Training:Application Solution - Revision history

Tyler: /* The Application Development Sequence: */

2023-12-11T15:20:11Z

The Application Development Sequence:

Tyler: /* Detailed Confirmation Elements */

2023-12-11T15:06:05Z

Detailed Confirmation Elements

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	The Application Development Sequence:		==== The Application Development Sequence: ====

	~~<u>'''First'''</u>- create the extensions.  This can be accomplished in several ways. The module on auto provisioning covers this in detail.~~		==== Creating Extensions: ====

	~~About~~ Extension:		# ''Extension Configuration:''
			#* Extensions are configurable as 3 or 4-digit numbers.
	*Extensions ~~can be~~ 3 or 4 ~~digits in length~~		#* Features include various Call Forwarding options such as Unconditional, Busy, No Answer, or Unavailable.
	*Call Forwarding ~~is available -~~ Unconditional, Busy, No Answer or Unavailable.		#* With the creation of an extension, a corresponding voicemail box, a chat client, and a schedule are automatically generated.
	*~~When~~ an extension ~~is created~~, a voicemail box, a chat client and a ~~Schedule~~ are ~~created~~		#* The 'Follow-Me' feature enhances flexibility by allowing simultaneous and sequential ringing across multiple extensions or PSTN numbers.
	*~~<span data-scayt_word="Follw" data-scaytid="2">Follw</span>~~ - Me ~~allows~~ simultaneous and sequential ringing ~~of any number of extension~~ or ~~<span data-scayt_word="~~PSTN~~" data-scaytid="3">PSTN</span>~~ numbers		# ''Licensing and Extension Management:''
	*The ~~quantity~~ of ~~Extension~~ is ~~subject to~~ the ~~license.  If additional extensions are required~~, ~~they can be purchased through the license~~ expansion.		#* The total number of available extensions is governed by the licensing agreement, with options for expansion to cater to growing business needs.
	*~~IPitomy Licenses are~~ for IPitomy phones.		#* Separate licensing categories exist for IPitomy phones and non-IPitomy devices, with open extension licenses typically carrying a slightly higher cost.
	*Open licenses are for devices ~~not manufactured by IPitomy.  Open~~ extension licenses cost ~~a little more than IPitomy extension licenses~~.		#* The system provides Auto Provisioning for IPitomy Phones, streamlining the setup process.
	*Auto Provisioning ~~is available~~ for IPitomy Phones.		#* Importing user information through a CSV file is a time-efficient method to batch-create extensions.
	*Importing ~~all of the users names, email addresses and extension numbers~~ is a ~~quick way~~ to ~~enter in the data and~~ create ~~all of the~~ extensions ~~at once~~.~~  This can be accomplished with a comma <span data-scayt_word="seperated" data-scaytid="4">seperated</span> values (.csv) file.  When the names are imported,~~ extensions ~~are created. or~~,		#* Manual creation of extensions is also an option, allowing for individualized data entry.
	**Extensions can be manually created and the extension data ~~entered one at a time~~		#* Mass editing features are available post-creation, facilitating easy management and updates of extension information.
	**Mass editing ~~of the extensions saves time~~ and ~~allows quick changes and is possible at any time after the creation~~ of ~~extensions~~.		# ''System Compatibility and Intercom Use:''
	*IPitomy ~~is compatible~~ with a ~~wide variety~~ of SIP devices ~~like~~ conference phones, ~~soft phones~~ and ~~anything that is~~ SIP ~~compatible~~.		#* The IPitomy system boasts wide compatibility with a range of SIP devices, including conference phones, softphones, and other SIP-compliant equipment.
	*IPitomy phones ~~can be used as~~ intercom paging between extensions or ~~groupd of extension~~.		#* An added feature is the capability of using IPitomy phones for intercom paging, either between individual extensions or groups, enhancing internal communication efficiency.

	<u>'''Second'''</u>- Create Groups of extensions.  Groups are used to ring a group of phones all at once or in a sequence. Groups are also used in paging.		<u>'''Second'''</u>- Create Groups of extensions.  Groups are used to ring a group of phones all at once or in a sequence. Groups are also used in paging.
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	== Review and Confirmation Process in IPitomy System Setup ==		== Review and Confirmation Process in IPitomy System Setup ==


	The final stage in setting up an IPitomy IP PBX system is a comprehensive review and confirmation process. This ensures complete alignment of the system components with the customer's specifications and requirements. Documenting all relevant information in the IPitomy Setup Worksheet is crucial for defining the scope of work and establishing clear expectations between the provider and the customer.		The final stage in setting up an IPitomy IP PBX system is a comprehensive review and confirmation process. This ensures complete alignment of the system components with the customer's specifications and requirements. Documenting all relevant information in the IPitomy Setup Worksheet is crucial for defining the scope of work and establishing clear expectations between the provider and the customer.

	~~==== Detailed Confirmation Elements ====~~

	==== Extension Number Range ====		==== Extension Number Range ====
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	* Document the types of devices integrated into the system, including IP phones, conference devices, and other SIP-compatible hardware.		* Document the types of devices integrated into the system, including IP phones, conference devices, and other SIP-compatible hardware.
	# Network Layout
	#* Examine and confirm the overall network layout, assessing its compatibility and efficiency for the IPitomy system.		==== Network Layout ====
	# Router Specifications
	#* Ensure understanding of the router's capabilities, crucial for network settings configuration and system integration.		* Examine and confirm the overall network layout, assessing its compatibility and efficiency for the IPitomy system.
	# Data Switch Types
	#* Identify data switch types, particularly noting Power over Ethernet (PoE) capabilities, essential for planning device connectivity and power management.		==== Router Specifications ====
	# Cabling
	#* Check that network cabling is certified and in good condition, and that all devices and IP addresses are accurately documented.		* Ensure understanding of the router's capabilities, crucial for network settings configuration and system integration.
	# Router Access
	#* Secure access to the router GUI or establish a relationship with IT personnel for necessary access.		==== Data Switch Types ====
	# IP PBX IP Address
	#* Confirm the uniqueness of the IPitomy system's IP address within the network to avoid conflicts.		* Identify data switch types, particularly noting Power over Ethernet (PoE) capabilities, essential for planning device connectivity and power management.
	# Network Condition
	#* Assess the overall health and performance of the network, ensuring it can adequately support the IPitomy system.		==== Cabling ====
	# End-User Network Responsibility
	#* Ensure that the end-user understands their role in maintaining network performance, including the necessity of network upgrades or modifications for optimal system functioning.		* Check that network cabling is certified and in good condition, and that all devices and IP addresses are accurately documented.

			==== Router Access ====

			* Secure access to the router GUI or establish a relationship with IT personnel for necessary access.

			==== IP PBX IP Address ====

			* Confirm the uniqueness of the IPitomy system's IP address within the network to avoid conflicts.

			==== Network Condition ====

			* Assess the overall health and performance of the network, ensuring it can adequately support the IPitomy system.

			==== End-User Network Responsibility ====

			* Ensure that the end-user understands their role in maintaining network performance, including the necessity of network upgrades or modifications for optimal system functioning.

	*		*

Tyler: /* Database Building: */

2023-12-11T14:42:52Z

Database Building:

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	==== Detailed Confirmation Elements ====		==== Detailed Confirmation Elements ====

	# Extension Number Range		==== Extension Number Range ====
	#* Confirm the range of extension numbers to be used, ensuring they fit the customer's organizational structure and communication needs.
	# Device Types		* Confirm the range of extension numbers to be used, ensuring they fit the customer's organizational structure and communication needs.
	#* Document the types of devices integrated into the system, including IP phones, conference devices, and other SIP-compatible hardware.
			==== Device Types ====

			* Document the types of devices integrated into the system, including IP phones, conference devices, and other SIP-compatible hardware.
	# Network Layout		# Network Layout
	#* Examine and confirm the overall network layout, assessing its compatibility and efficiency for the IPitomy system.		#* Examine and confirm the overall network layout, assessing its compatibility and efficiency for the IPitomy system.

Tyler: /* Review and confirmation */

2023-12-11T14:41:27Z

Review and confirmation

← Older revision		Revision as of 14:41, 11 December 2023
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	<u>'''Scheduled Calls'''</u> - Scheduled calls are a destination where an announcement or audio file can be played to a group of phones or integrated paging devices based upon time of day.  An example of this is to play a school bell audio sound to announce start and end of classes.  Emergency announcements can be made by dialing the destination extension number and entering the programmed PIN code.		<u>'''Scheduled Calls'''</u> - Scheduled calls are a destination where an announcement or audio file can be played to a group of phones or integrated paging devices based upon time of day.  An example of this is to play a school bell audio sound to announce start and end of classes.  Emergency announcements can be made by dialing the destination extension number and entering the programmed PIN code.

	== Review and ~~confirmation<br/>~~ ==		== Review and Confirmation Process in IPitomy System Setup ==

	It is best to set up all of the end users information in the IPitomy Setup Worksheet.  This outlines your scope of work and sets the expectations between you and your customer.  Once all of the application elements have been decided, be sure to go over the worksheet with your customer.

	*~~Extension number~~ range		The final stage in setting up an IPitomy IP PBX system is a comprehensive review and confirmation process. This ensures complete alignment of the system components with the customer's specifications and requirements. Documenting all relevant information in the IPitomy Setup Worksheet is crucial for defining the scope of work and establishing clear expectations between the provider and the customer.
	*Device Types
	*Network layout		==== Detailed Confirmation Elements ====
	*~~Router type, knowledge~~ of ~~its~~ capabilities ~~– this has been covered in previous modules. The point here is KNOW it before moving on~~.
	*Data Switch ~~type~~(s), ~~knowledge of their capabilities - POE? ~~		# Extension Number Range
	*~~Cabling~~ certified and ~~known~~ condition ~~– this has been covered in previous modules. All~~ devices ~~known~~ and IP ~~Addresses known~~		#* Confirm the range of extension numbers to be used, ensuring they fit the customer's organizational structure and communication needs.
	*~~Access~~ to the ~~Router~~ GUI or relationship with IT personnel ~~to get~~ access ~~when needed~~		# Device Types
	*IP PBX IP Address ~~cleared for use on~~ the network ~~– does not conflict with any existing device AND is guaranteed not~~ to ~~become in conflict with any network device~~		#* Document the types of devices integrated into the system, including IP phones, conference devices, and other SIP-compatible hardware.
	*~~Known condition~~ of network		# Network Layout
	*~~End~~-user ~~acceptance of~~ their ~~ownership of~~ network performance ~~and agreement to accept any requirement to bring their~~ network ~~up to “spec” should an undisclosed issue arise~~.		#* Examine and confirm the overall network layout, assessing its compatibility and efficiency for the IPitomy system.
			# Router Specifications
			#* Ensure understanding of the router's capabilities, crucial for network settings configuration and system integration.
			# Data Switch Types
			#* Identify data switch types, particularly noting Power over Ethernet (PoE) capabilities, essential for planning device connectivity and power management.
			# Cabling
			#* Check that network cabling is certified and in good condition, and that all devices and IP addresses are accurately documented.
			# Router Access
			#* Secure access to the router GUI or establish a relationship with IT personnel for necessary access.
			# IP PBX IP Address
			#* Confirm the uniqueness of the IPitomy system's IP address within the network to avoid conflicts.
			# Network Condition
			#* Assess the overall health and performance of the network, ensuring it can adequately support the IPitomy system.
			# End-User Network Responsibility
			#* Ensure that the end-user understands their role in maintaining network performance, including the necessity of network upgrades or modifications for optimal system functioning.
			*

	== Application Development<br/> ==		== Application Development<br/> ==

Tyler: /* DCM (Desktop Call Manager) */

2023-12-11T14:39:50Z

DCM (Desktop Call Manager)

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	= IPitomy Technical Training – Basic~~<br/>~~ =		= IPitomy Technical Training – Basic: Understanding the Application =

	== ~~Understanding the Application<br/>~~ ==		== Overview ==

	~~The application is the result of~~ a ~~properly designed~~ PBX ~~Solution~~ that meets ~~the~~ requirements ~~of the customer~~. The ~~most effective way of accomplishing the customer specific application~~ is ~~to get all of the~~ information from the customer ~~and use that~~ information ~~to populate~~ your IPitomy setup worksheet~~. In the preceding modules we’ve covered the preliminary ground work needed to ask the questions that will allow you to build the application.  The setup worksheet is~~ a document ~~that should define~~ the scope of work ~~as far as~~ programming ~~the system~~.~~ ~~ Having this ~~in writing provides a clear application definition and reduces the possibility of misalignment~~ of expectations.		At IPitomy, we believe in crafting a PBX solution that precisely meets our customer's requirements. The key to achieving this is thorough information gathering from the customer. This information forms the basis of your IPitomy setup worksheet, a critical document defining the scope of work for system programming. Having this documented ensures alignment of expectations and serves as a reference for system reconstruction, if necessary.

	The IPitomy worksheet is an excellent place to start this process and provides the written backup that is very often a needed fail-safe plan to reconstruct the application in the absence of a good backup.  It is a good idea to keep a copy of the setup worksheet in the same directory that you use to store the customers backup files.  This module covers the basic system application.		= Database Building: =

	= Database Building: =		==== Database Building in IPitomy's IP PBX System ====
			At IPitomy, our IP PBX system represents the cutting edge of business telecommunications, functioning as a software-centric solution. This approach distinguishes it from traditional Time-Division Multiplexing (TDM) based key systems and PBXs. The primary advantage of our software-based system is its minimal reliance on hardware components, significantly reducing the likelihood of hardware failures.

			Effective database construction within our system is crucial and should be meticulously planned. This planning process is vital to ensure that the final solution aligns perfectly with customer expectations. Gathering detailed information prior to the installation date is essential for a smooth, professional installation process and to minimize unbillable follow-up work.

	IPitomy ~~is an IP PBX system which means is is a pure software based business telecommunication~~ system~~.  It~~ is ~~very similar to traditional <span data~~-~~scayt_word="TDM" data~~-~~scaytid="1">TDM</span>~~ based ~~key systems~~ and ~~PBX~~'s ~~with one big difference; it is a pure software based~~ system~~. IPitomy~~ does not ~~have all of the hardware components associated with traditional systems so there are very few parts that can fail~~. ~~Building~~ the database ~~is best done when well planned. Planning assures that the solution meets the expectations of the customer. Obtaining the information prior~~ to ~~the date of installation provides you with the data you need~~ to ~~install professionally and with~~ the ~~least amount of un-billable~~ call ~~backs~~.		One of the standout features of the IPitomy system is its user-friendly, web-based administration interface. This interface simplifies the programming and setup of the application. It's important to note that the IPitomy system does not include a default database. Therefore, setting up the database requires careful attention to sequence to establish the necessary elements for successful call flow.

	~~IPitomy has a web based administration interface that makes programming and setup~~ of the application simple.  IPitomy does not come with a default database, so it is necessary to create the database in the proper sequence to build the elements necessary for successful call flow.		==== Key Components of Database Building ====

	IPitomy ~~has a very simple~~ setup ~~process~~.~~ ~~		# Destinations:
			#* In the IPitomy system, destinations are the endpoints within the PBX where calls are routed. Examples include automated attendants or individual extensions.
			#* Direct Inward Dialing (DID) numbers can be assigned to directly route calls to specific destinations, such as conference rooms or individual extensions, enhancing direct communication efficiency.
			# Providers (Trunks):
			#* Providers in the IPitomy system are crucial elements that manage the routing of calls both into and out of the system.
			#* Once destinations are established, providers can be set up to facilitate the designed call routing requirements. This setup is integral to ensuring that calls are managed and directed according to specific business needs.

	*'''Destinations''' - provide a destination within the PBX ~~to route calls to like an automated attendant or an extension. <span data-scayt_word="DID's" data-scaytid="95">DID's</span>~~ can ~~be used~~ to ~~directly ring any destination e.g. conference rooms or extensions~~.		By following these steps and understanding the intricacies of our IPitomy IP PBX system, users can leverage its full potential to create a robust, efficient telecommunication setup that meets and exceeds customer expectations.
	*'''Providers''' are the elements that route calls into the system and out of the system (Trunks).  Once you set up the destinations, you can set up the providers and implement the design requirements for call routing.		*

	[[File:Menu Left detail.png\|none\|Menu Left detail.png]]		[[File:Menu Left detail.png\|none\|Menu Left detail.png]]
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	Below is how you include the remote phones section:		Below is how you include the remote phones section:

	=== ~~<span data-scayt_word="DCM" data-scaytid="44">DCM</span> (Desktop Call Manager)<br/>~~ ===		=== [[Qmanager\|QManager]] ===

	*Desktop Call Manager is a PC-based, Windows Application that can be loaded onto user computers to gain a high level of control of communications for their telephone. <span data-scayt_word="DCM" data-scaytid="45">DCM</span> is licensed per user and can be installed at on a single PBX or multiple PBX’s that are branched together with the <span data-scayt_word="Multisite" data-scaytid="52">Multisite</span> <span data-scayt_word="DCM" data-scaytid="46">DCM</span> License.		*Desktop Call Manager is a PC-based, Windows Application that can be loaded onto user computers to gain a high level of control of communications for their telephone. <span data-scayt_word="DCM" data-scaytid="45">DCM</span> is licensed per user and can be installed at on a single PBX or multiple PBX’s that are branched together with the <span data-scayt_word="Multisite" data-scaytid="52">Multisite</span> <span data-scayt_word="DCM" data-scaytid="46">DCM</span> License.

Mike Lunn at 16:25, 8 December 2021

2021-12-08T16:25:24Z

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	[http://www.ipitomy.com/webrelease/IPitomy/IP1100+/IPitomy%20IP1100+%20Manual.pdf http://www.ipitomy.com/<span data-scayt_word="webrelease" data-scaytid="73">webrelease</span>/IPitomy/<span data-scayt_word="IP1100" data-scaytid="75">IP1100</span>+/IPitomy%<span data-scayt_word="20IP1100" data-scaytid="76">20IP1100</span>+%20Manual.pdf]		[http://www.ipitomy.com/webrelease/IPitomy/IP1100+/IPitomy%20IP1100+%20Manual.pdf http://www.ipitomy.com/<span data-scayt_word="webrelease" data-scaytid="73">webrelease</span>/IPitomy/<span data-scayt_word="IP1100" data-scaytid="75">IP1100</span>+/IPitomy%<span data-scayt_word="20IP1100" data-scaytid="76">20IP1100</span>+%20Manual.pdf]
			[[Category:Training]]

Drew Harrell: /* Ring Groups/ACD */

2016-08-22T20:56:30Z

Ring Groups/ACD

← Older revision		Revision as of 20:56, 22 August 2016
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	*Ring Groups Defined – Ring Groups are a powerful communications resource in the IPitomy IP PBX and for your customer.<span data-scayt_word="ACD" data-scaytid="13">ACD</span> will be discussed in the Advanced training course.<ul style="list-style-type:circle;">		*Ring Groups Defined – Ring Groups are a powerful communications resource in the IPitomy IP PBX and for your customer.<span data-scayt_word="ACD" data-scaytid="13">ACD</span> will be discussed in the Advanced training course.<ul style="list-style-type:circle;">
	~~</ul>~~</ul>		</ul>

	*Ring Strategy		*Ring Strategy

Drew Harrell: /* Ring Groups/ACD */

2016-08-22T20:34:02Z

Ring Groups/ACD

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	**Failovers (Queue Timeout destinations) Where the call is directed to after the timeout expires.  This can be any destiniation in the system.		**Failovers (Queue Timeout destinations) Where the call is directed to after the timeout expires.  This can be any destiniation in the system.
	**Will a menu be associated to any Ring Groups (ACD Feature – callers in an ACD - Ring Group queue can interact with options available while waiting in queue and select a new system destination)		**Will a menu be associated to any Ring Groups (ACD Feature – callers in an ACD - Ring Group queue can interact with options available while waiting in queue and select a new system destination)
	**Use theIPitomy WIKI at [http://wiki.ipitomy.com http://wiki.ipitomy.com] to search for any of the subjects above to learn about how to implement the powerful features of ~~Call~~ Groups and <span data-scayt_word="ACD" data-scaytid="23">ACD</span>.		**Use theIPitomy WIKI at [http://wiki.ipitomy.com http://wiki.ipitomy.com] to search for any of the subjects above to learn about how to implement the powerful features of Ring Groups and <span data-scayt_word="ACD" data-scaytid="23">ACD</span>.
	**Link to Group Video Training [https://www.youtube.com/watch?v=dZavlZJW-18&feature=c4-overview&list=UU1cwHaNWU97sdZm3yEBqNeg]		**Link to Group Video Training [https://www.youtube.com/watch?v=dZavlZJW-18&feature=c4-overview&list=UU1cwHaNWU97sdZm3yEBqNeg]

Drew Harrell: /* Ring Groups/ACD */

2016-08-22T20:33:42Z

Ring Groups/ACD

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	**Agents – those in the group with no specific telephone or wanting the ability to Log On to the Queue and Log Off the Queue separately from telephone-based functions.  Agents can log in from any phone. - Requires ACD Option		**Agents – those in the group with no specific telephone or wanting the ability to Log On to the Queue and Log Off the Queue separately from telephone-based functions.  Agents can log in from any phone. - Requires ACD Option
	**Failovers (Queue Timeout destinations) Where the call is directed to after the timeout expires.  This can be any destiniation in the system.		**Failovers (Queue Timeout destinations) Where the call is directed to after the timeout expires.  This can be any destiniation in the system.
	**Will a menu be associated to any ~~Call~~ Groups (ACD Feature – callers in an ACD - ~~Call~~ Group queue can interact with options available while waiting in queue and select a new system destination)		**Will a menu be associated to any Ring Groups (ACD Feature – callers in an ACD - Ring Group queue can interact with options available while waiting in queue and select a new system destination)
	**Use theIPitomy WIKI at [http://wiki.ipitomy.com http://wiki.ipitomy.com] to search for any of the subjects above to learn about how to implement the powerful features of Call Groups and <span data-scayt_word="ACD" data-scaytid="23">ACD</span>.		**Use theIPitomy WIKI at [http://wiki.ipitomy.com http://wiki.ipitomy.com] to search for any of the subjects above to learn about how to implement the powerful features of Call Groups and <span data-scayt_word="ACD" data-scaytid="23">ACD</span>.
	**Link to Group Video Training [https://www.youtube.com/watch?v=dZavlZJW-18&feature=c4-overview&list=UU1cwHaNWU97sdZm3yEBqNeg]		**Link to Group Video Training [https://www.youtube.com/watch?v=dZavlZJW-18&feature=c4-overview&list=UU1cwHaNWU97sdZm3yEBqNeg]

Drew Harrell at 20:32, 22 August 2016

2016-08-22T20:32:12Z

← Older revision		Revision as of 20:32, 22 August 2016
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	[[File:VM to email.PNG\|center\|VM to email.PNG]]		[[File:VM to email.PNG\|center\|VM to email.PNG]]
	<p style="text-align: justify"></p>		<p style="text-align: justify"></p>
	=== ~~Call~~ Groups/<span data-scayt_word="ACD" data-scaytid="12">ACD</span> ===		=== Ring Groups/<span data-scayt_word="ACD" data-scaytid="12">ACD</span> ===

	*Ring Groups Defined – Ring Groups are a powerful communications resource in the IPitomy IP PBX and for your customer.<span data-scayt_word="ACD" data-scaytid="13">ACD</span> will be discussed in the Advanced training course.<ul style="list-style-type:circle;">		*Ring Groups Defined – Ring Groups are a powerful communications resource in the IPitomy IP PBX and for your customer.<span data-scayt_word="ACD" data-scaytid="13">ACD</span> will be discussed in the Advanced training course.<ul style="list-style-type:circle;">