CommPortal Assistant - Entouch Business

Finally, you are asked to confirm your settings, as shown in Figure 61. SelectInstall to continue.61:InitiatingInitiatinginstallationFigure 7:thetheinstallationCommPortal Assistant is then installed on your PC using the settings youCommPortalconfigured.Assistant is then installed on your PC using the settings you configured.Onceyouarearegiventhe theoptionto startthe toolbar,as shownin FigureOncecomplete,complete,yougivenoptionto startthe toolbar,as shownin 8. rtusingthefeatureimmediately.CommPortal Assistant and clickFinish toVersionstart 1.0Figure 62. Select LaunchCommPortal V7.1.01CONFIDENTIALDocumentCommPortal V7.1.01CONFIDENTIALDocument05Version1.0Guideusing the feature immediately.Mar 2010CommPortal Guide05 Mar 2010FigurecompleteFigure 8:62:InstallationInstallationcompleteFigure 62: Installation completeCommPortal Assistant A-5Finally,verifyCommPortalAssistantappearsyour WindowsFinally,verifythat thatCommPortalAssistantappearsin yourinWindowsTaskbar Taskbarand NotificationFinally,verify thatCommPortalAssistantappearsin dsthebottom-rightofyourscreen).Thisarea (usually towards the bottom-right of your screen). This is illustratedin Figure9.andNotificationarea (usuallytowards the bottom-right of your screen). Thisis illustratedin Figure63.is illustrated in Figure 63.Figure 63: The CommPortal Assistant and Notification area icons on the TaskbarFigure 9:AssistantandandNotificationarea areaiconsiconson istantNotificationthe TaskbarIf CommPortal Assistant is not visible, right-click on your Windows Taskbar,IfIfCommPortalAssistantis notvisible,right-clickonyouronWindowsTaskbar, Taskbar,select Toolbars,CommPortalisnot bars,Assistantand thenclickAssistant.andthenToolbarsclick CommPortalAssistant.select, and then clickCommPortal Assistant.If you have Outlook 2003 or Outlook 2007 installed on the same PC asIfyou have Outlook2003Outlook2007installedon the samePC asCommPortalAssistant,theorfirsttime youlaunchthe toolbaryou willsee aryouwillseeballoon message alerting you to CommPortal Assistant's synchronizationaballoonmessage alertingyouA.3.5.to redescribedin sectionThis featureenables youto atureenablesyouto onceautomaticallysynchronize your CommPortal Assistant and Outlook contactsyou havesynchronizeyour CommPortalAssistantand Outlookcontactsonce you haveset up the necessaryconfiguration,as describedin sectionA.2.3.8

Configuring CommPortal AssistantIf you have Outlook 2003 or Outlook 2007 installed on the same PC as CommPortal Assistant,the first time you launch the toolbar you will see a balloon message alerting you to CommPortalAssistant’s synchronization feature. This feature enables you to automatically synchronize yourCommPortal Assistant and Outlook contacts once you have set up the necessary configuration,as described in section 2.3.This completes the installation process for CommPortal Assistant.CommPortal AssistantSettings4.0 Configuring CONFIDENTIALCommPortal V7.1.01Document Version 1.005 Mar 20109A.2.1CommPortal GuideIf your Service Provider has not customized the installer or you want to alter your settings, forexample to exclude Business Group contacts from searches, you will have to configure yourIfyour Service Provider has not customized the installer or you want to alter yoursettingsas follows:settings,manuallyfor exampleto exclude Business Group contacts from searches, you willhave to configure your settings manually as follows:Right-click on the CommPortal Assistant notification icon.Right-click on the CommPortal Assistant notification icon.Select Configure to launch the Settings menu.Select Configure to launch the Settings menu.The dialog box shown in Figure 10 appears. If you also have the Incoming Call Popup feature, youThedialogbox tabshownin Figure64 appears.If you also have the Incoming Callwill seea fourthon thismenu, IncomingCalls.Popup feature, you will see a fourth tab on this menu, Incoming Calls.Figure 64:10: CommPortalCommPortal e Settings dialog boxes display the details that CommPortal Assistant uses toaccess your account. The General, LDAP Settings, Outlook Synchronization andIncoming Calls tabs are each described below.CommPortal AssistantGeneral Tab

The Settings dialog boxes display the details that CommPortal Assistant uses to access youraccount. The General, LDAP Settings, Outlook Synchronization and Incoming Calls tabs areeach described below.4.1 General TabThis screen is split into a number of sections.The CommPortal credentials section contains the following fields:Number: this is the phone number you use to access your CommPortal account.Password: this is the password used to access your CommPortal account. Depending on yourservice provider, this may be the same as your PIN, or may be a separate password you useonly for CommPortal.CommPortal url: this is part of the web address used to access your CommPortal account.Customization: this specifies which version of CommPortal you use. For example you may usea different language, or have chosen a specific appearance for your CommPortal interface.The Proxy configuration section contains information used to access your account. Your serviceprovider will tell you if you need to use No proxy or Manually configure, otherwise you shouldjust select Use default proxy.The Options section allows you to alter the behavior of CommPortal Assistant.Open automatically when Windows starts: check this if you want the toolbar to open eachtime you turn on your computer.Display a popup when a new voicemail arrives: check this if you want an on-screen dialogbox to popup each time a new voicemail is delivered to your account.Check for updates automatically: check this if you want CommPortal Assistant to find outand tell you if there are updates available.Include Business Group contacts in searches: check this if you want CommPortal Assistantto return results from your Business Group contacts as well as your personal contacts whenyou type in the toolbar’s input field. This item is enabled by default, but will not be shown if youare not a member of a Business Group.Voicemail popup duration (seconds): this determines for how long your popup dialogs arevisible before they disappear. Remember that, if you have unheard voicemails, the notificationicon will change color as well.Once you have completed all these fields, you should either select one of the other two tabs—forexample if you want to enable Contact Synchronization as described in section 2.3—or click OKto save your changes and close the Settings tab.User Guide10

Configuring CommPortal Assistant4.2 LDAP Settings TabYou should not have to make any changes to this section unless instructed to do so by yourDocument Version1.0 provider. For more informationCONFIDENTIALCommPortalservicesee the online help by right-clickingon theV7.1.01Notification icon05 Mar 2010CommPortal Guideand selecting Help.ContactSynchronizationSynchronizationA.2.3 4.3 Contacttab TabIfyouhavehaveOutlookOutlook2003or Outlookinstalledthe samemachineasIf you2003or Outlook20072007installedon theonsamemachineas eastoneprofilewithinOutlook,Assistant, and have configured at least one profile within Outlook, you will also see the Outlookyouwill also seetabtheillustratedOutlook Synchronizationtab illustratedin Figurethe65.optionsThis forSynchronizationin Figure 11. This enablesyou to nizinganychangesmadetoyoursynchronizing any changes made to your Contacts in either Outlook or CommPortal.Contacts in either Outlook or CommPortal.tabtabFigure 11:65: OutlookOutlookSynchronizationSynchronizationThis tab has the following options:This tab has the following options:Enable Synchronization – this will be disabled by default on installation orupgradeof CommPortalthisAssistant,and all bythedefaultother settingswill beEnableSynchronization:will be disabledon installationor grayedupgrade andmakethe otherCommPortal Assistant, and all the other settings will be grayed out. You shouldcheck this boxsettingsonthetabeditable,asillustratedabove.to enable synchronization and make the other settings on the tab editable, as illustrated above.Select Profile – if you have configured multiple profiles within Outlook and11have not set a default profile, the dropdown box will display an alphabeticallysorted list of all profiles. You must select a profile before synchronization canoccur, and you will see a validation error if you attempt to submit the pagewithout selecting a profile.CommPortal Assistant

Select Profile: if you have configured multiple profiles within Outlook and have not set adefault profile, the dropdown box will display an alphabetically sorted list of all profiles. Youmust select a profile before synchronization can occur, and you will see a validation error if youattempt to submit the page without selecting a profile.If you have only one profile or have configured a default profile, this will be shown and the fieldwill grayed out.Synchronize automatically every hour: this will be enabled by default, and synchronizationwill occur automatically at the interval indicated. Turn off this option if you only want to run thesynchronization process manually using CommPortal Assistant.Direction: this allows you to specify the direction in which you want the synchronization tooccur. The options are Both directions, From Outlook only, and To Outlook only. The defaultoption is Both directions.Outlook Contacts Folders to Sync With: this indicates which Outlook folders will be included inthe synchronization. The default is Contacts. Note that you cannot deselect this Contacts folder.You can use the Choose button to display a tree-view list of possible folders within yourOutlook mail store, each with an associated checkbox to indicate whether this folder should beincluded in the synchronization.Note: If you change your Outlook profile using the Select Profile button described above, theFolder list is reset to include just the default Contacts folder. You cannot use the Choose button ifyou have not selected a Profile.Once you have completed the configuration, select OK to submit your changes.If you have enabled synchronization, you will then be prompted to either synchronizeimmediately, or disable synchronization.If you choose to synchronize immediately, a foreground synchronization will start.4.4 Incoming CallsYou should use this tab to set whether CommPortal Assistant displays a pop-up when thetelephone number you used to log into CommPortal Assistant rings. You can also enter up to fivetelephone numbers to which you can redirect these incoming calls using the pop-up.User Guide12

Configuring CommPortal AssistantDocument Version 1.005 Mar 2010CONFIDENTIALCommPortal V7.1.01CommPortal his feature is enabled by default. If you choose to disable it by uncheckingThisis enabledby default.If youdisableout.it by unchecking the box, the otherthefeaturebox, theother controlson thistabchoosewill betograyedcontrols on this tab will be grayed out.You may enter up to 32 characters in the Name field, or leave the field blank.You may enter up to 32 characters in the Name field, or leave the field blank.You may enter any common number punctuation in the Number fieldYoumay enterany #commonin theNumberincluding* andto allownumberyou topunctuationuse BusinessGroupshortfieldandincludingintercom* and # to allowyouto useTheBusinessGroupcodes.Thebenumbersin anycodes.numberscanshortbe inandanyintercomform thatwouldvalid tocandialbefromtheform ationalnumbers,localnumbers,ortelephone, for example national numbers, local numbers, or extension codes.extension codes.You cannot leave this field blank if you enter a value in the Name field.You cannot leave this field blank if you enter a value in the Name field.Delete all empties all the call redirection text fields.Delete all empties all the call redirection text fields.Once you have entered all the information, press Apply to save your changesto save andclosethetoSettingstab.changesYou willbut remainonenteredthis tab,Onceyou haveall ortheOKinformation,pressApplysave yourbut seeremain correctly.this tab, or OK to save and close the Settings tab. You will see an error message if you havecompleted any of the fields incorrectly.CommPortal Assistant A-1113CommPortal Assistant

5.0 Using CommPortal AssistantCommPortal Assistant includes the following components to help you manage your account fromCONFIDENTIALDocument Version 1.0computer desktop.05 Mar 2010CommPortal V7.1.01yourCommPortal GuideA.3Incoming Call Pop-up: allowing you to see details of incoming calls as they arrive andUsingCommPortal Assistantoptionally decline the call or redirect it to another number.CommPortal Assistant includes the following components to help you manageyourNotificationaccount fromIcon:your computerfound indesktop.the notification area (usually at the bottom right of your screen nexttotheclock).Incoming Call Pop-up – allowing you to see details of incoming calls as theyarrive and optionally decline the call or redirect it to another number.Toolbar: embedded in the Windows taskbar (usually at the bottom of your screen).The Notification Icon – found in the notification area (usually at the bottomrightof yourscreen next allowingto the clock).OutlookIntegration:you to make calls from within Microsoft Outlook.The toolbar – embedded in the Windows taskbar (usually at the bottom ofyour screen).These components are described in more detail below.Outlook Integration – allowing you to make calls from within MicrosoftOutlook.IncomingCallPop-up5.1 Thesecomponents aredescribedin more detail below.A.3.1IncomingCallPop-upAs describedin section2.4, you can configure CommPortal Assistant to display a pop-up eachtimeyou receivean incomingon the telephonenumberyoutousedto log in, as illustrated below.Asdescribedin sectionA.2.4, you callcan configureCommPortalAssistantdisplaya pop-up each time you receive an incoming call on the telephone number youused to log in, as illustrated below.Figure67:13:IncomingPop-upFigureIncomingCall CallPop-upThis pop-upThis pop-up:displays the number of the caller, or shows Unknown number if this has beenwithheld by the callerDisplays the number of the caller, or shows Unknown number if this has been withheld bydisplaysthe name of the caller if this can be determinedthe callerallows you to dismiss the pop-up without affecting the call by pressing the XDisplays the name of the caller if this can be determinedbuttonallowsdeclinethe callpressingAllowsyouyoutotodismissthe bypop-upwithout affecting the call by pressing the X buttonSend to Voicemail, if you have the Voicemail serviceAllows you to decline the call by pressing:Decline call, if you do not have the Voicemail service, when the caller willthen hear a message that you are unable to answer the callSend to Voicemail, if you have the Voicemail serviceallows you to redirect the call to one of the pre-configured telephone numbersin theDeclinedropdowncall,box:if you do not have the Voicemail service, when the caller will then hear amessage that you are unable to answer the callAllows you to redirect the call to one of the pre-configured telephone numbers in thedropdown box:A-12 CommPortal Assistantif you have only configured one call redirection name/number, a button is provided instead,for example:User Guide14

Using CommPortal AssistantA.3.2A.3.2A.3.2linkto the pagewhereyou configurecan configurethesetohavethe pagewhereyou can anytheselinkif younot yetconfiguredcall redirectionnumbers, you will see alink to thewhetherpage whereyoucan configureindicatesthis isa LiveMessage theseScreening call.indicates whether this is a Live Message Screening call.if youhave notany callScreeningredirectioncall.numbers, you will see a link to the pageindicateswhetherthisyetis configureda Live Messagewhere youcan configurethese as described in the MetaSphere EAS UserIf youMessageScreening,If youuse useLiveLiveMessageScreening,as described in the MetaSphere EAS UserGuide,youwillseea pop-upfor bothstagesof the LMSfirstthefor theGuide,youwillseeapop-upforbothof thecall –callfirst–forIf you indicatesuse Live whetherMessagethisScreening,asstagesdescribedin LMSthecall.MetaSphereEAS Useris a Live subsequentLMSservicecall.You cannotoriginalincomingand thenfor thesubsequentLMScallservicecall.Guide, youwill seecall,a pop-upfor bothstagesof the LMS– firstfor Youthe cannotuseRedirectionon riginalincomingcall,forthe subsequent LMS service call. You cannotIf you use LiveScreening, as described in the MetaSphere EAS User Guide, youuseNote:Call RedirectiononMessageLMS calls.willseeNotificationa pop-up for bothIconTheNotificationIconstages of the LMS call—first for the original incoming call, and then for theThesubsequent LMS service call. You cannot use Call Redirection on LMS heryou haveunheardmessages,that youTheTheNotificationIconIconindicateswhetheryou haveunheardmessages,that youThe Notification Icon indicates whether you have unheard messages, that youhaveunresolvedbetweenContactsListsin ntactsListsin indicateswhetheryou ,whetheror younot youareContactsconnectedto youraccount.Youcan alsoOutlook,andandwhetheror notareyourconnectedtoListsyouraccount.You withoutneedingtoaunresolvedvisit ithoutneedingtovisitOutlook,and whethernot youwhetherare connectedyour account.YoucanalsoThe NotificationIconorindicatesyou screen.accessCommPortaldirectlyfrom Liststhe NotificationIcon,to visitconflictsbetween yourContactsin CommPortalandwithoutOutlook,needingand whetheror anot you heNotificationIconIconshowsthe followingpossibleconditions.Notificationshowsthe followingpossibleconditions.withoutnee

3 CommPortal Assistant Document Version 1.0 CONFIDENTIAL CommPortal V7.1.01 05 Mar 2010 CommPortal Guide CommPortal Features 3-39 3.9.4 CommPortal Assistant Subscribers can use the CommPortal Assistant tab under the main Settings tab to download CommPortal Assistant, which