Documentation

HiPath 3000/5000 V8
HiPath 500 V8
myPortal entry
User Guide

A31003-H3580-U102-4-7619

Communication for the open minded

Siemens Enterprise Communications

www.siemens.com/open
 Our Quality and Environmental Management Sys-
tems are implemented according to the require-
ments of the ISO9001 and ISO14001 standard cer-
tified by an external certification company.

Copyright © Siemens Enterprise

Communications GmbH & Co. KG 2010
Hofmannstr. 51, 80200 München
Siemens Enterprise Communications GmbH & Co. KG
is a Trademark Licensee of Siemens AG
Reference No.: A31003-H3580-U102-4-7619
The information provided in this document contains
merely general descriptions or characteristics of
performance which in case of actual use do not
always apply as described or which may change as
a result of further development of the products. An
obligation to provide the respective characteristics
shall only exist if expressly agreed in the terms of
contract. Availability and technical specifications are
subject to change without notice.
Communication for the open minded OpenScape, OpenStage and HiPath are registered
trademarks of Siemens Enterprise
Communications GmbH & Co. KG.
Siemens Enterprise Communications All other company, brand, product and service
www.siemens.com/open names are trademarks or registered trademarks of
their respective holders.
 Contents

Contents 0

1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.1 About this Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3 User Interface Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.4 Yahoo! Widgets Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.5 First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.5.1 How to Change the Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.5.2 How to Start myPortal entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.5.3 How to Display Information about myPortal entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.5.4 How to Exit myPortal entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2 Making Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.1 Call Number Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.2 Call Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.2.1 How to Answer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.2.2 How to Make Calls by Entering a Number Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.2.3 How to Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.2.4 How to Make Calls from a Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.2.5 How to Make Calls with Function Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.2.6 How to Make a Call from the Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.2.7 How to End a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.3 Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2.3.1 How to Search or Set a Filter in a Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.3.2 How to Add a Personal Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.3.3 How to Edit a Personal Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.3.4 How to Delete a Personal Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.3.5 How to Delete all Personal Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.3.6 How to Import Contacts from Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.3.7 How to Import Contacts from a CSV file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.4 Function Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.4.1 How to Add a Function Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.4.2 How to Edit Function Key Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.4.3 How to Delete a Function Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.5 Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2.5.1 How to Delete a Journal Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
2.5.2 How to Delete Multiple Journal Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
2.5.3 How to Filter Journal Entries by Call Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
2.5.4 How to Add or Edit Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.5.5 How to Delete a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.5.6 How to Respond to a Follow-up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

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Contents

3 Controlling Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
3.1 Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
3.1.1 How to Change the Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
3.2 Status-based Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
3.2.1 How to Configure Status-based Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
3.3 Return Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.3.1 How to Display the Return Time of other Subscribers with Function Keys . . . . . . . . . . . . . . . . . . . . . . 27
3.3.2 How to Display the Return Time of Other Subscribers in the Personal Contacts . . . . . . . . . . . . . . . . . 27
4 Team Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.1 Configuring Team Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.1.1 How to Add Users to a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.1.2 How to Import a User List from a CSV File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.1.3 How to Edit Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.1.4 How to Remove Team Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.1.5 How to Change a Team Selection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.1.6 How to Configure Info Texts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.1.7 How to Configure Team Forwarding Destinations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2 Actions for Team Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2.1 How to Send an Internal Info to Team Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
4.2.2 How to Forward All Calls for Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
4.2.3 How to Turn off Call Forwarding for Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
5 Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
5.1 How to Listen to Voicemails at your Own Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
5.2 How to Configure Another Phone to Retrieve Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
5.3 How to Listen to Voicemails at Another Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
5.4 How to Delete a Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5.5 How to Call the Sender of the Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5.6 How to Configure Access to Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
6 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
6.1 Connecting to the WebServices PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
6.1.1 How to Set up the IP Connection to the Plug Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.1.2 How to Define Access Data for the Plug Computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.2 Appearance of the User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
6.2.1 Colors and Shapes (Skins) in myPortal entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
6.2.1.1 How to Select a Skin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
6.2.1.2 How to Import a Skin File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
6.2.1.3 How to Find Additional Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
6.2.2 How to Change the Appearance of the myPortal entry Start Clock. . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
6.2.3 How to Edit the Function Bar Label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
6.2.4 How to Make the Long Function Bar Description Visible. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
6.3 Visibility of the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.3.1 How to Change the Visibility of the Function Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.3.2 How to Change Responses to Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.3.3 How to Change the Behavior of the myPortal entry Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.3.4 How to Change the Hotkey for the Top Window Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.4 User Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.4.1 How to Load Another User Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.4.2 How to Create a User Interface Language File for Another Language . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.4.3 How to Reset the Language Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

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 Contents

6.5 Further Configuration Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

6.5.1 How to Assign Applications to be Started for Specific Phone Numbers . . . . . . . . . . . . . . . . . . . . . . . . 41
6.5.2 How to Set the CTI Site Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
6.5.3 How to Specify a URL for an Internet Phonebook (Directory) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
6.5.4 How to Select the Date Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
7 myPortal entry Web Services Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
7.1 How to Open the Web Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
7.2 How to Change the Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
7.3 How to Select the User Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
7.4 How to Select the Dial Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
7.5 How to View Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

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Introduction
About this Guide

1 Introduction
This document is intended for users of myPortal entry and describes its operation
in detail.

myPortal entry can be used with the following communication systems:

• HiPath 3300/3350/3500/3550 as of V8R4
• HiPath 500 as of V8R4
You can enjoy the benefits of myPortal entry on your iPhone as well with
myPortal web!
See the User Guide for myPortal web for details.
Extend the functionality of myPortal entry with the Firefox plugin
WebCall Extension!

1.1 About this Guide

This documentation uses a variety of methods to present different types of
information.

Purpose Presentation Example

User interface Bold Click OK.
elements
Menu sequence > File > Exit
Special emphasis Bold Do not delete Name.
Cross-reference text Italics You will find more information in
the topicNetwork.
Output Monospace font, e.g., Courier Command not found.
Input Monospace font, e.g., Courier Enter LOCAL as the file name.

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 Introduction
Overview

Purpose Presentation Example

Key combination Monospace font, e.g., Courier <Ctrl>+<Alt>+<Esc>
Work Steps and Numbered and alphabetical Configure the DSL telephony
Substeps lists stations with the associated
DID phone numbers.
Click Add.
Enter the name of the Internet
telephony station under
Internet Telephony
Station.
Alternative Work Enumeration If you want to output amounts,
Steps enable the check box Display
amounts instead of units.
If you want to output units, clear
the check box Display
amounts instead of units.

When operating PC programs with a mouse, the following assumptions are made
for the mouse configuration:
• Primary mouse key: "Click on ..."
• Secondary mouse key: "Right-click on ..."

1.2 Overview
The unified messaging solutionmyPortal entry offers convenient dialing aids via
Presence and Journal functions as well as access to voicemail.

The myPortal entry Web Services allow you to quickly access the phone numbers
of employees, colleagues and external contacts from your mobile phone. Several
different directories are provided by the Web Services for this purpose.
The system directory contains all the speed dial destinations of the
telecommunications system. The internal directory contains all internal users,
including their current presence status. The personal phone directory contains
your individually created contacts and offers you the option of importing your
Outlook contacts. The recursive search function across directories allows you to
quickly find the desired contact.

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Introduction
User Interface Elements

myPortal entry supports you in using your phone with the following features:
• Call control for inbound and outbound calls
• Presence
• Journal
• Voicemail
• Team functions
• Scalable interface, e.g., through skins, and easy localization
• Status-based call forwarding
• Personal directory/contacts
• Access to internal directory and system directory
• Freely programmable function keys
• Use of an Internet directory
• Invoking (web) applications depending on the phone number

IMPORTANT: As a user of myPortal entry, you should avoid

using the phone lock function at your office telephone.

1.3 User Interface Elements

The user interface of myPortal entry consists of a Start button, a function bar and
status-dependent popup windows.

myPortal entry Start

myPortal entry Start is used to show and hide the function bar and to bring up
different configuration menus.

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 Introduction
User Interface Elements

Function Bar

The function bar includes the following symbols (from right to left):

Symbol Name/Function
Connections
Call control for inbound and outbound calls

Presence
Presence function and status-based call forwarding

Contacts / Directories
Personal contacts, importable and editable, and access to directories
of the communication system
Team functions
Hidable Info and Forwarding functions for a team

Function keys
Call phone numbers and functions quickly

Journal
Call list function

Voice Messages
Access to your voicemail (can be hidden)

Internet directory
Use public phone directories

The symbol names are displayed as tooltips when a user hovers the mouse over
them.

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Introduction
User Interface Elements

Call control

On receiving inbound calls and during a call, the call is automatically shown in the
call control.

Inbound calls can be answered with a single click on the Answer Call button or
rejected by clicking on the red handset symbol. If the caller' s phone number is
contained in the personal directory, the user' s name also appears above the
phone number.
Outbound calls can be easily initiated by entering the phone number and clicking
the on the Dial Number button next to it or by using the Redial button (max. 9
entries).
The red handset symbol can be used to end a call.

Popup windows

Popup windows appear when a function is called manually. The function called in
each case is presented in a popup window.

Symbols in myPortal entry Start

If there are new entries in the local journal or in the mailbox of your
communication system, this is indicated by red exclamation marks. In such cases,
an exclamation mark also appears above the Voicemail or Journal symbol.

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 Introduction
Yahoo! Widgets Engine

In the event of connection problems with the WebServices PC, a lightning symbol
is displayed, and a corresponding message text appears above the function bar.
If the error message persists, please contact the administrator of your
communication system.

Context menus
Context menus provide situation-based actions for selection. Context menus can
be opened by clicking on the relevant object with the right mouse button.

Online Help

If you want to invoke the Help for a function, click in the function bar on the desired
function and then press the <F1> key on the keyboard. Clicking the X symbol at
the top right of the Help window closes the help.

Tooltips
Tooltips are small windows that are used to display more information on specific
elements of the graphical user interface (e. g., symbols). A tooltip appears when
you let the mouse pointer hover over that element for a brief period of time.

1.4 Yahoo! Widgets Engine

In order to use myPortal entry, you will need the Yahoo! Widgets Engine. Details
on the installation and configuration can be obtained from your system
administrator.

The Yahoo! Widgets Engine consists of a symbol in the task bar and the
expandable Yahoo! Widgets console at the edge of the screen.

You can start, stop, hide and reveal myPortal entry at any time via the console.
The console may include further widgets in addition to myPortal entry.

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Introduction
First Steps

More information on the operation of Yahoo! widgets and the console can be
found on the Internet at http://widgets.yahoo.com/.

1.5 First Steps

If configured accordingly, you will need to change your personal password before
using myPortal entry for the first time. Your system administrator has the required
data.

If you have a voicemail box with a personal voicemail password, you must also
enter this data in myPortal entry; see How to Configure Access to Voicemail.
This section also shows you how to start and stop myPortal entry and display
information. More information on the operation of myPortal entry and other Yahoo!
widgets as well as the Yahoo! Widgets Engine can be found on the Internet at
http://widgets.yahoo.com/.

1.5.1 How to Change the Password

The password is changed by using the myPortal entry Web Services Assistant.

Prerequisites: • Login Name (your station number) and Initial Password (identical to the login
name by default).
• IP address of the myPortal entry Web Services Assistant.
Step by Step: 1. Open an Internet browser and enter either of the following URLs http://
<admin IP address>:8801/admin or http://<admin IP
address>:8802/admin in its URL line. Then confirm your entry. <admin
IP address> refers to the IP address of the myPortal entry Web Services
Assistant.
2. Enter your phone number in the Name field and the initial password (which is
identical to the user name by default) in the Password field, and click Login.
3. Enter a new password that is only known to you in the Password and
Confirm Password fields. If required (ask your system administrator), the
password must contain a minimum of eight and a maximum of 16 characters
and consist of a combination of uppercase and lowercase letters, digits and
special characters. The valid special characters are:
!"§$%=?‘{}´*+~’#|^;:<>&.
4. Click Save.
Next steps: Apply your new password in myPortal entry; see How to Define Access Data for
the Plug Computer.

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 Introduction
First Steps

1.5.2 How to Start myPortal entry

Prerequisites: • The Yahoo! Widgets Engine has started.
• myPortal entry is installed.
Step by Step: 1. Open the Yahoo! Widgets console and click on the symbol myPortal entry.

1.5.3 How to Display Information about myPortal entry

Among other things, the version of myPortal entry widget is displayed on the Info
page.

Step by Step: 1. Right-click on myPortal entry.

2. Click on About myPortal entry in the context menu.

1.5.4 How to Exit myPortal entry

Step by Step: 1. Right-click on myPortal entry.
2. Click on Close Widget in the context menu.

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Making Calls
Call Number Formats

2 Making Calls
myPortal entry provides you with not only the usual call control functions for your
assigned telephone, but also the convenient functionality of the personal
directory, the journal and the function keys.

2.1 Call Number Formats

Call numbers can be specified in different formats.

Format Description Example

Dialable For the dial mode "Callback 321 (internal)
preferred" and "Call through": 072298765 (own local network)
exactly as you would dial the
008972298765 (external local network)
phone number at the telephone
of the PBX system. 000498972298765 (international)
For the dial mode "GSM
preferred": exactly as you would
dial the phone number at the
mobile phone, i.e., always as
when located in the external
network or when making an
international call.
Canonical Begins with + and always +49 (89) 722-98765
includes the country code, area after importing from Outlook, for example
code and the full remaining
station number. Blanks and the
special characters + ( ) / - : ; are
allowed.

For details on the interpretation of canonical phone numbers in myPortal entry,

see How to Set the CTI Site Parameters.

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 Making Calls
Call Functions

2.2 Call Functions

You can use myPortal entry to control call functions, e.g., to accept or make calls.
You can optionally dial phone numbers directly from the journal, by using function
keys or from the personal directory (phonebook).

2.2.1 How to Answer a Call

Prerequisites: • An inbound call is displayed in the Connections call control.
Step by Step: 1. Click on the large button with the ringing bell symbol.

2.2.2 How to Make Calls by Entering a Number Manually

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Connections symbol.
3. Click in the white field and enter the phone number in dialable format or paste
a number from the clipboard with <CTRL>+<V>.
4. Select one of the following options:
• Click on the Dial number button.
• Press the Enter key on the PC keyboard.

2.2.3 How to Redial

Prerequisites: • There are existing entries in the redial list.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Connections symbol.
3. Click the Redial button.
4. Click on the desired number in the redial list.

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Making Calls
Call Functions

2.2.4 How to Make Calls from a Directory

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click on one of the Personal contacts, Internal directory, System
directory or All directories tabs.
4. Select one of the following options:
• Click in the appropriate directory entry on the desired station number.
• Click in the context menu of the appropriate directory entry on the desired
station number.

2.2.5 How to Make Calls with Function Keys

Prerequisites: • There are existing function keys; see How to Add a Function Key.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Function Keys symbol.
3. Click on the desired function key.

2.2.6 How to Make a Call from the Journal

Prerequisites: • There are existing entries in the journal.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Journal symbol.
3. Click on one of the following folders: All Calls, Missed, Answered, Inbound,
Outbound or Reminder (ringing bell symbol).
4. Select one of the following options:
• Click on the desired journal entry.
• Click in the context menu of the appropriate journal entry on the station
number.

2.2.7 How to End a Call

Step by Step: 1. Select one of the following options:
• Click in the Current Connections popup window on Hang Up.
• Click on Hang Up in the menu bar.

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 Making Calls
Directories

2.3 Directories
Besides your personal contacts, you can also access the internal directory and
system directory of your communication system (if configured). Only the entries
in the personal contacts can be edited with myPortal entry. A maximum of 1,000
entries are possible in the personal contacts.

Directory details

The List view of the directories shows details in the following columns:
• Last Name
• First Name
• Phone No. Business
• Phone No. Mobile
• Phone No. Home

Symbols

The following symbols are displayed under the List view:

Symbol Function
Import / update imported Outlook contacts

Import / update imported CSV contacts

Add a contact

Searching/Filtering
On opening the directory, a list with all existing contacts is displayed. To facilitate
the search for a specific entry, the list can be filtered by specific search terms.
The filter can be applied to all fields/columns, e.g., Last Name or Phone No.
Business. It is also possible to search by subterms. The results of the search are
displayed dynamically in a list during the input.

Importing Contacts
Besides adding contacts manually, you can also import contacts from Outlook or
a CSV file.

IMPORTANT: Phone numbers imported from other sources

(Outlook Excel CSV) must be available and imported in the
canonical format (+49…) in order to ensure correct dialing in all
dial modes.

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Making Calls
Directories

Supported CSV structure (UTF-8) for import:

Header line with any text
Last Name;First Name;Phone Business;Home Phone;Mobile
Miller;Steven;+49 (89) 722-12345;+49 (89) 1234567;+49 (151) 1234567

2.3.1 How to Search or Set a Filter in a Directory

Prerequisites: • Personal contacts exist (see How to Add a Personal Contact) or the
directories of the communication system have been set up.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click on one of the Personal contacts, Internal directory, System
directory or All directories tabs.
4. Click in the Search field at the lower edge of the window.
5. Enter one or more characters.
Next steps: Select an entry from the results list.

2.3.2 How to Add a Personal Contact

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Select one of the following options:
• Click on the Add a contact symbol at the lower edge of the window.
• Click in the context menu of any directory entry on Add a contact.
4. Enter the appropriate contact data in the First Name, Last Name, Phone No.
Business, Phone No. Home and Phone No. Mobile fields.
5. Click Save.

2.3.3 How to Edit a Personal Contact

Prerequisites: • There are existing contacts; see How to Add a Personal Contact.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click in the context menu of the desired directory entry on Edit this contact.
4. Edit the appropriate contact data in the First Name, Last Name, Phone No.
Business, Phone No. Home and Phone No. Mobile fields.
5. Click Save.

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 Making Calls
Directories

2.3.4 How to Delete a Personal Contact

Prerequisites: • There are existing contacts; see How to Add a Personal Contact.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click in the context menu of the desired directory entry on Delete this
contact.

2.3.5 How to Delete all Personal Contacts

Prerequisites: • There are existing contacts; see How to Add a Personal Contact.

IMPORTANT: The deletion of all entries occurs without a

confirmation prompt.

Step by Step: 1. Click in the middle of myPortal entry Start.

2. Click on the Contacts / Directories symbol.
3. Click in the context menu of any directory entry on Delete all contacts.

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Making Calls
Function Keys

2.3.6 How to Import Contacts from Outlook

Prerequisites: • Outlook is installed, and there are exiting contacts in Outlook with phone
numbers in dialable or canonical format.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click on the Import / update imported Outlook contacts symbol at the
lower edge of the window.
4. Select or clear the check box Do you want to first delete the old contacts?
as required.
5. Select or clear the check box Do not import contacts without phone
numbers as required.
Depending on the number of entries involved, the import may take up to
several minutes.

2.3.7 How to Import Contacts from a CSV file

Prerequisites: • A valid CSV file is available.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click on the Import / update imported CSV contacts symbol at the lower
edge of the window.
4. Confirm the prompt Do you want to first delete the old contacts? with Yes
or No.
5. Select a CSV file and click Open.
Depending on the number of entries involved, the import may take up to
several minutes.

2.4 Function Keys

The function keys are assigned phone numbers or feature code procedures.

When a function key is programmed with a station number of an internal

subscriber who is configured for myPortal, it also shows the Presence status of
that subscriber.
Using the PABX feature codes, for example, the Do Not Disturb (*97) function
could be assigned to a function key. Clicking a function key then initiates dialing
immediately or executes the procedure.

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 Making Calls
Function Keys

2.4.1 How to Add a Function Key

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Function Keys symbol.
3. Select one of the following options:
• Click in the lower end of the popup window.
• Click in the context menu of any function key on Add Function Key.
4. Enter a phone number in canonical or dialable format or a feature code
procedure in the Phone number or feature code procedure field.
5. Enter any text in the Function Key label field.
6. Click Save.

2.4.2 How to Edit Function Key Assignments

Prerequisites: • There are existing function keys; see How to Add a Function Key.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Function Keys symbol.
3. Click in the context menu of the desired function key on Edit this function
key.
4. Enter another phone number in canonical or dialable format or another
feature code procedure in the Phone number or feature code procedure
field.
5. Enter any appropriate text in the Function Key label field.
6. Click Save.

2.4.3 How to Delete a Function Key

Prerequisites: • There are existing function keys; see How to Add a Function Key.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Function Keys symbol.
3. Click in the context menu of the desired function key on Delete this function
key.
4. Confirm the prompt with Yes.

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Making Calls
Journal

2.5 Journal
The Journal is the list of all your inbound and outbound calls. You can call back
contacts quickly and easily from within the journal or call them again if required
and even flag calls for a scheduled follow-up. The journal data is stored locally.
Data is recorded in the journal only when myPortal entry is active.

Folders for call types

The calls are arranged in the following folders:

• All
• Missed
• Answered
• Inbound
• Outbound
• Follow-up (ringing bell symbol)

Display of journal entries

New entries are displayed as red exclamation marks before myPortal entry Start
and in front of the Journal symbol in the function bar.

Retention period

myPortal entry retains calls in the journal for an unlimited time period. They can,
however, be deleted manually on a timed basis.

Call Details

Every call is shown with the Date and Time and, if available, with the Phone No.
If the personal directory includes additional information for the phone number
such as the Last Name and First Name, these details are also displayed. In
addition, the Direction, Duration and column with symbols for Notes, if available,
are displayed.

Direction symbols Meaning

Inbound

Outbound

Note symbols Meaning

A note has been saved for the entry.

The note has been assigned a follow-up.

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 Making Calls
Journal

2.5.1 How to Delete a Journal Entry

Prerequisites: • There are existing journal entries.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Journal symbol.
3. Click in the context menu of the desired journal entry on Delete Single
Journal Entry.

2.5.2 How to Delete Multiple Journal Entries

Prerequisites: • Multiple journal entries exist.

IMPORTANT: The deletion of all entries occurs without a

confirmation prompt.

Step by Step: 1. Click in the middle of myPortal entry Start.

2. Click on the Journal symbol.
3. Click in the context menu of any directory entry on Delete Multiple Journal
Entries.
4. Select the time period from the list before which the entries are to be deleted
and select All.
5. Click Delete.

2.5.3 How to Filter Journal Entries by Call Type

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Journal symbol.
3. Click on one of the following folders: All Calls, Missed, Answered, Inbound,
Outbound or Reminder (ringing bell symbol).

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Making Calls
Journal

2.5.4 How to Add or Edit Notes

Prerequisites: • There are existing entries in the journal.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Journal symbol.
3. Click in the context menu of the desired journal entry on Add/Edit Note.
4. Enter any text in the Note field.
5. If required, select a time period for the follow-up from the Time field.
6. Click Save.

2.5.5 How to Delete a Note

Prerequisites: • There are existing entries with notes in the journal; see How to Add or Edit
Notes.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Journal symbol.
3. Click in the context menu of the desired journal entry on Delete Note.

2.5.6 How to Respond to a Follow-up

Prerequisites: • A popup window with an overdue follow-up is displayed.
Step by Step: 1. Select one of the following options:
• Click on the desired journal entry to dial.
• Click in the context menu of the appropriate journal entry on the phone
number to dial.
• To discard a follow-up, click in the context menu of the desired reminder
on Discard.
• To discard all follow-ups, click on Discard All.

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 Controlling Availability
Presence Status

3 Controlling Availability
You can control your availability by using powerful functions of the communication
system.

3.1 Presence Status

The Presence status controls different call forwarding destinations and the Do Not
Disturb mode. The call forwarding destinations are configurable.

Symbols

The popup window for the Presence status contains the following symbols:

Symbol Presence status

Office

Meeting

Sick

Break

Gone Out

Vacation

Lunch

Gone Home

Do Not Disturb

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Controlling Availability
Status-based Call Forwarding

Display of the Presence status

Your currently selected Presence status is indicated by a symbol in the function

bar of your myPortal entry. In addition, your status is also shown to other users in
their contacts of myPortal web.

3.1.1 How to Change the Status

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Presence symbol.
3. Select the desired presence status.
4. Is no call forwarding destination has been set up as yet, the configuration is
started automatically; see How to Configure Status-based Call Forwarding.
5. Specify the time of your return and click OK, or click Unknown if you do not
want to specify a return time.

3.2 Status-based Call Forwarding

Status-based call forwarding enables you to forward calls to any other phone
number or to voicemail, depending on your Presence status.

When you change your presence status, the communication system activates call
forwarding to the destination defined by you for this purpose. For example, if you
are away from the office, to your mobile phone or if you are on vacation, to your
representative.

3.2.1 How to Configure Status-based Call Forwarding

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Intelligent Routing symbol.
3. Select one of the following options:
• Click in the context menu of the desired status on Edit Forwarding
Destination.
• Only if no destination is configured: click on the desired status.
4. Enter the phone number in canonical or dialable format.
5. Click Save.

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 Controlling Availability
Return Time

3.3 Return Time

Every status can be associated with a return time. The return time is set on
changing the presence status; see How to Change the Status.

The own return time, if set in the selected status, is shown on the right under the
function bar.

3.3.1 How to Display the Return Time of other Subscribers with Function
Keys
Prerequisites: • There are existing function keys; see How to Add a Function Key.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Function Keys symbol.
3. Position the mouse pointer over the Presence icon of the desired function key
to have the return time displayed as a tool tip.

3.3.2 How to Display the Return Time of Other Subscribers in the Personal
Contacts
Prerequisites: • There are existing entries in the personal contacts; see How to Add a
Personal Contact.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Contacts / Directories symbol.
3. Click on the Internal directory tab.
4. If the Presence status is available and set to be displayed, the return date and
time of the contact will appear in the Return Time column.

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Team Functions
Configuring Team Functions

4 Team Functions
Team functions enable you to perform actions simultaneously for multiple internal
subscribers, e.g., send Info texts or set up call forwarding, provided the
subscribers are authorized for Associated Services.

4.1 Configuring Team Functions

You can set up a team of internal subscribers, referred to as team members. A
maximum of 100 internal subscribers can be added to a team, of which a
maximum of 30 members may be selected. Otherwise, this menu item can be
hidden via the Widget Preferences.

Importing Users

Besides adding users manually, you can also import contacts from a CSV file.
Supported CSV structure (UTF-8) for the import:
Headline with any text
Last name;first name;internal phone number
Miller;Steven;11
Meier;Hans;12

Symbols

The popup window for Team functions contains the following symbols:

Symbol Name/Function
Add internal user

Import list of internal users from a CSV file

Display of users
The unselected users are shown on the left under Select 1 or more user(s), and
the selected users appear on the right under Selected user(s).

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 Team Functions
Configuring Team Functions

4.1.1 How to Add Users to a Team

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Select one of the following options:
• Click on the Add an internal user symbol.
• Click in the context menu of any user on Add an internal user.
4. Enter the appropriate data in the First Name, Last Name and Phone No.
Business fields.
5. Click Save.

4.1.2 How to Import a User List from a CSV File

Prerequisites: • A valid CSV file is available.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on the Import list of internal users from CSV file symbol.
4. Confirm the prompt Do you want to first delete all entries? with Yes or No.
5. Select a CSV file and click Open.

4.1.3 How to Edit Team Members

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on Edit this user in the context menu of the desired member.
4. Enter the modified data in the First Name, Last Name and Phone No.
Business fields.
5. Click Save.

4.1.4 How to Remove Team Members

Prerequisites: • There are existing members in the team; see How to Add Users to a Team.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on Remove this user from team in the context menu of the desired
member.

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Team Functions
Actions for Team Members

4.1.5 How to Change a Team Selection

Prerequisites: • There are existing subscribers in the team; see How to Add Users to a Team.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on a user in the list on the left to add that user to the team, or click on a
user in the list on the right to remove that user from the team.

4.1.6 How to Configure Info Texts

Note that when editing the texts in myPortal entry, the Info texts in the
communication system must also be adapted accordingly. The texts in myPortal
entry are only intended for information purposes.

Step by Step: 1. Right-click on myPortal entry Start.

2. Click on Widget Preferences... in the context menu.
3. Click Team.
4. Edit the texts in the Info text 0 through Info text 9 fields.
5. Click Save.

4.1.7 How to Configure Team Forwarding Destinations

Step by Step: 1. Right-click on myPortal entry Start.
2. Click on Widget Preferences... in the context menu.
3. Click Team.
4. Enter one or more comma-separated phone numbers in the Team
forwarding destinations field.
5. Click Save.

4.2 Actions for Team Members

You can perform actions simultaneously for selected team members. To do this,
you will need the authorization for Associated Services.

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 Team Functions
Actions for Team Members

4.2.1 How to Send an Internal Info to Team Members

Prerequisites: • There are existing subscribers in the team who have been selected; see How
to Change a Team Selection.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on the Send Internal Info button.
4. Select the desired Info from the list.

4.2.2 How to Forward All Calls for Team Members

Prerequisites: • Team members exist and have been selected; see How to Change a Team
Selection.
• A team forwarding destination has been configured; see How to Configure
Team Forwarding Destinations.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on the Forward all calls button.
4. Select from the Forward to: list.

4.2.3 How to Turn off Call Forwarding for Team Members

Prerequisites: • Call forwarding has been turned on for a team; see How to Forward All Calls
for Team Members.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on the Forward all calls button.
4. Select from the Forwarding off list.

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Voicemail

5 Voicemail
myPortal entry enables you to conveniently manage voice messages in your
voicemail. You can listen to your voicemails, for example, and delete voice
messages. In order to access voicemail from within myPortal entry, voicemail
must be set up in the communication system and subsequently configured and
enabled in myPortal entry.

Symbols

The popup window for voice messages contains the following symbols to control
the voicemail:

Symbol Name/Function
Back to first message

Previous message

Repeat message

Next message

Delete voice message

Call sender of current voice message

Stop listening to voice messages

Displaying Voicemail Messages

New messages are displayed as red exclamation marks before myPortal entry
Start and in front of the Voice Messages symbol in the function bar. In addition,
the number of all new and old messages is shown in the Voicemail Messages
popup. During the retrieval, the date, time and, if present, the caller' s phone
number are displayed.

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 Voicemail
How to Listen to Voicemails at your Own Phone

Listening to Voicemail Messages

myPortal entry lets you control the voice messages in your voicemail by listening
to them at your own phone or at any other phone via a configurable phone
number. It is not possible to play back voicemails through the PC loudspeaker.

Calling the Sender of a Voicemail Message

If the caller' s phone number is available, you can call the sender of a voicemail.

5.1 How to Listen to Voicemails at your Own Phone

Prerequisites: • Your own phone number (extension) has been configured; see How to Set the
CTI Site Parameters.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Voicemail symbol.
3. Click on the phone symbol with your own extension (i.e., internal number).
Next steps: Click on the Next message symbol to listen to further messages.

5.2 How to Configure Another Phone to Retrieve Voicemail

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Voice Messages symbol.
3. Click on the <???> symbol under the mobile phone symbol.
4. Enter the phone number in canonical or dialable format.
5. Click Save.

5.3 How to Listen to Voicemails at Another Phone

Prerequisites: • The phone number of another phone has been configured; see How to
Configure Another Phone to Retrieve Voicemail.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Voicemail symbol.
3. Click on the mobile phone symbol.
Next steps: Click on the Next message symbol to listen to further messages.

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Voicemail
How to Delete a Voicemail

5.4 How to Delete a Voicemail

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Voice Messages symbol.
3. Select one of the following options:
• Click on the phone symbol with your own extension (i.e., internal number).
• Click on the mobile phone symbol.
4. Select the desired message.
5. Click on the Delete voice message symbol.

5.5 How to Call the Sender of the Voicemail

Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Voice Messages symbol.
3. Select one of the following options:
• Click on the phone symbol with your own extension (i.e., internal number).
• Click on the mobile phone symbol.
4. Select the desired message.
5. Click on the Call sender of current voice message symbol.

5.6 How to Configure Access to Voicemail

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click Voicemail.
4. Select the Entry Voice Mail (EVM) available check box to activate the
voicemail for myPortal entry .
5. Enter your internal number (extension) in the Your mailbox number field.
6. Enter your personal password for accessing your voicemail in the Your
mailbox password field. Default password: 1234.
7. Click Save.

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 Configuration
Connecting to the WebServices PC

6 Configuration
You can configure myPortal entry to suit your requirements by editing your
personal data or the program settings, for example.

Configuration windows

Most of the settings are made via configuration windows. The configuration
window consists of the following tabs (from left to right):
• General
• GUI
• Servers
• CTI
• Voicemail
• Team
• Windows
The configuration of voicemail is described under How to Configure Access to
Voicemail, and the configuration of Team functions under How to Configure Info
Texts and How to Configure Team Forwarding Destinations.

INFO: When you make multiple changes under Widget

Preferences on different tabs, it is sufficient to click on Save just
once at the end.

6.1 Connecting to the WebServices PC

Specify the data for the connection with the myPortal Web Services.

Enabling the Ignore system proxy settings check box causes the proxy settings
in the myPortal Widget Engine to be ignored if a proxy is used there.

INFO: Please do not make any changes here if you do not have
all the required information. In cases of doubt, please contact your
system administrator.

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Configuration
Connecting to the WebServices PC

6.1.1 How to Set up the IP Connection to the Plug Computer

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click Server.
4. Enter the IP address or the DNS name of the PC on which the myPortal entry
Web Services are installed in the IP address of your server field.
5. Enter the port number of the used port (default: 8801 for HTTP or 8802 for
HTTPS) in the IP port of your server field.
6. Select the HTTPS to Server check box if you want to set up a secure HTTP
connection.
7. Select the Ignore system proxy settings check box if the proxy settings are
to be bypassed when the Widget HTTP Connector is active.
8. Click Save.

6.1.2 How to Define Access Data for the Plug Computer

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click Server.
4. Enter your user name and password in the User Name and Password fields.
5. Click Save.

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 Configuration
Appearance of the User Interface

6.2 Appearance of the User Interface

You can make several changes to the user interface

6.2.1 Colors and Shapes (Skins) in myPortal entry

You can change the colors and shapes displayed in the user interface by selecting
skins. Some skins have an analog clock, which is displayed before myPortal
entry Start.

6.2.1.1 How to Select a Skin

Step by Step: 1. Right-click on myPortal entry.

2. Click in the context menu on Skins and Select skin.
3. Select a skin from the myPortal entry: Select skin list.
4. Click Save.

6.2.1.2 How to Import a Skin File

Prerequisites: • A valid skin file is available.

Step by Step: 1. Right-click on myPortal entry.
2. Click in the context menu on Skins and Import skin file.
3. Click on the button to browse in the file system.
4. Select a skin file and click Open.

6.2.1.3 How to Find Additional Skins

Step by Step: 1. Right-click on myPortal entry.

2. Click in the context menu on Skins and Find more skins.
3. Go to Skins on the displayed page and follow the instructions.

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Configuration
Appearance of the User Interface

6.2.2 How to Change the Appearance of the myPortal entry Start Clock
Prerequisites: • The selected skin includes a clock; see Colors and Shapes (Skins) in
myPortal entry.
Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click GUI.
4. Under Clock layout (skin-specific), select the desired appearance for the
displayed clock.
5. Select the Display second hand check box to show the seconds hand when
the clock is activated.
6. Click Save.

6.2.3 How to Edit the Function Bar Label

If desired, an optional text (e.g., the company name) can be displayed at the left
end of the function bar.

Step by Step: 1. Right-click on myPortal entry.

2. Click on Widget Preferences... in the context menu.
3. Click General.
4. Enter any text in the Widget Title field.
5. Click Save.

6.2.4 How to Make the Long Function Bar Description Visible

Long descriptions for the function bar can be displayed as scrolling text (ticker
tape) to make them readable. This should only be enabled on powerful PCs, since
the function uses a lot of processing power.

Step by Step: 1. Right-click on myPortal entry.

2. Click on Widget Preferences... in the context menu.
3. Click GUI.
4. Select the Scroll system label check box.
5. Click Save.

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 Configuration
Visibility of the User Interface

6.3 Visibility of the User Interface

You can define for which events and to what extent the user interface should be
visible.

6.3.1 How to Change the Visibility of the Function Bar

You can set the function bar to be auto-hidden when inactive.

Step by Step: 1. Right-click on myPortal entry.

2. Click on Widget Preferences... in the context menu.
3. Click GUI.
4. Select the Hide widget bar automatically check box.
5. Click Save.

6.3.2 How to Change Responses to Events

You can set myPortal entry to be automatically displayed (i.e., autoshown) at
specific events.

Step by Step: 1. Right-click on myPortal entry.

2. Click on Widget Preferences... in the context menu.
3. Click GUI.
4. Select the Show hidden widget on events check box.
5. Click Save.

6.3.3 How to Change the Behavior of the myPortal entry Window

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click on Window.
4. Select the level for the window display under Window Level.
5. Select the Ignore Mouse check box if myPortal entry should not respond to
mouse clicks.
6. Select the Prevent Dragging check box if myPortal entry should not be
movable with a mouse.
7. Move the Opacity slider to set the transparency of myPortal entry.
8. Click Save.

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Configuration
User Language

6.3.4 How to Change the Hotkey for the Top Window Level
The hotkey (<CTRL>+<ALT>+<F8> by default) sets myPortal entry to the top
window level and thus makes it visible from all other windows.

Prerequisites: • myPortal entry is set to be shown and has not been set to be kept below all
other window levels; see How to Change the Behavior of the myPortal entry
Window.
Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click General.
4. Press the key combination in the Hotkey field.
5. Click Save.

6.4 User Language

The language of the user interface can be adapted to suit your requirements.

You can load additional language settings or create new user languages. The
selection of the language occurs automatically based on the language setting of
the operating system.

6.4.1 How to Load Another User Language

Prerequisites: • A valid language file is available.
Step by Step: 1. Right-click on myPortal entry.
2. Click in the context menu on Import own language file.
3. Click on the button to browse in the file system.
4. Select a language file and click Open.

6.4.2 How to Create a User Interface Language File for Another Language
Prerequisites: • You are competent in the language you want to add and in the source
language.
Step by Step: 1. Right-click on myPortal entry.
2. Click in the context menu on Export current language to file.
3. Use a text editor to edit the language-specific texts in the language file, i.e.,
the characters following :, and save the edited file.
4. For details on loading the language file, see How to Load Another User
Language.

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 Configuration
Further Configuration Options

6.4.3 How to Reset the Language Setting

The default language of myPortal entry has been loaded.

Step by Step: 1. Right-click on myPortal entry.

2. Click in the context menu on Back to the language setting of widget
engine.

6.5 Further Configuration Options

Some additional parameters to configure myPortal entry are described below.

Invoking (web) applications depending on the phone number

Depending on the phone number of a caller, you can have myPortal entry call up
a PC program or an Internet page. The caller' s phone number can be passed as
a parameter to the program or Internet page. Possible application: reverse search
in an Internet directory.
You can specify a maximum of four different calls. Only one call can be triggered
by a specific phone number. The placeholder used to pass the phone number in
the call is %CALLER_ID%.
Possible call parameters:
• start cmd.exe /k myConsoleProgram %CALLER_ID%
• start myGuiProgram %CALLER_ID%
• http://www.myInversSearch.com?cn=%CALLER_ID%

6.5.1 How to Assign Applications to be Started for Specific Phone Numbers

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click Apps.
4. Select the Open URL or execute command on incoming calls check box.
5. Select the Remove Central Office Number check box if required.
6. Enter a phone number or a part thereof in one of the If the calling number
starts with fields.
7. Then enter a valid call for a program or Internet page in the associated open
this URL or command field.
8. Click Save.

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Configuration
Further Configuration Options

6.5.2 How to Set the CTI Site Parameters

The site parameters can be used to have phone numbers in canonical format
translated to dialable format. This has an impact on all the call numbers entered
and saved in myPortal entry. Your own internal number (extension) is also
required to retrieve your voicemails.

Step by Step: 1. Right-click on myPortal entry.

2. Click on Widget Preferences... in the context menu.
3. Click CTI.
4. Select the Add central office number for journal entries check box if
entries in the journal are to be automatically added to the central office
number specified here.
5. Click Save.

6.5.3 How to Specify a URL for an Internet Phonebook (Directory)

Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click General.
4. Enter a URL in the Public Internet Directory (URL) field.
5. Click Save.

6.5.4 How to Select the Date Format

The format affects how the date is displayed in the journal.
Step by Step: 1. Right-click on myPortal entry.
2. Click on Widget Preferences... in the context menu.
3. Click General.
4. Select a format from the Date format list.
5. Click Save.

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 myPortal entry Web Services Assistant

7 myPortal entry Web Services Assistant

myPortal entry Web Services Assistant is a web-based configuration tool with
which you can customize your personal settings and display information.

Menu

The menu contains the following areas:

• User Management
Used to set up your user data. Some data cannot be changed and is only
displayed here.
• Information
Displays version information on the myPortal entry Web Services Assistant.

User Management
The Password is required for accessing myPortal entry and myPortal web on the
WebServices PC.

IMPORTANT: If you change the password here, you will also

need to change it in myPortal entry; see How to Define Access
Data for the Plug Computer. If you are using myPortal web, you
have to use the new password there as well (see the myPortal
web User Guide).

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myPortal entry Web Services Assistant
How to Open the Web Interface

The Language and Dial mode settings affect only the look and feel and operation
of myPortal web.
The other settings are only displayed here Contact your system administrator to
obtain further information about this.

7.1 How to Open the Web Interface

Prerequisites: • Login Name (your station number) and your personal password
• IP address of the myPortal entry Web Services Assistant.
Step by Step: 1. Open an Internet browser and enter either of the following URLs http://
<admin IP address>:8801/admin or http://<admin IP
address>:8802/admin in its URL line. Then confirm your entry. <admin
IP address> refers to the IP address of the myPortal entry Web Services
Assistant.
2. Enter your phone number in the Name field and your personal password in
the Password field and click Login.

7.2 How to Change the Password

Prerequisites: • The myPortal entry Web Services Assistant has been started; see How to
Open the Web Interface.
Step by Step: 1. Click User Management.
2. Enter a new password that is only known to you in the Password and
Confirm Password fields.
3. Click Save.

7.3 How to Select the User Language

Prerequisites: • The myPortal entry Web Services Assistant has been started; see How to
Open the Web Interface.
Step by Step: 1. Click User Management.
2. Select a language from the Language list.
3. Click Save.

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 myPortal entry Web Services Assistant
How to Select the Dial Mode

7.4 How to Select the Dial Mode

Prerequisites: • The myPortal entry Web Services Assistant has been started; see How to
Open the Web Interface.
Step by Step: 1. Click User Management.
2. Select a dial mode from the Dial mode list.
3. Click Save.

7.5 How to View Information

Prerequisites: • The myPortal entry Web Services Assistant has been started; see How to
Open the Web Interface.
Step by Step: 1. Click Information.

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Index

Index Z

A F
application, start on receiving call 41 follow-up 24
format for date, configuring 42
C function bar 9
call autohide 39
ending 16 editing the label 38
from journal 16 enabling scrolling function 38
manually 15 function keys
redialing 15 adding 21
with function keys 16 deleting 21
with personal directory (phonebook) 16 editing 21
call control 10 for calling 16
call forwarding show return time 27
change destination based on own status 26
editing destinations for team functions 30 H
for team members 31 hotkey 40
turning off for team members 31
call number format 14 I
canonical format 14 Info about myPortal entry 13
changing the password 12 Info text, sending to team 31
clock Info texts for Team functions, editing 30
adapting layout 38 Internal directory 17
contacts Internet directory
adding 18 configuring 41
deleting 19 Internet phonebook
deleting all 18, 19 configuring 42
editing 18 IP connection, setup 36
importing from a CSV file 20
J
importing from Outlook 20
journal
CSV file
deleting an entry 23
importing contacts 20
deleting entries after time period 23
importing team members 29
deleting notes 24
syntax for personal directory 17
direction symbols 22
syntax for Team functions 28
displaying entries by call type 23
CTI, setting up 42
make call 16
D notes 24
date format, configuring 42 note symbol 22
dialable format 14 popup window with reminder 24
dial mode, selecting 45
L
direction symbols 22
label of function bar, editing 38
display conventions 6
language of the user interface 40

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 Index

M personal directory 17
mouse clicks, ignoring 39 Presence status 25
myPortal entry Team functions 28
autoshow 39 voicemails 32
changing the password 12 system directory 17
docking window at fixed position 39
exiting 13
T
hotkey 40 team
ignoring mouse clicks 39 adding subscribers 29
setting transparency 39 changing forwarding destinations 30
starting 13 changing selection 30
myPortal entry Web Services Assistant deleting members 29
changing the password 44 editing Info text 30
menu 43 editing members 29
selecting the user language 44 forwarding all calls for members 31
myPortal Web Services Assistant importing subscribers from CSV file 29
opening 44 sending Info text 31
turning off call forwarding for members 31
N transparency, setting 39
Note symbols 22
U
P URL for Internet directory
password, changing 36, 44 configuring 41, 42
personal directory 17 user language
calling from 16 changing 40, 44
popup windows 10 creating a language file 40
presence status, changing 26 resetting 41
user name for WebServices PC, setting up 36
R
Redialing 15 V
return time, display with function keys 27 Version 13
reverse search 41 Voicemail 32
voicemails
S adding more station numbers 33
scrolling function for label 38 calling sender 34
site parameters, setting 42 deleting 34
skin listening at external phone 33
finding additional 37 listening at own phone 33
importing 37 listening to 33
selecting 37 setting up a voicemail box 34
status, changing 26 setup 34
symbol voice messages, voicemail 32
dial number 10
redial 10 W
symbols window position, docking 39
direction in journal 22
exclamation mark 10
function bar 9
lightning 11
note in journal 22

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