IP PBX Manual Appendix 3 SoftPhones

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Softphone Configuration

What is a Softphone?

CounterPath’s eyeBeam® 1.5 and X-Lite® 3.0 are Web-based telephones that operate from a PC. These next-generation Voice Over IP (VoIP) telephony client’s are designed to enhance a user’s communication experience by keeping them connected to callers anyplace and anytime through the convenience of an intuitive and user-friendly desktop.

Based on open standards, CounterPath™ Softphones use a telephone-centric interface that allows users to manage voice, video, instant messaging (IM) and presence applications on their desktop. This comprehensive suite of carrier-grade solutions, give users the flexibility to meet the fast-paced and changing demands of any business.

X-Lite^® 3.0 Free Softphone

• Intuitive user interface makes it easy for both novice and power users to make and receive calls, initiate video conferencing, and communicate using Instant Messaging.
• Comprehensive Personal Address Book, including detailed calls lists and history.
• Microsoft Outlook® integration allowing users to import their address book into their eyeBeam® contact list.
• Zero-Touch Configuration of audio or video devices.
• Instant messaging (IM) and presence management.
• Multi-party and ad-hoc voice and video conferencing (IP and PSTN).
• Voice and video call recording.
• Pop-up management of incoming calls.

eyeBeam^® 1.5 (Pricing available at www.counterpath.com)

• Intuitive user interface that makes it easy for both novice and power users to make and receive calls, initiate video conferencing, and communicate using Instant Messaging.
• Comprehensive Personal Address Book, including detailed calls lists and history.
• Microsoft® Outlook® integration allowing users to import an address book into the eyeBeam® contact list and dial directly from the application.
• Zero-Touch Configuration of audio or video devices.
• Instant messaging (IM) and presence management.
• Multi-party and ad-hoc voice and video conferencing (IP and PSTN).
• Voice and video call recording.
• Pop-up management of incoming calls.
• Security offering signaling and media encryption via TLS and SRTP streams.
• Performance management of the SIP end-point (Softphone).
• High compression CODEC support.

Softphone Installation

STEPS:

1. Using the Internet Explorer, go to the CounterPath website at the www.counterpath.com.
2. Download the CounterPath™ Softphone to be used with the system. The installation utility will install a phone icon in the toolbar of the operating system. It looks like a green light.
3. Left click the Softphone Icon in the operating system toolbar. The Softphone will appear.
4. Right click on the Softphone and select SIP Account Settings from the drop-down menu.
5. Click Properties. The properties window for the Softphone will appear.
6. Enter a Display Name. This is the name of the person or department associated with the phone.
7. Create a User Name. This is the extension the phone will be off of the IPitomy IP PBX. Be sure to use a number that is not being used by an existing extension.
8. Enter a Password. This password will need to be the same as the one used in the IPitomy IP PBX Extension Setup (Add New) page.
9. Enter the Extension Number in the Authorization User Name field.
10. Enter the Domain (IP Address) of the system to which the Softphone is to be connected.
11. Click Apply then select OK. Softphone Account Settings page will close.
12. Log into the IPitomy IP PBX (if not already logged in). Click Destinations and Extensions in the navigation bar of the system’s administration menu. The Extensions page will appear.
13. Click Add New. The Edit Extensions page will appear. Note that each new extension added automatically has a voice mailbox created.
14. Insert the Name or department associated with the extension being created.
15. Create an Extension Number for this person or department.
16. Populate the Email address for the person or extension. This will allow the system to forward email messages to the address of the person at the extension.
17. Select a status from the drop-down menu. An extension can be:

    • Active Currently in use.
    • Disabled Not currently in use.

18. 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.
19. Enter a 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 360 seconds in length.
20. Define a Call Limit. This is the number of concurrent calls allowable at an extension. The Call Limit selected must be between 0 and 9. This limit will depend on the phone being installed.
21. Create a Call Group number. 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.
22. Create a Pickup Group. This number must match the Call Group number(s). It defines the Call Group Numbers this extension can pickup remotely by pressing *8.
23. Click Apply Schedule. When an extension is created, a schedule destination is created. This schedule is not activated until the Apply Schedule box is selected. When it is selected, you can setup a schedule for this extension by selecting Schedule under the Destinations Menu and clicking on the schedule for that extension. 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.

Forward Settings

The 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 of any telephone.

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

• 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.
• 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).

PBX Extension Forward Settings

STEPS (on edit extension page) :

1. Pick the setting to be provisioned Unconditional, Busy, No Answer or Unavailable.
2. Select Enabled or Disabled. Disabled turns the forward setting off. Enabled turns the forward setting on.
3. 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 number. 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.

Changing a Forwarding Number from an Extension

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

• Dial *90 to disable forwarding.
• Dial *91 to enable forwarding.
• Dial *92 to set the forwarding number.

Changing a Forwarding Number from a PC

STEPS:

1. Browse to the Smart Personal Console page.
2. Login.
3. Select a Destination for the chosen forward type.
4. Enter the telephone number.

Changing a Forwarding Number While Away from an Extension

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

When it is necessary to modify the forwarding setting while away from the office, the IPitomy IP PBX has a forwarding application built into the system. It is necessary to have an automated attendant menu accessible from outside the system. The forwarding gateway is selectable as an option from the Smart Personal Console. When away from the office, it is possible to call into the Automated Attendant, enter the digit setup to be the forwarding gateway. Here users can turn forwarding on or off and enter a different number to forward calls to.

STEPS:

1. Call into the Automated Attendant menu.
2. Select the touch-tone digit that has been set for modifying forwarding settings.
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.

Advanced Settings

Network Settings

When installing a Softphone change the SIP Password in Network Settings to match the password created in the Softphone Account Settings. The rest of these settings represent service provider permissions and identification information. These other system (extension) defaults should not be changed.