BW ServicesProvGroupModule3 R120

BroadWorks Services Provisioning
Module 3: Group Configuration Release 12 Version 1
May 2005
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Module Objectives
At the end of this module, you will be able to:
Configure group resources Authorize and assign services Add users to groups Configure user options Configure services Configure Call Centers, Hunt Groups, and Auto Attendants Configure Calling Plans Configure CommPilot Call Manager for users
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2005 BroadSoft, Inc. Proprietary and Confidential; Do Not Copy, Duplicate, or Distribute
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CommPilot Group Home Page
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Group Home Page

On your Home page, on the Options list, click Profile. The Group Profile menu page displays.
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Add and Manage Users

Once a group has been set up, the group administrator can:
Add users to a group Assign or unassign services to individual users Customize a users calling plan
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Group Profile
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To modify the group profile:

1. On the Group Profile menu page, click Profile. The Group Profile page displays. 2. Type new information or select a different value from a dropdown list. An asterisk (*) indicates required data.
Input Box Name Service Provider Group Default Domain Group Name Calling Line ID Group Name Contact Name Contact Phone Contact E-mail Time Zone Maximum number of users Current number of users Address City State/Province Zip/Postal Code Country Description The ID of the service provider for this group (enterprise or company). The ID of the group. The domain name. The drop-down list contains all domains configured for the group. The legal company name. Do not use backslashes or double quotation marks. The calling line ID of the group. The primary contact for the company, first and last name. The phone number of the contact as you would dial it. Do not use spaces or dashes. The e-mail address of the contact for the group. The time zone. The maximum number of users allowed in this group. The current number of users in the group. The street address of the group. The city name. The state or province. The zip or postal code. The country of the group or company.
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Group Administrators
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Use the Group Administrators page to list all the administrators (group and department) in the group.
To display administrators:
1. On the Group Profile menu page, click Administrators. The Group Administrators page displays. 2. To display the previous page, click OK or Cancel.
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Group Administrators Add
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Use the Group Administrators Add page to add an administrator for the group.
To add a group administrator:

1. On the Group Profile menu page, click Administrators. The Group Administrators page displays. 2. Click Add. The Group Administrators Add page displays. 3. Type or select information for the administrator. Required data is indicated with an asterisk (*). 4. In the Language dropdown list, your selection determines both the language the web interface displays for this administrator, and the language in which the system plays service announcements and treatments for incoming and outgoing calls for this administrator. The default is English (U.S. English) unless configured otherwise. 5. If your group is part of an enterprise, and you choose to limit the scope of this administrator to a single department, you may only select a department that exists within your group. Enterpriselevel departments created by your enterprise administrator are not available. 6. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Administrators Modify
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Use the Group Administrators Modify page to delete an administrator, reset an administrators password, or modify the name and language of an administrator.
To modify an administrator:
1. On the Group Profile menu page, click Administrators. The Group Administrators page displays. 2. Click Edit or any item on the row for the administrator. The Group Administrators Modify page displays. 3. In the Language dropdown list, your selection determines both the language the web interface displays for this administrator, and the language in which the system plays service announcements and treatments for incoming and outgoing calls for this administrator. NOTE: For a change to the Language control to be effective within the web interface, the administrator must log out and then log in again. For voice prompts during calls, the change is effective on the next call to or from the user. 4. To delete the administrator, click Delete. The previous page displays. 5. To edit information for the administrator: Type or select information for the administrator. 6. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Group Administrator Policies
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Use the Group Administrator Policies page to configure policies for a group administrator. Policies control the access of a group administrator to group, department, and user functions. You cannot set access policies that have a higher level of access than you do. You cannot change existing access policies of an administrator if those are at a higher level than yours are. Buttons for such access policies are disabled.
To configure group policies:

1. On the Group Profile menu page, click Administrators. The Group Administrators page displays. 2. Click Edit or any item on the row for the group administrator. The Group Administrators Modify page displays. 3. Click Set Group Administrator Policies. Data on the Group Administrators Modify page are saved and the Group Administrator Policies page displays 4. Click the access type button for each policy.
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Policy Group Profile Access User Access
Description Click the button for the access you want for using or displaying the Group Profile pages (Full, Read-Only, No Access). Click the button for the access you want for adding, modifying, and removing users and displaying the User Profile pages (Full, Restricted, Restricted (read-only access), Restricted (no access), No Access). Click the button for the access you want for adding, modifying, and removing administrators (group and department) - (Full, Read-Only, No Access). Click the button for the access you want for adding, modifying, and removing departments and displaying the list of departments (Full, Read-Only, No Access). NOTE: Only those with Full Access can assign numbers to departments. Click the button for the access you want for adding or modifying devices. Full access allows the administrator to add, modify and delete devices, and to associate devices with user accounts. No access blocks the administrator from all device management tasks. Read-only access to devices; may associate users to existing devices blocks the administrator from creating, modifying and deleting devices in the group list, but allows the administrator to associate devices with user accounts. Click the button for the access you want for adding, deleting, and modifying Enhanced Service Instances (Full, Restricted). Examples of Enhanced Service Instances are Auto Attendants, Call Capacity Groups, Conference Bridges, Hunt Groups, Call Centers, Series Completion Groups, and Department Music/Video On Hold. Restricted access prevents a group administrator from adding/deleting service instances.
Administrator Access Department Access
Device Access
Enhanced Services Instance Access
Feature Access Code Access Phone Number/Extension Access
Click the button for the access you want for accessing Feature Access Codes (Full, Read-Only). Click the button for the access you want for assigning phone numbers/extensions (Full, Read-Only). NOTE: The Phone Number/Extension Access controls the phone number and extension assignment at the same time. For Read-Only access, the Group? Resources? Assign Numbers menu item is not shown on the Resources Menu. The extension is Read-Only for the following group services (Auto Attendants, Call Capacity Groups, Hunt Groups, Incoming Calls, and Voice Messaging Group). The administrator can add these services, but cannot configure the extension.
Set Service Access
Click the button for the access you want for assigning services, for example, for users or a group (Full, Read-Only).
4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5. To exit without saving, select another page or click Cancel to display the previous page.
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Group Departments
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Use the Group Department page to list all the departments in the group. From this page, you can add, modify, or delete a department.
To list departments:
1. On the Group Profile menu page, click Departments. The Group Departments page displays. 2. Departments are listed with their parent departments, if any. For example, the listing for a department named PreSales with the parent department Sales appears as follows: Sales \ PreSales. 3. If your group is part of an enterprise, departments within your group are listed with your group name in parentheses. For example, if your group is named DEF Distributing, the listing for a department named Public Relations appears as follows: Public Relations (DEF Distributing). This distinguishes departments created at your group level from departments created at the enterprise level by your enterprise administrator. 4. To display the previous page, click OK or Cancel.
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Group Departments Add
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Use the Group Departments Add page to add a department for the group. After you have added a department, you can assign users to the department.
To add a department:
1. On the Group Profile menu page, click Departments. The Group Departments page displays. 2. Click Add. The Group Departments Add page displays. 3. Type the name of the department. 4. Use the Parent Department dropdown list box to create the new department under an existing department. 5. Departments are listed with their parent departments, if any. For example, the listing for a department named PreSales with the parent department Sales appears as follows: Sales \ PreSales. 6. If your group is part of an enterprise, departments within your group are listed with your group name in parentheses. For example, if your group is named DEF Distributing, the listing for a department named Public Relations appears as follows: Public Relations (DEF Distributing). This distinguishes departments created at your group level from departments created at the enterprise level by your enterprise administrator. 7. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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Group Departments Modify
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Use the Group Departments Modify page to delete or modify a department.
To modify or delete a department:

1. On the Group Profile menu page, click Departments. The Group Departments page displays. 2. Click Edit or any item on the row for the department. The Group Departments Modify page displays. 3. To delete the department, click Delete. The previous page displays. NOTE 1: You cannot delete a department that has users assigned to it. Before you delete a department, modify the profile of all users within that department to assign them to a different department or to no department. NOTE 2: You cannot delete a department that has any subdepartments under it. Before you delete a department, either assign each of its subdepartments a new parent or no parent, or delete all of its sub departments. 4. To edit the name for the department, type a different name. 5. Use the Parent Department dropdown list box to move the department under an existing department. 6. Departments are listed with their parent departments, if any. For example, the listing for a department named PreSales with the parent department Sales appears as follows: Sales \ PreSales. 7. If your group is part of an enterprise, departments within your group are listed with your group name in parentheses. For example, if your group is named DEF Distributing, the listing for a department named Public Relations appears as follows: Public Relations (DEF Distributing). This distinguishes departments created at your group level from departments created at the enterprise level by your enterprise administrator. 8. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page.
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Group Holiday Schedule
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Use the Group Holiday Schedule page to list all the holiday schedules in the group. On scheduled holidays services that normally play daily greetings and dialing menus, for example, for an Auto Attendant, play the afterhours greeting and dialing menu.
To display the holiday schedule:

1. On the Group Profile menu page, click Holiday Schedule. The Group Holiday Schedule page displays. 2. To display the previous page, click OK or Cancel.
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Group Holiday Schedule Add
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Use the Group Holiday Schedule Add page to add a holiday schedule for the group. After you have added a schedule, you can assign it to Auto Attendants.
To add a holiday schedule:

1. On the Group Profile menu page, click Holiday Schedule. The Group Holiday Schedule page displays. 2. Click Add. The Group Holiday Schedule Add page displays. 3. Type or select data for the schedule. You can create up to 20 entries in a schedule. The number of schedules is not limited. Required data is indicated with an asterisk (*). Type a new name for the schedule Change an entry or create a new entry in the schedule: its name (Holiday), its beginning date (Start Date), and its end date (End Date). If the holiday is only one day, type or select only the data for the Start Date.
4. To select a date, click on the calendar icon to the right of the text box for a date. On the calendar box, click either of the inner circles with arrowheads to change the month. Click either of the outer circles with arrowheads to change the year. Then, click the day. The selected date displays in the text box. 5. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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Group Holiday Schedule Modify
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Use the Group Holiday Schedule Modify page to delete a holiday schedule or to modify a holiday schedule.
To modify or delete a holiday schedule:

1. On the Group Profile menu page, click Holiday Schedule. The Group Holiday Schedule page displays. 2. Click Edit or any item on the row for the holiday schedule. The Group Holiday Schedule Modify page displays. 3. To delete the holiday schedule, click Delete. The previous page displays. To edit the holiday schedule: Type or select data for the schedule. You can create up to 20 entries in a schedule. The number of schedules is not limited. Required data is indicated with an asterisk (*). Type a new name for the schedule Change an entry or create a new entry in the schedule: its name (Holiday), its beginning date (Start Date), and its end date (End Date). If the holiday is only one day, type or select only the data for the Start Date.
4. To select a date, click the calendar icon to the right of the text box for a date. On the calendar box, click either of the inner circles with arrowheads to change the month. Click either of the outer circles with arrowheads to change the year. Then, click the day. The selected date displays in the text box. 5. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page.
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Group Change Password
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Use this menu item on the Group Profile menu page to change your password
To change your password:

1. On the Group Profile menu page, click Change Password. The Group Change Password page displays. 2. Type the information for your current and new password. Required data is indicated with an asterisk (*). 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Time Schedule
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Use the Group Time Schedule page to list all the time schedules in the group. Use time schedules to configure the business hours for Auto Attendants. Time schedules can also be applied to services such as Call Notify, Priority Alert, and Selective Acceptance/Rejection/Forward.
To list time schedules:

1. On the Group Profile menu page, click Time Schedule. The Group Time Schedule page displays. 2. To display the previous page, click OK or Cancel.
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Group Time Schedule Add
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Use the Group Time Schedule Add page to add a time schedule for the group.
To add a time schedule:

1. On the Group Profile menu page, click Time Schedule. The Group Time Schedule page displays. 2. Click Add. The Group Time Schedule Add page displays. 3. Select or type data for the schedule. You can create up to 20 entries in a schedule. The number of schedules is not limited. Required data is indicated with an asterisk (*). Type a name for the schedule. Create an entry for each time period in the schedule: select the Start Day, type the time (HH:MM) and select AM or PM for the Start Time, select the End Day, type the time (HH:MM) and select AM or PM for the End Time.
4. You can copy and paste the times you have typed. 5. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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Group Time Schedule Modify
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Use the Group Time Schedule Modify page to delete or modify a time schedule.
To modify or delete a time schedule:

1. On the Group Profile menu page, click Time Schedule. The Group Time Schedule page displays. 2. Click Edit or any item on the row for the schedule. The Group Time Schedule Modify page displays. 3. To delete the schedule, click Delete. The previous page displays. 4. To edit the schedule: Select or type data for the schedule. You can create up to 20 entries in a schedule. The number of schedules is not limited. Required data is indicated with an asterisk (*). Type a name for the schedule. Create an entry for each time period in the schedule: select the Start Day, type the time (HH:MM) and select AM or PM for the Start Time, select the End Day, type the time (HH:MM) and select AM or PM for the End Time.
5. You can copy and paste the times you have typed. 6. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page.
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Group Resources Menu
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Group Resources Menu

On your Home page, on the Options list, click Resources. The Group Resources menu page displays.
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Group Conference Ports
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The Group Conference Ports page lists the conference ports allocated to your group by the service provider administrator.
To display conference ports:

1. On the Group Resources menu page, click Conference Ports. The Group Conference Ports page displays. 2. Note the number in the Allocated Ports To This Group text box. This is the number of ports that you can allocate to conference bridges in your group. 3. To display the previous page, click OK.
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Group Devices
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Use the Group Devices page to list the devices allocated to your group by the service provider administrator.
To display devices:
1. On the Group Resources menu page, click Devices. The Group Devices page displays. 2. To display the previous page, click OK or Cancel.
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Group Devices Add
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Use the Group Devices Add page to add a device for the group.
To add a device:
1. On the Group Profile menu page, click Devices. The Group Devices page displays. 2. Click Add. The Group Devices Add page displays. 3. Type or select information for the device.
Description The device name. The device type. Device types in the list with the same name but different capabilities are differentiated by following the name w the number of available ports. The software loaded on the device. The communication protocol used by the device. The host name or IP address of the device. Optional for some devices, such as IP phones. The communication port used by the device. The unique Media Access Control (MAC) address of your device's network hardware. The serial number of the device. A brief text description of the device, such as an internal reference, manufacturer name, or other internal featu The host name or IP address of the proxy server to be used by this device. The host name or IP address of the Simple Traversal of UDP through NAT (STUN) server to be used by this device.
4. Save your changes: Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Devices Modify
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Use the Group Devices Modify page to delete a device or to modify information about a device. From this page, you can also configure the device, change the order of the line/ports, and configure devices that support Enhanced Configuration. From this page, you can also modify the profile of a user to whom this device has been assigned.
To modify a device:
1. On the Group Profile menu page, click Devices. The Group Devices page displays. 2. Click Edit or any item on the row for the device. The Group Devices Modify page displays. The input boxes on this page vary according to the type of device. 3. The following data is displayed:
Box Name Lines/Ports Assigned Lines/Ports Description The ports available on the device The assigned ports on the device
Unassigned Lines/Ports The assigned ports on the device
NOTE: Reorder Line/Ports on this Device displays only when more than one line/port on the device has been assigned to users. 4. The list at the bottom of the page identifies the order of the line/ports assigned to the device and to users. 5. To delete a device, click Delete. The previous page displays. 6. To modify the information for a device, type or select information in the input boxes at the top half of the page.
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7. Some devices allow you to upload a custom configuration file. 8. To change external settings and configuration, click Click to Configure. 9. If a web page to configure the device exists, the page displays. For more information, refer to the documentation for the device. 10. To modify the device information for a user, click Edit or any item on the row for the user. The User Profile page displays. 11. To change the order of the line/ports assigned to the device, see the next slide. 12. To use the Assign Configuration File section on the Group Devices Modify page to configure devices that support Enhanced Configuration, see the slide by the same name. 13. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Devices Modify Reorder Users
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Use the Group Devices Modify Reorder Users page to change the order of the line/ports assigned to a device.
To change the order of lines/ports:

1. On the Group Profile menu page, click Devices. The Group Devices page displays. 2. Click Edit or any item on the row for the device. The Group Devices Modify page displays. 3. Click Reorder Line/Ports on this Device. The Group Devices Modify Reorder Users page displays. 4. To change the order of a line/port, select it and click Move Up or Move Down. 5. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Devices Configuration File
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Use the Assign Configuration File section on the Group Devices Modify page to identify the type of configuration file and load a custom configuration file to be used for devices that support Enhanced Configuration (some IP Phones and SNAP devices). NOTE: A configuration file contains IP phone attributes, for example, Proxy address/port, and userspecific attributes, for example, Calling Line identity, Calling Name, Authentication username, and Authentication password.
To assign the configuration file:

1. On the Group Profile menu page, click Devices. The Group Devices page displays. 2. Click Edit or any item on the row for the device. The Group Devices Modify page displays. 3. Specify the type of configuration file. Click a button to select the type of configuration. Manual: The device is to be physically configured by the group administrator. Default: The device uses default parameters that are uploaded at the system and group level and that act as the default settings for all devices at these levels. The default parameters are combined with the subscriber profile attributes to configure the phone for a subscriber. The Default system configuration file is configured and uploaded to the system using the command line interface (CLI). For the Manual and Default values, after you click Apply, the selected file name displays in the Currently using configuration file box, and the file is displayed. Custom: The device uses a custom device configuration file uploaded by the administrator. The custom file may or may not override the system parameters, and, if the group configuration file is used, the custom file overrides the group file. If a parameter exists both in the system file and the custom file, the custom file has precedence over the system file.
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4. If you clicked Manual or Default, save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5. To upload a custom file, select Custom and click Browse to find and open the file on your computer. When you return to the Devices Modify page the custom file name displays in the Currently using configuration file box, and the file is displayed. If you change the configuration file, click Rebuild the file. This feature supports these devices: Cisco 7940, Cisco 7960, Mitel 5055, Polycom Soundpoint IP 500, and Polycom Soundpoint IP 600. The device configuration file is regenerated and transmitted to the File Server. (The rebuild operation is completed even when there has not been a change to the device configuration file.) To instruct the phone to reload its configuration file from the File Server, click Reset the Phone(s). This feature supports these devices: Cisco 7940, Cisco 7960, Polycom Soundpoint IP 500, and Polycom Soundpoint IP 600. The device configuration file is regenerated and transmitted to the File Server. The phone will not reload the new file unless the phone is reset. 6. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 7. To exit without saving, select another page or click Cancel to display the previous page.
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Group Devices
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Use the Group Domains page to list the domains assigned to your group. From this page, you can modify the profile of a user assigned to a domain.
To display domains:
1. On the Group Profile menu page, click Domains. The Group Domains page displays. 2. To display the previous page, click OK.
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Group Domain Users
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Use the Group Domains Users page to list the users assigned to a domain. NOTE: You cannot change the domain assigned to a user (or the users assigned to a domain).
To list the users assigned to a domain:

1. On the Group Resources menu page, click Domains. The Group Domains page displays. 2. Click Edit or any item on the row for the domain. The Group Domain Users page displays. 3. To edit the profile of a user listed on this page, click Edit or any item on the row for the user. 4. To display the previous page, click OK.
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Group Numbers
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Use the Group Numbers page to list the numbers assigned to your group.
To list the numbers assigned to the group:

1. On the Group Resources menu page, click Numbers. The Group Numbers page displays. The Groups Numbers page is a list page that contains an advanced search. The Phone Number, Department and Assigned user display for each phone number. 2. To display the previous page, click OK.
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Group Assign Numbers Modify
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Use the Group Assign Numbers Modify page to modify the assignments of numbers to departments.
To modify the numbers assigned to departments:

1. On the Group Resources menu page, click Numbers. The Group Numbers page displays. The Groups Numbers page is a list page that contains an advanced search. The Phone Number, Department and Assigned user display for each phone number. 2. Click Edit or any item on the row for the number. The Group Assign Numbers Modify page displays. 3. On the Phone Numbers column, select the number or range of numbers. 4. To move the selected items to the Assign to Department column, click Add. To move all items (unselected), click Add All. 5. Select the department or None from the dropdown list. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Preferred Carrier Group
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Use the Group Preferred Carrier Group page to list the preferred intraLATA, interLATA and international carriers your administrator has assigned for your group.
To list carriers assigned to your group:

1. On the Group Resources menu page, click Preferred Carriers Group. The Group Preferred Carriers Group page displays. 2. To display the previous page, click OK.
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Group Services
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Use the Group Services page to list the service packs, group services, and user services assigned to your group.
To list service packs, group services, and user services assigned to your group:
1. On the Group Resources menu page, click Services. The Group Services page displays. 2. To display the previous page, click OK.
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Group Service Pack Detail
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Use the Group Service Pack Detail page to list the services in a service pack assigned to the group.
To list the service pack details:

1. On the Group Resources menu page, click Services. The Group Services page displays. 2. Click the name of the service pack. The Service Pack Detail page displays. 3. To display the previous page, click OK.
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Group Assign Group Service
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Use the Group Assign Group Services page to assign group services to or unassign group services from your group. NOTE: Only services authorized to your group display.
To list the group services assigned to your group:

1. On the Group Resources menu page, click Assign Group Services. The Group Assign Group Services page displays. 2. To display the previous page, click OK or Cancel.
To assign group services to or unassign group services:

1. On the Group Resources menu page, click Assign Group Services. The Group Assign Group Services page displays. 2. Assign Group Services. On the Available Services column, select the services to be assigned. On a column, you can select some or all of the items. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To assign the selected services, click Add. To assign all services (unselected) at once, click Add All. 3. Unassign services. On the Assigned Services column, select the services and click Remove. To unassign all services (unselected) at once, click Remove All. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group New User Services Template
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Use the Group New User Services Template page to assign service packs or user services to or unassign from the template for new users. NOTE: Only services authorized to your group display on this page.
To list the service packs and user service currently assigned to the user template:
1. On the Group Resources menu page, click New User Services Template. The Group New User Services Template page displays. 2. To display the previous page, click OK or Cancel.
To assign service packs or user services to or unassign from the template:

1. On the Group Resources menu page, click New User Services Template. The Group New User Services Template page displays. 2. Assign or unassign service packs. On the Available Service Packs or Available User Services column, select the items to be assigned. 3. To assign the selected services, click Add. To assign all services (unselected) at once, click Add All. 4. Unassign user services. On the Assigned Service Packs or Assigned User Services column, select the items and click Remove. To unassign all services (unselected) at once, click Remove All. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Existing User Services
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Use the Group Existing User Services page to assign service packs or user services to or unassign from all existing (current) users in the group. Only services authorized to your group display. The Number Assigned column identifies the number of instances of services assigned to all users in the group or assigned individually to users.
To assign service packs or user services to or unassign from all existing (current) users:
1. On the Group Resources menu page, click Existing User Services. The Group Existing User Services page displays. 2. Assign service packs and user services. For each item to be assigned, check the Assign to All Users box. 3. Unassign service packs and user services. For each item to be unassigned, check the Unassign from All Users box. 4. To view users currently assigned a service, click View Users. The Group Service Usage page displays. 5. To return to the Group Existing User Services page, click OK. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Services Menu
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Services Menu
On your Home page, on the Options list, click Services. The Group Services menu page displays.
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Group Auto Attendant
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An Auto Attendant can be used in a standalone or multilevel configuration. For a standalone configuration, the service can transfer calls to another number, access extension dialing, access name dialing, or connect to the operator. For a multilevel configuration, one Auto Attendant functions as the toplevel (entry) service. From this level, other Auto Attendants function at the departmental level. Finally, additional Auto Attendants can function at the individual user level. Phone numbers in the dialing menu on an upper level lead to the phone numbers for Auto Attendants at the next level down.
To list the current Auto Attendants configured for your group:

Use the Group Auto Attendant page to list the current Auto Attendants configured for your group. On this page, you can also activate or deactivate current Auto Attendants. From this page, you can add, modify, or delete an Auto Attendant. 1. On the Group Services menu page, click Auto Attendant. The Group Auto Attendant page displays. 2. To activate or deactivate an Auto Attendant, check or uncheck the Active box. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Auto Attendant Add
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Use the Group Auto Attendant Add page to add an Auto Attendant.
To add an Auto Attendant:

1. On the Group Services menu page, click Auto Attendant. The Group Auto Attendant page displays. 2. Click Add. The Group Auto Attendant Add page displays. 3. Type or select information for the Auto Attendant as described in the following table.
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Input Auto Attendant ID Name Phone Number and Extension
Description Type an ID in the input box for the auto attendant. Click the drop-down arrow to choose a domain for the auto attendant. Type a name for the auto attendant. Click the drop-down arrow to choose a number for the auto attendant. This is a required field. If an extension is available for the phone number selected, it automatically populates in the Extension field. Also, an extension can be entered manually. Type the last name to be displayed on lines with Caller ID. Type the first name to be displayed on lines with Caller ID. Enter a character-based name. This input box is designed for specific markets. It does not display unless configured by the system administrator. Enter a character-based name. This input box is designed for specific markets. It does not display unless configured by the system administrator. Click the drop-down arrow to choose a department for the auto attendant. The language in which service-specific messages are played during calls to the auto attendant. Default is English (U.S. English) unless configured otherwise. Click the drop-down arrow to choose a time zone for the auto attendant. The time schedule that defines the business hours for the auto attendant. During non-business hours, callers hear the after-hours greeting and dialing menu. EveryDayAllDay means that no schedule for business hours is in effect. The holiday schedule for the auto attendant. On a scheduled holiday, callers hear the after-hours greeting and dialing menu Determines whether extension dialing applies across the department, group or enterprise (if your group is part of an enterprise) of the auto attendant. Determines whether name dialing applies across the department, group or enterprise (if your group is part of an enterprise) of the auto attendant. Define how a caller should say the name of the person they want to reach: LastName + FirstName The caller must first say the last name of the person and then say the first name. LastName + FirstName and FirstName + Lastname The caller can say either the last name and then the first name of the person or the first name and then the last name.
Calling Line ID Last Name Calling Line ID First Name Hiragana Last Name
Hiragana First Name
Department Language
Time Zone Business Hours
Holiday Schedule Scope of extension dialing
Scope of name dialing
Name Dialing Entries
4. Save your changes. Click OK. The Group Business Hours Menu page displays. To exit without saving, select another page or click Cancel to display the previous page.
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Group Business Hours Menu
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Use the Group Business Hours Menu page to select the greeting for the Auto Attendant and to specify the dialing menu of prompts and actions to be used during business hours. An example of a dialing prompt is Dial 2 to reach Marketing. From this page, you configure the greeting and dialing menu for coverage of the nonbusiness hours of the Auto Attendant.
To select the greeting for the Auto Attendant:

1. Click a button to select the greeting. Select Default Greeting to play a generic system recording that does not identify your company by name. Select Personal Greeting to play a custom recording. Click Browse to select a file on your computer. If your Auto Attendant has video support enabled, you can also type the path and file name of a .MOV file with your greeting in the Browse for a new video greeting text box, or click Browse to select a file on your computer. 2. Specify the menu options for callers. Options for callers include the ability to dial an extension immediately after the Welcome message, reach the operator, reach company employees by extension, or search for company employees by name. 3. Click the button to Enable FirstLevel Extension Dialing. 4. After the Welcome message, FirstLevel Extension Dialing plays a prompt that allows a caller to dial an extension immediately. When FirstLevel Extension Dialing is not enabled, the prompt after the Welcome message gives the caller two choices: to press 1 to dial an extension or to press 2 to use the automated name directory. 5. Specify the dialing options for callers. 6. Save your changes. Click OK. The Group After Hours Menu page displays. To exit without saving, select another page or click Cancel to display the previous page.
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Group Users
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Use the Group Users page to list all the users in the group.
To display the list of users:

1. On the Group Profile menu page, click Users. The Group Users page displays. The Groups Users page is a list page that contains an advanced search. The Last Name, First Name, Department, Phone Number, and EMail Address display for each user. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. 2. To display the previous page, click OK or Cancel.
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Group Users Add
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To add a user:
1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Add. The Group Users Add page displays. 3. Type information for the user. Required data is indicated with an asterisk (*).
Input Box Name Service Provider Group User ID @ Last Name First Name Phone Number Description The service provider for the group. The name of the group. The login ID (no spaces, dashes or the symbols * and +). An e-mail address i a valid user ID. The domain name. The drop-down list displays all domains configured for the group. The group default domain name displays first. A character-based name. A character-based name. The phone number. The drop-down list displays all phone numbers for the group. NOTE: For users that are third-party call center applications, select the phone number of the call center. NOTE: For users that are third-party call center queues, select the phone number of the queue. Extension When a phone number is selected, the last X digits of the number populate the Extension text box automatically. X is the number of digits specified by a grou administrator for extensions. A different extension can be used, but not one already in use by another group member. The last name of the user for the calling line ID (CLID). The first name of the user for the CLID.
Calling Line ID Last Name Calling Line ID First Name
continued
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To add a user (cont.):

Calling Line ID Phone Number The phone number to appear as the CLID for all calls, all but emergency calls, or only emergenc information about which of these settings has been configured for the group, contact your servic administrator. This text box does not display if the service provider administrator has configured the setting to NOTE: Use legacy number for users ported on BroadWorks. Hiragana Last Name Hiragana Last Name Initial Password Re-type Initial Password Department Enter a character-based name. This input box is designed for specific markets. It does not disp by the system administrator. Enter a character-based name. This input box is designed for specific markets. It does not disp by the system administrator. Type the initial password for the user. Type the initial password again. The department. The drop-down list displays all departments in your group, and, if your group is all departments created at the enterprise level by your enterprise administrator. NOTE: You cannot assign a user to more than one department. Language Time Zone Aliases @ Device Category Language in which service announcements and treatments for incoming and outgoing calls for t Default is English (U.S. English) unless provisioned otherwise. The time zone. One to three valid aliases for the user, to be used for URL dialing and other services. The domain name. The drop-down list contains all domains configured for the group (including t The access device. The category selected controls which input boxes display in the Set Up Dev page. NOTE: For users that are third-party call center applications, select None. IAD/Gateway Name Line/Port The model of the IAD or gateway for access. Certified IADs/Gateways set up by an administrato group display. The port or line. Note that the next available port number on the drop-down list is the default. If all available ports for this IAD or gateway are taken. In some cases, the line/port is typed in, rath the drop-down list. The IP phone. The drop-down list contains all phones already registered by an administrator. NOTE: To add a new phone for users that are third-party call center queues, select New IP Ph Name of a new IP phone. For a new IP phone, the model. The drop-down list contains the phone types certified for use by NOTE: For users that are third-party call center queues, select Generic SIP Static Registration Line/Port @ Contact: sip MAC Address Shared (name) Line/Port Contact: sip Title Pager Mobile E-mail Yahoo ID Location Address City State/Province The line or port number. The domain for a line/port. The SIP URL for third-party call center queue users. The Media Access Control address of the phone. The shared device. If None displays, you cannot use this access mechanism until a service pr has registered the device. The line or port number. The SIP URL for devices with static registration. The title of the user. The pager number of the user as you would dial it. The mobile phone number of the user as you would dial it. A valid e-mail address in the format of user@host.com. The users Instant Messaging Yahoo ID. The users specific location (for example floor number or cubicle number). The street address of the user (the company address). There are two lines for information such number. The city. The state or province.
IP Phone New IP Phone Name IP Phone Type
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Add User Device Category
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To set up IAD/Gateway
IAD/Gateway Name The model of the IAD or gateway for access. Certified IADs/Gateways set up by an administrator for use by this group display. The port or line.
Line/Port
To set up IP phone
IP Phone The IP phone. The dropdown list contains all phones already registered by an administrator. For a new IP phone, the type of model. The dropdown list contains the phone types certified for use by this group. The line or port number. The domain for a line/port. The SIP URL for Third-Party Call Center queue users. The Media Access Control address of the phone.
New IP Phone Name Name of a new IP phone. IP Phone Type Line/Port @ Contact: sip MAC Address
To set up shared device

Shared (name) Line/Port Contact: sip The shared device setup by the service provider. The line or port number. The SIP URL for devices with static registration.
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Users Profile
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Use the User Profile menu page to display the pages to modify a user profile, to delete a user, to change a user password, or to assign services to or unassign services from a user.
To display a users profile:

1. On the Group Profile menu page, click Users. The Group Users page displays. Click Edit or any item on the row for the user. The User Profile menu page displays. 2. To display the options for your Home page, click Group or Home.
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Users Profile
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Use the User Profile page to delete a user or to modify a user profile.
To delete or modify a users profile:

1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Edit or any item on the row for the user. The User Profile menu page for the user displays. 3. Click Profile. The User Profile page displays. 4. To delete the user, click Delete. The previous page displays. 5. To edit the users profile information, type or select data on the page. An asterisk (*) indicates required data. NOTE: If you change the selection for Language, for the change to be effective on the web interface, the user must log out and then log in again. For the voice prompts during calls, the change is effective on the next call to or from the user. 6. On the User Profile page, if an IAD/Gateway device or IP Phone has been assigned to the user, to configure that device, click Configure Device beside the name of the device. The Users Devices Modify page displays. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Change User ID
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Use the User Change User ID page to change a user ID and domain.
To change a user ID and domain:

1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Edit or any item on the row for the user. The User Profile menu page displays. 3. Click Profile. The User Profile page displays. 4. Click Change User ID. The User Change User ID page displays. 5. Type the new user ID, which can be up to 20 characters in length. Do not use spaces, dashes, or the * and + symbols. 6. Select the domain name from the dropdown list, which displays all domains configured for the group. The group default domain name displays first. 7. Save your changes. Click OK. To exit without saving, select another page or click Cancel to display the previous page.
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Users Passwords
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Use the User Passwords page to change a user password for the web portal or the voice portal. A user can also change their password.
To change a user password:

1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Edit or any item on the row for the user. The User Profile menu page displays. 3. Click Passwords. The User Passwords page displays. 4. Select the type of password: Click the button for the type you want. The Set voice portal button displays only for users with the Voice Messaging service. 5. Type the new password in the Reset Password text boxes. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Assign Services
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Use the User Assign Services page to assign services to or unassign services from a user. NOTE 1: You can assign only services that your service provider has authorized for your group and which you have assigned to the group. NOTE 2: For users that are Third-Party Call Center applications or queues, assign Client Call Control or CommPilot Call Manager and any other applicable user services, such as, Attendant Console, to these users.
To assign services to or unassign services from a user:

1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Edit or any item on the row for the user. The User Profile menu page displays. 3. Click Assign Services. The Assign Services page displays. 4. Assign service packs and user services. In the Available Service Packs or Available Services columns, select the items to be assigned. On a column, you can select some or all of the items. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To assign the selected items, click Add. To assign all items (unselected) at once, click Add All. 5. Unassign service packs and user services. Select the items in the User Service Packs or User Services column and click Remove. To unassign all items (unselected) at once, click Remove All. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Configure User Options

Access User Option Menus Configure Outgoing Digit Plan Configure Outgoing Calling Plan Configure Incoming Calling Plan Configure Outgoing Authorization Codes Configure Transfer Numbers Configure Warning Tone for Directed Call Pickup with Bargein Configure Calling Party Category Add, Modify, or Delete Alternate Numbers Allow User to Configure and View Call Details for Attendant Console Add, Modify, or Delete SCA Devices and Lines Intercept User Configure Hoteling Host
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After you have added a user, configured their initial password, and assigned services to them, you use menu items from the user option menus to do these procedures (which only you can do for a user):
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Users Outgoing Digit Plan
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Use the User Outgoing Digit Plan page to configure or change the outgoing calling restrictions for digit plans for a selected user.
To configure or change the outgoing calling restrictions for digit plans:

1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Outgoing Digit Plan. The User Outgoing Digit Plan page displays. 3. To make the user settings editable, check the Custom Settings check box. 4. To edit the Originating Calls settings, click the Originating Calls tab. 5. For each type of call listed, select "Y', "N', "A", or "TX. "Y" or "N" means the user can or cannot make that type of outgoing call. "A" means the user must enter an authorization code to make that type of outgoing call. "TX" (where X = 1, 2, or 3) means that the user is transferred to the specified transfer number upon attempting to make that type of outgoing call. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Outgoing Digit Plan
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To configure or change the initiating calling restrictions for digit plans:

1. To edit the Initiating Call Forwards/Transfers settings, click the Initiating Call Forwards/Transfers tab. To allow a call type, check the Permitted check box. To prevent a call type, uncheck the Permitted check box. 2. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page
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Users Outgoing Calling Plan
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Use the User Outgoing Calling Plan page to configure or change the outgoing calling restrictions for a selected user.
To configure or change the outgoing calling restrictions for a selected user:

1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Outgoing Digit Plan. The User Outgoing Digit Plan page displays. 3. To make the user settings editable, check the Custom Settings check box. 4. To edit the Originating Calls settings, click the Originating Calls tab. 5. For each type of call listed, select "Y', "N', "A", or "TX": "Y" or "N" means the user can or cannot make that type of outgoing call. "A" means the user must enter an authorization code to make that type of outgoing call. "TX" (where X = 1, 2, or 3) means that the user is transferred to the specified transfer number upon attempting to make that type of outgoing call. 6. To edit the Initiating Call Forwards/Transfers settings, click the Initiating Call Forwards/Transfers tab. 7. To allow a call type, check the Permitted check box. To prevent a call type, uncheck the Permitted check box. 8. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Outgoing Calling Plan
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Use the User Outgoing Calling Plan page to configure or change the outgoing calling restrictions for a selected user.
To configure or change the outgoing calling restrictions for a selected user:

1. To edit the Being Forwarded/Transferred settings, click the Being Forwarded/Transferred tab. To allow a call type, check the Permitted check box. To prevent a call type, uncheck the Permitted check box.
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Users Incoming Calling Plan
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Use the User Incoming Calling Plan page to configure or change the incoming calling restrictions for a selected user.
To configure or change the incoming calling restrictions:

1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Incoming Calling Plan. The User Incoming Calling Plan page displays. 3. To make the user settings editable, check the Custom Settings check box. 4. In the Calls From Within Group, Collect Calls, and any rules for digit string numbers, check (allow) or uncheck (prevent) the Permitted check box for the user for one or more of the call types. 5. In the Calls From Outside Group dropdown list, choose one of these settings: "Y" Allows user to receive all calls from outside the group. "P" Allows user to receive calls from outside the group only if the outside call is transferred or forwarded to the user by another user inside the group. "N" Prevents user from receiving all calls from outside the group, even if the outside call has been transferred or forwarded by a user inside the group. NOTE: Fully restricted users ("N" for Calls From Outside Group) cannot pick up outside calls in their call pickup group or outside calls parked by a user in their group. 6. A fully restricted user can receive calls from CityWide Centrex (CWC) users when the fully restricted user and the CWC user are in the same CWC group. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Outgoing Authorization Codes
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Use the User Outgoing Authorization Codes page to configure outgoing authorization codes.
To list or delete outgoing authorization codes:

1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Outgoing Authorization Codes. The User Outgoing Authorization Codes page displays. The page lists any custom outgoing authorization codes currently assigned to the selected user. NOTE: Unchecking the Custom Settings box and saving your changes (by clicking OK or Apply) will delete all custom authorization codes currently assigned to the selected user. Alternatively, Check the box corresponding to the desired code in the Delete column of the code list. 3. To display the previous page, click OK or Cancel.
To add outgoing authorization codes:

1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Outgoing Authorization Codes. The User Outgoing Authorization Codes page displays. 3. To make the user settings editable, check the Custom Settings check box and click Apply to save your change. 4. Click Add. The User Codes Management Add page displays. 5. Enter the new authorization code, with a brief description if desired. 6. Click OK. The User Outgoing Authorization Codes page displays, listing your new authorization code. 7. To display the previous page, click OK or Cancel.
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Users Transfer Numbers
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Use the User Transfer Numbers page to configure or change the transfer numbers used in the selected users outgoing calling plan. You can configure up to three transfer numbers for use with the selected users outgoing calls.
To configure or change the transfer numbers used in the outgoing calling plan:
1. For a selected user, click Calling Plan. The User Calling Plan menu page displays. 2. Click Transfer Numbers. The User Transfer Numbers page displays. 3. To make the user settings editable, check the Custom Settings check box. 4. Enter the desired numbers in the boxes provided. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: Unchecking the Custom Settings box and saving your changes (by clicking OK or Apply) will delete all transfer numbers currently assigned to the selected user.
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Users Directed Call Pickup with Barge-In
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Use the User Directed Call Pickup with Bargein page to turn the warning tone for bargein to on or off for a selected user. A user with the Directed Call Pickup with Bargein user service can barge in on a call directed to or originating from another user in the same group as long as the second user has only that one call. A feature access code controls use of the Directed Call Pickup with Bargein service.
To turn the warning tone for bargein to on or off:

1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Directed Call Pickup with Bargein. The User Directed Call Pickup with Bargein page displays. 3. To turn the Warning Tone on or off for bargein calls to other users in the same group, click On or Off. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Calling Party Category
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Use the User Calling Party Category page to select the category to be associated with all originating, forwarded, and transferred calls from a user to any PSTN party or to another BroadWorks subscriber with the same service in a different BroadWorks group. The category you select is included in the signaling for all the users calls and helps identify the outgoing calling policies of the user. Calling Party Category is a user service.
To select a calling party category:

1. For a selected user, click Outgoing Calls. The User Outgoing Calls menu page displays. 2. Click Calling Party Category. The User Calling Party Category page displays. 3. Select the category from the dropdown list: Special: The user is always routed to an operator services system. Hospital: The user is calling from a hospital Hotel: The user is calling from a hotel or motel. Prison: The user is calling from a prison. Payphone: The user is calling from a pay phone (private). Ordinary: The user has no special characteristics (default).
4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Alternate Numbers
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Use the User Alternate Numbers page to add, modify, or delete alternate numbers for a user. A user with alternate numbers can receive calls to their alternate numbers or extensions on their primary phone.
To configure alternate numbers:

1. For a selected user, click Incoming Calls. The User Incoming Calls menu page displays. 2. Click Alternate Numbers. The User Alternate Numbers page displays. 3. To turn the Distinctive Ring on or off for calls to alternate numbers, click On or Off. 4. To add an alternate phone number, select one from the dropdown list. When you add a number, the extension for that number displays in the Extension text box. A user can have any combination of phone numbers and extensions. 5. To modify a phone number, select another number from the dropdown list. 6. To modify an extension, delete the existing extension in the Extension text box and type the new extension. 7. To delete a phone number, select None from the dropdown list. 8. To delete an extension, in the Extension text box, delete it. 9. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Attendant Console
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Use the User Attendant Console page to allow users to configure and view their own call details.
To configure attendant console:

1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Attendant Console. The User Attendant Console page displays. 3. To allow users to configure or to prevent users from configuring their call details, check or uncheck the Allow Users to Configure Call Details check box. 4. To allow users to view their configured call details, check or uncheck the View Call Details check box. NOTE: You can check this check box only if you have checked the Allow User to Configure Call Details check box for the user. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Shared Call Appearance
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The Shared Call Appearance service allows you to provision up to 35 locations (devices) for a user. These locations share the same line appearance, so they all behave as extensions of a single line, or user. One of these provisioned locations is the users primary location while the other locations are called alternate locations. A user can be assigned any type of device for their primary and alternate locations.
To list or delete a device or line:

1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Shared Call Appearance. The User Shared Call Appearance page displays. 3. To delete a device or line, check the Delete box on the line for the device or line. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Shared Call Appearance
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To add shared appearance devices/lines:

1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Shared Call Appearance. The User Shared Call Appearance page displays. 3. Click Add. The User Shared Call Appearance Add page displays. 4. Select the type of device/line to be configured: Click the device category you want. 5. Configure the device/line: For an IAD/Gateway, select the device, type the line/port, and specify the SIP information. For an existing IP Phone, select the phone and type the line/port. For a new IP Phone type, select New IP Phone. Type the name of the phone. Select the type. Type the line/port and select the domain from the dropdown list. Type the MAC address (optional). For a shared phone, select the phone and type the line/port. 6. Save your changes. Click OK. To delete or modify devices/lines: 1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Shared Call Appearance. The User Shared Call Appearance page displays. 3. Click Edit or any item on the row for the device/line. The User Shared Call Appearance Modify page displays. 4. To delete the device/line, click Delete. The previous page displays. 5. To modify the device/line, click Configure Device. The Group Devices Modify page displays. 6. Save your changes. Click OK.
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Users Intercept User
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Use the User Intercept User page to block all calls terminating with a specific user. You can also configure the announcement played to callers and include a new or alternate phone number.
To configure intercept user:

1. For a selected user, click Utilities. The User Utilities menu page displays. 2. Click Intercept User. The User Intercept User page displays. 3. Use the Intercept User control to determine whether or not the system will block this users calls. Click On to block this users calls. Click Off to return the users account to normal service. If you choose On, configure the remaining controls as desired. 4. Use the Intercept Announcement control to set the announcement the system will play to callers. Select Default Announcement to play the following announcement: The number you are trying to reach is out of service. 5. To upload a custom announcement, select Personal Announcement. Type the path and file name of a .WAV file with your greeting in the Load Personal Audio Announcement text box, or click Browse to select a file on your computer. If your Intercept Group service has video support enabled, you can also type the path and file name of a .MOV file with your greeting in the Load Personal Video Announcement text box, or click Browse to select a file on your computer. 6. To play callers a new or alternate phone number for the intercepted user, check the Play new Phone Number check box and enter the desired number in the box provided. 7. To allow the system to transfer callers to a new or alternate phone number for the intercepted user, check the Transfer on '0' to Phone Number check box and enter the desired number in the box provided. 8. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Users Hoteling Host
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Use the User Hoteling Host page to configure a user account and its associated device as a host for temporary guest users. NOTE: A user may not be both a hoteling host and a hoteling guest at the same time. If both of these services are assigned to a user, that user will be unable to accept any guests or associate with any hosts until one of these services is unassigned.
To configure hoteling host:

1. For a selected user, click Call Control. The User Call Control menu page displays. 2. Click Hoteling Host. The User Hoteling Host page displays. 3. Configure the Hoteling Host service. Use the On and Off buttons to enable or disable the service. In the Association Limit box, specify the maximum length of time guests may associate themselves with this user account. 4. If your group is part of an enterprise, use the Access Level control to determine the scope of the host. Select Enterprise to allow any user in your enterprise to associate themselves with this user account, or select Group to restrict access to this host only to users within your group. 5. If a guest is currently associated with this user account, the Associated Guest area of the page displays the identity of the guest user. 6. Click Force Release to disassociate the listed guest from this host. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Services Menu
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Group Call Pickup
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The Call Pickup service enables a user to answer any ringing line within their pickup group. A pickup group is a set of users to which an assigned call pickup service applies. To pick up a ringing call, a user dials the call pickup star code to connect to the caller. More than one Call Pickup group can be established within a business group. Users can belong to only one pickup group
To list call pickup groups:

1. On the Group Services menu page, click Call Pickup. The Group Call Pickup page displays. 2. To display the previous page, click OK or Cancel.
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Group Call Pickup Add
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To add a call pickup group:

1. On the Group Services menu page, click Call Pickup. The Group Call Pickup page displays. 2. Click Add. The Group Call Pickup Add page displays. 3. Type the group name. 4. Add users to the group. To find a desired user, enter search criteria in the fields provided and click Search. 5. On the Available Users column, select the users to be assigned. On a column, you can select some or all of the items. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. 6. To assign the selected users, click Add. To move all users (unselected) at once, click Add All. 7. Remove assigned users. On the Assigned Users column, select the users and click Remove. To move all users (unselected) at once, click Remove All. 8. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Pickup Modify
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Use the Group Call Pickup Modify page to delete or modify a call pickup group in your group. On this page, only users not already assigned to a call pickup group display in the Available Users column. NOTE: To change the assignment of a user from one group to another, unassign the user from the first group and then assign the user to their new group.
To modify a call pickup group:

1. On the Group Services menu page, click Call Pickup. The Group Call Pickup page displays. 2. Click Edit or any item on the row for the call pickup group. The Group Call Pickup Modify page displays. 3. To delete the call pickup group, click Delete. The previous page displays. 4. Edit the group name, as required. 5. Add users to the group. To find a desired user, enter search criteria in the fields provided and click Search. 6. On the Available Users column, select the users to be assigned. On a column, you can select some or all of the items. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. 7. To assign the selected users, click Add. To move all users (unselected) at once, click Add All. 8. Remove assigned users. On the Assigned Users column, select the users and click Remove. To move all users (unselected) at once, click Remove All. 9. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Conference Bridges
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Use the Group Conference Bridges page to list the conference bridges set up for your group. Conference bridges allow conference calling. To use conference calling, a group must have the correct conferencing hardware and software.
To list conference bridges:

1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. To display the previous page, click OK or Cancel.
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Group Conference Bridge Add
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Use the Group Conference Bridges Add page to add a conference bridge and its user administrators. You provision a conference bridge as if it were a user (virtual user).
To add a conference bridge:

1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Add. The Group Conference Bridges Add page displays. 3. Type or select information for the conference bridge. An asterisk (*) indicates required data. Calling Line ID First Name and Calling Line ID Last Name: Type the names that display on lines with Caller ID. Line/Port: The line or port for the bridge. @: The domain name of the line/port. Language: Select the language in which servicespecific messages are played during calls to the conference bridge. Default is English (U.S. English) unless configured otherwise. 4. Allocate the number of ports (one line for each user) for the bridge. This is a required input box. 5. The number in the Maximum Ports Available For This Bridge text box defines the maximum number of ports available to your group for conference bridges. If the value in this text box is "Unlimited", you can allocate an unlimited number of ports to this conference bridge. Click the "Unlimited" button for Allocated Ports To This Bridge. To specify a number of ports, type the number in the Limited To text box. 6. For outgoing calls from an integrated conference server, select which user service profile is to be assigned to the calls. Click one of these selections for On Outcall, Apply Service Profile of: 7. Conference Bridge: Applies the service profile of the conference bridge itself (conference bridge user). 8. User Placing Outcall: Applies the service profile of the participant who makes the calls (user). The user must be a BroadWorks subscriber in the same group as the conference bridge. 9. Assign users as administrators. To find a desired user, enter search criteria in the fields provided and click Search. On the Available Users column, select the users to be assigned as administrators. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 10. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Conference Bridge Profile Menu
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Use menu items on the Conference Bridge Profile menu page to add attributes for a new conference bridge or to modify attributes for a conference bridge.
To access the conference bridge profile menu:

1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Edit or any item on the row for the conference bridge. The Conference Bridge Profile menu displays. 3. To display the options for your Home page, click Group or Home. To display the previous page, click the Back button on the browser.
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Group Conference Bridge Passwords
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Use the Conference Bridge Passwords page to add or change the password for the conference bridge group voice portal.
To add or change the password for the conference bridge group voice portal:
1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Edit or any item on the row for the conference bridge. The Conference Bridge Profile menu displays. 3. Click Password. The Conference Bridge Passwords page displays. 4. Type and retype the password in the Reset Password text boxes. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Conference Bridge Personalized
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Use the Conference Bridge Personalized Name page to add or change the audio file that contains the personalized name for the conference bridge. The Personalized Name is used in the Auto Attendant and Voice Messaging services for the conference bridge.
To add or change the audio file that contains the personalized name:
1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Edit or any item on the row for the conference bridge. The Conference Bridge Profile menu page displays. 3. Click Personalized Name. The Conference Bridge Personalized Name page displays. 4. Check the Use Personalized Name for Auto Attendant and Voice Messaging box to use the audio file for the Personalized Name of the conference bridge. 5. To find the audio file on your computer, click Browse and open the file. The path to the file displays in the Load Name text box. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Conference Bridge Assign Services
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Use the Conference Bridge Assign Services page to assign or unassign the services that can be used by a conference bridge user.
To assign services:
1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Edit or any item on the row for the conference bridge. The Conference Bridge Profile menu page displays. 3. Click Assign Services. The Conference Bridge Assign Services page displays. 4. Assign services for the conference bridge. On the Available Services column, select the services. To assign the selected services, click Add. To assign all services (unselected) at once, click Add All. 5. Unassign services. On the User Services column, select the services and click Remove. To unassign all services (unselected) at once, click Remove All. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Conference Bridge Calling Plans

Configure the following calling plans for the conference bridge from the Calling Plans Options:
Outgoing Digit Plan Outgoing Calling Plan Incoming Calling Plan Outgoing Authorization Codes Transfer Numbers
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Group Conference Bridges Modify
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Use the Group Conference Bridges Modify page to delete or modify a conference bridge and its administrators.
To delete or modify a conference bridge and its administrators:

1. On the Group Services menu page, click Conference Bridges. The Group Conference Bridges page displays. 2. Click Edit or any item on the row for the bridge. The Conference Bridge Profile menu page displays. 3. Click Profile. The Group Conference Bridge Modify page displays. 4. To delete the bridge, click Delete. The previous page displays. 5. Change the input boxes as required to modify the bridge or administrators. 6. Save your changes: Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group LDAP Integration
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Use the LDAP Integration page to enable or disable user access to a Lightweight Directory Access Protocol (LDAP) directory.
To enable or disable user access to a LDAP directory:

1. On the Group Services menu page, click LDAP Integration. The Group LDAP Integration page displays. 2. Click the LDAP Integration button you want: On to enable the service or Off to disable the service. 3. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Music On Hold
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Use Music/Video On Hold to select the source of a WAV audio file or MOV video file for the Call Hold and Call Park services, and to enable playing of the audio file for these services for the group or department.
To list Music/Video On Hold types:

1. On the Group Services menu page, click Music/Video On Hold. The Group Music/Video On Hold page displays. 2. To display the previous page, click OK or Cancel.
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Group Music On Hold Modify
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Use Music/Video On Hold to select the source of a WAV audio file or MOV video file for the Call Hold and Call Park services, and to enable playing of the audio file for these services for the group or department.
To modify Music/Video On Hold types for the group:

1. On the Group Services menu page, click Music/Video On Hold. The Group Music/Video On Hold page displays. 2. Click Edit or any item on the row for the group. The Group Music/Video On Hold Modify page for the group displays. 3. Check or uncheck the boxes to enable or disable this service for Call Hold and Call Park for the group. 4. On the Music/Video On Hold message section, click the System Defined Music/Video button, or click the button to select the source of the WAV audio file or MOV video file you want for the Call Hold and Call Park services. 5. If you click External Source: Click the button that selects the type of external source. Select the device, specify the port, and select the domain. For devices that support only static registration, provide information in the Contact: sip text box, for example, sip:192.168.5.2:40070 sip:2403645125@12.39.208.204:23590 sip:2403645286@12.39.208.207:40036;user=phone;transport=udp 6. If you click Custom Music/Video File, select and upload the file or files to play from your computer. Type the path and file name of a .WAV file with your greeting in the Load Custom Audio File text box, or click Browse to select a file on your computer. If your Music/Video On Hold service has video support enabled, you can also type the path and file name of a .MOV file with your greeting in the Load Custom Video File text box, or click Browse to select a file on your computer. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Music On Hold Add
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Use the Group Music/Video On Hold Add page to enable or disable the playing of a selected WAV audio file or MOV video file (music or whatever a department wants) with the Call Hold and Call Park services and to select the audio source for these services.
To add Music/Video On Hold types for the department:

1. On the Group Services menu page, click Music/Video On Hold. The Group Music/Video On Hold page displays. 2. Click Add. The Group Music/Video On Hold Add page for adding Music/Video On Hold for a department displays. 3. On the Department dropdown list, select the department. Only departments without a custom department Music/Video On Hold source are listed. If your group is part of an enterprise, the box also displays any departments created on the enterprise level by your enterprise administrator. If you select an enterpriselevel department, your Music/Video On Hold configuration changes will only apply to users in that department that exist within your group. 4. Check or uncheck the boxes to enable or disable Music/Video On Hold for Call Hold and Call Park for the department. NOTE: To play a department Music/Video On Hold source for Call Hold and Call Park calls, the source must be enabled for both services and be selected. If a source is enabled but not selected, no Music/Video On Hold is played (Group Music/Video On Hold is not played.) 5. On the Music/Video On Hold message section, click the System Defined Music/Video button or click the button to select the source of the WAV audio file or MOV video file you want for the Call Hold and Call Park services. 6. If you click External Source, click the button that selects the type of external source. Select the device, specify the port, and select the domain. For devices that support only static registration, provide information in the Contact: sip: text box, for example, sip:192.168.5.2:40070 sip:2403645125@12.39.208.204:23590 sip:2403645286@12.39.208.207:40036;user=phone;transport=udp 7. Click OK to save your changes and displays the previous page.
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Group Music/Video On Hold Modify
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Use the Group Music/Video On Hold Modify page to enable or disable the playing of a selected WAV audio file or MOV video file (music or whatever a department wants) with the Call Hold and Call Park services and to select the audio source for these services. You can select an external device as the audio source for Music/Video On Hold.
To modify or delete music/video on hold for a department:

1. On the Group Services menu page, click Music/Video On Hold. The Group Music/Video On Hold page displays. 2. This page is a list page. Depending on the number of pages of data in a list, list pages allow you to 3. Click Edit or any item on the row for the department. The Group Music/Video On Hold Modify page for the department displays. 4. To delete Music/Video On Hold for the department, click Delete. The previous page displays. NOTE: The Delete button displays only for a group administrator. 5. To edit Music/Video On Hold for the department, check or uncheck the boxes to enable or disable this service for Call Hold and Call Park for the department. 6. On the Music/Video On Hold message section, click the System Defined Music/Video button or click the button to select the source of the WAV audio file or MOV video file you want for the Call Hold and Call Park services. 7. If you click External Source, click the button that selects the type of external source. Select the device, specify the port, and select the domain. For devices that support only static registration, provide information in the Contact: sip text box, for example, sip:192.168.5.2:40070 sip:2403645125@12.39.208.204:23590 sip:2403645286@12.39.208.207:40036;user=phone;transport=udp 8. If you click Custom Music/Video File, select and upload the file or files to play from your computer. Type the path and file name of a .WAV file with your greeting in the Load Custom Audio File text box, or click Browse to select a file on your computer. If your Music/Video On Hold service has video support enabled, you can also type the path and file name of a .MOV file with your greeting in the Load Custom Video File text box, or click Browse to select a file on your computer. 9. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous.
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Group Voice Messaging
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Use the Group Voice Messaging page to determine the configuration to use for your groups voicemessaging server, to allow users to configure their own Advanced Settings for voice mail, and to enable sending voice messages to an entire group.
To configure voice messaging:

1. On the Group Services menu page, click Voice Messaging. The Group Voice Messaging page displays. 2. Use the Mail Server for Group Members control to determine whether your group will use the mail server configured by your system provider, or another mail server that you specify on this page. If you choose the System Provider Mail Server option, you do not have to specify the information listed in the Default Group Mail Server area of the page. If you select the System Provider Mail Server and save the selection, only your administrator can change the selection. 3. Check the Play a Warning announcement before starting to record a Voice Message box to have the system play a warning message to callers before starting to record a voice message. The format of the warning message complies with Mexican regulations concerning the recording of voice communications. 4. Check or uncheck the Allow users to configure their Voice Mail Advanced Settings box. 5. Check or uncheck the Allow "Send Message to Entire Group" in Voice Message Retrieval Compose/Forward Menus box. This control only appears if your system provider administrator, service provider administrator or enterprise administrator has limited the scope of the Voice Portal service to the group level. continued
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Use the Group Voice Messaging page to determine the configuration to use for your groups voicemessaging server, to allow users to configure their own Advanced Settings for voice mail, and to enable sending voice messages to an entire group.
To configure voice messaging:

6. To configure a default mail server for your group, type or select information for the server and its settings in the Default Group Mail Server area of the page.
Input box Mail Server ID Mail Server Protocol Group Default Full Mailbox Limit Group Default Message Aging Description The IP address or name of the voice mail server. The mail protocol used by the specified server. The time in minutes for messages to be left in a user's mailbox. On allows deletion of expired messages from the server. An expired message was saved by the user and has been stored on the server for more time than the period specified in the Hold Period input box but the user has not logged in to their voice mail since the message expired. When a user logs in to their voice mail, they can save any expired messages. The Hold Period begins again every time a user saves an expired message. Applies only if the user has logged in to their voice mail and has not resaved the expired messages. The number of days messages saved by a user are stored on the server before they become expired messages. Applies only if Group Default Message Aging is set to On and the user has logged in to their voice mail and has not resaved the expired messages.
Group Default Hold Period
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Group Voice Portal
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Use the Group Voice Portal page to turn the feature on or off, to configure the voice portal, and to add or modify the password for voice portal administrators in the group. All voice portal administrators share the same password and can use their phone and the voice portal to change the announcements for Auto Attendants.
To configure voice portal:

1. On the Group Utilities menu page, click Voice Portal. The Group Voice Portal page displays. 2. To change the voice portal ID, click Change User ID. The Group Change User ID page displays. Enter the new voice portal ID, select the domain from the dropdown list, and then click OK. The Group Voice Portal page displays. 3. Type or select information to configure the voice portal. Phone Number: Users dial this number to access Voice Messaging and other services. Extension: The extension box populates automatically for the phone number you select. Calling Line ID Last Name: This is the last name to be displayed on lines with Caller ID. Calling Line ID First Name: This is the first name to be displayed on lines with Caller ID. Hiragana Last Name and Hiragana First Name: Note that the Hiragana Last Name and Hiragana First Name input boxes are designed for specific markets. They do not display unless configured by your system administrator. Language: The language for the initial greeting and login messages for calls to the voice portal from outside the group. Type a numeric password, 4 to 8 digits in length. Type the password used by any group administrator to log in to the voice portal system to record Auto Attendant messages. A group administrator can change this password using the phone or this web page at any time. 4. Type the Voice Portal Password again. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center
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Use the Group Call Center page to list all current Call Centers and to activate or deactivate a Call Center. From this page, you access the Profile menu page for an existing Call Center. Use the Profile menu page to add or modify attributes for a Call Center, for example, the announcements played to callers.
To list the Call Centers:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. To activate or deactivate a Call Center, check or uncheck the Active box for the Call Center. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Add
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To add a Call Center:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Add. The Group Call Center Add page displays. 3. Type or select information for the Call Center. Note that the Hiragana Last Name and Hiragana First Name input boxes are designed for specific markets. They do not display unless configured by your system administrator. Select the Language, that is, the language in which servicespecific messages are played during calls to the Call Center. Default is English (U.S. English) unless configured otherwise. 4. The Group Policy options configure the calldistribution pattern for incoming calls. Click the button for the type of setup you want.
Policy Regular Circular Description Sends incoming calls to the next available agent. Sends incoming calls to agents according to their position on a list. After a call has been sent to the last agent on the list, the next call is sent to the agent at the top of the list. Sends incoming calls to all agent numbers at the same time. Once the call has been answered, the remaining calls to other agents are released. Sends the current incoming call to the agent who has been idle the longest. After an agent has answered a call, they are moved to the bottom of the call queue. Assigns calls randomly to agents according to percentages you assign on the Call Center Weighted Call Distribution page
Simultaneous
Uniform
Weighted Call Distribution
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5. The Call Center Settings configure these attributes for calls and agents. Type or select what you want for the Call Center.
Input Box Queue Length Time Between Messages Allow agent logon/logoff Enable music on hold for queued calls Play Comfort Message. Enable guard timer for X seconds Description The limit for the number of calls that can wait to be transferred to the next agent. The time, in seconds, after which a comfort message is played to callers whose calls are on hold. Allow agents to log on to or log off from the call center. A check mark indicates that the feature is on. Plays an audio file while a customer is on hold. Plays a comfort message while a customer is on hold. Determines how long the system will wait before routing a call to a free agent. When a caller hangs up before an agent, the system may attempt to route another incoming call to that agent before he or she has replaced the handset, causing the call to return to the queue unanswered. When this box is checked, the system waits the specified number of seconds each time an agent's phone indicates that it is ready to receive calls before routing a new call to that agent.
6. The No Answer Settings configure how the service behaves if an agent does not answer a call. 7. Type or select the data or check or uncheck a box. A checked box indicates a feature is enabled.
Input Box Skip to next agent after X rings Forward call after waiting X seconds Description Check this box to have the system pass incoming unanswered calls to the next agent determined by the current group policy after the specified number of rings. Check this box to forward calls that have not been answered by any agent after the specified number of seconds to the phone number specified in the Calls Forward to text box. This box accepts values from 0 to 7200 seconds (2 hours). Calls not answered within the time specified by the Forward call after waiting X seconds control are transferred to the specified number. If this number is not one assigned to the group, type the complete number: + <country code> <national number>.
Calls Forward to
8. Assign users as agents for the Call Center. To find a desired user, enter search criteria in the fields provided and click Search. If your group is part of an enterprise, your Hunt Group may include any user in the enterprise. On the Available Users column, select the users to be assigned as agents. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 9. Assign users as agents for the Call Center. To find a desired user, enter search criteria in the Unassign users from the call center. On the Assigned Users column, select the users and click Remove. To unassign all users (unselected) at once, click Remove All. 10. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Profile Menu
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Use the Call Center Profile menu page to display the pages to add attributes for a new Call Center or to modify attributes for a Call Center.
To access the Call Center Profile menu page:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for a Call Center. The Call Center Profile menu page displays. 3. To display the options for your Home page, click Group or Home.
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Group Call Center Passwords
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Use the Call Center Passwords page to add or change the password for the Call Center web interface and voice portal.
To change the password:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu displays. 3. Click Password. The Call Center Passwords page displays. 4. Type and retype the Reset Password text boxes. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Statistics
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To configure Call Center statistics:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu displays. 3. Click Statistics. The Call Center Call Center Statistics page displays. 4. Configure statistics reporting.
Statistic Number of incoming calls Number of calls queued Number of busy overflows Description Number of calls that have come into this Call Center group, regardless of whether t was answered, queued, or sent to Auto Attendant. Number of calls held for the next available agent. Number of calls that came in after the queue limit was exceeded. It is likely that Au Attendant answers such calls and the callers are directed to leave a message. (Th queue length is set from the Call Center Add or Call Center Modify page.) Number of calls that agents in this Call Center have answered. An approximation of the time all agents have spent on calls. If the time is less than hour, the time is given in the format mm:ss. If the time is more than one hour, the f is hh:mm:ss. An approximation of the time all calls have been held waiting for the next available If the time is less than one hour, the time is given in the format mm:ss. If the time is than one hour, the format is hh:mm:ss. An approximation of the number of agents that are busy processing calls from the Center, based on the duration of all calls processed by the Call Center during the d An approximation of the number of agents logged off, based on the total amount of each agent is logged off during the day. An approximation of the amount of time a caller stays in the Call Center queue befo they decide to hang up. If the time is less than one hour, the time is given in the for mm:ss. If the time is more than one hour, the format is hh:mm:ss.
Number of calls answered Average time spent with an agent Average time in queue
Average number of agents busy Average number of agents logged off Average hold time before call loss
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6. View statistics for individual agents.

Statistic Number of calls received for each agent Average time each agent spends with a call Amount of time each agent is logged off Amount of time each agent is busy with a call Amount of time each agent is logged on and idle Number of calls not answered by agent Description Number of calls received by each agent. Average time, in seconds, that the agent spent with a call. Amount of time, in minutes, that the agent was logged off. Amount of time, in minutes, that the agent was busy with a call. Amount of time, in minutes, that the agent was logged on and idle. The number of times an agent was presented with a call but did not answer that call.
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Group Call Center Announcements
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To configure announcements:
1. Use the Call Center Announcements page to select the source of the announcements played to callers when their calls are answered (Entrance message) and when calls are put on hold (Periodic comfort message and Music/Video On Hold). 2. To configure Call Center announcements: 3. On the Group - Services menu page, click Call Center. The Group Call Center page displays. 4. Click Edit or any item on the row for the Call Center. The Call Center Profile menu page displays. 5. Click Announcements. The Call Center Announcements page displays. 6. The Time Between Messages option determines how frequently these messages are played. In the sections for each type of message, click the button for the announcement you want. If you click Custom Announcement or Custom Music/Video File, click Browse to select a .WAV file on your computer. If your Call Center has video support enabled, you can also click Browse to select a .MOV file on your computer. If you click System Announcement or System Defined Music/Video, these announcements or music sources are played:
Message Entrance message Periodic comfort message Music/Video On Hold System Announcement or Audio Source Your call is very important to us, please wait for the next available agent, or press zero to leave a message. Your call is very important to us; please wait for the next available agent. Audio source selected for the Music/Video On Hold service.
7. To record a personal greeting, click Help for this page. 8. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.
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Group Call Center Personalized Name
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Use the Call Center Personalized Name page to add or change the audio file that contains the personalized name for the Call Center. The Personalized Name is used in the Auto Attendant and Voice Messaging services for the Call Center.
To configure personalized name:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu page displays. 3. Click Personalized Name. The Call Center Personalized Name page displays. 4. Check the Use Personalized Name for Auto Attendant and Voice Messaging box to use the audio file for the Personalized Name of the Call Center. 5. To find the audio file on your computer, click Browse and open the file. The path to the file displays in the Load Name text box. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Weighted Call Dist.
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Use the Call Center Weighted Call Distribution page to configure the call distribution policy within your Call Center. You can assign a percentage value to each agent in the Call Center. When a new call comes in, the system is more or less likely to assign that call to a given agent according to the values you set on this page. Agents already occupied with a call are not included in the random determination.
To configure weighted call distribution:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu page displays. 3. Click Weighted Call Distribution. The Call Center Weighted Call Distribution page displays. This link will only appear if you have enabled the Weighted Call Distribution policy on the profile page for this Call Center. 4. Assign a percentage value for each agent in your Call Center using the input boxes provided. The values must add up to exactly 100. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Assign Services
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Use the Call Center Assign Services page to assign or unassign the services that can be used by a Call Center (user).
To assign services:
1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu page displays. 3. Click Assign Services. The Call Center Assign Services page displays. 4. Assign services for the Call Center. 5. On the Available Services column, select the services to be assigned to the Call Center. To assign the selected services, click Add. To assign all services (unselected) at once, click Add All. 6. Unassign services. On the Assigned Services column, select the services and click Remove. To unassign all services (unselected) at once, click Remove All. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Call Center Calling Plans

Configure the following calling plans for the Call Center from the Call Plans Options:
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Group Call Center Profile
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The Call Center Call Center Profile page is used to delete a Call Center or to modify the profile information for a Call Center.
To modify a Call Center profile:

1. On the Group Services menu page, click Call Center. The Group Call Center page displays. 2. Click Edit or any item on the row for the Call Center. The Call Center Profile menu page displays. 3. Click Profile. The Call Center Call Center Profile page displays. 4. To delete the Call Center, click Delete. The previous page displays. 5. To change the Call Center ID, click Change User ID. The Group Change User ID page displays. Enter the new Call Center ID, select the domain from the dropdown list, and then click OK.
Simultaneous Uniform Weighted Call Distribution
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6. The Call Center Settings configure these attributes for calls and agents. Type or select the information you want.
Input Box Queue Length Time Between Messages Allow agent logon/logoff Enable music on hold for queued calls Play Comfort Message. Enable guard timer for X seconds Description The limit for the number of calls that can wait to be transferred to the next agent. The time, in seconds, after which a comfort message is played to callers whose calls are on hold. Allows agents to log on to or log off from the call center. A check mark indicates that the feature is on. Plays an audio file while a customer is on hold. . Plays a comfort message while a customer is on hold. Determines how long the system will wait before routing a call to a free agent. When a caller hangs up before an agent, the system may attempt to route another incoming call to that agent before he or she has replaced the handset, causing the call to return to the queue unanswered. When this box is checked, the system waits the specified number of seconds each time an agent's phone indicates that it is ready to receive calls before routing a new call to that agent.
7. The No Answer Settings configure how the service behaves if an agent does not answer a call. Type or select the data or check or uncheck a box. A checked box indicates a feature is enabled.
Input Box Skip to next agent after X rings Forward call after waiting X seconds Description Check this box to have the system pass incoming unanswered calls to the next agent determined by the current group policy after the specified number of rings. Check this box to forward calls that have not been answered by any agent after the specified number of seconds to the phone number specified in the Calls Forward to text box. This box accepts values from 0 to 7200 seconds (2 hours). Calls not answered within the time specified by the Forward call after waiting X seconds control are transferred to the specified number. If this number is not one assigned to the group, type the complete number: + <country code> <national number>.
Calls Forward to
8. Assign users as agents for the Call Center. To find a desired user, enter search criteria in the fields provided and click Search. If your group is part of an enterprise, your Call Center may include any user in the enterprise. On the Available Users column, select the users. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. NOTE: If your Call Center uses the Weighted Call Distribution policy, your new agent will be assigned a percentage value of 0, and therefore will receive no calls until you alter this value on the Call Center Weighted Call Distribution page. 9. Unassign users from the Call Center. On the Assigned Users column, select the users and click Remove. To unassign all users (unselected) at once, click Remove All. 10. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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HandsOn Training
LAB 4 Call Center Configuration
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Group CommPilot Call Manager
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The CommPilot Call Manager offers users in your group access to the Group Directory through the GROUP tab. If your group is part of an enterprise, the CommPilot Call Manager instead offers access to the Enterprise Directory through the ENTERPRISE tab. Configure access to these directories using the Group CommPilot Call Manager page.
To configure CommPilot Call Manager Group display:

1. The GROUP tab in the CommPilot Call Manager displays the contents of the group directory, lists the contents of department and web directories, and can be used to search for individual names. A group directory search displays up to 100 results. 2. On the Group Services menu page, click CommPilot Call Manager. The Group CommPilot Call Manager page displays. 3. Select the group directory configuration by selecting one of these choices: Display Group Directory: Allows users to view the contents of the group directory, list the contents of department and web directories, and search for individual names within the GROUP tab of the CommPilot Call Manager. Hide Group Directory: Hides the GROUP tab of the CommPilot Call Manager. Display Limited Group Directory (search only): Allows users only to search for individual names within the GROUP tab of the CommPilot Call Manager. For performance reasons, this option is recommended for groups with very large directories. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group CommPilot Call Manager
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The ENTERPRISE tab in the CommPilot Call Manager displays the contents of the enterprise directory, lists the contents of department and web directories, and can be used to search for individual names. An enterprise directory search displays up to 100 results.
To configure CommPilot Call Manager Enterprise display:

1. The GROUP tab in the CommPilot Call Manager displays the contents of the group directory, lists the contents of department and web directories, and can be used to search for individual names. A group directory search displays up to 100 results. 2. On the Group Services menu page, click CommPilot Call Manager. The Group CommPilot Call Manager page displays. 3. Select the enterprise directory configuration by selecting one of these choices: Display Enterprise Directory: Allows users to view the contents of the enterprise directory, list the contents of department and web directories, and search for individual names within the ENTERPRISE tab of the CommPilot Call Manager. Hide Enterprise Directory: Hides the ENTERPRISE tab of the CommPilot Call Manager. Display Limited Enterprise Directory (search only): Allows users only to search for individual names within the ENTERPRISE tab of the CommPilot Call Manager. For performance reasons, this option is recommended for most enterprises due to the large number of users typically present in the enterprise directory.. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group
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Use the Group Hunt Group page to list all current Hunt Groups and to activate or deactivate a Hunt Group. From this page, you can access the Profile menu page for an existing Hunt Group. Use the Profile menu page to add or modify attributes for a Hunt Group, for example, profile information or password.
To list Hunt Groups:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. To activate or deactivate a Hunt Group, check or uncheck the Active box for the Hunt Group. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Add
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Use the Group Hunt Group Add page to add the basic information for a new Hunt Group. A Hunt Group is itself a virtual user (the Hunt Group user) and you provision it with many of the attributes a user has.
To add a Hunt Group:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Add. The Group Hunt Group Add page displays. 3. Type or select information for the Hunt Group. Note that the Hiragana Last Name and Hiragana First Name input boxes are designed for specific markets. They do not display unless configured by your system administrator. Select the Language, that is, the language in which servicespecific messages are played during calls to the Call Center. Default is English (U.S. English) unless configured otherwise. The Group Policy options configure the calldistribution pattern for incoming calls. Click the button for the type of setup you want.
Policy Regular Circular Description Sends incoming calls to the next available user in the hunt group. Sends incoming calls to users according to their position on a list. After a call has been sent to the last user on the list, the next call is sent to the user at the top of the list. Sends incoming calls to all user numbers at the same time. Once the call has been answered, the remaining calls to other users are released. Sends the current incoming call to the user who has been idle the longest. After a user has answered a call, they are moved to the bottom of the call queue. Assigns calls randomly to users according to percentages you assign on the Hunt Group Weighted Call Distribution page
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4. The No Answer Settings configure how the service behaves if a user does not answer a call. Type or select the data or check or uncheck a box. A checked box indicates a feature is enabled.
Input Box Skip to next agent after X rings Forward call after waiting X seconds Description Check this box to have the system pass incoming unanswered calls to the next user determined by the current group policy after the specified number of rings. Check this box to forward calls that have not been answered by any user after the specified number of seconds to the phone number specified in the Calls Forward to text box. This box accepts values from 0 to 7200 seconds (2 hours). Calls not answered within the time specified by the Forward call after waiting X seconds control are transferred to the specified number. If this number is not one assigned to the group, type the complete number: + <country code> <national number>.
Calls Forward to
5. Assign users as members for the Hunt Group. To find a desired user, enter search criteria in the fields provided and click Search. If your group is part of an enterprise, your Hunt Group may include any user in the enterprise. On the Available Users column, select the users to be assigned. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Profile
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Group Hunt Group Passwords
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Use the Hunt Group Passwords page to add or change the password for the Hunt Group web interface and voice portal.
To change the password:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Edit or any item on the row for the Call Center. The Hunt Group Profile menu displays. 3. Click Password. The Hunt Group Passwords page displays. 4. Type and retype the Reset Password text boxes. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Personalized Name
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Use the Hunt Group Personalized Name page to add or change the audio file that contains the personalized name for the Hunt Group. The Personalized Name is used in the Auto Attendant and Voice Messaging services for the Hunt Group.
To configure personalized name:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Edit or any item on the row for the Hunt Group. The Hunt Group Profile menu page displays. 3. Click Personalized Name. The Hunt Group Personalized Name page displays. 4. Check the Use Personalized Name for Auto Attendant and Voice Messaging box to use the audio file for the Personalized Name of the Call Center. 5. To find the audio file on your computer, click Browse and open the file. The path to the file displays in the Load Name text box. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Weighted Call Dist.
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Use the Hunt Group Weighted Call Distribution page to configure the call distribution policy within your Hunt Group. You can assign a percentage value to each user in the Hunt Group. When a new call comes in, the system is more or less likely to assign that call to a given user according to the values you set on this page. Users already occupied with a call are not included in the random determination.
To configure weighted call distribution:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Edit or any item on the row for the Call Center. The Hunt Group Profile menu page displays. 3. Click Weighted Call Distribution. The Hunt Group Weighted Call Distribution page displays. This link will only appear if you have enabled the Weighted Call Distribution policy on the profile page for this Hunt Group. 4. Assign a percentage value for each user in your Hunt Group using the input boxes provided. The values must add up to exactly 100. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page
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Group Hunt Group Assign Services
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Use the Hunt Group Assign Services page to assign or unassign the services that can be used by a Call Center (user).
To assign services:
1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Edit or any item on the row for the Hunt Group. The Hunt Group Profile menu page displays. 3. Click Assign Services. The Hunt Group Assign Services page displays. 4. Assign services for the Hunt Group. On the Available Services column, select the services. To assign the selected services, click Add. To assign all services (unselected) at once, click Add All. 5. Unassign services. On the User Services column, select the services and click Remove. To unassign all services (unselected) at once, click Remove All. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Calling Plans

Configure the following calling plans for the Hunt Group from the Call Plans Options:
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Group Hunt Group SMDI Message Desk
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The Simplified Message Desk Interface (SMDI) Message Desk service is assigned exclusively to BroadWorks Hunt Groups to support a legacy voice mail system over an analog interface. The analog interface consists of a legacy voice mail system phone number and an SMDI interface.
To configure the SMDI Message Desk service:

1. Enable the service.
2. Assign a 3digit Message Desk Number. This number is included as a field in the SMDI Call History Messages and is used by the VMS to uniquely identify the Hunt Group. 3. Enter a list of terminal servers to which the SMDI messages are sent. Each terminal server is defined by a name, IP address, and port. These fields are mandatory. If the list of terminal servers is empty, an alarm is generated at call processing time. 4. Configure the Third-Party Voice Mail Support service to use the phone number of the newly created Hunt Group as voice mail server address.
To configure the SMDI message desk:

1. On the Group Services menu page, click Hunt Group. The Group Hunt Group page displays. 2. Click Edit or any item on the row for the Hunt Group. The Hunt Group Profile menu page displays. 3. Click the Incoming Calls option (left side of page). The Incoming Calls menu displays. 4. Click SMDI Message Desk. The SMDI Message Desk page displays. 5. To turn the SMDI Message Desk service on, click On. Type the message desk number in the input box. Message desk numbers are three characters between 000 and 999. (If a message desk number is not provided, the SMDI Message Desk service cannot be turned on.) 6. To apply your changes, click Apply.
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Group Hunt Group SMDI Message Desk Add
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To add terminal servers:

1. On the SMDI Message Desk page, click Add. The SMDI Message Desk Add page displays. 2. In the Name input box, type the name of the terminal server, this can be one to 40 characters long and can contain special characters and spaces. 3. In the Address input box, type the terminal server address, which is an IP address or host name and can be two to 80 characters in length. Spaces and the @ symbol are not permitted. 4. In the Port input box, type the number of the port, this is a numeric value from 1 to 65536. 5. To save your changes, click OK. The SMDI Message Desk page displays. To add another terminal server, repeat this procedure. Or 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Hunt Group Profile
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The Group Hunt Group Profile page is used to delete a Call Center or to modify the profile information for a Hunt Group. To modify a Hunt Group profile: 1. On the Group Services menu page, click Hunt Group. 2. Click Edit or any item on the row for the Hunt Group. The Hunt Group Profile menu page displays. 3. Click Profile. The Hunt Group Hunt Group Profile page displays. 4. The Group Policy options configure the calldistribution pattern for incoming calls. Click the button for the type of setup you want. 5. To change the Hunt Group ID, click Change User ID. The Group Change User ID page displays. Enter the new Call Center ID, select the domain from the dropdown list, and then click OK. 6. Assign users as members of the Hunt Group. To find a desired user, enter search criteria in the fields provided and click Search. If your group is part of an enterprise, your Hunt Group may include any user in the enterprise. On the Available Users column, select the users. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 7. Unassign users. On the Assigned Users column, select the users and click Remove. To unassign all users (unselected) at once, click Remove All. 8. To delete the Call Center, click Delete. The previous page displays. 9. Save your changes. Click Apply or OK.
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Group Series Completion
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Series completion allows calls to be routed to the next available line, much like the Hunt Group service. The difference is the caller dials a real directory number rather than a virtual one and several lines ring at several phones.
To list series completion:

1. On the Group Services menu page, click Series Completion. The Group Series Completion page displays. 2. To display the previous page, click OK or Cancel.
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Group Series Completion Add
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To add a series completion:

1. On the Group Services menu page, click Series Completion. The Group Series Completion page displays. 2. Click Add. The Group Series Completion Add page displays. 3. Type the group name. An asterisk (*) indicates required data. 4. Assign users: 5. To find a desired user, enter search criteria in the fields provided and click Search. For more information on defining search criteria, see section 4.7 Advanced Search. 6. On the Available Users column, select the users. On a column, you can select some or all of the items. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. 7. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 8. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Series Completion Modify
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To modify a series completion:

1. On the Group Services menu page, click Series Completion. The Group Series Completion page displays. 2. Click Edit or any item on the row for the group. The Group Series Completion Modify page displays. 3. To delete the group, click Delete. The previous page displays. 4. Edit the information for the group: Type or select information. An asterisk (*) indicates required data. 5. Assign users: To find a desired user, enter search criteria in the fields provided and click Search. On the Available Users column, select the users. To assign the selected users, click Add. To assign all users (unselected) at once, click Add All. 6. Unassign users: On the Assigned Users column, select the users and click Remove. To unassign all users (unselected) at once, click Remove All. 7. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Third-Party Voice Mail Support
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Use the Group Third-Party Voice Mail Support page to enable or disable this service for the group.
To enable or disable third-party voice mail:

1. On the Group Services menu page, click Third-Party Voice Mail Support. The Group Third-Party Voice Mail Support page displays. 2. To enable or disable the service, click On or Off. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Service Scripts Menu
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The items in the Service Scripts menu allow group administrators to use Call Processing Language (CPL) scripts to execute or customize call management features. BroadSoft, certified Third-Party developers, certified group administrators, or service providers develop CPL scripts.
To access the service scripts menu:

On your Home page, on the Options list, click Service Scripts. The Group Service Scripts menu page displays.
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Group Configuration
Put an Example script here
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Use the Group Configuration page to enable or disable the use of a CPL script in the group. On this page you can also view the contents of a script that has been loaded for your group.
To enable or disable a CPL script:

1. On the Group Service Scripts menu page, click Configuration. The Group Configuration page displays. On this page, if a script has been loaded, the contents of the script display in the Script Source input box. 2. Click Enabled or Disabled. Enabled indicates the feature is on. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Load
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Use the Group Load page to load a CPL script for the group.
To load a CPL script:

1. On the Group Service Scripts menu page, click Load. The Group Load page displays. 2. Select the source of the script file: 3. To use a file on your computer, click Browse then find and open the file. The path to the file displays in the File text box. 4. To use a file on your web server, type the address of the server in the URL text box. NOTE: After a script has been loaded for your group, the contents of the script display in the Script Source input box on the Group Configuration page. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Logs
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Use this item on the Group Service Scripts menu page to view or clear logs from a CPL Script.
To view or clear logs from a CPL Script:

1. On the Group Service Scripts menu page, click Logs. The Group Logs page displays. The logs displayed in the Log trail box are the logs generated by and specified in the script. 2. To clear the logs on display, check the Clear Logs box. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Acct/Auth Codes
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Use the Group Acct/Auth Codes menu to create groups of users who are required to enter a code before being allowed to continue with a call.
To access the Acct/Auth Codes Menu:

On your Home page, from the Options list, click Acct/Auth Codes. The Group Acct/Auth Codes menu page displays.
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Group Administration
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Use the Group Administration page to: Identify the users who cannot make calls outside the group (or to other groups) without entering an account code after a prompt (Mandatory restricted usage) Identify the users who can choose whether or not to enter a Feature Access Code (FAC) and then to enter an account code after a prompt to make outsidegroup calls [Optional (FACbased) usage] Remove account code usage restrictions for local and tollfree calls
Calls made with account codes are reported to the billing records. Calls are connected when a code of valid length (number of digits) is entered.
To administer acct/auth codes:

1. On the Group Acct/Auth Codes menu page, click Administration. The Group Administration page displays. 2. To display the version of the page for account codes, click Account Code. Select the Number of Digits for account codes. Click the Allow Local and TollFree Calls without Account/Authorization Code box to turn the feature on (checked) or off (not checked). 3. Assign users to one of the Restricted Users lists. To find a desired user, enter search criteria in the fields provided and click Search. On the Nonrestricted Users column, select the users. To assign the selected users, click Add beside the Restricted Users column to which you want to assign the users: Mandatory Usage or Optional (FAC based) Usage. To move all users (unselected) at once, click Add All beside the list. 4. Unassign users from the Restricted Users lists. On the appropriate Restricted Users column, select the users and click Remove beside the list. To move all items (unselected) at once, click Remove All beside the list. 5. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Administration
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Use the Group Administration page to identify the users who cannot make calls outside the group (or to other groups) without entering an authorization code after a prompt and remove authorization code usage restrictions for local and tollfree calls. Outgoing calls restricted by the Outgoing Calling Plan or the Forwarded Transferred Calls portion of the calling plan service will not be permitted. In addition, Simultaneous Ring phone numbers that are outside the group will not ring if the user of the service is assigned an Authorization Code.
To identify the users:

1. On the Group Acct/Auth Codes menu page, click Administration. The Group Administration page displays. 2. To display the version of the page for authorization codes, click Authorization Code. type the Number of Digits for authorization codes. Click the Allow Local and TollFree Calls without Account/Authorization Code box to turn the feature on (checked) or off (not checked). Assign users to the Restricted Users column. To find a desired user, enter search criteria in the fields provided and click Search. On the Nonrestricted Users column, select the users. To assign the selected users, click Add. To move all users (unselected) at once, click Add All. 3. Unassign users from the Restricted Users list. On the Restricted Users column, select the users and click Remove. To move all users (unselected) at once, click Remove All. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Codes Management
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Use the Group Codes Management page to view and delete account and authorization codes. From this page, you can add account and authorization codes. NOTE: If a sixdigit length is specified for a code on the Group Administration page and a corresponding code is added on the Group Codes Management page, if the code length is changed, the original sixdigit code is deleted from the list of codes on the Group Codes Management page.
To view or delete account and authorization codes:

1. On the Group Acct/Auth Codes menu page, click Codes Management. The Group Codes Management page displays. 2. To delete a code: Check the Delete box for the code. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
To add an account and authorization code:

1. On the Group Acct/Auth Codes menu page, click Codes Management. The Group Codes Management page displays. 2. Click Add. The Group Codes Management Add page displays. 3. Type the information for the code. An asterisk (*) indicates required data. 4. The length of a code is specified on the Group Administration page. 5. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Calling Plan Menu
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Use the Group Calling Plan menu to configure codes and digit strings for the calling plans and to manage the calling plans.
To access the calling plan menu:

On your Home page, on the Options list, click Calling Plan. The Group Calling Plan menu page displays.
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Group Codes Management
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Use the Group Codes Management page to list the current codes for the group and departments. From this page, you add, modify, or delete codes for the group and departments.
To list the current codes for the group and departments:

1. On the Group Calling Plan menu page, click Codes Management. The Group Codes Management page that contains the codes for the group and departments displays. 2. To display the previous page, click OK.
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Group Codes Management Add
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Use the Group Codes Management Modify (Department) and the Group Codes Management Add (Department) pages to select the group or department and add a code for the group or the selected department.
To add a code for the group or the selected department:

1. On the Group Calling Plan menu page, click Codes Management. The Group Codes Management page that contains the codes for the group and departments displays. 2. This page lists all departments within your group. If your group is part of an enterprise, this page also lists any departments created on the enterprise level by your enterprise administrator. If you choose to modify the code management settings for an enterprise level department, your changes will only apply to users in that department that exist within your group. 3. In the Department column, click Group Default or the name of a department. The Codes Management Modify (Department) page displays. 4. Click Add. The Codes Management Add (Department) page displays. 5. Type the information for the new code. An asterisk (*) indicates required data. 6. Save your changes: Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Codes Management Modify (Dept.)
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Use the Group Codes Management Modify (Department) and the Group Codes Management Add (Department) pages to select the group or department and delete a code for the group or the department.
To delete a code for a group or department:

1. On the Group Calling Plan menu page, click Codes Management. The Group Codes Management page that contains the codes for the group and departments displays, as indicated by the Departments tab. 2. On the row for the department with a code, click the name of the department. The Codes Management Modify (Department) page displays. 3. To delete a code, check the Delete box for the code. 4. Save your changes: Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Digit Strings
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The Digit Strings page allows you to set up a custom digit string plan.
To list or delete digit strings:

1. On the Group Calling Plan menu page, click Digit Strings. The Group Digit Strings page that contains the existing digit strings for the calling plans for the group displays. 2. To delete a digit string, check the Delete box for the string. 3. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
To add digit strings:

1. On the Group Calling Plan menu page, click Digit Strings. The Group Digit Strings page that contains the existing digit strings for the calling plans for the group displays. 2. Click Add. The Group Digit Strings Add page displays. 3. Type data for the digit string. An asterisk (*) indicates required data. 4. A digit string can contain one or more question marks (?) as a wildcard that represents any digit between 09. These wild cards (?) can appear in any position except as the national prefix or country code. 5. An asterisk (*) can also be used as a wildcard. This wild card can be used once, in the trailing position to the right. 6. If a digit string contains a ? and a *, the * must be after the ?. 7. Examples: 703??????? and 703???* 8. Save your changes. Click OK. The previous page displays. To exit without saving, select another page or click Cancel to display the previous page.
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Group Digit Strings Modify
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To modify or delete digit strings:

1. On the Group Calling Plan menu page, click Digit Strings. The Group Digit Strings page that contains the existing digit strings for the calling plans for the group displays. 2. This page is a list page. Depending on the number of pages of data in a list, list pages allow you to search several different ways. You can click the heading of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. For more information, see section 4.6 Search List Pages. 3. Click Edit or any item on the row for the string. The Group Digit Strings Modify page displays. 4. To delete the string, click Delete. The previous page displays. 5. To modify the string: type data for the string. An asterisk (*) indicates required data. 6. A digit string can contain one or more question marks (?) as a wildcard that represents any digit between 09. These wild cards (?) can appear in any position except as the national prefix or country code. 7. An asterisk (*) can also be used as a wildcard. This wild card can be used once, in the trailing position to the right. 8. If a digit string contains a ? and a *, the * must be after the ?. 9. Examples: 703??????? and 703???* 10. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Transfer Numbers
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You assign transfer numbers (T1, T2, and T3) to specific call types in the Outgoing Calling Plan and Outgoing Digit Plan to block users from making those types of calls. When a user dials a number for a call type to which a transfer number has been assigned, the call is routed to the transfer number instead of to the dialed number. If a department has no transfer number, and an outgoing call type has a transfer number assigned to it, the call is blocked. Use the Group Transfer Numbers page to list, add, modify, or delete the current transfer numbers for the group and departments. NOTE: Department settings override group settings.
To list, add, modify, or delete the current transfer numbers for the group and departments:
1. On the Group Calling Plan menu page, click Transfer Numbers. The Group Transfer Numbers page that contains the transfer numbers for the group and departments displays, as indicated by the Departments tab. 2. To add, modify, or delete the transfer numbers for a department with a customized Outgoing Calling Plan, edit the Transfer Number text boxes for the department. 3. This page lists all departments in your group. If your group is part of an enterprise, this page also lists any departments created on the enterprise level by your enterprise administrator. If you choose to modify the transfer numbers for an enterpriselevel department, your changes will only apply to users in that department that exist within your group. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Incoming Calling Plan
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Use the Group Incoming Calling Plan page to list, add, modify, or delete the current settings for the Incoming Calling Plan for the group and departments. A checked call type indicates that calls of this type are allowed. On this page, Calls From Within Group, Calls From Outside Group, and Collect Calls are call types provided by BroadWorks; other call types are customized for the group. NOTE 1: Department settings override group settings. NOTE 2: This page lists all departments in your group. If your group is part of an enterprise, this page also lists all departments created at the enterprise level by your enterprise administrator. If you alter the settings for an enterpriselevel department, your changes will only apply to users in that department that exist within your group.
To customize the incoming calling plan:

1. On the Group Calling Plan menu page, click Incoming Calling Plan. The Group Incoming Calling Plan page that contains the current settings for the group and departments displays. 2. Edit the settings on the rows for the group and departments. To add a setting, check the box for the call type, for example, Collect Calls. To modify a setting, check or uncheck the box for the call type. To delete a setting, uncheck the box for the call type. 3. In the Calls From Outside Group column, choose one of these settings: Y Allows users in the group or department to receive all calls from outside the group. P Allows users in the group or department to receive calls from outside the group only if the outside call is transferred or forwarded to the user by another user inside the group. N Prevents users in the group or department from receiving all calls from outside the group, even if the outside call has been transferred or forwarded by a user inside the group. NOTE: Fully restricted users (N in Calls From Outside Group column) cannot pick up outside calls in their call pickup group or outside calls parked by a user in their group. A fully restricted user can receive calls from CityWide Centrex (CWC) users when the fully restricted user and the CWC user are in the same CWC group. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Outgoing Calling Plan
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Use the Group Outgoing Calling Plan page to list, add, modify, or delete the current settings for the Outgoing Calling Plan for the group and departments. All new users receive the privileges assigned to the Group Default or if assigned to a department, they receive the privileges assigned to that department.
Call Type Group Local Toll Free Toll International Operator Assisted Chargeable Directory Assistance Special Services I Special Services II Premium Services I Premium Services II Casual URL Dialing Unknown Description Calls from within the user's business group. Calls within the local calling area. Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Calls outside the local calling area. Chargeable calls to other countries. Calls made with the chargeable assistance of an operator. Calls made to Directory Assistance such as 411 or the area code followed by 555-1212. Calls to 700 numbers. These calls may or may not be chargeable. Customizable by the system provider. Chargeable calls to 900 numbers. Chargeable calls to 976 numbers. 1010XXX or 10XXX chargeable calls. Example: 10-10-321, followed by the number you are calling. Chargeable calls made to an e-mail address instead of a phone number. Unknown call type.
To configure the outgoing calling plan: 1. On the Group Outgoing Calling Plan menu page, click Outgoing Calling Plan. The Group Outgoing Calling Plan page that contains the Group Originating settings for the group and departments displays, as indicated by the active tab. 2. Edit the Group Originating settings on the rows for the group and Department: 3. To allow a call type, select Y from the dropdown list. 4. To block a call type, select N from the dropdown list. 5. To specify use of an authorization code for a call type, select A from the dropdown list. 6. To identify one of three transfer numbers (a call type), select T1, T2, or T3 from the dropdown list.
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7. To display the Group Initiating Call Forwards/Transfers settings for the group and Department: Click the Group Initiating Call Forwards/Transfers tab. The Group Outgoing Calling Plan page that contains the Group Initiating Call Forwards/Transfers settings for the group and departments displays. 8. Edit the Group Initiating Call Forwards/Transfers settings: 9. To add a setting, check the box for the call type, for example, Toll Free. 10. To modify a setting, check or uncheck the box for the call type. 11. To delete a setting, uncheck the box for the call type.
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12. To display the Group Being Forwarded/Transferred settings for the group and Department: Click the Group Being Forwarded/Transferred tab. The Group Outgoing Calling Plan page that contains the Group Being Forwarded/Transferred settings for the group and departments displays. 13. Edit the Outside Group setting: To allow calls between users in the group or a department (intragroup calls) to be transferred or forwarded by another user in the same group or department to telephone numbers outside the group, check the box for Outside Group for the group or department. To prevent calls between users in the group or a department (intragroup calls) from being transferred or forwarded by another user in the same group or a department to telephone numbers outside the group, uncheck the box for Outside Group for the group or a department. 14. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Outgoing Digit Plan
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The settings on the Outgoing Digit Plan define the customized types of calls that group members and department members are allowed to make, forward, or transfer. The call types are configured as digit strings. The call types in the Outgoing Digit Plan are in addition to those provided by BroadWorks on the Outgoing Calling Plan.
To configure the outgoing digit plan:

1. On the Group Calling Plan menu page, click Outgoing Digit Plan. The Group Outgoing Digit Plan page that contains the Group Originating settings for the group and departments displays, as indicated by the active tab. 2. Edit the Group Originating settings on the rows for the group and Department: 3. To allow a call type, select Y from the dropdown list. 4. To block a call type, select N from the dropdown list. 5. To specify use of an authorization code for a call type, select A from the dropdown list. 6. To identify one of three transfer numbers for a call type, select T1, T2, or T3 from the dropdown list. To view or change the transfer numbers, see section
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Group Outgoing Digit Plan
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To configure the Group Fwd/Transfer settings for the group and department:
1. Click the GroupInitiating Call Forwards/Transfers tab. The Group Outgoing Digit Plan page that contains the Group Initiating Call Forwards/Transfers settings for the group and departments displays. 2. Edit the GroupInitiating Call Forwards/Transfers settings: 3. To add a setting, check the box for the call type, for example, Toll. 4. To modify a setting, check or uncheck the box for the call type. 5. To delete a setting, uncheck the box for the call type. 6. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Utilities Menu
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Group Utilities Menu

On your Home page, on the Options list, click Utilities. The Group Utilities menu page displays.
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Group Group Calling Line ID
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Use the Group Calling Line ID page to configure the number for the group CLID (Group Number) and to enable or disable the group number and name for all outgoing inter group and emergency calls. To allow users without phone numbers to make calls, the Group Calling Line ID number must be configured. When you enable the group number (check the Use group number, instead of user number, in the outgoing Calling Line ID check box), if a user has a configured user number or a configured CLID, the group CLID is displayed instead of the user number or CLID, according to the CLID setting configured by your service provider administrator.
To configure the calling line ID:

1. On the Group Utilities menu page, click Calling Line ID. The Group Calling Line ID page displays. The current Calling Line Group Name displays below the boxes. NOTE: To change the Calling Line ID Name, see section 7.3.1 Modify Group Profile. 2. Select the number for the group CLID. 3. To set the calling line group number or name for the group, check one or both boxes. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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This table shows how the settings for configured user CLIDs affect which CLID is displayed for emergency calls or intergroup calls from users in a group.
Setting for Configured User CLID User CLID for all calls User Number Configured or Group Number Configured and Enabled Only user number configured Only group number configured and enabled User number configured and group number configured and enabled User CLID for all but emergency calls Only user number configured Only group number configured and enabled User number configured and group number configured and enabled User CLID for emergency calls only Only user number configured Only group number configured and enabled User number configured and group number configured and enabled User CLID for no calls Only user number configured Only group number configured and enabled User number configured and group number configured and enabled CLID or Number Displayed for User Calls (Emergency and Outside Group)
User CLID for all calls User CLID for emergency calls Group CLID for all but emergency calls User CLID for emergency calls Group CLID for all but emergency calls User number for emergency calls User CLID for all but emergency calls Group CLID for all calls User number for emergency calls Group CLID for all but emergency calls User CLID for emergency calls User number for all but emergency calls User CLID for emergency calls Group number for all but emergency calls User CLID for emergency calls Group number for all but emergency calls User number for all calls Group number for all calls User number for emergency calls Group CLID for all but emergency calls
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Group Common Phone List
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The Common Phone List, used as a speeddial list from user CommPilot Call Managers, can contain as many contacts as required. You can edit these contacts at any time and the change is effective immediately in all user CommPilot Call Manager Group Phone Lists. If your group is part of an enterprise, your common phone list will be merged in users CommPilot Call Managers with the enterpriselevel common phone list defined by your enterprise administrator.
To list common phone numbers:

1. On the Group Utilities menu page, click Common Phone List. The Group Common Phone List page displays. 2. To delete a number, check the Delete box for the number. 3. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Common Phone List Add/Modify
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To add a common phone number:

1. On the Group Utilities menu page, click Common Phone List. The Group Common Phone List page displays. 2. Click Add. The Group Common Phone List Add page displays. 3. Type the information for the number. An asterisk (*) indicates required data. 4. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
To modify a common phone number:

1. On the Group Utilities menu page, click Common Phone List. The Group Common Phone List page displays. 2. Click Edit or any item on the row for the number. The Group Common Phone List Modify page displays. 3. To delete the number, click Delete. The previous page displays. 4. To modify the number, type the new information for the number. An asterisk (*) indicates required data. 5. Save your changes. Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Common Phone List Import
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Use the Group Common Phone List Import page to import an existing Comma Separated Values (CSV) phone list. To produce a CSV text file, click the Help link for the page or see the instructions for an application such as Microsoft Outlook, Word, or Excel.
To import a common phone list:

1. On the Group Utilities menu page, click Common Phone List. The Group Common Phone List page displays. 2. Click Import Phone List. The Group Common Phone List Import page displays. 3. Select the file: Click Browse to find and open the CSV file. The path to the file displays in the text box. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Feature Access Codes
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To configure feature access codes:

1. On the Group Utilities menu page, click Feature Access Codes. The Group Feature Access Codes page displays. For more information about feature access codes, see the list after the end of this procedure. 2. To add or modify the prefix for Speed Dial 100 calls, on the * Speed Dial 100 Prefix text box, type the prefix or select the current prefix and type the new prefix (one or two characters using 0 to 9, *, #). 3. To reset feature access codes back to their default settings, click Revert Back to Default FAC Setting. All feature access codes revert back to the default values set by your service provider. 4. To modify a required feature access code, on the Main (Required) text box for the service, select the current feature access code and type the code you want. 5. NOTE: Be careful not to configure a code that is already in use in the group or configure a code that is the same as an extension already in use in the group. A feature access code can be two to five characters long; consist of characters A through D, digits (09) and the special characters * and #. 6. To add or modify an alternate feature access code, on the Alternate (Optional) text box for the service, type the new code or select the current code and type the new code. 7. NOTE: Be careful not to configure a code that is already in use in the group or configure a code that is the same as an extension already in use in the group. A feature access code can be two to five characters long; consist of characters A through D, digits (09) and the special characters * and #. 8. To delete an alternate feature access code, on the Alternate (Optional) text box for the service, delete the current code. 9. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Code #8 *72 *73 *90 *91 *92 *93 *67 *65 *68 *88 *98 *69 *70 *99 *57 *97 *33 *55 *78 *79 *22 *66 *60 *71 *50 *75 *74 *47 *37
Feature Automatic Callback Deactivation Call Forwarding Always Activation Call Forwarding Always Deactivation Call Forwarding Busy Activation Call Forwarding Busy Deactivation Call Forwarding No Answer Activation Call Forwarding No Answer Deactivation Calling Line ID Delivery Blocking per Call Calling Line ID Delivery per Call Call Park Call Park Retrieve Call Pickup Call Return Cancel Call Waiting Clear Voice Message Waiting Indicator Customer Originated Trace Directed Call Pickup Directed Call Pickup with Barge-in Direct Voice Mail Transfer Do Not Disturb Activation Do Not Disturb Deactivation Flash Call Hold Last Number Redial Music On Hold Per-Call Deactivation Per-Call Account Code Push to Talk Speed Dial 100 Speed Dial 8 Sustained Authorization Code activation (calls unlocking) Sustained Authorization Code activation (calls locking)
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Group Group Directory
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The Group Directory is not available if your group is part of an enterprise. In its place, you have access to the Enterprise Directory. For more information, see section 13.6 Use the Group Group Directory page to view the list of phone numbers and related information for each user. The list also shows a users Yahoo ID and indicates if the user is online as follows:
Yahoo ID Icon Yellow icon Grey icon No icon Description Indicates the user is online and logged in to Yahoo Instant Messaging. Indicates the user not online or logged in to Yahoo Instant Messaging. Indicates that a Yahoo Instant Messaging user ID has not been configured.
To display the group directory:

1. On the Group Utilities menu page, click Group Directory. The Group Group Directory page displays. The Group Group Directory page is a list page that contains an advanced search. The YahooID, Name, Phone Number, Extension, Mobile, Email Address, and Department display for each user. 2. To display the summary of company phone numbers and related information, click Group Directory Summary. A printable summary page displays in a separate browser window. 3. To display the details for each phone number and related information, click Group Directory Detail. A printable detail page displays in a separate browser window. 4. To display the previous page, click OK.
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Group Group Directory Summary/Details

Summary
Details
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Group Enterprise Directory
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To display the enterprise directory:

1. On the Group Utilities menu page, click Enterprise Directory. The Group Enterprise Directory page displays. 2. The Group Group Directory page is a list page that contains an advanced search. The YahooID, Name, Phone Number, Extension, Mobile, Email Address, and Department display for each user. 3. To display the summary of company phone numbers and related information, click Enterprise Directory Summary. A printable summary page displays in a separate browser window. 4. To display the details for each phone number and related information, click Enterprise Directory Detail. A printable detail page displays in a separate browser window. 5. To display the previous page, click OK.
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Group Enterprise Summary/Details
Summary
Details
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Group Inventory Report
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Use the Group Inventory Report page to generate a report that lists an inventory of one or more of these criteria: users, services, phone numbers, devices, or department. You can also send a copy of the report to an email address.
To report on the inventory:

1. On the Group Utilities menu page, click Inventory Report. The Group Inventory Report page displays. 2. To generate a report, check the boxes for the items you want included in the report. 3. To send a copy of the report to an email address, type the address. 4. Click Generate Report. The report displays in a separate browser window. 5. To display the previous page, click OK.
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Group Password Rules
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Use the Group Password Rules page to edit or view the criteria currently set for user passwords. If a service provider administrator has set some password rules, you cannot edit the input boxes for those rules. If the service provider administrator has set all the rules, this page is readonly. Users must follow the criteria set on this page when entering, resetting, or changing their passwords.
To configure the password rules:

1. On the Group Utilities menu page, click Password Rules. The Group Password Rules page displays. 2. Type or select data in any editable input box. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Voice Portal Passcode
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Use this page to configure the passcode rules to access to the voice portal. These increase the security of the voice portal.
To configure the voice portal passcode rules:

1. On the Group Utilities menu page, click Voice Portal Passcode Rules. The Group Voice Portal Passcode Rules page displays. 2. Use the Voice Portal users use control to determine whether your users voice portal passcodes will follow the rules set by the system provider administrator, by the service provider or enterprise administrator, or by the group settings on this page. 3. Type or select data in the input boxes provided. NOTE: The settings on this page reflect the current settings for the group passcode rules. If you have chosen to use other settings provided by your system provider administrator, enterprise administrator or service provider administrator, the settings displayed on this page may not reflect the settings currently in effect within your group. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Configure Device
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Use the Group Configure Device to view the configurable devices assigned to the group.
To display configurable devices:

1. On the Group Utilities menu page, click Configure Device. The Group Configure Device page displays. 2. To display the previous page, click OK.
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Group Configure Device Modify
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Use the Group Configure Device Modify page to load a new or modified configuration template file of a device that supports Enhanced Configuration (some IP Phones and SNAP devices).
To load a new or modified configuration template file of a device:

1. On the Group Utilities menu page, click Configure Device. The Group Configure Device page displays. 2. Click Edit or any item on the row for the device. The Group Configure Device Modify page displays. 3. To change the configuration file, click Browse to find and open the file. The file name displays in the Uploaded File text box and the contents of the file display in the large text box. 4. If you change the configuration file, click Rebuild the file. This feature supports these Device: Cisco 7940, Cisco 7960, Mitel 5055, Polycom Soundpoint IP 500, and Polycom Soundpoint IP 600. 5. The device configuration file is regenerated and transmitted to the File Server. (The rebuild operation is completed even when there has not been a change to the device configuration file.) 6. To instruct the phone to reload its configuration file from the File Server, click Reset the Phone(s). This feature supports these Device: Cisco 7940, Cisco 7960, Polycom Soundpoint IP 500, and Polycom Soundpoint IP 600. 7. The device configuration file is regenerated and transmitted to the File Server. The phone will not reload the new file unless the phone is reset. 8. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Extension Dialing
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Extension Dialing allows users in the group to dial only an extension number using the web interface or a phone to reach other members of the group. All extensions in a group must be the same length. The configured length of a group extension cannot be decreased. Use the Group Extension Dialing page to modify the extension length for the group.
To configure extension dialing:

1. On the Group Utilities menu page, click Extension Dialing. The Group Extension Dialing page displays. 2. To change the length of extensions for the group, click the Extension Length button that corresponds to the desired length. 3. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Intercept Group
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Intercept Group allows your administrator to block calls to the members of your group. When Intercept Group is on and a call is routed to a member of your group, the system plays a message to the caller that may include a new or alternate phone number where the members of the group can be reached. Use the Group Intercept Group page to list the Intercept Group settings configured by the service provider administrator for your group.
To configure intercept group:

1. On the Group Utilities menu page, click Intercept Group. The Group Intercept Group page displays. 2. To display the previous page, click OK.
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Group LDAP Directory
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Use the Group LDAP Directory page to select the source of the Lightweight Directory Access Protocol (LDAP) directory configuration (systemlevel, service provider or enterpriselevel, or grouplevel) and to configure a group LDAP directory. To select the LDAP directory type and configure group LDAP directory : 1. On the Group Utilities menu page, click LDAP Directory. The Group LDAP Directory page displays. 2. Use the LDAP Directory for Group Members control to determine the source of your directory servers configuration. If you select System Provider Directory, Service Provider Directory, or Enterprise Directory, you do not need to supply the rest of the information on this page. Click OK to save your changes and return to the previous page. If you select Group Directory, type or select data in the Group LDAP Directory Settings input boxes. 3. You can specify a search filter to include in all directory server searches in the Search Filter box. By default, the suggested search filter is (telephoneNumber=*), which will restrict all directory server searches made using the CommPilot Call Manager to directory users with the telephoneNumber attribute specified. 4. Check Always Include Search Attribute in Search Filter if you want to force the current Search Attribute to be included in all directory server searches, even when the user leaves search parameters blank. 5. Use the table at the bottom of the page to specify up to four attributes for the system to return from the directory server and display in the CommPilot Call Manager after each search. In the Attribute Name column of the table, specify the attributes you wish to display, and assign a text label to display for each attribute in the Web Label column. You must select one of the attributes listed in this table to be the current search attribute. Click the button corresponding to your choice in the Search Attribute column. 6. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Voice Portal Branding
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Use the Voice Portal Branding page to select the sources for the Voice Portal Greeting and the Voice Messaging Greeting.
To configure voice portal branding:

1. On the Group Utilities menu page, click Voice Portal Branding. The Group Voice Portal Branding page displays. 2. Click the button to select the type of greeting. 3. If you select Branded Greeting, click Browse to find and open the source file for the greeting on your computer. This file must be a properly configured WAV file (CCITT u law or alaw, 8bit, 8kHz mono) or MOV file (H.263 video codec, hinted streaming). The path to the file displays in the Load Custom Greeting box. 4. Save your changes: Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Group Loudspeaker Paging
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Use the Group Users Add page to add the Loudspeaker Paging user. The First Name, Last Name, and Extension display in the Group Phone List.
To configure loudspeaker paging:

1. On the Group Profile menu page, click Users. The Group Users page displays. 2. Click Add. The Group Users Add page displays. 3. Type information for the paging user. Required data is indicated with an asterisk (*). 4. *User ID, *Last Name, *First Name, Phone Number, Extension, *Calling Line ID Last Name, *Calling Line ID First Name, *Initial Password (twice), *Time Zone. 5. For Device Category, assign an IAD/Gateway device and port number. 6. Assign these services to the paging Users:
Selective Call Acceptance Call Management
NOTE: For Selective Call Acceptance, type the description and select the days and times that the calling criteria are valid. In the Specific phone numbers boxes, add the national phone number of the users allowed to access the paging system.
7. Configure Incoming Calling Plan for paging user to accept calls only from within the group. 8. Configure the Outgoing Calling Plan so that calls cannot originate from the paging phone number (no checked call type check boxes).
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Hands-On Training
LAB 3 Group Provisioning
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LAB 3: Group Provisioning

This lab covers Application Server group provisioning. After you complete this lab, you will be able to: - Assign group access devices - Assign service - Configure extension dialing - Activate the voice portal - Define group departments - Configure an Auto Attendant - Configure calling plans - Create a shared device user and a phantom user - Configure voice messaging
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Log in as a group administrator

To begin this lab, log in as a group administrator in accordance with the following:
Team Team 1 Team 1 Team 2 Team 2 Team 3 Team 3 Team 4 Team 4 Team 5 Team 5 Team 6 Team 6 Team 7 Team 7 Team 8 Team 8 Team 9 Team 9 Group Administrator ID grp1_1_admin grp1_2_admin grp2_1_admin grp2_2_admin grp3_1_admin grp3_2_admin grp4_1_admin grp4_2_admin grp5_1_admin grp5_2_admin grp6_1_admin grp6_2_admin grp7_1_admin grp7_2_admin grp8_1_admin grp8_2_admin grp9_1_admin grp9_2_admin Group Administrator Password 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456 123456
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Group Access Devices

Users must be associated with a device. MGCP devices must be created before they can be assigned to a user. SIP phone devices can be created dynamically when a user is created. 1. On the Service Provider Profile menu page, click Groups. The Service Provider Groups page displays. 2. Click on the group belonging to your team shown in the table below.
Team Team 1 Team 2 Team 3 Team 4 Team 5 Team 6 Team 7 Team 8 Team 9 Group ID GRP1_1 GRP2_1 GRP3_1 GRP4_1 GRP5_1 GRP6_1 GRP7_1 GRP8_1 GRP9_1 Device Name Polycom1 Polycom2 Polycom3 Polycom4 Polycom5 Polycom6 Polycom7 Polycom8 Polycom9 Device Type Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Verilink NetEngine 6x08 MGCP1.0 Address 192.168.5.111 192.168.5.112 192.168.5.113 192.168.5.114 192.168.5.115 192.168.5.116 192.168.5.125 192.168.5.126 192.168.5.130
3. Click Resources. The Group Resources menu page displays. 4. Click Devices. The Group Assign Domains page displays. 5. Click Add. Create a new access device for your group with the attributes shown in the table from Step 2.
Assign Services
Once authorized, services need to be assigned. Assigned users services are automatically assigned to existing and newly created users. 1. Click Resources. The Group Resources menu page displays. 2. Click Assign Group Services. The Assign Group Services page displays. 3. Assign all group services to each of your groups. 4. Click New User Services Template and then assign the Premium Service Pack to each of your groups.
Extension Dialing
Group extensions can range from two to six digits (the default is four digits). Group extension lengths can be increased. However, once users have been added, the group extension length cannot be reduced. From the group level and the Utilities menu page, click on Extension Dialing. Verify that the group extension length has been set to 4.
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Voice Portal Activation

A group can have a Voice Portal. Once active, the Voice Portal supports functions like voice mail retrieval, greetings changes, Remote Call Forwarding activation. 1. Under the Group - Voice Portal menu, enable Voice Portal by clicking On and setting the extension field to 2000. 2. Click Save. Repeat for each of your groups.
Group Departments
A user can be associated with a specific department. Departments can be used to specify calling plans for a subset of users and allows user searches based on departments. From your groups Profile page, click on Departments and then click Add. Create a new department called Testing.
Group Auto Attendant

A group can support multiple Auto Attendants. Each Auto Attendant can be configured to different DTMF key prompts for transfer to different numbers. 1. Under the GRP <Team#>_1 group level, click Services then Auto Attendant. Click Add to create a new Auto Attendant. 2. Set the Auto Attendant Name to Auto_Attendant. 3. Set the Auto Attendant phone number for your team according to the following table.
Team 1 2403645216 Team 6 2403645264 Team 2 2403645242 Team 7 2403645230 Team 3 2403645248 Team 8 2403645148 Team 4 2403645252 Team 9 2403649226 Team 5 2403645255
Group Calling Plans

The Application Server supports a systemlevel incoming and outgoing call plan that can be applied to all groups. Different predefined digit pattern matches can be enabled or disabled per group, department, or user basis. The Application Server also supports the creation of customized grouplevel digit patterns that can be applied to group, department, or user to enable or disable specific user dialing patterns. Under the GRP <Team#>_1 group level, click Calling Plan and then Outgoing Plan. Enable Casual dialing for the entire group. Under the GRP <Team#>_1 group level, click Calling Plan and then Digit Strings. Click Add and then create a digit string named 01161_block with string value 01161* that will be applied to a group to block international calls to country code 61. Under the GRP<Team#>_1 group level, click Calling Plan and then Outgoing Digit Plan. Disable group international calls to country code 61.
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Create Users
A group administrator can create users and associate them with an access device type. A user can be associated with a MGCP device, a SIP device, or no device at all. The Application Server provides a list of supported access devices to select from. MGCP User Under your GRP<Team#>_1, click Profile and then Users. Click on Add and create a new user with the following attributes.
Team Team 1 Team 2 Team 3 Team 4 Team 5 Team 6 Team 7 Team 8 Team 9 User ID GRP1_2 GRP2_2 GRP3_2 GRP4_2 GRP5_2 GRP6_2 GRP7_2 GRP8_2 GRP9_2 First & Last Names grp_1 Test2 grp_2 Test2 grp_3 Test2 grp_4 Test2 grp_5 Test2 grp_6 Test2 grp_7 Test2 grp_8 Test2 grp_9 Test2 Password 123456 123456 123456 123456 123456 123456 123456 123456 123456 Phone 2403649171 2403649177 2403649251 2403649253 2403649257 2403649259 2403649248 2403649249 2403649225 Device Category/Name/Type/ Port New IP Phone / IP1/ Siemens/ 2403649171 New IP Phone / IP2/ Siemens/ 2403649177 New IP Phone / IP3/ Siemens/ 2403649251 New IP Phone / IP4/ Mitel 5055/ 2403649253 New IP Phone / IP5/ 7960/ 2403649257 New IP Phone / IP6/ SoundPoint/ 2403649259 New IP Phone / IP7/ Mitel 5055/ 2403649248 New IP Phone / IP8/ Mitel 5055/ 2403649249 New IP Phone / IP9/ Mitel 5055/ 2403649225
Phantom (Extension Only) MGCP User

Under your GRP <Team#>_1, click Profile and then Users. Click Add to create a new user with the following attributes. NOTE: The Phone Number should be set to none.
Team Team 1 Team 2 Team 3 Team 4 Team 5 Team 6 Team 7 Team 8 Team 9 First and Last Names grp_1 Test3 grp_2 Test3 grp_3 Test3 grp_4 Test3 grp_5 Test3 grp_6 Test3 grp_7 Test3 grp_8 Test3 grp_9 Test3 Password 123456 123456 123456 123456 123456 123456 123456 123456 123456 Phone Ext GRP1_3@grp1_1.com GRP2_3@grp2_1.com GRP3_3@grp3_1.com GRP4_3@grp4_1.com GRP5_3@grp5_1.com GRP6_3@grp6_1.com GRP7_3@grp7_1.com GRP8_3@grp8_1.com GRP9_3@grp9_1.com 2001 2001 2001 2001 2001 2001 2001 2001 2001 IAD/Gateway / Polycom1 / 2 IAD/Gateway / Polycom2 / 2 IAD/Gateway / Polycom3 / 2 IAD/Gateway / Polycom4 / 2 IAD/Gateway / Polycom5 / 2 IAD/Gateway / Polycom6 / 2 IAD/Gateway / Polycom7/ 2 IAD/Gateway / Polycom8 / 2 IAD/Gateway / Polycom9 / 2 Device Category/Name/Port
User ID
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Shared Device User

Under your GRP<Team#>_1, click Profile and then Users. Click on Add and create a new user with the following attributes.
Team Team 1 Team 2 Team 3 Team 4 Team 5 Team 6 Team 7 Team 8 Team 9 User ID GRP1_3 GRP2_3 GRP3_3 GRP4_3 GRP5_3 GRP6_3 GRP7_3 GRP8_3 GRP9_3 First & Last Names grp_1 Test3 grp_2 Test3 grp_3 Test3 grp_4 Test3 grp_5 Test3 grp_6 Test3 grp_7 Test3 grp_8 Test3 grp_9 Test3 Password 123456 123456 123456 123456 123456 123456 123456 123456 123456 Phone 2403649181 2403649182 2403649183 2403649184 2403649285 2403649286 2403649287 2403649288 2403649289 Device Category Shared Shared Shared Shared Shared Shared Shared Shared Shared
Phantom (Extension Only) MGCP User

Under your GRP <Team#>_1, click Profile and then Users. Click Add to create a new user with the following attributes. NOTE: The Phone Number should be set to none.
Voice Messaging Configuration

Voice Messaging must be configured for each user. A user can be associated with a POP3/IMAP standard mail server or have voice messages delivered as .WAV files to a private email address. Perform the following steps for each of your user 1. Under the group level, click Profile and then Users. Click on your user. 2. Under the user level, click Messaging and then Voice Management. Messaging to on. Set Voice
3. Click on Advanced Settings next to Use unified messaging to enter POP3 information. 4. POP3 accounts have been preconfigured for each user. Server set the following parameters for each user. Under the Group's Mail
Email Address: user<group#>_<user#>@192.168.5.102 User ID: user<group#>_<user#> Password: 123456
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Network Server Group/Enterprise Association

The groups created on the Application Server must be associated with the enterprise. This provides sharing of private policies between your groups. 1. Log in to the Network Server CLI as admin. 2. Go to NS_CLI/SubscriberMgmt/Enterprise/UserGroup and associate your groups with the enterprise (ENT_<Team_#>), which you created in the previous lab
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BroadWorks Services Provisioning

Module 3: Group Configuration Release 12 Version 1

CommPilot Group Home Page

Group Home Page

Add and Manage Users

To modify the group profile:

Group Administrators Add

To add a group administrator:

Group Administrators Modify

Group Group Administrator Policies

To configure group policies:

Policy Group Profile Access User Access

Administrator Access Department Access

Enhanced Services Instance Access

Feature Access Code Access Phone Number/Extension Access

Set Service Access

Group Departments Add

Group Departments Modify

Use the Group Departments Modify page to delete or modify a department.

To modify or delete a department:

Group Holiday Schedule

To display the holiday schedule:

Group Holiday Schedule Add

To add a holiday schedule:

Group Holiday Schedule Modify

To modify or delete a holiday schedule:

Group Change Password

To change your password:

Group Time Schedule

To list time schedules:

Group Time Schedule Add

To add a time schedule:

Group Time Schedule Modify

To modify or delete a time schedule:

Group Resources Menu

Group Resources Menu

Group Conference Ports

To display conference ports:

Group Devices Add

Group Devices Modify

Unassigned Lines/Ports The assigned ports on the device

Group Devices Modify Reorder Users

To change the order of lines/ports:

Group Devices Configuration File

To assign the configuration file:

Group Domain Users

To list the users assigned to a domain:

To list the numbers assigned to the group:

Group Assign Numbers Modify

To modify the numbers assigned to departments:

Group Preferred Carrier Group

To list carriers assigned to your group:

Group Service Pack Detail

To list the service pack details:

Group Assign Group Service

To list the group services assigned to your group:

To assign group services to or unassign group services:

Group New User Services Template

To assign service packs or user services to or unassign from the template:

Group Existing User Services

Group Services Menu

Group Auto Attendant

To list the current Auto Attendants configured for your group: