managing unison service - version 3.0.11

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UNISON 2010 Unison Technologies, Inc. All rights reserved.

Managing the Unison Service

An Account Owners Guide

Hosted by


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Managing the Unison Service An Account Owners Guide 2

Contents

About this Guide ..........................................................................................................................................8Main topics covered in this Guide ............................................................................................ 8Conventions: fonts and characters with special meaning ......................................................... 9

Chapter 1: Basics of working with Unison Control Panel .................................................................. 10Recommended Web browsers ............................................................................................... 10Logging on to Unison Control Panel ...................................................................................... 10Overview of the workspace ................................................................................................... 11Visual symbols in tables and dialog boxes .............................................................................. 12Inactive objects ...................................................................................................................... 13Time format ..........................................................................................................................13Selecting objects in tables ...................................................................................................... 13Using double-clicks to access default functions ...................................................................... 13Sorting the information in tables ........................................................................................... 14Using Quick Search ............................................................................................................... 14

Searching an entire table or list ....................................................................................... 15Searching in one column ................................................................................................. 15Displaying all table records after quick search .................................................................. 16

Using Advanced Search ......................................................................................................... 16Searching for objects ....................................................................................................... 16Displaying all table records after advanced search ........................................................... 18Hiding the Advanced Search pane ................................................................................... 18

Logging off from Unison Control Panel ................................................................................. 18Troubleshooting .................................................................................................................... 18

Inability to log on to Control Panel .................................................................................. 18Display of mixed content in Microsoft Internet Explorer is not enabled ............................ 19

Chapter 2: Managing the Unison service ............................................................................................ 20Process overview ................................................................................................................... 20Managing departments ......................................................................................................... 21

Departments basics ......................................................................................................... 21Accessing the Departments page .................................................................................... 22Creating a new department ............................................................................................ 22Renaming a department .................................................................................................. 23

Deleting departments ...................................................................................................... 23


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Contents


Managing user accounts and default account settings ........................................................... 24User account basics ......................................................................................................... 24About general information in user accounts .................................................................... 26About user permissions ................................................................................................... 27About e-mail settings ...................................................................................................... 27About phone settings ...................................................................................................... 27About the phone for outgoing calls, phone setup modes, and call forwarding rules ........ 29About blocked callers and anonymous calls ..................................................................... 31About contact information in user accounts .................................................................... 31About administrative rights and Unison administrators .................................................... 32About default account settings ....................................................................................... 33About phone access to voice mail ................................................................................... 33Accessing the User Accounts page .................................................................................. 34Creating a new user account ........................................................................................... 34Editing a user account ..................................................................................................... 40Moving a user account to a different department ........................................................... 42Specifying phones, phone numbers, and extensions ........................................................ 43Switching phone setup modes and specifying call forwarding rules ................................. 49Managing the list of blocked callers ................................................................................ 54Configuring the users membership in hunt groups ......................................................... 55Managing the users personal information and picture gallery ......................................... 56Assigning administrative rights to a user .......................................................................... 57Removing administrative rights for a user ........................................................................ 57Deactivating and activating user accounts ....................................................................... 57Deleting user accounts .................................................................................................... 58Changing default account settings .................................................................................. 58

Managing phone numbers .................................................................................................... 63Phone number basics ...................................................................................................... 64About the 911 location ................................................................................................... 65About the 911 location template .................................................................................... 67Accessing the Phone Numbers page ................................................................................ 67Editing a phone number .................................................................................................. 67Editing ranges of phone numbers .................................................................................... 68Making a phone number the default caller ID ................................................................. 68Specifying the 911 location for a phone number ............................................................. 69Saving the 911 location settings as a template ................................................................ 70Updating the 911 location for a phone number .............................................................. 70Deactivating phone numbers ........................................................................................... 70Activating phone numbers .............................................................................................. 70


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Contents


Managing extensions ............................................................................................................ 71Extension basics .............................................................................................................. 71Accessing the Extensions page ........................................................................................ 72Creating extensions ......................................................................................................... 72Editing extensions ........................................................................................................... 74Deleting extensions ......................................................................................................... 74Deactivating extensions ................................................................................................... 74Activating extensions....................................................................................................... 75Defining extension length ............................................................................................... 75

Managing phone devices ....................................................................................................... 75Device basics ................................................................................................................... 75Accessing the Phone Devices page .................................................................................. 77Creating a new device ..................................................................................................... 77Editing the properties of a device .................................................................................... 78Deleting devices .............................................................................................................. 78Deactivating devices ........................................................................................................ 79Activating devices ............................................................................................................ 79

Managing hunt groups .......................................................................................................... 79Hunt group basics ........................................................................................................... 79About call queues and selecting agents ........................................................................... 81Accessing the Hunt Groups page .................................................................................... 82Creating a hunt group..................................................................................................... 82Editing the properties of a hunt group ............................................................................ 85Managing hunt group members ...................................................................................... 86Deactivating and activating hunt groups ......................................................................... 89Deleting hunt groups ...................................................................................................... 89

Managing voice menus ......................................................................................................... 90Voice menu basics ........................................................................................................... 90About the sound properties ............................................................................................ 91About the voice menu elements and properties .............................................................. 91About the properties of phone numbers, extensions, and phone number groups ............ 93About the properties of call forwarding rules .................................................................. 93Accessing the Voice Menus page .................................................................................... 94Overview of the Main menu ............................................................................................ 94Assigning external phone numbers to the Main menu ..................................................... 95Accessing the voice mail management menu from the Main menu ................................. 96Managing sounds ............................................................................................................ 97Creating a root voice menu ............................................................................................. 98


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Contents


Overview of working with voice menus ......................................................................... 101Creating, editing, and deleting actions .......................................................................... 102Creating and deleting nodes ......................................................................................... 103Navigating in voice menus ............................................................................................. 105Editing node properties ................................................................................................. 106Deactivating voice menu entry points ............................................................................ 107Activating voice menu entry points ................................................................................ 107Deleting voice menu hierarchies .................................................................................... 107Configuring entry points ............................................................................................... 108Using the Admin Menu to edit voice menus by phone .................................................. 114Configuring access to the Admin Menu ........................................................................ 115

Managing Music on Hold .................................................................................................... 116Music on Hold basics ..................................................................................................... 116Accessing the Music on Hold page ................................................................................ 116Adding a soundtrack ..................................................................................................... 116Changing position of a soundtrack ................................................................................ 117Editing the properties of a soundtrack ........................................................................... 118Deactivating and activating soundtracks ........................................................................ 118Deleting soundtracks ..................................................................................................... 119

Managing address books and distribution lists ..................................................................... 119

About address books and distribution lists ..................................................................... 119Accessing the Address Books pages .............................................................................. 122Creating an organization address book ......................................................................... 122Creating a department address book ............................................................................ 123Changing a name or a note for an address book ........................................................... 123Assigning address book administrators .......................................................................... 124Adding contacts to an address book ............................................................................. 125Editing a contact ........................................................................................................... 126Deleting contacts .......................................................................................................... 127Creating a distribution list in an address book ............................................................... 127Changing a name or an address for a distribution list .................................................... 128Adding members to a distribution list ............................................................................ 129Adding Unison users to a distribution list....................................................................... 129Removing distribution list members from a distribution list ............................................ 130Specifying distribution list administrators ....................................................................... 131Deleting distribution lists ............................................................................................... 132Deleting address books ................................................................................................. 132


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Contents


Managing call history .......................................................................................................... 133Accessing the Call History page ..................................................................................... 133Viewing call history records based on search conditions ................................................ 133Viewing all existing call history records .......................................................................... 134Exporting call history records to the CSV format ............................................................ 135Specifying how long to keep the records in the call history log ...................................... 135

Chapter 3: Working with Unison Desktop on Windows ................................................................. 136Installation prerequisites ...................................................................................................... 136Installing Unison Desktop and setting up an account ........................................................... 136Starting Unison Desktop ...................................................................................................... 138Accessing Unison Desktop Help ........................................................................................... 138

Chapter 4: Working with Unison Desktop on Linux ........................................................................ 139Installing Unison Desktop on Linux ...................................................................................... 139Starting Unison Desktop on Linux ........................................................................................ 140Accessing Unison Desktop Help on Linux ............................................................................. 140

Chapter 5: Using phones with Unison .............................................................................................. 141General requirements ..........................................................................................................141What should be specified in Control Panel? ......................................................................... 141What should be specified in the configuration of a phone? ................................................. 142Auto-configuring Cisco IP phones ........................................................................................ 144

Chapter 6: Working with the Unison mobile synchronization service ........................................... 145Supported devices and client applications ............................................................................ 145Configuring synchronization settings ................................................................................... 145

Chapter 7: Using Unison Web access ................................................................................................ 147Recommended Web browsers ............................................................................................. 147Logging on to Unison Web .................................................................................................. 147Accessing Unison Web Help ................................................................................................ 147Logging off from Unison Web ............................................................................................. 147

Chapter 8: Working with Unison Call Manager ............................................................................... 148Installing and logging on to Unison Call Manager ............................................................... 148Starting Unison Call Manager .............................................................................................. 149Accessing Unison Call Manager Help ................................................................................... 149

Glossary ...........................................................................................................................................150Appendix A: The ports used by Unison user applications and devices ............................................. 155


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Contents


Appendix B: Managing external phone calls and dial plans .............................................................. 157Managing incoming call providers and outgoing call providers ............................................ 157

Call providers basics ...................................................................................................... 157About number translation rules ..................................................................................... 160About selecting outgoing call providers ......................................................................... 162Accessing the Incoming Call Providers and Outgoing Call Providers pages ..................... 163Creating providers for incoming and outgoing calls ....................................................... 163Editing the properties of incoming and outgoing call providers ..................................... 164Making an outgoing call provider the default one ......................................................... 165Deleting incoming and outgoing call providers .............................................................. 166Deactivating incoming and outgoing call providers ........................................................ 167Activating incoming and outgoing call providers ........................................................... 167

Managing dial plans ............................................................................................................ 167Dial plan basics ..............................................................................................................167Accessing the Dial Plans page ........................................................................................ 168Creating a new dial plan ............................................................................................... 168Editing a dial plan ..........................................................................................................168Making a dial plan the default one ................................................................................ 169Deleting dial plans ......................................................................................................... 169

Managing phone numbers: additional features ................................................................... 169Creating phone numbers .............................................................................................. 169Deleting phone numbers ............................................................................................... 170Deleting a range of phone numbers .............................................................................. 171

Appendix C: Copyright information ..................................................................................................... 172Open source licenses ...........................................................................................................175


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About this Guide

This Guide is intended for people who manage the Hosted Unison service for their organizations

and who also help others (ordinary users) access and use this service.

Main topics covered in this Guide

The first two chapters discuss Unison Control Panel, the Web-based tool that you use to manage

the Hosted Unison service for your organization.

Chapter 1: Basics of working with Unison Control Panel introduces Unison Control Panel and its

main features. You will learn how to:

Log on to Control Panel Navigate in the Control Panel pages, and interpret the visual clues used in the workspace Complete various tasks Select objects (such as user accounts) and use shortcuts to the most frequently used functions

(which are also called default functions)

Sort and search for information Solve basic problems that you may come across when using Control Panel

Chapter 2:Managing the Unison serviceprovides detailed instructions for managing user accounts,

as well as communication resources and services such as:

E-mail Phones, phone numbers, and extensions Voice menus and hunt groups Address books and distribution lists

Chapters 3 through 8 briefly describe Unison user applications and the phones used with Unison.

Chapter 3: Working with Unison Desktop on Windows lists system requirements for UnisonDesktop, a native Unison user application, and provides instructions for:

Installing Unison Desktop on Windows Logging on to Unison Desktop Accessing Unison Desktop Help

Chapter 4: Working with Unison Desktop on Linux contains information similar to the previous

chapter, but for the Linux version of Unison Desktop.

Chapter 5:Using phones with Unison lists general requirements for phones used with Unison and

provides instructions for configuring the phones and registering them in Control Panel.


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About this Guide


Chapter 6:Working with the Unison mobile synchronization servicegives an overview of the service,

lists supported device types, and provides general instructions for setting up synchronization on

wireless devices.

Chapter 7:Using Unison Web accessdiscusses the Unison service that lets users access e-mail and

address books in a Web browser. Youll find out how to:

Get access to Unison Web Access Unison Web Help

Chapter 8: Working with Unison Call Manager contains installation instructions for Unison Call

Manager, a Windows desktop application for hunt group administrators. This chapter also includes

instructions for logging on to the application and accessing Unison Call Manager Help.

Glossaryprovides explanations of the terms and abbreviations used in this Guide.

Appendix A:The ports used by Unison user applications and devices lists the ports and protocolsused by Unison user applications and phones. You may find this information useful for configuring

firewalls on users computers and in your organizations LAN or performing other similar tasks.

Appendix B:Managing external phone calls and dial plansdiscusses additional steps that you can

take when your organization is not subscribed to the managed phone service but you still want to

enable external phone calls for your Unison telephone network. Note that your Hosted Unison service

provider does not offer any technical support in relation to the features described in this Appendix.

Appendix C:Copyright informationcontains copyright information for Unison and other software

used in Unison.

Conventions: fonts and characters with special meaning

The following typographic conventions are used in this Guide:

ALL UPPERCASE is used for keyboard key names.Example: Press ENTER.

Bold is used for names of screen elements (names of menus, menu commands, buttons, fields,and so on).

Example: Click Start and then click Run.

Fixed width font is used for text that you type (such as in a command-line interface),names of files and directories, and so on.

Example: Type reboot and then press ENTER.

[some text] (text enclosed in square brackets) is a placeholder. The sequence of charactersstarting from the opening bracket and ending with the closing bracket represents some other

sequence of characters and, consequently, is or must be replaced.

Example: Type cd /home/[username]/Desktop/ and press ENTER.

This means that you must type the actual name in place of [username].


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Chapter 1:Basics of working with Unison Control PanelUsing Unison Control PanelTM, you manage the Hosted Unison service for your organization. You set

up and manage Unison user accounts as well as associated resources such as e-mail (mailboxes),

phones, phone and extension numbers, address books and more.

Unison Control Panel becomes available after you sign up for the service. All the information

necessary for logging on to Control Panel (the URL, your logon name and password) is normally sent

to you in an e-mail.

To access Control Panel, use a Web browser. (Your computer must have access to the Internet.) For

the list of recommended browsers, see Recommended Web browsers.

Recommended Web browsers

We recommend using one of the following Web browsers for working with Control Panel:

Mozilla Firefox 3 or later Microsoft Internet Explorer 6 or later Safari 4 Google Chrome 3

Logging on to Unison Control Panel

To log on to Control Panel:

1 Start a Web browser.

2 In the Address bar, type the URL of Unison Control Panel and then press ENTER. (The URL ofControl Panel is supplied by your Unison hosting provider in an e-mail.)

The logon page of Unison Control Panel is displayed.

3 In the User name box, type your logon name.

4In the Password box, type your password.

5 Click Log in.


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Chapter 1: Basics of working with Unison Control Panel


The User Accounts page of Unison Control Panel is displayed (see Figure 1).

Note: If you have not used Unison Control Panel for several minutes, the system logs you off

automatically. To continue working with Unison Control Panel, you have to log on again.

Overview of the workspace

There are two visually distinct parts of the Unison Control Panel workspace.

The left part shows a status panel and the navigation bar. The right part shows the selected

information page.

The status panel (the small gray area underneath the Unison logo) shows the summary information

for your hosting account. This information includes your hosting account ID, the name of your

organization, the number of existing user accounts and the total number of accounts your

organization has purchased, as well as the state of your hosting account (for example, active).

Figure 1: The User Accounts page of Unison Control Panel

Underneath the status panel is the navigation bar, which contains hyperlinks to various pages of

Unison Control Panel. (The hyperlinks are represented by underlined text.) When you click a link in

the navigation bar, the corresponding page is displayed on the right side of Unison Control Panel.

The links in the navigation bar are grouped, and each group has a name (for example,

Organization, Phone, Address Books, and so on). Group names are not clickable.

With very few exceptions, all pages of Unison Control Panel (displayed on the right side of the

workspace) are organized in the same way.


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Directly below the page title there is a toolbar with buttons, which you click to carry out commands

or tasks. Each button has a tooltip (a brief explanation of the command or task associated with the

button) that is displayed when you hover over the button.

Underneath the toolbar, the main part of the page displays the information that you can view and

manage. In most cases, a table format is used for representing information.

Each row in the table corresponds to one object of a certain type (for example, a user account, an

address book, and so on) with the objects properties shown by columns. Depending on how

complex the object is, the table may show all of the properties, or only the most important

properties. To see all object properties, use the Edit function.

You can sort the information in the tables as well as perform a search for particular objects (see

Sorting the information in tables on page 14, Using Quick Search on page 14, and Using

Advanced Search on page 16).

If for some reason the connection with Control Panel is lost, the alert Disconnected is displayed in

red letters in the upper right corner of the workspace next to your logon name.

Visual symbols in tables and dialog boxes

Understanding the standard visual clues used in tables and dialog boxes will help you more quickly

interpret the information displayed. The following symbols and conventions are used:

(triangle or arrow in the table header row) for current sortingA triangle pointing up or down next to a column name shows that the data in a table is currently

sorted by this column. If the triangle points down, the data is sorted in ascending order (0 9,

A Z, a z). If the triangle points up, the data is sorted in descending order (z a, Z A, 9 0).

(magnifying glass icon) for search and filterIf the box with the magnifying glass icon is shown above the table on the right side, this means

that you can search for objects and apply various filtering conditions to the objects shown in the

table. (The opposite is also true: if there is no such box, the search-and-filter function is

unavailable for the table. In this case, all of the existing objects are always shown.) For more

information, see Using Quick Search on page 14 and Using Advanced Search on page 16.

(padlock icon) for locked objectsA padlock icon in one of the first table columns signifies a locked object. Locked objects cannot

be deleted or made inactive.

Black text for active objectsIf the text in the whole row is black, the object is active. Active objects are normal objects.

(gray circle) or gray text for inactive objectsIf the text in the whole row is gray, the object is currently inactive. A small gray circle may also

be shown in the first (leftmost) column as an additional mark for inactive objects. For more

information on inactive objects, see Inactive objects on page 13.


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(star icon) for special objectsA star icon shows that an object is somehow different from the rest of the objects of the same

type. For example, this icon is used to mark Unison administrators, the main organization

address book (the corporate directory), root voice menus, default call forwarding rules, hunt

group administrators, and so on.

(asterisk) for required fieldsAn asterisk is a marker for required information. Such fields must not be left empty.

Inactive objects

Inactive objects are disabled objects or, in other words, objects that are not in service. For

example, inactive user accounts correspond to users who cannot log on and, consequently, cannot

use any of the services provided by Unison. Inactive e-mail boxes cannot be used for sending and

receiving e-mail. Inactive phone and extension numbers cannot receive calls.

You can edit the properties of inactive objects and then activate them (put them in service) if and

when needed.

Time format

In a very limited number of cases when the units of measure are not shown, seconds are assumed

for all time values, such as timeouts.

The 24-hour format is used for time (for example, in call forwarding rules, or in call history). For

example, 9:00 a.m. is shown or entered as 9:00, while 9:00 p.m. as 21:00.

Selecting objects in tables

In Control Panel, you usually need to select an object or objects before performing an action. To

select a single object, it is enough to click it in the table.

If you want to select several objects simultaneously, press and hold the CTRL key, and then click

each of the desired objects. When all the desired objects are selected, release the CTRL key.

If you want to select a range of objects, press and hold the SHIFT key, and click the first and the last

object in the range.

Using double-clicks to access default functions

You can use double-clicks as shortcuts to default functions. In other words, you double-click a row

in a table or an item in a list to access the function that is used most frequently for the

corresponding object.

The default function is almost always the Edit function. (The alternative way to perform this

function is to click an object and then click Edit on the toolbar.)

In certain dialog boxes where you can select from a list, the default function is Select. These dialog

boxes have a Select button, which is used to perform the same operation (see Figure 2 on page 14).


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Figure 2: The Available Extensions dialog box, in which you can select extensions by double-clicking them in the list

Sorting the information in tables

You can sort the information (reorder the objects) in any table by any of the columns. In almost all

cases the information is sorted alphabetically either in ascending order (0 9, A Z, a z) or

descending order (z a, Z A, 9 0).

To sort the information in ascending order by a column:

Click the column name once.To sort the information in descending order by a column:

Click the column name twice.(Each additional click on the column name changes the sorting order from descending to ascending,

then back to descending and so on.)

Where appropriate, you can also group all active objects together either at the top or at the bottom.

To do this, click the header row of the State column, which is on the far left. (Note that if the

objects in the table cant be inactive, this column is not available.)

Using Quick Search

You can use Quick Search to look for specifictext in tables or lists. As a result, only the matchingrecords will be displayed.

Quick Search is available on pages (or in dialog boxes) where the box with the magnifying glass icon

is present.

If there is no triangle next to the magnifying glass icon and the Quick Search box looks like this:, your search applies to the whole table or list.


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If a triangle pointing down is shown next to the magnifying glass icon and the Quick Search boxlooks like this: , you can search in the whole table or you can choose to

search in one of the table columns. To see the list of search options you can choose from, click

the magnifying glass icon or the triangle, see Figure 3.

Figure 3: Available Quick Search options are displayed when you click the magnifying glass icon or the triangle next to it.

The option that is currently selected is marked with a small circle to the left of the option name.

Note: The search conditions are not case-sensitive. For example, a search for John would show the

results john, John, JOHN, and so on.

Searching an entire table or list

To search for a specified text in an entire table (that is, all table columns) or a complete list:

1 Make sure that the text Search Everywhere is shown in the Quick Search box to the right ofthe magnifying glass icon . If it is not, click the magnifying glass icon to open the list of search

options, and then click Search Everywhere in the list. (The selected option is marked with a

small circle to the left of the name; Search Everywhere is the default option.)

If there is no triangle next to the magnifying glass icon, the only available option is to search in

the whole table or list and you dont need to worry about the search scope. In this case you can

go to the next step of this procedure.

2 Click somewhere in the search box, and then type the text you want to look for.

3 To start the search, either wait a moment or press ENTER.

The table or list is filtered to show all the records that contain the specified text in at least one of

the columns.

Also note that when search results are shown, there is a round gray X button in the right

part of the Quick Search box. You can click this button to clear the contents of the Quick Search

box (this also restores the view to show all records).

Searching in one column

Note: You can search for text in separate table columns only when you see a triangle pointing

down next to the magnifying glass icon in the Quick Search box.

To search for text in only one of the table columns:

1 Click the magnifying glass icon or the triangle next to it. In the list of search options, click thename of the column you want to search.


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2 Click somewhere in the search box, and then type the text you want to look for.

3 To start the search, either wait a moment or press ENTER.The table is filtered to show only those records that contain the specified text in the specified

column.

Displaying all table records after quick search

To see all the records existing in the table when you have finished using Quick Search, clear the

contents of the Quick Search box. You can do that in one of the following ways:

Click the round gray X button in the right part of the Quick Search box. Delete the text in the Quick Search box using keyboard keys (BACKSPACE or DELETE). Then wait

a moment or press ENTER.

Using Advanced Search

With Advanced Search you can specify a number of complex search conditions. The search results

are more precise than those produced by Quick Search.

The number of search criteria in most cases is equal to the number of columns in a table. For

example, if the Organization Address Books table contains the columns Name, Administrators,

Contacts, Distribution Lists, and Note, the Advanced Search panel will contain a check box for

each of these columns.

The search criteria are slightly more complicated when one of the columns contains information

made up of several properties in combination. For example, the User Accounts table contains the

following columns: State, Login, User Name, Department, and Note. The Advanced Search panel

will contain the State, Login, Department, and Note check boxes, but not User Name. The user

name is a combination of the first, last, and middle names of the user, so you can search for each of

these properties separately, using the First Name, Middle Name, and Last Name search options.

The specified conditions are all added together using the logical AND operator1.

Note: The search conditions are not case-sensitive.

Searching for objects

To search for objects using Advanced Search:

1 Underneath the box with the magnifying glass icon, click Advanced Search.The Advanced Search pane is displayed.

2 Select the check box corresponding to the property for which you want to define a searchcondition.

1 If you specify more than one condition, you will be looking for records satisfying all conditions at the same time.

Consequently, you can expect to see fewer results.


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3 Select one of the search options.

Some properties only have yes and no options. For example, to look for active or inactive objects,

under Active select either Yes for active objects or No for inactive objects.

In all other cases, you need to select the search option from a list. For text values, the possiblesearch options are:

Contains Begins with Ends with Is exactly Is empty (the property is not defined, so the corresponding field is empty) Is not empty (has any text; the reverse in relation to Is empty)For numeric values you can select one of the following options:

= (equal) Is between (greater than or equal to one value but less than or equal to the other value) > (greater than) < (less than) (greater than or equal to) (less than or equal to) (not equal)

4 In the box to the right of the list, type the text or number value. (If there is no such box, skip thisstep.)

If you are defining the search condition for text, type the text you want to search for (for theoptions Contains, Begins, and Ends with, type a partial text; for the option Is exactly, typea complete text). You do not need to specify text for the options Is empty and Is not

empty.

If you are defining the search condition for numbers, type the number or range of numbers(for the options =, >,


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Displaying all table records after advanced search

To see all the records existing in the table when you have finished working with advanced search:

On the Advanced Search pane, click Show All (see Figure 4).

Figure 4: Displaying all table records after advanced search

Hiding the Advanced Search pane

To hide the Advanced Search pane:

Above the Advanced Search pane, click Hide Search Pane.

Logging off from Unison Control Panel

To log off from Unison Control Panel:

Click Logout in the top right corner of the workspace.

Troubleshooting

This section offers solutions to basic problems that you may come across when using Unison

Control Panel. If you are experiencing a problem that is not described here, contact the support

team of your Unison hosting provider.

Inability to log on to Control Panel

If you can access the Control Panel logon page but cannot log on, this may be due to one of the

following reasons:

Incorrect user name or password. Make sure that both your name and password that you havetyped in the corresponding boxes of the logon page are correct. Then try to log on again.


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Control Panel cannot use cookies. To be able to log on to Control Panel, the browser you areusing should allow Control Panel to use cookies. Check the privacy settings in your browser and

make sure that the browser does not block Control Panel cookies. Then try to log on again.

Incorrect date and time. If the date or time on your local computer is incorrect, this may preventyou from logging on. Make sure that the date and time on your computer are set correctly andthen try to log on again.

Display of mixed content in Microsoft Internet Explorer is not enabled

When working with Unison Control Panel using Microsoft Internet Explorer, you may be constantly

getting a message informing you that the page contains both secure and nonsecure items.

To prevent this message from appearing on the screen repeatedly, you should enable display of

mixed content:

1 Click Tools, and then click Internet Options.

2 Click the Security tab, and then click the Custom Level button on this tab.3 In the list under Settings, move to the section called Miscellaneous. In this section, find the

options for Display mixed content. Click Enable.

4 In the Security Settings dialog box, click OK.

5 Click OK in the Internet Options dialog box.


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Chapter 2:Managing the Unison serviceTo manage the Hosted Unison service for your organization, you add and modify information in

Control Panel. This information defines who can use Unison and how, as well as which resources

are available for that.

In this chapter youll find detailed instructions for working with the information objects that make

up your Unison service.

Process overview

To start using Unison in your organization, follow these basic steps. Most of the following tasks are

performed in Control Panel.

1 Create user accounts for people in your organization. For detailed instructions, refer toManaging user accounts on page 24.

All user accounts are initially associated with the pre-defined department called Main. If

necessary, you can change the name of this department later.

Note that when creating accounts, Control Panel makes some of the settings automatically. You

can accept the automatic settings or specify your own. The automatic settings are determined by

the default account settings (see About default account settings on page 33). If necessary, you

can adjust these settings to your needs (see Changing default account settings on page 58).

For existing accounts, you can add the users pictures, personal details and other information.

For instructions, see Editing a user account on page 40, Managing the list of blocked callers

on page 54, and Managing the users personal information and picture gallery on page 56.

After you have created the accounts, the account holders can start using Unison.

To get the most out of Unison, users should install Unison Desktop (see Working with Unison

Desktop on Windows on page 136 and Working with Unison Desktop on Linux on

page 139). Alternatively, Unison Web may be used for working with e-mail and address books in

a Web browser (see Using Unison Web access on page 147).

For people who have wireless devices that are enabled for Microsoft Exchange ActiveSync, the

Unison mobile synchronization service is available. (See Working with the Unison mobile

synchronization service on page 145.)

At this step you can also start installing phones for users, see Using phones with Unison on

page 141.

2 If necessary, rename the Main department (see Renaming a department on page 23) andcreate additional departments (see Managing departments on page 21). Note that

departments in Unison are used just to group user accounts and communication resources. So

the departments you specify in Control Panel dont necessarily have to correspond to the actual

structure of your organization.

If you have created new departments, you can move existing user accounts to these

departments (see Moving a user account to a different department on page 42).


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Chapter 2: Managing the Unison service


3 If necessary, create distribution lists and additional address books (see Managing address booksand distribution lists on page 119).

4 If necessary, create hunt groups, see Managing hunt groups on page 79.

5

If necessary, make changes to the preinstalled voice menu Main menu (see Overview of theMain menu on page 94) and create additional voice menus (see Managing voice menus on

page 90).

If you already have hunt groups defined in Control Panel, associate these hunt groups with voice

menus to make these hunt groups accessible for phone calls.

If you have created hunt groups and associated them with voice menus, the hunt group

administrators can now install and use Unison Call Manager. (See Working with Unison Call

Manager on page 148.)

6 If you want to make or receive external phone calls but your organization is not subscribed tothe managed phone service, you should:

Specify incoming and outgoing call providers (see Managing incoming call providers andoutgoing call providers on page 157).

Buy or lease external phone numbers from an incoming call provider and register thesenumbers in Control Panel (see Managing phone numbers: additional features

on page 169).

Assign the registered phone numbers to users and voice menus.7 Continue adding and modifying information in Control Panel as needed.

Managing departments

Use the Departments page of Unison Control Panel (see Figure 5 on page 22) to manage

departments (see Departments basics). You can:

Create new departments, see Creating a new department on page 22. See how many user accounts are associated with particular departments. This information is

shown in the table on the Departments page.

Rename departments, see Renaming a department on page 23. Delete departments, see Deleting departments on page 23.Departments basics

You can use departments to group user accounts and communication resources such as phones,

phone numbers, extensions and others.

Departments may be thought of as containers for user accounts: departments contain users, whoare represented in the system by user accounts. Departments may not contain other departments.


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In addition to user accounts, the following objects may be associated with a particular department:

phone numbers, extensions, devices (office phones), hunt groups, and address books.

When you log on to Unison Control Panel for the first time, there is already one department called

Main and your user account is associated with this department. (You can change the name of this

department as you like.)

Figure 5: A fragment of the Departments page

You dont have to create additional departments if you dont need them. If the number of Unison

users in your organization is relatively small (up to 20), its unlikely that youll need more than one

department. However, you may create new departments and use them to better organize the user

accounts and resources.

You can delete unused departments. However, you cannot delete departments that have user

accounts associated with them.

Departments have only one property, a name. A department name can contain upper and

lowercase English letters and underscores (_) only.

Accessing the Departments page

To access the Departments page:

1 Log on to Unison Control Panel (see Logging on to Unison Control Panel on page 10).

2 In the left navigation bar under Organization, click Departments.

Creating a new department

To create a new department:

1 Open the Departments page (see Accessing the Departments page).

2 Click Create .The New Department dialog box is displayed (see Figure 6 on page 23).


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3 In the Name field, type the department name. Note that the name can contain upper andlowercase English letters and underscores (_) only.

Figure 6: The New Department dialog box

4 To create a department with the name you have specified, click Create. (To exit the NewDepartment dialog box without creating a department, click Cancel.)

Renaming a department

To rename a department:

1 Open the Departments page (see Accessing the Departments page on page 22).

2 In the table of departments, click the department you want to rename.

3 Click Edit .

4 In the Name field of the Department Properties dialog box, type a new name for thedepartment. Note that the name can contain upper and lowercase English letters and

underscores (_) only.

5 Click OK.

Deleting departments

You can delete unused departments.

Important: You cannot delete departments that have user accounts associated with them.

To delete one or more departments:

1 Open the Departments page (see Accessing the Departments page on page 22).

2 In the table of departments, select one or more departments to delete.

3 Click Delete .

4 Confirm your intention to delete the selected departments.


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Managing user accounts and default account settings

Use the User Accounts page of Unison Control Panel (see Figure 7) to manage Unison user

accounts (see User account basics) and default account settings (see About default account

settings on page 33). You can:

Create and edit user accounts as well as manage the associated communication resources andinformation. See Creating a new user account on page 34 and Editing a user account on

page 40.

Move user accounts to different departments. See Moving a user account to a differentdepartment on page 42.

Assign users administrative rights and remove those rights for user accounts. See Aboutadministrative rights and Unison administrators on page 32, Assigning administrative rights to

a user on page 57 and Removing administrative rights for a user on page 57.

Deactivate active accounts and activate the inactive ones. See Deactivating and activating useraccounts on page 57.

Delete user accounts. See Deleting user accounts on page 58. Adjust default account settings to your needs to make the account creation process more

efficient. See Changing default account settings on page 58.

Figure 7: The User Accounts page of Unison Control Panel

User account basics

A user account is an information object representing a Unison user (along with all the

communication resources available to that user).


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Most of the properties of this information object are defined when creating the account, and can be

changed later; some of the properties can only be defined when editing the account later (for

example, blocked callers list, and contact information).

Unison users can edit some of the properties of their accounts in Unison Desktop. These properties,

for example, include the blocked callers list, phone setup mode, call forwarding rules, personal

phone numbers and personal information (certain contact card details).

Each user account is associated with one of the departments defined in the system.

The user account properties include the following information blocks:

General information about a user including the users first, second and last names, the logonname, password, and other details. For more information, see About general information in

user accounts on page 26.

Permissions, a list of Unison features available to a user.For more information, see About userpermissions on page 27.

E-mail settings, an e-mail address and mailbox aliases. For more information, see About e-mailsettings on page 27.

Phone settings, which include office phones, phone numbers, and extensions associated with auser, and related options. The phone settings may also include information about the users

additional personal phones. For more information, see About phone settings on page 27.

Call handling rules defining how to handle incoming calls and which phone to use for placingcalls through Unison Desktop. For more information, see About the phone for outgoing calls,

phone setup modes, and call forwarding rules on page 29.

Blocked callers, a list of callers whose calls are forwarded directly to voice mail. For moreinformation, see About blocked callers and anonymous calls on page 31.

Hunt group settings, membership of a user in various hunt groups. For more information, seeHunt group basics on page 79.

Contact information, which includes the users personal details, a user picture and associated picturegallery. For more information, see About contact information in user accounts on page 31.

Users may be given administrative rights. Users with administrative rights can log on to Control

Panel to manage all aspects of the Unison service for your organization. For more information, see

About administrative rights and Unison administrators on page 32.

The user accounts may be active or inactive. If a user account is active, the corresponding user can

use Unison. Inactive accounts correspond to users who (temporarily) cannot use the system. Users

with deactivated accounts are removed from the main address book (the corporate directory).

(Address books are discussed in Managing address books and distribution lists on page 119.)

Note that you cannot create more accounts than allowed by your hosting service plan.


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About general information in user accounts

The general information about a user includes:

First, middle, and last names of the user. Names may contain English letters in upper and lowercases, digits, underscores (_), spaces, and dashes ().

Gender. Job title. Department that the user belongs to, one of the departments registered in the system.

Departments are created and managed on the Departments page of Unison Control Panel (see

Managing departments on page 21).

Display name the way the name of the user is displayed in Unison Desktop, for example, in themain address book (corporate directory). The default display name is generated by Control Panelautomatically using the corresponding template, see About default account settings on

page 33 and Changing default account settings on page 58. You can accept the display name

generated by Control Panel or specify a different name.

Login the users logon name which, in combination with the password, is used to authenticatethe user in Unison Desktop. The default logon name is generated by Control Panel automatically

using the corresponding template, see About default account settings on page 33 and

Changing default account settings on page 58. You can accept the logon name generated by

Control Panel or specify a different name.

The logon name may contain from one to 30 characters; only lowercase English letters, digits,

and underscores (_) are allowed.

The logon name should be unique, that is, two different Unison users cannot have the same

logon name.

Password, which in combination with the logon name is used to authenticate the user. Thepassword is generated by Control Panel automatically. The length of the generated password is

defined by the corresponding default account setting, see About default account settings on

page 33 and Changing default account settings on page 58. You can accept the password

generated by Control Panel or specify a different one.

The password may be from 6 to 60 characters long and can include any characters.

Time zone corresponding to the users location. (For information about the time zone used bydefault, see About default account settings on page 33 and Changing default account

settings on page 58.)

The time defined in call forwarding rules in the advanced phone setup mode is assumed to be

the local time in the time zone where the user resides. That is why it is important to define the

correct time zone for the call forwarding rules to work properly. (For information about call

forwarding, see About the phone for outgoing calls, phone setup modes, and call forwarding

rules on page 29.)


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About user permissions

User permissions are represented by a list of Unison features that the user is allowed to use. This list

may include the instant messaging and phone services. (All Unison users always have the right to

use the e-mail, calendar, and mobile synchronization services.) In addition, a user can be given

permission to:

Edit his or her personal information using Unison Desktop. Access voice mail from any phone. If this option is not enabled, the user has only standard phone

access to voice mail. This means that the user has to call his or her extension or phone number from

the office phone registered in the system and assigned to that user1.

For more information on the standard and extended phone access to voice mail, see About

phone access to voice mail on page 33. Phone access to voice mail using voice menus is

discussed in Accessing the voice mail management menu from the Main menu on page 96.

About e-mail settings

The e-mail settings in user accounts are represented by the following main properties of the users

mailbox.

E-mail the main e-mail address. The local part in the main e-mail address (the part before theat sign (@)) is always the same as the users logon name.

Aliases mailbox aliases, that is, alternative e-mail addresses.In addition to the main e-mail address, a user can have a number of mailbox aliases, or

additional e-mail addresses. For example, if a users e-mail address is

[email protected], an alias could be [email protected].

If an e-mail is sent to an address defined by an alias, it is delivered to the users mailbox.

Quota the mailbox size in megabytes. You dont set the quotas in Control Panel. However, youcan see them in a separate column on the User Accounts page.

Free space the number of megabytes available in the mailbox. Similarly to the quotas, thisinformation is shown on the User Accounts page.

About phone settings

Phone settings in user accounts are represented by:

Devices, one or more phone devices (office phones) assigned to (or owned by) the user. A usercan be assigned only phones associated with his or her department or ones that are not

associated with any of the departments.

1 In addition, all Unison users can access their voice mail in Unison Desktop.


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Normally, devices are created and managed on the Phone Devices page of Control Panel (see

Managing phone devices on page 75). You can also create devices for the user when creating

a user account or editing the properties of the user account.

When creating a user account, depending on the current default account settings, one phone

may be assigned to the user automatically (if the phone is already registered in Control Panel).

For information about automatic account settings, see Changing default account settings on

page 58.

In relation to call forwarding rules associated with the user account, phones owned by the user

may be characterized as used or not used. (The used phones in Unison Control Panel are

marked with a check in the corresponding tables.)

Phones that are not used (or mentioned) in any of the call forwarding rules are not available for

incoming phone calls.

Phone numbers, one or more phone numbers assigned to (or owned by) the user. A user can beassigned only phone numbers associated with his or her department or ones that are not


Phone numbers are managed on the Phone Numbers page of Control Panel (see Managing

phone numbers on page 63).

One of the users phone numbers may be selected as an outgoing caller ID. If this is done, the

corresponding phone number will be used to identify the user when he or she calls people

outside Unison using his or her office phone. This may be useful when a user has more than one

phone number.

Extensions, one or more extensions (extension numbers) assigned to (or owned by) the user. Auser can be assigned only extensions associated with his or her department or ones that are not


Normally, extensions are created and managed on the Extensions page of Control Panel (see

Managing extensions on page 71). You can also create extensions for the user when creating

a user account or editing the properties of the user account.

When creating a user account, depending on the current default account settings, one extensionmay be assigned to the user automatically (if the extension is already registered in Control

Panel). For information about automatic account settings, see Changing default account

settings on page 58.

Encrypt calls when possible option. If this option is selected, Unison will try to encrypt all phoneconversations the user participates in. The actual ability to have encrypted phone conversations

will depend on the features and settings of the phones used.

Note that the user can change this setting in Unison Desktop.

In addition to the office phones (referred to as devices or phone devices), a user can have two more

phones enabled. These two personal phones are called a custom phone and a mobile phone in


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Control Panel. The custom phone may be specified when creating or editing a user account. The

mobile phone may be specified only when editing an existing account (when adding the users

contact information).

If specified, the custom phone may act as an alternative to an office phone or phones. The custom

phone may correspond, for example, to a phone at home or a mobile phone which the user may

want to use for making and receiving calls. The custom phone is characterized by a name and a

phone number. The name is optional. If not specified, the name Custom Phone is set by default. The

number is required.

A Unison user can define the custom phone and then edit its properties in Unison Desktop. The

changes made through Unison Desktop and Control Panel are automatically synchronized.

About the phone for outgoing calls, phone setup modes, and call forwarding rules

The users phone for outgoing calls is the one that is used for placing calls through Unison Desktop.

(For more information, see Unison Desktop Help.) The following user phones may be selected as the

phone for outgoing calls: one of the office phones, the custom phone, or the mobile phone.

The phone setup mode and call forwarding rules (in the advanced phone setup mode) define how

to handle incoming calls addressed to the user.

Basic and advanced phone setup modes. There are two phone setup modes basic and

advanced. The default mode is the basic mode.

The call forwarding rule in the basic mode. In the basic phone setup mode there is only one callforwarding rule, which is created automatically. According to this rule (called the default rule), all

incoming calls (except for those from blocked callers) to all of a users phone numbers and

extensions are routed to a single specified phone. If not answered within 30 seconds, the calls are

forwarded to the users voice mail.

In the basic mode, the phone for outgoing calls is the same as the one used to receive incoming calls.

When you switch from basic to advanced mode, you can modify the default rule and add more call

forwarding rules.

Call forwarding rules in the advanced mode. In the advanced phone setup mode, there may be

as many call forwarding rules as required. The rules themselves may be rather sophisticated.

The set of rules always contains at least one rule, namely, the default rule. This is the rule that is

created automatically in the basic mode.

The default rule defines how to route calls in cases when there are no other, more specific, rules.

You can make changes to the default rule, but you cannot delete or deactivate it.

Each call forwarding rule in the advanced mode associates all phone numbers and extensions

owned by the user with the time of the call and a sequence of destinations to which the call isrouted. This means that different call forwarding rules may be specified for different call times.


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Call destinations may be the office phones owned by the user, the users voice mail box, extensions,

or phone numbers. For office phones and phone numbers, you can specify timeouts, which define

how long the system should wait for the call to be answered before routing the call to the next

destination.

The last of the call destinations in all call forwarding rules is always the users voice mail. Thisdestination is added to the call routing table automatically and cannot be deleted or deactivated.

Note: It is possible, but not recommended, to use an extension or phone number belonging to a

different user as a call forwarding destination. When processing this type of destination, the system

will use the call forwarding rules associated with the account of that (other) user. Then, if the call is

not answered and a voice mail message is recorded, this message will be delivered to the voice mail

box of the extension or the phone number owner. As a result, the wrong user may get the voice mail.

Call forwarding rules in the advanced mode have the following properties:

Name the name of the rule, provided just for reference purposes. The default name for thedefault rule is Auto. Names of other rules, by default, start with the word Custom followed by

a number. You can change the name of any call forwarding rule as you think is appropriate.

Time periods defining the time of day, days or months when the rule is active. In the defaultrule, time periods cannot be edited because it is active always, that is, every day of every

month from 00:00 until midnight.

Call routing rules, represented as a sequence of call destinations. The call destinations such asphones and phone numbers have timeouts associated with them. The last of the call destinations

is always the users voice mail.

State: active or inactive. Call forwarding rules may be made temporarily inactive and thenreactivated again. The active/inactive state in relation to call forwarding rules has the same

meaning as for other objects, see Inactive objects on page 13.

Call destinations in call routing rules have the following properties:

Order parameter whose value defines the order of the call destination in the routing sequence.The order is a positive integer number in the range from 1 to 100. The lower the value of the

order parameter, the sooner the destination is tried (in relation to other destinations).Destinations with the same value for this parameter are tried at the same time. Values in the

sequence defined by the order parameters of different destinations do not necessarily need to

follow each other. There may be gaps, and the sequence 37799, for example, would be

processed in the same way as 1223.

Voice mail is always the last destination in the sequence. The order parameter for voice mail is

set to 100 and cannot be changed. For this reason, for all destinations other than voice mail, the

value of the order parameter cannot be greater than 99.

Timeout (for phones and phone numbers), a period of time during which the destination istried. If, within the specified time, the call is not answered at the specified destination, the call

is routed to the next destination.


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For destinations with the same value for the order parameter, the timeouts are also the same.

In the case of voice mail, the call is almost immediately answered by the Voice Mail service.

That is why the timeout for voice mail is never specified. For extensions, the situation is similar:

the call is forwarded to a specified extension right away (and then processed according to the

forwarding rule or rules specified for the extension owner).

State: active or inactive. Destinations may be made temporarily inactive and then reactivatedagain. The active/inactive state in relation to destinations has the same meaning as for other

objects, see Inactive objects on page 13.

Voice mail as a call destination cannot be deactivated.

Important: If you switch from the advanced to the basic mode, the default rule is automatically

reverted to the state appropriate for the basic mode. All other call forwarding rules are deleted.

A Unison user can switch phone setup modes, edit call forwarding rules, and select the phone for

outgoing calls in Unison Desktop. The changes made through Unison Desktop and Control Panel

are automatically synchronized.

About blocked callers and anonymous calls

Blocked callers are people whose calls are routed directly to voice mail, bypassing the users phone

or phones. To identify the blocked callers, their caller IDs are used. The caller ID is a synonym for the

phone number used to initiate calls.

The users blocked callers list can contain up to 100 phone numbers.

You can manage the list of blocked callers only when you are editing an existing user account.

There is an option of forwarding all anonymous calls directly to voice mail. (Anonymous calls are the

ones for which the caller ID is not known.)

A Unison user can edit the blocked callers list associated with his or her account in Unison Desktop.

Changes made through Unison Desktop and Control Panel are automatically synchronized.

About contact information in user accounts

The main purpose of contact information in user accounts is to provide additional details about a

user. Once defined, these details become available to all Unison users in the Corporate Directory in

Unison Desktop.

The contact information cannot be defined when creating a user account. You can add the contact

information only for an existing user account, when editing the account.

A Unison user can be granted permission to edit his or her contact information. If this is the case,

the user can make modifications to the contact information in Unison Desktop. Changes made inUnison Desktop and in Control Panel are automatically synchronized.


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Note: Users can edit only their personal information in Unison Desktop, so its important that you

set any necessary business details correctly (users will not be able to change their work phone, work

address, and so on).

The contact information includes:

Title (Dr., Mr., Mrs. and so on) and Suffix(Sr., Jr., and so on). Title and suffix, together with theuser names, are used to compose the users full name as it is displayed in the main organization

address book. For example, if a user with the first, middle, and last names John W. Smith has

the title Dr. and suffix Sr., this users full name in the address book will be shown as Dr.

John W. Smith Sr.

Birthday. If set, other Unison users will be notified of the event through Unison Messenger andthe calendar in Unison Desktop on the corresponding day. Note that the year in the birthday is

optional.

Additional business, home, and mobile phone numbers, postal and e-mail addresses, and so on.Note: If set, the first of the mobile phones can be defined as the users phone for outgoing calls.

(See About the phone for outgoing calls, phone setup modes, and call forwarding rules on

page 29.)

The users pictureand associated picture gallery. You can upload images onto the server to forma picture gallery for the user. The image files should be in one of the following formats: JPEG,

GIF, PNG, or TIFF. If the user is allowed to edit personal information, he or she can manage the

picture gallery in Unison Desktop.

About administrative rights and Unison administrators

Any Unison user account holder can be given administrative rights and thus become a Unison

administrator. Unison administrators can log on to Control Panel to manage all aspects of the

Unison service for the organization.

Initially, there is only one Unison administrator. This is the person who signed up for the Hosted

Unison service and, as a result, became the hosting account owner.

The hosting account owner can make other users Unison administrators. They, in their turn, can

assign administrative rights to other user account holders.

The Unison administrators can also remove the administrative rights for any other user who is

currently an administrator. However, they cannot remove those rights for their own accounts; only

other administrators can do that.

The Unison administrators can deactivate or delete any user accounts except for their own.

To access Control Panel, Unison administrators use their Unison e-mail address or any of the

mailbox aliases as a logon name. The password is the same as when logging on to Unison Desktop

or other Unison user applications.

To mark which users have administrative rights, the star icon is used in Control Panel.


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About default account settings

Default account settings are the ones that Control Panel suggests and applies by default when

creating all new user accounts. By adjusting the default settings to your needs, you can considerably

speed up the account creation process and make it more efficient.

Note that the default settings do not affect the existing user accounts in any way. If you change the

default settings, this will only change what Control Panel suggests for new user accounts. Nothing

will change in the accounts that you created before that.

The default account settings include:

Templates for automatically generating the user display name and logon name. These templates arereferred to as a formatin Control Panel. You can use pre-defined variables (placeholders) and text in

the templates. For example, the template %fn.%last for the user with the first name John and

the last name Smith will generate J.Smith. For the complete list of available variables, see step 3

of the procedure discussed in Changing default account settings on page 58.

Password length, the number of characters in an automatically generated users password. Time zone, which corresponds to the location of a user. Permissions,the list of Unison features available to a user. E-mail settings, templates for automatically generating mailbox aliases. Phone settings, which include device (phone) type, password length, and options related to

encrypted phone calls and automatic assignment of available devices and extensions to newusers. Phone settings also include templates (referred to as a format) for automatically

generating device (phone) names.

Destination timeoutfor call forwarding rules.The procedure for changing the default account settings and additional details can be found in

Changing default account settings on page 58.

About phone access to voice mail

The phone access to voice mail includesstandard access and extended access.

Standard access is available to all Unison users who have the phone service enabled. Standard

access means that to access voice mail, users have to call their own extension or phone number

from their own office phone (the office phone registered in the system and assigned to that user).

In all such cases, the user is asked to enter the voice mail PIN code. (This PIN code is initially set by

the user in Unison Desktop and then can be changed either in Unison Desktop or over the phone.) If

the PIN code is correct, the user

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