Smart Personal Console

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You are viewing the IPitomy IP PBX Manual, Table of Contents.


Contents

Smart Personal Console

The IPitomy telephone user experience is greatly enhanced by an integrated graphical user interface available via a web browser. This interface is called the Smart Personal Console or SPC. SPC allows the user to:

  • Change phone settings
  • Program phone Programmable Buttons
  • Administer Voice Mail
  • Listen to Voice Mail messages
  • Download Voice Mail messages
  • Upload Voice Mail Box Greetings

The information here is derived from the IPitomy HD telephone User Manuals which can be found at: https://skydrive.live.com/?cid=a31a942025b325ce&id=A31A942025B325CE%21104#cid=A31A942025B325CE&id=A31A942025B325CE%21124

Power Point Slide Shows have been developed as well as user aids, these slide shows are available at:

https://skydrive.live.com/?cid=a31a942025b325ce#cid=A31A942025B325CE&id=A31A942025B325CE%21117

Use these materials to train yourself, and then to train the users. Since they are located online, they can be accessed any time by your users when they need a refresher. Please make your customer’s aware of these resources. You may want to Bookmark these resources on your user’s computer web browser for easier future access.

SPC – Access

As mentioned, SPC is a web-based application and is accessed at the user desktop via a web browser. For a user to be able to access this, you as the administrator must first log into the PBX, edit the extension, view the Advanced settings, and enable Allow Mobile Web Access. Once done, you can show the user how to access SPC:

  1. Open a web browser (e.g. Firefox, Microsoft Internet Explorer)
  2. Navigate to the IPitomy IP-PBX by entering the IP-Address of the PBX in the Address Bar. The suffix “/ippbx” must be included. At default the address is 192.168.1.249/ippbx


SPC BrowserNav.gif


The following login screen is presented:


SPC Admin Login.gif

 

  1. Input the user name and password associated to your telephone.
    User Name = the telephone extension number
    Password = the voice mail box password for this extension (at default this is the same as the extension number)
  2. Click the LOGIN button. The SPC – Home screen appears

 

SPC Home.gif

SPC – Home

On the SPC – Home screen you can:

  • See a short Call Log of Received calls
  • See New Voice mail messages
  • Return calls from the call log – Click &
    SPC Dial.gif
  • Listen to voice mail messages
    SPC Speaker.gif
  • Download voicemail messages
    SPC Download.gif


SPC – My Account

My Account allows the user to set most features of your telephone.


SPC MyAccount.gif


My Account field descriptions

 

Field

Description

Mailbox

The mailbox associated to this extension. This cannot be changed in SPC

Name

The name associated to this extension. This cannot be changed in SPC

Password

Password – enter only digits to access this mailbox from a telephone

User E-mail

Email Address that is associated to this voice mail box

Attach to E-mail

Set this to yes to send a copy (.wav file) of voice messages to your email

Delete after email

Set to yes to delete voice messages that are sent to email.

Caution should be taken when using this feature. Email delivery of voice mail is not monitored for success through your email provider. IPitomy sends an email and its successful delivery is subject to internet email delivery conditions.

Turn Old after Emailing

This places a voice message into the “Old Messages” folder after it has been emailed.

Say Caller ID

This plays the caller ID name/number received from the caller who left this message

Allow Review

This allows the caller to make changes to their recording prior to committing to leave the message

Allow Operator

This allows the caller to exit your voice mail box and be routed to the designated attendant.

Play Envelope Message

Envelop information is the statistical information about the message that will be played (time and date of call)

Delete Message in

This determines how ling messages will be retained after being recorded

Detect FAX

Set to yes to detect a fax being sent by a caller.

The performance of this feature is subject to line conditions and circuits. Some VoIP circuits do not support legacy fax functions.

Route Fax To:

This is the extension on the PBX to which a fax server is connected

Use the MORE button (...) to insert digits specific to the fax server that will identify this fax as a fax directed to your extension.

Follow-Me – Manage

Select the Numbers and Settings button to determine Follow-Me Forward destination(s) and forward characteristics

Forward – Unconditional

PBX Forward destination for all calls regardless of the telephone status

The example shows an extension that is Unconditional Call Forwarded to a Follow-Me destination. (Follow Me 2254)

Forward – Busy

PBX Forward destination for calls to this extension while it is busy

Forward – No Answer

PBX Forward destination for calls to this extension that go unanswered

Forward – Unavailable

PBX Forward destination for calls to this extension while it is determined unavailable.

Unavailable is when a phone is:

  • turned off
  • not registered with the system
  • has reached its call limit (as set in the IPitomy IP PBX)

 

SPC – Follow-Me Forward – Numbers and Settings

Follow-Me Call Forward is a powerful feature of the IPitomy IP-PBX. Follow-Me Call Forward:

  • Define single/multiple destinations where calls to this forward will be directed
    • Up to 20 Destinations may be assigned per page.
    • Follow-Me Forward destinations are programmed by clicking on the Numbers & Settings button.

SPC Follow Me button.gif


  • May be any destination (extension, menu, call group or telephone network number)
  • Destinations can be prioritized
  • Destinations are assigned a number of ring attempts before continuing to the next destination
  • A “Type” field and “Name” field are available to organization of those destinations entered.
  • Destinations (Numbers) may be programmed and disabled to allow use only while desired without having to erase and reenter specific data (“Use” check box in Numbers & Settings page)

Numbers & Settings page:

SPC FollowMe.gif


Numbers and Settings field descriptions

Field

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 SetupèMusic 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.

 

SPC – My Account – My Phone Settings:

On the My Accounts page there is a link to. This link directs the user to options that can be set on the telephone. Depending on the model of telephone, this interface may be different. The interface shown is that of a HD IPitomy telephone.

Settings possible in My Phone Settings are:


SPC Ext Choices.gif


 
SPC Star.gif

It is important to note that making changes to telephone settings via SPC is the preferred technique since changes made via SPC are retained by the PBX for upgrades and backup operations.

Note: click the Back to Smart Personal Console link to return to SPC.

SPC – My Phone Settings – Key Settings

 

SPC Ext KeySettings.gif


The Programmable Buttons of the HD telephone are available for assignment. In the picture (IP620), the first four buttons (0-3) are “Reserved”. This means that they have been assigned in database administration as Line buttons and are not available for user programming options through SPC. All other buttons can be programmed.

Key Settings – Button Functions

 

SPC Ext KeyTypes.gif


When programming buttons, the user can select from the available options and program the contents if required – for instance, when programming a BLF (Busy Lamp Field) you must program the extension that is covered with this BLF.

Use the table as a guide to what data is required.

Button Function

Data Required

BLF

 Extension Number

Speed Dial

 Number to dial

Park

 700, 701-720

Call Pickup

 99

Voicemail

 923

Voicemail Gateway

 924

Record

 *#

Fwd On

 *91

Fwd Off

 *90

Set Fwd

 *92

Fwd Gateway

 *9

Pause

 ABC<ext#>

Day/Night

 ff

Page/BLF

 ** + Ext

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 


 




Note: click the Back to Smart Personal Console link to return to SPC

SPC – My Phone Settings – Audio Settings

SPC Ext AudioSettings.gif


Audio Settings

Volume Level – Input

Associated device Transmit level

Volume Level – Output

Associated device Receive level

Ringer Volume

ring tone level over the speaker of an idle telephone

Headset – Headset Mode

Normal = user operation via buttons

Headset = fixed headset operation

Headset – Ringer Mode

Speaker = while using Headset ringing will be over the speaker

Echo Cancellation

Enable/Disable echo cancellation function in phone

Call Waiting Mode

Enable/Disable ringing of calls while busy on a call

 

Note: click the Back to Smart Personal Console link to return to SPC.

SPC – My Phone Settings – SIP / Network Settings

SPC SIP NetworkSettings.gif


SIP / Network Settings

SIP Settings – SIP Location

LAN = Local Area Network located telephone, no unauthorized security measures required (LAN IP Address of the IPPBX will be shown)

WAN = Wide Area Network located telephone, unauthorized security measures apply (WAN interface – Public IP Address is shown)

SIP Settings – DTMF Mode

Follow Server – follows settings stored in PBX settings for this phone

RFC2833 – use RFC2833 (regardless of PBX settings for phone)

SIP Info – use SIP Info (regardless of PBX settings for phone)(SIP Info is SIP Header information included in SIP Packets)

Inband – use Inband (regardless of PBX settings for phone)

Auto – use Auto Detect (regardless of PBX settings for phone)

Time Settings – Time Server Location

Use PBX as Time Server – uses the PBX clock for sync

Use PBX Time Server – use the same timer server as defined in the PBX

Custom – identify the time server to be used

Configuration Updates – Protocol

TFTP – Trivial File Transfer Protocol (used for LAN phones)

HTTP – Hypertext Transfer Protocol (used for WAN phones)

Configuration Updates – Web Port

When HTTP is used the Port assignment will usually be 80, however any valid port number can be assigned in this field.

 

Note: click the Back to Smart Personal Console link to return to SPC.

SPC – My Phone Settings – Display Settings

Settings in this area affect the operation of the display for both:

  • Color graphic display
  • BLF lamp operation


SPC Ext DisplaySettings.gif


Display Settings

BLF Green for Idle

Enable / Disable idle lamp condition when programmable buttons are programmed as BLF buttons. (When Disabled the lamps are grey [not lit] when the monitored extension is idle.)

Backlight Mode

On / Off / Timer = On/Off or follow the time set

Backlight Timer

0-60 seconds

Contrast Level

Contrast can be set using Levels 1 – 5

Backlight Level

Brightness of the backlight Level 1 - 5

 

Note: click the Back to Smart Personal Console link to return to SPC.

SPC – My Phone Settings – Expansion Modules

SPC ExpansionModule.gif


Expansion Modules – HD Telephone Button Expansion

When an Expansion Module is installed the user can program buttons and print labels from SPC. Expansion Modules have 32 buttons on each unit and six (6) modules can be installed at any HD telephone. Buttons are identified by continuing the numbering from those on the telephone. Since there are a varied number of buttons on phone models that support the Expansion Module, the Expansion Module button numbering will be different based on the phone to which it is connected.

Phone Model:

IP330

IP410

IP620

Buttons on Phone

0-11

0 – 7

0 – 7

Buttons on Module 1

12 – 43

8 – 39

8 – 39

Buttons on Module 2

44 – 75

40 – 71

40 – 71

Buttons on Module 3

76 – 107

72 – 103

72 – 103

Buttons on Module 4

108 – 139

104 – 135

104 – 135

Buttons on Module 5

140 – 171

136 – 167

136 – 167

Buttons on Module 6

172 – 203

168 – 199

168 – 199

 

 

Note: click the Back to Smart Personal Console link to return to SPC.

 

SPC – My Schedule

Toward the top of the My Accounts page is the My Schedule link. There is a schedule table for each extension which allows the user to set call routing of calls to your extension based on the time of day and day of week.

 

SPC Schedule.gif

 

In the example above the Name is set to “ext_2254” – this is the name of this schedule. It can be changed but will not be displayed in any other location that affects phone usage.

Time is broken into three categories (modes of operation):

  • Hours of Operation
  • Outside of Hours
  • Lunch Hours

Use the various entries to set destinations and time periods for each mode. Use the MORE (...) icon to input additional call handling digits whenever required.

Notice that “Apply Forward Settings” is checked yes for Hours of Operation and not Outside of Hours. This will have the effect of following the Follow-Me forward programming that is set on the extension only during office hours.

Notice too that at lunch hours we are directing calls to this extension to the extension’s voice mailbox directly. No need to ring the phone during this time.

 Destination Extension: input digits to include


SPC DP Digits.gif


Call group:


SPC Queue Priority.gif


SPC – Call Log

SPC Call Log.gif


In SPC Call Log it is possible to review all of the calls in the log that have been received and placed. From the log information about the call can be found… internal/external, direction of the call etc.

It is also possible to place calls from this list.

When a call is displayed and you’d like to place a call to that number, click on the icon HANDSET next to the number and a Dial dialog box will open allowing you to make that call.


SPC Handset.gif


When making a call in this way:

  1. Click Dial
  2. Your telephone will ring
  3. Answer your telephone
  4. You will hear ringing after you answer – as the call to the call log number is now in progress.

SPC – Voice Mail

SPC VM Folders.gif


When you select Voice Mail in SPC, you enter into the New Messages folder. There are five categorized folders and five custom folders available as part of standard voice mail. The New folder is where all voice messages are kept automatically. Once they are heard they can be stored in any of the available folders for organized replay later.

Use the checkboxes to select message and move them to folders as you wish. You can also play  messages and download  messages to your PC. Callback is also possible from Voice Mail….

 

SPC – Voice Mail – My Greetings

Voice Mailbox Greeting can be programmed from either a telephone or by uploading a file that is prerecorded. Recording your greetings via you telephone is the most common technique and is covered in the section Voice Mail Setup and Voice Mail Menus – Mailbox Options. However it is possible to make your greeting extraordinary by prerecording the greeting and splicing it with music. This adds a very dynamic quality to your greeting.

 If you have the ability to make such a recording great, if not, consider having one done professionally.

When it is prepared, upload  it to the system for the greeting appropriate (Name, Busy, Unavailable, or Temporary). You must be familiar with standard file upload operations to succeed in this endeavor. If not seek the help of a helpful geek.


SPC VM Greetings.gif


SPC Exit

You can exit from SPC at any time using the Logout button at the upper-right of the web page.</div>
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