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NETVANTA UC DEMONSTRATION TRAINING
Unified Messaging, Fax Server, Click-to-Dial
ADTRAN Inc.

Published: August 2010




This document showcases how to demonstrate the following NetVanta UC features:

   -   Unified messaging with Microsoft Exchange + Outlook 2007

   -   Faxing from the desktop

   -   Click-to-dial
1   SETUP
Microsoft Outlook and NetVanta UC Client must both be installed and configured on the desktop. Ensure that your Microsoft Office Outlook inbox has at least
one email message, one voice message, and one fax message. The e-mail message sender needs to match one of your Outlook contacts with a phone number.
Mark all messages as “unread”.


2   DEMONSTRATION
                Talking Points                           Actions                                              Screenshots

  NetVanta UC is a true unified messaging       Start Microsoft Office
   solution: voice and fax messages are           Outlook
   stored directly on the message store, not
   copied from or synchronized with a
   different server.
  True UM allows you to use a variety of
   different e-mail clients like Outlook web
   access, Windows Mobile Smartphones,
   BlackBerries, or iPhones to manage your
   messages without installing any
   additional software – administration
   overhead is drastically reduced over time.
  Unified messaging is also supported with
   IBM Domino server and Lotus Notes
   client.
  Integrated messaging is supported
   natively with NetVanta UC Client, and
   also supported with any IMAP4 compliant
   message store like Google Gmail and
   Novell GroupWise.
  Basic voicemail is supported natively;
   voice messages are stored directly on the
   NetVanta UC server.
 Message types are denoted by different         Open a voice message.
  icons.
 Special forms are available when
  NetVanta UC Client software is installed
  on the desktop, which allows for message
  listening and viewing without having to
  launch a separate media player/viewer.
 Messages can be managed in any order,
  not only in the order in which they were
  received.
 Voice messages are relatively small
  compared to most modern attachments:
  50KB for 30 seconds of audio, or 167
  hours for 1GB of hard drive space
  (approx. 20,000-40,000 messages @ 15-
  30 seconds)


 Voice messages can be played over your
  telephone handset or using the computer        Click the forward
  speakers                                        button.

 The wave form                 allows you to
  select and play a specific section. This is
  useful for finding and listening to a phone
  number in the message.
 The message subject contains the
  Outlook contact name from your address
  book if there is a match, or if no match
  then the subject will contain the caller ID
  from the phone company.
 Message details are provided at the
  bottom of the window.
 Message audio can be saved to the
  desktop and forwarded to anybody.
 You can collaborate with people by              Click the
  forwarding voice messages to anybody in          button and show the
  the corporate address book, your                 corporate address
  personal contacts, and any e-mail address        book and personal
  typed manually.                                  contacts.
 Recipients with the UC Client software          Close the forward
  installed will see the special form;             (FW) voice form.
  anybody else will see it as a regular e-mail
  with a WAV attachment.                          Close the original
                                                   voice form.
 Messages are created using a standard
  audio codec, playable by any modern
  media player on any platform.
 The body of the e-mail message text is
  displayed at the bottom of the window.
  The body can be annotated with new text
  before forwarding.

 Fax messages can be delivered to a              Open a fax message.
  general company mailbox, or directly to
  your mailbox with a DID number.
 You can even share a single DID number
  for both voice and fax calls, providing one
  number for your contacts to reach you
  regardless of the type of call.
 Fax messages are also relatively small
  compared to most modern attachments
  but the actual size ultimately depends on
  the amount of text/images on each page.
 Standard image manipulation tools are           Click the forward by
  available: zoom, rotate, flip, and page
                                                    fax     button.
   navigation.
 You can collaborate by saving the fax to
   your desktop as a PDF    , as a TIF
 You can collaborate by forwarding the fax
   by e-mail with a PDF attachment       or as
   a TIF     attachment. Recipients with
   NetVanta UC Client software installed will
   see the special form.
 You can also forward the fax to another
   fax machine     .
 Recipients can be typed manually or           Click the
  selected from your personal contact                              button
  address book, filtered by those with a fax      and add a contact to
  number.                                         the recipient list (or
                                                  type a name and fax #
                                                  manually)

                                                Click




 1. Faxes can be sent now or at a              Click
  designated time.                               through each step of
 2. You can select a personal cover page or     the wizard while
  a standard company fax cover page from         discussing each.
  the “Shared” folder.
                                                Click             (do
 3. You can customize the cover page with       not click “Finish”).
  your own subject and notes.                                               1   2
                                                Close the original fax
 4. Clicking “Finish” will send the fax to      form.
  each recipient at the same time using as
  many fax resources that are licensed and
  free PSTN lines that are available.



                                                                            3   4
 Faxing from the desktop is easy. Avoid          Open a document, or
  printing documents, walking to the fax           web page, or
  machine and waiting for that fax to be           spreadsheet, or PDF,
  sent. Save time and reduce paper, ink,           etc…
  and fax machine maintenance costs.
                                                  Find the Print option
 A fax can be sent using any Windows              for the application
  application that supports printing.              you’re using.
 The NetVanta UC Client software                 Select the ADTRAN
  installation package also installs a printer     NetVanta UC Fax
  driver.                                          printer and
 When a document/image is printed the             click         .
  printer driver creates a fax image and          When prompted to
  launches the same fax wizard we saw              Send now or Save to
  before through the fax form.
                                                   file, click      .
 You can send the fax now or save it to
                                                  Close the Fax Wizard
  your UC profile, accessible through the
                                                   dialog when it opens.
  NetVanta UC client software. Saving it is
  useful you’re going to send this
  document/image repeatedly over time to
  different recipients – this way you don’t
  have to hunt for it every time you want to
  send it.
 Successful fax transmission reports are
  saved in your Sent items folder, and failed
  fax transmission reports are sent to your
  Inbox.
 The NetVanta UC Client software package         Navigate back to
  also installs a click-to-dial agent that can     Outlook.
  be used to initiate phone calls to any of
  your Outlook contacts.                          Select an e-mail from
                                                   one of your contacts.
 The click-to-dial capabilities save you
  time when you’re trying to call your            Right-click the e-mail
  contacts, and eliminates telephone               and select Call with
  number input errors.                             ucCompanion and
                                                   select the contact in
 When calling a contact through an e-mail,        your Outlook address
  the agent will display all telephone             book.
  numbers in the Outlook contact record
  (except fax numbers) and will allow you         Click
  to select which number you would like to
  call.
 You can also call a contact directly from
  your contact list, from within an e-mail,
  and from within a contact record.




 Click-to-dial can also be initiated from        Select a phone
  anywhere you see text on the desktop.            number (in text
  Highlight the telephone number and copy          format) in an e-mail or
  (right-click and select Copy, or press           another application,
  Ctrl+C).                                         right-click and select
                                                   Copy
 The agent will detect a phone number in
  the Windows Clipboard and will present
  you with an option to call that number.
 If the agent detects multiple phone
  numbers in the copied text, it will display
  each phone number as a separate button
  for dialing.

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Unified messagingl

  • 1. NETVANTA UC DEMONSTRATION TRAINING Unified Messaging, Fax Server, Click-to-Dial ADTRAN Inc. Published: August 2010 This document showcases how to demonstrate the following NetVanta UC features: - Unified messaging with Microsoft Exchange + Outlook 2007 - Faxing from the desktop - Click-to-dial
  • 2. 1 SETUP Microsoft Outlook and NetVanta UC Client must both be installed and configured on the desktop. Ensure that your Microsoft Office Outlook inbox has at least one email message, one voice message, and one fax message. The e-mail message sender needs to match one of your Outlook contacts with a phone number. Mark all messages as “unread”. 2 DEMONSTRATION Talking Points Actions Screenshots  NetVanta UC is a true unified messaging  Start Microsoft Office solution: voice and fax messages are Outlook stored directly on the message store, not copied from or synchronized with a different server.  True UM allows you to use a variety of different e-mail clients like Outlook web access, Windows Mobile Smartphones, BlackBerries, or iPhones to manage your messages without installing any additional software – administration overhead is drastically reduced over time.  Unified messaging is also supported with IBM Domino server and Lotus Notes client.  Integrated messaging is supported natively with NetVanta UC Client, and also supported with any IMAP4 compliant message store like Google Gmail and Novell GroupWise.  Basic voicemail is supported natively; voice messages are stored directly on the NetVanta UC server.
  • 3.  Message types are denoted by different  Open a voice message. icons.  Special forms are available when NetVanta UC Client software is installed on the desktop, which allows for message listening and viewing without having to launch a separate media player/viewer.  Messages can be managed in any order, not only in the order in which they were received.  Voice messages are relatively small compared to most modern attachments: 50KB for 30 seconds of audio, or 167 hours for 1GB of hard drive space (approx. 20,000-40,000 messages @ 15- 30 seconds)  Voice messages can be played over your telephone handset or using the computer  Click the forward speakers button.  The wave form allows you to select and play a specific section. This is useful for finding and listening to a phone number in the message.  The message subject contains the Outlook contact name from your address book if there is a match, or if no match then the subject will contain the caller ID from the phone company.  Message details are provided at the bottom of the window.  Message audio can be saved to the desktop and forwarded to anybody.
  • 4.  You can collaborate with people by  Click the forwarding voice messages to anybody in button and show the the corporate address book, your corporate address personal contacts, and any e-mail address book and personal typed manually. contacts.  Recipients with the UC Client software  Close the forward installed will see the special form; (FW) voice form. anybody else will see it as a regular e-mail with a WAV attachment.  Close the original voice form.  Messages are created using a standard audio codec, playable by any modern media player on any platform.  The body of the e-mail message text is displayed at the bottom of the window. The body can be annotated with new text before forwarding.  Fax messages can be delivered to a  Open a fax message. general company mailbox, or directly to your mailbox with a DID number.  You can even share a single DID number for both voice and fax calls, providing one number for your contacts to reach you regardless of the type of call.  Fax messages are also relatively small compared to most modern attachments but the actual size ultimately depends on the amount of text/images on each page.
  • 5.  Standard image manipulation tools are  Click the forward by available: zoom, rotate, flip, and page fax button. navigation.  You can collaborate by saving the fax to your desktop as a PDF , as a TIF  You can collaborate by forwarding the fax by e-mail with a PDF attachment or as a TIF attachment. Recipients with NetVanta UC Client software installed will see the special form.  You can also forward the fax to another fax machine .
  • 6.  Recipients can be typed manually or  Click the selected from your personal contact button address book, filtered by those with a fax and add a contact to number. the recipient list (or type a name and fax # manually)  Click  1. Faxes can be sent now or at a  Click designated time. through each step of  2. You can select a personal cover page or the wizard while a standard company fax cover page from discussing each. the “Shared” folder.  Click (do  3. You can customize the cover page with not click “Finish”). your own subject and notes. 1 2  Close the original fax  4. Clicking “Finish” will send the fax to form. each recipient at the same time using as many fax resources that are licensed and free PSTN lines that are available. 3 4
  • 7.  Faxing from the desktop is easy. Avoid  Open a document, or printing documents, walking to the fax web page, or machine and waiting for that fax to be spreadsheet, or PDF, sent. Save time and reduce paper, ink, etc… and fax machine maintenance costs.  Find the Print option  A fax can be sent using any Windows for the application application that supports printing. you’re using.  The NetVanta UC Client software  Select the ADTRAN installation package also installs a printer NetVanta UC Fax driver. printer and  When a document/image is printed the click . printer driver creates a fax image and  When prompted to launches the same fax wizard we saw Send now or Save to before through the fax form. file, click .  You can send the fax now or save it to  Close the Fax Wizard your UC profile, accessible through the dialog when it opens. NetVanta UC client software. Saving it is useful you’re going to send this document/image repeatedly over time to different recipients – this way you don’t have to hunt for it every time you want to send it.  Successful fax transmission reports are saved in your Sent items folder, and failed fax transmission reports are sent to your Inbox.
  • 8.  The NetVanta UC Client software package  Navigate back to also installs a click-to-dial agent that can Outlook. be used to initiate phone calls to any of your Outlook contacts.  Select an e-mail from one of your contacts.  The click-to-dial capabilities save you time when you’re trying to call your  Right-click the e-mail contacts, and eliminates telephone and select Call with number input errors. ucCompanion and select the contact in  When calling a contact through an e-mail, your Outlook address the agent will display all telephone book. numbers in the Outlook contact record (except fax numbers) and will allow you  Click to select which number you would like to call.  You can also call a contact directly from your contact list, from within an e-mail, and from within a contact record.  Click-to-dial can also be initiated from  Select a phone anywhere you see text on the desktop. number (in text Highlight the telephone number and copy format) in an e-mail or (right-click and select Copy, or press another application, Ctrl+C). right-click and select Copy  The agent will detect a phone number in the Windows Clipboard and will present you with an option to call that number.  If the agent detects multiple phone numbers in the copied text, it will display each phone number as a separate button for dialing.