Difference between revisions of "Troubleshooting: Basic Phone Configuration"

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(Created page with "This guide provdes an overivew of phone configuration and how it works as relates to IPitomy PBX System. == PBX Side == In order for phones to be properly registered to the ...")
 
 
(3 intermediate revisions by one other user not shown)
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In order for phones to be properly registered to the PBX on a LAN, the system must be properly set up to support those registrations.
 
In order for phones to be properly registered to the PBX on a LAN, the system must be properly set up to support those registrations.
 +
 +
=== Required IP ===
  
 
For the purpose of a standard installation we are assuming a basic IPitomy PBX installation on a LAN using non-publicly routable addressing.
 
For the purpose of a standard installation we are assuming a basic IPitomy PBX installation on a LAN using non-publicly routable addressing.
−
 
−
=== Required IP ===
 
  
 
This means that your PBX is configured in the 172.16.0.0 - 172.31.255.255 192.168.0.0/16 or 10.0.0.0/8 address ranges.
 
This means that your PBX is configured in the 172.16.0.0 - 172.31.255.255 192.168.0.0/16 or 10.0.0.0/8 address ranges.
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#Extension must be created on PBX, Location Should be LAN
 
#Extension must be created on PBX, Location Should be LAN
 
#The IP or subnet from which the phone will be registering needs to be allowed under '''System'''->'''Access''' '''Control'''->'''Access''' '''Control''' '''List.  Note you can generally ensure this is correct by setting Load Recommended Defaults on the page after you have set your SIP Local Net'''
 
#The IP or subnet from which the phone will be registering needs to be allowed under '''System'''->'''Access''' '''Control'''->'''Access''' '''Control''' '''List.  Note you can generally ensure this is correct by setting Load Recommended Defaults on the page after you have set your SIP Local Net'''
 +
 
After you have ensured that all these settings are correct, make sure to press Apply Changes as they database changes you have made need to be applied.
 
After you have ensured that all these settings are correct, make sure to press Apply Changes as they database changes you have made need to be applied.
  
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=== Provisioning ===
 
=== Provisioning ===
  
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In Progress...
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When configuring a phone through the PBX, the MAC of the device is assigned to the extension allowing the creation of a config file which is downloaded to the phone, telling it how to be programmed. There are two methods to configure a phone to the PBX:
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 +
=== <span class="mw-headline" id="Auto_Provisioning">Auto Provisioning </span><br/> ===
 +
 
 +
This method involves some PBX programming and selections at the phone itself to configure the phone.
 +
 
 +
#Create an extension in the PBX and set Phone Type to the model of phone you wish to provision; Save and Apply Changes
 +
#Navigate in the PBX to PBX Setup=>General; ensure that Autoprovisioning is Running (click ON if it is currently Stopped)
 +
#At the phone, press Menu
 +
#Select System Settings
 +
#Select Advanced Settings
 +
#Press OK when prompted for a password as there is no password
 +
#Select SIP
 +
#Select Auto Prov
 +
#Navigate to Extension Number and press the softkey for Modify
 +
#Enter the Extension Number
 +
#Press OK
 +
#Press Done
 +
 
 +
 
 +
 
 +
=== <span class="mw-headline" id="Auto_Discovery">Auto Discovery </span><br/> ===
 +
 
 +
This method involves scanning the network with AutoDiscovery and assigning the extensions to the phones from the PBX.
 +
 
 +
#Create an extension in the PBX
 +
#Navigate to Destinations=>Extensions
 +
#Select AutoDiscovery=>Scan Network
 +
#Find the MAC of the phone you wish to configure
 +
#Change the Assigned dropdown from None to the extension you want to configure to that phone
 +
#Put a check mark in the box next to this phone
 +
#Select the Commands tab at the top of the page
 +
#Click Assign, Configure, and Restart button
 +
 
 +
=== <span class="mw-headline" id="Manual">Manual </span><br/> ===
 +
 
 +
This method involves programming from the phone manually and should be avoided if possible due to the time involved.&nbsp; It is always best to program the phone from the PBX via one of the methods mentioned above.
 +
 
 +
#Create an extension in the PBX
 +
#Log into the IP address of the phone
 +
#Click Config Guide
 +
#Click Next which takes you to the network page, no changes should be necessary on this page
 +
#Click Next which takes you to the Account page
 +
##Username = Extension Number
 +
##Password = SIP Password
 +
##SIP Server = IP address of the PBX
 +
#Click Finish and the phone will be configured to the PBX in a basic manner
 +
#Navigate to Advanced=>Phone Setting
 +
##Set Called No Answer Time to 99, then uncheck the box
 +
##Set Pickup Code to 99
 +
##Set Message to 923
 +
##Change Set Time Mode to SNTP
 +
##Select Manual for SNTP Time Server and enter the IP address of the PBX or a time server such as time.nist.gov
 +
##Set Daylight Savings, Time Format, and Time Zone accordingly
 +
##Set BLF Light to Off
 +
#Click Submit
 +
#Manually Program keys as per the users desire.
 +
 
 +
==== &nbsp;<span class="mw-headline" id="Manually_Programming_Keys">Manually Programming Keys </span><br/> ====
 +
 
 +
*Park
 +
 
 +
:speed dial ##700# Account 1
 +
 
 +
*Park 701-720
 +
 
 +
:BLF park orbit # Account 1
 +
 
 +
For any [http://wiki.ipitomy.com/wiki/PBXPlus_Manual:_Feature_Codes feature codes] program the feature code as a speed dial like park button above and set Account to Account 1.
 +
 
 +
 
 +
 
 +
== &nbsp;<span class="mw-headline" id="Remote_Phones">Remote Phones </span><br/> ==
 +
 
 +
#Provision the phone locally as you would any other phone
 +
#Configure the PBX Site router with port forwards of 5060 UDP and 10k-20k TCP/UDP. The port forwards should point at the LAN address of the PBX
 +
#Navigate to PBX Setup=>SIP and enter the Public IP address of the PBX under External IP, Save
 +
#Navigate to System=>Access Control=>Access Control List
 +
#Configure so that the IP address for the remote phone can communicate to the PBX in one of two ways:
 +
##Add the Public IP address of the remote location if its static (eg. 75.124.65.8/32)
 +
##Delete the SIP service from the ACL if the remote phone will not have a static IP. If you use this method, we advise to enable Log Watch & Ban (found under PBX Setup=>General) after you have verified the remote phone works.
 +
#Navigate to the PBX Settings for the Extension
 +
#Click the blue Advanced link
 +
#Change the Location from LAN to WAN, Save and Apply Changes
 +
#Navigate to PBX Setup=>Phone Global (Optional setting for remote programming)
 +
#Ensure that Phone Download Enabled and Phone Auth Enabled are set to Yes (Optional setting for remote programming)
 +
#Navigate to the Phone Settings for the Extension
 +
#Click SIP/Network Settings
 +
#Change the SIP Location from LAN to WAN
 +
#Change the Time Server Location from Use PBX as Time Server to Use PBX Time Server
 +
#Under Configuration Updates change from TFTP to HTTP (Optional setting for remote programming)
 +
#Click Save and Configure
 +
 
 +
=== &nbsp;<span class="mw-headline" id="Manual_Configuration_Settings_.28when_necessary.29">Manual Configuration Settings (when necessary) </span><br/> ===
 +
 
 +
Sometimes it may be necessary to program a phone for remote operation when it is at the remote site. (You weren't able to do the previous steps while at the PBX location.) Use these steps as a guide:
 +
 
 +
#Open a browser and navigate to the Phone GUI
 +
#Navigate to '''Phone Maintenance - Auto Provision'''
 +
#Change '''Protocol''' to '''HTTP'''
 +
#Change '''Software Server URL''': to&nbsp;<pre>http://<pbx public ip>/ippbx/phonecfg/</pre>
 +
#Set the Username to admin
 +
#Set the Password to 1234 ==Upload Custom Ring Tones==
 +
 
 +
You can send and store a music file on the IPitomy HD phone for playback during ringing. To do so the file MUST be formatted properly.
 +
 
 +
 
 +
 
 +
'''Troubleshooting Basic Phone issues:'''
 +
 
 +
This section is to inform the Ipitomy Technician in basics of phone troubleshooting.
 +
 
 +
Steps:
 +
 
 +
1. Determine if this is an issue with a single phone or many phones
 +
 
 +
2. Determine if you are able to reproduce the issue as reported.

Latest revision as of 14:51, 26 July 2013

This guide provdes an overivew of phone configuration and how it works as relates to IPitomy PBX System.

PBX Side

In order for phones to be properly registered to the PBX on a LAN, the system must be properly set up to support those registrations.

Required IP

For the purpose of a standard installation we are assuming a basic IPitomy PBX installation on a LAN using non-publicly routable addressing.

This means that your PBX is configured in the 172.16.0.0 - 172.31.255.255 192.168.0.0/16 or 10.0.0.0/8 address ranges.

Check These Settings

In order for a phone to be able to register we need a few things set.

  1. PBX Must be on a Static IP address - DHCP is not an option
  2. PBX IP Address should be set to Address ranges listed above.
  3. PBX Setup->SIP Localnet must be Configured properly (include the subnet that the PBX is on).
  4. Extension must be created on PBX, Location Should be LAN
  5. The IP or subnet from which the phone will be registering needs to be allowed under System->Access Control->Access Control List.  Note you can generally ensure this is correct by setting Load Recommended Defaults on the page after you have set your SIP Local Net

After you have ensured that all these settings are correct, make sure to press Apply Changes as they database changes you have made need to be applied.

Phone Side

Network Connectivity

A Phone registering from the same LAN as the PBX should ensure that the phone obtains an IP address on the LAN ( same subnet as PBX ) and that you can ping the phone from the PBX.

Provisioning

When configuring a phone through the PBX, the MAC of the device is assigned to the extension allowing the creation of a config file which is downloaded to the phone, telling it how to be programmed. There are two methods to configure a phone to the PBX:

Auto Provisioning

This method involves some PBX programming and selections at the phone itself to configure the phone.

  1. Create an extension in the PBX and set Phone Type to the model of phone you wish to provision; Save and Apply Changes
  2. Navigate in the PBX to PBX Setup=>General; ensure that Autoprovisioning is Running (click ON if it is currently Stopped)
  3. At the phone, press Menu
  4. Select System Settings
  5. Select Advanced Settings
  6. Press OK when prompted for a password as there is no password
  7. Select SIP
  8. Select Auto Prov
  9. Navigate to Extension Number and press the softkey for Modify
  10. Enter the Extension Number
  11. Press OK
  12. Press Done


Auto Discovery

This method involves scanning the network with AutoDiscovery and assigning the extensions to the phones from the PBX.

  1. Create an extension in the PBX
  2. Navigate to Destinations=>Extensions
  3. Select AutoDiscovery=>Scan Network
  4. Find the MAC of the phone you wish to configure
  5. Change the Assigned dropdown from None to the extension you want to configure to that phone
  6. Put a check mark in the box next to this phone
  7. Select the Commands tab at the top of the page
  8. Click Assign, Configure, and Restart button

Manual

This method involves programming from the phone manually and should be avoided if possible due to the time involved.  It is always best to program the phone from the PBX via one of the methods mentioned above.

  1. Create an extension in the PBX
  2. Log into the IP address of the phone
  3. Click Config Guide
  4. Click Next which takes you to the network page, no changes should be necessary on this page
  5. Click Next which takes you to the Account page
    1. Username = Extension Number
    2. Password = SIP Password
    3. SIP Server = IP address of the PBX
  6. Click Finish and the phone will be configured to the PBX in a basic manner
  7. Navigate to Advanced=>Phone Setting
    1. Set Called No Answer Time to 99, then uncheck the box
    2. Set Pickup Code to 99
    3. Set Message to 923
    4. Change Set Time Mode to SNTP
    5. Select Manual for SNTP Time Server and enter the IP address of the PBX or a time server such as time.nist.gov
    6. Set Daylight Savings, Time Format, and Time Zone accordingly
    7. Set BLF Light to Off
  8. Click Submit
  9. Manually Program keys as per the users desire.

 Manually Programming Keys

  • Park
speed dial ##700# Account 1
  • Park 701-720
BLF park orbit # Account 1

For any feature codes program the feature code as a speed dial like park button above and set Account to Account 1.


 Remote Phones

  1. Provision the phone locally as you would any other phone
  2. Configure the PBX Site router with port forwards of 5060 UDP and 10k-20k TCP/UDP. The port forwards should point at the LAN address of the PBX
  3. Navigate to PBX Setup=>SIP and enter the Public IP address of the PBX under External IP, Save
  4. Navigate to System=>Access Control=>Access Control List
  5. Configure so that the IP address for the remote phone can communicate to the PBX in one of two ways:
    1. Add the Public IP address of the remote location if its static (eg. 75.124.65.8/32)
    2. Delete the SIP service from the ACL if the remote phone will not have a static IP. If you use this method, we advise to enable Log Watch & Ban (found under PBX Setup=>General) after you have verified the remote phone works.
  6. Navigate to the PBX Settings for the Extension
  7. Click the blue Advanced link
  8. Change the Location from LAN to WAN, Save and Apply Changes
  9. Navigate to PBX Setup=>Phone Global (Optional setting for remote programming)
  10. Ensure that Phone Download Enabled and Phone Auth Enabled are set to Yes (Optional setting for remote programming)
  11. Navigate to the Phone Settings for the Extension
  12. Click SIP/Network Settings
  13. Change the SIP Location from LAN to WAN
  14. Change the Time Server Location from Use PBX as Time Server to Use PBX Time Server
  15. Under Configuration Updates change from TFTP to HTTP (Optional setting for remote programming)
  16. Click Save and Configure

 Manual Configuration Settings (when necessary)

Sometimes it may be necessary to program a phone for remote operation when it is at the remote site. (You weren't able to do the previous steps while at the PBX location.) Use these steps as a guide:

  1. Open a browser and navigate to the Phone GUI
  2. Navigate to Phone Maintenance - Auto Provision
  3. Change Protocol to HTTP
  4. Change Software Server URL: to 
    http://<pbx public ip>/ippbx/phonecfg/
  5. Set the Username to admin
  6. Set the Password to 1234 ==Upload Custom Ring Tones==

You can send and store a music file on the IPitomy HD phone for playback during ringing. To do so the file MUST be formatted properly.


Troubleshooting Basic Phone issues:

This section is to inform the Ipitomy Technician in basics of phone troubleshooting.

Steps:

1. Determine if this is an issue with a single phone or many phones

2. Determine if you are able to reproduce the issue as reported.

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