IP PBX Manual Table of Contents

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All materials in this documentation are proprietary and considered confidential to IPitomy Communications, LLC and may not be disclosed without the express written permission of Ipitomy Communications, LLC. © 2010 Ipitomy Communications, LLC – All rights reserved.
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All materials in this documentation are proprietary and considered confidential to IPitomy Communications, LLC and may not be disclosed without the express written permission of Ipitomy Communications, LLC. © 2010 Ipitomy Communications, LLCAll rights reserved.
  
  
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|-
 
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 11, 2010
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 11, 2010
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft Rev 2
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| DraftRev 2
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Incorporated new features and still updating to match current version v3.1.2458.
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Incorporated new features and still updating to match current version v3.1.2458.
  
 
|-
 
|-
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 25, 2010
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 25, 2010
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft  Final Version
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| DraftFinal Version
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft submitted for technical review.
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft submitted for technical review.
  
 
|-
 
|-
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 28, 2010
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| June 28, 2010
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft  Final Version
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| DraftFinal Version
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated document to include information for ACD table.
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated document to include information for ACD table.
  
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|-
 
|-
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| July 2, 2010
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| July 2, 2010
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Draft  Final Version
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| DraftFinal Version
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated to include new fields for CID, Cascading Messages from 3.1.2595 release notes.
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated to include new fields for CID, Cascading Messages from 3.1.2595 release notes.
  
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| July 1, 2011
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0139in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| July 1, 2011
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| 4.2.1
 
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| 4.2.1
| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated manual to reflect addition of HD phones.
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| style="border-top:0.0139in solid #000000;border-bottom:0.0139in solid #000000;border-left:0.0069in solid #000000;border-right:0.0139in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Updated manual to reflect addition of Phoenix HD phones.
  
 
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'''TABLE OF CONTENT'''
 
 
 
'''''Introduction'''''
 
'''''Introduction'''''
  
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* Branch Offices
 
* Branch Offices
 
* Automatic Call Distribution (ACD)
 
* Automatic Call Distribution (ACD)
 
<center>'''Figure 1 – IPitomy IP PBX Systems and HD Phones'''</center>
 
  
 
The IPitomy IP PBX’s administration menus are a series of Web pages accessible from a Web browser. To the left of the Menu is a navigation bar that allows users to click on and administer each section of the system. Administration of the IPitomy IP PBX is simple and intuitive. The system is designed with six primary areas of functionality:
 
The IPitomy IP PBX’s administration menus are a series of Web pages accessible from a Web browser. To the left of the Menu is a navigation bar that allows users to click on and administer each section of the system. Administration of the IPitomy IP PBX is simple and intuitive. The system is designed with six primary areas of functionality:
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<center>'''Table 1 – IP PBX Features'''</center>
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<center>'''Table 1IP PBX Features'''</center>
  
  
 
'''''Getting Started'''''
 
'''''Getting Started'''''
  
'''''Boot Up – Safe Power Down'''''
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'''''Boot UpSafe Power Down'''''
  
Each IPitomy IP PBX is equipped with a Boot Up/Safe Power Down momentary button/switch at the front of the chassis. This switch is a primary element of controlling not only the hardware but the Operating System (OS) and PBX software. If it becomes necessary to use this button/switch – especially when powering down – it is imperative that you read and understand the functionality of this switch.
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Each IPitomy IP PBX is equipped with a Boot Up/Safe Power Down momentary button/switch at the front of the chassis. This switch is a primary element of controlling not only the hardware but the Operating System (OS) and PBX software. If it becomes necessary to use this button/switchespecially when powering downit is imperative that you read and understand the functionality of this switch.
  
  
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The button/switch has three functions:
 
The button/switch has three functions:
  
'''(Use 1 & 2 only – unless directed to use the 3<sup>rd</sup> function by a technical support representative). Repeatedly turning off the power with a hard boot can damage (corrupt) the data on the hard drive. In some instances, this can void the warranty.'''
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'''(Use 1 & 2 onlyunless directed to use the 3<sup>rd</sup> function by a technical support representative). Repeatedly turning off the power with a hard boot can damage (corrupt) the data on the hard drive. In some instances, this can void the warranty.'''
  
  
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Shut down can take as long as 5 minutes. '''Please be patient.'''
 
Shut down can take as long as 5 minutes. '''Please be patient.'''
| style="background-color:#e5e5e5;border-top:none;border-bottom:none;border-left:0.0069in solid #000000;border-right:0.0069in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Press AND '''Release''' the button/switch to initiate the safe power-down sequence. The PBX will shut-down all applications running in the proper sequence – ensuring that no damage occurs to the database and applications during shut-down.
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| style="background-color:#e5e5e5;border-top:none;border-bottom:none;border-left:0.0069in solid #000000;border-right:0.0069in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Press AND '''Release''' the button/switch to initiate the safe power-down sequence. The PBX will shut-down all applications running in the proper sequenceensuring that no damage occurs to the database and applications during shut-down.
  
 
|-
 
|-
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The IPitomy IP PBX comes assembled and ready to install. The system requires some form of trunking, be it a connection to the PSTN for analog or T1 lines or a SIP trunk. It requires telephones to be connected to the local area network (LAN). Broadband access must be established for VoIP connectivity (allowing remote extensions , branch offices, remote management, and SIP trunks).
 
The IPitomy IP PBX comes assembled and ready to install. The system requires some form of trunking, be it a connection to the PSTN for analog or T1 lines or a SIP trunk. It requires telephones to be connected to the local area network (LAN). Broadband access must be established for VoIP connectivity (allowing remote extensions , branch offices, remote management, and SIP trunks).
 
 
<center>'''Figure 2 – Hardware Setup Diagram'''</center>
 
  
  
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PSTN lines can be connected to a Gateway device. The gateway device is connected to the LAN. The Gateway is then registered as a SIP provider in the system.
 
PSTN lines can be connected to a Gateway device. The gateway device is connected to the LAN. The Gateway is then registered as a SIP provider in the system.
 
 
<center>'''Figure 3 – External Gateway Connection Diagram'''</center>
 
  
  
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=== Connecting Using SIP Providers ===
 
=== Connecting Using SIP Providers ===
 
Once connected to the LAN, the LAN's broadband connection provides a pathway for SIP VoIP Providers. Use the SIP Provider pages to setup a connection.
 
Once connected to the LAN, the LAN's broadband connection provides a pathway for SIP VoIP Providers. Use the SIP Provider pages to setup a connection.
 
 
<center>'''Figure 4 – SIP Provider Connection Diagram'''</center>
 
 
 
<center>'''Figure 5 – LAN Connection Diagram'''</center>
 
  
  
 
=== Connecting Telephones ===
 
=== Connecting Telephones ===
 
The following diagrams indicate the port locations on the IP120 and IP1500.
 
The following diagrams indicate the port locations on the IP120 and IP1500.
 
 
<center>'''Figure 6 – IP120 and IP1500 Connector Ports'''</center>
 
  
  
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|}
 
|}
<center>'''Figure 7 – Sample Setup Worksheet'''</center>
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Use this page to gather and store information for the extensions and stand alone mailboxes on the PBX. This page allows you to export the extension information to another worksheet. Save this worksheet as a .csv file and you can import it directly into the PBX, saving you time.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Use this page to gather and store information for the extensions and stand alone mailboxes on the PBX. This page allows you to export the extension information to another worksheet. Save this worksheet as a .csv file and you can import it directly into the PBX, saving you time.
  
* '''Extension Numbers – '''required
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* '''Extension Numbers'''required
* '''Name – '''required
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* '''Name'''required
 
* '''Email Address - '''required if the end user desires to use Unified Messaging  
 
* '''Email Address - '''required if the end user desires to use Unified Messaging  
* '''Device –''' setting this in the worksheet will make your installation much easier when using autoprovisioning and IP550/IP120 phones
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* '''Device'''setting this in the worksheet will make your installation much easier when using autoprovisioning and IP550/IP120 phones
* '''MAC Address –''' for the most part this field can be left blank. If using Aastra phones, it may be more useful.
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* '''MAC Address'''for the most part this field can be left blank. If using Aastra phones, it may be more useful.
  
 
Voice mail only boxes may be created as well. You can print out a copy of this sheet and ask your customer to fill it in or provide them the spreadsheet to fill out.
 
Voice mail only boxes may be created as well. You can print out a copy of this sheet and ask your customer to fill it in or provide them the spreadsheet to fill out.
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|}
 
|}
<center>'''Table 2 – Setup Worksheet Descriptions'''</center>
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<center>'''Table 2Setup Worksheet Descriptions'''</center>
  
  
<center>'''Table 3 – Sample Exported .CSV Worksheet'''</center>
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<center>'''Table 3Sample Exported .CSV Worksheet'''</center>
  
  
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# Navigate in the PBX to '''Destinations Extensions. '''The '''Extensions''' page appears.
 
# Navigate in the PBX to '''Destinations Extensions. '''The '''Extensions''' page appears.
 
# Select the '''BROWSE''' button at the top of the page. The '''File Upload''' window appears. Locate and select the file that you want to import then click the '''OPEN''' button.
 
# Select the '''BROWSE''' button at the top of the page. The '''File Upload''' window appears. Locate and select the file that you want to import then click the '''OPEN''' button.
 
<center>'''Figure 8 – View of Upload Location Window'''</center>
 
 
  
 
# The '''CSV File''' field is updated with the source directory information for the file to be imported.
 
# The '''CSV File''' field is updated with the source directory information for the file to be imported.
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# Click the '''IMPORT''' button. The '''Create Extensions''' page appears displaying the information that is going to be imported.
 
# Click the '''IMPORT''' button. The '''Create Extensions''' page appears displaying the information that is going to be imported.
 
# Review the information then select the '''CREATE''' button when you are done.
 
# Review the information then select the '''CREATE''' button when you are done.
 
<center>'''Figure 9 – Create Extension Results Page'''</center>
 
 
  
 
# The '''Create Extensions''' page will display the results of your import for each extension. You should see a “'''SUCCESS'''” message.
 
# The '''Create Extensions''' page will display the results of your import for each extension. You should see a “'''SUCCESS'''” message.
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== Port Forwarding ==
 
== Port Forwarding ==
 
The following table outlines the port forwarding information in the router that maps public IP addresses to internal IP addresses. Port forwarding must be configured to utilize features such as remote phones, SIP Providers, remote administration and branch office. IPitomy port forwarding requirements are specified below.
 
The following table outlines the port forwarding information in the router that maps public IP addresses to internal IP addresses. Port forwarding must be configured to utilize features such as remote phones, SIP Providers, remote administration and branch office. IPitomy port forwarding requirements are specified below.
 
 
<center>'''Figure 10 – Port Forwarding Configuration Table'''</center>
 
  
  
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*  
 
*  
 
**  
 
**  
*** '''1''': Network Type – Static or DHCP
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*** '''1''': Network TypeStatic or DHCP
 
*** '''2''': IP address
 
*** '''2''': IP address
 
*** '''3''': Subnet Mask
 
*** '''3''': Subnet Mask
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'''Note:''''' For further details on using the '''Net Console''', please refer to '''Appendix 6.'''''
 
'''Note:''''' For further details on using the '''Net Console''', please refer to '''Appendix 6.'''''
 
 
<center>'''Figure 11 – Typical Network Configuration Diagram'''</center>
 
  
  
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== Administration Menu ==
 
== Administration Menu ==
 
IPitomy IP PBX’s online administration makes it simple to meet the demands of a frequently changing business. It is also designed to be quick to setup and install. The '''Administration Menu''' is located in the '''Navigation Bar''' to the left of the page.
 
IPitomy IP PBX’s online administration makes it simple to meet the demands of a frequently changing business. It is also designed to be quick to setup and install. The '''Administration Menu''' is located in the '''Navigation Bar''' to the left of the page.
 
 
<center>'''Figure 12 – Administration Menu Options'''</center>
 
  
  
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=== Administration Page Layout ===
 
=== Administration Page Layout ===
<center>'''Figure 13 – Standard Page Layout and Features'''</center>Each online Administration web page contains the standard layout. The following section describes the features or links you will have access to on each page.
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Each online Administration web page contains the standard layout. The following section describes the features or links you will have access to on each page.
  
  
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|}
 
|}
<center>'''Table 4 – Feature and Link Descriptions'''</center>
 
 
 
=== Navigational Tools ===
 
=== Navigational Tools ===
 
The following section describes the navigation tools (buttons) that will allow you to perform various functions such as Add, Delete, Save or Update data within the Administration system. These buttons will appear where the functions are applicable to the type of data being created or modified.
 
The following section describes the navigation tools (buttons) that will allow you to perform various functions such as Add, Delete, Save or Update data within the Administration system. These buttons will appear where the functions are applicable to the type of data being created or modified.
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|}
 
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<center>'''Table 5 – Navigational Buttons and Links'''</center>
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<center>'''Table 5Navigational Buttons and Links'''</center>
  
  
 
''An easy way to get the information that is required for a specific parameter or field is to mouse over it. A callout box with a description of the requirements or recommended settings will appear.''
 
''An easy way to get the information that is required for a specific parameter or field is to mouse over it. A callout box with a description of the requirements or recommended settings will appear.''
  
 
<center>'''Figure 14 – View of Mouse Over Field Information'''</center>
 
  
 
=== Login Page ===
 
=== Login Page ===
<center>'''Figure 15 – IP PBX ADMIN Login Page'''</center>
 
 
 
==== Logging In ====
 
==== Logging In ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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The IPitomy System Menu is for configuring network attributes. For example the IP address of the system and router information. The System Networking Setup Page allows you to define the Internet Setup for the system’s hardware. The system must operate using a static IP address; DHCP should only be used on the IPitomy IP PBX if the router is configured to assign a specific static DHCP address to the system.
 
The IPitomy System Menu is for configuring network attributes. For example the IP address of the system and router information. The System Networking Setup Page allows you to define the Internet Setup for the system’s hardware. The system must operate using a static IP address; DHCP should only be used on the IPitomy IP PBX if the router is configured to assign a specific static DHCP address to the system.
 
 
<center>'''Figure 16 – Networking Setup Page'''</center>
 
  
  
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|}
 
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<center>'''Table 6 – Network Setting Descriptions'''</center>
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<center>'''Table 6Network Setting Descriptions'''</center>
  
 
'''''TCP/IP Settings Section'''''
 
'''''TCP/IP Settings Section'''''
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'''Note:''''' The parameter for the IP PBX Host Access is pre-configured per the manufacturer’s specifications. We recommend that you '''do not change''' this configuration value.''
 
'''Note:''''' The parameter for the IP PBX Host Access is pre-configured per the manufacturer’s specifications. We recommend that you '''do not change''' this configuration value.''
 
 
<center>'''Figure 17 – PBX Host Access Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 7 – Network Features and Descriptions'''</center>
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<center>'''Table 7Network Features and Descriptions'''</center>
  
  
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<center>'''Figure 18 – Web Server Configuration Page'''</center>
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<center>'''Figure 18Web Server Configuration Page'''</center>
  
  
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|}
 
|}
<center>'''Table 8 – Web Server Features and Descriptions'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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== Access Control List ==
 
== Access Control List ==
 
The Access Control List defines what networks different PBX features are permitted to communicate with.
 
The Access Control List defines what networks different PBX features are permitted to communicate with.
 
 
<center>'''Figure 19 – Access Control List - Add New Rule Section'''</center>
 
  
  
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Call Manager - Used for Desktop Call Manager
 
Call Manager - Used for Desktop Call Manager
  
TFTP – Used by phones to pull down config and firmware files
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TFTPUsed by phones to pull down config and firmware files
  
 
|-
 
|-
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Displays the ports that were defined for a particular service.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Displays the ports that were defined for a particular service.
  
SIP – 5060
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SIP5060
  
Call Manager – 5048
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Call Manager5048
  
 
TFTP - 69
 
TFTP - 69
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Displays the rules that were configured for a particular service.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Displays the rules that were configured for a particular service.
  
Deny List – Accepts all traffic, unless specifically definedAllow List – Denies all traffic, unless specifically defined
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Deny ListAccepts all traffic, unless specifically definedAllow ListDenies all traffic, unless specifically defined
  
 
|}
 
|}
<center>'''Table 9 – Access Control List Definitions'''</center>
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<center>'''Table 9Access Control List Definitions'''</center>
  
  
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=== Add New Service ===
 
=== Add New Service ===
<center>'''Figure 20 – Access Control List Page - Add New Service Section'''</center>
 
 
 
 
The following table outlines the parameters and descriptions required for adding a new service.
 
The following table outlines the parameters and descriptions required for adding a new service.
  
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|}
 
|}
<center>'''Table 10 – Add New Service Settings and Descriptions'''</center>
 
 
 
 
The following outlines the steps to add a new service in the PBX system.
 
The following outlines the steps to add a new service in the PBX system.
  
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|}
 
|}
<center>'''Table 11 – Add New Rule Settings and Descriptions'''</center>
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<center>'''Table 11Add New Rule Settings and Descriptions'''</center>
  
  
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'''''STEPS:'''''
 
'''''STEPS:'''''
  
# From the '''Service''' section of the '''PBX Access – Access Control List''' page, find the service or rule that you want to delete.
+
# From the '''Service''' section of the '''PBX AccessAccess Control List''' page, find the service or rule that you want to delete.
 
# Click on icon to the left of either the service or rule. The selected item is removed from the list.
 
# Click on icon to the left of either the service or rule. The selected item is removed from the list.
 
# Click the '''Apply Changes''' link located on the right hand corner of the page, to commit the changes to the database.
 
# Click the '''Apply Changes''' link located on the right hand corner of the page, to commit the changes to the database.
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Provisioning a hardware trunk defines how the system works with the provider equipment, tells the system what phone numbers are associated with the trunk, and establishes rules for the system to follow when processing incoming and outgoing calls through this physical network connection.
 
Provisioning a hardware trunk defines how the system works with the provider equipment, tells the system what phone numbers are associated with the trunk, and establishes rules for the system to follow when processing incoming and outgoing calls through this physical network connection.
  
 
<center>'''Figure 21 – Hardware Providers Trunk Setup Page'''</center>
 
  
 
The following table describes the fields and functions available on the Hardware Trunks Provider Configuration page.
 
The following table describes the fields and functions available on the Hardware Trunks Provider Configuration page.
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|}
 
|}
<center>'''Table 12 – Hardware Trunk Provider Settings and Descriptions'''</center>
+
<center>'''Table 12Hardware Trunk Provider Settings and Descriptions'''</center>
  
  
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# The system will allow configuring of up to 2 cards that interface with analog or T-1 devices. Select the card models installed in your IP PBX individually and click '''Set '''button for each card in order to tell the system which cards you have.
 
# The system will allow configuring of up to 2 cards that interface with analog or T-1 devices. Select the card models installed in your IP PBX individually and click '''Set '''button for each card in order to tell the system which cards you have.
 
# Once you have set the card, click the '''Add''' '''Lines''' button to the right of the corresponding card to define line/channel/trunk groups associated with that card. The '''Edit Hardware Provider''' page appears.
 
# Once you have set the card, click the '''Add''' '''Lines''' button to the right of the corresponding card to define line/channel/trunk groups associated with that card. The '''Edit Hardware Provider''' page appears.
 
<center>'''Figure 22 – Add/Edit Hardware Provider Configuration Page'''</center>
 
 
  
 
# Edit the necessary parameters. Required fields are: Group Name, Signalling Type, Start Channel, and End Channel. The rest of the fields can be configured as needed, or left at their defaults. (refer to the table below for descriptions and recommended settings)
 
# Edit the necessary parameters. Required fields are: Group Name, Signalling Type, Start Channel, and End Channel. The rest of the fields can be configured as needed, or left at their defaults. (refer to the table below for descriptions and recommended settings)
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|}
 
|}
<center>'''Table 13 – Hardware Provider Configuration Settings and Descriptions'''</center>
+
<center>'''Table 13Hardware Provider Configuration Settings and Descriptions'''</center>
  
 
==== Add Phone Numbers to Hardware Provider ====
 
==== Add Phone Numbers to Hardware Provider ====
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|}
 
|}
<center>'''Figure 23 – SIP Providers Configuration Main Page'''</center>
 
 
 
<center>'''Figure 24 – Add/Edit SIP Provider Configuration Page 1'''</center>
 
 
 
<center>'''Figure 25 – Add/Edit SIP Provider Configuration Page 2'''</center>
 
 
 
 
The following table describes the fields and functions available on the SIP Provider Configuration page:
 
The following table describes the fields and functions available on the SIP Provider Configuration page:
  
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* '''INVITE''' = Do not require the initial invite to authenticate.
 
* '''INVITE''' = Do not require the initial invite to authenticate.
 
* '''PORT+INVITE''' = Do not require initial invite to authenticate and ignore the port where the request came from.
 
* '''PORT+INVITE''' = Do not require initial invite to authenticate and ignore the port where the request came from.
* '''YES''' – To match a peer based by IP Address only and not the port.
+
* '''YES'''To match a peer based by IP Address only and not the port.
* '''VERY''' – To allow registered hosts to call without re-authenticating.
+
* '''VERY'''To allow registered hosts to call without re-authenticating.
  
  
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|}
 
|}
<center>'''Table 14 – SIP Provider Configuration Settings and Descriptions'''</center>
 
 
 
 
=== Add New SIP Provider ===
 
=== Add New SIP Provider ===
 
The following section outlines the steps to add a new SIP Provider in the PBX system.
 
The following section outlines the steps to add a new SIP Provider in the PBX system.
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'''''(Please refer to the “Installation Worksheet” section of this user guide for details on how to use the Setup Worksheet).'''''
 
'''''(Please refer to the “Installation Worksheet” section of this user guide for details on how to use the Setup Worksheet).'''''
 
 
<center>'''Figure 26 – IP PBX Data Components'''</center>
 
  
  
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''Use the Setup Worksheet to upload the CSV file and automatically create the Extension information. Please refer to the Setup Worksheet section of this guide for details.''
 
''Use the Setup Worksheet to upload the CSV file and automatically create the Extension information. Please refer to the Setup Worksheet section of this guide for details.''
  
 
<center>'''Figure 27 – Extensions Add/Import Page'''</center>
 
 
 
<center>'''Figure 28 – Create Extensions Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 15 – Create Extension Fields and Descriptions'''</center>
+
<center>'''Table 15Create Extension Fields and Descriptions'''</center>
  
 
==== Add/Create Extensions ====
 
==== Add/Create Extensions ====
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This tab allows the user to search the extensions for keywords in the fields: Class of Service, Departments, Name, Numbers, CID Names, CID Numbers, Email, or Status .This section describes in detail how to search for existing extensions.
 
This tab allows the user to search the extensions for keywords in the fields: Class of Service, Departments, Name, Numbers, CID Names, CID Numbers, Email, or Status .This section describes in detail how to search for existing extensions.
  
 
<center>'''Figure 29 – Search Extension Page'''</center>
 
  
 
The following table describes the types of search parameters the system will perform.
 
The following table describes the types of search parameters the system will perform.
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|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Match Search Filter'''
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Match Search Filter'''
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Exact''' – indicates that you want the search to match exactly as the search criteria that is entered.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Exact'''indicates that you want the search to match exactly as the search criteria that is entered.
  
'''Partial''' – indicates that you want to partially match the search criteria entered.
+
'''Partial'''indicates that you want to partially match the search criteria entered.
  
 
|}
 
|}
<center>'''Table 16 – Search Extension Parameters and Description'''</center>
 
 
 
==== Search Extension ====
 
==== Search Extension ====
 
This section describes how to search for extensions.
 
This section describes how to search for extensions.
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This tab allows the user to sort the display of extensions by Phone Model. Once sorted, phone key settings can be mass edited for phones of the same model. This section describes in detail how to view existing extensions.
 
This tab allows the user to sort the display of extensions by Phone Model. Once sorted, phone key settings can be mass edited for phones of the same model. This section describes in detail how to view existing extensions.
  
 
<center>'''Figure 30 – Extensions View Page'''</center>
 
  
 
==== Edit or View Extension ====
 
==== Edit or View Extension ====
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# Click the '''Apply Changes''' link located at the right hand corner of the top of the page, to commit the changes to the database.
 
# Click the '''Apply Changes''' link located at the right hand corner of the top of the page, to commit the changes to the database.
  
''You can edit multiple extensions by selecting (placing a checkmark in the box next to extension name). Only the fields being changed (that is common for all extensions selected) will be modified – i.e. Status or call group, etc.). ''
+
''You can edit multiple extensions by selecting (placing a checkmark in the box next to extension name). Only the fields being changed (that is common for all extensions selected) will be modifiedi.e. Status or call group, etc.). ''
  
 
''Another shortcut that the system provides you is the '''Previous''' and '''Next''' button located on the top left corner of the '''Edit Extension''' page. Use these buttons to navigate backward or forward to find the extensions you want to view or modify.''
 
''Another shortcut that the system provides you is the '''Previous''' and '''Next''' button located on the top left corner of the '''Edit Extension''' page. Use these buttons to navigate backward or forward to find the extensions you want to view or modify.''
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This section of the Administration Guide describes how to mass edit the key settings for extensions using the same phone model.
 
This section of the Administration Guide describes how to mass edit the key settings for extensions using the same phone model.
  
 
<center>'''Figure 31 - Extensions View Tab (Mass Edit Feature)'''</center>
 
  
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Extensions - General Settings Section ===
 
=== Extensions - General Settings Section ===
 
Once the extensions have been added to the database, you can edit the settings for each of the extensions.  
 
Once the extensions have been added to the database, you can edit the settings for each of the extensions.  
 
 
<center>'''Figure 32 – Extensions General Settings Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 17 – General Extension Settings and Descriptions'''</center>
+
<center>'''Table 17General Extension Settings and Descriptions'''</center>
  
  
 
=== Extensions - Forward Settings Section ===
 
=== Extensions - Forward Settings Section ===
 
The extensions forwarding settings are made to be very user friendly. The settings may be modified from the Smart Personal Console, changed from your telephone extension, or changed remotely from any telephone (including cell phones), using the touch-tone key pad.
 
The extensions forwarding settings are made to be very user friendly. The settings may be modified from the Smart Personal Console, changed from your telephone extension, or changed remotely from any telephone (including cell phones), using the touch-tone key pad.
 
 
<center>'''Figure 33 – Extensions Forward Settings Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 18 – Extension Forward Settings and Descriptions'''</center>
+
<center>'''Table 18Extension Forward Settings and Descriptions'''</center>
  
  
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'''''STEPS:'''''
 
'''''STEPS:'''''
  
# Pick the setting to be modified – Unconditional, Busy, No Answer or Unavailable.
+
# Pick the setting to be modifiedUnconditional, Busy, No Answer or Unavailable.
 
# Select '''Enabled''' or '''Disabled'''. Disabled turns the forward setting off. Enabled turns the forward setting on.
 
# Select '''Enabled''' or '''Disabled'''. Disabled turns the forward setting off. Enabled turns the forward setting on.
 
# Select either Phone Number or Destination. Phone Number allows you to enter the digits you want dialed, like a PSTN number. Destination will bring up the standard dropdown list of destinations in the system; Extensions, Groups, etc.
 
# Select either Phone Number or Destination. Phone Number allows you to enter the digits you want dialed, like a PSTN number. Destination will bring up the standard dropdown list of destinations in the system; Extensions, Groups, etc.
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==== Extensions - Network Settings Section ====
 
==== Extensions - Network Settings Section ====
 
Network settings automatically register in the extension through the system. These settings represent registration and identification information. The system (extension) defaults should not be changed without advanced knowledge of the behaviors of the particular settings.
 
Network settings automatically register in the extension through the system. These settings represent registration and identification information. The system (extension) defaults should not be changed without advanced knowledge of the behaviors of the particular settings.
 
 
<center>'''Figure 34 – Extensions Advanced Network Settings Page'''</center>
 
  
  
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* '''INVITE''' = Do not require the initial invite to authenticate.
 
* '''INVITE''' = Do not require the initial invite to authenticate.
 
* '''PORT.INVITE''' = Do not require initial invite to authenticate and ignore the port where the request came from.
 
* '''PORT.INVITE''' = Do not require initial invite to authenticate and ignore the port where the request came from.
* '''YES''' – To match a peer based by IP Address only and not the port.
+
* '''YES'''To match a peer based by IP Address only and not the port.
* '''VERY''' – To allow registered hosts to call without re-authenticating. This is the default setting.
+
* '''VERY'''To allow registered hosts to call without re-authenticating. This is the default setting.
  
  
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|}
 
|}
<center>'''Table 19 – Extensions Advanced Networking Settings and Descriptions'''</center>
+
<center>'''Table 19Extensions Advanced Networking Settings and Descriptions'''</center>
  
  
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==== Extensions - Voicemail Settings Section ====
 
==== Extensions - Voicemail Settings Section ====
 
These settings manage voicemail messaging and routing. Mailboxes created when the extension is built can either be edited on the Advanded section of the extension or on the Voicemail section under Destinations.
 
These settings manage voicemail messaging and routing. Mailboxes created when the extension is built can either be edited on the Advanded section of the extension or on the Voicemail section under Destinations.
 
 
<center>'''Figure 35 – Extensions Voicemail Settings Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 20 – Voice Mail Settings and Descriptions'''</center>
+
<center>'''Table 20Voice Mail Settings and Descriptions'''</center>
  
  
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==== Extensions - Allow CODECs Section ====
 
==== Extensions - Allow CODECs Section ====
 
These transmission speeds are configured by the service provider and designed to automatically register in the extension through the system.
 
These transmission speeds are configured by the service provider and designed to automatically register in the extension through the system.
 
 
<center>'''Figure 36 – Extensions CODECS Settings Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 21 – Extensions CODECS Settings and Recommendations'''</center>
 
 
 
 
===== Edit CODEC Settings =====
 
===== Edit CODEC Settings =====
 
The following outlines the steps to set CODECs parameters.
 
The following outlines the steps to set CODECs parameters.
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Calling permissions define the types of calls that can be sent and received from an extension and the call actions this extension can take. For example, you may want to limit who has the ability to monitor another extension.
 
Calling permissions define the types of calls that can be sent and received from an extension and the call actions this extension can take. For example, you may want to limit who has the ability to monitor another extension.
  
 
<center>'''Figure 37 – Extensions Calling Permissions Section'''</center>
 
  
 
The following table describes the settings for an extension’s calling permissions.
 
The following table describes the settings for an extension’s calling permissions.
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|}
 
|}
<center>'''Table 22 – Calling Permission Settings and Descriptions'''</center>
 
 
 
===== Add/Edit Calling Permissions =====
 
===== Add/Edit Calling Permissions =====
 
The following outlines the steps to set calling permissions for extensions.'''''STEPS:'''''
 
The following outlines the steps to set calling permissions for extensions.'''''STEPS:'''''
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==== Extensions - Follow-Me Section ====
 
==== Extensions - Follow-Me Section ====
 
The Follow Me feature allows the PBX to try and find a user by calling pre-configured numbers, simultaneously or in sequence of priority. Once answered, the called party is given the option to accept or reject the call. If the call is rejected, or not answered at all, the call will return to the PBX allowing the caller to leave a Voice Mail message.
 
The Follow Me feature allows the PBX to try and find a user by calling pre-configured numbers, simultaneously or in sequence of priority. Once answered, the called party is given the option to accept or reject the call. If the call is rejected, or not answered at all, the call will return to the PBX allowing the caller to leave a Voice Mail message.
 
 
<center>'''Figure 38 – Extensions Advanced Settings Follow Me Setup Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 23 – Extensions Follow Me Settings and Descriptions'''</center>
 
 
 
===== Add/Edit Follow Me Settings =====
 
===== Add/Edit Follow Me Settings =====
 
The following outlines the steps to set calling permissions for extensions.
 
The following outlines the steps to set calling permissions for extensions.
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# The '''Extension Detail''' page appears. Select the link to open the '''Advanced Settings''' page.
 
# The '''Extension Detail''' page appears. Select the link to open the '''Advanced Settings''' page.
 
# Click on the '''Numbers and Settings''' button under the '''Follow-Me''' section of the '''Advanced''' page.
 
# Click on the '''Numbers and Settings''' button under the '''Follow-Me''' section of the '''Advanced''' page.
# The '''Administrator View – Follow-Me Settings/Extensions''' window appears.
+
# The '''Administrator ViewFollow-Me Settings/Extensions''' window appears.
 
# Make the necessary changes in the '''Follow-Me''' parameters. Click on the '''SAVE''' button to save the changes to the Follow-Me settings. A message confirming the changes will appear.
 
# Make the necessary changes in the '''Follow-Me''' parameters. Click on the '''SAVE''' button to save the changes to the Follow-Me settings. A message confirming the changes will appear.
 
# Click the '''EXIT''' button to close the window.
 
# Click the '''EXIT''' button to close the window.
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This network discovery tool will automatically detect new devices that have been added to the network. This feature helps identify phones and other devices connected to the network and allow you to configure networked phones. The IP PBX system provides you with the option to either scan the network, or if a scan has been done recently, you could select No Scan to save time.
 
This network discovery tool will automatically detect new devices that have been added to the network. This feature helps identify phones and other devices connected to the network and allow you to configure networked phones. The IP PBX system provides you with the option to either scan the network, or if a scan has been done recently, you could select No Scan to save time.
  
 
<center>'''Figure 39 – Extensions Auto-Discovery Tab'''</center>
 
  
 
==== Start Auto-Discovery Scan ====
 
==== Start Auto-Discovery Scan ====
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* Network
 
* Network
 
* PBX Database
 
* PBX Database
 
<center>'''Figure 40 – Auto-Discovery Device Color Legend'''</center>
 
 
  
 
The following table describes the status of devices that will appear once an Auto-Discovery scan is completed.
 
The following table describes the status of devices that will appear once an Auto-Discovery scan is completed.
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|}
 
|}
<center>'''Table 24 – Auto-Discovery Scan Details'''</center>
 
 
 
==== Device Information ====
 
==== Device Information ====
 
To view detail information for a specific device, hover your cursor over the information icon to obtain details about the network device or phone. This can be an important source of information about which phones are available for live configuration.
 
To view detail information for a specific device, hover your cursor over the information icon to obtain details about the network device or phone. This can be an important source of information about which phones are available for live configuration.
 
 
<center>'''Figure 41 – Auto- Discovery Device Values'''</center>
 
  
  
 
==== Edit Selected Tab ====
 
==== Edit Selected Tab ====
 
The IP PBX system offers many ways to configure devices. This section describes an optional method using the Auto-Discovery feature.
 
The IP PBX system offers many ways to configure devices. This section describes an optional method using the Auto-Discovery feature.
 
 
<center>'''Figure 42 – Auto-Discovery Edit Selected Functions'''</center>
 
  
  
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|}
 
|}
<center>'''Table 25 – Auto-Discovery Edit Selected Tab Functions and Descriptions'''</center>
 
 
 
 
===== Create, Assign and Configure Phone =====
 
===== Create, Assign and Configure Phone =====
 
The following outlines steps to create, assign and configure a device.
 
The following outlines steps to create, assign and configure a device.
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==== View Settings Tab ====
 
==== View Settings Tab ====
 
Filtering does not change how the network scanning is performed. It only limits the list of items displayed. This means that if you only want to change filters it is not necessary to re-scan the network. All of the network information from the last network scan is retained and used by filters.
 
Filtering does not change how the network scanning is performed. It only limits the list of items displayed. This means that if you only want to change filters it is not necessary to re-scan the network. All of the network information from the last network scan is retained and used by filters.
 
 
<center>'''Figure 43 – Auto-Discovery View Settings Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 26 – Auto-Discovery Functions and Descriptions'''</center>
 
 
 
===== Advanced Filter Settings =====
 
===== Advanced Filter Settings =====
<center>'''Figure 44 – Auto-Discovery Advanced Filter Settings'''</center>
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 27 – Advanced Filter Settings and Descriptions'''</center>
 
 
 
===== Advanced Scan Settings =====
 
===== Advanced Scan Settings =====
 
Changes to Scan Settings are kept when you click the GUI ‘Refresh’ button. Clicking on your browser’s refresh button will discard changes. For the most part these settings can remain unchanged and all will function as needed.
 
Changes to Scan Settings are kept when you click the GUI ‘Refresh’ button. Clicking on your browser’s refresh button will discard changes. For the most part these settings can remain unchanged and all will function as needed.
 
 
<center>'''Figure 45 – Auto-Discovery Advanced Scan Settings Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 28 – Auto-Discovery Advanced Scan Settings and Descriptions'''</center>
 
 
 
 
==== Commands Tab ====
 
==== Commands Tab ====
 
The IP PBX system offers many ways to configure devices. This section describes an optional method using the use Auto-Discovery feature.
 
The IP PBX system offers many ways to configure devices. This section describes an optional method using the use Auto-Discovery feature.
 
 
<center>'''Figure 46 – Auto-Discovery Command Functions Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 29 – Auto-Discovery Command Settings and Descriptions'''</center>
 
 
 
 
===== Factory Default Phone =====
 
===== Factory Default Phone =====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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''More specific tuning will require knowledge of your network and diagnostic tools like Ping.Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “'''Online'''” status.''
 
''More specific tuning will require knowledge of your network and diagnostic tools like Ping.Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “'''Online'''” status.''
 
  
 
===== Auto Provisioning Phone Settings from Actual Device =====
 
===== Auto Provisioning Phone Settings from Actual Device =====
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==== View Phone Settings ====
 
==== View Phone Settings ====
<center>'''Figure 47 – Extension Listing'''</center>
 
 
 
 
==== Edit Phone Settings ====
 
==== Edit Phone Settings ====
 
===== Key Settings =====
 
===== Key Settings =====
<center>'''Figure 48 – Edit Phone Key Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 30 – Edit Key Settings and Descriptions'''</center>
+
<center>'''Table 30Edit Key Settings and Descriptions'''</center>
  
  
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===== Audio Settings =====
 
===== Audio Settings =====
<center>'''Figure 49 – Edit Phone Audio Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 31 - Edit Phone Audio Settings and Descriptions'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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===== SIP/Network Settings =====
 
===== SIP/Network Settings =====
<center>'''Figure 50 - Edit Phone SIP/Network Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
  
'''LAN '''– Tells the phone to communicate to the '''local '''IP of the PBX
+
'''LAN'''Tells the phone to communicate to the '''local '''IP of the PBX
  
'''WAN '''– Tell the phone to communicate to the '''public '''IP of the PBX, as entered under PBX SetupSIP
+
'''WAN'''Tell the phone to communicate to the '''public '''IP of the PBX, as entered under PBX SetupSIP
  
'''Custom '''– Tells the phone to communicate to the PBX via an IP you enter manually
+
'''Custom'''Tells the phone to communicate to the PBX via an IP you enter manually
  
 
|-
 
|-
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|}
 
|}
<center>'''Table 32 – Edit Phone SIP/Network Settings and Descriptions'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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===== Dispaly Settings =====
 
===== Dispaly Settings =====
<center>'''Figure 51 - Edit Phone Display Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 33 – Edit Phone Display Settings and Descriptions'''</center>
+
<center>'''Table 33Edit Phone Display Settings and Descriptions'''</center>
  
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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===== Expansion Module Settings =====
 
===== Expansion Module Settings =====
<center>'''Figure 52 – Edit Phone Expansion Module Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 34 – Edit Phone Expansion Module Settings and Descriptions'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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For example, a business might create a few user Groups in an IP telephony network, e.g. Sales, Marketing, Administration, Accounting, Engineering, etc. Groups may also be created for people in similar locations like a plant floor, the north section of a building or the front office. The goal of a group is to ring telephones based on the incoming routing logic (e.g. DIDs, Auto Attendant selected by the incoming caller, or time of day). Note that calls routing to an extension from a ring group will ignore that phones PBX forwarding settings. Some phones have forwarding settings which are independent of the PBX (not set through the PBX Web GUI). These settings will still be applied.
 
For example, a business might create a few user Groups in an IP telephony network, e.g. Sales, Marketing, Administration, Accounting, Engineering, etc. Groups may also be created for people in similar locations like a plant floor, the north section of a building or the front office. The goal of a group is to ring telephones based on the incoming routing logic (e.g. DIDs, Auto Attendant selected by the incoming caller, or time of day). Note that calls routing to an extension from a ring group will ignore that phones PBX forwarding settings. Some phones have forwarding settings which are independent of the PBX (not set through the PBX Web GUI). These settings will still be applied.
 
 
<center>'''Figure 53 – Ring Groups Page'''</center>
 
  
  
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Ring groups define a set of extensions (people) that answer calls. Ring groups can be created for departments (e.g. Sales, Engineering) or buisiness regions (e.g. north, south, etc), or areas of a business (e.g. a warehouse or plant floor). These ring groups can appear on an Automated Attendant (menu). When the group is selected from a Menu, the call is routed to the group. These calls will be distributed to the member extensions based upon the ring strategy for the group. The ring strategy for the group can be set from the drop-down list. Available call distribution options are:
 
Ring groups define a set of extensions (people) that answer calls. Ring groups can be created for departments (e.g. Sales, Engineering) or buisiness regions (e.g. north, south, etc), or areas of a business (e.g. a warehouse or plant floor). These ring groups can appear on an Automated Attendant (menu). When the group is selected from a Menu, the call is routed to the group. These calls will be distributed to the member extensions based upon the ring strategy for the group. The ring strategy for the group can be set from the drop-down list. Available call distribution options are:
  
* Ring All – Ring all extensions in the group simultaneously
+
* Ring AllRing all extensions in the group simultaneously
* Round Robin – Take turns ringing each extension, starts at the first extension for each new call
+
* Round RobinTake turns ringing each extension, starts at the first extension for each new call
* Round Robin (with memory) – Take turns ringing each extension, starts where the last call left off
+
* Round Robin (with memory)Take turns ringing each extension, starts where the last call left off
* Least Recent – Ring extensions in order of which was least recently called by the queue
+
* Least RecentRing extensions in order of which was least recently called by the queue
* Fewest Calls – Ring extension in order of which has the fewest completed calls from the queue
+
* Fewest CallsRing extension in order of which has the fewest completed calls from the queue
* Random – Randomly ring one extension at a time
+
* RandomRandomly ring one extension at a time
  
==== Example Ring Group 1 – Departmental Grouping ====
+
==== Example Ring Group 1Departmental Grouping ====
 
Ring group definitions can be found in the '''Add a New Ring Group''' section of this guide. If a business has the following departments and people: This business can setup the following ring groups supporting business operations.
 
Ring group definitions can be found in the '''Add a New Ring Group''' section of this guide. If a business has the following departments and people: This business can setup the following ring groups supporting business operations.
  
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| style="background-color:#4f81bd;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''GROUP 1 - Sales'''
 
| style="background-color:#4f81bd;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''GROUP 1 - Sales'''
 
| style="background-color:#4f81bd;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Ext.'''
 
| style="background-color:#4f81bd;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Ext.'''
| style="background-color:#c0504d;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''GROUP 2 – Customer Services'''
+
| style="background-color:#c0504d;border-top:0.0069in solid #000000;border-bottom:0.0069in solid #000000;border-left:0.0069in solid #000000;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''GROUP 2Customer Services'''
 
| style="background-color:#c0504d;border:0.0069in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Ext.'''
 
| style="background-color:#c0504d;border:0.0069in solid #000000;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Ext.'''
  
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==== Example Ring Group 2 – Regional Sales Grouping ====
+
==== Example Ring Group 2Regional Sales Grouping ====
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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==== Add/Edit New Ring Group ====
 
==== Add/Edit New Ring Group ====
<center>'''Figure 54 – Edit Ring Group Page'''</center>
 
 
 
 
The following table describes the parameters (fields) on the Edit Ring Group page and their descriptions and recommended settings.
 
The following table describes the parameters (fields) on the Edit Ring Group page and their descriptions and recommended settings.
  
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines how calls are distributed to member extensions. Options are:
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines how calls are distributed to member extensions. Options are:
  
'''Ring All''' – Ring all extensions in the group simultaneously
+
'''Ring All'''Ring all extensions in the group simultaneously
  
'''Round Robin''' – Ring extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. If an extension is busy the call will automatically be routed to the next extension in the group.
+
'''Round Robin'''Ring extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. If an extension is busy the call will automatically be routed to the next extension in the group.
  
'''Round Robin (with memory)''' – Ring extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. Remembers where the last call was taken and distributes new calls to the next extension in the rotation.
+
'''Round Robin (with memory)'''Ring extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. Remembers where the last call was taken and distributes new calls to the next extension in the rotation.
  
'''Least Recent''' – Ring extensions in order of which was least recently called by the queue.
+
'''Least Recent'''Ring extensions in order of which was least recently called by the queue.
  
'''Fewest Calls''' – Ring extension in order of which has the fewest completed calls from the queue
+
'''Fewest Calls'''Ring extension in order of which has the fewest completed calls from the queue
  
'''Random''' – Distributes calls randomly to the group.
+
'''Random'''Distributes calls randomly to the group.
  
 
|-
 
|-
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|}
 
|}
<center>'''Table 35 – Edit Ring Group Settings and Descriptions'''</center>
 
 
 
The following outlines the steps to add/edit ring group settings.
 
The following outlines the steps to add/edit ring group settings.
  
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==== Ring Group Advanced Settings ====
 
==== Ring Group Advanced Settings ====
<center>'''Figure 55 – Advanced Ring Group and Custom Caller ID Settings Section'''</center>
 
 
 
 
The following table describes the parameters (fields) on the '''Advanced''' '''Settings''' for Ring Groups page and their descriptions and recommended settings.
 
The following table describes the parameters (fields) on the '''Advanced''' '''Settings''' for Ring Groups page and their descriptions and recommended settings.
  
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| colspan="2"  style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines what a caller will hear while they are waiting for someone to pick up a call from the call group. Callers can either hear:
 
| colspan="2"  style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines what a caller will hear while they are waiting for someone to pick up a call from the call group. Callers can either hear:
  
'''Ringing''' – The phone continues to ring while the caller is waiting.
+
'''Ringing'''The phone continues to ring while the caller is waiting.
  
'''Music on Hold''' – The caller hears music while waiting for a group member to pick up the call. The dropdown list displays the MOH playlists that are on the PBX. Select a playlist and it will play the sound files found in the playlist.
+
'''Music on Hold'''The caller hears music while waiting for a group member to pick up the call. The dropdown list displays the MOH playlists that are on the PBX. Select a playlist and it will play the sound files found in the playlist.
  
 
|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Queue Dial String =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Queue Dial String =====
  
| colspan="2"  style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''OBSOLETE''' – and will be removed in a future release.
+
| colspan="2"  style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''OBSOLETE'''and will be removed in a future release.
  
 
|-
 
|-
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|}
 
|}
<center>'''Table 36 – Advanced Ring Group and Custom Caller ID Settings and Descriptions'''</center>
+
<center>'''Table 36Advanced Ring Group and Custom Caller ID Settings and Descriptions'''</center>
  
  
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==== Edit Members/Agents ====
 
==== Edit Members/Agents ====
<center>'''Figure 56 – Edit Members/Agents Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 37 – Edit Members/Agents Settings and Descriptions'''</center>
+
<center>'''Table 37Edit Members/Agents Settings and Descriptions'''</center>
  
  
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<center>'''Table 38 – Automatic Call Distribution (Agents) Page'''</center>
+
<center>'''Table 38Automatic Call Distribution (Agents) Page'''</center>
  
  
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|}
 
|}
<center>'''Table 39 – Edit Ring Group ACD Agents Settings and Descriptions'''</center>
+
<center>'''Table 39Edit Ring Group ACD Agents Settings and Descriptions'''</center>
  
  
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==== Add Automatic Call Distribution (ACD) Agents ====
 
==== Add Automatic Call Distribution (ACD) Agents ====
<center>'''Figure 57 – ACD Edit Agents Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 40 – Add/Edit Agent Features and Descriptions'''</center>
+
<center>'''Table 40Add/Edit Agent Features and Descriptions'''</center>
  
  
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'''NOTE: ''IPitomy recommends using multicast paging for groups of 10 or more phones that are paged frequently.'''''
 
'''NOTE: ''IPitomy recommends using multicast paging for groups of 10 or more phones that are paged frequently.'''''
 
 
<center>'''Figure 58 – Multicast Paging Groups Page'''</center>
 
 
 
<center>'''Figure 59 – Edit Page Group Window'''</center>
 
  
  
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|}
 
|}
<center>'''Table 41 – Multicast Paging Settings and Descriptions'''</center>
 
 
 
 
The following section outlines the steps to add a new Multicast Paging Group.
 
The following section outlines the steps to add a new Multicast Paging Group.
  
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=== Live Queue Data ===
 
=== Live Queue Data ===
 
The Live Queue Data page displays current call statistics for ACD queues. The page will refresh every 10 seconds, allowing a manager to monitor the activity in the queue as it happens.
 
The Live Queue Data page displays current call statistics for ACD queues. The page will refresh every 10 seconds, allowing a manager to monitor the activity in the queue as it happens.
 
 
<center>'''Figure 60 – Ring Group Live Queue Data'''</center>
 
  
  
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|}
 
|}
<center>'''Table 42 – Live Queue Fields and Descriptions'''</center>
+
=== Live Queue DataWallboard ===
 
+
=== Live Queue Data – Wallboard ===
+
 
Software version 3.4.1 and above allows the use of call center wall boards with Live Call Queue. This function is facilitated using a special user name and password via Smart Personal Console.
 
Software version 3.4.1 and above allows the use of call center wall boards with Live Call Queue. This function is facilitated using a special user name and password via Smart Personal Console.
  
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# Make a note of this password.
 
# Make a note of this password.
 
# On the PC that will be used for the wallboard display, open a web browser and navigate to the IPitomy PBX login screen
 
# On the PC that will be used for the wallboard display, open a web browser and navigate to the IPitomy PBX login screen
# Using the right side – Smart Personal Console (User Login) input the word “reports” as the user name and the password saved in step 3.
+
# Using the right sideSmart Personal Console (User Login) input the word “reports” as the user name and the password saved in step 3.
 
# Click on .
 
# Click on .
 
# The CDR-Report page is opened. On this page is a button to select Live Queue.
 
# The CDR-Report page is opened. On this page is a button to select Live Queue.
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Menus direct callers to destinations within a business. A menu can route a caller to a destination once a number on a key-pad has been pressed. The menu prompt tells a caller what number to press to get to a desired destination. Menus can also be used to provide information to callers like driving directions, etc.
 
Menus direct callers to destinations within a business. A menu can route a caller to a destination once a number on a key-pad has been pressed. The menu prompt tells a caller what number to press to get to a desired destination. Menus can also be used to provide information to callers like driving directions, etc.
  
 
<center>'''Figure 61 – Menus Page'''</center>
 
  
 
=== Edit Menu ===
 
=== Edit Menu ===
<center>'''Figure 62 – Edit Menus Page (with Control Menu Prompts open)'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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| colspan="2"  style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Menu Number (dial to go to menu) =====
 
| colspan="2"  style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Menu Number (dial to go to menu) =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This is the number of the menu. This number is used to access the menu from extensions – if necessary. The number must be a unique 3 or 4 digit number.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This is the number of the menu. This number is used to access the menu from extensionsif necessary. The number must be a unique 3 or 4 digit number.
  
 
|-
 
|-
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|}
 
|}
<center>'''Table 43 – Add/Edit Settings and Descriptions'''</center>
 
 
 
 
==== Add Menu Settings ====
 
==== Add Menu Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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==== Advanced Menu Settings ====
 
==== Advanced Menu Settings ====
<center>'''Figure 63 – Advanced Menu Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 44 – Advanced Settings and Description'''</center>
 
 
 
<center>'''Figure 64 – Remote Menu Announcement DTMF Admin Flow'''</center>
 
 
 
 
== Conferences ==
 
== Conferences ==
 
The Conference Bridge allows groups of callers (large and small) to participate in the same call. An internal extension can dial the number direct to a conference; and outside callers can be routed to a conference by: being transferred from an existing call, being routed direct via a DID, or selecting an option from a menu. Each conference can be configured to require a PIN for entrance, or not.
 
The Conference Bridge allows groups of callers (large and small) to participate in the same call. An internal extension can dial the number direct to a conference; and outside callers can be routed to a conference by: being transferred from an existing call, being routed direct via a DID, or selecting an option from a menu. Each conference can be configured to require a PIN for entrance, or not.
 
 
<center>'''Figure 65 – Conferences Page'''</center>
 
 
 
<center>'''Figure 66 - Edit Conference'''</center>
 
  
  
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|}
 
|}
<center>'''Table 45 – Conference Settings and Descriptions'''</center>
 
 
 
==== Add/Edit Conference ====
 
==== Add/Edit Conference ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Conference Feature Codes ===
 
=== Conference Feature Codes ===
 
The Feature Code section of the Conference page displays the key or key combinations that need to be pressed to activate or deactivate (toggling function) features for conferencing.
 
The Feature Code section of the Conference page displays the key or key combinations that need to be pressed to activate or deactivate (toggling function) features for conferencing.
 
 
<center>'''Figure 67 – Features Code Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 46 – Features Code Settings and Descriptions'''</center>
+
<center>'''Table 46Features Code Settings and Descriptions'''</center>
  
 
== Voicemail ==
 
== Voicemail ==
 
When an extension is created, a Voicemail box tied to that extension is automatically created. Voicemail boxes that do not have an extension associated with them are created and administered exclusively through '''DestinationsVoicemail. '''There are three locations in the IP PBX that allow management of a voicemail box:  
 
When an extension is created, a Voicemail box tied to that extension is automatically created. Voicemail boxes that do not have an extension associated with them are created and administered exclusively through '''DestinationsVoicemail. '''There are three locations in the IP PBX that allow management of a voicemail box:  
  
* '''DestinationsExtensons – '''Under the Advanced Settings section, the basic settings for the mailbox can be configured.
+
* '''DestinationsExtensons'''Under the Advanced Settings section, the basic settings for the mailbox can be configured.
* '''DestinationsVoicemail – '''This area allows for total configuration of the voicemail box, including features like Broadcast and Cascading Message Notification.
+
* '''DestinationsVoicemail'''This area allows for total configuration of the voicemail box, including features like Broadcast and Cascading Message Notification.
* '''Smart Personal Console – '''Gives end users the ability to configure some mailbox settings.
+
* '''Smart Personal Console'''Gives end users the ability to configure some mailbox settings.
 
+
<center>'''Figure 68 – Edit Voicemail Box Settings Page'''</center>
+
 
+
  
  
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|}
 
|}
<center>'''Table 47 - Voice Mailbox Settings and Descriptions'''</center>
 
 
 
 
===== Add Voicemail Settings =====
 
===== Add Voicemail Settings =====
 
The following outlines the steps to create a stand alone voicemail box.
 
The following outlines the steps to create a stand alone voicemail box.
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# Click the '''Apply Changes''' link located on the right hand corner of the page, to commit the changes to the database.
 
# Click the '''Apply Changes''' link located on the right hand corner of the page, to commit the changes to the database.
  
===== Broadcast Message – Add =====
+
===== Broadcast MessageAdd =====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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# Click the '''Apply Changes''' link located at the top right hand corner of the page, to commit the changes to the database.
 
# Click the '''Apply Changes''' link located at the top right hand corner of the page, to commit the changes to the database.
  
===== Broadcast Message – Remove =====
+
===== Broadcast MessageRemove =====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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===== Configure Contact Numbers for Cascading Message Notification =====
 
===== Configure Contact Numbers for Cascading Message Notification =====
<center>'''Figure 69 – Notification Settings / Voicemail Box Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 48 – Notification and Voicemail Box Settings and Descriptions'''</center>
+
<center>'''Table 48Notification and Voicemail Box Settings and Descriptions'''</center>
  
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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== Schedules ==
 
== Schedules ==
<center>'''Figure 70 – Edit Schedule and Holidays Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Holidays =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Holidays =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Holiday Name''' – This is the name associated with this holiday schedule.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| '''Holiday Name'''This is the name associated with this holiday schedule.
  
'''Start''' – This is the start date and time for this holiday schedule. (The year is defaulted to the current year.)
+
'''Start'''This is the start date and time for this holiday schedule. (The year is defaulted to the current year.)
  
'''End''' – This is the end date and time (expiration) for this holiday schedule. (The year is defaulted to the current year.)
+
'''End'''This is the end date and time (expiration) for this holiday schedule. (The year is defaulted to the current year.)
  
'''Destination''' – This is the assigned Destination where calls will be routed when it is received during the holiday schedule.
+
'''Destination'''This is the assigned Destination where calls will be routed when it is received during the holiday schedule.
  
 
|}
 
|}
<center>'''Table 49 – Edit Schedule Settings and Descriptions'''</center>
 
 
 
=== Add Schedule ===
 
=== Add Schedule ===
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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== Branch Offices ==
 
== Branch Offices ==
 
Branch Offices provide a powerful tool for interconnecting PBX Systems. Through Branch Offices you can create a network of systems where dialing phones on remote systems is as easy as dialing local extensions. You can route calls inbound to a destination on any branched PBX, and outbound through the trunks of other systems networked in this way. Branch office extensions can even participate in ring groups.  
 
Branch Offices provide a powerful tool for interconnecting PBX Systems. Through Branch Offices you can create a network of systems where dialing phones on remote systems is as easy as dialing local extensions. You can route calls inbound to a destination on any branched PBX, and outbound through the trunks of other systems networked in this way. Branch office extensions can even participate in ring groups.  
 
 
<center>'''Figure 71 – Sample Branch Office Networking'''</center>
 
  
  
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|}
 
|}
<center>'''Figure 72 – Edit Branch Office Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 50 – Branch Office Settings and Descriptions'''</center>
 
 
 
<center>'''Figure 73 – Branch Offices Page'''</center>
 
 
 
 
'''Configuring Office 1'''
 
'''Configuring Office 1'''
  
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==== Configuring Office 2 with Branch Extensions ====
 
==== Configuring Office 2 with Branch Extensions ====
<center>'''Figure 74 – Branch Office Extension Section'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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==== View Branch Office Extensions ====
 
==== View Branch Office Extensions ====
<center>'''Figure 75 – Show Extensions Page'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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=== Incoming Call Routing ===
 
=== Incoming Call Routing ===
<center>'''Figure 76 – Incoming Call Routing Page'''</center>
 
 
 
 
This table describes the parameters that can be set for incoming calls. Calls can be routed to destinations and you can also enable (set) the time parameter when the calls will get sent to their defined route.
 
This table describes the parameters that can be set for incoming calls. Calls can be routed to destinations and you can also enable (set) the time parameter when the calls will get sent to their defined route.
  
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|}
 
|}
<center>'''Table 51 – Incoming Call Routing Settings and Descriptions'''</center>
 
 
 
 
==== Set Default Incoming Destination ====
 
==== Set Default Incoming Destination ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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==== Edit Incoming Caller DID ====
 
==== Edit Incoming Caller DID ====
 
If you want a particular DID to display the override CID information followed by the original inbound CID information, be sure to check the box for '''Prepend''', otherwise the original CID information will be lost.
 
If you want a particular DID to display the override CID information followed by the original inbound CID information, be sure to check the box for '''Prepend''', otherwise the original CID information will be lost.
 
 
<center>'''Figure 77 – Incoming Routing Edit Incoming DID CID Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 52 - Outbound Routing Page Descriptions'''</center>
 
 
 
<center>'''Figure 78 – Outgoing Routing Page'''</center>
 
 
 
<center>'''Figure 79 – Add New Outgoing Route Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines if the number dialed has to exactly match the pattern length defined under Digits.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines if the number dialed has to exactly match the pattern length defined under Digits.
  
'''Yes – '''Does need to match exactly.
+
'''Yes'''Does need to match exactly.
  
'''No – '''Does not need to match exactly.
+
'''No'''Does not need to match exactly.
  
 
|-
 
|-
Line 5,059: Line 4,770:
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| In order to dial outbound from a dialing route, you need to define what trunks it will use.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| In order to dial outbound from a dialing route, you need to define what trunks it will use.
  
'''Add''' – Use this button to add the trunk selected from the dropdown to the route.
+
'''Add'''Use this button to add the trunk selected from the dropdown to the route.
  
'''Delete''' – This button allows you to delete the trunk selected from the route.
+
'''Delete'''This button allows you to delete the trunk selected from the route.
  
'''Up''' – Highlight a trunk and click this button to move it up the list, and in priority.
+
'''Up'''Highlight a trunk and click this button to move it up the list, and in priority.
  
'''Dn''' – Highlight a trunk and click this button to move it down the list, and in priority.
+
'''Dn'''Highlight a trunk and click this button to move it down the list, and in priority.
  
'''Strip Digits''' – This indicates whether the PBX will strip any digits before sending the call out a particular Trunk. This is set per trunk.
+
'''Strip Digits'''This indicates whether the PBX will strip any digits before sending the call out a particular Trunk. This is set per trunk.
  
'''Prefix Digits''' – Defines the digits to be prepended to the dialed number before sending the call out a particular Trunk. This is set per trunk.
+
'''Prefix Digits'''Defines the digits to be prepended to the dialed number before sending the call out a particular Trunk. This is set per trunk.
  
 
|-
 
|-
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===== Disable Ext CID Override - Set to “YES” if you want to disable the CID override for the outgoing route, including Extension CID settings. =====
 
===== Disable Ext CID Override - Set to “YES” if you want to disable the CID override for the outgoing route, including Extension CID settings. =====
===== Force Use PSTN CID – New in version: 3.4.1, it is now possible to deliver the CID received on PSTN inbound calls out on calls being transferred outbound. This feature is subject to the ability of the provider associated to the outbound call. This provider must be able to allow substitution of CID. Set to “YES” if you want to send the received CID with a call transferred outbound.. =====
+
===== Force Use PSTN CIDNew in version: 3.4.1, it is now possible to deliver the CID received on PSTN inbound calls out on calls being transferred outbound. This feature is subject to the ability of the provider associated to the outbound call. This provider must be able to allow substitution of CID. Set to “YES” if you want to send the received CID with a call transferred outbound.. =====
 
===== Override Default CID (name) - Set to “YES” if you want to enable custom Name CID override for the outgoing route. =====
 
===== Override Default CID (name) - Set to “YES” if you want to enable custom Name CID override for the outgoing route. =====
===== Override CID Name – If the Override Default CID (name) is set to “YES”, enter the new CID override name for the outgoing route. =====
+
===== Override CID NameIf the Override Default CID (name) is set to “YES”, enter the new CID override name for the outgoing route. =====
 
'''Override Default CID (number) - '''Set to “YES” if you want to enable custom Number Default CID override for the outgoing route.
 
'''Override Default CID (number) - '''Set to “YES” if you want to enable custom Number Default CID override for the outgoing route.
  
'''Override CID Number – '''If the Override Default name is set to “YES”, enter the new CID override number for the outgoing route.
+
'''Override CID Number'''If the Override Default name is set to “YES”, enter the new CID override number for the outgoing route.
  
 
|}
 
|}
<center>'''Table 53 – Outbound Route Settings and Descriptions'''</center>
 
 
 
 
==== Add Outgoing Route ====
 
==== Add Outgoing Route ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Class of Service ===
 
=== Class of Service ===
 
A Class of Services is used to define which outbound dialing routes a given feature can use. By clicking the blue words '''Class of Service''' on the Outgoing routing page, you will be able to delete, create, clone, and populate your Class of Service with the desired outbound routes.
 
A Class of Services is used to define which outbound dialing routes a given feature can use. By clicking the blue words '''Class of Service''' on the Outgoing routing page, you will be able to delete, create, clone, and populate your Class of Service with the desired outbound routes.
 
 
<center>'''Figure 80 - Class of Service'''</center>
 
  
  
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==== Configure Block Calls Subroutes ====
 
==== Configure Block Calls Subroutes ====
 
In this example, your customers want to block their users from dialing 1-900 numbers. To achieve this, you will need to create a subroute and configure it using the specifications below.  
 
In this example, your customers want to block their users from dialing 1-900 numbers. To achieve this, you will need to create a subroute and configure it using the specifications below.  
 
 
<center>'''Figure 81 – Blocking Dialing 1-900'''</center>
 
  
  
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|}
 
|}
<center>'''Table 54 – Block 1900 Outbound Call Configuration'''</center>
 
 
 
==== Configure Least Cost Routing Subroutes ====
 
==== Configure Least Cost Routing Subroutes ====
 
In this example, the end user has multiple providers in different regions, and wants dialed calls to use the most cost effective trunk when dialing out. The default 1+ (11 Digit) dialing route has Subroute Offset = 1 (ignores the first digit dialed, this case being the 1 for a long distance number) and Subroute Digits = 3 (after ignoring the first digit from subroute offset, this reads the next 3 digits (area code) in the dialed string and compares them to any subroutes created). The subroute that will be built specifically routes calls dialed to the 941 area code through a different, more cost efficient trunk.
 
In this example, the end user has multiple providers in different regions, and wants dialed calls to use the most cost effective trunk when dialing out. The default 1+ (11 Digit) dialing route has Subroute Offset = 1 (ignores the first digit dialed, this case being the 1 for a long distance number) and Subroute Digits = 3 (after ignoring the first digit from subroute offset, this reads the next 3 digits (area code) in the dialed string and compares them to any subroutes created). The subroute that will be built specifically routes calls dialed to the 941 area code through a different, more cost efficient trunk.
 
 
<center>'''Figure 82 – Least Cost Routing Example'''</center>
 
  
  
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|}
 
|}
<center>'''Table 55 – Least Cost Outbound Call Subroute Configuration'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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==== Configure Information (411/1411) Subroute ====
 
==== Configure Information (411/1411) Subroute ====
 
If you would like callers to have the ability to use Information Service provided by your carrier then you must configure the route. If they must dial 411 to get information then you will need to configure a route for 411. To do this configure a route as below,
 
If you would like callers to have the ability to use Information Service provided by your carrier then you must configure the route. If they must dial 411 to get information then you will need to configure a route for 411. To do this configure a route as below,
 
 
<center>'''Figure 83 – Information (411) Subroute Setting'''</center>
 
  
  
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|}
 
|}
<center>'''Table 56 – Information (411) Subroute Configuration'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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=== Admin Settings Section ===
 
=== Admin Settings Section ===
<center>'''Figure 84 – PBX Admin Settings Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 57 – PBX Admin Settings Parameters and Descriptions'''</center>
 
 
 
 
==== Edit Admin Settings ====
 
==== Edit Admin Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== General Settings Section ===
 
=== General Settings Section ===
<center>'''Figure 85 – PBX General Settings Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 58 – General PBX Admin Settings and Descriptions'''</center>
 
 
 
 
==== Edit General PBX Settings ====
 
==== Edit General PBX Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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==== Log Watch/Ban Service ====
 
==== Log Watch/Ban Service ====
 
This feature allows the PBX to monitor the SIP registration traffic and ban any IP address that makes 5 failed registration attempts. The IP address will be banned for either 5 days or until the service is restarted. Configuration settings allow you to ignore (not monitor) IP addresses that are communicating from the LocalNet, as well as allowing you to manually add addresses you want the system to ignore.  
 
This feature allows the PBX to monitor the SIP registration traffic and ban any IP address that makes 5 failed registration attempts. The IP address will be banned for either 5 days or until the service is restarted. Configuration settings allow you to ignore (not monitor) IP addresses that are communicating from the LocalNet, as well as allowing you to manually add addresses you want the system to ignore.  
 
 
<center>'''Figure 86 – PBX Security Log Watch and Ban Service Status'''</center>
 
  
 
==== Enable Log Watch/Ban Service ====
 
==== Enable Log Watch/Ban Service ====
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==== Set Log Watch/Ban Service Parameters ====
 
==== Set Log Watch/Ban Service Parameters ====
 
Once you have enabled the Log Watch/Ban Services, you will be able to configure the parameters for the security settings.
 
Once you have enabled the Log Watch/Ban Services, you will be able to configure the parameters for the security settings.
 
 
<center>'''Figure 87 – Security Log Watch and Ban Security Settings'''</center>
 
 
  
 
The following table describes the parameters and descriptions (recommended settings) for the Log Watch and Ban feature.
 
The following table describes the parameters and descriptions (recommended settings) for the Log Watch and Ban feature.
Line 5,497: Line 5,166:
  
 
|}
 
|}
<center>'''Table 59 – PBX Security Log Watch/Ban Settings and Descriptions'''</center>
 
 
 
==== Configure Log Watch/Ban Service ====
 
==== Configure Log Watch/Ban Service ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Time Settings Section ===
 
=== Time Settings Section ===
<center>'''Figure 88 – PBX Time Settings Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
Line 5,558: Line 5,222:
  
 
|}
 
|}
<center>'''Table 60 – PBX Time Settings and Descriptions'''</center>
 
 
 
==== Set Time Settings ====
 
==== Set Time Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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Use the Transfer Permissions setting to define where calls may be transferred to. Internal Only restricts the transfers to extensions only. If you set it to an extension, then you can transfer anywhere that extension could, following the Class of Service for outbound dialing.
 
Use the Transfer Permissions setting to define where calls may be transferred to. Internal Only restricts the transfers to extensions only. If you set it to an extension, then you can transfer anywhere that extension could, following the Class of Service for outbound dialing.
 
 
<center>'''Figure 89 – Outbound Transfer Numbers Section'''</center>
 
  
 
==== Add Outbound Transfers ====
 
==== Add Outbound Transfers ====
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=== InGenius Connector ===
 
=== InGenius Connector ===
 
InGenius is a 3<sup>rd</sup> party software licensable on the IPitomy PBX. The settings under PBX SetupGeneral are where you would configure the user name and password InGenius. Contact IPitomy for more information.
 
InGenius is a 3<sup>rd</sup> party software licensable on the IPitomy PBX. The settings under PBX SetupGeneral are where you would configure the user name and password InGenius. Contact IPitomy for more information.
 
 
<center>'''Figure 90 – InGenius Connector Settings Section'''</center>
 
  
  
 
== Database Administration ==
 
== Database Administration ==
 
=== Create Backup Section ===
 
=== Create Backup Section ===
<center>'''Figure 91 – Create Backup Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 61 – Create Backup Settings and Descriptions'''</center>
 
 
 
 
==== Creating a Backup ====
 
==== Creating a Backup ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Automatic Backups Section ===
 
=== Automatic Backups Section ===
 
With this feature, you can have the PBX automatically create backups at a set interval, as well as send those backups to an external FTP. The system will only store a total of 4 automated backups at any given time, overwriting the oldest when a new on is created.
 
With this feature, you can have the PBX automatically create backups at a set interval, as well as send those backups to an external FTP. The system will only store a total of 4 automated backups at any given time, overwriting the oldest when a new on is created.
 
 
<center>'''Figure 92 – PBX Database Automatic Backups Section'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 62 – PBX Database Automatic Backup Settings and Descriptions'''</center>
 
 
 
 
==== Set Automatic Backup ====
 
==== Set Automatic Backup ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Upload Backup File Section ===
 
=== Upload Backup File Section ===
 
This feature allows you to upload backup files to the PBX system.
 
This feature allows you to upload backup files to the PBX system.
 
 
<center>'''Figure 93 – PBX Database Upload Backup File Section'''</center>
 
 
  
 
==== Upload Backup Files ====
 
==== Upload Backup Files ====
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|}
 
|}
<center>'''Table 63 - Saved Backups'''</center>
 
 
 
<center>'''Figure 94 – Backup Date/Time Information'''</center>
 
 
 
==== Delete Backup File ====
 
==== Delete Backup File ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== General Settings Section ===
 
=== General Settings Section ===
 
Used to configure global mailbox settings that are not found elsewhere in the PBX.
 
Used to configure global mailbox settings that are not found elsewhere in the PBX.
 
 
<center>'''Figure 95 – PBX Voicemail General Settings Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 64 – PBX General Settings and Descriptions'''</center>
 
 
 
 
==== Set General Voicemail Settings ====
 
==== Set General Voicemail Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Voicemail Menu Section ===
 
=== Voicemail Menu Section ===
 
Configure settings that an individual voicemail box can follow globally.
 
Configure settings that an individual voicemail box can follow globally.
 
 
<center>'''Figure 96 – PBX Voicemail Menu Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 65 – PBX Voicemail Menu Setting and Descriptions'''</center>
 
 
 
 
==== Set Voicemail Menu Options ====
 
==== Set Voicemail Menu Options ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== E-mail Settings Section ===
 
=== E-mail Settings Section ===
 
This section is used to define the email address and server the PBX will use to send out Unified Messaging and notification emails. Unified Messaging allows a user to receive emails whenever they receive new voicemail messages. If the PC where you check your email has the capacity to play .wav files, the you will be notified when an email is received, and will be able to listen to the new message directly from the email. Notification emails are sent out for features like Log Watch/Ban.
 
This section is used to define the email address and server the PBX will use to send out Unified Messaging and notification emails. Unified Messaging allows a user to receive emails whenever they receive new voicemail messages. If the PC where you check your email has the capacity to play .wav files, the you will be notified when an email is received, and will be able to listen to the new message directly from the email. Notification emails are sent out for features like Log Watch/Ban.
 
 
<center>'''Figure 97 '''–''' PBX Voicemail Settings Section'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 66 – PBX Voicemail Settings and Descriptions'''</center>
 
 
 
==== Set E-mail Settings ====
 
==== Set E-mail Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Voicemail Archive Section ===
 
=== Voicemail Archive Section ===
 
Use this section to view which mailboxes currently have voicemail messages, and to download, upload, or erase the voicemail messages archived on the PBX.
 
Use this section to view which mailboxes currently have voicemail messages, and to download, upload, or erase the voicemail messages archived on the PBX.
 
 
<center>'''Figure 98 – PBX Voicemail Archive Section'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 67 – PBX Voicemail Archive Settings and Descriptions'''</center>
 
 
 
==== Download Voicemail Archive Settings ====
 
==== Download Voicemail Archive Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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==== View Voicemail Listing (Usage Space) ====
 
==== View Voicemail Listing (Usage Space) ====
<center>'''Figure 99 – PBX Voicemail Listing Page'''</center>
 
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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== SIP Setup ==
 
== SIP Setup ==
 
=== SIP Networking Settings Section ===
 
=== SIP Networking Settings Section ===
<center>'''Figure 100 – SIP Networking Settings Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 68 – SIP Networking Settings and Descriptions'''</center>
 
 
 
==== Add SIP Networking Settings ====
 
==== Add SIP Networking Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== SIP Advanced Settings Section ===
 
=== SIP Advanced Settings Section ===
 
Advanced SIP settings define in more detail the management of network traffic. These settings are automatically provisioned when the system registers with the router. In most business implementations it is not necessary to make changes to these defaulted settings
 
Advanced SIP settings define in more detail the management of network traffic. These settings are automatically provisioned when the system registers with the router. In most business implementations it is not necessary to make changes to these defaulted settings
 
 
<center>'''Figure 101 – SIP Advanced Settings Page'''</center>
 
  
  
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|}
 
|}
<center>'''Table 69 – SIP Advanced Settings and Descriptions'''</center>
 
 
 
==== Edit Advanced SIP Networking Settings ====
 
==== Edit Advanced SIP Networking Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
Line 6,431: Line 6,028:
 
== Phone Global ==
 
== Phone Global ==
 
== Controls settings for firmware/kernel upgrades, as well as HTTP configuration download options for phones. ==
 
== Controls settings for firmware/kernel upgrades, as well as HTTP configuration download options for phones. ==
<center>'''Figure 102 – Phone Global Page'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 70 - Phone Global Settings and Descriptions'''</center>
 
 
 
 
== Prompts ==
 
== Prompts ==
 
Prompts are voice recordings used by a Menu to define the options that can be selected in the menu, or to simply convey information.
 
Prompts are voice recordings used by a Menu to define the options that can be selected in the menu, or to simply convey information.
Line 6,507: Line 6,098:
  
 
This feature allows you to upload a voice prompt file and store it in the PBX server for use. Once loaded, you can select which menus you wish to use the Prompt file.
 
This feature allows you to upload a voice prompt file and store it in the PBX server for use. Once loaded, you can select which menus you wish to use the Prompt file.
 
 
<center>'''Figure 103 – Upload Voice Prompt Section'''</center>
 
  
 
==== Upload Voice Prompt ====
 
==== Upload Voice Prompt ====
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This feature allows you to record a new voice prompt and store on the PBX server. Once created you can define which menus you wish to use the Prompt file.
 
This feature allows you to record a new voice prompt and store on the PBX server. Once created you can define which menus you wish to use the Prompt file.
  
 
<center>'''Figure 104 – Record New Voice Prompt Section'''</center>
 
  
 
==== Record New Voice Prompt ====
 
==== Record New Voice Prompt ====
Line 6,542: Line 6,128:
 
All record prompt files are stored on the PBX server and will appear in the''' Prompt Files on Server''' listing of the '''Edit Prompts''' page.
 
All record prompt files are stored on the PBX server and will appear in the''' Prompt Files on Server''' listing of the '''Edit Prompts''' page.
  
 
<center>'''Figure 105 – Prompt Files on the Server Section'''</center>
 
  
 
==== Delete Prompt Files on Server ====
 
==== Delete Prompt Files on Server ====
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=== Systems Default Music on Hold Section ===
 
=== Systems Default Music on Hold Section ===
<center>'''Figure 106 – System Default Music on Hold Section'''</center>
 
 
 
==== Set Default Music on Hold Section ====
 
==== Set Default Music on Hold Section ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Create a Playlist Section ===
 
=== Create a Playlist Section ===
<center>'''Figure 107 – Create a Playlist Section'''</center>
 
 
 
 
==== Add New Music on Hold ====
 
==== Add New Music on Hold ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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==== Upload Music Files ====
 
==== Upload Music Files ====
<center>'''Figure 108 – Music on Hold Playlist'''</center>
 
 
 
The following steps describe how to upload Music on Hold file to the PBX system.
 
The following steps describe how to upload Music on Hold file to the PBX system.
  
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=== Speed Dialing Section ===
 
=== Speed Dialing Section ===
<center>'''Figure 109 – Features Code Speed Dialing Section'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 71 – Features Code Settings and Descriptions'''</center>
 
 
 
==== Add Speed Dialing ====
 
==== Add Speed Dialing ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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== Services ==
 
== Services ==
 
=== System Information Section ===
 
=== System Information Section ===
<center>'''Figure 110 – Services System Information Page'''</center>
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 72 – Services System Settings and Descriptions'''</center>
 
 
 
==== View System Information ====
 
==== View System Information ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== License Information Section ===
 
=== License Information Section ===
 
This feature allows you view what licensed features are available on the system. You can upload or download licenses for the PBX applications. You can also assign Call Manager licenses to users. The following section describes how to perform these functions.
 
This feature allows you view what licensed features are available on the system. You can upload or download licenses for the PBX applications. You can also assign Call Manager licenses to users. The following section describes how to perform these functions.
 
 
<center>'''Figure 111 – Services Download License Information Section'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 73 - License Info Descriptions'''</center>
 
 
 
==== Upload License File ====
 
==== Upload License File ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
Line 6,788: Line 6,350:
  
 
# Your browser may prompt you as to where you wish to save the file.
 
# Your browser may prompt you as to where you wish to save the file.
 
<center>'''Figure 112 – Services Assign Licenses Page'''</center>
 
  
 
==== Assign Single User License ====
 
==== Assign Single User License ====
Line 6,814: Line 6,374:
 
=== System Functions Section ===
 
=== System Functions Section ===
 
This section allows the administrator to restart some or all services in the PBX, as well as clear the Diagnostic log.
 
This section allows the administrator to restart some or all services in the PBX, as well as clear the Diagnostic log.
 
 
<center>'''Figure 113 – Services System Functions Section'''</center>
 
  
  
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|}
 
|}
<center>'''Table 74 – Services System Functions and Descriptions'''</center>
 
 
 
 
==== Restart PBX ====
 
==== Restart PBX ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
Line 6,909: Line 6,463:
 
=== Load File System ===
 
=== Load File System ===
 
This area is used to load software files when performing an upgrade.
 
This area is used to load software files when performing an upgrade.
 
 
<center>'''Figure 114 - Services Load File System Section'''</center>
 
  
  
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=== TFTP Files ===
 
=== TFTP Files ===
 
This panel allows the administrator to view, load, download, and delete files on the TFTP in the PBX. Typically, the files you would be loading will be phone firmware files.
 
This panel allows the administrator to view, load, download, and delete files on the TFTP in the PBX. Typically, the files you would be loading will be phone firmware files.
 
 
<center>'''Figure 115 – Services TFTP Files Section'''</center>
 
  
 
==== Load TFTP File ====
 
==== Load TFTP File ====
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=== Log File Settings ===
 
=== Log File Settings ===
 
This feature allows you indicate whether you want the logs to be written to a file or displayed on the PBX webpage.
 
This feature allows you indicate whether you want the logs to be written to a file or displayed on the PBX webpage.
 
 
<center>'''Figure 116 – Services Log File Settings Section'''</center>
 
 
  
  
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| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Log to File =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Log to File =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will write the log messages to the '''ipitomy.log''' file, accessible by IPitomy Support. Default is '''enabled.'''
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will write the log messages to the '''ipitomy.log''' file, accessible by IPitomy Support. Default is '''enabled.'''
  
 
|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Display on Page =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Display on Page =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will display the log messages on the System Diagnostics page, accessable by anyone with Administrator access to the PBX. Default is '''enabled.'''
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will display the log messages on the System Diagnostics page, accessable by anyone with Administrator access to the PBX. Default is '''enabled.'''
  
 
|}
 
|}
<center>'''Table 75 – Services Log File Settings and Descriptions'''</center>
 
 
 
 
==== Select Log File Settings ====
 
==== Select Log File Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Logging Level Section ===
 
=== Logging Level Section ===
 
This section of the Services page allows you to specify the type of messages that will be captured and available on the '''System Diagnostics''' page.
 
This section of the Services page allows you to specify the type of messages that will be captured and available on the '''System Diagnostics''' page.
 
 
<center>'''Figure 117 – Services Logging Level Section'''</center>
 
  
  
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| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Information =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Information =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will log Information level messages.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will log Information level messages.
  
 
|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Warnings =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Warnings =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will log Warning level messages.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will log Warning level messages.
  
 
|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Errors =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== Errors =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will log Error level messages.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will log Error level messages.
  
 
|-
 
|-
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== All =====
 
| style="border-top:0.0069in solid #0000ff;border-bottom:0.0069in solid #0000ff;border-left:0.0069in solid #0000ff;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| ===== All =====
  
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selected – the system will log all the message types above and some other types such as Notice.
+
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| If selectedthe system will log all the message types above and some other types such as Notice.
  
 
|}
 
|}
<center>'''Table 76 – Services Logging Levels and Descriptions'''</center>
 
 
 
 
==== Select Logging Level ====
 
==== Select Logging Level ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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=== Call Event Log Section ===
 
=== Call Event Log Section ===
 
This allows you to enable web service and indicate the call event logs retention time.
 
This allows you to enable web service and indicate the call event logs retention time.
 
 
<center>'''Figure 118 – Services Call Event Log Section'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 77 – Services Call Event Logging and Descriptions'''</center>
 
 
 
==== Set Call Event Logging ====
 
==== Set Call Event Logging ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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This allows you to set the parameters for the system to perform automated firmware updates. Currently, when enabled, the PBX will check at midnight to see if there are more current phone firmware files available, and will download them if they exist.
 
This allows you to set the parameters for the system to perform automated firmware updates. Currently, when enabled, the PBX will check at midnight to see if there are more current phone firmware files available, and will download them if they exist.
  
 
<center>'''Figure 119 – Services Automated Phone Firmware Updates'''</center>
 
  
 
The following table provides the parameters and their descriptions for the Automated Phone Firmware Updates feature.
 
The following table provides the parameters and their descriptions for the Automated Phone Firmware Updates feature.
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|}
 
|}
<center>'''Table 78 – Services Automated Firmware Parameters and Descriptions'''</center>
 
 
 
==== Set Automated Firmware Update Parameters ====
 
==== Set Automated Firmware Update Parameters ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
Line 7,105: Line 6,630:
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
# [[Image:]]From the '''PBX Setup''''''Services '''page, locate the''' Automated Phone Firmware Updates '''section.
+
# From the '''PBX Setup''''''Services '''page, locate the''' Automated Phone Firmware Updates '''section.
 
# Click on the '''Check Now''' button. The system will display the results once the process is complete. The following is a sample of what the message that will be displayed. This message demonstrates that the firmware version in the PBX and at IPitomy match.
 
# Click on the '''Check Now''' button. The system will display the results once the process is complete. The following is a sample of what the message that will be displayed. This message demonstrates that the firmware version in the PBX and at IPitomy match.
  
 
=== Scheduled Calling ===
 
=== Scheduled Calling ===
 
This is a licensed feature that allows for periodic automated calls to be made by the PBX. This can be used for announcements, bells, alarms etc.  
 
This is a licensed feature that allows for periodic automated calls to be made by the PBX. This can be used for announcements, bells, alarms etc.  
 
 
<center>'''Figure 120 - Scheduled Calling'''</center>
 
  
 
'''''Enabling Scheduled Calling'''''
 
'''''Enabling Scheduled Calling'''''
Line 7,122: Line 6,644:
 
# Click the button to save the changes.
 
# Click the button to save the changes.
 
# Click on the '''Apply Changes''' link at the top of the page to save the information and commit the changes to the database
 
# Click on the '''Apply Changes''' link at the top of the page to save the information and commit the changes to the database
 
<center>'''Figure 121 - List of Scheduled Calls'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 79 - Scheduled Call List Descriptions'''</center>
 
 
 
<center>'''Figure 122 - Edit Scheduled Call'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 80 - Edit Scheduled Call Descriptions'''</center>
 
 
 
<center>'''Figure 123 - Recurrence'''</center>
 
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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|}
 
|}
<center>'''Table 81 - Recurrence Descriptions'''</center>
 
 
 
'''''Adding a New Scheduled Call'''''
 
'''''Adding a New Scheduled Call'''''
  
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Call Data Records (CDR) can be sorted by specific time periods. CDR may also be exported in the same date range format. The records have also been enhanced for easier reading, and comprehension of data. To sort simply select the date range you wish to be displayed, and then press the view button. The display will be arranged and sorted according to your date selections.
 
Call Data Records (CDR) can be sorted by specific time periods. CDR may also be exported in the same date range format. The records have also been enhanced for easier reading, and comprehension of data. To sort simply select the date range you wish to be displayed, and then press the view button. The display will be arranged and sorted according to your date selections.
 
 
<center>'''Figure 124 – CDR Reports Page'''</center>
 
  
  
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Exited Empty Queue: Call to Queue that follows Exit Empty rule.
 
Exited Empty Queue: Call to Queue that follows Exit Empty rule.
  
Exited With Key: Call to Queue that follows the Exit Menu key press.
+
Exited With Key: Call to Queue that follows the Exit Menu key press
  
 
|}
 
|}
<center>'''Table 82 - CDR Report Descriptions'''</center>
+
==== View CDR ReportSmart Personal Console ====
 
+
 
+
==== View CDR Report – Smart Personal Console ====
+
 
IPitomy PBX Software version 3.4.1 and above have the added ability to view CDR Reports and Queue data from Smart Personal Console (SPC) using a special user name and password.
 
IPitomy PBX Software version 3.4.1 and above have the added ability to view CDR Reports and Queue data from Smart Personal Console (SPC) using a special user name and password.
  
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# Make a note of this password.
 
# Make a note of this password.
 
# On the PC that will be used to access CDR Reports and Queue Graphs via SPC, open a web browser and navigate to the IPitomy PBX login screen
 
# On the PC that will be used to access CDR Reports and Queue Graphs via SPC, open a web browser and navigate to the IPitomy PBX login screen
# Using the right side – Smart Personal Console (User Login) input the word “reports” as the user name and the password that you noted previously.
+
# Using the right sideSmart Personal Console (User Login) input the word “reports” as the user name and the password that you noted previously.
 
# Click on .
 
# Click on .
 
# The CDR-Report page is opened, use the instructions below to extract the data you wish. Or,
 
# The CDR-Report page is opened, use the instructions below to extract the data you wish. Or,
 
# Click on to open that interface and use the instructions below to extract that data.
 
# Click on to open that interface and use the instructions below to extract that data.
  
==== View CDR Report – PBX Administration ====
+
==== View CDR ReportPBX Administration ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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== Queue Graphs ==
 
== Queue Graphs ==
 
Queue Graphs display additional call information for ACD Queues. A PBX must be licensed for ACD for this button to appear.
 
Queue Graphs display additional call information for ACD Queues. A PBX must be licensed for ACD for this button to appear.
 
 
<center>'''Figure 125 – Queue Graphs Page'''</center>
 
 
  
  
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|}
 
|}
<center>'''Table 83 – Queue Graphs Search Parameters'''</center>
 
 
 
==== Run Queue Graph Report ====
 
==== Run Queue Graph Report ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
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The Overview Tab offers an overall summary of the calls for the period in question for that queue. The overview will display textual information for answered and unanswered calls, as well as a graph summarizing the information.
 
The Overview Tab offers an overall summary of the calls for the period in question for that queue. The overview will display textual information for answered and unanswered calls, as well as a graph summarizing the information.
  
 
<center>'''Figure 126 – Reports Queue Graph Overview Tab'''</center>
 
  
  
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|}
 
|}
 
===== Agents Tab =====
 
===== Agents Tab =====
<center>'''Figure 127 – Reports Queue Graphs Agents Tab'''</center>
 
 
 
The Agents tab displays details for queue members.
 
The Agents tab displays details for queue members.
  
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===== Graph Tab =====
 
===== Graph Tab =====
 
The Graph Tab provides a graphical view of queue calls only. Inbound and outbound calls are tabulated but not graphed. The graph tab divided into time segments defined by the Sorting setting set previously. The information presented in this tab will allow you to determine busiest times and when call coverage is most needed.
 
The Graph Tab provides a graphical view of queue calls only. Inbound and outbound calls are tabulated but not graphed. The graph tab divided into time segments defined by the Sorting setting set previously. The information presented in this tab will allow you to determine busiest times and when call coverage is most needed.
 
 
<center>'''Figure 128 – Reports Queue Graphs Tab'''</center>
 
 
  
 
===== Logs Tab =====
 
===== Logs Tab =====
 
The Logs Tab will display the complete call log for the queue from your search setting. It will display the time of the call, the direction of the call either inbound or outbound, the caller ID that was delivered with the call, the location that the call was delivered to, the wait time for the caller, the total duration of the call, and finally the outcome of the call or the final status of the call. See the table for CDR Report Descriptions for detailed information about the fields.
 
The Logs Tab will display the complete call log for the queue from your search setting. It will display the time of the call, the direction of the call either inbound or outbound, the caller ID that was delivered with the call, the location that the call was delivered to, the wait time for the caller, the total duration of the call, and finally the outcome of the call or the final status of the call. See the table for CDR Report Descriptions for detailed information about the fields.
 
 
<center>'''Figure 129 – Reports Queue Graphs Logs Tab'''</center>
 
  
 
== Diagnostics ==
 
== Diagnostics ==
 
This section, when configured under PBX SetupServices, displays a message log of actions in the PBX. Typically this page will be referenced by Tech Support to pinpoint where troubleshooting for a specific problem should begin.
 
This section, when configured under PBX SetupServices, displays a message log of actions in the PBX. Typically this page will be referenced by Tech Support to pinpoint where troubleshooting for a specific problem should begin.
 
 
<center>'''Figure 130 – System Diagnostics Page'''</center>
 
 
  
 
=== View System Diagnostics ===
 
=== View System Diagnostics ===
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== Monitoring ==
 
== Monitoring ==
 
This page gives a snapshot of the status of your SIP network. Extensions, SIP Providers, Branch Offices, and active calls will display. Entries in Green are connected, entries in Red are unable to be reached, and entires in Grey are not present. At the bottom of the page, active calls will display on a channel by channel basis. The page will refresh every 10 seconds.
 
This page gives a snapshot of the status of your SIP network. Extensions, SIP Providers, Branch Offices, and active calls will display. Entries in Green are connected, entries in Red are unable to be reached, and entires in Grey are not present. At the bottom of the page, active calls will display on a channel by channel basis. The page will refresh every 10 seconds.
 
 
<center>'''Figure 131 – Monitoring Page'''</center>
 
 
  
 
'''''Appendices'''''
 
'''''Appendices'''''
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# '''Select a status''' from the drop-down menu. An extension can be:
 
# '''Select a status''' from the drop-down menu. An extension can be:
  
* '''Active''' – Currently in use.
+
* '''Active'''Currently in use.
* '''Disabled''' – Not currently in use.
+
* '''Disabled'''Not currently in use.
  
 
# '''Create a voicemail PIN''' for the extension. PIN numbers must be between 3 and 4 characters long. The default setting is for the PIN to be the extension number. Be sure to instruct users to change the PIN to avoid unauthorized use.
 
# '''Create a voicemail PIN''' for the extension. PIN numbers must be between 3 and 4 characters long. The default setting is for the PIN to be the extension number. Be sure to instruct users to change the PIN to avoid unauthorized use.
Line 7,997: Line 7,471:
 
Forward settings routes calls to a different destination. These settings can be:
 
Forward settings routes calls to a different destination. These settings can be:
  
* '''Unconditional''' – Always route calls to a specific destination.
+
* '''Unconditional'''Always route calls to a specific destination.
* '''Busy''' – Route calls to a specific destination when the extension is in use or do not disturb is selected.
+
* '''Busy'''Route calls to a specific destination when the extension is in use or do not disturb is selected.
* '''No Answer''' – Route calls to a specific destination when a call is not answered.
+
* '''No Answer'''Route calls to a specific destination when a call is not answered.
* '''Unavailable''' – Route calls to a specific destination when a phone is turned off, is not registered with the system or has reached its call limit (as set In the IP PBX).
+
* '''Unavailable'''Route calls to a specific destination when a phone is turned off, is not registered with the system or has reached its call limit (as set In the IP PBX).
  
 
==== Provisioning Forward Settings ====
 
==== Provisioning Forward Settings ====
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
# '''Pick the setting to be provisioned''' – Unconditional, Busy, No Answer or Unavailable.
+
# '''Pick the setting to be provisioned'''Unconditional, Busy, No Answer or Unavailable.
 
# Select '''Enabled''' or '''Disabled'''. Disabled turns the forward setting off. Enabled turns the forward setting on.
 
# Select '''Enabled''' or '''Disabled'''. Disabled turns the forward setting off. Enabled turns the forward setting on.
 
# If the Forward setting is Enabled, you can choose to select a destination from the drop-down list. The IPitomy IP PBX allows calls to be forwarded to a PSTN. Forward calls to a PSTN number by entering it into the field provided. Calls can be forwarded to any destination (or telephone number) in the drop-down list or any telephone number.
 
# If the Forward setting is Enabled, you can choose to select a destination from the drop-down list. The IPitomy IP PBX allows calls to be forwarded to a PSTN. Forward calls to a PSTN number by entering it into the field provided. Calls can be forwarded to any destination (or telephone number) in the drop-down list or any telephone number.
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'''Menu Location'''
 
'''Menu Location'''
  
The location “bar” tells you where in the configuration system you are. For example, the Main Menu is “IPitomy Networking – TCP/IP Settings”. Another menu is “IPitomy Networking – TCP/IP Settings – Subnet Mask”
+
The location “bar” tells you where in the configuration system you are. For example, the Main Menu is “IPitomy NetworkingTCP/IP Settings”. Another menu is “IPitomy NetworkingTCP/IP SettingsSubnet Mask”
  
 
'''''Using the “Live” System Settings'''''
 
'''''Using the “Live” System Settings'''''
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While unlikely, it is possible for the actual database settings to be out of sync with the “Using” (live) network settings. If you want to switch the actual settings to the database values, simply select Save & Update. If you want to re-configure the network, edit the settings first. Then Save & Update.
 
While unlikely, it is possible for the actual database settings to be out of sync with the “Using” (live) network settings. If you want to switch the actual settings to the database values, simply select Save & Update. If you want to re-configure the network, edit the settings first. Then Save & Update.
 
  
 
'''''Appendix 8: Software Upgrade'''''
 
'''''Appendix 8: Software Upgrade'''''
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==== Edit Phone Settings ====
 
==== Edit Phone Settings ====
<center>'''Figure 132 – Edit Phone Settings Page'''</center>
 
 
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
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'''Idle – '''No current call activity
+
'''Idle'''No current call activity
  
'''Connected – '''A call is connected
+
'''Connected'''A call is connected
  
'''Outgoing – '''A call is being placed from the extension
+
'''Outgoing'''A call is being placed from the extension
  
'''Incoming – '''A call is ringing the extension
+
'''Incoming'''A call is ringing the extension
  
 
|}
 
|}
<center>'''Table 84 – Edit Phone Settings and Descriptions'''</center>
 
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
Line 8,349: Line 7,817:
 
The advanced settings page varies by the type of phone you are configuring. The following outlines the advance parameters for IPitomy phones, as well as Aastra phones.
 
The advanced settings page varies by the type of phone you are configuring. The following outlines the advance parameters for IPitomy phones, as well as Aastra phones.
  
'''Edit Advance Phone Settings – IPitomy Phones'''
+
'''Edit Advance Phone SettingsIPitomy Phones'''
 
+
 
+
<center>'''Table 85 – Edit Advanced Phone Settings – IPitomy Phones'''</center>
+
 
+
  
  
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
  
'''LAN''' – Tells the phone to communicate to the '''local''' IP of the PBX
+
'''LAN'''Tells the phone to communicate to the '''local''' IP of the PBX
  
'''WAN''' – Tell the phone to communicate to the '''public''' IP of the PBX, as entered under PBX SetupSIP
+
'''WAN'''Tell the phone to communicate to the '''public''' IP of the PBX, as entered under PBX SetupSIP
  
'''Custom''' – Tells the phone to communicate to the PBX via an IP you enter manually
+
'''Custom'''Tells the phone to communicate to the PBX via an IP you enter manually
  
 
|-
 
|-
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| Defines where the phone will get its time settings from.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| Defines where the phone will get its time settings from.
  
'''PBX – '''Sets the PBX local IP as the time server for the phone
+
'''PBX'''Sets the PBX local IP as the time server for the phone
  
'''Custom – '''Allows you to manually enter a time server for the phone.
+
'''Custom'''Allows you to manually enter a time server for the phone.
  
 
|-
 
|-
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| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| Allows you to set the time zone the phone will use.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.0799in;padding-right:0.0799in;"| Allows you to set the time zone the phone will use.
  
'''System – '''the phone follows the PBX time zone settings
+
'''System'''the phone follows the PBX time zone settings
  
'''Custom – '''Select from the dropdown of a number of time zone settings, allowing the phone to display a different time then the PBX would
+
'''Custom'''Select from the dropdown of a number of time zone settings, allowing the phone to display a different time then the PBX would
  
 
|-
 
|-
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|}
 
|}
<center>'''Table 86 – Edit Advanced Phone Settings for IPitomy Phones'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
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* Make the necessary changes to the settings for the phone the click the '''Save & Restart Phone''' button. This will update the configuration file and when the phone reboots, it will download the new information.
 
* Make the necessary changes to the settings for the phone the click the '''Save & Restart Phone''' button. This will update the configuration file and when the phone reboots, it will download the new information.
  
==== Edit Advance Phone Settings – Aastra Phones ====
+
==== Edit Advance Phone SettingsAastra Phones ====
<center>'''Figure 133 – Aastra Advanced Phone Settings Page'''</center>
+
 
+
 
+
  
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
Line 8,521: Line 7,980:
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.
  
'''LAN''' – Tells the phone to communicate to the local IP of the PBX
+
'''LAN'''Tells the phone to communicate to the local IP of the PBX
  
'''WAN''' – Tell the phone to communicate to the public IP of the PBX, as entered under PBX SetupSIP
+
'''WAN'''Tell the phone to communicate to the public IP of the PBX, as entered under PBX SetupSIP
  
'''Custom''' – Tells the phone to communicate to the PBX via an IP you enter manually
+
'''Custom'''Tells the phone to communicate to the PBX via an IP you enter manually
  
 
|-
 
|-
Line 8,540: Line 7,999:
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines where the phone will get its time settings from.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Defines where the phone will get its time settings from.
  
'''PBX – '''Sets the PBX local IP as the time server for the phone
+
'''PBX'''Sets the PBX local IP as the time server for the phone
  
'''Custom – '''Allows you to manually enter a time server for the phone.
+
'''Custom'''Allows you to manually enter a time server for the phone.
  
 
|-
 
|-
Line 8,554: Line 8,013:
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Allows you to set the time zone the phone will use.
 
| style="border:0.0069in solid #0000ff;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;"| Allows you to set the time zone the phone will use.
  
'''System – '''the phone follows the PBX time zone settings
+
'''System'''the phone follows the PBX time zone settings
  
'''Custom – '''Select from the dropdown of a number of time zone settings, allowing the phone to display a different time then the PBX would
+
'''Custom'''Select from the dropdown of a number of time zone settings, allowing the phone to display a different time then the PBX would
  
 
|-
 
|-
Line 8,613: Line 8,072:
  
 
|}
 
|}
<center>'''Table 87 – Aastra Advanced Phone Settings and Descriptions'''</center>
 
 
 
'''''STEPS:'''''
 
'''''STEPS:'''''
  
Line 8,661: Line 8,118:
  
 
'''''For the most recent troubleshooting FAQ’s please visit [http://www.ipitomy.com/ www.ipitomy.com]
 
'''''For the most recent troubleshooting FAQ’s please visit [http://www.ipitomy.com/ www.ipitomy.com]
 
  
 
'''''Glossary'''''
 
'''''Glossary'''''
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'''A'''
 
'''A'''
  
'''''Analogue Telephone Adapter (ATA)''''' – Connects a telephone to a high-speed modem and facilitates VoIP or fax calls over the internet.
+
'''''Analogue Telephone Adapter (ATA)'''''Connects a telephone to a high-speed modem and facilitates VoIP or fax calls over the internet.
  
 
'''''Automatic Call Distribution (ACD)'' - '''The IPitomy’s ACD product is an IP-based component that allows management of calls and features Virtual Call Centers, Skills-based Routing, Multiple Queue Assignments and Overflow/Load Balancing.
 
'''''Automatic Call Distribution (ACD)'' - '''The IPitomy’s ACD product is an IP-based component that allows management of calls and features Virtual Call Centers, Skills-based Routing, Multiple Queue Assignments and Overflow/Load Balancing.
Line 8,677: Line 8,133:
 
'''B'''
 
'''B'''
  
'''''Backbone''''' – Global network connections that route voice and data traffic from one major metropolitan area to another.
+
'''''Backbone'''''Global network connections that route voice and data traffic from one major metropolitan area to another.
  
'''''Bandwidth''''' – The transmission capacity of a given device or network.
+
'''''Bandwidth'''''The transmission capacity of a given device or network.
  
'''''Broadband''''' – An internet connection that is always-on and fast.
+
'''''Broadband'''''An internet connection that is always-on and fast.
  
'''''Browser''''' – A software application that allows users to view and navigate to information on the Web. Microsoft® Explorer® and Mozilla Firefox® are two common browsers.
+
'''''Browser'''''A software application that allows users to view and navigate to information on the Web. Microsoft® Explorer® and Mozilla Firefox® are two common browsers.
  
 
'''''Busy Lamp Field (BLF)''''' –This is an LED on a phone that designates the status or another phone or feature in the PBX.
 
'''''Busy Lamp Field (BLF)''''' –This is an LED on a phone that designates the status or another phone or feature in the PBX.
Line 8,690: Line 8,146:
 
'''C'''
 
'''C'''
  
'''''Caller ID''''' – Displays the name and telephone number of a person calling.
+
'''''Caller ID'''''Displays the name and telephone number of a person calling.
  
'''''Call Detail Record (CDR''')'' – Information about calls collected from the IPitomy IP PBX for a specified period of time. This report is downloadable. The report details the numbers of calls, call duration, call origination and call destination.
+
'''''Call Detail Record (CDR''')''Information about calls collected from the IPitomy IP PBX for a specified period of time. This report is downloadable. The report details the numbers of calls, call duration, call origination and call destination.
  
'''''Class of Service (CoS)''''' – Class of Service defines which outbound routes a particular extension or feature has access to for outbound dialing.
+
'''''Class of Service (CoS)'''''Class of Service defines which outbound routes a particular extension or feature has access to for outbound dialing.
  
 
'''''Cloud Computing''''' - refers to applications and services offered over the Internet. These services are offered from data centers all over the world, which collectively are referred to as the "cloud." This metaphor represents the intangible, yet universal nature of the Internet.
 
'''''Cloud Computing''''' - refers to applications and services offered over the Internet. These services are offered from data centers all over the world, which collectively are referred to as the "cloud." This metaphor represents the intangible, yet universal nature of the Internet.
  
'''''CODEC (Compression-Decompression)''''' – Defines the algorithm used to compress and decompress audio, video, etc. The IPitomy PBX has many codecs to choose from.
+
'''''CODEC (Compression-Decompression)''''' Defines the algorithm used to compress and decompress audio, video, etc. The IPitomy PBX has many codecs to choose from.
  
  
 
'''D'''
 
'''D'''
  
'''''Digital Subscriber Line (DSL)''''' – This service provides digital phone service over an analog line.
+
'''''Digital Subscriber Line (DSL)'''''This service provides digital phone service over an analog line.
  
'''''Direct Inward Dial (DID)''''' – When a trunk has multiple lines, you can use a DID to route calls in the PBX to specific destination.
+
'''''Direct Inward Dial (DID)'''''When a trunk has multiple lines, you can use a DID to route calls in the PBX to specific destination.
  
'''''Domain Name Server (DNS)''''' – These are servers on the public internet which resolve the domain name into an IP address. Without a valid DNS server, many of the services used by the PBX (Time, Email, etc) will not be accessible if they use a domain name.
+
'''''Domain Name Server (DNS)'''''These are servers on the public internet which resolve the domain name into an IP address. Without a valid DNS server, many of the services used by the PBX (Time, Email, etc) will not be accessible if they use a domain name.
  
'''''Do Not Disturb'' –''' Prevents notification of incoming calls.
+
'''''Do Not Disturb'''''Prevents notification of incoming calls.
  
'''''DTMF (Dual-tone Multi-frequency)''''' – This is the touch-tone or audio signal a phone sends to a phone system to get it to perform some action.
+
'''''DTMF (Dual-tone Multi-frequency)'''''This is the touch-tone or audio signal a phone sends to a phone system to get it to perform some action.
  
 
'''''Dynamic'' ''IP'''''– An IP address that changes and is not static.
 
'''''Dynamic'' ''IP'''''– An IP address that changes and is not static.
Line 8,720: Line 8,176:
 
'''E'''
 
'''E'''
  
'''''Encryption''''' – The process of scrambling data to prevent the accurate interpretation of this data by anyone except those for whom it is intended.
+
'''''Encryption'''''The process of scrambling data to prevent the accurate interpretation of this data by anyone except those for whom it is intended.
  
 
'''''Ethernet'' '''- a family of frame-based computer networking technologies for local area networks (LANs).
 
'''''Ethernet'' '''- a family of frame-based computer networking technologies for local area networks (LANs).
Line 8,729: Line 8,185:
 
'''''Firewall'' - '''A firewall is a part of a computer system or network that is designed to block unauthorized access while permitting authorized communications. It is a device or set of devices which is configured to permit or deny computer based application upon a set of rules and other criteria.
 
'''''Firewall'' - '''A firewall is a part of a computer system or network that is designed to block unauthorized access while permitting authorized communications. It is a device or set of devices which is configured to permit or deny computer based application upon a set of rules and other criteria.
  
'''''Forward''''' – the action of automatically configuring a call that was intended for one party to go to another destination.
+
'''''Forward'''''the action of automatically configuring a call that was intended for one party to go to another destination.
  
  
 
'''G'''
 
'''G'''
  
'''''Gateway''''' – A device that interconnects networks with different, incompatible communications protocols.
+
'''''Gateway'''''A device that interconnects networks with different, incompatible communications protocols.
  
  
Line 8,742: Line 8,198:
 
'''I'''
 
'''I'''
  
'''''Institute of Electrical and Electronics Engineers (IEEE)''''' – An independent institute that develops networking standards.
+
'''''Institute of Electrical and Electronics Engineers (IEEE)'''''An independent institute that develops networking standards.
  
'''''Infrastructure''''' – Currently installed computing and networking equipment.
+
'''''Infrastructure'''''Currently installed computing and networking equipment.
  
'''''IP Telephony''''' – Phone service (voice calls) carried over a network using Session Initiation Protocol.
+
'''''IP Telephony'''''Phone service (voice calls) carried over a network using Session Initiation Protocol.
  
 
'''''Interactive Voice Response (IVR)''''' - IVR is a telephony technology that can read a combination of touch tone and voice input. It gives users the ability to access a database of information via phone. A typical IVR system has several menus of prerecorded options that the caller can choose from. While many choices are as basic as choosing a number, some options may require the caller to speak detailed information such as his name or account number. This input is read by the IVR system and is used to access the appropriate information in the database.
 
'''''Interactive Voice Response (IVR)''''' - IVR is a telephony technology that can read a combination of touch tone and voice input. It gives users the ability to access a database of information via phone. A typical IVR system has several menus of prerecorded options that the caller can choose from. While many choices are as basic as choosing a number, some options may require the caller to speak detailed information such as his name or account number. This input is read by the IVR system and is used to access the appropriate information in the database.
  
 
+
'''''Internet Protocol (IP)'''''A protocol used to send data over a network. These are currently set to IPv4 meaning 4 octets ranging from 0-255. The public internet takes up a majority of these addresses, but there are certain ranges reserved for private LANs.
'''''Internet Protocol (IP)''''' – A protocol used to send data over a network. These are currently set to IPv4 meaning 4 octets ranging from 0-255. The public internet takes up a majority of these addresses, but there are certain ranges reserved for private LANs.
+
  
  
Line 8,782: Line 8,237:
  
 
|}
 
|}
'''''Internet Service Provider (ISP)''''' – A company that provides access to the Internet.
+
'''''Internet Service Provider (ISP)'''''A company that provides access to the Internet.
  
  
Line 8,794: Line 8,249:
 
'''L'''
 
'''L'''
  
'''''Local Area Network (LAN)''''' – A group of computers and other devices that share a common communications line. These devices most often share a server and are located within a small geographic area.
+
'''''Local Area Network (LAN)'''''A group of computers and other devices that share a common communications line. These devices most often share a server and are located within a small geographic area.
  
 
'''''Loop Back''''' - The term loopback is generally used to describe methods or procedures of routing electronic signals, digital data streams, or other flows of items, from their originating facility quickly back to the same source entity without intentional processing or modification. This is not something you want to do on a LAN.
 
'''''Loop Back''''' - The term loopback is generally used to describe methods or procedures of routing electronic signals, digital data streams, or other flows of items, from their originating facility quickly back to the same source entity without intentional processing or modification. This is not something you want to do on a LAN.
Line 8,803: Line 8,258:
 
'''''MAC Address - '''''A '''Media Access Control address''' ('''MAC address''') is a unique identifier assigned to network interfaces for communications on the physical network. [http://en.wikipedia.org/wiki/MAC_address http://en.wikipedia.org/wiki/MAC_address]
 
'''''MAC Address - '''''A '''Media Access Control address''' ('''MAC address''') is a unique identifier assigned to network interfaces for communications on the physical network. [http://en.wikipedia.org/wiki/MAC_address http://en.wikipedia.org/wiki/MAC_address]
  
'''''Message Waiting Light''''' – A light on a phone indicating that a voicemail message is waiting.
+
'''''Message Waiting Light'''''A light on a phone indicating that a voicemail message is waiting.
  
'''''Music on Hold''''' – Music or announcements callers listen to while on hold.
+
'''''Music on Hold'''''Music or announcements callers listen to while on hold.
  
  
 
'''N'''
 
'''N'''
  
'''''Network''''' – A group of computers or devices that share a common communication line and are typically used for the transmission of data and voice traffic.
+
'''''Network'''''A group of computers or devices that share a common communication line and are typically used for the transmission of data and voice traffic.
 
+
'''''Network Address Translation (NAT)''''' – Network address translation converts your LAN IP to the Public IP, allowing traffic to go out to the internet and route back to the correct device on your LAN. [http://en.wikipedia.org/wiki/Network_address_translation http:/][http://en.wikipedia.org/wiki/Network_address_translation /en.wikipedia.org/wiki/Network_address_translation]
+
  
 +
'''''Network Address Translation (NAT)'''''Network address translation converts your LAN IP to the Public IP, allowing traffic to go out to the internet and route back to the correct device on your LAN. [http://en.wikipedia.org/wiki/Network_address_translation http://en.wikipedia.org/wiki/Network_address_translation]
  
 
'''O'''
 
'''O'''
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'''P'''
 
'''P'''
  
'''''Packet'' '''– A unit of data transmitted over a network. This is a small amount of computer data sent over a network. Any time you receive data from the Internet, it comes to your computer in the form of many little packets. Each packet contains the address of its origin and destination, and information that connects it to the related packets being sent.
+
'''''Packet'''''A unit of data transmitted over a network. This is a small amount of computer data sent over a network. Any time you receive data from the Internet, it comes to your computer in the form of many little packets. Each packet contains the address of its origin and destination, and information that connects it to the related packets being sent.
  
'''''Park''''' – Parks a call in a reserved extension (park slot) and allows the call to be retrieved from another extension.
+
'''''Park'''''Parks a call in a reserved extension (park slot) and allows the call to be retrieved from another extension.
  
'''''POE (Power over Ethernet) '''''– A method of providing power to a network device over the network cabling, eliminating the need for a power supply.
+
'''''POE (Power over Ethernet)'''''A method of providing power to a network device over the network cabling, eliminating the need for a power supply.
  
'''''Port'' – '''Ports can describe two different devices.
+
'''''Port'''''Ports can describe two different devices.
  
 
'''An Internet port.''' This is a number that indicates what kind of protocol a server on the Internet is using. For example, Web servers typically are listed on port 80. Web browsers use this port by default when accessing Web pages
 
'''An Internet port.''' This is a number that indicates what kind of protocol a server on the Internet is using. For example, Web servers typically are listed on port 80. Web browsers use this port by default when accessing Web pages
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'''A hardware port.''' This refers to any one of the ports that are on the back of a computer where devices can be hooked up (like a keyboard, mouse, printer, etc). Some common ports found on today's computers are USB, Firewire, and Ethernet.
 
'''A hardware port.''' This refers to any one of the ports that are on the back of a computer where devices can be hooked up (like a keyboard, mouse, printer, etc). Some common ports found on today's computers are USB, Firewire, and Ethernet.
  
'''''PRI (Primary Rate Interface)''''' – ISDN service provides 23 64-Kbps B (Bearer) channels and one 64-Kbps D (Data) channel (23 B and D). The D Channel is used for control in signaling information.
+
'''''PRI (Primary Rate Interface)'''''ISDN service provides 23 64-Kbps B (Bearer) channels and one 64-Kbps D (Data) channel (23 B and D). The D Channel is used for control in signaling information.
  
'''''Private Branch Exchange (PBX)''''' – An in-house telephone system that connects extensions and the Public Switched Telephone Network.
+
'''''Private Branch Exchange (PBX)'''''An in-house telephone system that connects extensions and the Public Switched Telephone Network.
  
'''''Public Switched Telephone Network (PSTN''''') – This is the global circuit-switched telephone network. It is similar to the Internet. However, on the Internet packets of data are sent and received using Internet protocol over a network.
+
'''''Public Switched Telephone Network (PSTN''''')This is the global circuit-switched telephone network. It is similar to the Internet. However, on the Internet packets of data are sent and received using Internet protocol over a network.
  
  
Line 8,848: Line 8,302:
 
'''R'''
 
'''R'''
  
'''''Redundant Array of Independent Disks (RAID)''''' – This is a method of storing data on multiple hard disks. When disks are arranged in a RAID configuration, the computer sees them all as one large disk. However, they operate much more efficiently than a single hard drive. Since the data is spread out over multiple disks, the reading and writing operations can take place on multiple disks at once. This can speed up hard drive access time significantly. Multiple hard drives may not improve hard disk performance as much as multiple processors may enhance the CPU performance, but it is based on a similar logic.
+
'''''Redundant Array of Independent Disks (RAID)'''''This is a method of storing data on multiple hard disks. When disks are arranged in a RAID configuration, the computer sees them all as one large disk. However, they operate much more efficiently than a single hard drive. Since the data is spread out over multiple disks, the reading and writing operations can take place on multiple disks at once. This can speed up hard drive access time significantly. Multiple hard drives may not improve hard disk performance as much as multiple processors may enhance the CPU performance, but it is based on a similar logic.
  
 
'''''Real-Time Protocol (RTP)''''' - a standardized packet format for delivering audio and video over IP networks.
 
'''''Real-Time Protocol (RTP)''''' - a standardized packet format for delivering audio and video over IP networks.
  
'''''Router'' '''– A networking device that connects multiple networks together, such as a local network and the Internet.
+
'''''Router'''''A networking device that connects multiple networks together, such as a local network and the Internet.
  
 
'''S'''
 
'''S'''
  
'''''Server''''' – Any computer in a network that provides users access to files, printing, communications, etc.
+
'''''Server'''''Any computer in a network that provides users access to files, printing, communications, etc.
  
'''''Server Time''''' – this is the time set on the server where the phone or device is located. The server time for IPitomy’s IP PBX system is synched to time.nist.gov server time.
+
'''''Server Time'''''this is the time set on the server where the phone or device is located. The server time for IPitomy’s IP PBX system is synched to time.nist.gov server time.
  
'''''Session Initiation Protocol (SIP)''''' – A signaling protocol that establishes data sessions. For example when making a call from one extension to another on a VoIP phone system SIP sets up the call and creates the connection between the two extensions.
+
'''''Session Initiation Protocol (SIP)'''''A signaling protocol that establishes data sessions. For example when making a call from one extension to another on a VoIP phone system SIP sets up the call and creates the connection between the two extensions.
  
'''''Smart Personal Console (SPC)''''' – This user-friendly Web page gives a person the ability to set basic phone features (mailbox settings, phone key settings, call forwarding, etc) from anywhere. Additionally, the user can check their voicemail and call logs from the SPC.
+
'''''Smart Personal Console (SPC)'''''This user-friendly Web page gives a person the ability to set basic phone features (mailbox settings, phone key settings, call forwarding, etc) from anywhere. Additionally, the user can check their voicemail and call logs from the SPC.
  
'''''Stateful Packet Inspection (SPI)''''' – A stateful inspection is a firewall architecture that works at the network layer. Unlike static packet filtering, which examines a packet based on the information in its header, a stateful inspection tracks each connection traversing all interfaces of the firewall and makes sure they are valid.
+
'''''Stateful Packet Inspection (SPI)'''''A stateful inspection is a firewall architecture that works at the network layer. Unlike static packet filtering, which examines a packet based on the information in its header, a stateful inspection tracks each connection traversing all interfaces of the firewall and makes sure they are valid.
  
'''''Static IP'' – '''an IP address that does not change.
+
'''''Static IP'''''an IP address that does not change.
  
'''''Subnet Mask''''' – A subnet mask is a number that defines a range of IP Addresses that can be used in a network. Subnet masks are used to designate subnetworks, or subnets, which are typically local networks LANs that are connected to the Internet. Systems within the same subnet can communicate directly with each other, while systems on different subnets must communicate through a router. Therefore, subnetworks can be used to partition multiple networks and limit the traffic between them.
+
'''''Subnet Mask'''''A subnet mask is a number that defines a range of IP Addresses that can be used in a network. Subnet masks are used to designate subnetworks, or subnets, which are typically local networks LANs that are connected to the Internet. Systems within the same subnet can communicate directly with each other, while systems on different subnets must communicate through a router. Therefore, subnetworks can be used to partition multiple networks and limit the traffic between them.
  
'''''Switch''''' – A network device that connects network segments. These come in POE and non-POE varieties.
+
'''''Switch'''''A network device that connects network segments. These come in POE and non-POE varieties.
  
  
 
'''T'''
 
'''T'''
  
'''''T1''''' – A dedicated digital voice circuit that has 24 channels. This point-to-point circuit delivers 1.544 Mbps of bandwidth.
+
'''''T1'''''A dedicated digital voice circuit that has 24 channels. This point-to-point circuit delivers 1.544 Mbps of bandwidth.
  
'''''TFTP (Trivial File Transfer Protocol)''''' – a simple protocol to transfer files. IPitomy uses this method in regards to phone firmware and configuration files. [http://en.wikipedia.org/wiki/Trivial_File_Transfer_Protocol http://en.wikipedia.org/wiki/Trivial_File_Transfer_Protocol]
+
'''''TFTP (Trivial File Transfer Protocol)'''''a simple protocol to transfer files. IPitomy uses this method in regards to phone firmware and configuration files. [http://en.wikipedia.org/wiki/Trivial_File_Transfer_Protocol http://en.wikipedia.org/wiki/Trivial_File_Transfer_Protocol]
  
'''''Time to Live (TTL''')'' – This refers to an aspect of the Internet Protocol. TTL is used when a "ping," or a request for a response, is sent to another computer, such as a server. The TTL represents the number of hops, or servers in different locations, the request can travel to before returning a failed attempt message.
+
'''''Time to Live (TTL''')''This refers to an aspect of the Internet Protocol. TTL is used when a "ping," or a request for a response, is sent to another computer, such as a server. The TTL represents the number of hops, or servers in different locations, the request can travel to before returning a failed attempt message.
  
'''''Transfer''''' – Sends a call to another extension.
+
'''''Transfer'''''Sends a call to another extension.
  
'''''Trunk''''' – A communications channel between two points.
+
'''''Trunk'''''A communications channel between two points.
  
'''''Transmission Control Protocol (TCP)''''' – Packets sent via this method are verified end to end.
+
'''''Transmission Control Protocol (TCP)'''''Packets sent via this method are verified end to end.
  
  
Line 8,894: Line 8,348:
 
'''''Uniform Resource Locator (URL)'' - '''A URL is the address of a specific Web site or file on the Internet. It cannot have spaces or certain other characters and uses forward slashes to denote different directories. Some examples of URLs are http://www.cnet.com/, http://web.mit.edu/, and ftp://info.apple.com/.
 
'''''Uniform Resource Locator (URL)'' - '''A URL is the address of a specific Web site or file on the Internet. It cannot have spaces or certain other characters and uses forward slashes to denote different directories. Some examples of URLs are http://www.cnet.com/, http://web.mit.edu/, and ftp://info.apple.com/.
  
'''''Uninterruptible Power Supply (UPS)''''' – A devise that maintains continual electrical power.
+
'''''Uninterruptible Power Supply (UPS)'''''A devise that maintains continual electrical power.
  
 
'''''User Datagram Protocol (UDP)''''' - Packets sent via this method are fire and forget.
 
'''''User Datagram Protocol (UDP)''''' - Packets sent via this method are fire and forget.
Line 8,901: Line 8,355:
 
'''V'''
 
'''V'''
  
'''''Virtual Private Network (VPN)''''' – a computer network that uses a public telecommunication infrastructure, such as the Internet, to provide remote offices or individual users with secure access to their organization's network.
+
'''''Virtual Private Network (VPN)'''''a computer network that uses a public telecommunication infrastructure, such as the Internet, to provide remote offices or individual users with secure access to their organization's network.
  
'''''Voice Over Internet Protocol (VoIP)''''' – The routing of voice traffic over the internet. VoIP is basically a telephone connection over the Internet. The data is sent digitally, using the Internet Protocol (IP) instead of analog telephone lines.
+
'''''Voice Over Internet Protocol (VoIP)'''''The routing of voice traffic over the internet. VoIP is basically a telephone connection over the Internet. The data is sent digitally, using the Internet Protocol (IP) instead of analog telephone lines.
  
  
 
'''W'''
 
'''W'''
  
'''''Wide Area Network (WAN)''''' – A computer network that crosses geographic boundaries like cities, states or countries.
+
'''''Wide Area Network (WAN)'''''A computer network that crosses geographic boundaries like cities, states or countries.
 +
 
 +
'''''Wireless Local Area Network (WLAN)'''''A link between two or more computers in a network without wires. Wireless LANs use radio waves to communicate between computers in a limited area.
  
'''''Wireless Local Area Network (WLAN)''''' – A link between two or more computers in a network without wires. Wireless LANs use radio waves to communicate between computers in a limited area.
 
  
= Notes: =
 
Destinations226
 
  
Menus232[[Image:]][[Image:]][[Image:]][[Image:]][[Image:]][[Image:]][[Image:]]
 
  
 
----
 
----
 
<references/>
 
<references/>

Revision as of 17:23, 1 August 2012

IPitomy IP PBX Administrator Guide

Version v4.2.1


All materials in this documentation are proprietary and considered confidential to IPitomy Communications, LLC and may not be disclosed without the express written permission of Ipitomy Communications, LLC. © 2010 Ipitomy Communications, LLCAll rights reserved.


Ipitomy Communications, LLC

Phone: 941.306.2200

Email: info@ipitomy.com

www.ipitomy.com


Corporate Offices:

1940 Northgate Blvd.

Suite B-1

Sarasota, FL 34234


Release History
Date
Software Version, Document Release #
Description
June 01, 2010 Draft Rev. 1 New release of documentation to include product upgrade Version v3.1-2458.
June 11, 2010 DraftRev 2 Incorporated new features and still updating to match current version v3.1.2458.
June 25, 2010 DraftFinal Version Draft submitted for technical review.
June 28, 2010 DraftFinal Version Updated document to include information for ACD table.

Update document for general formatting and style consistency.

July 2, 2010 DraftFinal Version Updated to include new fields for CID, Cascading Messages from 3.1.2595 release notes.
September 23, 2010 3.1-2598 Fully updated to reflect the PBX up to v3.1-2598
Oct 4, 1020 3.2.2 Updated manual to reflect v3.2.2
February 9, 2011 4.0.1 Updated manual to reflect v4.0.1, v3.4.1 and v3.4.2
July 1, 2011 4.2.1 Updated manual to reflect addition of Phoenix HD phones.

Introduction

Contents

About the IPitomy IP PBX

The IPitomy IP PBX is a powerful business communications platform. It is a pure IP PBX designed to use IP networks for voice calls. Engineered to support from 10 to 500 users, the system will work with analog lines and T1 /PRI lines for traditional Public Switched Telephone Network (PSTN) connectivity. In addition to traditional telephone lines, the IPitomy IP PBX can use VoIP SIP Trunks, replacing traditional PSTN lines with a broadband telephone service.

Benefits of VoIP Technology

The IPitomy IP PBX can support any or all of these connectivity methods simultaneously or in any combination. Customers not quite ready to depend on VoIP providers for all of their business communications can start at their own pace and gain a comfort level, shifting to VoIP broadband providers at their own pace.

Benefits of VoIP technology include:

  • One Wiring System  The system uses a single wiring system for telephones and dataall data and voice are on Local Area Network (LAN) Category 5 wiring.
  • Web-based Administration  System administration is performed on the network through a Web-based administration program. The Web-Based Administration can be used locally or remotely from anywhere.
  • Remote Users  When calls are routed over the Internet, long distance charges can be avoided. In businesses with remote workers, these employees can stay logged into the office through a broadband connection at all times without incurring any additional charges. Remote users have all of the features of the local users. Remote users can be included in any ring groups, ACD (Automatic Call Distribution) Queues and other call routing schemes.
  • Centralized System Features  Every extension that is logged into the system is capable of receiving and originating calls. The use of system features such as voicemail, automated attendant and email are all centralized simplifying all support and maintenance.
  • Reduced Costs  VoIP system users can reduce cost in many areas of a business. VoIP telephony lowers the cost of support and maintenance costs, as well as, reducing telephony line costs by up to 50%.
  • Simplifies Administration  Moves, additions and changes are simple. The IPitomy IP PBX provides enhanced capabilities for users to make changes without incurring a service call.
  • Investment Protection  VoIP, and in particular, Session Initiation Protocol (SIP)-based VoIP products offer investment protection. The industry is rapidly moving toward Internet Protocol (IP) communications technologies. Older digital and analog technologies are becoming obsolete and are being replaced with IP-based products that will be around for a long time.

IPitomy IP PBX Features

Understanding the IPitomy IP PBX’s architecture and how it works will make installing the system simple.

The IPitomy IP PBX is an all-in-one business communications system. This powerful system includes a complete suite of business communication applications in one appliance:

  • Fully-featured Business Phone System
  • Automated Attendant and Interactive Voice Response (IVR)
  • Enhanced Call Distribution
  • Enhanced Voice Messaging System with Unified Messaging
  • Meet-me Conference Application
  • Built-in Music on Hold
  • Call Queuing for Inbound Calls
  • Find Me/Follow Me
  • Remote Extensions
  • Browser-based Administration
  • Branch Offices
  • Automatic Call Distribution (ACD)

The IPitomy IP PBX’s administration menus are a series of Web pages accessible from a Web browser. To the left of the Menu is a navigation bar that allows users to click on and administer each section of the system. Administration of the IPitomy IP PBX is simple and intuitive. The system is designed with six primary areas of functionality:

  • System  System setup consists of network configuration settings.
  • Providers  Providers are sources of PSTN and VoIP connectivity. Providers are the lines that handle all incoming and outgoing calls. All VoIP and traditional telephone providers are setup here. DID numbers are also entered here.
  • Destinations  Destinations are places where calls are routed in the system: extensions, groups of extensions, automated attendants, conferences, and voicemail.
  • Call Routing  These settings route inbound calls to specific destinations within the system, and send outbound calls over specific local, long distance, international, and emergency routes.
  • PBX Setup  These settings globally configure PBX timers, voice messaging, and other system features.
  • Reporting  These reports display system usage, monitor activity, and provide diagnostic information.


Feature
Description
===== Extensions ===== Extensions are telephones. A telephone can be an IP (SIP) telephone or a Softphone. Calls are routed to an extension where people answer them. In the IPitomy IP PBX, an extension can be located in an office or outside the office where a broadband connection is used.
===== Groups ===== Groups are a set of extensions. Once a group is created, extensions can be designated as members of the group. This is accomplished by selecting group members from a drop- down list. Calls can be routed to groups via inbound routing.
===== Menus (Automated Attendant) ===== To create an automated attendant use the system’s Menus feature. The Menus feature allows you to route calls to a destination in the system like a group, extension or another menu.

Call Destinations are selected from a drop-down list for each corresponding key-pad digit a caller must select to get to their chosen destination. A Menu must have a Menu Prompt. This is a recording that identifies for callers the destinations they may choose. For example, a Menu Prompt might offer callers the option to press “1” for Sales, “2” for Accounts Receivable or other digits for another department.

===== DTMF Menu Administration ===== New in version: 3.4.1 is DTMF Menu Administration. This feature allows the user to administer the Menu (Auto Attendant) remotely using just a telephone (with DTMF dial capability).
===== Advanced Routing Functions ===== When building an automated attendant (Menus) all routable destinations in the system will appear in the drop-down list. In addition to the destinations that are created while configuring the system, there are several advanced functions that can be used from the drop-down list.
===== Voicemail and Unified Messaging ===== When an extension is created, a voicemail box for that extension is also created. A voicemail box allows a caller to leave a message if a person is not available at the extension. When dialing into a mailbox for the first time, a user should record their name and a mailbox greeting. The name is used in the company’s dial-by-name directory when selected from the auto attendant (Menus). The greeting is played when they are not available to take a call and a caller reaches their mailbox.

If an email address is included in the Extension page, you can configure Unified Messaging and a copy of the voicemail message will be emailed as a .Wav file to the users email account. This message can then be listened to on a PC.

===== Directory ===== The system has a dial-by-name directory. This option may be part of the automated-attendant. When this option is selected, a caller dials the first three letters of the last / first name of the party they would like to reach. Names that match these three letters are played and the caller selects the extension to which they want to be transferred. Names are stated in the directory as they have been recorded by users in their voicemail box, and spelt out if they have not recorded their name.
===== Direct Inward Dialing (DID) Numbers ===== A Direct Inward Dialed (DID) number is a telephone number assigned by a service provider (i.e., T1 line, PRI or VoIP). DIDs allow direct routing of a call to a destination within the system. You can route to any destination available on the PBX.
===== Conferencing (Meet Me) ===== A Meet-me Conference is an extension on the system used for conference calls. Participants can access a conference by dialing the designated Meet-me Conference extension. Routing callers to a Meet-me Conference can be accomplished by using a DID, a menu, or simply transferring callers to the conference extension.
===== FollowMe ===== This feature allows the PBX to try and find users who are not at their desk. It can be configured to call their cell phones, house phones, or other extensions in the PBX. Once answered, the user can accept the call, or refuse it. Unhandled calls return to the PBX to leave a message at the original extension’s voicemail.
===== Forwarding Gateway ===== Mobility has become a part of everyday life for most people. System users need to be able to take calls anywhere. The IPitomy IP PBX has the ability to forward calls. Users can turn call forwarding “on” and “off” while in the office or away from the office by using a touch-tone key pad. This is set up in the edit Extensions page, but can be modified from any phone, including a cell phone. Modifying forward settings remotely requires the automated attendant (Menus) option to be programmed.
===== Cascading Message Notification ===== This feature works using the same methods as FollowMe, but pertains to voicemail messages. When configured, if an extension gets a new voicemail, you will be able to send the voicemail message to a variety of numbers (Destinations), define the order in which to send the message and can be set to make the system to notify you that a new message was received. Additionally, you can add or remove extensions to the list of recipients when a broadcast message is sent.
===== Voicemail Gateway ===== Using either a Menu or a DID, users can call in from any telephone and check messages. The voicemail gateway allows users to dial a pre-defined digit from a touch- tone key pad on any phone to retrieve their messages.
===== Branch Offices ===== Branch offices can be created to allow multiple PBXs to route calls to each other. Branch office extensions can be transferred to, placed in ring groups, or selected as menu destinations.
Table 1IP PBX Features


Getting Started

Boot UpSafe Power Down

Each IPitomy IP PBX is equipped with a Boot Up/Safe Power Down momentary button/switch at the front of the chassis. This switch is a primary element of controlling not only the hardware but the Operating System (OS) and PBX software. If it becomes necessary to use this button/switchespecially when powering downit is imperative that you read and understand the functionality of this switch.


IMPORTANT:

Use of this switch/button is very convenient and VERY specific.

Improper use can cause very undesirable results.
Use this button/switch by pressing and releasing immediately.


Legacy 1100
Legacy1200
PBX+ (1100/1200)
2000/5000
Behind Drive Access Door

The button/switch has three functions:

(Use 1 & 2 onlyunless directed to use the 3rd function by a technical support representative). Repeatedly turning off the power with a hard boot can damage (corrupt) the data on the hard drive. In some instances, this can void the warranty.


Use
Condition
Operation
1.
While the PBX is not operating… (power cord connected but not yet powered up OR previously, properly powered down) Press and release the button/switch to start PBX operation
2.
While the PBX is operating…

Shut down can take as long as 5 minutes. Please be patient.

Press AND Release the button/switch to initiate the safe power-down sequence. The PBX will shut-down all applications running in the proper sequenceensuring that no damage occurs to the database and applications during shut-down.
3.
While the PBX is NON-Responsive and all other methods to regain control of the OS and applications have failed. Press AND Hold the button/switch to FORCE immediate shut-down.

This is NOT recommended and should be avoided.

Connecting the System

Hardware Setup

The IPitomy IP PBX comes assembled and ready to install. The system requires some form of trunking, be it a connection to the PSTN for analog or T1 lines or a SIP trunk. It requires telephones to be connected to the local area network (LAN). Broadband access must be established for VoIP connectivity (allowing remote extensions , branch offices, remote management, and SIP trunks).


Connecting the Phone Lines

The IPitomy IP PBX is equipped to support analog, digital, gateway or SIP connections. Analog lines or a T1/PRI are connected with internal hardware resources. A gateway connects analog telephone lines by registering itself as a SIP provider over the LAN. SIP providers create a direct connection to the system.

INTERNAL ANALOG LINE CARDS

The IPitomy IP PBX uses three basic analog devices for PSTN connectivity.

Digium TDM04B Analog Line Card (4 PSTN line connections)  This analog line card supporting these connections is already installed and completely configured. Simply connect the phone lines to the RJ11 jacks at the rear of the IPitomy IP PBX and start making calls.

Digium TDM808B Analog Line Card (8 PSTN line connections)  This analog line card supporting these connections is already installed and completely configured. Simply connect the phone lines to the RJ11 jacks at the rear of the IPitomy IP PBX and start making calls.


IMPORTANT: The 4 and 8 PSTN line connections are a single pair, one line per jack. It may be necessary to echo tune the system. Please contact an IPitomy Technical Support personnel if you notice an echo on the line.

Digium 2404B 16 and 2406B 24 Analog Line Cards (16 or 24 PSTN line connections)  These lines are plugged into an Amphenol connector and need to be terminated in a cross connect, break-out box or patch panel. The Amphenol connector uses a single pair connection to each phone line.


(Diagram 4)


INTERNAL DIGITAL T1 CARDS

The IPitomy IP PBX uses two devises for digital connectivity.

Digium TE122P T1 Card (a single T1/E1/J1 connection)  This card supports industry standard telephony and data protocols, including both RBS and Primary Rate ISDN (PRI) protocol families for voice traffic. The card has a default configuration for the system, but this configuration may be adjusted based on preference. Plug the RJ45 connector into the T1 TDM source supplied by the T1 provider.

Digium TE205P T1 Card (a dual T1/E1/J1 connection)  This card supports industry standard telephony and data protocols, including both RBS and Primary Rate ISDN (PRI) protocol families for voice traffic. The card has a default configuration for the system, but this configuration may be adjusted based on preference. Plug up to two RJ45 connectors into the T1 TDM sources supplied by the T1 provider.


(Diagram 5)

Connecting Using an External Gateway

Gateways connect legacy phone equipment (PBXs, ACDs, voicemail systems, etc.) to modern VoIP systems and services. IPitomy supports many different communications protocols from both the modern world of VoIP and from the legacy PSTN. This makes it a powerful tool for building gateways and protocol converters.

PSTN lines can be connected to a Gateway device. The gateway device is connected to the LAN. The Gateway is then registered as a SIP provider in the system.


Connecting to a LAN

In order to be able to connect all of the devices (PCs, Phones, Gateways, etc) to their Local Area Network (LAN) you will most likely need to install at least one Switch.


Connecting Using SIP Providers

Once connected to the LAN, the LAN's broadband connection provides a pathway for SIP VoIP Providers. Use the SIP Provider pages to setup a connection.


Connecting Telephones

The following diagrams indicate the port locations on the IP120 and IP1500.


DATA and network CONFIGURATION

Planning before getting started will make the setup and installation of the IPitomy IP PBX simple. IPitomy has created the IPitomy Setup Worksheet to assist in recording business and system information used in planning system setup and installation. This Checklist can be downloaded from IPitomy.com in the Dealer Section of the Website.


IMPORTANT: Please contact your IPitomy Sales Representative to obtain a login information for the Dealer site at (941) 306-2200.

Setup Worksheet

The Setup Worksheet is broken out into sections where required data can be entered. Once all the information in the setup worksheet is populated, it can then be imported to the IPitomy system. This will save a great amount a setup/configuration time.


IMPORTANT: To take full advantage of the functionality in the setup worksheet, you will need to make sure that your Excel macro security is set to Medium or lower (you will need to restart Excel after changing these settings). I
Data Type
Description/Recommended Settings
Network Information You will need to know some basic information on the target network. Use this page to store all pertinent information regarding the sites LAN and WAN connection.
  • The type of data facilities you will be using for access to the Internet will dictate how much bandwidth is available for phone calls.
  • If you are going to use remote phones, SIP providers, or Branch Offices, you will need to have a fixed IP address.


User Data Use this page to gather and store information for the extensions and stand alone mailboxes on the PBX. This page allows you to export the extension information to another worksheet. Save this worksheet as a .csv file and you can import it directly into the PBX, saving you time.
  • Extension Numbersrequired
  • Namerequired
  • Email Address - required if the end user desires to use Unified Messaging
  • Devicesetting this in the worksheet will make your installation much easier when using autoprovisioning and IP550/IP120 phones
  • MAC Addressfor the most part this field can be left blank. If using Aastra phones, it may be more useful.

Voice mail only boxes may be created as well. You can print out a copy of this sheet and ask your customer to fill it in or provide them the spreadsheet to fill out.

Groups Use this page to gather and store information about ring groups. This will allow you to build the groups in the PBX much quicker at the time of install because everything has already been decided upon in advance.
Menus Building menus in the PBX will be much easier once you have completed the sections pertaining to Menus. In addition to the setting in the PBX, you will be able to have the end user write out the prompt scripts, ensuring that the key press destinations match the dialogue the callers will hear.
Unified Messaging Unified Messaging allows the PBX to send your voicemail messages directly to your email inbox. Use this section to log the end users email server information.
Telephone Lines If you know the telephone numbers for your telephone lines, it is good to have them all documented ahead of time. You may want to route calls based on a particular number or specific DID.
Music On Hold When a caller is place on hold, park, or is in Queue for a group of extensions, music may be played for them while they wait. The music on hold files can be uploaded to the system from your browser. The music on hold files need to be in MP3 format for IP1100+ systems, and 8bit 8Khz mono .wav file for the IP1000.
Licensing Most IPitomy systems come default with a license for 16 users/extensions. To activate the initial license, you must have a connection to the internet and a license key will be uploaded to the system. This is a security feature that protects the user for warranty coverage as well as against unauthorized use. Filling out the User Data page will automatically tell you how many extensions the system needs, at a minimum, to handle the desired users.
Branch Office This page will allow you to more accurately plan out an install that will have multiple sites connected via Branch Office. Using unique numbering for each PBX will allow for easier calling between sites.
The lightning bolt, found on the User Data section of the Setup Worksheet, accesses a macro that allows you to export the User Data information pertaining to extension to another worksheet. Once exported, you can save that worksheet as a .csv file, and then load it directly into the PBX.
Table 2Setup Worksheet Descriptions


Table 3Sample Exported .CSV Worksheet


CSV Upload

Once all the extension information has been exported to a .CSV file, you can import that file into the PBX.

STEPS:

  1. Navigate in the PBX to Destinations Extensions. The Extensions page appears.
  2. Select the BROWSE button at the top of the page. The File Upload window appears. Locate and select the file that you want to import then click the OPEN button.
  1. The CSV File field is updated with the source directory information for the file to be imported.
  1. Click the IMPORT button. The Create Extensions page appears displaying the information that is going to be imported.
  2. Review the information then select the CREATE button when you are done.
  1. The Create Extensions page will display the results of your import for each extension. You should see a “SUCCESS” message.
  2. Click on the Return to Extensions link that appears on the page. This brings you back to the Create Extensions page. Review the Extensions List and find the extension (s) you just created.
  3. Click on the Apply Changes link at the top of the page to make these changes live on the PBX. A message “Settings Applied” will appear.
  4. You are now ready to update the various settings for the new extension. (See the Destination Extensions section of this user guide for more details on Extensions).

Network Requirements

Making preparations for the network in advance will assure there are no surprises. If you are going to have remote extensions, you will need access to the router to setup a network address translation (NAT) and port forwarding.

A LAN with a broadband connection is required for operation of the system. It must be on a fast Ethernet (100baseT or better). The system must also use Ethernet data switches. The router can use DHCP or not, depending on preference. The IPitomy IP PBX requires a fixed IP on the router subnet. Several ports may need to be forwarded. Make sure your router has TCP/IP port range forwarding by checking the box or product guide. The router should have a fixed IP address with a public IP.

Pre-existing TFTP servers or DHCP servers broadcasting TFTP servers may cause conflicts for phone configuration. If you have a pre-existing TFTP server being broadcast by your DHCP server, please contact IPitomy support to determine the best solution.


Port Forwarding

The following table outlines the port forwarding information in the router that maps public IP addresses to internal IP addresses. Port forwarding must be configured to utilize features such as remote phones, SIP Providers, remote administration and branch office. IPitomy port forwarding requirements are specified below.


IMPORTANT: Please contact an IPitomy Technical Support Representative for assistance or additional information regarding how to configure port forwarding for the IP PBX system.

IP Addresses

To determine the IP address that can be used on the network, check the router or get this information from the Network Administrator. In many cases, this default IP address will be acceptable without any router configuration other than port forwarding (required for remote administration and remote telephones).


IMPORTANT: The IP PBX is required to have a fixed (static) IP address. The system comes with a default static IP address of 192.168.1.249/ippbx.

We recommend that you use this default IP address. Please contact IPitomy’s Technical Support Group if you need further assistance by email at support@ipitomy.com or phone 941-306-2200 option2, or visit our FAQ page at our website at www.ipitomy.com.

Changing the IP Address

If the default IP address does not match the network schema for your install, the PBX has a simple method for changing this information. The Network Console allows you to view and change settings without requiring an external web browser or any network connection.

STEPS:

  1. Plug a keyboard and monitor into the IP PBX.
  2. From this keyboard, press CTRL-ALT-F7
  3. Follow the instructions displayed on the page to configure the IPs for the PBX. The options used are as follows.
      • 1: Network TypeStatic or DHCP
      • 2: IP address
      • 3: Subnet Mask
      • 4: Default Gateway
      • 5: Static DNS
      • 6: Static DNS 2
      • 7: Static DNS 3
      • R: Refresh View
      • D: Default Settings
      • S: Save & Update
  1. Once all values have been configured to match the install network, choose S to save and update.

Note: For further details on using the Net Console, please refer to Appendix 6.


Service Providers

In order to provision the IPitomy IP PBX it is necessary to know the type of Service Providers being used. Carrier and SIP are the most common service providers. Carriers provide plain old telephone lines (POTS), T1s and PRI lines. SIP Providers route voice calls over the internet. This is called voice over internet protocol or VoIP. As part of the installation it will be important to know the:

  • Name of Providers
  • Type of Service Provided (i.e., POTS, T1,or SIP)
  • Phone Numbers Associated with the Service
  • Password and Login Information for SIP Service

You should always consider any previous historical data that you have from your existing system. Any past reports or spreadsheets which relate to the components being designed, should be considered as possible input when configuring your IP PBX system. We recommended that you record this information on the IPitomy Setup Worksheet.


System Administration

Administration Menu

IPitomy IP PBX’s online administration makes it simple to meet the demands of a frequently changing business. It is also designed to be quick to setup and install. The Administration Menu is located in the Navigation Bar to the left of the page.


IP PBX Administration Options

This menu contains the administration pages used to configure the system. The Administration Menu is divided into six sections. To navigate to an Administration Page click on the menu section and page to be changed.

  • System  System setup consists of network configuration settings.
  • Providers  Providers are sources of PSTN and VoIP connectivity. Providers are the lines that handle all incoming and outgoing calls. All VoIP providers will be setup here. DID numbers are also entered here.
  • Destinations  Destinations are extensions, groups of extensions, automated attendants (menus), conferences and voicemail. Destinations are places where calls get routed to in the system.
  • Call Routing  Routing sends callers to specific inbound destinations within the system, and routing outbound callers over specific outbound routes like local, long distance, international and emergency.
  • PBX Setup  System settings allow global configuration settings for system applications like PBX timers, voice messaging settings and music-on-hold.
  • Reporting  The system displays usage reports, diagnostic information and monitors system activity.

Administration Page Layout

Each online Administration web page contains the standard layout. The following section describes the features or links you will have access to on each page.


Link
Description
Title Bar The Title Bar at the top of each page displays the name of the section of the Administration Menu which is currently being edited.
Default Values When the system is installed it automatically registers default values in many of the administration fields. This simplifies the implementation process.
Advanced Link In several of the online administration features there is an Advanced link where the most sophisticated capabilities of the IPitomy IP PBX can be configured. If available (depending on applicable functions), the Advanced link will be located on the lower left side of each page.
About Us Link The About Us link is located at the bottom left corner of each page This link provides additional information about IPitomy.
Contact Us Link The Contact Us link is located at the bottom left corner of each page. This link will take you to the Contact Us page that provides you with important contact information for IPitomy Communications, LLC. The IPitomy team is never more than a call or email away. To contact an IPitomy team member, click on Contact Us in the lower left corner of the page.
Apply Changes To apply changes to the system you must click the Apply Changes button. Located in the top right corner of the page, this link globally applies changes to the system which is different than the Save Changes button that only saves changes to the current page.
Logout The Logout link located at the top right corner of the page allows you to logout of the Administration page and takes you back to the IP PBX Admin Login page.

Navigational Tools

The following section describes the navigation tools (buttons) that will allow you to perform various functions such as Add, Delete, Save or Update data within the Administration system. These buttons will appear where the functions are applicable to the type of data being created or modified.

Note: Depending on the page that is being displayed, the buttons/icons may be referred to (labeled) differently. This list describes the more commonly seen and used buttons/icons.


Button/Icons
Description
This button or icon allows you to expand or open the function to view more options.
This button or icon allows you to collapse or close the function.
This button or icon allows you to view the items from a drop down list.
This checkbox button or icon allows you to select or deselect the record for viewing or modifying, as well as to define if certain features are enabled.
This radio button or icon allows you to select or deselect (toggle) between options.
This pencil icon allows you to edit the current settings for a specific record (i.e. extensions or groups).
This pencil with a phone icon allows you to edit an extension’s current phone settings.
This down arrow icon allows you to download a file off of the system.
This “X” icon allows you to delete the item selected
This curved arrow icon allows you to restore a file to the system or in some cases, clear out voice messages.
The Add button allows you to create a new destination, provider, route, schedule, etc. For example, to add a new extension, click the Add button on the Extension Administration page. In some cases, the Add button will change (have a different label) depending on the function or page you are viewing or updating. For instance, the button may be displayed as , if you are on the Menus page.
Located in the bottom left corner of the screen, the Save Changes button executes all the changes made to the current page. This button must be pressed before leaving a page or changes will be lost.
Table 5Navigational Buttons and Links


An easy way to get the information that is required for a specific parameter or field is to mouse over it. A callout box with a description of the requirements or recommended settings will appear.


Login Page

Logging In

STEPS:

  1. From a web browser (ie. Firefox), enter the IP Address of the System Administration site.
  2. Using the Admin Login (left side), enter the username and password of the PBX. The default login information is:

Username = pbxadmin Password = ipitomy


IMPORTANT: Please contact IPitomy’s Technical Support Group if you need further assistance by email at support@ipitomy.com or phone 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.
  1. The PBX Administration screen appears. Now you can navigate around the PBX, configuring different features as needed.

Logging Out

STEPS:

  • You can logout of the PBX Administration page at anytime by clicking on the Logout link located on the top right corner of the screen.
  • The system logs out and returns you to the PBX Administration Login page.

System Networking

The IPitomy System Menu is for configuring network attributes. For example the IP address of the system and router information. The System Networking Setup Page allows you to define the Internet Setup for the system’s hardware. The system must operate using a static IP address; DHCP should only be used on the IPitomy IP PBX if the router is configured to assign a specific static DHCP address to the system.


The following table describes the fields and recommended settings for Networking Setup for the IP PBX system:


Field
Recommended Settings
IP Address Use the default address (192.168.1.249) of the IPitomy IP PBX or an address outside the range of existing IP addresses assigned by DHCP in the router.
Subnet Mask Leave the default setting for the Subnet Mask as (255.255.255.0). The subnet mask defines what traffic the PBX will listen and communicate to. A value of 255 means the octet in question needs to match exactly, while a value of 0 means the octet is not restricted at all. When the PBX is set to the default IP address, a subnet mask of 255.255.255.0 tells the system to communicate with any devices in the 192.168.1.xxx range.
Default Gateway The default gateway provided is 192.168.1.1. Though this default is a common router IP, every network is different. Enter the IP address of the router handling their Internet connection here.
Static DNS Enter the DNS IP address being used on the network. If a default DNS IP address is not provided by the router it can be obtained from the network’s Internet Service Provider.
Static DNS2 Enter the DNS IP address being used on the network. If a default DNS IP address is not provided by the router it can be obtained from the network’s Internet Service Provider.
Static DNS3 Enter the DNS IP address being used on the network. If a default DNS IP address is not provided by the router it can be obtained from the network’s Internet Service Provider.
Table 6Network Setting Descriptions

TCP/IP Settings Section

Edit TCP/IP Default Settings

STEPS:

  1. Navigate to System Networking. The TCP/IP Settings page appears displaying the default values for the following setting:
  • IP Address
  • Subnet Mask
  • Default Gateway
  • Static DNS
  1. Click on the IP Address field. Enter the IP address for the Router. Use the default address (192.168.1.249) of the IPitomy IP PBX or an address outside the range of existing IP addresses assigned by DHCP in the router Enter the desired IP Address. See Table above for recommended settings.
  2. Click on the Subnet Mask field. Leave the default setting for the Subnet Mask as (255.255.255.0). See Table above for recommended settings.
  3. Click on the Default Gateway field. Change the default Gateway value to the desired target network. See Table above for recommended settings.
  4. Click on the Static DNS field. Change the default DNS value to the desired target network. See Table above for recommended settings.
  5. Repeat step 5 to set the remaining DNS values, if necessary.
  6. Click on the button
  7. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Access Control (PBX Access)

The Access Control page is comprised of 3 sub-pages; Host Access, Web Server, and Access Control List. Each is accessible from the buttons at the top of the page and pertains a different method of controlling access to the PBX.

Host Access

This feature allows you to limit access to special services on the PBX. An “allow from” entry is a list of one or more host names, host addresses, patterns or wildcards that will be matched against the client host name or address. List elements should be separated by blanks and/or commas.


Note: The parameter for the IP PBX Host Access is pre-configured per the manufacturer’s specifications. We recommend that you do not change this configuration value.


The following table describes the features and functions available on the Host Access page:


Fields/Buttons
Description
Delete Selected Items This button allows you to delete multiple services at a time.
Load Factory Defaults This button will set the PBX back to the default Host Access settings.



Add a New Item This section is where you would add new rules for accessing special services on the PBX
Table 7Network Features and Descriptions


IMPORTANT: Changes to the Host Access List are installed immediately. They are database independent so custom changes do not migrate from one box to another via a database backup file.

Please contact IPitomy’s Technical Support Group if you think you need to modify these settings. Email via support@ipitomy.com or phone at 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.

Web Server Configuration

This feature allows you to define which IPs and/or domains can access the web server, as well as restart the Web Server. In order for changes to this list to take effect, you must Restart the Web Server.

The parameter for the IP PBX Web Server is pre-configured per the manufacturer’s specifications. We recommend that you do not change this configuration.


Figure 18Web Server Configuration Page


Feature
Description
Restart Web Server This feature allows you to restart the web server so that changes made that impact server components can be applied.

Note: Restarting the server will not interrupt phone service. A reboot of the PBX system will also apply changes made to other attributes.

Allow Access From Defines the networks and/or domains that are allowed to access the PBX. The “Allow” format may be:
  • Domain name
  • Full IP address
  • Partial IP address
  • Network / netmask pair
  • Network / CIDR specification


Delete Selected Items This button allows you to delete multiple services at a time.
Load Factory Defaults This button will set the PBX back to the default Web Server settings.



Add a New Item This section is where you would add new rules for accessing the Web Server
IMPORTANT: Changes to the Web Server Access List are preconfigured. They are database independent so custom changes do not migrate from one box to another via a database backup file.

Please contact IPitomy’s Technical Support Group if you think you need to modify these settings. Email via support@ipitomy.com or phone at 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.

Add New Permission

STEPS:

  1. Navigate to System Access Control
  2. Click on the Web Server button located at the top of the page. The Web Server Configuration page appears.
  3. In the Add a New Item section, enter the network or domain you want to allow to access the PBX web server
  4. Click the ADD button.
  5. The new permission rule will be displayed under Allow Access From window above
  6. Click on the Restart Web Server button.
  7. Click OK when prompted to confirm you wish to restart the Web Server
  1. A “Please Standby” message appears. Once the reboot process is completed you will be returned to the Web Server Configuration page.

Load Factory Default

This feature allows you to restore the manufacturer’s factory default settings. It will restore the settings to the factory recommended defaults.


STEPS:

  1. From the Web Server page, click Load Factory Default button. This will return or restores the Allow Access From list back to the manufacturer’s default setting.
  2. Once the changes applied, you will need to restart the web server. Please refer to the Restart Web Server topic of this user guide for steps on how to restart the server.
  3. Click on the Restart Web Server button.
  4. Click OK when prompted to confirm you wish to restart the Web Server
  1. A “Please Standby” message appears. Once the reboot process is completed you will be returned to the Web Server Configuration page.

Access Control List

The Access Control List defines what networks different PBX features are permitted to communicate with.


The following table outlines the parameters and descriptions for the Access Control List.


Feature
Description
Service Displays the name of configured services. Typical services on the PBX are:

SIP - Used for Calls

Call Manager - Used for Desktop Call Manager

TFTPUsed by phones to pull down config and firmware files

Ports Displays the ports that were defined for a particular service.

SIP5060

Call Manager5048

TFTP - 69

Rules Displays the rules that were configured for a particular service.

Deny ListAccepts all traffic, unless specifically definedAllow ListDenies all traffic, unless specifically defined

Table 9Access Control List Definitions


Load Recommended Default

This is the recommended method to set the Access Control List to the typically used settings.

STEPS:

  1. Navigate to PBX SetupSIP
  2. Set the LocalNet to match the network the PBX is installed on, Save, and Apply Changes
  3. Navigate to the Access Control List page, click Load Recommended Default button. This will create default rules allowing the PBX to communicate to devices on the LocalNet in regards to SIP, Call Manager, and TFTP
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Add New Service

The following table outlines the parameters and descriptions required for adding a new service.


Feature
Description
Service Name This is the name of the new service and will populate the Service drop-down list in the Add New Rule section.
Service Transport This is the service type that will be used to transport the message. The options are Both, TCP or UDP.

SIP and RTP traffic both occur on UDP, TFTP traffic is UDP, and Call Manager traffic is TCP. Any other rules created would need to be configured for the protocol used by this service.

Service Ports This is the port information that is associated with the host. You can enter a single or range of ports that will be used for this service. SIP uses 5060, Call Manager uses 5048, and TFTP uses 69. Other services must be configured to use the appropriate ports.
Service Policy This is the umbrella rule for the service, which will be further defined under Add New Rules. The options are:

Deny List; ACCEPT ALL EXCEPT rule will apply. This will allow all traffic on the defined port, allowing you to configure a list of Denied IP addresses.

Allow List: DROP ALL EXCEPT rule will apply. This will block all traffic on the defined port, allowing you to configure a list of Allowed IP addresses.

The following outlines the steps to add a new service in the PBX system.

STEPS:

  1. Navigate to SystemAccess Control
  2. Click on the Access Control List button, The Access Control List page appears.
  3. From the Add New Service section, enter a Name, and select the appropriate Transport Protocol, Ports, and Policy; then click the Create Service button.
  4. The new service and its associated values will be displayed in the Service listing.
  5. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

The following table outlines the parameters and descriptions required for adding a new rule.


Feature
Description
Service This drop-down list is populated when a new services is added. This is done in the Add New Service section.
Host(s) This is the IP Address, Domain Name or URL of the host.
Table 11Add New Rule Settings and Descriptions


Add New Rule

The following outlines the steps to add a new rule for Services in the PBX system.

STEPS:

  1. Navigate to SystemAccess Control, click on the Access Control List button, the Access Control List appears.
  2. From the Add New Rule section, select the Service type from the drop-down list.
  3. Enter the Host/s to be allowed/denied by the service
  4. Click the Create Rule button.
  5. The new rule is added and will be displayed in the rules list.
  6. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database. .

Delete Rules or Services

The following outlines the steps to delete existing rules or services.

STEPS:

  1. From the Service section of the PBX AccessAccess Control List page, find the service or rule that you want to delete.
  2. Click on icon to the left of either the service or rule. The selected item is removed from the list.
  3. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Providers

Providers are telephone lines, VoIP providers and other telecommunication resources. This section of the system’s online administration is where these provider resources are configured. The PBX system is equipped to handle two types of provider setting’s Hardware Trunks and SIP Providers.


Hardware Trunks

Hardware trunks are associated with telephone lines that connect to the PSTN. These lines process inbound and outbound communication traffic that flows over communication channels. For example, a T1 can be a trunk resource that has multiple lines and multiple Direct Inward Dialed (DID) numbers. These individual numbers can be routed to different destinations within the system.


Connection Types

The IP PBX is equipped to support an assortment of hardware cards as discussed earlier. Depending on which card you have, the PBX can integrate with analog lines, T1, or PRI.

Provisioning a New Hardware Trunk Group

Provisioning a hardware trunk defines how the system works with the provider equipment, tells the system what phone numbers are associated with the trunk, and establishes rules for the system to follow when processing incoming and outgoing calls through this physical network connection.


The following table describes the fields and functions available on the Hardware Trunks Provider Configuration page.


Section
Description
Configuration Section
Slot Defines which physical PCI slot the card is connected to.
Channels This indicates whether the card has channels configured. Using the mouse to hover over this field will provide you with the number of channels at are set for this card.
Model This is the model or type of card.
This button changes the card set in the database for the adjacent slot. The change is immediate and will delete trunks associated with another card in the same slot.
Selecting this button will take you to the Channel Group Parameters Card Configuration page, where you can create a channel group.
Channel Groups Section
Name The name associated with this channel group.
Channels The number of channels that have been assigned.
Card The card number associated with the channel group.
Action - Clicking on the pencil icon allows you edit the settings for the selected channel group.
  • - Clicking on the “X” icon allows you to delete/remove the selected channel group.

NOTE: You must delete channels from outbound routes in order to delete them.

T-1 Span Configuration
Span Should automatically set to the appropriate span in regards to the cards that are installed in the PBX.
Timing Set per your providers instructions, “0” (zero) would be the PBX provides timing, “1” would be the timing is provided by the Provider.
LBO Line Build Out, set per your providers instructions.
Framing Set per your provider’s instructions.
Coding Set per your provider’s instructions.
PRI Check if the trunk is a PRI, leave blank if the trunk is a standard T-1.
T-1 PRI Configuration
Span Should automatically set to the appropriate span in regards to the cards that are installed in the PBX.
Switch Type Defines what type of equipment the PBX is communicating with. Set per your provider’s instructions.
Reset Interval Set per your provider’s instructions.
Dialplan Set per your provider’s instructions.
Indication Set per your provider’s instructions.
D Channel Set to 24.
USB Device Browser
Slot Should automatically set to the appropriate slot that corresponds to the USB slot the device is connected to.
Hardware Functions
Restart USB Devices & PBX Services This button will restart USB devices and PBX Services.
Table 12Hardware Trunk Provider Settings and Descriptions


The following section outlines how to setup the parameters for hardware trunks.

Configuring Hardware Trunks

STEPS:

  1. Navigate to ProvidersHardware Trunks. The Hardware Trunk (Providers) page appears. The hardware trunks and their values that have already been provisioned will be displayed.
  2. The system will allow configuring of up to 2 cards that interface with analog or T-1 devices. Select the card models installed in your IP PBX individually and click Set button for each card in order to tell the system which cards you have.
  3. Once you have set the card, click the Add Lines button to the right of the corresponding card to define line/channel/trunk groups associated with that card. The Edit Hardware Provider page appears.
  1. Edit the necessary parameters. Required fields are: Group Name, Signalling Type, Start Channel, and End Channel. The rest of the fields can be configured as needed, or left at their defaults. (refer to the table below for descriptions and recommended settings)
  2. Click on the button.
  3. Click the Apply Changes link located on the right hand corner of the page to commit the changes to the database.
  4. Once the changes are applied, navigate to the Hardware Providers page and click the Restart USB and PBX Services button.

The following table describes the fields and parameters available on the Add/Edit Hardware Provider Configuration page:


Section/Field
Description
Channel Group Parameters Card 1
Group Name This is the name for the groups of channels you want to create. This Group Name will be associated with the line/channel group.
Signaling Type This is the type of signaling used for these channels/lines. Recommendation and default settings are listed below:
  • Analog lines should be set to fxs_ks.
  • T-1 lines should be set to fxs_ls or em_w
  • T-1 PRI lines should be set to pri_cpe.


Generate Ringing on Outbound Calls? This should only be checked if the telephone company is not providing ringing. Default this is disabled.
Answer Incoming? This indicates whether the system should answer incoming calls on these lines/channels. The default value is Yes.
Start & End Channel Used to define the Start and End channel for this group on the associated card. If you would like a 1 channel group set the start and end channel to the same value (i.e. Start=1 and End=1).


IMPORTANT: If you wish to address analog lines individually you must build multiple single channel groups. T1 and PRI can be grouped with multiple channels and routed via DID.


Allow Caller to transfer outbound call? This indicates whether the system will allow user to transfer a call they origninated that has been connected to the PSTN. Default this is disabled.
Answer After If the system is configured to answer incoming calls, this defines how many seconds to wait before answering the call. At times this field needs to be tweaked to ensure consistent CID. Default this is set to 0.
Dial Prefix Digits defined here will be dialed out the trunk ahead of the digits dialed by the user. This would be required if your provider needs a 9 or some other digit to dial outbound. Analog trunks might need a one second pause which is denoted by a lowercase w. Default this is blank.
Allow Call Recording? This setting toggles the ability to record calls on this trunk. Default this is disabled.
Ext CID Override? This setting allows the users to set an alternate caller ID under their extension that will override the outgoing caller ID. If this is enabled, then this allows extension caller id override capabilities. Default this is disabled.


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Restrict CID Override? This setting is used to limit an extension’s ability to override Caller ID (CID). If enabled, this allows extension CID Override only for the phone numbers defined for this provider. Default this is disabled.
Use Caller ID This setting indicates whether the system should attempt to detect caller id on the lines/channels in this group. Default this is set to Yes.
Echo Cancellation This allows you to configure the Echo Cancel parameter. By default this is set to Yes (128) which will work in most scenarios. Adjustments can be made as needed.
RX Gain This allows you to set or adjust the gain on sound received from these lines/channels. Typically these settings don’t need to be changed from default settings, unless there are issues relating to the volume on the calls. (This setting is in decibels so 3.0 = 100% increases in volume). Default this is set to 0.0.
TX Gain This allows you to set or adjust the gain on sound transmitted to these lines/channels. Typically these settings don’t need to be changed from default settings, unless there are issues with the volume on the calls. (This setting is in decibles so 3.0 = 100% increases in volume). Default this is set to 0.0.
Inbound Caller ID This is the name of the Caller ID of the inbound calls on this trunk. If set to the system default “asreceived', the calls will capture the Caller ID information sent over the incoming lines. Otherwise you can override the name and number that appears to those receiving calls on the corresponding channels.


IMPORTANT: If you need to change this parameter, we recommend that you contact IPitomy’s Technical Support Group at (941) 306-2200 for the proper syntax or additional information.


Echo Cancellation Bridged This allows you to enable or disable the Echo Cancellation Bridge parameter on calls routed internally across the network. Set this parameter to”YES” (enable) if you want echo cancellation on calls that are bridged from one port to another on the network. Default this is set to No.
Busy Detect By default, this is set to YES and 8. This allows you to enable/disable and set the number of busy signals the system will detect before disconnecting from the call (hanging up). Set the parameter to “YES” if you want the PBX to hang up after it detects a busy signal.

The number field is the number of busy tones the system must detect before it disconnects from the call (hangs up).

Outbound Caller ID Name Any values entered here will display as the Outbound CID Name when making calls out this trunk. If this is left blank, the name displayed on outbound calls will match what is registered with the provider. Blank by default.


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Outbound Caller ID Number Any numbers entered here will display as the Outbound CID number when making calls out this trunk. If this is left blank, the number displayed on outbound calls will match what is registered with the provider. Blank by default.


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Echo Training This parameter is used to adjust the time spent training the echo cancellation algorithm before a call is picked up. The length of time is set in milliseconds (ms), and is set to 800 by default.
Route Calls to This is the default destination for the trunk. A destination is where calls from this provider will be routed to, unless a specific Direct Inward Dial (DID) is indicated. A typical destination is defined as a Menu, Extension, Schedule, Voicemail, or a Ring Group. This can also be set under the Incoming Routing page.
Relax DTMF (Detection) This allows you to turn On/Off the Relax DTMF detection. Enabling this setting allows the line/channels to be more permissive of tone lengths and result in over detecting. By default this is set to No.


IMPORTANT: We recommend that this parameter is set to NO unless you are having issues. Please contact IPitomy’s Technical Support Group for assistance or more information.


DTMF Tone Duration This allows you to set the DTMF tone duration in milliseconds (ms) for generated tones generated by calls bridged to SIP devices. Default value of 300.
Use Inbound CoS This allows you to enable/disable inbound routing and provides the dial plan that corresponds to the outbound routes in this Class of Service (CoS). This is Off by default.


IMPORTANT: Use this only if you intend to provide PSTN connectivity to 3rd party equipment. Please contact IPitomy’s Technical Support Group for assistance or more information.


Phone Numbers On a T1 or PRI, this is where you would configure any DID information. Only numbers or a + should be entered for a DID. Once configured, you can define a different inbound destination for each number, allowing you to route calls to separate places. Contact your provider to find out if they are sending 4, 7, or 10 digits inbound for the DID.
Table 13Hardware Provider Configuration Settings and Descriptions

Add Phone Numbers to Hardware Provider

Once all the destinations are created, they will appear in a drop-down list and can be selected for updating.

STEPS:

If a DID destination is set to NONE, it will route to the default location for the trunk itself.


  1. From Channel Groups section of the Hardware Provider page, click the icon to the right of the name you want to modify. The Edit Hardware Providers page appears.
  2. The hardware trunks and their values that have already been provisioned will be displayed. Scroll down the page to the Phone Numbers section. Enter the phone number that you want to add then click the ADD button. You can also copy and paste a list in. The list should be separated by newline characters.
  3. The phone number entered will appear in the drop-down list to the right of the ADD button. The numbers will be listed in sequential order.
  4. Click on the button to save the changes to the system.
  5. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Remove Phone Numbers from Hardware Provider

STEPS:

  1. From Channel Groups section of the Hardware Provider page, click the icon to the right of the name you want to modify. The Edit Hardware Providers page appears.
  2. Scroll down the page and click on the field to the left of the REMOVE button. Scroll through the drop-down list to find the phone number that you want to remove.
  3. Click on the desired phone number. Click on the REMOVE button to the right of the list. The phone number is deleted and will not appear in the drop-down list.

Use the CTRL or SHIFT button to select multiple or a range of extensions from the list.

  1. Click on the button to save the changes to the system.
  2. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Provisioning SIP Providers

SIP Providers are VoIP service provider accounts or other SIP-based devices that provide PSTN connectivity. SIP provider accounts can have multiple phone numbers or Direct Inward Dialing numbers (DIDs). The individual numbers can be routed to different destinations within the system as DIDs.


IMPORTANT: SIP Providers settings vary widely. To simplify the provisioning process, we recommend that you ask the provider for a sample Asterisk configuration. Please contact IPitomy’s Technical Support Group for assistance.

The following table describes the fields and functions available on the SIP Provider Configuration page:


Sections/Fields
Description
SIP Provider Section
Name Name assigned to the SIP Provider. If given a username, this needs to match that field.
User Type User type of the associated SIP Provider. This can be User, Friend, or Peer.
DTMF Mode DTMF tone for the trunk. This can be Inband, rfc2833, info, or auto.
RFC2833 Compensate This advanced feature is sometimes necessary when using RFC2833 is problematic or if the SIP provider has indicated that it is required.
Host The domain or IP address associated with the SIP host.
Port If your SIP provider requires registration on a port other than the default 5060, set this field to Custom and enter that port value; otherwise set to Default.

NOTE: Be sure to forward this alternate port in your router or the traffic will not be passed through.

Register Registration option for the SIP Provider.
  • YES = Automatically generates based upon provided settings
  • NO = Doesn’t require authentication from the SIP Provider
  • CUSTOM =Allows for any special authentication rules required from the SIP Provider


Authentication Authentication (previously “Authorization”) requirements for the SIP Provider.
  • YES = Automatically generates based upon provided settings
  • NO = Doesn’t require authentication from the SIP Provider
  • CUSTOM =Allows for any special authentication rules required from the SIP Provider


Authorized User Some providers require a different Authorization User Name than the Username provided. The sample asterisk configuration from your provider will let you know if this field needs to be set to Custom; otherwise set to Default.
From User The sample asterisk configuration from your provider will let you know if this field needs to be set to Custom; otherwise set as Default.
From Domain This parameter is rarely used and if needed, the SIP Domain information can be obtained from your SIP Provider
Realm If your provider requires you to set the Realm to something other than asterisk, set to Custom and enter the realm given; otherwise this can be set to Default.
Outbound Proxy Enable if the SIP Provider requires you to provide a different outbound IP address, otherwise leave as Default.
Username Username used for Registration and Authentication.
Secret The password used for SIP Registration and Authentication.
Inbound Caller ID This parameter should be left blank to display incoming caller ID as received. Otherwise you can override the name and number that appears to those receiving calls on the corresponding channels.


IMPORTANT: If you need to configure the system in a different way, please contact IPitomy’s Technical Support Group for assistance and the proper syntax needed.

Contact us via phone at 941-306-2200 option 2 or via email at support@ipitomy.com. Additional information can be found at faq.ipitomy.com.


Outbound Caller ID Name Enter an outbound Caller ID name that will override the Caller ID name that is displayed on outgoing calls through this provider.


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Outbound Caller ID Number Enter the Caller ID number that will override on outgoing calls through this provider..


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Call Limit Set to match the number of concurrent calls allowed by the SIP trunk. (Usually consistent with SIP provider subscription limit.)
Qualify This is the number of milliseconds (ms) the system should wait before checking to see if the SIP provider is available. Check with your provider to see what value this should be set to. Typically this can be left at the default value of 30000.
Default Destination This is where all inbound calls will be routed to, unless a different specific destination is designated for DIDs on an individual basis.
Dial Prefix Set this parameter only if the SIP Provider requires it.
Area Code This parameter is obsolete and will be removed in future releases.
Generate Ringing On Outbound Calls This parameter should only be enabled (checked) if ringing is not provided by the SIP Provider.
Allow Outbound Caller to transfer Enabling this parameter allows a user to transfer a call that they originated on this trunk. Default is disabled.
Allow Call Recording If enabled (checked), this parameter allows calls to be recorded.
Ext CID Override If enabled (checked), this parameter allow the users to set an alternate caller ID under their extension that will override the outgoing Caller ID. Default is disabled.


IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk


Restrict CID Override? This setting is used to limit an extension’s ability to override Caller ID (CID). If enabled, this allows extension CID Override only for the phone numbers defined for this provider. Default this is disabled.
Can Reinvite This parameter allows a mechanism to reconnecting calls midstream.
  • YES = if the phone type allows the re-invite feature
  • NO = if the phone type does not allow the re-invite feature
  • N/A = accepts the system wide default defined under PBX SetupSIPAdvanced. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.


Send Remote Party ID Usually not required. Leave on “N/A” unless advised differently by tech support.
Trust Remote Party ID Usually not required. Leave on “N/A” unless advised differently by tech support.
Insecure This parameter allows you to specify how to handle connections with peers. Explanation of the different options available on the drop-down list are:
  • PORT = Ignore the port number where authentication came from.
  • INVITE = Do not require the initial invite to authenticate.
  • PORT+INVITE = Do not require initial invite to authenticate and ignore the port where the request came from.
  • YESTo match a peer based by IP Address only and not the port.
  • VERYTo allow registered hosts to call without re-authenticating.


Allow Codecs Encodes a stream or signal for transmission. Select which codecs will be enabled for this provider. Can typically be left to defaults.
Phone Numbers Section
Phone Numbers This is where you would configure any DID information. Only numbers or a + should be entered for a DID. Once configured, you can define a different inbound destination for each number, allowing you to route calls to separate places. Contact your provider to find out if they are sending 4, 7, or 10 digits inbound for the DID.

Add New SIP Provider

The following section outlines the steps to add a new SIP Provider in the PBX system.

STEPS:

  1. Click ProvidersSIP Providers. The SIP Providers page appears.
  2. Click on the button. The Edit SIP Provider page is displayed.
  3. Configure the pertinent fields per your SIP Providers instructions. See the table above for descriptions.
  4. Click on the button.
  5. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Add Phone Numbers

The following section outlines the steps to Add phone numbers to the SIP Provider.

STEPS:

  1. Click ProvidersSIP Providers. The SIP Providers page appears.
  2. From the SIP Providers page, select the SIP provider link (under the Name field) or the icon to the left of the provider you want to modify. The Edit SIP Providers page appears.
  3. Scroll down to the Phone Numbers section of the page. Enter the phone number in the box above the ADD button then click ADD. The number enter will appear in the list to the right of the box.
  4. To add multiple phone numbers at one time, press the ENTER key to move to the next space on the list then enter the number. Click on the ADD button and all the numbers will appear in the list box (on the right). You can also copy and paste a list in. The list should be separated by newline characters.
  5. Click on the button, once all the numbers have been added, to save the changes.
  6. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Remove Phone Numbers

The following section outlines the steps to remove phone numbers from the SIP Provider.

STEPS:

  1. Click ProvidersSIP Providers. The SIP Providers page appears.
  2. From the SIP Providers page, select the SIP provider link (under the Name field) or the icon to the left of the provider you want to modify. The Edit SIP Providers page appears.
  3. Scroll down to the Phone Numbers section of the page. Select the number that you want to remove from the list then click the REMOVE button. The number enter will be deleted from the list.
  4. To remove multiple phone numbers, hold down the SHIFT key to select the numbers in sequence or the CTRL key to select in random order. Click the REMOVE button to delete the numbers selected.
  5. Click on the button, to save the changes.
  6. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Set Destination

The following section outlines the steps to set a Destination for DID phone numbers.

STEPS:

  1. Click ProvidersSIP Providers. The SIP Providers page appears.
  2. From the SIP Providers page, select the SIP provider link (under the Name field) or the icon to the left of the provider you want to modify. The Edit SIP Providers page appears.
  3. Scroll down to the Phone Numbers section of the page. Select the number that you want to assign a destination. Select the desired Destination from the drop-down list then click the SET button.
  4. To assign the same destination to multiple phone numbers, hold down the SHIFT key to select the numbers in sequence or the CTRL key to select in random order. Click the desired Destination from the drop-down list the click SET button. You can also set the destinations under Call RoutingOutgoing.
  5. Click on the button, to save the changes.
  6. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Delete SIP Provider

The following section outlines the steps to DELETE a SIP Provider in the PBX system.


IMPORTANT: You must remove all instances of the SIP provider from any outbound dialing routes before you can delete it.

STEPS:

  1. Click ProvidersSIP Providers. The SIP Providers page appears.
  2. From the SIP Providers page, icon to the left of the provider you want to delete. The SIP provider will be removed and will no longer appear on the list.
  3. Click on the button, to save the changes.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Destinations

Destinations are the various places that a call can be routed to within the system. The destinations drop-down list is populated as destinations are added to the system. During system implementation, if destinations are populated first it is easier to provision the hardware trunks because all of the destinations will be available in the drop down menu. These system destinations should be obtained in advance to simplify the setup process. In most cases, there will be a menu to setup for an automated attendant. There will also be business hours to setup. We recommend that you use the IPitomy Setup Worksheet to help you gather and organize the necessary provisioning information prior to installation (see the figure below). The Setup Worksheet can be found on IPitomy’s website.

(Please refer to the “Installation Worksheet” section of this user guide for details on how to use the Setup Worksheet).


  • Extensions: are individual extensions assigned to a telephone. When an extension is created, a voicemail box is also created. This voicemail box is automatically the destination for an extension call which exceeds its ring time.
  • Groups: are groups of extensions that can have different ringing strategies and can be routed from any trunk, another destination or dialed from an extension.
  • Menus: are used for creating automated attendant menus to route callers to different destinations within the system. The voice prompt can also be used to play information like driving directions.
  • Conference Rooms: allow multiple users to participate in the same call. Callers can be routed to a Conference via; direct dialing, through a DID, using an automated attendant or transferred by a person.
  • Voicemail Boxes: are where callers leave a message when someone is not available at an extension. Voicemail boxes that are created separate from extensions can be used to route callers after hours or as an overflow destination. Note that in the current implementation Voicemail Boxes without an extension cannot be dialed with only the voicemail box number. You can enter as one leaving a message by dialing *+ box number or you can check the messages by going through the voicemail gateway or dialing 924.
  • Schedules: route callers to different destinations in the organization during specified times and dates.
  • Branch Office: connections provide broadband access to other branch locations by dialing a short access code followed by the extension number. Branch Extensions can also be defined as part of a branch office. These are remote extensions that can be dialed directly as though they were local extensions on your PBX. Branch Extensions also appear in drop down boxes for routing calls to specific destinations.

Extensions

Extensions define where specific people or departments can be reached in an organization. They should be setup first in the system. The following is a list of the various settings/parameters that will can be updated for each extension. The parameters you configure for the extensions will vary based on the customer’s general business practices.


  • General Settings
  • Forwarding Settings
  • Advanced Network Settings
  • Advanced Voicemail Settings
  • Advanced Allow Codecs Settings
  • Advanced Calling Permissions
  • Advanced Follow-Me

Add/Import Tab

The Add/Import tab allows you to create new extensions or edit existing extensions.


Use the Setup Worksheet to upload the CSV file and automatically create the Extension information. Please refer to the Setup Worksheet section of this guide for details.


Sections/Fields
Description
Extension Name This is the name of the person that the extension will be assigned to (using this device).
Email Address This is the user’s email address (optional)
Ext. # The extension number that is assigned to this device.
Device Type This is the type of device that will be using this extension (i.e. IP550).
MAC This is the MAC ID of the device (optional).
AutoNumber/Start At Selecting this option allows you to automatically number the extensions that you need to add. To use this feature, simply enter the extension number you want to start with then select (place a checkmark) the AutoNumber option.
Table 15Create Extension Fields and Descriptions

Add/Create Extensions

This section describes in detail how to create a new extension.

STEPS:

  1. From any page of the PBX Admin system, click on the button next to the Destinations link to expand the menu. The Destination menu opens and displays the options available.
  2. Click on the Extensions link. The Extensions page opens and displays a listing of extensions (if ones already exists).
  3. Click on the box to the left of the Extensions field. This value defaults to “10”. Enter the number of extensions you want to add and then click the ADD button.
  4. The Create Extensions page appears displaying the number of rows that was specified. Enter information for the extension in these fields. See table above for details.

You can have the system automatically number the extensions you want to create by clicking the AutoNumber checkbox located on the top left hand corner of the Create Extensions page.

  1. Click on the CREATE button when all the extension information you want to create is entered. The system responds with a message indicating the results of adding the new extension(s). You should see a “SUCCESS” message.
  2. If there is an error, you will see an “ERROR” indicated under the Results field. An error is typically due to an extension number that is being duplicated (already existing in the system). Make the necessary adjustments to correct the error then click the CREATE button.
  3. Click on the button, to save the changes.
  4. Select the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Search Tab

This tab allows the user to search the extensions for keywords in the fields: Class of Service, Departments, Name, Numbers, CID Names, CID Numbers, Email, or Status .This section describes in detail how to search for existing extensions.


The following table describes the types of search parameters the system will perform.


Sections/Fields
Description
Class of Service This is the class of service that is assigned to the extension(s).
Departments This is the department that is assigned to the extension(s).
Names This is the name of the user assigned to the extension(s).
Numbers This is the extension number.
CID Names The caller ID name that is associated with the extension(s).
CID Numbers This is the caller ID number that is associated with the extension(s).
Emails Email address that is associated with the extension(s).
Status This is the status of the extension(s).
Match Search Filter Exactindicates that you want the search to match exactly as the search criteria that is entered.

Partialindicates that you want to partially match the search criteria entered.

Search Extension

This section describes how to search for extensions.

STEPS:

  1. From the Extensions page, click the Search Tab. The list of extensions that are in the system appears with search options at the top section of the page.
  2. Click the drop-down arrow icon next to the Class of Service list.

Select the desired search criteria then enter the parameters in the box to the right of the list then click the Search button. If the system finds any extensions matching your search parameter, it will display the information in the extensions window.

If the field is left blank, the system will bring all the extensions.

View Tab (Extensions)

This tab allows the user to sort the display of extensions by Phone Model. Once sorted, phone key settings can be mass edited for phones of the same model. This section describes in detail how to view existing extensions.


Edit or View Extension

This section describes in detail how to view or edit extension details.

STEPS:

  1. Navigate to the DestinationsExtensions page.
  2. Select the or the icon to the right of the extension name you want to view or edit. The pencil edits the PBX settings and the pencil with the handset behind it edits the Phone settings.
  3. The Edit Extensions page displays with setting details for the extension.
  4. Make the necessary changes to the extension.
  5. Click on the button to save the changes.
  6. Click the Apply Changes link located at the right hand corner of the top of the page, to commit the changes to the database.

You can edit multiple extensions by selecting (placing a checkmark in the box next to extension name). Only the fields being changed (that is common for all extensions selected) will be modifiedi.e. Status or call group, etc.).

Another shortcut that the system provides you is the Previous and Next button located on the top left corner of the Edit Extension page. Use these buttons to navigate backward or forward to find the extensions you want to view or modify.

Mass Edit PBX Extension Settings

This section describes in detail how to view or edit extension details.

STEPS:

  1. From the DestinationsExtensions page, click on the View tab. A list of extensions appears.

You can sort the list by phone model by selecting (placing a checkmark) the Phone Model & Settings option located in the top left hand corner of the screen. If you are using this method, you can also Mass Edit Phone Key settings. See the section below for steps.

  1. Select (place a checkmark) in the box next to the extension name(s) you want to view or edit.
  2. Click on the Edit PBX Settings button. The extension details page appears. On the top left corner of the screen, you will see the extension numbers that you are viewing or editing.
  3. Make the necessary changes to the extension settings then click on the button to save the changes.
  4. Click the Apply Changes link located at the right hand corner of the top of the page, to commit the changes to the database.

Mass Edit Phone Key Settings

This section of the Administration Guide describes how to mass edit the key settings for extensions using the same phone model.


STEPS:

  1. From the DestinationsExtensions page, click on the View tab.
  2. Select the Phone Models and Settings option at the top left hand corner of the list.
  3. The system will display a list of the extensions in a grouping of phone types. Select the group of phones you want to edit. A listing of all the extensions in the phone group will appear.
  4. Select the box next to the name of the extensions you want to update or click on box next to the Name field at the top of the column to select all the extensions.
  5. Click the Edit Phone Settings button. The system will take you to the Key Settings page for the phones. At the top of the page you will see a list of all the extensions that you are updating.
  6. By default, the Only Save Changed Fields option Is selected, de-select if needed.
  7. Once all the changes are made, select the Save and Restart Phone button to save changes and reboot the phones so they can pull down their updated configuration file.

Delete Extension

This section describes in detail how to delete existing extensions.

STEPS:

  1. Navigate to the DestinationsExtensions page
  2. Select the icon to the right of the extension name you want to Delete
  3. The extension is deleted and a confirmation message will appear. Click OK on the message window.
  4. The system returns you to the Extensions page. The extension that was just deleted will no longer appear on the list of extensions.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Delete Multiple Extension

This section describes in detail how to delete multiple extensions.

STEPS:

  1. Navigate to the DestinationsExtensions page
  2. Select (place a checkmark) in the boxes next to the extension name(s) you want to delete.
  3. Click on the Delete All button. The selected extension will be removed from the list and deleted from the database.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Extensions - General Settings Section

Once the extensions have been added to the database, you can edit the settings for each of the extensions.


Sections/Fields
Description
Name Name of the user associated with the extensions being created
Number Extension number for this person or department. This must be 3 to 4 digits in length
Email Email address for the person assigned to the extension. This will allow the system to forward email messages to the address of the person at the extension when properly configured.
Status Active = currently in use

Disabled = currently not in use

Class of Service This is the service type for the extension. When initially created, the PBX will set this to the COS you have definined as the system default class of service on the PBX SetupGeneral Page
PIN This is the number used to access the extensions voicemail and can be between 1 and 6 digits long. The default setting is for the PIN to be the extension number. Be sure to instruct users to change the PIN to avoid unauthorized use.
Ring Time This is the time in seconds that a call will ring before it is considered unanswered. Ring time must be between 1 and 100 seconds in length.
Call Group This number assigns this extension to a group with a similar purpose (e.g., Sales or Customer Service). Multiple call groups can be assigned to each extension by putting a comma between the group numbers. The call groups also define which Pickup Groups can answer calls to this extension.
Pickup Group This number should match any Call Group number entered on an extension. It defines the Call Group Numbers this extension can pickup remotely by pressing 99.
Apply Schedule When an extension is created, a schedule destination is created automatically. This schedule is not activated until the Apply Schedule box is selected. When it is selected, all calls sent directly to this extension must first pass through the extension’s schedule and will be routed accordingly. Extension schedules will appear with the name of the extension (e.g., Extension 123 would appear as “ext_123”). (See the Schedules section of this guide for more information.)
CID Override If enabled, the user will be able to override the Caller ID settings. When the user places a call, the original assigned CID will be bypassed and the name and number will that is entered in the CID Name and Number fields will be sent instead. Always check with your provider that CID override is allowed before configuring.
CID Name If the CID Override parameter is enabled, this is the Caller ID name that will be seen by the recipient when an outbound call is placed. Always check with your provider that CID override is allowed before configuring.
CID Number If the CID Override parameter is enabled, this is the Caller ID number that will be seen by the recipient when an outbound call is placed. Always check with your provider that CID override is allowed before configuring.
Detect Fax If checked, calls from an Analog or T1/PRI card that route direct to this extension will spend a period of time (Defined under PBX SetupGeneral) checking if the call is a fax. During this time, the PBX holds the call; if fax tone is detected, the call will be passed along to the destination defined for Route Fax To, otherwise it will pass the call to the extension after the detection time has expired.
Route Fax To Define where calls will be routed if fax tone is detected.
Table 17General Extension Settings and Descriptions


Extensions - Forward Settings Section

The extensions forwarding settings are made to be very user friendly. The settings may be modified from the Smart Personal Console, changed from your telephone extension, or changed remotely from any telephone (including cell phones), using the touch-tone key pad.


Forward settings routes calls to a different destination. These settings can be:


Sections/Fields
Description
Unconditional Always route calls to a specific destination.
Busy Route calls to a specific destination when the extension is in use or do not disturb is enabled.
No Answer Route calls to a specific destination when a call is not answered in the defined Ring Time
Unavailable Route calls to a specific destination when a phone is turned off, is not registered with the system, or has reached its call limit (as set in the IPitomy IP PBX).
Table 18Extension Forward Settings and Descriptions


Enable/Disable Forward Settings

The following outlines steps to enable or disable forward settings:

STEPS:

  1. Pick the setting to be modifiedUnconditional, Busy, No Answer or Unavailable.
  2. Select Enabled or Disabled. Disabled turns the forward setting off. Enabled turns the forward setting on.
  3. Select either Phone Number or Destination. Phone Number allows you to enter the digits you want dialed, like a PSTN number. Destination will bring up the standard dropdown list of destinations in the system; Extensions, Groups, etc.
  4. Enter the Phone Number or select the Destination you would like the PBX to route to when meeting the forwarding requirements.
  5. Click button to save the changes. The system returns you to the Edit Extensions page.
  6. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Change Unconditional Forwarding via Keypad

STEPS:

Only unconditional forwarding can be changed from a touch-tone keypad. Enter the following code to set the unconditional forwarding setting.

  1. Dial *90 to disable forwarding.
  2. Dial *91 to enable forwarding.
  3. Dial *92 to set the forwarding number.

Change Unconditional Forwarding via PC

The following outlines the steps for the end user to change the extension forwarding setting from a PC using the Smart Personal Console. The administrator will need to have enabled Allow User to control Forwarding under the extensions calling permissions.

STEPS:

  1. Browse the internet to the Smart Personal Console page.
  2. Login.
  3. Click the link to access the forwarding page.
  4. Enable/Disable the desired forwarding setting.
  5. Select either Phone Number or Destination. Phone Number allows you to enter the digits you want dialed, like a PSTN number. Destination will bring up the standard dropdown list of destinations in the system; Extensions, Groups, etc.
  6. Enter the Phone Number or select the Destination you would like the PBX to route to when meeting the forwarding requirements.
  7. Click button to save the changes

Change Forwarding Number While Away from an Extension

Only unconditional forwarding can be changed from a touch-tone keypad.

STEPS:

  1. Call into the Automated Attendant (menu).
  2. Select the touch-tone digit that routes to the Forwarding Gateway.
  3. The system will prompt for an Extension Number and Password.
  4. The system will indicate if extension forwarding is Enabled or Disabled.
  5. Pressing “1” toggles between Enabled and Disabled.
  6. Pressing “2” allows the forwarding destination to be modified.

Extensions - Advanced Settings

Extensions - Network Settings Section

Network settings automatically register in the extension through the system. These settings represent registration and identification information. The system (extension) defaults should not be changed without advanced knowledge of the behaviors of the particular settings.


Sections/Fields
Description
SIP Password Password for the user to access IP PBX web-based administration system. Use a combination of uppercase letters, lowercase letters, and numbers.
Generate If clicked, the system will automatically generate a password for the extension.
Password Strength This color code bar indicates the strength of the password being assigned for the extension. The strengths are represented with the following colors:



Location This allows the user to tell the PBX whether to expect this extension to register as a local extension (LAN) or as a remote extension (WAN).
NAT
IMPORTANT: This setting should be ENABLED (checked) unless otherwise instructed. Please contact an IPitomy’s Technical Support Group for assistance or more information.


HOST
IMPORTANT: This should be set to DYNAMIC unless otherwise instructed. Please contact IPitomy’s Technical Support Group for assistance.


Phone Type The phone type is a drop down list for selecting which IP phone hardware is being used on the extension. IPitomy supports Aastra phones as well as our own IP550 and IP120 phones, and will be adding additional phone types in the future. When the phone type is selected, another configuration option is available to program the button mapping of each telephone model. The IPitomy IP PBX supports a variety of pre-programmed buttons like BLF, park, voicemail, as well as custom configurable speed dial buttons. Each phone can be configured for its own unique set of buttons.
Phone MAC All of the IP phones have a MAC Address. The MAC ID identifies the piece of equipment for configuration. The auto configuration features of IPitomy rely on the MAC address to load the proper configuration files into the telephone when changes are made in the Web-based interface. The configuration files are stored on the IPitomy IP PBX and used when the phone powers back on after a power down cycle. If the configuration files have been updated when the phone powers back on, a new configuration is loaded into the phone. When the new configuration file is loaded, manual settings on the phone take priority and will be kept intact during the upgrade. Note that at this time only Aastra phones require and utilize the MAC address in the phone settings.
Qualify This is the interval of time between checking registration for the phone. Default is set to 8000 and should not be changed unless instructed by an IPitomy representative.
DTMF Mode This is where you set what kind of DTMF signaling the extension will use. The dropdown lists options are:
  • rfc2833 (recommended in the HD Phone models)
  • auto
  • info (recommended in the IPitomy legacy phone models IP120 & IP550)
  • inband


User Type This is defaulted to Friend and should not be changed unless instructed to do so by an IPitomy representative.
Call Limit This is the number of concurrent calls allowable at an extension. The Call Limit selected must be between 1 and 99. Default is set to 4. It needs to be above 0 for BLF keys to function.
Can Reinvite This parameter allows a device to reconnect calls midstream.
  • YES = if the phone type allows the re-invite feature
  • NO = if the phone type does not allow the re-invite feature
  • N/A = accepts the system wide default defined in the System Setup section of the Administration System. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.


Insecure This parameter allows you to specify how to handle connections with peers. Explanation of the different options available on the drop-down list are:
  • PORT = Ignore the port number where authentication came from.
  • INVITE = Do not require the initial invite to authenticate.
  • PORT.INVITE = Do not require initial invite to authenticate and ignore the port where the request came from.
  • YESTo match a peer based by IP Address only and not the port.
  • VERYTo allow registered hosts to call without re-authenticating. This is the default setting.


Music On Hold This setting allows the user to select a different Music On Hold playlist for their extension then the system default playlist.
Table 19Extensions Advanced Networking Settings and Descriptions


Edit Extensions - Network Settings

STEPS:

  1. From the Edit Extensions page, locate the extension that you want to update. Click the (edit extensions) icon to the right of the name.

You can also edit multiple extensions by selecting (placing a checkmark) in the boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.

  1. The Extension Details page appears. Select the link to open the Advanced Settings page.
  2. Make the necessary changes in the Network Settings section of the page.
  3. Click button to save the changes. The system returns you to the Edit Extensions page.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Extensions - Voicemail Settings Section

These settings manage voicemail messaging and routing. Mailboxes created when the extension is built can either be edited on the Advanded section of the extension or on the Voicemail section under Destinations.


This table describes the voicemail setting options for each extension.


Sections/Fields
Description
Mailbox This is the number associated with the extension.
Attach to Email Select to enclose the message received in a notification e-mail as an attachment to the email address entered for the extension. An audio file (.Wav) will be the attachment. This requires for Unified Messaging to be configured on the PBX.

YES = attach message to email.

NO =do not attach message to email.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Delete After Emailing Delete the voicemail after it has been emailed to the email address provided for the extension in General Settings.

YES = delete message after emailing.

NO = do not delete message after emailing.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Note: This option should not be enabled with turn old after emailing. If you enable both, the message will not be emailed but it will be deleted.

Turn Old After Emailing After emailing, the system moves the voicemail message to the Old folder.

YES = will move message to Old messages folder after emailing.

NO = messages will not be moved after emailing.

Note: This option should not be enabled with delete after emailing. If you enable both, the message will not be emailed but it will be deleted.

Say Caller ID State Caller ID prior to playback of the message.

YES = play caller id prior to message content.

NO = do not play caller id prior to message content.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Allow Review Allow callers to review a message after they have recorded it.

YES = give callers leaving messages the option to review and rerecord the message they are leaving.

NO = do not give callers the option to rerecord.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Allow Operator Allow pressing “0” during the voicemail greeting to reach the system-wide operator.

YES = allow dialing 0 from mailbox.

NO = disallow dialing 0 from mailbox.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Play Envelope Message Play the time of call prior to the message.

YES = enabled.

NO = disabled.

N/A = accepts the system wide default defined under PBX SetupVoicemail. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.

Auto Delete Voicemail In Define the number of days in which voicemail messages are to be automatically deleted from a mailbox. If this is set to “0” (zero) the voicemail message will never expire.
Allow Dial Out Access This allows the ‘Dial Out’ feature when a user is listening to their voicemail.
Exclude from Directory This indicates whether to exclude this extension from the directory.
Mailbox Operator If a caller presses “0” (zero) while listening to your mailbox greeting, the caller will be routed to this destination. Also, this is where a user will be sent if he dials ”0” from this extension. Set this to None to use the system default which is set under PBX SetupGeneral.
Mailbox Exit Destination The Mailbox Exit Destination is where the system will route a caller who presses # when they finish leaving a voicemail message. Setting this to None will use the system default, which is set under PBX SetupGeneral.
Table 20Voice Mail Settings and Descriptions


Edit Voicemail Settings

The following outlines the steps to set voicemail parameters.

STEPS:

  1. From the Edit Extensions page, locate the extension that you want to update. Click the (edit extensions) icon to the right of the name.

You can also edit multiple extensions by selecting (placing a checkmark) in the boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.

  1. The Extension Detail page appears. Select the link to open the Advanced Settings page.
  2. Make the necessary changes in the Voicemail Settings section of the page.
  3. Click button to save the changes. The system returns you to the Edit Extensions page.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Extensions - Allow CODECs Section

These transmission speeds are configured by the service provider and designed to automatically register in the extension through the system.


Sections/Fields
Description
CODEC Permissions (Allow CODECs) Allows the administrator to define which codec the extension should use, and specify a priority from top down.


IMPORTANT: Please contact IPitomy’s Technical Support Group for assistance if you feel you need to change these settings.


Edit CODEC Settings

The following outlines the steps to set CODECs parameters.

STEPS:

  1. From the Edit Extensions page, locate the extension that you want to update. Click the (edit extensions) icon to the right of the name.

You can also edit multiple extensions by selecting (placing a checkmark) in the boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.

  1. The Extension Detail page appears. Select the link to open the Advanced Settings page.
  2. Make the necessary changes in the Allow CODECs Settings section of the page. Clicking Up or Down when highlighting a codec will allow you to raise or lower its usage priority.
  3. Click button to save the changes. The system returns you to the Edit Extensions page.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Extensions Calling Permissions Section

Calling permissions define the types of calls that can be sent and received from an extension and the call actions this extension can take. For example, you may want to limit who has the ability to monitor another extension.


The following table describes the settings for an extension’s calling permissions.


Sections/Fields
Description
Allow User to Control Forwarding If Enabled (checked), this allows the user to modify their forwarding and schedule settings when they log into the Smart Personal Console user interface.
Allow User to Control Follow-Me If Enabled (checked), this allows the user to modify their Follow-Me settings when they log into the Smart Personal Console user interface.
Allow User to Control Phone Key Settings If Enabled (checked), this allows the user to modify their Phone Key settings when they log into the Smart Personal Console user interface.
Internal Calls If Enabled (checked), this permits calls made from internal extensions.
Allow Incoming Intercom Paging If Enabled (checked), this permits a page to be heard through this extension.
Allow Outgoing Intercom Paging If Enabled (checked), this permits a page to be made through this extension.
Allow User to Forward Calls If Enabled (checked), this permits an extension to forward a call or voicemail message to another destination on the system.
Allow User to Record Calls If Enabled (checked), this permits the extension to record phone conversations.
Allow user to Listen to Others’ Calls If Enabled (checked), this allows the user to listen to other user’s phone conversations.
Allow User to Whisper If Enabled (checked), this allows the user to whisper to another user during a phone conversation. Whisper is similar to Listen but you can coach and only the person at the extension can hear.
Allow Others to Whisper If Enabled (checked), other extensions can Whisper to your extensions calls
Allow Others to Listen If Enabled (checked), other extensions can Listen to your extensions calls
Allow Others to Record this User’s Calls If Enabled (checked), other extensions can Record calls at your extension
Allow Call Park If Enabled (checked), this permits extension to park a call.
Is Operator If Enabled (checked), the extension is designated as an operator. Being an operator allows the extension to control Day/Night mode overrides.
Add/Edit Calling Permissions

The following outlines the steps to set calling permissions for extensions.STEPS:

  1. From the Edit Extensions page, locate the extension that you want to update. Click the (edit extensions) icon to the right of the name.

You can also edit multiple extensions by selecting (placing a checkmark) in the boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.

  1. The Extension Detail page appears. Select the link to open the Advanced Settings page.
  2. Make the necessary changes in the Calling Permissions section of the page.
  3. Click button to save the changes. The system returns you to the Edit Extensions page.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Extensions - Follow-Me Section

The Follow Me feature allows the PBX to try and find a user by calling pre-configured numbers, simultaneously or in sequence of priority. Once answered, the called party is given the option to accept or reject the call. If the call is rejected, or not answered at all, the call will return to the PBX allowing the caller to leave a Voice Mail message.


From this window it is easy to configure numbers to be dialed by the system in order to find the user. You can adjust the Name, Number (Number to be dialed), Type of Device that is being called, Rings to wait for an answer, and you can weight the priority from 1-20 (20 being lowest 1 being highest) to define search order.

The Use radio box allows you to easily turn on and off numbers to be dialed. Since the SPC can be accessed via remote management, this allows the users to modify and create these lists from remote locations easily. The following table details the parameters and descriptions necessary to configure the Follow-Me feature.

The system also allows you to record your own Prompts (recordings) under PBX SetupPrompts, and then use those prompts as custom messages for FollowMe feature.


Sections/Fields
Description
===== Play the Incoming Message to Caller before Starting Search ===== When Enabled (checked), the system plays the Status Prompt to the caller.
===== Record the Caller’s Name and Play it to You ===== When Enabled (checked), the caller will be asked to record their name, and will announce that recorded name prior to prompting the called party to accept or reject the call.
===== Play the Unreachable Message if You Could Not Be Found ===== When Enabled (checked), this will play the Sorry Prompt if the call is not answered, otherwise it goes right to the voicemail greeting.
===== Number of Seconds to Total Search Time so Caller Has Time to Listen & Record ===== This allows you to configure how many seconds the system will spend searching for the called party. Default is 12 seconds.
===== Call From Prompt ===== This plays when Record the Caller’s Name and Play it to You is enabled (checked). The system default message is “Incoming Call From” followed by the recording the caller made of their name.
===== No Recording Prompt ===== This plays when Record the Caller’s Name and Play it to You is disabled (not checked). The system default message of “You have an incoming call” followed by the Options Prompt.
===== Options Prompt ===== This plays after you have answered the call and prompts you to press either “1” to accept the call or “2” to reject the call. The system default message can be changed, but the options remain the same.
===== Please Hold Prompt ===== This plays to the caller alerting them that the system is going to find the user they are trying to reach. The system default message of “Please hold while I try to locate the person you are calling” will play during the search process.
===== Status Prompt ===== This plays the system default message of “The person you are calling is not at their desk, I will try to locate them for you”.
===== Sorry Prompt ===== This plays if the person could not be reached or they reject the call. The system default message of “I’m sorry, but I was unable to locate the person you were calling”.
===== Music On Hold ===== This allows you to specify a particular Music On Hold playlist to play to the caller during the search process. The system default Music on Hold (set at PBX SetupMusic on Hold) will play when this parameter is set to system default.
===== Numbers ===== If selected (checked), the Follow Me feature will try to either simultaneously or in sequence of priority to try and locate you by using this call list.
Add/Edit Follow Me Settings

The following outlines the steps to set calling permissions for extensions.

STEPS:

  1. From the Edit Extensions page, locate the extension that you want to update. Click the (edit extensions) icon to the right of the name.
  2. The Extension Detail page appears. Select the link to open the Advanced Settings page.
  3. Click on the Numbers and Settings button under the Follow-Me section of the Advanced page.
  4. The Administrator ViewFollow-Me Settings/Extensions window appears.
  5. Make the necessary changes in the Follow-Me parameters. Click on the SAVE button to save the changes to the Follow-Me settings. A message confirming the changes will appear.
  6. Click the EXIT button to close the window.
  7. Click button to save the changes. The system returns you to the Edit Extensions page.
  8. Click the Apply Changes link located at the right hand corner of the top of the page, to commit the changes to the database.

Provisioning - Auto-Discovery Tab

This network discovery tool will automatically detect new devices that have been added to the network. This feature helps identify phones and other devices connected to the network and allow you to configure networked phones. The IP PBX system provides you with the option to either scan the network, or if a scan has been done recently, you could select No Scan to save time.


Start Auto-Discovery Scan

This section describes how to start the Auto-Discovery scan for active devices on the network.

STEPS:

  1. From the DestinationExtensions page, click the Auto-Discovery Tab.
  2. Select to either Scan or Not Scan the network and an Alert message indicating that the system is scanning the network for active devices appears.
  3. Once the scanning process is complete, the system will display a list of active devices and assigned values such as IP Address, Device Type, Status, etc. Devices that appear on this list may be selected for editing. By default, the PBX will only display IPitomy and Aastra devices. Filter options can be modified to change display other devices.

If you click the refresh-view more than once within a short time period, the network is not rescanning. The minimum time period allowed between scans is indicated under the Advanced Settings (Min Refresh Interval).The network is only scanned for new information when you click REFRESH. Both REFRESH and FILTER ONLY apply whatever filters you have chosen to the displayed list.

List of Devices & Extensions

The list of discovered network devices comes from two sources:

  • Network
  • PBX Database

The following table describes the status of devices that will appear once an Auto-Discovery scan is completed.


Sections/ Fields
Description
===== Assigned ===== This field indicates that extension that is assigned to the device (phones). Clicking on the box to the left of this field allows you to select it for editing.
===== Device ===== The Device column lists info about the device. Database info is preferred, so if a device is set to a certain phone type in the database, this is listed instead of the actual device type.
===== Status ===== This is the status of the device. If the status field is blank, this indicates that the device was not found on the network.

NOTE: Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “Online” status.

Hovering the mouse over this icon will provide device information. See Figure 43 for an example of the data that can be viewed.
===== MAC Address ===== This is the MAC Address assigned to the device.
===== IP Address ===== This is the IP Address assigned to the device.

Device Information

To view detail information for a specific device, hover your cursor over the information icon to obtain details about the network device or phone. This can be an important source of information about which phones are available for live configuration.


Edit Selected Tab

The IP PBX system offers many ways to configure devices. This section describes an optional method using the Auto-Discovery feature.


The following table describes the fields and functions available on the Edit Selected Tab of the Auto-Discovery page:


Fields
Description
Commands Phone?
===== Create ===== Create new extensions for selected phones. You can upload extension details in a file or manually enter information.
NO
===== Assign ===== Assign existing extensions to selected phones.
NO
===== Unassign ===== Removes the configuration file for the phone and all association between the extension and the phone.
NO
===== Unassign & Default ===== Same as Unassign but also sends a Factory Default instruction to the phone.
YES
Create, Assign and Configure Phone

The following outlines steps to create, assign and configure a device.


IMPORTANT: This assumes that the phones are in a FACTORY DEFAULTED state.

IPitomy recommends using the CSV upload file and the IP550 phone type which will help to simplify the setup and auto configuration process.

STEPS:

  1. From the ExtensionsDestinationsAuto-Discovery page, click the Edit Selected tab.
  2. Place a check mark next to the phones you wish to use when creating the extensions
  3. Click the Create button.
  4. Enter the new extension information. The MAC addresses of the selected phones will be populated so you have a reference as to what phones you are creating the extensions for.
  5. Click the “Create” button. If successful, Click “Return to Extensions”
  6. Click the Apply Changes link located at the right hand corner of the top of the page, to commit the changes to the database.
  7. Click the “Auto-Discovery” button and you will note the newly created extensions are now assigned to the phones that were checked.
  8. Check the boxes next to the phones that you just created extensions for.
  9. Click the Commands Tab.
  10. Click on the Configure & Restart button to provision the phones.

View Settings Tab

Filtering does not change how the network scanning is performed. It only limits the list of items displayed. This means that if you only want to change filters it is not necessary to re-scan the network. All of the network information from the last network scan is retained and used by filters.


Sections/Fields
Description
Commands Phone
===== Select All, None, Invert ===== Check or uncheck multiple checkboxes with the click of a button.
NO
===== Refresh ===== Scan the network for devices. Scanning is done using the settings in Advanced Scan Settings. The scan results displayed depend on the active filters,controlled via Advanced Filter Settings.
NO
===== Filter Only ===== Displays results of the last network scan after applying the filters set in Advanced Filter Settings.
NO
Advanced Filter Settings
Sections/Fields
Description
===== Sort Order ===== This allows you to set what order items are listed. Hover your cursor over the help icon next to the Sort Order fields for options.
===== Hide ===== Allows you to hide different status types from view.
===== Filter Patterns ===== Allows you to either enter a partial MAC or IP here. The only system criterion is that the pattern must match from the first character onward. i.e. “000D” would match “000DE” but not “A000DE”.

Full Regular Expression Matching is supported when you enclose your search pattern in double quotes. Some Examples are:

  • Pattern 1.2.3 = ^1\.2\.3
  • Pattern “1\.2\.3.*” = 1\.2\.3.*


===== Filter by Type ===== You can select multiple device types to filter by. Auto-Discovery is aware of MAC address ranges used by many popular networked devices. Although this is not the only way Auto-Discovery identifies devices, this allows the tool to identify and filter devices by type.

Only IPitomy devices and Aastra phones are shown by default because they are set in the Filter by Type.

Advanced Scan Settings

Changes to Scan Settings are kept when you click the GUI ‘Refresh’ button. Clicking on your browser’s refresh button will discard changes. For the most part these settings can remain unchanged and all will function as needed.


Sections/Fields
Description
===== Min Refresh Interval ===== Minimum number of seconds required between fresh network scans. If you attempt to scan the network more often than this you only get results stored from a previous scan.
===== Maximum wait ===== Maximum number of seconds to wait for all packets to return.
===== Packet Count ===== Number of packets to send
===== TX Interval ===== Transmission interval between packets. Only meaningful when Packet Count is greater than 1. Minimum allowed value is 0.2
===== Batch Size ===== Divide scanning range into batch jobs. Jobs are run sequentially. Each job will have at most <Batch Size> pings running in parallel at a time. The special value 255 means run all pings as one big job.
===== Network ===== Network address with last octet reserved for From and To range. Example: 192.168.1.x
===== From ===== Start number for last octet of network address.
===== To ===== End number for last octet of network address.
===== Send Wakeup ping before Survey Ping if… ===== Some devices are slow to respond to the first ping they receive but have faster response times afterwards.
===== Port 80 Ping Wait ===== Maximum seconds to wait for basic phone web interface to signal that it is alive. Rarely used.
===== Command Wait ===== Maximum seconds to wait for most commands.
===== User and Password ===== Phone’s Web User Name & Password may have to be specified if the phone is not using factory default settings for these items. When these fields are blank Auto-Discovery uses default settings.
===== Factory Default Wait ===== Maximum seconds to wait for the phone to signal completion of a Factory Default.
===== Reset ===== The ‘Reset’ button will return all Scan Settings to original default values.

Commands Tab

The IP PBX system offers many ways to configure devices. This section describes an optional method using the use Auto-Discovery feature.


Sections/ Fields
Description
Commands Phone?
===== Factory Default ===== Sends a Factory Default and restarts the phone.
YES
===== Restart ===== Sends a Restart instruction to the phone.
YES
===== Configure & Restart ===== Instructs phone to set TFTP server to the Server IP specified under Advanced Settings. Then the phone is commanded to restart, which will result in pulling down configuration files and firmware files if there are updated ones present.
YES
===== Assign, Configure & Restart ===== Combines the functions of the Assign button with the Configure & Restart button.
YES
Factory Default Phone

STEPS:

  1. From the ExtensionsDestinations page, click the Auto-Discovery Tab.
  2. Click the “Auto-Discovery” button, choosing to scan or not scan the network as needed.
  3. Click (placing a checkmark) on the boxes next to phones you wish to default.
  4. From the Auto-Discovery page, click on the Command tab. Click the “Factory Default” button. Wait long enough for the phones to default and restart. This could be anywhere from 30 seconds to 2 minutes for each phone, depending on the model. The phones will set themselves back to factory default and reboot during this period.
Troubleshooting Network Scanning Problems

Scan settings have been configured to work in a standard one subnet network environment. More complicated environments may require further tuning. The most useful setting is ‘Maximum wait’. However noisy environments will require increasing the packet Count and TX interval.


STEPS:

To tune scanning for your network:

  1. From the ExtensionsDestinationAuto-Discovery page, click on Advanced Scan Settings link.
  2. Increase the ‘Maximum Wait’ setting by a few seconds.
  3. Click the GUI ‘Refresh’ button.

More specific tuning will require knowledge of your network and diagnostic tools like Ping.Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “Online” status.

Auto Provisioning Phone Settings from Actual Device

The remainder of the configuration is done via the Phone interface, and will only work with IPitomy phones.


STEPS:

  1. Create an extension, setting the Device to either IP550 or IP120, depending on what IPitomy phone you intend to register to the extension.


IMPORTANT: To configure the phone using the auto provisioning, make sure that the “Auto-Provisioning” parameter is RUNNING. This can be done in PBX SetupGeneral option of the system.
  1. From your phone, select the Menu button to start Auto-Provisioning then select Option 7: SIP Settings (you can do this without using the scroll keys by just pressing Menu then 7).
  2. It will prompt you for the Admin password. Enter the default password “1234” then press the Enter softkey (IP550) or the OK button (IP120)
  3. Select Option 8: Auto Prov.
  4. Select “YES” when the Autosearch PBX prompt appears.
  5. Enter either the extension number of the extension that has been created.
  6. Press the Done softkey (IP550) or the OK button (IP120) and the phone will run through the process of downloading its configuration file, updated firmware file, etc.

Edit Phone Settings

The settings for each individual device (phone) can be configured in the IP PBX system. The following outlines the steps to modify the phone settings from the IP PBX system.

View Phone Settings

Edit Phone Settings

Key Settings
Sections/ Fields
Description
===== Key Type ===== Key type determines what function a key performs. A dropdown list shows which key types are available to the phone model you are working with.
===== Label ===== This is the label associated with this key. If configured for a key around the LCD screen, this is what will display.
===== Value ===== The value completes a key’s function. It may contain a number to dial special codes or allow you to select an extension from a dropdown list. Most key types do not require you to enter a value. For example, the Voicemail key does not require a value because the System Administrator determines it for the end user.
Table 30Edit Key Settings and Descriptions


STEPS:

  1. From the ExtensionsDestination page, find the extension you want to edit.
  2. Click on the icon to the right of the extensions name. The Edit Phone Settings page appears.
  3. Make the necessary changes to the settings for the phone the click the Save & Configure Phone button.
  4. The PBX will update the configuration file and reboot the phone so that it can download the updated information for the keys.
Audio Settings
Sections/ Fields
Description
===== Handset Input ===== Adjusts handset microphone volume. Default is 5.
===== Handset Output ===== Adjusts handset speaker volume. Default is 5.
===== Speakerphone Input ===== Adjusts speakerphone microphone volume. Default is 5.
===== Speakerphone Output ===== Adjusts speakerphone speaker volume. Default is 5.
===== Headset Input ===== Adjusts headset microphone volume. Default is 5.
===== Headset Output ===== Adjusts headset speaker volume. Default is 5.
===== Ringer Volume ===== Adjusts ringer volume. Default is 3.
===== Headset Mode ===== Toggles functionality of making and answering calls. Default is Normal.

Normal: Primary method for making and answering calls will be the Handset and Speaker, depending on if the hookswitch is pressed.

Headset: Primary method for making and answering calls will be the Headset. Press the Headset key to wait for calls without an open line. After that, pressing a Line key will open a line on the headset or answer an inbound call on the headset, as will pressing the Ans softkey for an inbound call. The hookswitch will not be functional.

===== Ringer Mode ===== Toggles between Headset and Speaker for inbound ringing. Default is Speaker.

Speaker: Inbound calls ring on the speaker.

Headset: Used in conjunction with Headset Mode, this will have inbound calls ring to the headset instead of the speaker.

===== Echo Cancellation ===== Toggles the phones echo cancellation. Default settings is No.

STEPS:

  1. From the ExtensionsDestination page, find the extension you want to edit.
  2. Click on the icon to the right of the extensions name. The Edit Phone Settings page appears.
  3. Make the necessary changes to the settings for the phone and click the Save & Configure Phone button.
  4. The PBX will update the configuration file and reboot the phone so that it can download the updated audio settings.
SIP/Network Settings
Sections/ Fields
Description
===== SIP Location ===== This defines whether the phone is communicating to the PBX over the LAN, WAN, or a Custom server address.

LANTells the phone to communicate to the local IP of the PBX

WANTell the phone to communicate to the public IP of the PBX, as entered under PBX SetupSIP

CustomTells the phone to communicate to the PBX via an IP you enter manually

===== DTMF Mode ===== Defines what DTMF method the phone uses. Default is Follow Server. The dropdown lists options are:

Follow Server

RFC2833

Inband

Info

Auto



===== Time Server Location ===== Displays the address the phone is using for its time server. When set to Custom this field allows you to manually enter the time server address.
===== Protocol ===== Defines what protocol the phone will use to download configuration information, HTTP or TFTP. Default is TFTP.
===== Web Port ===== Defines what port the phones uses to access its GUI. Default is 80.

STEPS:

  1. From the ExtensionsDestination page, find the extension you want to edit.
  2. Click on the icon to the right of the extensions name. The Edit Phone Settings page appears.
  3. Make the necessary changes to the settings for the phone and click the Save & Configure Phone button.
  4. The PBX will update the configuration file and reboot the phone so that it can download the updated SIP/Network settings.
Dispaly Settings
Sections/ Fields Description
BLF Green for Idle Toggles if BLFs for idle phones will light green, or not light at all. Default is disabled.
Backlight Mode Toggles between backlight always On, always Off, or on a timer. Default is on.
Backlight Timer Defines the interval when Backlight Mode is set to Timer. Default is 60 sec.
Contrast Level Controls the screen contrast. Default is 3.
Backlight Level Controls the backlight brightness. Default is 3.
Table 33Edit Phone Display Settings and Descriptions

STEPS:

  1. From the ExtensionsDestination page, find the extension you want to edit.
  2. Click on the icon to the right of the extensions name. The Edit Phone Settings page appears.
  3. Make the necessary changes to the settings for the phone and click the Save & Configure Phone button.
  4. The PBX will update the configuration file and reboot the phone so that it can download the updated display settings.
Expansion Module Settings
Sections/ Fields Description
Number of Modules Defines how many expansion modules the phone is using. Once configured, you can select each module and set their keys.
Print All Labels Prints labels for all configured expansion modules.
Print Labels Prints labels for the expansion module that is currently displayed.
Key Type Key type determines what function a key performs. A dropdown list shows which key types are available to the phone model you are working with.
Label This is the label associated with this key. If configured for a key around the LCD screen, this is what will display.
Value The value completes a key’s function. It may contain a number to dial special codes or allow you to select an extension from a dropdown list. Most key types do not require you to enter a value. For example, the Voicemail key does not require a value because the System Administrator determines it for the end user.

STEPS:

  1. From the ExtensionsDestination page, find the extension you want to edit.
  2. Click on the icon to the right of the extensions name. The Edit Phone Settings page appears.
  3. Make the necessary changes to the settings for the phone and click the Save & Configure Phone button.
  4. The PBX will update the configuration file and reboot the phone so that it can download the updated expansion module settings.

Groups

A Group is a logical grouping of extensions and their privileges. Each Group is associated with a set of PBX features and call routing strategies. It is advised to build the extensions in the PBX first, allowing the groups to be populated at the time of creation.

These Groups allow incoming calls to be distributed to a group of extensions rather than just one extension. Within the Groups, different distribution strategies may be selected based on the call coverage required by the application. Groups also provide off-hook paging functionality. By dialing the intercom button or code followed by the group number, extensions in the group will receive the page over the intercom. Groups are a set of extensions that are related either because they:

  • Serve a similar business function.
  • Work within the same department.
  • Are located in proximity to each other.

For example, a business might create a few user Groups in an IP telephony network, e.g. Sales, Marketing, Administration, Accounting, Engineering, etc. Groups may also be created for people in similar locations like a plant floor, the north section of a building or the front office. The goal of a group is to ring telephones based on the incoming routing logic (e.g. DIDs, Auto Attendant selected by the incoming caller, or time of day). Note that calls routing to an extension from a ring group will ignore that phones PBX forwarding settings. Some phones have forwarding settings which are independent of the PBX (not set through the PBX Web GUI). These settings will still be applied.


Ring Group Examples

Ring groups define a set of extensions (people) that answer calls. Ring groups can be created for departments (e.g. Sales, Engineering) or buisiness regions (e.g. north, south, etc), or areas of a business (e.g. a warehouse or plant floor). These ring groups can appear on an Automated Attendant (menu). When the group is selected from a Menu, the call is routed to the group. These calls will be distributed to the member extensions based upon the ring strategy for the group. The ring strategy for the group can be set from the drop-down list. Available call distribution options are:

  • Ring AllRing all extensions in the group simultaneously
  • Round RobinTake turns ringing each extension, starts at the first extension for each new call
  • Round Robin (with memory)Take turns ringing each extension, starts where the last call left off
  • Least RecentRing extensions in order of which was least recently called by the queue
  • Fewest CallsRing extension in order of which has the fewest completed calls from the queue
  • RandomRandomly ring one extension at a time

Example Ring Group 1Departmental Grouping

Ring group definitions can be found in the Add a New Ring Group section of this guide. If a business has the following departments and people: This business can setup the following ring groups supporting business operations.


GROUP 1 - Sales Ext. GROUP 2Customer Services Ext.
Cathy Caldwell 123 Gretchen Goodall 134
David Dawson 124 Peter Polk 135
Susan Smith 125
Robert Reed 126

Using this ring group scenario the Menu would look like:

  • Sales (Destination - Group 1).
  • Customer Service (Destination - Group 2).
  • Office Manager (Destination - Ext. 113).

The menu prompt (message) for this menu and group arrangement would read as follows:

“Thank you for calling CompanyA, a leading manufacturer of cable assemblies and wiring harnesses. If you know the extension of the party you would like to reach you may dial it at any time.”

  • For Sales, press 1.
  • For Customer Service, press 2.
  • For Accounting, press 3.

Once a call is sent to Sales, member extension will be rang according to the ring group strategy.


Example Ring Group 2Regional Sales Grouping

GROUP 1 East Coast Sales Ext. GROUP 2 -West Coast Sales Ext. GROUP 3 Customer Service Ext.
Cathy Caldwell 123 Susan Smith 125 Gretchen Goodall 134
David Dawson 124 Robert Reed 126 Peter Polk 135

Using this ring group scenario the Menu would look like:

  • East Coast Sales (Destination - Group 1).
  • West Coast Sales (Destination - Group 2).
  • Customer Service (Destination - Group 3).
  • Office Manager (Destination - Ext. 113).

The menu prompt for this menu and group arrangement would read as follows:

“Thank you for calling CompanyA, a leading manufacturer of cable assemblies and wiring harnesses. If you know the extension of the party you would like to reach you may dial it at any time. For”

  • East Coast Sales, press 1.
  • West Coast Sales, press 2.
  • Customer Service, press 3.
  • Accounting, press 4.

Calls sent to these groups might use different ring strategies. The East Coast Sales group might answer calls Round Robin, distributing the calls to each Sale Representative consecutively. If a sales person is missing from the West Coast team this group might set phones to Ring All in the group so that calls don’t get missed. The Customer Service team may get high volumes of calls during a specified period of time, so this group may be set to ring Least Recent.

Add/Edit New Ring Group

The following table describes the parameters (fields) on the Edit Ring Group page and their descriptions and recommended settings.


Sections/Fields
Description
===== Name ===== The name associated with this ring group.
===== Group Number (to dial group) ===== The number dialed to access this ring group. Must be 3 or 4 digits.
===== Allow Paging with **+Group Number ===== If enabled (checked), this will allow **+ group number to page this ring group
===== Ring Strategy ===== This defines how calls are distributed to member extensions. Options are:

Ring AllRing all extensions in the group simultaneously

Round RobinRing extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. If an extension is busy the call will automatically be routed to the next extension in the group.

Round Robin (with memory)Ring extensions consecutively. Delivers a new call to the first person in the group only after the last person in the group has taken a call. Remembers where the last call was taken and distributes new calls to the next extension in the rotation.

Least RecentRing extensions in order of which was least recently called by the queue.

Fewest CallsRing extension in order of which has the fewest completed calls from the queue

RandomDistributes calls randomly to the group.

===== Failover Destination ===== This defines where a call will be sent when it goes unanswered for a duration that matches the Timeout for the group.
===== Timeout ===== Defines, in seconds, the total time a call will spend in the ring group before being sent to the Failover Destination
===== Allow Recording ===== Determines if feature code recording is allowed for calls in this queue.

If YES = enables the recording feature.

If NO = disables the recording feature.

===== Agent Ring Time ===== Defines, in seconds, how long the queue will ring a particular agent. If using the Ring All strategy, this value should match the Timeout. For other strategies, this should be set to how long an extension should ring before moving on to the next.
===== Autofill ===== This deals with how the queue handles multiple concurrent calls. If set to NO the queue will wait until the first call is answered before ringing phones with the second call. If set to YES the queue will ring phones for all calls as they come in.
===== Ring In use ===== If YES = Distribute calls to group members if they are already on a call

If NO = Do NOT distribute calls to group members if they are already on a call

The following outlines the steps to add/edit ring group settings.

STEPS:

  1. From the DestinationsGroup page, click the ADD Group button. The Edit Ring Group page appears.
  2. In the Name field, enter a name for the group.
  3. In the Group Number field, enter a number for the group. This number must be three or four digits in length.
  4. Check the Allow Paging with **+ the Group Number to enable the setting.
  5. Select the desired Ring Strategy from the drop-down list.
  6. Select the desired Failover Destination from the list of available options.
  7. Enter the time for the Timeout parameter.
  8. Select “Yes” if you want to enable the Allow Recording setting. Otherwise, set it to “No”.
  9. Enter the time for the Agent Ring Time parameter.
  10. Select “Yes” if you want to enable the Autofill setting. Otherwise, set it to “No”
  11. Select “Yes” if you want to enable the Ring in use setting. Otherwise, set it to “No”
  12. Click the button.
  13. From the Members section of the Edit Ring Group page, select the extension number from the list of extensions that you want to add to the ring group. Click the ADD button.
  14. A second list appears next to the Members list displaying the selected extension. Repeat step 13 until all extensions that you want to add are on the list. Additionally, Shift or Control click functionality works for adding multiple extensions at once.
  15. To remove an item from the list of additions, select the extension number then click the REMOVE button.
  16. Define Priorities for the extensions, if needed. The scale ranges 0 thru 9 (0 is the highest priority).
  17. Click button to save the changes.
  18. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Ring Group Advanced Settings

The following table describes the parameters (fields) on the Advanced Settings for Ring Groups page and their descriptions and recommended settings.


Sections/Fields
Description
Advanced Ring Group Settings
===== Caller Ring Settings ===== Defines what a caller will hear while they are waiting for someone to pick up a call from the call group. Callers can either hear:

RingingThe phone continues to ring while the caller is waiting.

Music on HoldThe caller hears music while waiting for a group member to pick up the call. The dropdown list displays the MOH playlists that are on the PBX. Select a playlist and it will play the sound files found in the playlist.

===== Queue Dial String ===== OBSOLETEand will be removed in a future release.
===== Ring Tone ===== When Caller Ring Settings are set to Ringing, use this to define the ring cadence.
Custom Caller ID Settings
===== Use ===== Defines what method, if any, you wish to use to override Inbound CID. The options are:

System Default, Name, Number, Name and Number

===== Name ===== This is the name of the caller that will be displayed when a call is received.
===== Number ===== This is the number of the caller that will be displayed when a call is received.
===== Prepend ===== Selecting Prepend will enter the text you put in the field, followed by the original CID. If not prepending, the override eliminates the original information.
Table 36Advanced Ring Group and Custom Caller ID Settings and Descriptions


Edit Advanced Ring Group Settings

STEPS:

  1. Select DestinationsGroups. The Ring Groups page appears.
  2. Select the Ring Group you want to edit by either select the icon to the right of the group name or click on the blue Group Name link.
  3. The Edit Ring Group page appears. Scroll down the page and click on the Advanced link. The Advanced Ring Group Settings section is displayed.
  4. Make the necessary changes to the settings then click button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Custom Caller ID Settings

STEPS:

  1. Select DestinationsGroups. The Ring Groups page appears.
  2. Select the Ring Group you want to edit by either select the icon to the right of the group name or click on the blue Group Name link.
  3. The Edit Ring Group page appears. Scroll down the page and click on the Advanced link. The Custom Caller ID section is displayed.
  4. Make the necessary changes to the settings then click button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Members/Agents

Sections/Fields
Description
===== Members ===== This is the list of available extensions that are in the database.
===== Agents ===== This is the list of available agents that are in the database.
===== Priority ===== This field allows you to set the priority level for the members or agents. The lower the number, the higher the priority.
===== ADD ===== This button will add the select item on the list to the right of the available members or agents. Shift and Control click functionality works for adding more than one at a time.
===== REMOVE ===== This button will remove the item(s) that have been selected from the list of available members or agents. Shift and Control click functionality works for adding more than one at a time.
Table 37Edit Members/Agents Settings and Descriptions


Add Agents/Members to the Group

STEPS:

  1. Navigate to the DestinationsGroupsEdit Group page.
  2. Select from the left hand column which agents/members to add to the group.
  3. Click the Add button.
  4. Click button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Delete Agents/Members from the Group

STEPS:

  1. STEPS: Navigate to the DestinationsGroupsEdit Group page.
  2. Select from the right hand column which agents/members to remove from the group.
  3. Click the Add button.
  4. Click button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Automatic Call Distribution (ACD)

Systems licensed to use ACD will have access to additional functionality pertaining to Ring Groups. ACD allows for more flexibility and control over the queuing in a Ring Group, as well as allowing the creation of Agents who can be added to the Ring Group.


Table 38Automatic Call Distribution (Agents) Page


Sections/Fields
Description
===== Agent Retry Timer ===== This defines, in seconds, how long the queue will wait before attempting to ring an agent again.
===== Weight ===== The priority of the queue in relation to other queues in the system.
===== Wrap-up Time ===== This defines, in seconds, how long the queue will wait after an agent has ended a call before flagging then as an active agent ready to accept more calls.
===== Autopause ===== This will place an agent in a pause state in relation to this queue when they ignore or answer a call. To become an active member of the queue again unpause using the 1* feature code a phone or 1*+agent# for an agent.
===== Maximum # of people in queue ===== Defines how many callers can join the queue before it is considered full.
===== Announce Frequency ===== Must be set for Announce Holdtime to function. This pertains to how often the caller will hear the hold time announcement, in seconds
===== Periodic Announce Frequency ===== This defines how much time passes between playing the recording that was set for this queue under Periodic Announcement.
===== Announce Holdtime ===== If set to YES this will announce a caller’s status in the queue with regards to their expected hold time, pending the hold time is estimated to be over 1 minute. If the hold time is less than one minute, this will announce the caller’s position in the queue. A period of time is needed for the algorithm to ‘learn’ and estimate hold times accurately. This message will not play for the first caller in the queue. Caller Ring Settings must be set to a MOH file in order for this message to play.
===== Join Empty Queue ===== Controls if a caller can join a queue.

YES = Callers can join the queue with no members or whose members are busy.

NO = Callers can only join the queue with active, non-busy members.

STRICT = Callers can join the queue as long as there are active members, be they available or busy.

===== Leave Empty Queue ===== Controls if a caller will leave an empty queue.

YES = Callers will leave the queue if there are no active members, or all members are busy.

NO = Callers will not leave the queue even if there are no active members, or all members are busy.

STRICT = Callers will leave the queue if there are no active members, but will remain in the queue if all members are busy.

===== Report Hold Time ===== Set to YES if you want the person answering the queue call to hear a message indicating how long the call they just answered was in the queue
===== Member Delay before connect ===== Delay, in seconds, before a member is connected to the queue.
===== Timeout Restart ===== If set to YES the ring group timeout will reset after attempting to ring an agent/member. When set to NO, time taken to ring an agent/member will be subtracted from the ring group time, and when the timer ends the group will send the caller to the Failover Destination
===== Service Level ===== Set this to the time, in seconds, that defines the acceptable level of service for the queue. The Live Queue Data page will track the percentage of calls answered within the allotted time.
===== Exit Status: FULL =====
Exit Status: JOINEMPTY
Exit Status: LEAVEEMPTY
Exit Status: JOINUNAVAIL
Exit Status: LEAVEUNAVAIL
These are the destinations where calls will go based on the exit strategy defined. If no one in the group accepts the call this is the destination to which the call will be sent. Destinations can be extensions, other ring groups, a menu or a voicemail box.
===== Intro Announcement ===== Define what prompt to play to the caller just before they enter the queue. (Previously “Announce Filename”)
===== Agent Announcement ===== Defines what prompt to play to the agent/member who answers the queue call. This setting is set per Queue and therefore can be used to identify what Queue is being answered (for agents handling calls from multiple Queues.
===== Periodic Announcement ===== Defines what prompt to play to the caller at the Periodic Announce frequency interval. This will not play for the caller in the first position of the queue. Caller Ring Settings must be set to a MOH file in order for this message to play.
===== Exit Menu ===== Set this to a menu. Key presses while in this group will send people the corresponding destination from that menu.
Table 39Edit Ring Group ACD Agents Settings and Descriptions


Edit Automatic Call Distribution (ACD) Settings

STEPS:

  1. From the DestinationsGroupsEdit Group page, scroll to the ACD Settings section.
  2. Make the necessary updates to the ACD settings.
  3. Click button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Add Automatic Call Distribution (ACD) Agents

Sections/Fields
Description
===== Name ===== Enter a name that will identify this agent.
===== ID ===== Enter a unique 3-4 digit number to identify this agent. This number is used to log in/out.
===== PIN ===== Enter a minimum of 4 digits for the PIN. This is the password used to log in/out with the agent.
Table 40Add/Edit Agent Features and Descriptions


STEPS:

  1. From the DestinationsGroupsEdit Group page, scroll to the ACD Settings section.
  2. Click on the blue Agents link to the right of the words ACD Settings. The Agents page appears.
  3. Click on the ADD button to add a new agent. A box with the name, ID and PIN field appears. Enter the information for the new agent.
  4. Click button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Automatic Call Distribution (ACD) Agent

STEPS:

  1. From the DestinationsGroupsEdit Group page, scroll to the ACD Settings section.
  2. Click on the blue Agents link to the right of the words ACD Settings. The Agents page appears.
  3. Update the necessary information for agent(s) then click the SAVE CHANGES button. The changes that you made will appear in the updated list.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Delete Automatic Call Distribution (ACD) Agent

STEPS:

  1. From the DestinationsGroupsEdit Group page, scroll to the ACD Settings section.
  2. Click on the blue Agents link to the right of the words ACD Settings. The Agents page appears.
  3. From the list of existing agents, click on the box (placing a checkmark) to the left of the Agent(s) that you want to delete. Click the DELETE SELECTED button.
  4. The agent selected is removed from the list.
  5. Click button to save the changes.
  6. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Multicast Paging Group

A Multicast Paging Group provides a way to page a large number of phones, while keeping the burden on the network and PBX to a minimum.

NOTE: IPitomy recommends using multicast paging for groups of 10 or more phones that are paged frequently.


The following table describes the fields (parameters) on the Multicast Edit Paging Group window and the recommended settings.


Sections/Fields
Description
===== Name ===== This is a name of the multicast paging group.
===== Local Number ===== This is the number that will be dialed to launch the multicast paging to the defined group. This is the unique 3-4 digit number.
===== Multicast Address ===== This should be a valid multicast IP for a Multicast Address<ref name="ftn1">224.0.0.0 to 239.255.255.255, with many addresses reserved.</ref>. We recommend 225.5.5.5. You can use the same IP for each group, so long as you assign them different ports.
===== Multicast Port ===== This must be a valid, unused port Multicast Port.

NOTE: This must be a port below 6535.

===== Time to Live ===== Time to Live is a counter that decreases by 1 each time a packet passes through a router. When the counter reaches 0, the packet is considered dead and will not pass to any other networks. This can be left blank or configured as needed for your particular install.

NOTE: Leaving it blank the packet will not pass to another network.

===== Members ===== The Members section allows you to add the extensions to be paged within the group when a page is sent.
===== Add/Remove ===== The Add and Remove button allows you to add or remove members (extensions) from the paging group.
===== Create/Update ===== Depending on the process that is being performed, this button will appear (be labeled) as either Create or Update. This will create a new member or process the changes made.
===== Close Window ===== This link will close the Edit Page Group window and return you to the Ring Groups page.

The following section outlines the steps to add a new Multicast Paging Group.

Add Multicast Paging Group

STEPS:

  1. Navigate to the DestinationsGroup page
  2. Locate to the Multicast Paging Groups section (at the bottom of the page).
  3. Click on the Add Groups button. The Edit Page Group page appears.
  4. Enter the necessary information for the new paging group.
  5. From the Members section of the Edit Page Group window, select the members (extensions) that you want to include in the paging group.

Use the CTRL or SHIFT button to select multiple or a range of extensions from the list.

  1. Click on the ADD button to add the selected members to the group.
  2. Click the CREATE button to save the changes. The “Group Created” message appears. Close the window (click on the “X”). The system returns you to the Ring Groups page.
  3. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database
  4. Re-boot the phones that correspond to extensions that were added to the Multicast Paging Group. Once all the phones have been re-booted, you will be able to utilize this feature by simply dialing the Local Number that was just created.

Edit Multicast Paging Group

STEPS:

  1. Navigate to the DestinationsGroup page
  2. Locate the Multicast Paging Groups section (at the bottom of the page).
  3. Click on icon to the right of the Name of the paging group you want to update. The Edit Page Group page appears.
  4. Enter the necessary information for the paging group.
  5. Click the UPDATE button to save the changes. Close the window (click on the “X”). The system returns you to the Ring Groups page.
  6. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database
  7. Re-boot the phones for all the extensions that were involved in the Multicast Paging Group.

Delete Multicast Paging Group

STEPS:

  1. Navigate to the DestinationsGroup page
  2. Locate the Multicast Paging Groups section (at the bottom of the page).
  3. Click on icon to the right of the Name of the paging group you want to delete. The group is removed from the Multicast Paging Group page.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database
  5. Re-boot the phones for all the extensions that were involved in the Multicast Paging Group which was deleted.

Live Queue Data

The Live Queue Data page displays current call statistics for ACD queues. The page will refresh every 10 seconds, allowing a manager to monitor the activity in the queue as it happens.


Sections/Fields
Description
===== <queue selection box> ===== In the queue selection box the Queue or Queues to be displayed can be selected. Use the Control key (Command on Mac) to select multiple queues for display.
===== <queue statistics box> ===== The Queue Statistics box has been reformatted in SW release 3.4.1 to allow its use on call center wall boards (large PC displays).

Each queue is encapsulated with a thin-line box. Queue statistics are color-coded for quick orientation on wall boards. Since this data is presented in GUI format it can be easily resized to accommodate large displays.

The top line of the queue display presents the Queue Name and the date.

Statistics are a running total and will reset to zero whenever Apply Changes is clicked (as is the case of the screen capture above).

===== Time in Q ===== This is the average time that callers have waited in queue before being answered by a queue member/agent.
===== Calls in Q ===== This is the number of calls that are waiting in the queue.
===== Answered ===== This is the number of calls answered by members/agent of this queue.
===== Abandoned ===== This is the number of calls that have not been answered and the caller abandoned the queue.
===== Target Time ===== Displays the service level set for this ACD queue. The Service Level is the arbitrary time allocated by the queue administrator which is set as a gauge by which all calls should be answered.
===== % in Target ===== This is the percentage of answered calls measured against the service level. (The percentage of calls being answered within the set Target Time.)
===== <Member/Agent field> ===== At the right side of the Queue Statistics box the agents and queue members are listed. There are two maximum columns and the window will resize to accommodate all members and agents registered to this queue.

Member/Agent status is available at a glance with color-codes as follows:


Red
=
In Use
Green
=
Idle (Logged In)
Yellow
=
Ringing
Gray
=
Unavailable (Not Logged In)
Orange
=
Paused

Also in the Member/Agent data are two numeral fields. The first number represents the Priority of this Member/Agent in this queue. The second number is the total calls taken by this Member/Agent.

Live Queue DataWallboard

Software version 3.4.1 and above allows the use of call center wall boards with Live Call Queue. This function is facilitated using a special user name and password via Smart Personal Console.

Activate Live Call Queue Wallboard

STEPS:

  1. Navigate to the PBX SetupGeneral page
  2. Locate to the General Settings section (second section from the top).
  3. Locate the SPC Reports User Password field (bottom of section)
  4. It may be helpful to change this to a user-friendly password. If you change the password be sure to and .
  5. Make a note of this password.
  6. On the PC that will be used for the wallboard display, open a web browser and navigate to the IPitomy PBX login screen
  7. Using the right sideSmart Personal Console (User Login) input the word “reports” as the user name and the password saved in step 3.
  8. Click on .
  9. The CDR-Report page is opened. On this page is a button to select Live Queue.
  10. Click on .
  11. The same display presented in PBX Administration is displayed. Simply select the group or groups that you wish to display on the wallboard.
  12. Size this web page data output for the monitor in use by pressing and holding the Cntrl key (PC, Command key on Mac) and press “+” or “-“ until the data is sized as you wish.

Menus

Menus direct callers to destinations within a business. A menu can route a caller to a destination once a number on a key-pad has been pressed. The menu prompt tells a caller what number to press to get to a desired destination. Menus can also be used to provide information to callers like driving directions, etc.


Edit Menu

Sections/Fields Description
===== Name ===== Enter a name for the menu.
===== Menu Number (dial to go to menu) ===== This is the number of the menu. This number is used to access the menu from extensionsif necessary. The number must be a unique 3 or 4 digit number.
===== Default Menu Prompt ===== This is the recording that is active for callers who reach this menu when the Menu Prompt is set to default.
===== Active Menu Prompt ===== This function is enhanced in version 3.4.1. (Previously “Menu Prompt”.) As it indicates, this selection determines what prompt recording is heard by callers who reach this menu.

Record this first under PBX SetupPrompts.

===== Control Menu Prompt: =====
Copy … To …
The Copy… To… function allows you to place pre-recorded (and previously uploaded, see: PBX SetupPrompts) prompts into the available Prompts to be associated to this menu. Available “slots” are 1-5 where the user may then select 0-5, 0 being the default and 1-5 being those that are loaded. The user also has the ability to rerecord the prompts 1-5 via DTMF Administration access.

Note: uploaded prompts are “copied” to the menu; therefore rerecorded prompts do not overwrite the original uploaded file.

===== Fail Over ===== This is the destination that the menu will fail over to if the user does not press a digit in the allotted Response Time.
Assign Menu Destinations
===== Menu Destinations ===== This list represents the destinations callers are routed to when pressing 0-9,*, #, and FAX. If a destination is set for FAX, the PBX will detect if a call inbound over an Analog or T1/PRI card is a fax while the prompt is playing, and will route calls to this destination if fax tone is detected.

Add Menu Settings

STEPS:

  1. From the DestinationsMenus page, click the ADD menu button. The Edit Menu page appears.
  2. Enter the information for the new Menu item and make necessary destination assignments.
  3. Click button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Edit Menu Settings

STEPS:

  1. From the DestinationsMenus page, locate the name of the Menu item you want to edit.
  2. Click on icon to the right of the Name of the menu you want to update. The Edit Menu page appears.
  3. Make the necessary updates to the menu setting then click button.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Delete Menu Settings

STEPS:

  1. From the DestinationsMenus page, locate the name of the Menu item you want to edit.
  2. Click on icon to the right of the Name of the menu you want to delete. The Menu name is removed from the Menu listing.
  3. Click button.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Advanced Menu Settings

Sections/Fields
Description
===== Response Timeout ===== This is the number of seconds (0-60) the PBX will wait for digits to be dialed. If nothing is dialed in the allotted time, the menu will route the call to the Failover Destination. The minimum and default value is 4.
===== Digit Timeout ===== While entering digits, the PBX will wait this many seconds (1-20) after the last digit was entered to take any actions. Single decimal digits are permitted. The default value is 2.
===== Play the Greeting ===== This is the number of times the greeting will be played before the call is sent to the fail over destination. Default and minimum value is 1.
===== Local extension dialing ===== This indicates whether you are able to dial local extensions from the menu. Default value is YES.

Note: It is not necessary to designate leading digits for extensions. This setting alone indicates when digits collected should be compared to the available list of extensions.

===== Prompt Padding ===== This is the time in seconds that the PBX will wait when entering the menu before playing the prompt. The default is set to 2 seconds.
===== Enable Admin PIN ===== This enables the use of DTMF Menu Prompt Administration. When enabled the user may access the menu from a DTMF-enabled device and input the PIN to enter into Menu Prompt Administration Default value is No.
===== Admin PIN ===== This is the PIN used to access DTMF Menu Prompt Administration. Default value is: <empty>.

Conferences

The Conference Bridge allows groups of callers (large and small) to participate in the same call. An internal extension can dial the number direct to a conference; and outside callers can be routed to a conference by: being transferred from an existing call, being routed direct via a DID, or selecting an option from a menu. Each conference can be configured to require a PIN for entrance, or not.


Sections/Fields
Description
===== Name ===== Enter a name to distinguish this conference from others.
===== Conference Number ===== Enter a unique 3-4 digits number for the conference.
===== Intro Prompt ===== If desired, a Prompt file can be played when entering the conference.
===== Admin PIN ===== This is the Administrator personal identification number (PIN). This is a 3-4 character numeric field.
===== General PIN ===== This is the User personal identification number (PIN). This is a 3-4 character numeric field.
===== Announce on Enter ===== If Enabled (checked), this prompts the user to record their name before entering the conference.
===== Enter Muted ===== If Enabled (checked), users enter the conference in muted mode. The user can dial *1 to un-mute the themselves.
===== Optimize Talker Detection ===== If the DCM speech detection is triggering when no one is talking you can check this box to lessen the effect of background noise.

Add/Edit Conference

STEPS:

  1. Navigate to DestinationsConferences.
  2. Click the Add button to create a new Conference, or the button to edit an existing entry.
  3. Build the conference room to match your end users desires.
  4. Click button.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Conference Feature Codes

The Feature Code section of the Conference page displays the key or key combinations that need to be pressed to activate or deactivate (toggling function) features for conferencing.


Sections/Fields
Description
===== Feature List ===== Pressing * will list all the features available while in the conference.
===== Mute/Unmute ===== Pressing *1 will allow you to toggle (switch) the mute state for yourself.
===== Lock/Unlock ===== Pressing *2 as the administrator will allow you to toggle (switch) whether new callers can join the conference.
===== Eject Last User ===== Pressing *3 as the administrator will allow you to eject the last caller who entered the conference.
===== Decrease Conference Volume ===== Pressing *4 will allow you to decrease the overall volume of the conference call.
===== Increase Conference Volume ===== Pressing *6 will allow you to increase the overall volume of the conference call.
===== Decrease User Volume ===== Pressing *7 will decrease your call volume during the conference call.
===== Increase User Volume ===== Pressing *9 will increase your call volume during the conference call.
===== Exit Menu ===== Pressing *8 will exit the features menu and return you to the conference call.
Table 46Features Code Settings and Descriptions

Voicemail

When an extension is created, a Voicemail box tied to that extension is automatically created. Voicemail boxes that do not have an extension associated with them are created and administered exclusively through DestinationsVoicemail. There are three locations in the IP PBX that allow management of a voicemail box:

  • DestinationsExtensonsUnder the Advanced Settings section, the basic settings for the mailbox can be configured.
  • DestinationsVoicemailThis area allows for total configuration of the voicemail box, including features like Broadcast and Cascading Message Notification.
  • Smart Personal ConsoleGives end users the ability to configure some mailbox settings.


Sections/Fields
Description
Mailbox This is the mailbox number, which must be a unique 3 or 4 digit number.
Name This is the name of the voicemail box.
Password This is the password to access the voicemail messages. Only numbers are allowed.
User E-mail This is the email address associated with this mailbox.
Attach to Email Defines whether the PBX will send an email to the user informing them they have a new message. An audio file (.Wav) of the message will be attached.

YES = send email with attachment.

NO = do not send an email.

N/A = use the system wide default defined under PBX SetupVoicemail.

Delete After Emailing Defines if the voicemail message will be deleted from the PBX after the email has been sent.

YES = delete message after it has been emailed.

NO = do NOT delete message after emailing.

N/A = use the system wide default defined under PBX SetupVoicemail.

Note: This feature should not be enable at the same time as Turn Old After Emailing.

Turn Old After Emailing Defines if the voicemail message will be sent from the NEW folder to the OLD folder after emailing.

YES = move message to Old messages folder after emailing.

NO = leave the message in the NEW messages folder after emailing.

Note: This feature should not be enable at the same time as Delete After Emailing.

Say Caller ID Defines if the Caller ID will be played prior to playback of the message.

YES = state caller id prior to message content playback.

NO = do NOT state caller id prior to message content playback.

N/A = use the system wide default defined under PBX SetupVoicemail.

Allow Review Defines if the caller is permitted to review and take action on the message they leave.

YES = allow callers to review and re-record the message they left.

NO = do not allow callers to re-record their message.

N/A = use the system wide default defined under PBX SetupVoicemail.

Allow Operator Defines if the caller is permitted to press “0” to reach the mailbox operator while leaving a voicemail message.

YES = allow dial 0 while listening to mailbox greeting.

NO = disallow dialing 0 while listening to mailbox greeting

N/A = use the system wide default defined under PBX SetupVoicemail.

Play Envelope Message Defines if the system will play caller ID and time of call prior to playback of the message.

YES = play message details prior to playback of message contents

NO = do not play message details prior to playback of contents.

N/A = use the system wide default defined under PBX SetupVoicemail.

Auto Delete VoicemaiI In Define the number of days in which voicemail messages are to be automatically deleted from a mailbox. If this is set to “0” (zero) the voicemail message will never expire.
Allow Dial Out Access This permits the user to dial out from voicemail.
Exclude from Directory This indicates whether to exclude the extension paired with this mailbox from the directory.
Mailbox Operator Defines where to route a calller if they press “0” (zero) while listening to your mailbox greeting. Set this to None to use System Default from value defined at PBXSetupGeneral.
Mailbox Exit Destination If a caller remains on the line or presses # after leaving a message in this voice mailbox, this is where they will be routed. Set this to None to use System Default from PBXSetupGeneral.
Broadcast Messages If this setting is configured, messages that are directly left in this box are broadcasted to the boxes that are added to the list. Note that messages forwarded to this box are not broadcast.
Cascading Message Notification If enabled, the Cascading Message Notification feature will be activated, allowing you to configure the system to call a single or group of phone numbers when a new voicemail message has been received.
Add Voicemail Settings

The following outlines the steps to create a stand alone voicemail box.

STEPS:

  1. From the DestinationVoicemail page, click the Add Mailbox button located at the top left corner of the page.
  2. The Edit Voicemail Box Settings page is displayed. Using the table of parameters and descriptions above, configure the voicemail box to meet your business requirements.
  3. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
Edit Voicemail Settings

The following outlines the steps to modify voicemail parameters.

STEPS:

  1. From the Voicemail Box Setup page, locate the mailbox that you want to update.
  2. Click the icon to the right of the Mailbox Name.
  3. The Edit Voicemail Box Settings page is displayed. Make the necessary changes to the extension information.
  4. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
Clear Voicemail Messages

The following outlines the steps to clear a voicemail box of all messages and greetings.

STEPS:

  1. From the Voicemail Box Setup page, locate the mailbox that you want to clear messages from. Click the icon to the right of the Mailbox Name.
  2. The messages from that mailbox will be deleted.
  3. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  4. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.
Delete Voicemail Box

STEPS:

  1. From the Voicemail Box Setup page, locate the mailbox that you want delete.
  2. Click on icon to the right of the Mailbox Name of the menu you want to delete.
  3. The mailbox is removed from the Mailbox listing.
  4. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  5. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.
Broadcast MessageAdd

STEPS:

  1. From the Edit Voicemail Box Settings page is displayed. Scroll to the Broadcast Messages section.
  2. Select the mailbox from the left list box then click the Add button. The item selected will populate the list on the right.

CTRL and Shift clicking is supported to select multiple mailboxes at once.


  1. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  2. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
Broadcast MessageRemove

STEPS:

  1. From the Edit Voicemail Box Settings page is displayed. Scroll to the Broadcast Messages section.
  2. Select the mailbox from the right list box then click the Remove button. The item selected will be removed from the list.

CTRL and Shift clicking is supported to select multiple mailboxes at once.


  1. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  2. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
  3. Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.

Cascading Message Notification

Cascading Message Notification works along the same principle as FollowMe, but pertains to voicemail messages. When configured, if an extension gets a new VM, the PBX can call a variety of numbers, in the order defined, to inform the user of the message.

Note: Once the call is answered, the user will have the ability to listen to their message from their phone, or to refuse the call. Until the voicemail box has its new messages cleared, the system will continue to call out when the Notification Interval is met.

Set Cascading Messages

STEPS:

  1. Navigate to the Edit Voicemail Box Settings page.
  2. Scroll to the Cascading Message Notification section.
  1. Select Disable to turn the notification feature OFF. Select Enabled to turn the notification feature ON.
  2. Click button to save the changes. The system returns you to the Edit Voicemail Box page.
  3. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
Setting Cascading Interval

STEPS:

  1. Navigate to PBX SetupGeneral.
  2. Locate the Cascading Voicemail Notification Interval, set the value to the desired number of minutes, the PBX will check for new emails and make calls to notify when the interval passes. Default is 5 minutes.
  3. Click the button to save the changes.
  4. Cick the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
Configure Contact Numbers for Cascading Message Notification
Sections/Fields
Description
===== Add X seconds to total search time ===== This allows you to configure how many seconds the system will spend searching for the called party. Default is 12 seconds.
===== Introduction Prompt ===== Introduction Prompt plays “You have new messages” after you answer the call. This can be set to any custom prompt you have recorded on the system.
===== Options Prompt ===== Options Prompt plays “Please enter your voicemail password, or 2 to reject this call” after you answer the call. This can be set to any custom prompt you have recorded on the system.
===== Outbound Context ===== Outbound Context gets set to an extension number, and will use that extension’s Class of Service when making outbound calls.
===== Numbers ===== Configure the numbers you wish to be called when a VM message is received. The calls will be made in order, with 1 being the highest priority and 20 the lowest. You must check the Use column for each number to be considered active.

If you wish to delete a number, click the button then save and exit.

Table 48Notification and Voicemail Box Settings and Descriptions

STEPS:

  1. From the DestinationsVoicemail page, click the pencil of the mailbox you wish to edit.
  2. Scroll to the Cascading Message Notification section and click the Contact Numbers button (Cascading Message Notification needs to be enabled)
  3. The Notification Settings / Voicemail Box window will appear. Set the parameters based on the description of the values provided in the table above.
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Schedules

Sections/Fields
Description
===== Name ===== This is the name that is associated with the schedule.
===== Hours of Operation ===== Define the start and end time for the hours that will be considered Operational hours
===== In Hours Destination ===== This is the assigned Destination where the calls will go during the schedule’s hours of operation.

If “Apply Forwarding Settings” is enabled (checked), the destination’s call forward settings. The items in the drop-down listing are the configured Destinations in your PBX system

===== Outside of Hours Destination ===== This is the assigned Destination where the calls will go when it is received outside the schedule’s hours of operation.

If “Apply Forwarding Settings” is enabled (checked), to use the destination’s call forward settings. The items in the drop-down listing are the configured Destinations in your PBX system.

===== Lunch Hours ===== Define the hours allocated for lunch for a schedule. Calls received during this time will be sent to the Lunch Hours Destination.
===== Lunch Hours Destination ===== This is the assigned Destination where the calls will go when it is received during the allocated Lunch Hours.

If “Apply Forwarding Settings” is enabled (checked), to use the destination’s call forward settings. The items in the drop-down listing are the configured Destinations in your PBX system.

===== Holidays ===== Holiday NameThis is the name associated with this holiday schedule.

StartThis is the start date and time for this holiday schedule. (The year is defaulted to the current year.)

EndThis is the end date and time (expiration) for this holiday schedule. (The year is defaulted to the current year.)

DestinationThis is the assigned Destination where calls will be routed when it is received during the holiday schedule.

Add Schedule

STEPS:

  1. From the DestinationsSchedules page, click on the ADD Schedule button.
  2. The Edit Schedule Switch page appears.
  3. Enter the settings for the new schedule.
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Add Holiday to Schedule

STEPS:

  1. From the DestinationsSchedulesEdit Schedule Switch page, scroll down to the Holidays section of the page.
  2. Enter the dates and times for the new holiday schedule. Click the Add button to add the new holiday schedule.
  3. Click on the newly added holiday, select a destination from the Destination dropdown and click Set
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Remove Holiday from Schedule

STEPS:

  1. From the DestinationsSchedulesEdit Schedule Switch page, scroll down to the Holidays section of the page.
  2. Select the holiday (appearing in the list) that you want to remove. Click the Remove button to delete the holiday schedule. The item in the Holiday list is removed.
  3. Click the button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Edit Schedule

STEPS:

  1. From the DestinationsSchedules page, locate the schedule name that you want to edit.
  2. Click on icon to the right of the Name of the schedule you want to update. The Edit Schedule Switch window appears.
  3. Edit the necessary parameters to configure the schedule.
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Delete Schedule

STEPS:

  1. From the DestinationsSchedule page, locate to the Schedule Name from the listing that you want to delete.
  2. Click on icon to the right of the Name of the schedule you want to delete. The schedule is removed from the listing page.
  3. Click the button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Branch Offices

Branch Offices provide a powerful tool for interconnecting PBX Systems. Through Branch Offices you can create a network of systems where dialing phones on remote systems is as easy as dialing local extensions. You can route calls inbound to a destination on any branched PBX, and outbound through the trunks of other systems networked in this way. Branch office extensions can even participate in ring groups.


IMPORTANT: Branch Offices communicate using IAX2 protocol over Port 4569. Refer to the Port Forwarding Configuration Table earlier in this manual for more information.
Sections/Fields
Description
===== Name ===== The name that is associated with the branch office. Both sites involved in the Branch Office connection must use the same Name.

NOTE: This field will not allow spaces in the name. It must be all one word. Symbols can be used (i.e. underscore “_” dashes “-”, etc.) can be used in place of spaces.

===== Host ===== Enter the static IP of the system your PBX is connecting to. If they do not have a static IP address, enter the word dynamic.
===== Dial Prefix ===== The dial prefix must be an asterisk, plus two numbers (ie. *22). This prefix must be dialed to reach any destination on another PBX that has not been entered as a Branch Extension.
===== Password ===== This is the password that will allow access to the PBX. Both sites involved in the Branch Office connection must use the same Password.
===== Register ===== YES= to require that the branch office register with the PBX system. Only used if the Host is set to dynamic.

NO = does not require that the branch office register with the PBX system.

===== Enable Trunking ===== YES = Branched PBXs are able to dial calls out your PBXs trunks.

NO = Branched PBXs are not able to dial calls out your PBXs trunks.

===== Enable Multisite Manager Connection: ===== Defines if Multi-Site Call Manager functionality is enabled. This feature requires a license from IPitomy to be functional.
===== Qualify ===== The time in milliseconds that the PBX should check that the branch office is still online. Setting this to zero may increase Branch Office stability.
===== Enable IAX2 Trunking ===== Indicates whether to use IAX trunking. If enabled (YES), this setting can help eliminate packet overhead by cutting the cost of continuous communication.
===== Allow Codecs: ===== Defines what codecs this branch office can use for calls. Priority for codecs are defined from top to bottom.
===== Class of Service: ===== Allows for individual Branch Offices to use different COS. Setting to None will follow the default Branch Office COS defined under PBX SetupGeneral.

Configuring Office 1

STEPS:

  1. Click on DestinationsBranch Offices. The Branch Offices page is displayed.
  2. Click on the ADD office button. The Edit Branch Office page appears.
  3. Give a unique NAME for the connection. The name should only contain alpha-numeric characters and no spaces. It should be ONE WORD ONLY.
  4. Enter the External IP of the PBX in the Host field.
  5. Enter a unique DIALING PREFIX of an asterisk followed by two numbers.
  6. Give a unique PASSWORD for the connection.
  7. Select NO for REGISTER (Note: that registration is not required if host is known).
  8. Configure Enable Trunking as needed.
  9. Configure Enable Multisite Manager Connection as needed.
  10. Set QUALIFY at 0.
  11. Configure Enable IAX2 Trunking as needed.
  12. Click the button to save the changes.
  13. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Configuring Office 2

STEPS:

  1. Click on DestinationsBranch Offices. The Branch Offices page is displayed.
  2. Click on the ADD Office button. The Edit Branch Office page appears.
  3. Enter a name in the NAME field that matches that given to the Office 1 PBX. The name should only contain alpha-numeric characters and no spaces. It should be ONE WORD ONLY.
  4. Enter an external IP address or domain corresponding to the IP of the main office PBX in the HOST field.
  5. Enter a UNIQUE dialing prefix for the extensions connected to the Office 2 PBX.
  6. The PASSWORD for Branch Office 2 needs to be the same as the one assigned in the Branch Office 1 PBX.
  7. Select NO for REGISTER.
  8. Configure Enable Trunking as needed.
  9. Configure Enable Multisite Manager Connection as needed.
  10. Set QUALIFY at 0.
  11. Configure Enable IAX2 Trunking as needed.
  12. Click the button to save the changes.
  13. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

To setup additional Branch Offices in the PBX, use the steps outlined above. Keep in mind to use the same logic (pattern) and make sure that the dialing prefix is unique to each office.


Edit Branch Office

STEPS:

  1. From the DestinationsBranch Office page, locate the schedule name that you want to edit.
  2. Click on icon to the right of the Name of the Branch Office you want to update. The Edit Branch Office page appears.
  3. Edit the necessary parameters to configure the branch office.
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Delete Branch Office

STEPS:

  1. From the DestinationsBranch Offices page, locate to the Name from the Branch Office listing that you want to remove.
  2. Click on icon to the right of the Name of the Branch Office you want to delete. The Branch Office is removed from the listing page.
  3. Click the button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database

Branch Extensions

Branch Extensions are created through the add extension field at the bottom of the branch office edit page. Branch extensions can be dialed directly without a prefix, provided that these extensions are properly configured on the PBX for which the branch extensions are defined. Branch extensions will appear in call routing drop down lists throughout the system after they are created. If needed, you can add Ring Group and Menu numbers as Branch Extensions.


Configuring Office 2 with Branch Extensions

STEPS:

  1. Click on DestinationsBranch Offices. The Branch Offices page appears.
  2. Click on the Branch Office connection (Name) assigned to Office 1.
  3. Assuming Office 1 has extension numbers 100 thru 110, enter the numbers 100 to 110 in the field above the Add button then click ADD. You will enter (add) each extension one at a time. Note: Using the format X-Y will add all extensions in the specified range.
  4. If the extension number is valid (not already in use), the new extension will appear in the list of Branch Extensions.
  5. Click the button to save the changes.
  6. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.
  7. Verify the new extension by calling the number from phones located (registered) at Branch Office 2.

To place a call from one Branch Office to another simply dial the prefix that was assigned to that locations PBX + the extension of the user trying to be reached at the other office. This same easy concept works for transferring calls from one Branch Office to another. Or, if you have the extension configured as a Branch Extension on your PBX, you can simply dial the extension number and it will be automatically routed to the branch.

View Branch Office Extensions

STEPS:

  1. From the DestinationsBranch Office page, click on the Show Extensions button located at the top of the Branch Office list page.
  2. A popup window appears displaying all the extension information for each Branch Office that is currently in the system.
  3. Click on the “X” to close the popup window.

Call Routing

Call routing sends callers to specific inbound destinations within the system, and routing outbound callers over specific outbound routes like local, long distance, international and emergency.


Incoming Call Routing

This table describes the parameters that can be set for incoming calls. Calls can be routed to destinations and you can also enable (set) the time parameter when the calls will get sent to their defined route.


Sections/Fields
Description
===== Disable Day/Night Mode Button ===== The PBX system defaults to Day/Night Mode Disabled. To toggle between Enabled/Disabled settings for the Day/Night Mode setting. When enabled the Edit Night and Hours button will appear which will allow you to configure the night destinations and hour parameters.
===== Edit Night/Day Button ===== Toggles between Day/Night Mode settings. When selected, it will change the Displaying field to either “Day Mode” or “Night Mode”, allowing you to configure the destination for calls when in and out of hours.
===== Edit Hours ===== Allows you to edit the hours for the incoming calls to routing.


IMPORTANT: If you enable day night mode service you must populate the system hours schedule otherwise all calls will be routed to the night destinations.


===== Edit DID Caller ID ===== Allows you to edit CID information for incoming calls based on DID. If you wish to retain the original CID information as well as display the override info, be sure to check the box for Prepend.
===== Providers ===== Each provider will display in a gray box. DIDs for each provider will display beneath the gray box in white. If a DID destination is set to None, it will follow the settings for the provider itself. If a provider destination is set to None, calls will route to the Default Incoming Destination.
This button allows for configuration of destination specific settings.

Groups: Allows you to define a priority, increasing or decreasing the calls importance in the queue. The higher the number, the higher the priority.

Extension: Allows you to define a group of numbers that will be dialed once the call has been answered. Typically used when connecting an extension to a fax server that routes faxes to people based on the digits read at the time of answering the call.

Set Default Incoming Destination

STEPS:

  1. From the Call RoutingIncoming Routing page, go to the Default Incoming Destination section.
  2. Select the desired Destination category from the first drop-down list, then select the specific destination from the second drop-down list.
  3. Click the button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Set Provider Trunk Incoming Destination

  1. From the Call RoutingIncoming Routing page, go to the section that corresponds to either your SIP Provider or Channel Group name.
  2. Select the desired Destination category from the first drop-down list, then select the specific destination from the second drop-down list.
  3. Repeat step 2 for all other providers. Any provider that can follow the Default Incoming Destination can be left as None.
  4. Once you have made the necessary changes, click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Enable/Disable Day/Night Mode

The following section outlines steps to enable or disable the Day/Night Mode for Incoming Calls.

STEPS:

  1. From the Call RoutingIncoming Routing page, click on the Enable/Disable Day/Night Mode button located at the top of the page.
  2. The Day/Night Mode changes either Enabled or Disabled (depending on its previous setting).
  3. Once you have set the parameter to the desired mode, click button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Switch Day/Night Mode

This feature allows you to change whether you are editing the Day destinations or the Night destinations for incoming calls. The following section outlines the steps to switch or toggle to/from night or day.

STEPS:

  1. From the Call RoutingIncoming Routing page, click on the Edit Night or Edit Day button located at the top of the page.
  2. The Displays field changes either Day Mode or Night Mode (depending on its previous setting).
  3. Modify the destinations for whichever mode you are working with, then click button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Hours

STEPS:

  1. From the Call RoutingIncoming Routing page, click on the Edit Hours button located at the top of the page, which will open the schedule page for Day/Night mode.
  2. Set the hour parameters for the incoming route to meet the business requirements. See the previous section pertaining to Schedules for more details.
  3. Click button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Incoming Caller DID

If you want a particular DID to display the override CID information followed by the original inbound CID information, be sure to check the box for Prepend, otherwise the original CID information will be lost.


STEPS:

  1. From the Call RoutingIncoming Routing page, click on the Edit DID Caller ID button located at the top of the page.
  2. A list of existing DID numbers is displayed. Enter Caller ID Name and corresponding Caller ID Number for the desired DID Number.
  3. Enable Prepend for each by checking the box, if desired.
  4. Once you have made the necessary changes to the DID numbers, click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Outgoing Call Routing

By default, the PBX has five dialing routes built and included in the System Default Class of Service. These routes are 7 Digit, 10 Digit, 11 Digit, International, and Emergency, and should handle the normal day to day calling needed on a PBX. Once you have configured trunks on the PBX, you must add them to whichever dialing routes you wish to use those trunks. IPitomy advises you add ALL available trunks to the Emergency route, and to check with the end user before adding trunks to the International dialing route. Some users may require specific dialing routes to be built to meet their needs.


IMPORTANT: Please keep in mind that all new routes need to be added to a Class of Service before the route can be used.
Sections/Fields
Description
===== Add Route ===== Click this button to create a new Outbound Dialing Route.
===== Add Custom Route ===== Advanced feature only available through licensing. Contact IPitomy for more information.
===== Class of Service ===== A Class of Service (COS) pertains to a group of outbound dialing routes. You can define a specific COS for an extension or branch office, limiting which routes are usable by those entities. Select a specific COS from the dropdown to view the routes included for that COS. Click on the blue words Class of Service to create, modify, or delete a Class of Service.
===== 7 Digit Local Dialing ===== By default this route looks for a pattern of any number 7 digits long.
===== 10 Digit Dialing ===== By default this route looks for a pattern of any number 10 digits long.
===== 1+ Dialing (11 Digit) ===== By default this looks for a pattern of numbers that start with a 1 and is 11 digits long.
===== International ===== By default this looks for a pattern of numbers that start with 011 that is between 4 and 15 digits long.
===== Emergency ===== By default, this looks for the specific pattern of 911.
IMPORTANT: Please keep in mind that all new routes need to be added to a Class of Service before the route can be used. Subroutes are automatically added under the parent route they use.
Sections/Fields
Description
===== Route Name ===== This is the name associated with the outgoing route.
===== Route Type ===== Set to New Route for a brand new dialing route, or select an existing route to build a subroute.
===== Start Pattern ===== Defines what type of digit pattern will match the route. Acceptable entries are:

Numbers

X = Any number

N = Any number, excluding 1 and 0

===== Digits ===== Length of the pattern that will match the route.
===== Exact Length ===== Defines if the number dialed has to exactly match the pattern length defined under Digits.

YesDoes need to match exactly.

NoDoes not need to match exactly.

===== Subroute Digits ===== How many digits of the number dialed to read for comparison to any subroutes that may be built for this route.
===== Subroute Offset ===== How many digits of the number dialed to skip before starting to read Subroute Digits
===== Number ===== When building a subroute off of an existing Outbound Dialing Route, this is the number that will match the subroute digits of the parent outbound route. For example, the 11 digit dialing route reads the area code for subroute digits by default. Here, you would enter the area code that needs to be subrouted.
===== Trunks ===== In order to dial outbound from a dialing route, you need to define what trunks it will use.

AddUse this button to add the trunk selected from the dropdown to the route.

DeleteThis button allows you to delete the trunk selected from the route.

UpHighlight a trunk and click this button to move it up the list, and in priority.

DnHighlight a trunk and click this button to move it down the list, and in priority.

Strip DigitsThis indicates whether the PBX will strip any digits before sending the call out a particular Trunk. This is set per trunk.

Prefix DigitsDefines the digits to be prepended to the dialed number before sending the call out a particular Trunk. This is set per trunk.

===== CID Override for Outbound Route Parameters ===== In addition to the Extension and Trunk, Caller ID (CID) override can be set on a per route basis. Each outbound route can be configured to override the CID name and/or CID number that is sent when dialing out each trunk in the route. Each outbound route also has control over whether extensions with Ext CID Override configured are able to send their CID information.
Disable Ext CID Override - Set to “YES” if you want to disable the CID override for the outgoing route, including Extension CID settings.
Force Use PSTN CIDNew in version: 3.4.1, it is now possible to deliver the CID received on PSTN inbound calls out on calls being transferred outbound. This feature is subject to the ability of the provider associated to the outbound call. This provider must be able to allow substitution of CID. Set to “YES” if you want to send the received CID with a call transferred outbound..
Override Default CID (name) - Set to “YES” if you want to enable custom Name CID override for the outgoing route.
Override CID NameIf the Override Default CID (name) is set to “YES”, enter the new CID override name for the outgoing route.

Override Default CID (number) - Set to “YES” if you want to enable custom Number Default CID override for the outgoing route.

Override CID NumberIf the Override Default name is set to “YES”, enter the new CID override number for the outgoing route.

Add Outgoing Route

STEPS:

  1. From the Call RoutingOutgoing Routing page, click on the Add Route button located at the top of the page. The Edit Outbound Route page appears.
  2. Enter the parameters to configure the outbound call route.
  3. Once you have entered all the necessary information, click the button to save the changes.
  4. Add the new route to any Class of Service it will be used with.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Edit Outgoing Route

STEPS:

  1. From the Call RoutingOutgoing Routing page, locate the Outbound Route name that you want to edit.
  2. Click on icon to the right of the Route you want to update. The Edit Outbound Route page appears.
  3. Edit the necessary parameters to configure the outbound route.
  4. Click the button to save the changes.
  5. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Delete Outgoing Route

STEPS:

  1. From the Call RoutingOutgoing Routing page, locate to the Route Name from the Route listing that you want to delete.
  2. Click on icon to the right of the Route Name you want to delete. The Route is removed from the listing page.
  3. Click the button to save the changes.
  4. Click the Apply Changes link located at the top right hand corner of the page, to commit the changes to the database.

Class of Service

A Class of Services is used to define which outbound dialing routes a given feature can use. By clicking the blue words Class of Service on the Outgoing routing page, you will be able to delete, create, clone, and populate your Class of Service with the desired outbound routes.


Sections/Fields
Description
===== Class of Service ===== Use the drop down box to view Class of service. You can then take actions pertaining to that COS.
===== Rename ===== Enter a new name in the far left text field, then click the Rename button to change the name of the COS currently being viewed.
===== Create New ===== Allows you to create a new, blank, COS. Name the COS in the text field to the left of the Create New button, then click the button to create.
===== Clone ===== Select from the drop down the COS you wish to clone. Enter a name in the field to the left of the Create New button. When you click the Clone button, a new COS will be created with the new name which will be populated with the routes of the original COS.
===== Add ===== Clicking the Add button will add the route displayed in the dropdown to the COS that is currently being viewed.
Clicking this button in the gray bar will delete the COS. Clicking this button next to a route will delete that route from the viewed COS.

Outgoing Call Routing

This section demonstrates, by example, some of the common configurations used with Outbound Routing.

Configure Block Calls Subroutes

In this example, your customers want to block their users from dialing 1-900 numbers. To achieve this, you will need to create a subroute and configure it using the specifications below.


Sections/Fields
Description
===== Route Name ===== Enter a meaningful name for the outbound route. In this case you may want to call it “Block 900”.
===== Route Type ===== Select 1+ Dialing, as this will be a subroute
===== Number ===== 900, since the default 1+ Dialing route skips the 1 that is dialed, and reads the next 3 digits for subroutes
===== Trunks ===== None should be added, as without a trunk to dial out, any 1-900 number will be dead in the system.

Configure Least Cost Routing Subroutes

In this example, the end user has multiple providers in different regions, and wants dialed calls to use the most cost effective trunk when dialing out. The default 1+ (11 Digit) dialing route has Subroute Offset = 1 (ignores the first digit dialed, this case being the 1 for a long distance number) and Subroute Digits = 3 (after ignoring the first digit from subroute offset, this reads the next 3 digits (area code) in the dialed string and compares them to any subroutes created). The subroute that will be built specifically routes calls dialed to the 941 area code through a different, more cost efficient trunk.


Sections/Fields
Description
===== Route Name ===== Enter a meaningful name for the outbound route. In this case you may want to call it “Sarasota Subroute”.
===== Route Type ===== Select the 1+ Dialing as the route type, as this will be a subroute of that dialing route.
===== Number ===== Enter 941 as this is the area code for the
===== Trunks ===== Add the trunks that will call this particular subroute in the most cost effective manner.
IMPORTANT: The normal 11 Digit route is using analog 1 and analog 2 for trunks, while the 941 sub-route uses a trunk that can dial locally to Sarasota without accruing long distance charges.

Configure Information (411/1411) Subroute

If you would like callers to have the ability to use Information Service provided by your carrier then you must configure the route. If they must dial 411 to get information then you will need to configure a route for 411. To do this configure a route as below,


Sections/Fields
Description
===== Route Name ===== Enter a meaningful name for the outbound route. In this case you may want to call it “Information”.
===== Route Type ===== Select New Route, as this will not be a sub-route of any other route.
===== Start Pattern ===== Enter the start pattern of as the code your provider uses for information, in this case “411”
===== Digits ===== Enter the length of the code your provider uses for information, in this case “3”