Training:Process Review - Revision history

Tyler: /* Remote SIP Testing */

2023-07-24T16:03:49Z

Remote SIP Testing

Tyler: /* IPitomy Cloud PBX */

2023-07-13T13:36:13Z

IPitomy Cloud PBX

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Tyler: /* IPitomy Cloud PBX */

2023-07-13T13:33:35Z

IPitomy Cloud PBX

Tyler: /* IPitomy Cloud PBX */

2023-06-20T18:19:04Z

IPitomy Cloud PBX

Tyler at 20:27, 12 June 2023

2023-06-12T20:27:29Z

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Tyler at 22:08, 17 May 2023

2023-05-17T22:08:02Z

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Mike Lunn at 16:27, 8 December 2021

2021-12-08T16:27:44Z

Paul Falanga at 22:17, 5 November 2012

2012-11-05T22:17:10Z

Paul Falanga at 21:19, 5 November 2012

2012-11-05T21:19:39Z

Mike Lunn at 22:21, 19 September 2012

2012-09-19T22:21:37Z

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 === <u>Cloud Configuration</u> ===
-Once the pre-installation steps are complete, configure the Cloud PBX to match the necessary specifications and requirements. This step includes setting up and disabling the appropriate firewall settings to ensure secure SIP communications, configuring necessary port forwarding rules if required, and preparing the system for integration with the network.
+Once the pre-installation steps are complete, configure the Cloud PBX to match the necessary specifications and requirements. This step includes setting up and disabling the appropriate firewall settings to ensure secure SIP communications, configuring necessary port forwarding rules if required, and preparing the system for integration with the network. If an ACL (Access Control List) is being implemented make sure to whitelist the approved IP addresses on your IPitomy Cloud PBX.
 === <u>Web Interface Access</u> ===
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 === <u>Remote SIP Testing</u> ===
-If the setup includes remote phones or SIP trunks, test them to ensure the router is handling Network Address Translation (NAT) correctly. It's essential to detect any potential issues early in the installation to allow time for necessary adjustments. If you are deploying remote phones at multiple locations you should always add an additional E911 end point for each location.
+If the setup includes additional remote phones test them to ensure their router is handling Network Address Translation (NAT) correctly. It's essential to detect any potential issues early in the installation to allow time for necessary adjustments. If you are deploying remote phones at multiple locations you should always test and add an additional E911 end point for each location.
 === <u>Softphone and Hardware Phone Testing</u> ===
-Use a SIP softphone on a mobile device to test the registration of WAN extensions to the Cloud PBX. Also, when deploying remote phones have employees register their physical or soft SIP phones to extensions on the Cloud PBX and conduct tests to ensure they work properly.
+Use a SIP softphone on a mobile device to test the registration of extensions to the Cloud PBX. Also, when deploying remote phones have employees register their physical or soft SIP phones to extensions on the Cloud PBX and conduct tests to ensure they work properly.
 === <u>Comprehensive Testing</u> ===

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 == IPitomy Cloud PBX ==
-IPitomy Cloud PBX Process Review Proper preparation is essential before initiating the setup of IPitomy's Cloud PBX solution. This includes creating a blueprint of the entire network setup, including SIP trunk providers and user extensions, which ensures an efficient and smooth installation process.
+IPitomy Cloud PBX Process Review Proper preparation is essential before initiating the setup of IPitomy's Cloud PBX solution. This includes creating a blueprint of the entire network setup, including SIP Firewall & Routers, user extensions, and phone types which ensures an efficient and smooth installation process.
 === Pre-Installation Steps ===
@@ Line 53: / Line 53: @@
 === Cloud Configuration ===
-Once the pre-installation steps are complete, configure the Cloud PBX to match the necessary specifications and requirements. This step includes setting up the appropriate firewall settings to ensure secure SIP communication, configuring necessary port forwarding rules if required, and preparing the system for integration with the network.
+Once the pre-installation steps are complete, configure the Cloud PBX to match the necessary specifications and requirements. This step includes setting up and disabling the appropriate firewall settings to ensure secure SIP communications, configuring necessary port forwarding rules if required, and preparing the system for integration with the network.
 === Web Interface Access ===
@@ Line 65: / Line 65: @@
 === Softphone and Hardware Phone Testing ===
-Use a SIP softphone on a mobile device to test the registration of WAN extensions to the Cloud PBX. Also, encourage employees to register their physical SIP phones to WAN extensions on the PBX and conduct tests to ensure they work properly.
+Use a SIP softphone on a mobile device to test the registration of WAN extensions to the Cloud PBX. Also, when deploying remote phones have employees register their physical or soft SIP phones to extensions on the Cloud PBX and conduct tests to ensure they work properly.
 === Comprehensive Testing ===

@@ Line 1: / Line 1: @@
-=== IPitomy PBX (On Premise) ===
+== IPitomy PBX (On Premise) ==
 ==== '''Process Review''' ====
@@ Line 46: / Line 46: @@
 Once the system is installed and functioning as expected, begin training the end users. Many features will work similarly to their old system, but there may be new things to learn. Ensuring that end users are familiar with their phones and the PBX will result in satisfied customers.
-=== IPitomy Cloud PBX ===
+== IPitomy Cloud PBX ==
 [[Category:Training]]

← Older revision		Revision as of 16:27, 8 December 2021
Line 46:		Line 46:

	*'''Training –''' Once the system is installed and working as expected, the task of training the end user begins.  While many of the features work exactly like their old system did, there are a number of new things to learn.  Ensuring the end user is up to speed on how to use their phones and PBX will result in a happier customer.		*'''Training –''' Once the system is installed and working as expected, the task of training the end user begins.  While many of the features work exactly like their old system did, there are a number of new things to learn.  Ensuring the end user is up to speed on how to use their phones and PBX will result in a happier customer.
		+	[[Category:Training]]

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 *'''Connecting to the Network –''' Once the PBX is configured with the correct IP addresses you are ready to connect it to the customer network.&nbsp; Be sure to connect the PBX to the switch that will host the majority of the phones.&nbsp; You do not want to make the mistake of connecting the PBX to their router as you will be creating an unnecessary bottleneck for traffic that can cause issues down the road.
-&nbsp;'''SIP Localnet and External IP– '''The Localnet defines what network is considered to Local in terms of SIP communication.&nbsp; You can find this setting under PBX Setup=>SIP.&nbsp; If the Localnet does not match the LAN, the phones will not be able to communicate to the PBX.&nbsp; The Localnet will follow the pattern xxx.yyy.zzz.0 with x, y, and z matching the PBX IP address, the last octet will always be zero.&nbsp; The subnet mask for the Localnet will typically be 255.255.255.0.&nbsp; If the install will have any remote SIP (Provider or Phones) I would also enter the public IP address for the site in the External IP field at this time.
+&nbsp;'''SIP Localnet and External IP– '''The Localnet defines what network is considered to be Local in terms of SIP communication.&nbsp; You can find this setting under PBX Setup=>SIP.&nbsp; If the Localnet does not match the LAN, the phones will not be able to communicate to the PBX.&nbsp; The Localnet will follow the pattern xxx.yyy.zzz.0 with x, y, and z matching the PBX IP address, the last octet will always be zero.&nbsp; The subnet mask for the Localnet will typically be 255.255.255.0.&nbsp; If the install will have any remote SIP (Provider or Phones) I would also enter the public IP address for the site in the External IP field at this time.
 &nbsp;'''Access Control List –''' Once the Localnet is set, we advise to set the ACL.&nbsp; Found under System=>Access Contol=>Access Control List, we advise you click the Load Recommended Defaults button.&nbsp; This will configure the basic ACL services (SIP, Call Manager, Local Manager, and TFTP) in a way that allows devices within the Localnet to communicate to the PBX.&nbsp; If you are using a SIP provider, add &lt;SIPTrunkIP&gt;/32 as a rule to the SIP service in the ACL at this time.&nbsp; If remote phones will have static IP addresses, enter those as well.&nbsp; If there will be remote phones on none static IP addresses, delete the entire SIP ACL Service and enable Log Watch & Ban.&nbsp;

@@ Line 9: / Line 9: @@
 *'''Matching the LAN –''' Getting the PBX IP addresses configured to communicate on the network is the first step of your installation.&nbsp; If the network subnet is not 192.168.1.x you will first have to configure the PBX so it can communicate with the network. There are two ways to configure the PBX IP address to match the subnet of the LAN.&nbsp; Once set, it is advised to reboot the PBX.
-**Keyboard and Monitor – With a keyboard and monitor connected you can press CTRL-ALT-F7.&nbsp; This brings you to a screen that allows you to set your Static IP, Subnet Mask, Gateway, and DNS.&nbsp; Once all the values have been set, be sure to select S to save.
+**Keyboard and Monitor – With a keyboard and monitor connected you can press ALT-F7.&nbsp; This brings you to a screen that allows you to set your Static IP, Subnet Mask, Gateway, and DNS.&nbsp; Once all the values have been set, be sure to select S to save.
 **PC and Simple Network – By default the PBX can be accessed via 192.168.1.249/ippbx.&nbsp; With your PC and PBX connected to a simple network (only a switch is needed between the two devices) and your PC set statically to 192.168.1.50 you can log into the default IP address of the PBX.&nbsp; Once logged in, you would navigate to System=>Networking and make your change to Static IP, Subnet Mask, Gateway, and DNS.

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 &nbsp;Being prepared before heading onsite to install the PBX is going to remove stress and make the install go more smoothly.&nbsp; Installing and testing a basic install of the major components is going to alleviate stress and ensure that everything is working as expected, as well as ensure your time is being used efficiently.
-=='''Pre-Install –'''== As mentioned in previous modules, being prepared is a key component of a successful install.
+'''Pre-Install''' As mentioned in previous modules, being prepared is a key component of a successful install.
 **Be sure to have your Site Survey and IPitomy Setup Worksheet completed, as well as contact information for key players like the ISP, IT Dept, Trunk Providers, etc.