OpenScape V1.0 User Guide

Download OpenScape V1.0 User Guide

Post on 17-Feb-2018

218 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

<ul><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 1/43</p><p>User Guide for OpenScape(preliminary version, Oct. 1)</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 2/43</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 3/43</p><p>Table Of ContentsWelcome to OpenScape.................................................................................................................. 1</p><p>OpenScape, a new way to work.................................................................................................. 1Key Features of OpenScape....................................................................................................... 1FAQs (Frequently Asked Questions about OpenScape) ............................................................ 2</p><p>Get started....................................................................................................................................... 5Getting Started ............................................................................................................................ 5Configure OpenScape as trusted site ......................................................................................... 5Learn about the Personal Portal ................................................................................................. 5Set your status ............................................................................................................................ 8Set up your OpenScape contacts ............................................................................................... 9</p><p>Communicate with others .............................................................................................................. 11About communication devices .................................................................................................. 11Select your preferred devices and configure preferences ........................................................ 12Communicating with your contacts ........................................................................................... 12</p><p>Voice.............................................................................................................................................. 15Making calls............................................................................................................................... 15Making Conference Calls .......................................................................................................... 16</p><p>When others call you................................................................................................................. 16Manage your phone greetings....................................................................................................... 19</p><p>The Interaction Center folders in Outlook ................................................................................. 19Customize the wav file that your callers hear ........................................................................... 19WebGreeting.htm...................................................................................................................... 20Customize your default web greeting........................................................................................ 20Modify links in your web greeting.............................................................................................. 21</p><p>You use the Voice Portal ............................................................................................................... 23About the Voice Portal .............................................................................................................. 23Listen to voice and email messages ......................................................................................... 23Manage calendar appointments by phone................................................................................ 23Retrieve Outlook contact information by phone ........................................................................ 24Phone Favorites -- shortcuts for Voice Portal tasks .................................................................. 24</p><p>Your callers use the Self-Service Portal ........................................................................................ 25About the Self-Service Portal.................................................................................................... 25</p><p>GuestContent.htm..................................................................................................................... 25Setting up access to the Self-Service Portal for an Outlook Contact........................................ 26Customize greeting for contact guests...................................................................................... 26Your contacts can use Self-Service Portal to make appointments with you............................. 26Make documents available to all callers.................................................................................... 27Make documents available to Outlook contacts........................................................................ 27</p><p>Email and instant messages.......................................................................................................... 29Outlook with OpenScape .......................................................................................................... 29Windows Messenger with OpenScape ..................................................................................... 29</p><p>Specify how others can communicate with you............................................................................. 31About Rules............................................................................................................................... 31Rules Wizard............................................................................................................................. 32</p><p>Work in collaboration with others................................................................................................... 35About Workgroups and the Workgroup Portal .......................................................................... 35Managing your workgroups....................................................................................................... 35Starting a WebEx Meeting ........................................................................................................ 36</p><p>Index .............................................................................................................................................. 37</p><p>i</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 4/43</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 5/43</p><p>Welcome to OpenScape</p><p>OpenScape, a new way to work</p><p>OpenScape makes it easier for youregardless of whether you are in the office, at home, or on</p><p>the roadto access the people and the information you need.Your status -- the basis for optimized communications</p><p>OpenScape uses your statusto determine how to route communicationsto you. Your co-workers can see whether you are in the office, in ameeting, working remotely, etc. (Of course you can always choose toblock individuals from seeing your status.) Remember to set your statusand keep it current! There is no correlation between your OpenScapestatus and your Windows Messenger status.</p><p>which phone, email addr</p><p>Portals -- access to the powerful features of OpenScape</p><p>ess to your contacts and</p><p>p Portal makes it easy for you to work in collaboration with</p><p>Key Features of OpenScape</p><p>OpenScape simplifies yo by unifying access and control</p><p>rvice- allows you to give out one phone number for people to reach you.</p><p>nage voice, fax and email</p><p>nction with Windows Messenger to provide</p><p>Your contacts -- a circle that can include co-workers, customers, family, and friends</p><p>Set up your OpenScape contacts (other OpenScape users) so that you</p><p>can see at a glance what their status is and determine the best way toreach them. You may have other non-OpenScape users as WindowsMessenger contacts, and you will definitely want to configure somepeople with whom you communicate regularly as Outlook contacts sothat they can take advantage of your Self-Service Portal.</p><p>Your devices -- you define them, OpenScape tracks them</p><p>You define the devices for voice, email, and instant messaging on whichyou want to be reached. OpenScape keeps track of all devicesconfigured for a particular media type, determines the overall availabilityof those devices and then routes calls, emails, or instant messagesappropriately. There is no direct link between your status and the overallavailability of your devices. Remember to set your device preferences --ess, and instant messaging device you want to be reached on!</p><p>The Personal Portal is your desktop application.The Voice Portal provides phone access.The Self-Service Portal provides phone accother callers.The Workgrouothers.</p><p>ur business communications environment</p><p>elements into a single application.OpenScape provides:</p><p>One Number SeYou control where to route those calls through OpenScape.Unified Messaging Service- You can store, access and mamessages in your Microsoft Outlook Inbox.Instant Messaging Service- Works in conjusecure and auditable instant messaging service.</p><p>1</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 6/43</p><p>User Guide for OpenScape (preliminary version, Oct. 1)</p><p>Audio Conferencing Service- Supports your needs for scheduled and ad hocconferencing without requiring special call-in and logon procedures.Multimedia Collaboration Services- Supports live, interactive document reviews amongmembers of geographically dispersed workgroups and collaborative teams.</p><p>Priority Contact Handling- Enables users to offer specialized priority routing and self-service options for priority contacts.</p><p>Presence-based Contact Management- Enables users to see and share real-timepresence and availability information with the colleagues.</p><p>Multimodal Communications- Allows seamless transition of communications activity</p><p>ion- Converts text messages to speech, which can then be read</p><p>Voice Commands- Recognizes voice commands through Automatic Speech Recognition</p><p>FAQs</p><p>Q: I've ?</p><p>e-versa. You should use OpenScape as the primary way to</p><p>Q:If Istill be</p><p>ppropriately. But if you</p><p>rrent status that way.</p><p>A:Learn more about modifying your greetings by clicking here.Q: Howme?</p><p>fine rules that specify who can contact you, by which</p><p>Q:How ice devices to my Preferred Phone selection menu?</p><p>s a contact, they should be able to tell by the voice icon next tomy na evoice</p><p>across a variety of devices and media.</p><p>Text-to-speech conversout over a voice device.</p><p>technology.</p><p>(Frequently Asked Questions about OpenScape)</p><p>changed my status in Windows Messenger but it hasn't changed in OpenScape. Why</p><p>A:Changing your status in Windows Messenger does NOT automatically update yourOpenScape status, or vicconvey your personal status. Set your status in Windows Messenger only to indicate itsavailability as a device.shut down the PC where OpenScape is running, will other users who have me as a contactable to see my status?A:Yes! That is why you should keep your status current at all times. If you are leaving theoffice and shutting down your PC, remember to set your status aforget, you can always call the Personal Portal and change your cu</p><p>Q:How do I set up my personal greeting that answers my voice calls?</p><p>does OpenScape help me prioritize how and when specific people can get in contact with</p><p>A:OpenScape allows each user to demedia and under what conditions.</p><p>Q:How do I add people to my contacts list?A:Click here to learn how to set up your OpenScape contacts.</p><p>do I add voA:Click here to learn how to create additional voice devices that OpenScape willrecognize.</p><p>Q: If other people have me listed ame whether I am available to be reached by a voice call. But when I'm on the phone, thicon doesn't change. Why?A: The phone icon shows the combined availability of all of the voice devices that aredefined for you. That includes your Windows Messenger voice client, and any additionalvoice devices you may have defined, such as your office phone, mobile phone, homephone, etc. When you change the presence status on your Windows Messenger client,</p><p>OpenScape knows this and updates the presence status of that device for voice and IM.However, unless your company has an arrangement with your mobile carrier and/or thepublic network carrier that provides phone service to your home, OpenScape has noof knowing the availability of those devices. Your office PBX phone may have mlines, in which case being busy on one line does not necessarily mean the d</p><p>wayultiple</p><p>evice is</p><p>Q: When I join a multimedia workgroup session late, or I've initially joined by voice onlyand now Iwant to see the current document under review, how can I get to the document?</p><p>unavailable. If your office phone is a SIP phone managed by OpenScape, thenOpenScape will be able to provide presence status updates to that device.</p><p>2</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 7/43</p><p>Welcome to OpenScape</p><p>A: Find the current workgroup in your My WorkGroups. Click the name of the group, which willlaunch your Workgroup Portal. Select the document from the list of documents on yourWorkgroup Portal.Q: How do I delete a workgroup I no longer need?</p><p>A: Note that only the owner (person who initially set it up) can delete a workgroup. If you are the</p><p>owner, you can select the workgroup in My Workgroups and click .</p><p>3</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 8/43</p></li><li><p>7/23/2019 OpenScape V1.0 User Guide</p><p> 9/43</p><p>Get started</p><p>Getting Started</p><p>Here are some essential steps to get you started with OpenScape:</p><p> Configure OpenScape as a trusted internet site in your Internet Explorer browser. Take a tour of the Personal Portal</p><p> OpenScape is presence-aware, so be sure to set your status and change it whenneeded.</p><p> Indicate your preferred phone and other communication devices.</p><p> Add your contacts to take advantage of OpenScape's multi-resource communicationsfeature.</p><p>Once you are familiar with the basic features of the Personal Portal, learn more about thefollowing:</p><p> The Voice Portal allows you to access the features of OpenScape from the phone.</p><p> Use the Rules Wizard to set up how, where, and when you can be reached.</p><p> Increase the productivity of the group of people you work with by setting up your team asa Workgroup.</p><p> If your company subscribes to the WebEx service, configure your WebEx password.</p><p>1. Click Options. The Preferences page opens.2. In the WebEx passwordfield, enter a new password and confirm that password.3. Click Apply changes.</p><p>Configure OpenScape as trusted site</p><p>Your system administrator will provide the URL for you to access OpenScape.OpenScape uses your Windows authentication credentials, which means that you do not need aseparate user ID and password to log on to OpenScape.</p><p>You do, however, need to add the OpenScape web site to your Internet Explorer (IE) list oftrus sted ites:</p><p>1. From the IE Toolsmenu, select InternetOptions.2. On the Securitytab, click the Trusted Sitesicon.</p><p>4. Web sitetext box, enter th...</p></li></ul>