMS notifications.b. E-mail.

01. Enter the contacts e-mail address in this field to allow resetting of the Web Self-care password.

2. Select the Save icon when finished.



Settings:• Here you can choose the language to be used on your self-care web interface.

1. Select the Drop-down menu button.A. Select the desired language.

I. The default language is EnglishB. Select the Save icon when finished.

2. Service Password:A. This field provides the Service password required to register the account to the associated device.



Change Password:• Here you can change your current password for the self-care portal.

1. Enter the Old Password in the text boxA. The login information was supplied in the welcome letter.B. If you cannot remember the password.

I. Refer to Introduction - Section 2-3 - “Logging into the Self-Care Portal - Resetting your Password”.II. Contact Technical Support to have the password reset.

2. Enter the New Password.3. Confirm the New Password.

A. Text field border will turn RED if the passwords do not match.B. When you select the field a message for the mismatch will appear.

4. Select the Save icon when finished.5. Errors in password information.

A. An error window will open.

I. Select the “X” button to close the window.B. If you cannot remember the old password.

I. Refer to Introduction - Section 2-3 - “Logging into the Self-Care Portal - Resetting your Password”.II. Contact Technical Support to have the password reset.


Chapter 4 - IP Centrex PortaOne - Account Self-care Interface

IP Centrex Tab:• This tab allows you to view your external numbers, and configure call screening, voice mail and other services.

• Access to the features are determined by the type of line which has been ordered.• Some Feature access will allow viewing of the information, yet not allow changes to the feature.

• Access to changing a feature is determined by the level of access permitted by the provider.• Contact the provider for changes to features not permitted by your access level.

• Features not provisioned on the line are not visible to the user.• Contact your Provider (Agent, Sales Person or Customer Service Representative) to have features added

or removed.• Below are examples of account feature access as seen in the left hand panel.

• Each product type assigned to a line will appear differently depending on the features of the product.



General:

1. Associated Number:A. This field may be used for various purposes depending on the services offered by your provider. B. This field is currently not utilized.

2. Preferred IVR Language:A. Here you can select the language you prefer for interacting with an IVR application.

I. Select the Drop-down menu icon.II. Select the desired language.

a. The default language is EnglishIII. Select the Save icon when finished.

Section 03-pg.13 Ironton Telephone Company - October 16, 2017


Incoming Calls:• Here you can set the parameters for incoming calls.

1. Default Answering Mode:• This option specifies the method for processing incoming calls.A. Select the Drop-down Menu.B. Select the desired Answer Mode in the Drop-down Menu.

I. Ring, Forward, Voicemail.• Select this option when forwarding and voice mail is setup on the line.a. Call rings account telephone or device.b. If no answer, call forwards to programmed number/s.

01. Refer to Section 06- “Call Forwarding”.c. If no answer, call goes to voice mail.

II. Ring Then Forward.• Select this option when No Voice mail has been setup on the line.• Select this option when you desire calls to go to Voice mail of a forwarded to number.a. Call rings account telephone or device.b. If no answer, call forwards to programmed number/s.

01. Refer to Section 06- “Call Forwarding”.III. Ring Then Voicemail.

• Select this option when No type of forwarding is setup on the line.01. Call rings account telephone or device.02. If no answer, call goes to voice mail.

IV. Forward Then Voicemail.• Select this option when you do not wish for the call to ring your account phone or device.• Select this option when a Hosted device or phone is NOT registering due to a Network or Device

Failure.a. Call forwards to programmed number/s.

01. Refer to Section 06- “Call Forwarding”.b. If no answer, call goes to voice mail.

V. Ring Only.• Select this option when No Forwarding or Voice mail is setup on the line.• Select this option when using an Answering Machine.a. Call rings account telephone or device.

VI. Forward Only.• Select this option when calls are being forwarded directly to another number.• Select this option when a Telephone System is NOT registering due to a Network or PBX Failure.a. Call forwards to programmed number/s.

01. Refer to Section 06- “Call Forwarding”.



VII. Voicemail Only.• Select this option when you wish to send all calls directly to Voice mail.

VIII. Reject.• Select this option when you do not wish to receive calls on your telephone or device and you do not

wish for them to be able to leave a voice mail message.a. Caller Receives the message “The user you are trying to reach is unavailable”.

C. Select the Save icon when Finished.• Note:

• Accounts with an Auto Attendent do not have any Default Answer Mode options.• Calls are routed directly to the Auto Attendant.

2. Timeout:A. This option specifies how long the IP phone will ring before a call goes to follow-me numbers or voicemail (if

any).

3. Ext-to-ext Call Distinctive Ring:• For incoming calls from phones within the IP Centrex environment, use a ring pattern that is different from the

default tone.• Note: The phones being purchased also need to support this option to function correctly.A. Select the Drop-down Menu.B. Select the desired Mode in the Drop-down Menu.

I. Customer’s Default.a. All calls ring normally.

II. No.a. All calls ring normally.

III. Yesa. Changes ring type of calls within the system.

4. Caller Info:• This option displays caller info for incoming calls • This option is set by the provider.

5. Call Waiting:• Indicates the status of the Call Waiting function.• This option is set by the provider.

6. Endpoint Redirection:• This allows you to configure call redirection on your SIP phones (if this feature is supported by the SIP

phone).• This option can only be activated by the provider.

• This option is Disabled.• Contact your Provider (Agent, Sales Person or Customer Service Representative) to have features added

or removed.



Call Forwarding:• Forwarding allows you to redirect all calls to another telephone number or URI.

• What call forwarding does for you:• Eliminates missed calls.• Calls can follow you wherever you go.• Eliminates waiting for important calls.• Enhances home security when you are away.

• There are several types of forwarding:• Follow-me• Advanced Forwarding• Simple Forwarding• Forward to PBX (SIP URI)

• You may change the mode (order, random or simultaneous) for your forward ringing strategy on this page. • The configuration for Forwarding is only available for the phone if it is enabled. • NOTE: Call Waiting, Individual Account Forwarding and Voice Mail can effect forwarding to multiple numbers.

• Refer to Section 06-5 - “How Account Settings Effect Call Forwarding”

1. Enabling Call Forwarding:

A. Select the Call Forwarding Check box.I. The Call Forwarding options will appear.

a. The default mode is Follow-Me.

continued ....



2. Changing the Call Forwarding Mode.• Changing the Call Forwarding mode will delete any existing settings.

A. Select the drop-down menu icon.I. The drop-down menu will open.

B. Select the desired option.I. Refer to Section 4-3 - Section 4-6 - “Follow-Me - Forward to SIP URI”.

3. Follow-me:• Follow-Me is the default option for forwarding.• You can configure it so that each of these destinations will be used during its own time period.A. Forward Ring Strategy.

I. Select the Drop-down Menu for the forward ringing strategy.II. Select the Ring Strategy desired when multiple numbers are required.

a. Order:01. This type of forwarding steps through the list of numbers in order to reach the destinations.

b. Random:01. This type of forwarding randomly steps through the list of numbers in no particular order to reach

the destinations.c. Simultaneous:

01. This type of forwarding sends the call to all numbers on the list in order to reach the destinations.



B. No Answer Forwarding Time (in seconds).I. Enter the desired time in the text box.II. Or use the up and down arrows to change the time interval.

C. Adding a number to Follow-Me.I. Select the Add New Number icon at the bottom of the screen.II. The Editing Forwarding Screen will appear.

a. Select Show Advanced Settings Arrow to open the settings.III. Select the Enable rule Check box if required.IV. Description:

a. Enter a short description for this number in the text box.V. Number:

a. Enter the number for redirecting calls to in the text box.01. (e.g. 15555551234).

VI. Calling Party Display:a. Select the Drop-down Menu.b. Choose how to display the caller’s info during forwarding:

01. Select Caller Number and Name to see the phone number and the name of the original caller.02. Select Caller Number and Forwarder Name, to see the caller and the forwarder’s name.03. Select Forwarder Number and Name to see the phone number and the name of the forwarder.

VII. Ring for:• Sets the number of seconds in which the call will ring.

• Please note when adjusting the Ring For time Take into account the time it takes to ring at the “Forwarded to Numbers” when voice mail is assigned to that number.

• To prevent calls from going to the Forward to Numbers voice mail, the Ring for time must be shorter then the transfer to voice mail time for that number.

a. Enter the new value in the text box.b. Or use the up and down arrows to change the time interval.

VIII. Ring Schedule:• The period during which the number is used. I

• If you check the box next to Always, the call will always be forwarded to the destination. • If you want to forward calls to a destination only during a specific time period, check the box next to

Only to define that time interval.



a. Check the box next to “Only at the following time interval”.b. Select the Period Wizard icon.

c. The Period Wizard window will open.01. Refer to Chapter 5 - “Period Wizard” for detailed instructions.

02. Enter the Start & End Time in the text boxes.i) Or open the drop-down menu to change the time interval.• Time is set using a 24 hour format.• For time Periods Traversing midnight, two time periods must be entered.

• 5pm to midnight

• Midnight to 8am

03. Enter Day of the month if desired in the text box.• This Section may require changing on a monthly basis.

04. Select the Days of the week to include in the time period.i) Select All Days button to include the entire week.

05. Select the Days of the week to include in the time period.i) Select All Months button to include the entire year.

06. Select the Include New Period icon to add the new time period07. Select the Finish button to complete the entry.08. Select the Cancel button to cancel the entry and return to the Edit Forwarding

screen.d. Click the Save icon to save the results of your work.



4. Advanced Forwarding:• This type of forwarding is only available when your provider has established the Advanced Forwarding mode

for you. • This is similar to the Follow-me mode, but has some extra options that allow you to route calls to SIP URI.

• You can configure it so that each of these destinations will be used during its own time period.A. Forward Ring Strategy.

I. Select the Drop-down Menu for the forward ringing strategy.II. Select the Ring Strategy desired when multiple numbers are required.

a. Order:01. This type of forwarding steps through the list of numbers in order to reach the destinations.

b. Random:01. This type of forwarding randomly steps through the list of numbers in no particular order to reach

the destinations.c. Simultaneous:

01. This type of forwarding sends the call to all numbers on the list in order to reach the destinations.B. No Answer Forwarding Time (in seconds).

I. Enter the desired time in the text box.II. Or use the up and down arrows to change the time interval.



C. Adding a number to Advanced Forwarding.I. Select the Add New Number icon at the bottom of the screen.II. The Editing Forwarding Screen will appear.

a. Select Show Advanced Settings Arrow to open the settings.III. Select the Enable rule Check box if required.IV. Description:

a. Enter a short description for this number in the text box.V. Number:

• This option may not be used when directing to a SIP Proxy.• Consult your customer support personnel.

a. Enter the number for redirecting calls to in the text box.01. (e.g. 15555551234).

VI. SIP Proxy:• This option may not be used unless directing to a SIP Proxy.

• Consult your customer support personnel.• The list of allowable SIP proxy addresses is managed by your provider.a. Select the drop-down menu icon.

01. Select the desired SIP URI from the drop-down menu.

02. No SIP Proxy available for selection.i) Contact your Salesperson or Customer Service Representative to have the desired IP address

entered into the account.VII. Transport Protocol:

• This enables you to choose the UDP or TCP transport protocol. You can use the TCP protocol instead of UDP for SIP communications with PBXs that do not support UDP.

a. Select the drop-down menu icon.01. Select the desired protocol from the drop-down menu.

• The default protocol of UDP may not require changing.VIII. Keep Original CLD:

• This option ensures that the originally dialed number is present in the call information when forwarding a call to SIP URI.

a. Select the check box to enable this option.



IX. Calling Party Display:a. Select the Drop-down Menu.b. Choose how to display the caller’s info during forwarding:

• Select Caller Number and Name to see the phone number and the name of the original caller.• Select Caller Number and Forwarder Name, to see the caller and the forwarder’s name.• Select Forwarder Number and Name to see the phone number and the name of the forwarder.

X. Ring for:• Sets the number of seconds in which the call will ring.

• Please note when adjusting the Ring For time Take into account the time it takes to ring at the “Forwarded to Numbers” when voice mail is assigned to that number.

• To prevent calls from going to the Forward to Numbers voice mail, the Ring for time must be shorter then the transfer to voice mail time for that number.

a. Enter the new value in the text box.b. Or use the up and down arrows to change the time interval.

XI. Ring Schedule:• The period during which the number is used.

• If you check the box next to Always, the call will always be forwarded to the destination. • If you want to forward calls to a destination only during a specific time period, check the box next to

Only to define that time interval.a. Refer to Section 06-1-C-VIII - “Forwarding - Follow-me - Ring Schedule”.b. Refer to Chapter 5 - “Period Wizard” for detailed instructions.

D. Select the Save icon to save the results of your work.

5. Simple Forwarding:• This type of forwarding is only available when your provider has established the Advanced Forwarding mode

for you. The simplest type of forwarding is to specify a single phone number that all calls will be sent to (must be determined by your provider).

I. Enter the number you wish to forward the account to in the text box.a. Enter the number in an 11 digit format.

01. Example - 15551234567.II. Select the Save icon to save the results of your work.



6. Forward to SIP URI (PBX):• This type of forwarding is only available when your provider has established the Forward to PBX mode for you.

• This feature is available only if this functionality is enabled by your provider.• Consult your Sales Representative or Vendor before making any changes to this type of forwarding.

• Forward to PBX allows to specify not only a destination phone number but also an IP address for calls to be forwarded to.

• This is useful when calls have to be routed directly to an external SIP proxy.

A. Provide the available SIP Proxy of the PBX to your Agent, VAR, Salesperson or Customer Service Representative.I. Consult your PBX vendor or IT professional for this information.II. The SIP Poxy’s must be entered by your provider before selections can be made.

B. It is recommended the provider makes changes to this section.I. Contact your provider prior to performing any of the following changes.

a. Installation of a new ISP provider.b. Any IP changes within the ISP.c. Any Internal network changes.

C. Sending calls to the SIP Proxy of the PBX.• The list of allowable SIP proxy addresses is managed by your provider.

I. Select the drop-down menu icon.a. Select the desired SIP URI from the drop-down menu.

D. Sending calls to a specific account of the PBX Sip Proxy.I. Select the drop-down menu icon.

a. Select the desired SIP URI from the drop-down menu.

II. Enter the Account ID in the text box left of the & sign.



7. How Account Settings Effect Call Forwarding:• Consult your Provider (Agent, Sales Person or Customer Service Representative) when setting up forwards to

multiple SIP accounts in your business.• Forwarding to SIP Accounts.

• Incoming calls will follow the “forwarded to” account setup before advancing when multiple accounts are setup in the following Forward Modes.• Follow-Me• Advanced Forwarding

• Options effecting call forwarding in accounts are as follows:• Default Answer Mode• Voice Mail• Call Waiting• Forward Mode

• Timeout, sec• Follow Me or Advanced Forwarding

• Timeout, sec

A. Forwarding to SIP Accounts:I. Account is forwarded to 3 SIP Accounts.II. Forwarding is setup as Order.

a. Call rings first account for 15 seconds.b. Rolls to second account and rings for 15 seconds if call is not answered.c. Rolls to third account and rings for 15 seconds if call is not answered

III. Calls will Follow each SIP Accounts call settings.a. Refer to Section 05-1 - “Incoming Calls - Default Answer Mode.”

B. Default Answer Mode:• This option specifies the method for processing incoming calls. for the account.• Incoming calls will allways follow the Default Answer Mode in the account.



I. Example:a. Ring, Forward, Voicemail

01. Call will Ring forward to account 02. then call will forward to any numbers listed in the accounts forwarding.

i) Will skip if no forwarding is setup on the account.03. then call will go to voicemail before moving to the next number in the forward.

i) Will skip if no Voice mail is setup on the account.II. Calls going to wrong locations may require the following settings:

a. Ring Only Account setup on SIP phones.01. Best option when the forward to SIP accounts require Voice Mail.02. Contact your Provider (Agent, Sales Person or Customer Service Representative) for more

information.b. Removal of forwarding on the SIP Phones calls are being forwarded to.c. Removal of voice mail on the SIP phones calls are being forwarded to.

C. Voice Mail Activated.I. Calls Forwarded to a SIP Account:

a. Call will follow the accounts Answer Mode if unanswered or busy.01. Set the time out seconds shorter then the time required to go to voice mail to advance to the next

account in the forwarding.b. Call will not advance and go to the accounts mailbox when account is busy.

II. Cell Phones.a. Set the time out seconds shorter then the time required to go to voice mail to advance to the next

account in the forwarding.b. Forwarding to cell phones with voice mail may require default setting of 15 seconds or less to prevent

calls from going to the cell phone’s voice mail.D. Call waiting:

• Allows a second call to ring and be answered on an account when the user is on the phone.I. Call Waiting Enabled.

a. Calls forwarded to a busy SIP account will ring to the account for the timeout set in the forwarding mode.

b. Call will follow next step in the accounts Answer Mode if unanswered.c. Once Call Steps through the Default Answer Mode Settings the call will advance to the next account

setup in the Forwarding.II. Call waiting Disabled.

a. Calls forwarded to a busy SIP account advance to the next step in the Default Answer Mode and not ring the busy phone.

b. Once Call Steps through the Default Answer Mode Settings the call will advance to the next account setup in the Forwarding.

E. Timeout, Sec:I. Unanswered incoming calls will follow the Timeout, sec settings for advancement to the next forward to

account or number.II. Timeout settings for the forwarded to account or number must be lower then the Timeout, sec in the

Forward Mode of the original forwarding.



Call Screening• This section allows you to view and define a list of rules for handling incoming calls. • Please Contact Technical Support with any questions regarding this section.• This feature is available only if this functionality is enabled by your provider.

• The Feature will not appear as an option on the left column if not enabled by your provider.

1. Adding a New Rule:A. Select the Add new rule Icon at the bottom of the page.

I. The Edit Call Screening Rule window will open.

B. Select the Enable rule Check box if required.• Allows you to temporarily disable a rule without actually deleting it (so it can be used later on).

C. Action:• Specifies which actions should be taken if a particular phone call satisfies the conditions for this rule.I. Select the drop-down menu.II. Select the desired Answer Mode in the Menu.

a. Refer to Section 03- “Incoming Calls”.01. Descriptions of each Action.



D. Time Filter:• Allows you to select a condition applicable to the time when a call is made.I. Select the drop-down menu.II. Select the desired Time Filter option from the menu.

a. Create New Time Filter.01. Use to specify a specific time Period.

b. Anytime01. Use for 24 hour time period.

E. Time Filter Name:I. Enter the name for a new time window. II. To set specific parameters for your Time Window:

a. Click the icon to define the interval. b. The Period Wizard window will open.

01. Refer to Chapter 5 - “Period Wizard” for detailed instructions.F. Caller’s Number Filter:

I. Caller’s Number Filter Group:• Allows you to select a condition applicable to an incoming phone number (phone number of a person

trying to contact you).• Use this option to create a caller Rejection List.

• Also Known as Selective Call Rejection.• Below is an Example of setting up a Call rejection List.

a. Select the drop-down menu.b. Select the desired Callers Number Group option in the Menu.

01. Create Callers Number Group.• Use to specify specific calling number/s.i) Continue to Filter Group Name.ii) Or Select a Group from the drop-down.

02. Anywhere• Use for all inbound callers.i) Using this Option will remove all other Caller’s Number Filter options.



II. Filter Group Name:a. Enter the name for the new Filter Group in the text box.

III. Number: a. Enter the number you wish to add to the list in the text box.

01. Select the Add Icon to add it to the list.IV. Number List

• The numbers you have added to the group are displayed here.a. Deleting a number from the list.

01. Select the “X” to the right of the number.02. Select the “X” on the top right of the List to Delete the entire List.

G. Incoming Number Filter:• The following fields are similar to both Caller’s and Incoming Number Filter Group.• These Numbers may be predefined Aliases associated with the account.I. Incoming Number Filter Group:

• Allows you to select a condition applicable to one of your phone numbers that a person tries to contact you.

a. Select the drop-down menu.b. Select the desired Callers Number Group option in the Menu.

01. Create Callers Number Group.• Use to specify specific calling number/s.i) Continue to Filter Group Name.ii) Or Select a Group from the drop-down.

02. Anywhere• Use for all inbound callers.i) Using this Option will remove all other Caller’s Number Filter options.

II. Filter Group Name:a. Enter the name for the new Filter Group in the text box.

III. Number:a. Enter the number you wish to add to the list in the text box.

01. Select the Add Icon to add it to the list.IV. Number List

• The numbers you have added to the group are displayed here.a. Deleting a number from the list.

01. Select the “X” to the right of the number.02. Select the “X” on the top right of the List to Delete the entire List.

H. Select the Save Icon to save the results of your work.I. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

• NOTE: If a user modifies already created filter groups then the changes are applied for all other call screening rules where these filter groups are used.

• NOTE: Please Refer to - “Product Note - Using Alias’ “



2. Editing a Rule:

A. Select the Edit Icon to the left of the rule you wish to change.B. The Edit Call Screening Rule window will open.

C. Edit the desired entries.I. Refer to Section 05-1 - “Call Screening - Adding a New Rule” for details on each option.

D. Select the Save Icon to save the results of your work.E. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

3. Deleting a Rule:

A. Select the “X” to the right of the rule.B. A Delete Confirmation Window will open.

I. Select Yes to Complete the deletion.II. Select No to Cancel the deletion



4. Caller’s Groups:• The List of Caller’s Number Filter Groups used by Call Screening.• Groups can be built in this section prior to their use in Call Screening.

• Refer to Section 05-1-F “Call Screening - Caller’s Number Filter”:

A. Adding a New Rule:I. Select the Add new rule Icon at the bottom of the page.

a. The Edit Caller’s Group rule window will open.

II. Enter the Following Information.a. Filter Group Name:

01. Enter the name for the new Filter Group in the text box.b. Number:

01. Enter the number you wish to add to the list in the text box.i) Select the Add Icon to add it to the list.

c. Number List • The numbers you have added to the group are displayed here.

III. Select the Save Icon to save the results of your work.IV. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

B. Deleting a number from a rule.I. Select the Edit Icon to the left of the rule you wish to change.

II. The Caller’s Groups Rule will open.a. Select the “X” to the right of the number to be deleted.b. Select the “X” on the top right of the List to Delete the entire List.




C. Deleting a Rule:

I. Select the “X” to the right of the rule.II. A Delete Confirmation Window will open.

a. Select Yes to Complete the deletion.b. Select No to Cancel the deletion


5. Own Number Group:• The List of Subscriber’s Numbers used in the account.

• These Numbers may be predefined Aliases associated with the account.• Groups can be built in this section prior to their use in Call Screening.

• Refer to Section 05-1-F “Call Screening - Caller’s Number Filter”:

• Please Contact Technical Support with any questions regarding this section.



6. Time Filters:• The List of all associated Time Filters setup on the account.

A. Adding a New Time Filter.I. Select the Add new rule Icon at the bottom left of the page.

a. The Time Filter window will open.

II. Enter the desired Time Period.• Refer to Chapter 5 - “Period Wizard” for detailed instructions.

III. Saving the results of your work.a. Select the Finish button to complete the entry.b. Select the Cancel button to cancel the entry and return to the Edit Forwarding screen.• ORc. Select the Save Icon to save the results of your work.d. Select the Back Icon to cancel the entries and return to the Main Call Screening window.



Conferences: (Optional Subscription)• This tab allows you to create and manage your conferences (virtual conference rooms).• This feature is available only if this functionality is enabled by your provider.


1. Create a New Conference:A. Select the Add Conference Icon.B. The Edit Conference window will open.

C. Enter the following Information to setup the conference.I. Name:

• A description of your conference..a. Enter the description in the text box.

01. This is a mandatory field.II. Maximum Participants

• You can limit the maximum allowed number of concurrent connections to the meeting room. a. Enter the Maximum number allowed in the text box.

01. You may not specify a higher value here than the Number of Simultaneous Participants assigned by your administrator to your account.i) Hover over field to see error.



III. Announced Conference Name:• Upload a sound file with the name of the conference as it will be announced to people joining it.

a. Record Directly from Computer.• A Microphone configured on the computer is required.01. Select the Record button to begin recording.02. Select the Stop button to end recording.03. Select the Play button to review the recording.

b. Upload recorded file:01. Select the Browse button.02. Select desired File.03. Select the Open button to upload file.

D. Schedule • Specify the date and time when the conference will start.• Conferences with a Specific Time will be automatically deleted at the end of the conference date.

I. Time Zone: a. Designated by Account Settings.

II. Start Time:a. Select the Calendar Icon.b. Select the Desired Date for the conference.

01. Navigate the month using the direction arrows.c. Select the drop-down menu for the time of Day.

01. Select the Specific Hour and Minute.i) Time is Set using a 24 hour clock.

III. Duration • In order to prevent service abuse, you must specify the maximum allowed conference duration (in

minutes).a. Select the drop-down menu.b. Select the desired Time duration.



IV. Create a Permanently Active Conference:• Maximum Session Time: If you are creating a “meeting room” (a permanently active conference), specify

the maximum time that a single participant can stay in the conference. • This is also done to prevent potential service abuse.

E. Access Codes:• Access codes are created automatically.

I. You can generate a new set of codes by clicking the Generate button.F. Options:

• Activate Option:• Select the Check box next to the option.

• Disable Option:• Remove the check from the box.

I. Video Conference:• Activate option, if you want to have a Video Conference.

II. Wait for Moderator:• If activated, conference participants will not be able to communicate with each other until the host

(moderator) arrives.III. Announce Joining or Leaving Participants:

• If activated, each participant will be asked to record his or her name initially. When he or she enters the conference, all the other participants will hear “….... has joined the conference”; and when he or she leaves, the other participants will be informed of this as well.

IV. Enable Music on Hold:• When activated, the first conference participant will hear music while on hold until the second

conference participant arrives and joins the conference.• Upload a sound file first if you want to use this option.

G. Select the Save Icon to save the results of your work.H. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

2. Accessing the conference: A. Dial the Conference Access Number from any phone.

I. Please contact your provider for the Conference Access Number assigned to you.B. Moderator:

I. Enter the Moderator access code.II. If Wait for Moderator option is not activated, The Moderator can use the User access code.

C. Guests:I. The other participants will enter the User access code.II. Announce Joining or Leaving Participants Activated:

a. Guests will be asked to speak their name and press the pound key.b. Guests will be asked to verify their recording,



3. Deleting a Conference:• Conferences with a Specific Time will be automatically deleted at the end of the conference date.

A. Select the “X” in the delete column next to the conference.

4. Navigating the conferences:

A. Show Conference:• Use these Icons to show Current, Past,Future or All conferences:

B. Show Advanced Filter:• Use this search feature to find specific conferences by date or name.

I. Search by Name:a. Enter the desired Conference Name in the text filed.b. Press Enter on keyboard.

II. Search by Date:a. Select the Calendar Icon.b. Select the Desired Date for the conference.

01. Navigate the month using the direction arrows.c. Once you select the desired date, the screen will update.d. Select Today for current date.

C. Show Base Filter:I. Select this Icon to return to the default Criteria.



Voice Mail:• This tab allows you to configure the voice mailbox, view messages left by callers and program your own set of

menus for auto attendant.• Once the user chooses the Voice mail tab you will be prompted to go to the Unified Messaging (UM) Web

Interface to check the mailbox.• No Prompt will appear if there are no new messages in the mailbox.

• This feature is available only if this functionality is enabled by your provider.• The Feature will not appear as an option on the left column if not enabled by your provider.

1. Main Screen:A. Voicemail, messages left by callers in your mailbox.:

I. Specifies whether Unified Messaging (Voice mail) is enabled on the account.II. Depending on your needs, you may activate / deactivate Voicemail by selecting or clearing the checkbox.

B. Go to UM Web Interface button.I. Select this button to access the Unified Messaging system.

a. View and listen to messages left by callersII. A new window will open in the browser.

a. Refer to - “PortaUM_Interfaces_MR45 - Web Interface”.

Note:• You will also find these tabs under Voicemail:

• Mode• Voice Menu• External E-mail• Greetings• Mailbox Display Options• Message Display Options• Folder Preferences

Continued .......



2. Mode:• The Mode tab allows you to select the Fax-only or Voicemail mode for your phone line.

A. Select the radio button for the desired transfer option.I. Voice mail:

• Voice mail is the default option.a. Activates the number allow all voice mail features.

01. When the Voicemail mode is selected for the phone line, this allows a caller to leave a voice message which can be listened to later.

II. Fax-onlya. The phone line will serve as a dedicated fax line.b. When the Fax-only mode is selected (e.g. for a phone line that represents a number), every incoming

call to this number will be answered with “start fax” tones, indicating that it will only receive fax messages.

B. Select the Save Icon to save the results of your work.

Continued .......



3. Voice Menu:• The Voice Menu tab allows you to set options for your mailbox when accessing the Unified Messenger through

the telephone interface.

A. Password:• 777 is the default password.

• It is Recommended to change the Default Password once the Mailbox is assigned to a user.I. To change the Password.

a. Highlight or Delete the correct password in the text box.b. Enter a new password in the text box.

01. Password can be 2 to 28 numerical characters.B. Always Ask For Password:

I. Check this box to always prompt for a password when accessing the mailbox.C. Prompt Levels:

• This setting extends or reduces the wordage in the prompts when accessing the mailbox.I. Select the radio button for the desired transfer option.

a. “Standard” is the default setting.01. “Please enter your account”

b. Select “Extended” to enhance the prompts provided.01. “Please enter your account number and press pound”

c. Select “Rapid” to shorten the prompts provided.01. “Account”

D. Announce Date & Time:I. Check this box to play the Date & Time the message was recorded.

E. Auto Play:• This option sets the mail box to automatically play the new messages when you access the mail box.I. Check this box to activate this option

F. Select the Save Icon to save the results of your work.

continued .....



4. External E-mail:• The External E-mail tab allows the user to forward messages to an external e-mail box. • When a new message arrives to your mailbox, a full copy of the message or simply a short notification can be

sent to your other e-mail address.

A. E-mail:I. Enter your e-mail address in the text box.

a. Use a comma to seperate multiple e-mail addresses. ([email protected],[email protected])B. Action:

• This Option determines how the voice mail message will be sent to the e-mail account. Default is none.I. Select the Drop-down Menu Icon for the delivery options.II. Select the desired option:

a. Forward:01. Forwards the message to the e-mail account.02. This option deletes the message in the mailbox.

b. Forward as Attachment:01. Forwards the message to the e-mail account as an attachment.02. This option deletes the message in the mailbox.

c. Copy:01. Sends a copy of the message to e-mail account as an attachment.02. This option DOES NOT delete the message in the mailbox.

d. Notify:01. Sends a message to the e-mail account specifying which mailbox to check.

• You have received a new voice message at your [email protected] UM account.02. This option DOES NOT delete the message in the mailbox.

e. Voice to Text:01. This IS NOT an available option at this time.

C. Voice mail Message Audio Format:• This Option determines the file format of the audio file sent along with the E-mail.I. Select the Drop-down Menu Icon for the available file types.II. Select the desired option:

a. AU:01. Best used for Apple Operating System & Apple Quick Time.

b. WAV:01. Best used for Windows Operating system & Microsoft Media Player.

c. MP3:01. Best used for Smart Phones.

D. Select the Save Icon to save the results of your work.



5. Greetings:• The Greetings tab allows you to customize your personal greetings for your voice mail. • The Standard option is set by default. • You may upload or record greetings specifically for Extended Absence, Personal and Name.

• If there is no microphone is attached to the computer, an error window may appear.• Select the OK button to close.

A. Greeting Type:I. Select the radio button for the desired transfer option.

a. Extended Absence for a message providing your full name and number.01. “Your recorded message + Beep”.

b. Personal for a recorded message of your own choice.01. “Your recorded message + Beep”.

c. Name for a system greeting with your recorded name.01. “You have reached <Recorded name>. Please leave a message. + Beep”.

d. Standard for the systems general message.01. “The person you are trying to reach is not available. Please leave a message. + Beep”.

B. Recording your greeting.I. You can either upload an existing sound file using the Browse button on the right.II. Record a new greeting with a microphone attached to your computer.

• A Green Play button next to the message type indicates that a sound file already exists• A Gray Play button means no recording is currently available.a. Select the Red Record button. b. When you have finished recording, select the Stop button.

01. A blinking play button indicates that a message has been successfully recorded. C. To re-record a message:

I. Select the undo button next to the record button.a. Two buttons are active when playing back messages: play and pause.

II. Select the Red Record button. a. When you have finished recording, select the Stop button.

01. A blinking play button indicates that a message has been successfully recorded. D. Select the Save Icon to save the results of your work.



6. Mailbox Display Options:• The Mailbox Display Options tab supplies with the following options:

A. Number of Messages per Page:I. This defines the number of messages that will be shown in a given folder on a single page. II. If the folder contains more than this number, you will see “Previous” and “Next” links above and below the

list, taking you directly to the previous or next message.B. Enable Page Selector:

I. When you check this box, page numbers will be shown above and below the message list, allowing you to quickly jump to a specific message page.

C. Maximum Number of Pages to Show:I. Defines the number of pages to be displayed above and below a message list.

D. Length of From / To Field:I. Defines the number of characters that will be displayed in the From / To field. II. If you enter 0, then the full name will be visible.

E. Length of Subject Field:I. Defines the number of characters that will be displayed in the subject field. II. If you input 0, then the full subject will be visible.

F. Select the Save Icon to save the results of your work.



7. Message Display Options:• Messages forwarded to other users via e-mail cannot be replied to.• All Inbound e-mails to the UM Server are blocked.

A. Wrap Incoming Text At:I. Defines how many characters to allow before wrapping text. II. This prevents messages from scrolling far off the screen. 86 is usually a good number to enter here, but

you may change this as you desire.B. Width and Height of Editor Window:

I. Defines how wide and high your message box will be. II. This indicates the number of characters per line you will be able to type before wrapping occurs in

Compose.C. Format of Addresses Added From Address Book:

I. Select the Drop-down Menu Icon for the format options.II. Select the desired format.

D. Show HTML Version by Default:I. If a message you receive is in both text and HTML format, you can choose to see the HTML version (Yes)

or the text version (No) by default.E. Include Me in CC when I Reply All:

I. “Reply All” sends a reply to all recipients of the original message, including yourself. II. To leave your own e-mail address out, uncheck this box.

F. Enable Mailer Display:I. When viewing a message, this option displays which e-mail service or client was used by the sender.

G. Display Attached Images with Message:I. Displays the images attached to a message right as you view the message.

H. Enable Printer Friendly Clean Display:I. Cleans up the message so the printed version looks nicer.

I. Enable Mail Delivery Notification:I. Enables (or disables) automatic notification that a message has been delivered.

J. Prepend Signature before Reply / Forward Text:I. Attaches the signature you defined under the Signature tab in Personal Information.

K. Sort by Received Date:I. Sorts all the messages by the order they were received.

L. Select the Save Icon to save the results of your work.



8. Folder Preferences:

A. Trash Folder:• Specifies which folder messages will go to when you delete them.I. Change Options:

a. Select the Drop-down Menu Icon for the folder options.b. Select the desired option.

II. Disable (do not use Trash) trash folder.a. Currently this option is only available by accessing the UM portal.b. Refer to - “PortaUM_Interfaces_MR50”

B. Draft Folder:• Specifies which folder messages you save as drafts will go to.I. Change Options:


II. Disable (do not use Draft) draft folder.a. Currently this option is only available by accessing the UM portal.b. Refer to - “PortaUM_Interfaces_MR50”

C. Sent Folder:• Specifies the folder where sent items are saved.I. Change Options:


II. Disable (do not use Trash) trash folder.a. Currently this option is only available by accessing the UM portal.b. Refer to - “PortaUM_Interfaces_MR50”



D. Enable Unread Message Notification:• This option specifies how to display unseen (unread) messages in the folder list in your browser window. I. Change Options:

a. Select the Drop-down Menu Icon for the notification options.b. Select the desired option.

01. No Notification:i) The user will not be notified of unseen messages.

02. Only INBOX:i) The inbox heading will become bold when you have new messages, and a number will appear

to the right of it indicating how many new messages are in it. 03. All Folders:

i) The same will happen in all folders. II. If you notice that the folder list is loading very slowly, setting this to “Only INBOX” or “No Notification”

should speed it up.E. Unread Message Notification Type:

• When new messages are in a folder, this option indicates whether to display the number of new messages only, or the total number of messages in that folder as well.

I. Change Options:a. Select the Drop-down Menu Icon for the notification options.b. Select the desired option.

F. Enable Cumulative Unread Message Notification:• This controls the behavior of the message counter that is displayed next to each folder in the folder list.

• If the box is checked and the folder contains sub-folders, then once it is collapsed, the message count will include all of the messages within all of the sub-folders of that folder.

G. Memory Search:• This option defines how many mailbox searches will be saved.

• If you search a mailbox, the search can be saved for quick access later. I. Change Options:

a. Select the Drop-down Menu Icon for the notification options.b. Select the desired option.

H. Select the Save Icon to save the results of your work.



Faxes:• The Faxes tab gives you an opportunity to choose one of the following output formats:

• One PNG file per page• Supported programs:

• http://fileinfo.com/extension/png• One TIFF file per page• Multipage TIFF file

• Supported programs:• http://fileinfo.com/extension/tiff

• Multipage PDF file• Default Option• Supported Programs:

• http://fileinfo.com/extension/pdf• This feature is available only if this functionality is enabled by your provider.


1. Change Options:A. Select the Drop-down Menu Icon for the notification options.B. Select the desired option.

I. Multipage PDF file.a. This is the Default Option.



Auto Attendant:• On the Auto Attendant page you can program your own set of menus for auto attendant, from a simple

message such as “I am on vacation right now, press 1 to connect to my assistant” to a complex menu system with various options for small or medium-sized businesses.

• You can program the voice dialog from your web browser, record voice prompts using a microphone on your PC or upload professionally recorded prompts, create multiple sub-menus and define an activity period for each of them, program your company’s dial-by-name directory, construct multiple call queues, and so on.

• Note: This option is only active if your provider has enabled the Auto Attendant service for you.• The Feature will not appear as an option on the left column if not enabled by your provider.• When the Auto Attendant is activated, Incoming calls will be sent directly to the Auto Attendant.

• Contact your Provider (Agent, Sales Person or Customer Service Representative) for information in setting up the Auto Attendant, as well as, options for setting up incoming call ringing.

• Note: Additional setup and programming is required when requesting calls to ring to a PBX or SIP device before forwarding to an Auto Attendant.• Contact your Provider (Agent, Sales Person or Customer Service Representative) for information in setting

up the Auto Attendant, as well as, options for setting up incoming call ringing.

1. Basic Concept:• The Media Server’s auto attendant is composed of a set of menus. • All the menus are identical in every respect, except for the ROOT menu, which is always present and cannot

be deleted, and whose name cannot be changed.• When a caller dials the system, auto attendant will answer (connect) the call and proceed to the ROOT menu.• If a user tries to access a menu which is not currently active, the action specified in the Not Active

configuration parameter will be performed; for instance, the user may be automatically forwarded to an “after hours” menu.

• Refer to - “Product Note - Using Alias’ “• Contact your Provider (Agent, Sales Person or Customer Service Representative) for information in setting

up the Auto Attendant, as well as, options for setting up incoming call ringing.

Continued....



2. Adding a New Menu:• The Auto Attendant is composed of a set of menus.• The main screen lists all the menus available. A. Select the Add Icon.B. General Tab.

I. Enter the Name in the text filed:• A descriptive name for the menu, i.e. ‘Sales’ for a sales department.

II. Select the Time Interval under the Active field.• Time definition when the current menu is active. a. Select the Always option.

01. Sets the menu as always active.

b. Only at the following time interval.• To define a time period, only at the pre-determined time interval.01. Select the Period Wizard Icon.

i) The Period Wizard will open.02. Select the required time period in the wizard as required.

i) Refer to Chapter 5 - “Period Wizard” for detailed instructions.c. Select the Save Icon to save the results of your work.d. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

• After you have saved the menu, you can define separate prompts.

Continued....



C. Prompts Tab:I. Overview of Options:

• The Intro prompt (e.g. “Welcome to ABC Company, a XYZ solutions company!”) is played when a user enters a menu for the first time.

• After this, the Menu prompt will be played, listing all the available options (e.g. “Press 1 for sales, press 2 for technical support”), and auto attendant will collect the digits dialed by the user on his phone touch pad.

• If no input is received (time out), the Default prompt is played as many times as specified and the dialog reverts to the previous step (i.e. plays the Menu prompt and collects the user’s input).

• The native audio file format for the system is the following:• Type: NeXT/Sun (Java) file .au

Format: G.711 u-Law Attributes: 8,000 Hz, 8-bit, Mono

• Here’s a short list of supported audio file formats:

II. Uploading an Intro Greeting and Menu prompts.a. Select the Browse button.b. Select the desired file.c. Select the Open button to complete.d. Select the Green Play button to review the recording.

• A Green Play button next to the message type indicates that a sound file already exists• A Gray Play button means no recording is currently available.

e. Select the radio button left of Custom to activate the recording.f. Select the Save Icon to save the results of your work.g. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

Type Description.aiff AIFF files used on Apple IIc/IIgs and SGI..au SUN Microsystems AU files..gsm GSM 06.10 Lossy Speech Compression.mp3 MP3 Compressed Audio.ogg Ogg Vorbis Compressed Audio.raw Raw files (no header).wav Microsoft .WAV RIFF files



III. Record a new Intro & Menu greeting with a microphone attached to your computer. • A Green Play button next to the message type indicates that a sound file already exists• A Gray Play button means no recording is currently available.a. Select the Red Record button. b. When you have finished recording, select the Stop button.

01. A blinking play button indicates that a message has been successfully recorded. c. Select the radio button left of Custom to activate the recording.

IV. To re-record a message:a. Select the undo button next to the record button.

01. Two buttons are active when playing back messages: play and pause.b. Select the Red Record button.

01. When you have finished recording, select the Stop button.i) A blinking play button indicates that a message has been successfully recorded.

c. Select the Green Play button to review the recording.d. Select the Save Icon to save the results of your work.e. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

D. Actions Tab:I. Adding an Action:

a. Select the Add Icon.01. The Edit Window will open.

b. Event:• The user’s input or dialed option.01. Select the Drop-down Menu Icon for the Event option.02. Select the desired Option number.

• Not Active:• When the current menu is not active. • 0-9, #, * – User selection on telephone keypad.

• Time out:• No selection received from user.

• Fax:• Fax CNG tone detected.



c. Action:• The user’s input will be matched with the corresponding menu items, and the action associated with

this item will be performed.01. Select the Drop-down Menu Icon for the Action option.02. Select the desired action.

• Default:• Plays the Default prompt from the current menu and returns

to the “Play Menu prompt” step. • This is the action used for all menu items where the initial

value has not been modified.• Transfer:

• Transfers the call to a given telephone number or extension. • The phone number should be entered in the same format as the customer would use to dial

it from an IP phone in his IP Centrex environment.• Example, to transfer a call to extension 123, simply enter 123.

• Transfer to E.164 Number:• Transfers the call to a given number. • The number should be specified in E.164 format: the country code, followed by the area

code, and then the number (e.g. 16045551234 for Canada).• Dial extension directly:

• Transfers the call to an extension number entered by the caller from his phone. • To prevent abuse (e.g. someone attempting to enter a long-distance number in this way), you

can specify the maximum allowed number of digits in an extension (Max Size).• Prompt for extension #:

• You can specify the maximum allowed number of digits in an extension (Max Size).• Transfer to Voicemail:

• Switches to voice mail mode. • This should be designated as an action for the “Fax” event, in order to allow storage of

received faxes.• Menu “ROOT”:

• Transfers the user to the selected menu.• Directory:

• Launches this company’s dial-by-name directory. • You may select whether the corresponding Before Action prompt is to be played prior to the

action.

Continued...



d. Destination:• The number the call is transferred to.

• Only for Transfer and Transfer to E.164 Number actions.01. Enter the number in the text box.

• The phone number should be entered in the same format as the customer would use to dial it from an IP phone in his IP Centrex environment.

• To transfer a call to extension 123, simply enter 123.• To transfer to a phone number:

• The 1+ area code, and then the number (e.g. 16105551234 for North American Numbering Plan - NANPA).

• http://www.nanpa.com/• The E.164 number should be specified in E.164 format:

• The country code, followed by the area/city code, and then the number (e.g. 441980123456 for Amesbury. United Kingdom).

e. Max Size:• You can specify the maximum allowed number of digits in an extension

• Only for Prompt for extension # and Dial Extension Directly actions.01. Enter the maximum number digits to dial in the text box.

i) Example:001) Enter 4 when extensions are 4 digits long (e.g. 5432).

f. Play Before Action:• Check this box if the corresponding prompt is to be played before an action is performed.

g. File:• File name and path for the prompt file.01. Upload a pre-recorded message.02. Or, record a message from your computer.

i) Refer to Section 09-2 - “Auto Attendant - Adding a New Menu - Prompts Tab”.II. Select the Save button to save the entries.III. Select the Cancel button to remove the entries.

IV. Repeat Section 12-2-D to add more menu Actions.a. Select the Save Icon to save the results of your work.b. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

Continued...



E. Input Errors Tab:

I. Upload a prompt:a. Select the Browse button.b. Select the desired file.c. Select the Open button to complete.

II. Record a custom message with a microphone attached to your computer:01. Refer to Section 09-2-C - “Auto Attendant - Adding a New Menu - Prompts Tab”.

III. Replay Menu, Tines:• Specifies how many times the Auto-Attendant menu should be played if there is no input.

• The default value is 3.a. Enter the Replay time in the text field.b. Or, Select the Up & Down arrows to change the Replay Times.

IV. Select the Save Icon to save the results of your work.V. Select the Back Icon to cancel the entries and return to the Main Call Screening window.

3. Modifying an existing menu:• The Auto Attendant is composed of a set of menus.• The main screen lists all the menus available. A. Select the Edit Icon or simply double-click the line in the window.

I. The Auto Attendant window will open on the General Tab.B. Refer to Section 09-2 - “Auto Attendant - Adding a New Menu”.



4. Sample 24 hour Auto Attendant:• Contact your Provider (Agent, Sales Person or Customer Service Representative) for information in setting up

the Auto Attendant, as well as, options for setting up incoming call ringing.

A. Auto Attendant Layout. and Documentation.I. Prompts

a. Introduction:01. Thank you for Calling ABC company. Our menu options have changed. Please listen to the entire

menu before making a selection.b. Menu:

01. For Sales Press 1. For Billing Press 2. For Customer service Press 3. If you know your party’s extension press star or for our business hours press 9.

II. Events and Actions:a. 1 = Ring Sales phones 610.928.8473 & 610.928.8493.

01. Hunt Group 001b. 2 = Ring Billing phone 610.928.8487.c. 3 = Ring Customer Service phones 610.928.8496 & 610.928.8499.

01. Hunt group 002d. 9 = Recording for Business hourse. * = Prompt for extension #

B. Creating a menu for Business Hours.I. Select the Add button.

a. The General Tab will open for the menu.

b. Enter the name of the menu in the text box.

continued...



II. Select the Prompts Tab.

a. Record or upload your Hours in the Menu Options.01. Refer to Section 09-2-C - “Auto Attendant - Adding a New Menu - Prompts Tab”02. Select the Custom Radio button to activate the recordings.

b. Test the recordings by selecting the Play button.III. Select the Actions Tab:

a. Select the Add button.01. The Action Options will open.

b. Select the Drop-down Menu Icon for the Event option.01. Select the Timeout Option in the list.

c. Select the Drop-down Menu Icon for the Action option.01. Select the Menu ‘ROOT’ Option in the list.

d. Select the Save button when finished.



IV. Select the Input Errors Tab:

a. Replay Menu:• The number of times you wish the hours recording to play before returning to the main menu.01. Use the Up and Down arrows to change the times.02. or Enter the times in the text box.

V. Select the Save Icon to save the results of your work.VI. Select the Back Icon to return to the menu list window.

C. Building the Root Menu.I. Select the Edit Icon next to the ROOT menu.

a. The Auto Attendant window will open on the General Tab.• Since this Auto Attendent is required to run 24 hours a day, this tab does not have to be altered.

II. Select the Prompts Tab.

a. Record or upload your Introduction.01. Refer to Section 09-2-C - “Auto Attendant - Adding a New Menu - Prompts Tab”02. Select the Custom Radio button to activate the recordings.



b. Record or upload your Menu Options.01. Refer to Section 09-2-C - “Auto Attendant - Adding a New Menu - Prompts Tab”02. Select the Custom Radio button to activate the recordings.

c. Test the recordings by selecting the Play button.III. Select the Actions Tab:

• The screen shot below represents the completed menu.• Refer to Section 09-4-A-II - “Sample 24 hour Auto Attendant - Events and Actions”

a. Select the Add Icon.01. The Edit Window will open.

i) Follow each step from a through h for each even listed in step b.b. Event:

• The user’s input or dialed option.01. Select the Drop-down Menu Icon for the Event option.02. Select the desired Option number.

i) Events as per desired setup.001) 1 = Ring Sales phones.002) 2 = Ring Billing phone.003) 3 = Ring Customer Service phones004) 9 = Recording for Business hours005) * = Prompt for extension #

c. Action:01. Select the Drop-down Menu Icon for the Action option.02. Select the desired action.

i) Actions as per desired setup.001) 1 = Transfer002) 2 = Transfer003) 3 = Transfer004) 9 = Menu “Hours”005) * = Prompt for extension #

Continued...



d. Destination:• The number the call is transferred to.

• Only for Transfer and Transfer to E.164 Number actions.01. Enter the number in the text box.

i) Destinations as per desired setup.001) 1 = 001

• Ring Sales phones - Hunt Group 001002) 2 = 16109288487

• Ring Billing phone - 610.928.8487003) 3 = 002

• Ring Customer Service phones - Hunt group 002ii) Match the number if digits in the Hunt Group list.

001) .Refer to - Customer Self-care Interface.002) Your provider can provide a list of extension numbers.

e. Max Size.• You can specify the maximum allowed number of digits in an extension

• Only for Prompt for extension # and Dial Extension Directly actions.01. Enter the maximum number digits to dial in the text box.

i) Actions as per desired setup.001) * = 4

• Prompt for extension # - 4 digit extensionsii) Match the number if digits in the Extension list.

001) .Refer to - Customer Self-care Interface.002) Your provider can provide a list of extension numbers.

f. Play Before Action:• Check this box if the corresponding prompt is to be played before an action is performed.

i) Actions as per desired setup.001) * = Check box

01. A prompt reqesting an extension is required for this action.



g. File:• File name and path for the prompt file.01. Upload a pre-recorded message.

i) Or, record a message from your computer.

ii) Refer to Section 09-2-C - “Auto Attendant - Adding a New Menu - Prompts Tab”.

h. Select the Save button to save the entry.

i. Select the Cancel button to remove the entry.

IV. Repeat Section 13-C-III to add more Actions.a. Select the Save Icon to save the results of your work.b. Select the Back Icon to cancel the entries and return to the Main Call Screening window.





Identity:• This page displays Hide CLI by Default status defined by your provider.• The following options are available:

• No – Caller ID is shown by default.• Yes – Caller ID is hidden by default.

• Note that when making a call, you can dial the special feature access code before dialing the phone number to override the default setting.

1. Hide CLI:A. The following options are available:

I. Never:a. Always shows your CLI. The privacy service is not available to you and therefore, your phone number

will be displayed to the called party.II. Always:

a. Always hides your CLI. Privacy service is permitted and in effect. Your number will not be displayed to the called party; it will be shown as an empty line on the called UA (all calls are private).

III. Automatic:a. This allows you to flexibly configure CLI hiding. b. This option will depend on the prefix number dialed and the privacy headers provided by the UA.

2. Hide CLI by Default:A. Yes:

I. To Show the CLI:a. Dial *68 in front of number.

B. No:I. To Hide the CLI:

a. Dial *67 in front of a number.



Music on Hold:• Here you can define which music will be used for calls on hold. • This feature is available only if this functionality is enabled by your provider.


• Customers with Multiple accounts:• Adding Music on Hold to an account will override any Customer level Music on Hold Settings.• It is recommended by the provider to only make Music on Hold changes through the Customer Self-care.

1. To upload music:A. Select the Browse button.

I. An open file window will open.B. Select an audio file.

C. Select Upload.

I. The File will be added in the Music on Hold window.

D. The music will be enabled within 10 minutes.

2. Changing the selection.

A. Click the treble clef to enable / disable this feature.I. The Enabled Music file will be in Bold.II. The Disabled Music file will be in Gray.


PortaOne - Account Self-care InterfaceChapter 5 - Period Wizard

Period Wizard:• With the period definition wizard, you can easily define the time period for which a number (e.g. a follow-me

number or call screening destination) will be used. • If you want the number to be permanently active, select Always or Anytime in the section requiring a Time

Interval.• Refer to - “IP Centrex - Forwarding - Ring Schedule”• Refer to - “IP Centrex - Call Screening - Time Filters”

• To define the desired period. • Select the Period Wizard Icon in the requied.

• Times given are based on a 24-hour clock, i.e. 8pm is the same as 20:00.• The Period Wizard is intuitive and lets you configure multiple time intervals from a single page in just a few

mouse clicks.

• Time Periods may be set up in may different scenarios:• Specific times during a given day or days of the week.

• 5pm to 8am• Specific days of the week.

• Monday, Tuesday .....• Specific dates in a month.

• July 4th, Labor Day .......• Specific weeks in a month.• Specific month in a year.



Start Time:

• Time is set using a 24 hour clock.• Hours:

• 0 = 12 Midnight• 23 = 11pm

• Minutes:• Midnight time setting:

• Default time when opening the Period Wizard.• Hour = 0• Minute = 00

• For periods extending past midnight:• Refer to Section 6 - “Time Periods Traversing midnight”

1. Entering the Hour:A. Enter the Hour in the text box.B. Or open the drop-down menu to change the time interval.

I. Select the desired hour from the drop-down menu.a. Use the Slide Bar to move through the times available for selection.

2. Entering the Minutes:A. Enter the Minute in the text box.B. Or open the drop-down menu to change the time interval.

I. Select the desired minute from the drop-down menu.a. Times are in 5 minute intervals.

3. Proceed to Section 3 - “End Time”.

• Refer to Section 9 - “Sample Time Periods in Forwards”.• Refer to Section 10 - “Sample Time Filters in Call Screening”.



End Time:

• Time is set using a 24 hour clock.• Hours:

• 0 = 12 Midnight• 23 = 11pm

• Minutes:• Midnight time setting:

• Default time when opening the Period Wizard.• Hour = 23• Minute = 59

• For periods extending past midnight:• Refer to Section 6 - “Time Periods Traversing midnight”

1. Entering the Hour:A. Enter the Hour in the text box.B. Or open the drop-down menu to change the time interval.

I. Select the desired hour from the drop-down menu.a. Use the Slide Bar to move through the times available for selection.

2. Entering the Minutes:A. Enter the Minute in the text box.B. Or open the drop-down menu to change the time interval.

I. Select the desired minute from the drop-down menu.a. Times are in 5 minute intervals.

3. Proceed to Section 6 - “Days of Week”.




Time Periods Traversing Midnight:

• Each day is treated Individually.• Time Periods for a day start at Midnight 12:00 am and end 11:59 pm

• Times of 5:00 pm to 8am the following day must be split into two Times Periods.• One for each respected day.

1. Example 1:• Working Hours:

• 8am to 5pm• Non-Working hours for a work week.

• 5pm Monday to 8am TuesdayA. Add 5pm to Midnight.

I. Start Time = 17:00.II. End Time = 23:59.

B. Add Midnight to 8am.I. Start Time = 0:00.II. End Time = 08:00.

2. Example 2• Working Hours:

• 6am to 12 Noon• Non-Working Hours.

• 12 Midnight to 6am• 12 Noon to Midnight

A. Add Midnight to 6am.I. Start Time = 00:00.II. End Time = 06:00.

B. Add 12 Noon to Midnight.I. Start Time = 12:00.II. End Time = 23:59.

3. Example 3• Closed all Day.

• Midnight to Midnight.A. Add Midnight to Midnight.

I. Start Time = 00:00.II. End Time = 23.59.



Day of the Month:

• This section is for building time periods based on a specific date of the month.• This section is setup differently than all days of a week.

• Example:• National Holiday.• Inventory Week - December 13th to 19th.

1. Start and End Time:A. Enter times as desired.

I. Refer to Section 2 & 3.B. For the entire day.

I. Leave as Default.

2. Day of the Month:A. Enter the Numerical day in the text box.

I. To enter several consecutive days, seperate the first and last day with a dash.a. Example - Inventory Week - December 13th to 19th.

01. 13-19II. To Enter several non consecutive days in a month, seperate the days with a comma and a space.

a. Example - December 7 & 31.01. 7, 31

3. Month of the Year:A. Select the Month these days fall under.

4. Select the Include New Period button.A. Repeat process to enter more Times to Period.

5. To Remove a Time Period:A. Select the “X” Icon to the right of the Time Period.

6. Finish or Cancel Time Period:A. Select the Finish Button when all entries are completed.B. Select the Cancel Button to delete all entires and return to the previous window.




Days of the Week:

• This section is for selecting reoccurring days of the week.

1. Selecting All Days:A. Select the “Select All Days” button.

I. The check boxes for all days will be selected automatically.

2. Selecting Individual Days:A. Select the checkbox to the left of the desired day you wish to add.

3. Removing Individual Days:A. Select the checkbox to the left of the desired day you wish to remove.

4. Proceed to Section 7 - “Months of the Year”.




Months of the Year:

• This section is for selecting reoccurring months of the year.

1. Selecting All Months:A. Select the “Select All Days” button.

I. The check boxes for all days will be selected automatically.

B. Note:I. This Section can be skipped if the Time Period is All Months.

2. Selecting Individual Months:A. Select the checkbox to the left of the desired day you wish to add.

3. Removing Individual Months:A. Select the checkbox to the left of the desired day you wish to remove.

4. Select the Include New Period button.A. Repeat process to enter more Times to Period.

5. To Remove a Time Period:A. Select the “X” Icon to the right of the Time Period.

6. Finish or Cancel Time Period:A. Select the Finish Button when all entries are completed.B. Select the Cancel Button to delete all entires and return to the previous window.




Sample Time Periods in Forwarding:

1. Send calls to alternate number for Non-Business hours.A. Working Hours:

I. 8am to 5pm - Monday through Friday.II. 8am to 12 Noon - Saturday.III. Closed Sunday.

B. Non-Working Hours.I. 12 Midnight to 8am - Monday through Friday.II. 5pm to Midnight - Monday through Friday.III. 12 Midnight to 8am - Saturday.IV. 12 Noon to Midnight - Saturday.V. All day Sunday.

C. Adding Time Period for Monday through Friday:I. Add 5pm to Midnight.

a. Start Time = 17:00.b. End Time = 23:59.c. Select Monday through Friday check boxes.

d. Select “Select All Months” button.e. Select “Include New Period” button.

II. Add Midnight to 8am.a. Start Time = 0:00.b. End Time = 08:00.c. Select Monday through Friday check boxes.


D. Adding Time Period for Saturday:I. Add Midnight to 8am.

a. Start Time = 0:00.b. End Time = 08:00.c. Select Saturday check box.


II. Add 12 Noon to Midnight.a. Start Time = 12:00.b. End Time = 23:59.c. Select Saturday check box.




E. Adding Time Period for Sunday:I. Add Midnight to Midnight.

a. Start Time = 0:00.b. End Time = 23:59.c. Select Saturday check box

d. Select “Select All Months” buttone. Select “Include New Period” button

F. Select “Finish” button to complete the Time Period setup.G. Select “Cancel” button to remove setup made and return to pervious window.

2. Send calls to alternate number during day time hours.A. Hours to send calls to Cell Phone.

I. 9 am to 6pm - Monday through Friday.II. 12 Noon to 6pm Saturday and Sunday.

B. Adding Time Period for Monday through Friday.I. Add 9am to 6pm.



C. Adding Hours for Saturday and Sunday.I. Add 12pm to 6pm.



D. Select “Finish” button to complete the Time Period setup.E. Select “Cancel” button to remove setup made and return to pervious window.



3. Sending calls to alternate number over Holidays.• Designated day specified to send a call to answering service or on call personnel.• Note: It is recommended these Time Periods are added to a forward just prior to the specified date.

• Each day cannot be added to forwarding seperatly.• All dates must be added as one time period as a whole.

• It is recommended to contact your Agent, VAR, Salesman or Customer Service Representative to setup Call Screening for Specific Holiday Time Periods.• Refer to Section 10- “Sample Time Periods in Call Screening”.

A. Sample Holiday to be added for 2016.I. Christmas Eve Party and Christmas Day

a. December 23th open 8am to 12pm.b. Closed December 26th.

B. Adding Time Period for Christmas Eve Party.I. Add Midnight to 8am.

a. Start Time = 00:00.b. End Time = 08:00.c. Enter 23 in the “Day of Month” text box.

d. Select December check box.e. Select “Include New Period” button.

II. Add 12pm to Midnight.a. Start Time = 00:00.b. End Time = 08:00.c. Enter 23 in the “Day of Month” text box.

d. Select December check box.e. Select “Include New Period” button.

C. Adding Time Period for Christmas Day.I. Start Time = 00:00.II. End Time = 23:59.

a. Enter 26 in the “Day of Month” text box.

III. Select December check box.IV. Select “Include New Period” button.




Sample Time Filters in Call Screening:

• Allows the user to designate seperate Time filters for Specific days or times through out the year.• Please Contact Technical Support with any questions regarding this section.• This feature is available only if this functionality is enabled by your provider.

• The Feature will not appear as an option on the left column if not enabled by your provider.• It is recommended to use Call Screening for frequent changes to multiple time periods.

• Allows changes without having to rebuild the Time Filter.

1. Sample Non-Business hours for a Weekday.• Business Hours 8am to 5pm - Monday through FridayA. Enter Filter Group Name in text box.B. Non-Business time Midnight to 8am.

I. Start Time = 00:00II. End Time = 08:00III. Select Monday through Friday check boxes.

IV. Select “Select All Months” button.V. Select “Include New Period” button.

C. Non-Business time 5pm to Midnight.I. Start Time = 00:00II. End Time = 08:00III. Select Monday through Friday check boxes.

IV. Select “Select All Months” button.V. Select “Include New Period” button.


Documents

Account Self-care Interface - MR50€¦ · Section 02-pg.3 Ironton Telephone Company - July 10, 2017 Chapter 1. Introduction PortaOne - Account Self-care Interface C.assword Confirmation