IPitomy 1500 User Guide

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1 IPitmy 1500 User Guide

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3 Table f Cntents IPitmy 1500 User Guide...1 Intrductin...1 Abut the IPitmy Benefits f VIP Technlgy...1 Hw This Guide Wrks...2 Web-based System Setup...2 The Installatin Wrksheet...2 Prduct Overview...3 IPitmy 1500 Cmpnents...3 Pwerful All-In-One Cmmunicatins Platfrm...3 Entering System Infrmatin...3 System Administratin...4 System Overview...4 Extensins...5 Grups...5 Autmated Attendant (Menu)...5 Advanced Ruting Functins...5 Vic and Unified Messaging...5 Directry...5 Direct Inward Dialing Numbers...5 Cnferencing...5 Frwarding Gateway...6 Vic Gateway...6 Supprted IP Phne Sets...6 Befre Getting Started...7 Cnnecting the System...7 Hardware Setup...7 Cnnecting the Phne Lines...7 System Requirements...11 Netwrk Requirements...11 IP Addresses...11 Service Prviders...12 System Administratin...13 Abut the Administratin Menu...13 System...14 Netwrking...14

4 Prviders...15 Hardware Trunks...15 Destinatins...19 Extensins...19 Grups...26 Menus...30 Meet-me Cnferences...33 Vic Schedules...36 Call Ruting...38 Incming Ruting...38 Outging Ruting...40 PBX Setup...41 General...41 Database...42 Vic Prmpts...45 Music n Hld...46 Feature Cdes...48 Services...48 Reprts...48 CDR Reprts...48 Diagnstics...49 Mnitring...49 Smart Persnal Cnsle...50 Smart Operatr Cnsle...51 Call Management Lights...51 Appendices...54 Appendix 1: IP Telephnes...55 IPitmy Aastra 480i...55 Aastra 9133i...55 Aastra 9112i...56 Aastra 480i CT...56 CunterPath eyebeam 1.5 and X-Lite What is a Sftphne?...57 X-Lite 3.0 Free Sftphne...57

5 eyebeam Appendix 2: Changing IP Address...62 Determining Lcal Netwrk Address...62 Determining an Available IP Address...62 Netwrk n XXX ( Nt Available)...63 Netwrk NOT n XXX...65 Appendix 3: DHCP Settings...68 Leasing Time fr an IP Address...68 Determining/Viewing DHCP Settings n a Linksys Ruter...68 Tips fr Understanding the IP Address List...68 Glssary...69

6 Intrductin Abut the IPitmy 1500 The IPitmy 1500 is a pwerful business cmmunicatins platfrm. It is a pure IP PBX designed t use IP netwrks fr vice calls. Engineered t supprt frm 10 t 150 users, the system will wrk with analg lines and T1 /PRI lines fr traditinal Public Switched Telephne Netwrk (PSTN) cnnectivity. In additin t traditinal telephne lines, the IPitmy 1500 can use VIP service prviders like IPitmy Exchange, replacing traditinal PSTN lines with a bradband cnnectin. Benefits f VIP Technlgy The IPitmy 1500 can supprt any r all f these cnnectivity methds simultaneusly r in any cmbinatin. Custmers nt quite ready t depend n VIP prviders fr all f their business cmmunicatins can start at their wn pace and gain a cmfrt level, shifting t VIP bradband prviders at their wn pace. Benefits f VIP technlgy include: One Wiring System The system uses a single wiring system fr telephnes and dataall data and vice are n Lcal Area Netwrk (LAN) Categry 5 wiring. Web-based Administratin System administratin is perfrmed n the netwrk thrugh a Web-based administratin prgram. Remte Users When calls are ruted ver the Internet, lng distance charges can be avided. In businesses with remte wrkers, these emplyees can stay lgged int the ffice thrugh a bradband cnnectin at all times withut incurring any additinal charges. Centralized System Features Every extensin that is lgged int the system is capable f receiving and riginating calls. The use f system features such as vic , autmated attendant and are all centralized simplifying all supprt and maintenance. Reduced Csts VIP system users can reduce cst in many areas f a business. VIP telephny lwers the cst f supprt and maintenance csts, as well as, reducing telephny line csts by up t 50%. Simplifies Administratin Mves, adds and changes are simple. The IPitmy 1500 prvides enhanced capabilities fr users t make changes withut incurring a service call. Investment Prtectin VIP, and in particular, Sessin Initiatin Prtcl (SIP)- based VIP prducts ffer investment prtectin. The industry is rapidly mving tward Internet Prtcl (IP) cmmunicatins technlgies. Older digital and analg technlgies are becming bslete and are being replaced with IP-based prducts that will be arund fr a lng time. Cpyright IPitmy Cmmunicatin, LLC VRF

7 Hw This Guide Wrks Web-based System Setup This is a Reference Guide designed t help yu install and use the IPitmy Each sectin f the guide prvides easy-t-fllw instructins regarding installatin f the system. Within each sectin f the Reference Guide yu will find: Step-by-Step Instructins Use these easy-t-fllw steps as part f any system implementatin. Advanced Settings These ptins are settings fr handling sme f the mre sphisticated capabilities f the IPitmy Installatin Ntes These business scenaris and tips describe applicatins where r when a specific feature might be used. Quick Reference These are tips abut cmpleting fields thrughut the administratin f the IPitmy Just mve yur muse ver the and a brief descriptin f the field pps up. The Installatin Wrksheet Use the IPitmy 1500 Installatin Wrksheet t make cllecting infrmatin used in the implementatin f the system simple. This Wrksheet can be dwnladed frm IPitmy.cm in the Dealer Sectin f the site. Cpyright IPitmy Cmmunicatin, LLC VRF

8 Prduct Overview IPitmy 1500 Cmpnents Understanding the IPitmy 1500 s architecture and hw it wrks will make installing the system simple. Pwerful All-In-One Cmmunicatins Platfrm The IPitmy 1500 IP PBX (Diagram 2) is an all-in-ne business cmmunicatins system. This pwerful system includes a cmplete suite f business cmmunicatin applicatins in ne appliance: Fully-featured Business Phne System Autmated Attendant and IVR Enhanced Call Distributin Enhanced Vice Messaging System with Unified Messaging Meet-me Cnference Applicatin Built-in Music n Hld Call Queuing fr Inbund Calls Remte Extensins Brwser-based Administratin (Diagram 1) Entering System Infrmatin The system is cnfigured by entering infrmatin int the apprpriate fields n the menu screens. Sme fields are ppulated with data that is entered ther fields are cmpleted by selecting frm data presented in a drp-dwn menu. Drp-dwn menus are ppulated by cmpleting infrmatin in ther sectins f the system. T simplify system setup it is recmmend that infrmatin be entered in the fllwing rder: Extensins Grups Menus Prviders Entering infrmatin in this sequence will reduce the time it takes t up the system: Extensins will be ppulated in the drp-dwn menus fr creating grups. Cpyright IPitmy Cmmunicatin, LLC VRF

9 Grups and extensins will be ppulated fr creating autmated attendant (menu) ruting. Destinatins will be ppulated fr use in setting up prviders and hardware trunks. (Diagram 2) System Administratin IPitmy 1500 s administratin menus are a series f Web pages accessible frm a Web brwser. T the left f the Menu is a navigatin bar that allws users t click n and administer each sectin f the system. Administratin f the IPitmy 1500 is simple and intuitive. The system is designed with six primary areas f functinality. System System setup cnsists f netwrk cnfiguratin settings. Prviders Prviders are surces f PSTN and VIP cnnectivity. Prviders are the lines that handle all incming and utging calls. All VIP and traditinal telephne prviders are setup here. DID numbers are als entered here. Destinatins Destinatins are places where calls get ruted in the system: extensins, grups f extensins, autmated attendants, cnferences and vic . Call Ruting These settings rute inbund calls t specific destinatins within the system, and send utbund calls ver specific lcal, lng distance, internatinal and emergency rutes. PBX Setup These settings glbally cnfigure PBX timers, vice messaging and ther system features. Reprts These reprts display system usage, mnitr activity and prvide diagnstic infrmatin. System Overview The system is designed t be quick t setup and install. Using the Installatin Wrksheet t rganize system infrmatin and plan the applicatin in advance will reduce the time it takes t Cpyright IPitmy Cmmunicatin, LLC VRF

10 install the system. Mst businesses will have sme cmmn cmmunicatin needs. The system is rganized based n these cmmn needs. Extensins Extensins are telephnes. A telephne can be an IP (SIP)-telephne r a Sftphne. Calls are ruted t an extensin where peple answer them. In the IPitmy 1500, an extensin can be lcated in an ffice r utside the ffice when a bradband cnnectin is used. Grups Grups are a set f extensins. Once a grup is created, extensins can be designated members f the grup. This is accmplished by selecting grup members frm a drpdwn list. Calls can be ruted t grups by using the Grup functin. Autmated Attendant (Menu) T create an autmated attendant use the system s Menu functin. The Menu functin rutes calls t a destinatin in the system like a grup, extensin r anther menu. Destinatins are selected frm a drp-dwn list fr each crrespnding key-pad digit a caller must select t get t their chsen destinatin. A Menu must have a Menu Prmpt. This is a recrding that identifies fr callers the destinatins they may chse. Fr example, a Menu Prmpt might ffer callers the ptin t press 1 fr Sales, 2 fr Accunts Receivable r ther digits fr anther department. Advanced Ruting Functins When building an autmated attendant (menu) all rutable destinatins in the system will appear in the drp-dwn menu. In additin t the destinatins that are created while cnfiguring the system, there are several advanced functins that can be used frm the drp-dwn list. Vic and Unified Messaging When an extensin is created, a vic bx fr that extensin is als created. A vic bx allws a caller t leave a message if a persn is nt available at the extensin. When dialing int a mailbx fr the first time, a user must recrd their name and a mailbx greeting. The name is used in the cmpany s dial-by-name directry when selected frm the aut attendant (menu). The greeting is played when they are nt available t take a call and a caller reaches their mailbx. If an address is included in the Extensin page, a cpy f the vic message will be ed as a.wav file t the users accunt. This message can then be listened t n a PC. Directry The system has a dial-by-name directry. This ptin may be part f the autmatedattendant. When this ptin is selected, a caller dials the first three letters f the last name f the party they wuld like t reach. Names that match these three letters are played and the caller selects the extensin t which they want t be transferred. Names are stated in the directry as they have been recrded by users in their vic bx. Direct Inward Dialing (DID) Numbers A Direct Inward Dialed (DID) number is a telephne number assigned by a service prvider (i.e., T1 line, PRI r VIP). DIDs allw direct ruting f a call t a destinatin within the system. This can be an individual extensin, grup, cnference r menu. Cnferencing A Meet-me Cnference is an extensin n the system used fr cnference calls. Cpyright IPitmy Cmmunicatin, LLC VRF

11 Participants f a cnference can access a cnference by dialing the designated Meet-me Cnference extensin. Ruting callers t a Meet-me Cnference can be accmplished by using a DID, a menu, r simply transferring callers t the cnference extensin. Frwarding Gateway Mbility has becme a part f everyday life fr mst peple. System users need t be able t take calls anywhere. The IPitmy 1500 has the ability t frward calls. Users can turn call frwarding n and ff while in the ffice r away frm the ffice by using a tuch-tne key pad. This is setup in the Extensins setup page, but can be mdified frm any phne, including a cell phne. Mdifying frward settings remtely requires the autmated attendant (menu) ptin t be prgrammed. Vic Gateway Frm the autmated attendant (menu), users can call in frm any telephne and check messages. The vic gateway allws users t dial a pre-defined digit frm a tuchtne key pad n any phne t retrieve their messages. Supprted IP Phne Sets The IPitmy 1500 wrks with a variety f business-grade IP phne sets. See Appendix 1: IP Telephnes fr a cmplete list. Cpyright IPitmy Cmmunicatin, LLC VRF

12 Befre Getting Started Panning befre getting started will make the setup and installatin f the IPitmy 1500 simple. IPitmy has created an Installatin Wrksheet t assist in recrding business and system infrmatin used in planning system setup and installatin. This Checklist is in Appendix 3 f this Guide r can be dwnladed frm IPitmy.cm in the Dealer Sectin f the Web site. Cnnecting the System Hardware Setup The IPitmy 1500 cmes assembled and ready t install. The system requires cnnectin t the PSTN fr analg r T1 lines. It requires telephnes t be cnnected t the lcal area netwrk (LAN). Bradband access must als be established fr VIP cnnectivity (allwing remte extensins and remte management). (Diagram 3) Cnnecting the Phne Lines The IPitmy 1500 is equipped t supprt analg, digital, gateway r SIP cnnectins. Analg lines r a T1 are cnnected with internal hardware resurces. A gateway cnnects analg telephne lines by registering itself as a SIP prvider ver the LAN. SIP prviders create a direct cnnectin t the system. Internal Analg Line Cards The IPitmy 1500 uses three basic analg devices fr PSTN cnnectivity. The Digium TDM04B Analg Line Card (4 PSTN line cnnectins) The card supprting these cnnectins is already installed and cmpletely cnfigured. Simply cnnect the phne lines t the RJ11 jacks at the rear f the IPitmy 1500 and start making calls. These cnnectins are single pair; ne line per jack. It may be necessary t ech tune the system. Please call IPitmy Supprt ( ) if yu ntice an ech n the line. Cpyright IPitmy Cmmunicatin, LLC VRF

13 The Digium TDM808B Analg Line Card (8 PSTN line cnnectins) The card supprting these cnnectins is already installed and cmpletely cnfigured. Simply cnnect the phne lines t the RJ11 jacks at the rear f the IPitmy 1500 and start making calls. These cnnectins are single pair; ne line per jack. It may be necessary t ech tune the system. Please call IPitmy Supprt ( ) if yu ntice an ech n the line. The Digium 2404B 16 and 2406B 24 Analg Line Cards (16 r 24 PSTN line cnnectins) These lines are plugged int an Amphenl cnnectr and need t be terminated in a crss cnnect, break-ut bx r patch panel. The Amphenl cnnectr uses a single pair cnnectin t each phne line. Internal Digital T1 Cards The IPitmy 1500 uses tw devises fr digital cnnectivity. Digium TE120P T1 Card (a single T1/E1/J1 cnnectin) This card supprts industry standard telephny and data prtcls, including bth RBS and Primary Rate ISDN (PRI) prtcl families fr vice traffic. The card has a default cnfiguratin fr the system, but this cnfiguratin may be adjusted based n preference. Plug the RJ45 cnnectr int the T1 TDM surce supplied by the T1 prvider. Digium TE205P T1 Card (a dual T1/E1/J1 cnnectin) This card supprts industry standard telephny and data prtcls, including bth RBS and Primary Rate ISDN (PRI) prtcl families fr vice traffic. The card has a default cnfiguratin fr the system, but this cnfiguratin may be adjusted based n preference. Plug up t tw RJ45 cnnectrs int the T1 TDM surces supplied by the T1 prvider. (Diagram 4) (Diagram 5) Cnnecting Using an External Gateway PSTN lines are cnnected t a Gateway device. The gateway device is cnnected t the LAN. The Gateway is then registered as a SIP prvider in the system. Cnnecting Using SIP Prviders Once cnnected t the LAN, the LAN's bradband cnnectin prvides a pathway fr SIP VIP Prviders. Use the SIP Prvider pages t setup a cnnectin. Cpyright IPitmy Cmmunicatin, LLC VRF

14 (Diagram 6) Cnnecting Telephnes (Diagram 7) (Diagram 8) Cpyright IPitmy Cmmunicatin, LLC VRF

15 (Diagram 9) Cnnecting t a LAN (Diagram 10) Cpyright IPitmy Cmmunicatin, LLC VRF

16 System Requirements Netwrk Requirements Making preparatins fr the netwrk in advance will assure there are n surprises. If yu are ging t have remte extensins, yu will need access t the ruter t setup a netwrk address translatin (NAT) and prt frwarding. A LAN with a bradband cnnectin is required fr peratin f the system. It is must be n fast Ethernet (100baseT r better). The system must als use Ethernet data switches. The ruter can use DHCP r nt, depending n preference. The IPitmy 1500 requires a fixed IP n the ruter subnet. Several prts may need t be frwarded. Make sure yur ruter has TCP/IP prt range frwarding by checking the bx r prduct guide. The ruter shuld have a fixed IP address with a public IP. IP Addresses It is imprtant t knw the LAN cnfiguratin and IP addresses f the specific netwrk the system is becming a part f t make installatin f the IPitmy 1500 simple. The IP1500 Is required t have a fixed (static) IP address. The system cmes with a default static IP address f: In many cases, this default IP address will be acceptable withut any ruter cnfiguratin ther than prt frwarding (required fr remte administratin and remte telephnes). T determine if the default fixed IP address can be used n the netwrk, check the ruter r get this infrmatin frm the Netwrk Administratr. Fr mre infrmatin n wrking with netwrk IP addresses, g t Appendix 2: Changing IP Addresses. (Diagram 11) Cpyright IPitmy Cmmunicatin, LLC VRF

17 Service Prviders In rder t prvisin the IPitmy 1500 it is necessary t knw the type f Service Prviders being used. Carrier and SIP are the mst cmmn service prviders. Carriers prvide plain ld telephne lines (POTS), T1s and PRI lines. SIP Prviders rute vice calls ver the internet. This is called vice ver internet prtcl r VIP. As part f the installatin it will be imprtant t knw the: Name f Prviders Type f Service Prvided (i.e., POTS, T1,r SIP) Phne Numbers Assciated with the Service Passwrd and Lgin Infrmatin fr SIP Service Recrd this infrmatin n the IPitmy 1500 Installatin Wrksheet. Cpyright IPitmy Cmmunicatin, LLC VRF

18 System Administratin Abut the Administratin Menu IPitmy 1500 s nline administratin makes it simple t meet the demands f a frequently changing business. It is als designed t be quick t setup and install. The Administratin Menu is lcated in the Navigatin Bar t the left f the page. This menu cntains the administratin pages used t cnfigure the system. The Administratin Menu is divided int six sectins. T navigate t an Administratin Page click n the menu sectin and page t be changed. System System setup cnsists f netwrk cnfiguratin settings. Prviders Prviders are surces f PSTN and VIP cnnectivity. Prviders are the lines that handle all incming and utging calls. All VIP prviders will be setup here. DID numbers are als entered here. Destinatins Destinatins are extensins, grups f extensins, autmated attendants (menus), cnferences and vic . Destinatins are places where calls get ruted t in the system. PBX Setup System settings allw glbal cnfiguratin settings fr system applicatins like PBX timers, vice messaging settings. Ruting Ruting sends callers t specific inbund destinatins within the system, and ruting utbund callers ver specific utbund rutes like lcal, lng distance, internatinal and emergency. Reprts The system displays usage reprts, diagnstic infrmatin and mnitrs system activity. Each Online Administratin page als cntains: Title Bar The Title Bar at the tp f each page displays the name f the sectin f the Administratin Menu which is currently being edited. Default Values When the system is installed it autmatically registers default values in many f the administratin fields. This simplifies the implementatin prcess. Save Changes Lcated in the bttm left crner f the screen, this buttn saves changes t the page currently being administered. This is a useful feature fr making changes t the system prir t applying them. This buttn must be pressed befre leaving a page r changes will be lst. Apply Changes T apply changes t the system yu must click the Apply Changes buttn. Lcated in the tp right crner f the screen, this buttn glbally applies changes t the system. Once changes have been saved, clicking the Apply Changes buttn will apply the changed administratin pages t the system. Edit T make changes t an existing administratin page click Edit. Add New The Add New buttn creates anther destinatin, prvider, rute r schedule. Fr example, t add a new extensin, click the Add New buttn n the extensin administratin page. Advanced In several sectins f the nline administratin there is an Advanced buttn where the mst sphisticated capabilities f the IPitmy 1500 can be cnfigured. The Advanced buttn is lcated n the lwer left side f each page. Abut Us Lcated at the bttm left crner f each page, this link prvides additinal infrmatin abut IPitmy. Cpyright IPitmy Cmmunicatin, LLC VRF

19 Cntact Us The IPitmy team is never mre than a call r away. T cntact an IPitmy team member, click n Cntact Us in the lwer left crner f the page. System (Diagram 12) The IPitmy System Menu is fr setting up netwrk attributes. Fr example the IP address f the system and ruter infrmatin. Netwrking (Diagram 13) The Netwrking Setup Menu defines the Internet Setup fr the system s hardware. The system must perate using a static IP address; DHCP shuld nly be used n the IPitmy 1500 if the ruter is cnfigured t assign a specific static DHCP address t the system. Default values fr the IP Address, Subnet Mask, Default Gateway and Static DNS will appear in the Netwrking Setup Menu when this administratin page is pened. Setting Netwrk Attributes Ruter Cnfiguratin Thugh it is nt seen n this page, be sure t cnfigure an existing ruter fr the fixed IP address f the IPitmy 1500 ( ). Select anther address if the default address is nt utside the range f IP addresses currently assigned thrugh DHCP n the ruter. IP Address Use the default address ( ) f the IPitmy1500 r an address utside the range f existing IP addresses assigned by DHCP in the ruter. Subnet Mask Leave the default setting fr the Subnet Mask as ( ). Prvided by the ruter, this mask tells the netwrk what cmmunicatin traffic t listen t. Fr example, the setting tells the system t listen t cmmunicatin traffic sent t fr any variatin f the furth number (designate by the zer at the end). Default Gateway The default gateway prvided is Thugh this default is cmmn t many ruters if this is nt the gateway fr the ruter used, change it t the crrect value fr the target netwrk. Static DNS Enter the DNS IP address f the ruter being used n the netwrk. If a default DNS IP address is nt prvided by the ruter it can be btained frm the netwrk s Internet Service Prvider. Cpyright IPitmy Cmmunicatin, LLC VRF

20 Save Changes Click the Save Changes buttn t save changes made t the hardware setup. Prviders Prviders are telephne lines, VIP prviders and ther telecmmunicatin resurces. This sectin f the system s nline administratin is where these prvider resurces are prvisined. The system is equipped t handle tw types f prvider settings Hardware Trunks and SIP Prviders. Hardware Trunks (Diagram 14) (Diagram 15) Hardware trunks are assciated with telephne lines that cnnect t the PSTN. These lines prcess inbund and utbund cmmunicatin traffic that flws ver cmmunicatin channels. Fr example, a T1 can be a trunk resurce that has multiple lines and multiple Direct Inward Dialed (DID) numbers. These individual numbers can be ruted t different destinatins within the system. (Diagram 16) (Diagram 17) (Diagram 18) Cnnecting Phne Lines Befre hardware trunks can be prvisined, they must be cnnected t the system. Cnnecting Using Internal Analg Line Cards The Digium TDM04B Analg Line Card (4 PSTN line cnnectins) Cnnect the phne lines t the RJ11 jacks at the rear f the IPitmy 1500 and start making calls. These cnnectins are single pair; ne line per jack. It may be necessary t Ech tune the system. Please call IPitmy Supprt ( ) if yu ntice an ech n the line. The Digium TDM808B Analg Line Card (8 PSTN line cnnectins) Cnnect the phne lines t the RJ11 jacks at the rear f the IPitmy 1500 and start making calls. These cnnectins are single pair; ne line per jack. It may be necessary t Ech tune the system. Please call IPitmy Supprt ( ) if yu ntice an ech n the line. Cpyright IPitmy Cmmunicatin, LLC VRF

21 The Digium 2404B 16 and 2406B 24 Analg Line Cards (16 r 24 PSTN line cnnectins) These lines require an Amphenl cnnectr fr tw wire cnnectin t a 66 blck crss cnnect, breakut bx with RJ11 cnnectrs r a patch panel with RJ11 telephne jacks. Cnnecting Using Internal Digital T1 Cards Digium TE120P T1 Card (a single T1/E1/J1 cnnectin) This card supprts industry standard telephny and data prtcls. The card has a default cnfiguratin fr the system, but this cnfiguratin may be adjusted based n preference. On the rear f the system, plug the RJ45 cnnectr int the T1 TDM surce supplied by the T1 prvider. The T1 cable is usually red. Digium TE205P T1 Card (a dual T1/E1/J1 cnnectin) This card supprts industry standard telephny and data prtcls. The card has a default cnfiguratin fr the system, but this cnfiguratin may be adjusted based n preference. On the rear f the system, plug up t 2 RJ45 cnnectrs int the T1 TDM surces supplied by the T1 prvider. Prvisining a New Hardware Trunk Prvisining a hardware trunk tells the system what phne numbers are assciated with the trunk. It als establishes rules fr the system t fllw when prcessing incming and utging calls thrugh this physical netwrk cnnectin. T prvisin a hardware trunk: 1. Click n Prviders and Hardware Trunks in the navigatin bar n the left f the administratin menu. The Hardware Trunk page will appear. This is where hardware trunks will appear when they have been prvisined. 2. Click Add New. The Edit Hardware Prvider page will appear. 3. Enter the Name f the service prvider. 4. Select a Trunk Type. Hardware trunks can be prvisined as T1, PRI, r POTS lines. 5. Define the Outbund Caller ID fr calls ruted thrugh this trunk. This must be a ten digit telephne number. This is the number thse receiving the call will assciate with the business. This is usually the main number and the lead in the rtary. 6. Create a Zap Grup Number. A Zap Grup assciates the telephne numbers with the service prvider being prvisined. It tells the system n which trunk calls t and frm these numbers shuld be ruted. 7. Select a Default Destinatin using the drp-dwn menu fr calls t be ruted t if they are nt t be ruted t a specific destinatin. In mst cases the default destinatin will be an autmated attendant, menu r a grup. The default destinatin is the destinatin all calls frm this prvider will be ruted t unless they are ruted specifically t a different destinatin as with a specific DID number. It will be necessary t cme back t this screen nce all Cpyright IPitmy Cmmunicatin, LLC VRF

22 f the destinatins have been cnfigured t cmplete any ruting if the destinatins have nt been entered. Once all f the destinatins are created, they appear in a drp-dwn menu and are selectable. 8. Enter the Area Cde f the trunk being prvisined. 9. Check Dial Area Cde With Lcal Calls if the system shuld always dial an area cde with utbund lcal calls. In sme cases it may be best NOT t check this bx. See Implementatin Nte belw. 10. Check Dial 1 With Area Cde if the system shuld always dial 1 with the area cde when making utbund calls. In sme cases it may be best NOT t check this bx. See Installatin Nte 1. Installatin Nte 1 In sme business lcatins it can be cnvenient t have the system add an area cde and a 1 when placing a lcal r lng distance call. Hwever, in lcatins where businesses are clse t several telecmmunicatin transprt areas it can be cnfusing. In these cases it is best t nt check the bxes next t Dial Area Cde With Lcal Calls and Dial 1 With Area Cde. Example: Bradentn, Sarasta and Englewd Flrida are all within 50 miles f each ther. A business lcated in Bradentn Flrida makes lcal calls by dialing a standard seven digit number ( )*. Calls made frm Bradentn t the neighbring city f Sarasta require the use f the area cde r a ten digit number ( )*. Calls made frm Bradentn t Englewd require the use f a 1 in frnt f the ten digit number ( )*. *These phne numbers are nt real and are fr demnstratin purpses nly. 11. Check Call Recrding if users n the system will be allwed t recrd calls. In a standard business applicatin this feature is typically nt needed. 12. Add the Phne Numbers assciated with the prvisined trunk. Type the phne number in the field prvided and click Add. The phne number will appear in the field t the right. T Remve a number frm the list click the Phne Number and the Remve buttn. 13. Define a Destinatin fr the number by clicking it and selecting where it is t be ruted t frm the drp-dwn menu. Destinatins can be: Extensins where specific peple r departments can be reached. Menus thrugh which callers can persnally select frm a variety f destinatins in the system. Lcatins in the business like Cnference Rms. Ring Grups thrugh which peple respnd t similar types f calls. Schedules that when applied rute callers t different destinatins r peple in the rganizatin during specified times and dates. Vic Bxes where callers can leave a message r get infrmatin. Cpyright IPitmy Cmmunicatin, LLC VRF

23 Installatin Nte 2 Hw Destinatins Ppulate The destinatins drp-dwn list is ppulated as destinatins are added t the system. During system implementatin If destinatins are ppulated first it is easier t prvisin the hardware trunks because all f the destinatins will be available in the drp dwn menu. Hardware can be prvisined withut the destinatins and set nce they have been added t the system. Assigning a Destinatin The destinatins are places t rute calls t in the system: Menu destinatin is used t setup an Aut Attendant r ther set f vice instructins fr callers, such as driving directins. This is where callers can select specific persn r departments within an rganizatin after receiving instructins frm a vice prmpt. Grup destinatin is where calls are ruted t a grup f extensins, such as, sales, custmer service, accunting r pssibly everyne. Grups are grups f extensins. Extensins are destinatins fr Individual telephnes. Calls can be ruted directly t extensins. Schedules are destinatins that supersede the destinatin that calls are ruted t and execute a ruting plan based upn the schedule times. 14. Click the Save Changes buttn t save changes made t the hardware prvider setup. 15. Click Apply Changes when ready t implement these changes t the system. Edit an Existing Trunk 1. Click n Prviders and Hardware Trunks. The Hardware Trunks page will appear. 2. Select a trunk frm the list in the Trunk Windw n the page. 3. Click Edit. The Edit Hardware Trunk page will appear. 4. Make changes t the trunk. 5. Click Save Changes. 6. Click Apply Changes when ready t implement these changes t the system. Delete an Existing Trunk 1. Click n Prviders and Hardware Trunk. The Hardware Trunk page will appear. 2. Select a trunk frm the list in the Trunk Windw n the page. 3. Click Delete. The trunk will be remved frm the Trunk Windw n the page. Cpyright IPitmy Cmmunicatin, LLC VRF

24 Destinatins Destinatins are the varius places that a call can be ruted t within the system. Destinatins in the IPitmy 1500 include: Extensins are individual extensins with a telephne. When an extensin is created, a vic bx is als created. Grups are grups f extensins that can have different ringing strategies and can be ruted frm any trunk, anther destinatin r dialed frm an extensin. Menus are used fr creating autmated attendant menus t rute callers t a destinatin within the system. A vice recrding can als be used t play a caller infrmatin like driving directins. Meet-me Cnference Rms are where callers can call int a cnference call. Callers can be ruted in any way t a Meet-me Cnference; direct dialed, thrugh a DID, using an autmated attendant r transferred by a persn. Vic Bxes are where callers leave a message when smene is nt available at an extensin. Vic bxes that are created separate frm extensins can be used t rute callers after hurs r as an verflw destinatin. Schedules rute callers t different destinatins r peple in the rganizatin during specified times and dates. Branch Office cnnectins prvide bradband access t ther branch lcatins by dialing a shrt access cde fllwed by the extensin number. These system destinatins (where and t whm calls will be ruted) shuld be planned in advance. In mst cases, there will be a menu t setup fr an autmated attendant. There will als be business hurs t setup. The IPitmy 1500 Installatin Wrksheet helps rganize prvisining infrmatin prir t installatin. Extensins Extensins define where specific peple r departments can be reached in an rganizatin. They shuld be setup first in the system. Once extensins are setup then the rest f the applicatin can be prvisined. Extensins have six grups f settings that need t be established: General Settings Identifies the wner f the extensin, address, extensin and passwrd infrmatin. Frward Settings Sets the frwarding behavir. Calls can be frwarded t lcal destinatins, PSTN and cell numbers. Netwrk Settings These are extensin authenticatin settings fr SIP registratin with the IPitmy This is als where selecting the mdel f telephne fr Aut Cnfiguratin and changing buttn mapping is dne. CODEC Permissins The quality f vice transmissin and bandwidth utilizatin are dictated by CODECs. Different CODECs cmpress vice packets differently. G.711 is the mst cmmn and highest quality, but cnsumes the mst bandwidth. G.729 requires license fees t use in cnjunctin with the IPitmy 1500 services like vic , cnferencing and music n hld. Vic Settings Manages vic messaging and ruting. Calling Permissins Defines types f calls that can be riginated, received and sme advanced ptins like park and recrd calls. Cpyright IPitmy Cmmunicatin, LLC VRF

25 Add a New Extensin 1. Click Destinatins and Extensins in the navigatin bar f the system s administratin menu. The Extensins page will appear. 2. Click Add New. The Edit Extensins page will appear. Nte that each new extensin added autmatically has a vice mailbx created. (Diagram 19) 3. Insert the Name r department assciated with the extensin being created. 4. Create an Extensin Number fr this persn r department. 5. Ppulate the address fr the persn r extensin. This will allw the system t frward messages t the address f the persn at the extensin. 6. Select a status frm the drp-dwn menu. An extensin can be: -Active Currently in use. -Disabled Nt currently in use. 7. Create a vic PIN fr the extensin. PIN numbers must be between 3 and 4 characters lng. The default setting is fr the PIN t be the extensin number. Be sure t instruct users t change the PIN t avid unauthrized use. 8. Enter a Ring Time. This is the time in secnds that a call will ring befre it is cnsidered unanswered. Ring time must be between 1 and 360 secnds in length. Cpyright IPitmy Cmmunicatin, LLC VRF

26 9. Define a Call Limit. This is the number f cncurrent calls allwable at an extensin. The Call Limit selected must be between 0 and 9. This limit will depend n the phne being installed. 10. Create a Call Grup number. This number assigns this extensin t a grup with a similar purpse (e.g., Sales r Custmer Service). Multiple call grups can be assigned t each extensin by putting a cmma between the grup numbers. The call grups als define which Pickup Grups can answer calls t this extensin. 11. Create a Pickup Grup. This number must match the Call Grup number(s). It defines the Call Grup Numbers this extensin can pickup remtely by pressing * Click Apply Schedule. When an extensin is created, a schedule destinatin is created. This schedule is nt activated until the Apply Schedule bx is selected. When it is selected, yu can setup a schedule fr this extensin by selecting Schedule under the Destinatins Menu and clicking n the schedule fr that extensin. Extensin schedules will appear with the name f the extensin (e.g., Extensin 123 wuld appear as ext_123 ). See the Schedules sectin f this guide fr mre infrmatin. Frward Settings The frwarding settings are made t be very user friendly. The settings may be mdified frm the Smart Persnal Cnsle, changed frm yur telephne extensin r changed remtely frm any telephne (including cell phnes), using the tuch-tne key pad. Frward settings rutes calls t a different destinatin. These settings can be: Uncnditinal Always rute calls t a specific destinatin. Busy Rute calls t a specific destinatin when the extensin is in use r d nt disturb is selected. N Answer Rute calls t a specific destinatin when a call is nt answered. Unavailable Rute calls t a specific destinatin when a phne is turned ff, is nt registered with the system r has reached Its call limit (as set In the IPitmy 1500). Prvisining Frward Settings T prvisin frward settings: 1. Pick the setting t be prvisined Uncnditinal, Busy, N Answer r Unavailable. 2. Select Enabled r Disabled. Disabled turns the frward setting ff. Enabled turns the frward setting n. If the Frward setting is Enabled, yu can chse t select a destinatin frm the drp-dwn list. The IPitmy 1500 allws calls t be frwarded t a public Cpyright IPitmy Cmmunicatin, LLC VRF

27 switched telephne number (PSTN). Frwarding calls t a PSTN number by entering it int the field prvided. Calls can be frwarded t any destinatin frm the drp dwn list r any telephne number. Changing a Frwarding Number frm an Extensin Only uncnditinal frwarding can be changed frm a tuch-tne keypad. Dial *90 t disable frwarding. Dial *91 t enable frwarding. Dial *92 t set the frwarding number. Changing a Frwarding Number frm a PC 1. Brwse t the Smart Persnal Cnsle page. 2. Lgin. 3. Select a Destinatin fr the chsen frward type. 4. Enter the telephne number. Changing a Frwarding Number While Away frm an Extensin Only uncnditinal frwarding can be changed frm a tuch-tne keypad. When it is necessary t mdify the frwarding setting while away frm the ffice, the IPitmy 1500 has a frwarding applicatin built int the system. It is necessary t have an autmated attendant menu accessible frm utside the system. The frwarding gateway is selectable as an ptin frm the menu. When away frm the ffice, it is pssible t call int the autmated attendant, enter the digit setup t be the frwarding gateway. Here users can turn frwarding n r ff and enter a different number t frward calls t. 1. Call int the Autmated Attendant (menu). 2. Select the tuch-tne digit that has been set fr mdifying frwarding settings. 3. The system will prmpt fr an Extensin Number and Passwrd. 4. The system will indicate if extensin frwarding is Enabled r Disabled. 5. Pressing 1 tggles between Enabled and Disabled. 6. Pressing 2 allws the frwarding destinatin t be mdified. Advanced Settings Netwrk Settings Netwrk settings autmatically register in the extensin thrugh the system. These settings represent registratin and identificatin infrmatin. The system (extensin) defaults shuld nt be changed withut cnsulting IPitmy supprt. Cpyright IPitmy Cmmunicatin, LLC VRF

28 (Diagram 20) (Diagram 21) Phne Type It is necessary t enter the MAC address f each telephne. The telephnes have a barcde with the MAC ID printed n them. The phne type is a drp dwn list fr selecting which IP phne hardware is being used n the extensin. IPitmy supprts Aastra and Plycm phnes and will be adding additinal phne types in the future. When the phne type is selected, anther Cpyright IPitmy Cmmunicatin, LLC VRF

29 cnfiguratin ptin is available t prgram the buttn mapping f each telephne mdel. The IPitmy 1500 supprts a variety f pre-prgrammed buttns like BLF, park, vic , as well as, speed dial buttns. Each phne can be cnfigured fr its wn unique set f buttns. Phne MAC All f the IP phnes have a MAC Address. The MAC ID identifies the piece f equipment fr cnfiguratin. The aut cnfiguratin features f IPitmy rely n the MAC address t lad the prper cnfiguratin files int the telephne when changes are made in the Web-based interface. The cnfiguratin files are stred n the IPitmy 1500 and used when the phne pwers back n after a pwer dwn cycle. If the cnfiguratin files have been updated when the phne pwers back n, a new cnfiguratin is laded int the phne. When the new cnfiguratin file is laded, the settings n the phne take pririty and will be kept in tact during the upgrade. CODEC Permissins (Allw CODECs) These transmissin speeds are delivered by the service prvider and autmatically register in the extensin thrugh the system. These extensin defaults shuld nt be changed. Vic Settings These settings manage vic messaging and ruting. When a vic bx is created with an extensin, it is nt pssible t change the vic bx in the extensin screen. Attach t Send a vic message t an address by attaching it t an message as an audi file (.Wav). Delete After ing Delete the vic after it has been ed t the address prvided fr the extensin in General Settings. Say Caller ID State Caller ID prir t playback f the message. Allw Review Allw callers t review a message after it has been played. Allw Operatr Allw pressing 0 during the vic greeting t reach the system-wide peratr. Play Envelpe Message Play caller ID and time f call prir t audi versin f a message delivered thrugh . Delete After Define the number f days in which vic messages are t be autmatically deleted frm a mailbx. Installatin Nte 3 Nt applicable (NA) accepts the system-wide default set in the System Setup sectin f the administratin menu. If the glbal settings are acceptable, leave the NA setting. Calling Permissins Calling permissins define the types f calls that can be sent and received frm an extensin and the call actins this extensin can take. This feature is useful if there are certain permissins that an entire grup needs t have, but extensins within that grup that need t be restricted. Fr example, a phne in the lbby f a small business may be permitted t make lcal calls and dial extensins within the business, but be prhibited frm making lng distance r internatinal calls. Cpyright IPitmy Cmmunicatin, LLC VRF

30 1. Check the permissin bx if an extensin is t have the calling capability. The fllwing permissins can be set fr an extensin: Lcal Calls Permits calls that d nt require a prefix r 1 prir t dialing. Lng Distance Calls Permits bth calls that require a prefix and calls requiring 1 and the prefix befre the seven digit number. Internatinal Calls Permits calls that begin with 010. Incming Outside Calls Permits calls made t the business frm peple utside the business. Internal Calls Permits calls made frm internal extensins. Allw Incming Intercm Paging Permits a page t be heard thrugh this extensin. Allw Outging Intercm Paging Permits a page t be made thrugh this extensin. Allw User t Frward Calls Permits an extensin t frward a call r vic message t anther extensin n the system. Allw User t Recrd Calls Permits the extensin t recrd phne cnversatins. Allw User t Mnitr Calls Permits a user t listen t anther extensin s (persn s) phne calls. Allw Call Park Permits extensin t park a call. 2. Click n Save Changes. 3. Click n Apply Changes when ready t implement changes t the system. Edit an Existing Extensin 1. Click n Destinatins and Extensins. The Extensins page will appear. 2. Select an extensin frm the Extensin Windw n the page. 3. Click Edit. The Edit Extensins page will appear. 4. Make changes t the extensin. 5. Click Save Changes. 6. Click Apply Changes when ready t implement changes t the system. Delete an Extensin 1. Click n Destinatins and Extensins. The Extensins page will appear. 2. Select an extensin. 3. Click Delete. The extensin will be remved frm the Extensins Windw n the page. Cpyright IPitmy Cmmunicatin, LLC VRF

31 Grups The Grup functin allws incming calls t be distributed t a grup f extensins rather than just ne extensin. Within the Grup functin, different distributins strategies may be selected based n the call cverage required by the applicatin. Grups can be intercm paging grups t. By dialing the intercm buttn r cde fllwed by the grup number, the grup will receive the page ver the intercm. Grups are a set f extensins that are related either because they: Serve a similar business functin. Wrk within the same department. Are lcated in prximity t each ther. Fr example, a business might create a grup fr Sales, Custmer Service r Engineering departments. Grups may als be created fr peple in similar lcatins like a plant flr, the nrth sectin f a building r the frnt ffice. The gal f a grup is t ring telephnes based n the incming call DID, the Aut Attendant, r the chice selected by the incming caller r the time f day. Ring Grup Examples Ring grups define a set f extensins (peple) that answer calls. Ring grups can be created fr departments (e.g., Sales r Engineering) r business regins (e.g., nrth, suth, etc.), r areas f a business (e.g., a warehuse r plant flr). These ring grups can appear n an Autmated Attendant (menu). When the grup ptin is selected frm an Autmated Attendant Menu, the call is ruted t the grup. Calls will be distributed t the members in the grup based upn the ring strategy fr the grup. The ring strategy fr the grup can be set frm the drp-dwn list. Available call distributin ptins are: Ring All Rund Rbin Rund Rbin (with memry) Least Recent Fewest Recent Fewest Calls Randm Rund Rbin with Memry Ring grup definitins can be fund in the Add a New Ring Grup sectin f this guide. If a business has the fllwing departments and peple: Cpyright IPitmy Cmmunicatin, LLC VRF

32 (Diagram 22) This business can setup the fllwing ring grups supprting business peratins. Example Ring Grup 1 Departmental Gruping Grup 1 Sales Ext. Grup 2 Custmer Service Ext. Cathy Caldwell 123 Gretchen Gdall 134 David Dawsn 124 Peter Plk 135 Susan Smith 125 Rbert Reed 126 Using this ring grup scenari the Menu wuld lk like: Sales (Destinatin - Grup 1). Custmer Service (Destinatin - Grup 2). Office Manager (Destinatin - Ext. 113). The menu prmpt fr this menu and grup arrangement wuld read as fllws: Thank yu fr calling ATI Cnnect a leading manufacturer f cable assemblies and wiring harnesses. If yu knw the extensin f the party yu wuld like t reach yu may dial it at any time. Fr Sales, press 1. Fr Custmer Service, press 2. Fr Accunting, press 3. Once a call is sent t Sales the ring grup strategy might be t have calls answered Rund Rbin r distributed t ne Sales persn after the ther. Example Ring Grup 2 Reginal Sales Gruping Grup 1 East Cast Sales Ext. Grup 2 West Cast Sales Ext. Grup 3 Custmer Service Cathy Caldwell 123 Susan Smith 125 Gretchen Gdall 134 David Dawsn 124 Rbert Reed 126 Peter Plk 135 Ext. Using this ring grup scenari the Menu wuld lk like: East Cast Sales (Destinatin - Grup 1). Cpyright IPitmy Cmmunicatin, LLC VRF

33 West Cast Sales (Destinatin - Grup 2). Custmer Service (Destinatin - Grup 3). Office Manager (Destinatin - Ext. 113). The menu prmpt fr this menu and grup arrangement wuld read as fllws: Thank yu fr calling ATI Cnnect a leading manufacturer f cable assemblies and wiring harnesses. If yu knw the extensin f the party yu wuld like t reach yu may dial it at any time. Fr: East Cast Sales, press 1. West Cast Sales, press 2. Custmer Service, press 3. Accunting, press 4. Calls sent t these grups might use different ring strategies. The East Cast Sales grup might answer calls Rund Rbin, distributing the calls t each Sale Representative cnsecutively. If a sales persn is missing frm the West Cast team this grup might set phnes t Ring All in the grup s that calls dn t get missed. The Custmer Service team may get high vlumes f calls during a specified perid f time in this grup calls may be set t ring Least Recent. Using this strategy the persn having answered the smallest number f recent calls wuld get the next incming call. Add a New Grup 1. Click Destinatins and Grups. The Grups page will appear. 2. Click Add New. The Edit Ring Grup page will appear. 3. Enter a Name fr the grup. 4. Define a Grup Number. This number must be three r fur digits in length. 5. Check Allw Paging with ** + the Grup Number if this grup will need t be paged. 6. Define a Ring Strategy fr the grup by selecting it frm the drp-dwn menu. Calls can ring: Ring All Ring all phnes in the grup. Rund Rbin Distributes calls t extensins cnsecutively ne after the ther. Delivers a new call t the first persn in the grup nly after the last persn in the grup has taken a call. If an extensin is busy the call will autmatically be ruted t the next extensin in the grup. Rund Rbin (with memry) Distributes calls t extensins cnsecutively ne after the ther. Delivers a new call t the first persn in the grup nly after the last persn in the grup has taken a call. Remembers where the last call was taken and distributes new calls t the next extensin in the rtatin. Least Recent Distributes a call t an extensin in the grup with the lngest time between calls. Fewest Recent Distributes a call t an extensin in the grup that has taken the fewest recent calls. Cpyright IPitmy Cmmunicatin, LLC VRF

34 Fewest Calls Distributes a call t an extensin in the grup that has taken the fewest ttal calls Randm Distributes calls randmly t the grup. 7. Chse a Fail ver Destinatin fr the grup s calls. If n ne in the grup takes the call this is the destinatin t which the call will be sent. Destinatins can be extensins, ther ring grups, a menu r a vic bx. Selecting Nne will give the caller a fast busy. 8. Define the time in which calls will timeut, end the ring strategy and be sent t the fail ver destinatin. Timeut can be between 1 and 30 minutes. 9. Click Save Changes. 10. Click Apply Changes when ready t implement changes t the system. Advanced Settings Call Ring Settings Caller Ring Settings Defines what a caller will here while they are waiting fr smene t pick up a call frm the call grup. Callers can either hear: Ringing The phne cntinues t ring while the caller is waiting. Music n Hld The caller hears music while waiting fr a grup member t pick up the call. Queue Dial String Queue Dial String is an advanced grup setting reserved fr IPitmy administrative supprt. This field shuld nt be ppulated. Edit an Existing Grup 1. Click n Destinatins and Grups. The Grups page will appear. 2. Select a Grup frm the Grups Windw n the page. 3. Click Edit. The Edit Grups page will appear. 4. Make changes t the Grup. 5. Click Save Changes. 6. Click Apply Changes when ready t implement changes t the system. Delete a Grup 1. Click n Destinatins and Grups. The Grups page will appear. 2. Select a Grup. 3. Click Delete. The grup will be remved frm the Grups Windw n the page. Cpyright IPitmy Cmmunicatin, LLC VRF

35 Menus Menus direct calling traffic t destinatins within a business. A menu is always assciated with a menu prmpt. The menu can rute a caller t a destinatin nce a number n a key-pad has been pressed. A menu prmpt tells a caller what number t press t get t a desired destinatin. Menus can als be used t prvide infrmatin t callers like driving directins etc. Menu Examples A business can create a variety f different menus t direct calling traffic thrugh a business. Sme cmmn menu examples are defined fr a business with the departments and peple listed belw. (Diagram 23) Menu Example 1 Main Menu (Aut Attendant) This menu example is used t autmatically rute callers t the destinatin (persn r grup) they wuld like t speak t. The autmated attendant helps minimize the number f calls t the receptinist and frees up time fr ther tasks. A Main Menu fr this cmpany might be listed as fllws: Sales (Destinatin - Grup 1). Cpyright IPitmy Cmmunicatin, LLC VRF

36 Custmer Service (Destinatin - Grup 2). Office Manager (Destinatin - Ext. 113). The menu prmpt fr this menu and grup arrangement wuld read as fllws: Thank yu fr calling ATI Cnnect a leading manufacturer f cable assemblies and wiring harnesses. If yu knw the extensin f the party yu wuld like t reach yu may dial it at any time. Fr: Sales, press 1. Custmer Service, press 2. Accunting, press 3. Calls sent t the Sales department in this case might use a Rund Rbin ring strategy, answering calls cnsecutively ne after the ther. The Sales team may have times during the day that there are extremely high call vlumes and the team might need t alleviate the prblem f lading ne Representative with all f the calls. In this case the cmpany might set a Fewest Recent ring strategy, which sends a call t the Sales Representative that has received the smallest number f recent calls. If the Custmer Service team is missing a team member their calls might be set t Ring All, s that the first available Representative can take a call frm a custmer. Menu Example 2 Reginal Sales This menu example allws the business t direct callers t reginal sales grups nce the Sales destinatin has been selected frm the main menu. Then, thrugh Menu 2, rutes callers t Representatives by the regin f the cuntry they are calling frm: Menu 1 Sales (Destinatin - Menu 2). Custmer Service (Destinatin - Grup 2). Office Manager (Destinatin - Ext. 113). Menu 2 New Yrk (Destinatin - Ext. 123, Cathy Caldwell). Flrida (Destinatin - Ext. 124, David Dawsn). Califrnia (Destinatin - Ext. 125, Susan Smith). Arizna (Destinatin - Ext. 126, Rbert Reed). The menu prmpt fr this menu and grup arrangement wuld read as fllws: Thank yu fr calling ATI Cnnect a leading manufacturer f cable assemblies and wiring harnesses. If yu knw the extensin f the party yu wuld like t reach yu may dial it at any time. Fr: Sales, press 1. Custmer Service, press 2. Accunting, press 3. When a caller pressed 1 they wuld hear a menu prmpt fr Menu 2: Fr sales in: New Yrk, press 1. Flrida, press 2. Cpyright IPitmy Cmmunicatin, LLC VRF

37 Califrnia, press 3. Arizna, press 4. In Menu 1 Custmer Service might use a Ring All strategy, which wuld allw the first available Custmer Service Representative t pick up a call. In Menu 2 calls wuld be directed t specific Representatives. The Cmpany can set the fail ver Destinatin t Grup 1 (Sales) and set the ring strategy fr this grup t Ring All. This wuld direct calls t any available Sales Representative. Menu Example 3 After Hurs Menu This menu directs traffic when the ffice is clsed. After hurs calls wuld be ruted thrugh a Schedule t the After Hurs Menu which might be listed as fllws fr this cmpany: 1 Sales (Destinatin - Sales General Mailbx). 2 Custmer Service (Destinatin - Custmer Service General Mailbx). 3 Office Manager (Ext. 113). A menu prmpt fr this menu might read as fllws: Thank yu fr calling ATI Cnnect a leading manufacturer f cable assemblies and wiring harnesses. We are clsed right nw, but will respnd t yur call n the next business day. If yu knw the extensin f the party yu are calling yu may dial it at any time. T leave a message fr: Sales, press 1. Custmer Service, press 2. All ther callers, press 3. Add a New Menu 1. Click n Destinatins and Menus. The Menus page will appear. 2. Click Add New. The Edit Menu page will appear. 3. Enter a Name fr the menu. 4. Create a Menu Number. This number must be three r fur digits lng. 5. Select a Greeting (Prmpt) t be used fr the Menu frm the drp-dwn bx. If a greeting des nt exist. Recrd ne and apply it t the Menu later in the system installatin. 6. Define a Fail Over Destinatin fr the call. This is where the call will be directed t if the caller des nt select a menu ptin as directed by the greeting (prmpt). Select a destinatin fr the dialed digits frm the drp-dwn menu. The system permits twelve menu selectins 0 thrugh 9, * and #. Destinatins can be Grups, Extensins, Lcatins in the Business (Cnference Rms), Peple, Vic Bxes, r Branch Offices (ther ffice lcatins). Advanced Menu Settings Advanced menu settings create rules by which the menu will perate. They als Cpyright IPitmy Cmmunicatin, LLC VRF

38 permit ther dialing ptins if callers d nt want t use the menu t reach a destinatin within the business. Respnse Time Out Enter the number f secnds the system will wait fr a menu selectin frm the caller after the greeting (prmpt). Digit Time Out Enter the number f secnds the system will wait fr a digit t be pressed by a caller after the greeting (prmpt). Number f Times t Play the Greeting Befre Time Out Enter the number f times the greeting is t play befre timing ut. The minimum number f times it will play is 1 and the maximum number f times it will play is 10. Fail Over Caller Hears Select frm the drp-dwn menu if the caller will hear Ringing r Music n Hld when a call is sent t the fail ver destinatin. Lcal Exchange Dialing This allws callers t dial the extensin f the persn they are trying t reach if they knw it. Select Yes frm the drp-dwn menu t activate this feature and N if this is nt an additinal menu ptin. Edit an Existing Menu 1. Click n Destinatins and Menus. The Menus page will appear. 2. Select a Menu frm the Menus Windw n the page. 3. Click Edit. The Edit Menus page will appear. 4. Make changes t the Menu. 5. Click Save Changes. 6. Click Apply Changes when ready t implement changes t the system. Delete a Menu 1. Click n Destinatins and Menus. The Menus page will appear. 2. Select a Menu. 3. Click Delete. The grup will be remved frm the Menu Windw n the page. Meet-me Cnferences The IPitmy Meet-me Cnference Bridge allws grups f callers (large and small) t dial int a cnference call. T gain access t the cnference, participants dial int an extensin and are admitted t the cnference rm by entering a PIN number. A cnference call can als be established withut a PIN. The number f peple that can be in a cnference at the same time is defined by the number f trunks cming int the system. T reach the tw pre-prgrammed cnference rms frm an extensin dial: Cpyright IPitmy Cmmunicatin, LLC VRF

39 Cnference 1 Dial, *901. Cnference 2 Dial, *902. The Administratr f the cnference call is the persn wh establishes the call. This persn uses an Administrative Persnal Identificatin Number (PIN). All ther call participants access the call using a General PIN. PINs are nt permanent, which ffers a business the security f knwing that the cnference extensins can be used multiple times withut fear f interruptin. By prviding a new Administrative and General PIN number each time the rm is t be used fr a different purpse the business can prevent cnference interruptins frm parties nt participating in a call. (Diagram 24) Setting Up a Cnference 1. Click n Destinatins and Cnferences. The Cnferences page will appear. Vic 2. Select a cnference rm. 3. Enter an Administrative PIN (Admin PIN). PIN numbers must be three r fur characters lng. 4. Enter a General PIN. 5. Click n Save Changes. 6. Click n Apply Changes when ready t implement the changes t the system. There are tw places in the system that will allw the management f a vic bx. Vic bxes assciated with an extensin are autmatically created when an extensin is created and can be administered frm the Advanced Settings sectin f the Extensin. Vic bxes that d nt have an extensin assciated with them are administered as a destinatin independently. Vic bxes nt assciated with an extensin can be used as a general mailbx fr grups r fr emplyees that d nt have extensins, but require a vic bx. Cpyright IPitmy Cmmunicatin, LLC VRF

40 (Diagram 25) Creating a Vic Bx Withut An Assciated Extensin 1. Click Destinatins and Vic . The Vic page will appear with any extensins that have already been created. 2. Click Add New. The Edit Vic page will appear. 3. Enter the Mailbx Number. Be sure t verify that the number yu select is nt being used fr a cnference (extensins 901 and 902), a grup r an existing extensin within the rganizatin. 4. Enter the Name f the Mailbx. 5. Create a Passwrd fr the Mailbx. 6. Assign an Address t the Mailbx. 7. Check Yes, N r Nt Applicable (N/A) t the fllwing: Attach t Send a vic message t an address by attaching it t an message as an audi file (.Wav). Delete After ing Delete the vic after it has been ed t the address prvided fr the extensin in General Settings. Say Caller ID State Caller ID prir t playback f the message. Allw Review Permits a user t review a vic message after it has been played. Allw Operatr Defines an extensin (persn) as a system peratr. Play Envelpe Message Plays caller ID and time f call prir t audi versin f a message delivered thrugh . Implementatin Nte 4 Nt applicable (N/A) wuld mst ften apply if a Mailbx des nt have an address assciated with it. Fr example a Mailbx created fr a Custmer Service grup t take calls frm custmers after hurs. 8. Define the number f days in which vic messages are t be Cpyright IPitmy Cmmunicatin, LLC VRF

41 autmatically deleted frm the mailbx. The minimum number f days is 1 and the maximum number f days is Click Save Changes. 10. Click Apply Changes when ready t implement changes t system. Edit an Existing Vic Bx 1. Click n Destinatins and Vic . The Vic page will appear. 2. Select a Vic Bx frm the Mailbx Windw n the page. 3. Click Edit. The Edit Vic page will appear. 4. Make changes t the Vic Bx. 5. Click Save Changes. 6. Click Apply Changes when ready t implement changes t the system. Delete a Vic Bx 1. Click n Destinatins and Vic . The Menus page will appear. Schedules 2. Select a Vic Bx. 3. Click Delete. The grup will be remved frm the Menu Windw n the page. A schedule is a destinatin. A schedule defines fr a specified time perid the destinatin t which calls are t be ruted. A schedule can be used t define when a business, department, grup r extensin is pen, clsed r ut t lunch. The IPitmy 1500 autmatically creates a schedule when an extensin is prvisined in the system. These schedules are very flexible. They are designed t accmmdate even the mst cmplex business hur scenaris. Multiple schedules can be created that accunt fr different business, custmer, departmental r system user needs. Schedules d nt need t be applied t an entire cmpany, they can be applied t individual destinatins r rutes based n the needs f a business. This wrks well in businesses where departments have different business hurs, but are served by the same system. Cpyright IPitmy Cmmunicatin, LLC VRF

42 (Diagram 26) Create A Schedule 1. Click n Destinatins and Schedules. The Schedules page will appear. 2. Click Add New. The Edit Schedules page will appear. 3. Enter a Name fr the Schedule. 4. Define Hurs f Operatin fr the schedule by selecting times frm the Start and Stp drp-dwn bxes fr each day f the week. 5. Define a destinatin fr calls that are In Hurs. Destinatins can be Grups, Extensins, Lcatins in the Business (Cnference Rms), Peple, Vic Bxes, r Branch Offices (ther ffice lcatins). 6. Check Apply Frward Settings. This will apply the Frward Settings established with each destinatin. 7. Define a destinatin fr calls that are Outside f Hurs. 8. Create Lunch Hurs fr the schedule by selecting times frm the Start and Stp drp-dwn bxes fr each day f the week. 9. Define a destinatin fr calls during Lunch Hurs. 10. Check Apply Frward Settings. Cpyright IPitmy Cmmunicatin, LLC VRF

43 11. Create Hliday Schedules by: Naming the Hliday. Defining a Start and End Date fr the Hliday in the Mnth, Day and Time fields. Define a destinatin fr calls during the Hliday. Click Add, the Hliday appears in the list. Repeat this prcess fr each Hliday bserved. Click the Hliday and Remve t take a Hliday ff the list. 12. Click Save Changes. 13. Click Apply Changes when ready t implement changes t the system. Editing an Existing Schedule 1. Click n Destinatins and Schedules. The Schedules page will appear. 2. Select a Schedule frm the Schedules Windw n the page. 3. Click Edit. The Edit Schedule page will appear. 4. Make changes t the Schedule. 5. Click Save Changes. 6. Click Apply Changes when ready t implement changes t the system. Deleting a Schedule 1. Click n Destinatins and Schedules. The Schedules page will appear. 2. Select a Vic Bx. 3. Click Delete. The schedule will be remved frm the Menu Windw n the page. Call Ruting Ruting tells the system what destinatin t send calls t within the business. It als tells the system what prvider services t use when making utbund calls. Incming Ruting The Incming Ruting administratin specifies rutes fr all incming calls t the system. The Default Incming Destinatin acts as a catch all fr all available prviders. If any specific prviders r numbers are nt specified this is where they will be ruted t. The ruting menu wrks in a hierarchy, it is imprtant t understand this hierarchy: Phne Number (The DID number r phne number f an analg line) Prvider (hw that phne number arrives at the system e.g. analg, T1 r SIP) System Default (Catch all fr all numbers ringing int the system) Cpyright IPitmy Cmmunicatin, LLC VRF

44 The Hierarchy: a specific phne number r line cming in t a hardware prvider card is mre specific than the card itself. S a specific rute ther than default fr the line r number that cmes thrugh a prvider will verride the prvider default which in turn verrides the system default. This hierarchy is determined by the rutes chsen fr each specific phne number, prvider and system default (in that rder) applied in the menu. The default destinatin is a specific lcatin in the system such as a ring grup, autmated attendant menu r an extensin. This can be set system wide r fr each individual prvider (analg lines, T1 r Sip prvider). If an individual number assciated with a prvider is nt specifically ruted t a lcatin, than the prviders default destinatin will be used fr that number. If a prvider des nt have a specific rute set than the default fr all unspecified numbers assciated with that prvider will g t the verall system default destinatin. The IPitmy 1500 allws fr flexible ruting arrangements. Calls can initially be ruted t a Menu, Schedule, Extensin, Grup, Cnference, r Vic Bx. Establishing Incming Ruting sets the default destinatin fr all calls. (Diagram 27) Setting the Default Incming Destinatin T set the Default Incming Destinatin: 1. Click n Call Ruting and Incming. The Incming Call Ruting page will appear. 2. Select a Default Incming Destinatin frm the drp-dwn bx. 3. Click the Set buttn. 4. Click the Save Changes buttn. Cpyright IPitmy Cmmunicatin, LLC VRF

45 Defining the Service Prvider Destinatin A service prvider destinatin must als be defined. The service prvider destinatin must match the Default Incming Destinatin fr the system. T set the service prvider destinatin: 1. Select an Incming Destinatin frm the drp-dwn bx. 2. Click n Save Changes buttn. 3. Click n Apply Changes when ready t implement these changes t the system. Outging Ruting Outging ruting tells the system what service prviders certain types f calls shuld use. The IPitmy 1500 cmes with cmmn utging call rutes already prvisined in the system: Lcal Lng Distance Internatinal Emergency Calls These rutes cannt be deleted frm the system. Adding A New Call Rute 1. Click Call Ruting and Outging. The Outging Call Ruting page will appear. 2. Click the Add New buttn. The Edit New Outging Rute page will appear. 3. Enter a Rute Name. 4. Select the Rute Type the call is t take. This identifies the call as: Lcal Lng Distance Internatinal 5. Assign a ruting Number. Editing An Existing Rute T change a call rute t a different service prvider r t change the rder in which calls are ruted ver prviders: 1. Click n Call Ruting and Outging Ruting. The Outging Ruting page will appear. 2. Select a Rute in the Rute Windw t be changed. 3. Click Edit. The Edit Rute page will appear. 4. Change the Rute Name, Type and Number as needed. Cpyright IPitmy Cmmunicatin, LLC VRF

46 5. Change the Trunk assciated with the Rute. Changing the Order Service Prviders are Selected Frm the service prviders available: 1. Click n the Name f a prvider. 2. Click the Up r Dwn buttn t psitin the prvider. Calls will be ruted in the rder the service prviders appear in the list. 3. Repeat this prcess until the prviders are in the rder calls shuld be ruted ver the available service prviders. Adding a Service Prvider 1. Select a service prvider frm the drp-dwn bx t the left f the Trunks list. 2. Click Add. The service prvider will appear in the list. 3. Click n the Name f the prvider. 4. Click the Up r Dwn buttn t psitin the service prvider in the list in the rder calls are t be ruted ver this resurce. Deleting a Service Prvider 1. Click n a Service Prvider in the list. 2. Click Delete. 3. Click n Save Changes. 4. Click n Apply Changes when ready t implement these changes t the system. PBX Setup Implementatin Nte 5 Default Settings Fr Existing Rutes The Outging Call Rutes already in the IPitmy 1500 have the fllwing default settings Rute Type and rute Number. These default settings cannt be changed. The Name f the rute, service prvider assciated with the rute and the rder in which service prviders are selected fr the rute can be changed. PBX setup is used by a System Administratr t manage system-specific and system-wide capabilities f the IPitmy1500. General General setup manages the Administrative Settings fr the system: User Name, Passwrd and Time Zne. Cpyright IPitmy Cmmunicatin, LLC VRF

47 Edit General Settings 1. Click n PBX Setup and General. The General System Setup page will appear. Database 2. Enter an Administrative User Name. 3. Enter an Administrative Passwrd. 4. Re-enter the Passwrd. 5. Select a Time Zne frm the drp-dwn bx prvided. 6. Click n Save Changes. 7. Click n Apply Changes when ready t implement changes t the system. The IPitmy 1500 is like a cmputer, in that; infrmatin can be stred in the system r backed up in case it ges dwn. Fr additinal prtectin, the system als allws a cpy f the system setup t be stred in an external surce like a cmputer r CD. The Database sectin f nline administratin manages the prcess f dwnlading and string cpies f the system setup t the system itself r an external surce. Backing Up a Cpy f the System s Setup The system can be backed up t an internal database r t an external surce like a cmputer r CD. 1. Click n PBX Setup and Database. The Database Setup page will appear. 2. T back up a cpy f the System s Setup t the internal database, click the Backup buttn. The backup versin f the file will appear in the Databases Windw with the Date, Time and Versin f the backup. 3. T back up a cpy f the System s Setup t an external surce like a cmputer r CD, click n Dwnlad. Give the file a name and stre it in a place that is easily accessible. 4. Click n Apply Changes when ready t implement these changes t the system. Restring a Cpy f System s Setup The system can be restred frm a cpy f the System s Setup in the internal database r frm a cpy n an external surce. 1. Click n PBX Setup and Database. The Database Setup page will appear. 2. T restre a cpy f the System s Setup using the internal database, select the Backup versin t be restred frm the Database Windw and click the Restre buttn. This will restre the versin f the System s Setup selected. Cpyright IPitmy Cmmunicatin, LLC VRF

48 3. T restre a cpy f the System s Setup using an external surce, Brwse fr the file in the external surce (click Open frm the perating system fr the file t appear in the Brwse Windw) and click Send File. The Backup file will appear in the Database Windw. Click Restre. 4. Click n Apply Changes when ready t implement these changes t the system. Deleting a Backup Versin frm the System 1. Click n PBX Setup and Database. The Database Setup page will appear. Vic 2. T delete a cpy f the System s Setup frm the internal database, select the Backup versin t be deleted frm the Database Windw and click the Delete buttn. This will delete the versin f the System s Setup selected. 3. T delete a cpy f the System s Setup frm an external surce, use the delete functin f the perating system r thrw away the CD that cntains the Backup file. 4. Click n Apply Changes when ready t implement these changes t the system. System-wide vic defaults define the rules by which vic bxes perate. In the IPitmy 1500 General, Menu and settings can be set fr vic bxes systemwide. General General settings relate t the capacity (strage time and message length) f a vic bx. T define the General Settings: 1. Click n PBX Setup and Vic . The Vic Settings page will appear. Within this page are the General Settings. 2. Enter the fllwing General Settings: Maximum Number f Messages This is the greatest number f vic messages a bx can hld. The system limit is 300. Maximum Message Length This is the lngest duratin f time allwable fr each message. The system limit is 10 minutes. Minimum Message Length This is the shrtest duratin f time allwable fr each message. The system minimum is 2 secnds. Maximum Greeting Length This is the lngest duratin f time allwable fr a vic greeting. The system maximum is 30 secnds. Maximum Secnds f Silence This is the lngest duratin f time a caller can be silent befre the system cnsiders the call cmplete. Setting this t zer will end the vic recrding when the caller Cpyright IPitmy Cmmunicatin, LLC VRF

49 terminates the call r cnnectin. The system maximum is 20 secnds. Silence Threshld This is the amunt f time that the system will wait fr a respnse frm a caller leaving a message. 3. Click n Apply Changes when ready t implement these changes t the system. Vic Settings 1. Select and enter Vic Menu settings: Play the Envelpe Message This is the Time and Date f the call. Say Caller ID This plays the caller s phne number when available. Skip MS n Playback This is the interval (in Millisecnds) that vic will skip frward r backward n playback. This number must be between 1 and 4. Maximum Failed Lgin Attempts This is the maximum number f times a user may try t lgin t a vic bx befre the system discnnects the call. This number must be between 3 and 5. On Delete, Play Next Message This tells the system t play the next message in queue when a message has been deleted. 2. Click n Apply Changes when ready t implement these changes t the system. Settings 1. Select Yes r N t allwing vic messages t be attached as an audi file (.Wav) t the address assciated with the vic bx. 2. Click n Save Changes. 3. Click n Apply Changes when ready t implement the changes t the system. Advanced Settings Allw Review Allws users t review a message after it has been played. Allw Operatr Defines a specific extensin (persn) t act as an peratr. Sessin Initiatin Prtcl (SIP) Settings These settings tell the system the IP address f calls cming int the system and the lcal netwrk. In additin, they define t which cmmunicatin traffic the system is t listen. T prvisin SIP settings enter the: External IP This is the IP address f the ISP and can be btained frm the netwrk ruter. The external IP address can als be btained nline at whatismyip.cm. Type the address in a Web brwser click Enter and the external IP address will appear n a page. Lcal Netwrk This is the default IP address f the ruter with the last digit replaced by a zer. In mst cases the default ruter address will be By replacing the last digit (1) with a zer this indicates that the lcal netwrk (traffic Cpyright IPitmy Cmmunicatin, LLC VRF

50 addressed t ) includes any variatin f the furth number in the IP address. This means that the lcal netwrk includes traffic addressed t: , , etc. Subnet Mask Leave the default setting fr the Subnet Mask as is ( ). Prvided by the ruter, this mask tells the netwrk what cmmunicatin traffic t listen t. Fr example, the setting tells the system t listen t cmmunicatin traffic sent t fr any variatin f the furth number (designate by the zer at the end). Implementatin Nte 6 Fr the Lcal Netwrk and Subnet Mask t wrk crrectly the furth digit in bth numbers must be a 0. The zer in the Subnet Mask indicates that the netwrk is t listen t traffic addressed t any IP address within the Lcal Netwrk. The Zer in the Lcal Netwrk indicates that the Lcal Netwrk can include an IP address with any variatin f the furth number. Advanced Settings Advanced SIP settings define in mre detail the management f netwrk traffic. These settings are autmatically prvisined when the system registers with the ruter. In mst business implementatins it is nt necessary t make changes t these settings. Prmpts A prmpt r greeting can welcme a caller t the business, direct them t a destinatin, prvide instructins r deliver infrmatin. The IPitmy 1500 makes managing prmpts easy. Uplad Vice Prmpt 1. Click PBX Setup and Prmpts. The Edit Prmpts page will appear. 2. Select Brwse and lcate the prmpt file t be upladed. 3. Open the file using the perating system. The file will appear in the File Name Windw. 4. Enter a Name fr the File in the Descriptin field. 5. Click n Send File. The file will appear in the Prmpt Files n Server Windw. It will display the File Name, Descriptin and Size. 6. Click n Save Changes. 7. Click n Apply Changes when ready t implement these changes t the system. Recrd New Vice Prmpt 1. Click PBX Setup and Prmpts. The Edit Prmpts page will appear. 2. Define a Prmpt Name and Descriptin. Cpyright IPitmy Cmmunicatin, LLC VRF

51 3. Assign an Extensin t the prmpt. 4. Click Recrd. The system will dial the extensin assigned t the prmpt. A message screen will appear n the cmputer indicating that the system is trying t reach the extensin. 5. Answer the call frm the system and recrd the prmpt. 6. Click the Cntinue buttn n the message screen. The new prmpt will appear in the Prmpt Files n Server Windw. It will display the File Name, Descriptin and Size. 7. Click n Save Changes. 8. Click n Apply Changes when ready t implement these changes t the system. (Diagram 28) Play a Prmpt 1. Click PBX Setup and Prmpts. The Edit Prmpts page will appear. 2. Select a prmpt frm the Prmpt Files n Server Windw. 3. Click Play. The prmpt will play. Delete a Prmpt 1. Click PBX Setup and Prmpts. The Edit Prmpts page will appear. 2. Select a prmpt frm the Prmpt Files n Server Windw. 3. Click Delete. The prmpt will be deleted frm the list. 4. Click Save Changes. 5. Click Apply Changes when ready t implement these changes t the system. Music n Hld In a busy business it is smetimes necessary t place callers n hld. Playing music while a caller waits can make this time mre pleasant. Music files must be in.mp3 frmat. Cpyright IPitmy Cmmunicatin, LLC VRF

52 Add New Music Files 1. Click PBX Setup and Music n Hld. The Music n Hld page will appear. 2. Click Add New. The Edit Music n Hld Page will appear. 3. Name the music file that will be upladed. 4. Set Randm t Yes r N. If the music file is t play randmly, select Yes. If it is t play sequentially with files that already exist, then select N. 5. Select Brwse and lcate the music file t be upladed. 6. Open the file using the perating system. The file will appear in the Lad This Music File Windw. 7. Click n Send File. The file will appear in the Music Files n Server Windw. It will als appear n the Music n Hld page where it will display the file Name, Play Mde and Randm designatin. 8. Click Save Changes. 9. Click Apply Changes when ready t implement these changes t the system. Edit Existing Music Files 1. Click PBX Setup and Music n Hld. The Music n Hld page will appear. 2. Select a music file frm the Music n Hld Main page. 3. Click Edit. The Edit Music n Hld page will appear. 4. Change the Name, Randm Setting, Lad a New File, r Delete the existing file. 5. Click Save Changes. 6. Click Apply Changes. The revised music fill will appear n the Music n Hld page where it will display the new file details. Delete a Music File 1. Click PBX Setup and Music n Hld. The Music n Hld page will appear. 2. Select a Music n Hld file frm the files n the Music n Hld page. 3. Click Delete. The Music n Hld file will be deleted frm the list. 4. Click n Apply Changes when ready t implement this change t the system. Cpyright IPitmy Cmmunicatin, LLC VRF

53 Feature Cdes Fund in the PBX Setup sectin f nline administratin, the IPitmy 1500 prvides a set f system feature cdes. These cdes allw system users t manually manage calls frm an extensin. T access these feature cdes. Click PBX Setup and Feature Cdes. The Feature Cde Chart will appear. Nte that the feature descriptins in nline administratin can be fund by sliding a muse ver the? next t the feature cde. Reprts Services Feature Cde Descriptin Persnal * 123 Prvides access t persnal vic . Vic Vic * 124 Prvides access t main vic bx. Main Transfer t *+(ext #) Transfers a caller t a vic bx. Vic Directry * 126 Access t the Cmpany directry. Blind Transfer # # Transfers a caller withut annuncing their call. Attended Transfer # * Allws persn transferring a call t stay n the call until it is received by the intended party. One Tuch * # Turns Call Recrding n. Recrd Pickup Extensin * 8 Allws a persn t pick up a call at a different extensin than their wn. Ring Grup Page ** (ext #) Pages a ring grup. The Services nline administratin page is a utility that allws the uplading f system sftware, cnfiguratins and databases. The Services page is designed t be used with the supprt f an IPitmy Custmer Service Representative. The default settings in this page are nt t be changed during a system implementatin. The IPitmy 1500 ffers System Administratrs a set f reprting tls t help manage calling traffic. Reprting tls als includes a diagnstic reprt used by IPitmy t evaluate the system s perfrmance. CDR Reprts A CDR Reprt can be used by the System Administratr t track calling traffic. The CDR Reprt fr the IPitmy 1500 tracks: Date/Time The date and time f the call. Frm The telephne number where the call is frm. Destinatin The extensin, vic bx r grup t which the call is ging. Trunk The phne number the call came in n. Duratin The length f the call in hurs, minutes and secnds. Status A descriptin f what happened t the call nce it reached its destinatin (e.g., Nt Answered, Discnnected r Successful). T access the CDR Reprts click Reprting and Reprts. The CDR Reprt will appear: Cpyright IPitmy Cmmunicatin, LLC VRF

54 Diagnstics (Diagram 29) The System Diagnstics page in the system s nline administratin is a utility used by IPitmy Custmer Service Representatives fr system diagnstics. The System Diagnstics page is meant nly t be used with the supprt f an IPitmy Custmer Service Representative. Mnitring The Mnitring page is a great place t quickly check the status f extensins n the system. This page lists the Extensins, their Status, and which prviders call traffic is utilizing. T access the Mnitring Reprt click Reprting and Mnitring. The Mnitring Reprt will appear: (Diagram 30) Cpyright IPitmy Cmmunicatin, LLC VRF

55 Smart Persnal Cnsle The Smart Persnal Cnsle is a Web page designed t assist users in managing their extensin. The cnsle ffers users the flexibility f nt having t be at a physical extensin t make changes t the way the phne is setup including frwarding messages. (Diagram 31) (Diagram 32) T make changes t an extensin using the Smart Persnal Cnsle: 1. Open a Web brwser n a wrkstatin and type the static IP address f the system including the cmplete URL f the lgin page; /Ippbx in the brwser s URL field and press Enter. 2. Enter a User Name and Passwrd (the system default is the extensin number fr bth). Be sure t change the passwrd after lgging in fr the first time. 3. The Smart Persnal Cnsle fr that extensin will appear with infrmatin abut the extensin pre-ppulated. 4. The Mailbx Number will autmatically be ppulated n the cnsle and cannt be changed. Cpyright IPitmy Cmmunicatin, LLC VRF

56 5. Name, Passwrd and User fr the extensin can be mdified by a user. 6. Users can als make changes t the fllwing settings: Attach t Sending a vic message t an address by attaching it t an message as an audi file (.Wav). Delete After ing Deleting the vic after it has been ed t the address prvided fr the extensin in General Settings. Say Caller ID Stating Caller ID prir t playback f the message. Allw Review Permits a user t review a vic message after it has been played. Allw Operatr Defines an extensin (persn) as a system peratr. Play Envelpe Message Play caller ID and time f call prir t an audi versin f a message delivered thrugh Aut Delete, Time Zne and Operatr Destinatin are autmatically ppulated by the System Administratr and can be viewed by a user thrugh the Smart Persnal Cnsle, but cannt be changed. 8. Frwarding appears with the settings created by the System Administratr and can als be changed by a user. Smart Operatr Cnsle The Smart Operatr Cnsle is an advanced frm f an attendant cnsle. This Web page simplifies the prcess f managing calls by putting cntrl at the fingers f an peratr. With the click f a muse, the peratr can transfer calls, park callers fr retrieval by ther peple in the business, and see wh in the business is currently n their phne. In additin, the Smart Operatr Cnsle allws the peratr t see if an extensin has bth ld and new vic messages. T perate the Smart Operatr Cnsle: Transfer Calls Click n the telephne in the cnsle with the call and drag it t the apprpriate extensin r destinatin. Transfer Calls t an In-Sessin Cnference Call Click n the telephne in the cnsle with the call and drag it t the in-sessin cnference call. Park Calls Click n the telephne in the cnsle with the call and drag it t a Park Slt. Lcate the party fr the call and page r call the persn t infrm them f the call n park. Hang Up n a Call Duble click n the flashing red buttn. Get Infrmatin abut Last Call Duble click n the green arrw. The infrmatin windw will appear. Additinal infrmatin can be added t the infrmatin windw when the call is transferred t a third party. This infrmatin will be presented t the receiving party in the windw f their phne, just like a caller ID. Call Management Lights The Smart Operatr Cnsle manages call traffic with the use f three light indicatrs. Green This extensin can accept calls. Cpyright IPitmy Cmmunicatin, LLC VRF

57 Yellw This extensin is in a ring grup. Red This extensin cannt accept calls. (Diagram 33) Extensin Available Extensin has a call in prgress Extensin has vic Cnference Rms Ring Grups Park Trunks (Diagram 34) Cpyright IPitmy Cmmunicatin, LLC VRF

58 Cpyright IPitmy Cmmunicatin, LLC VRF

59 Appendices Cpyright IPitmy Cmmunicatin, LLC VRF

60 Appendix 1: IP Telephnes IPitmy 100 (Diagram 35) IPitmy 100 is a full-feature business-grade IP phne ffering a: Cmplete business feature set. Simplified installatin using IPitmy s unique discvery prtcl. Aastra 480i (Diagram 36) Aastra 480i is a full-featured multi-line large-screen IP phne that ffers: Large display screen with sft keys fr flexibility f call handling. Enhanced call management including a persnal directry, callers lg, and redial list. Multiple-line call appearance buttns that can supprt up t nine simultaneus calls. Sftware upgrades simplifying field upgrades and assuring investment prtectin. 10/100 Ethernet prts fr inline pwer supprt. Supprt fr multiple IP systems prtecting yur investment fr the future. Aastra 9133i (Diagram 37) Aastra 9133i is a full-featured multi-line standard-screen IP phne that ffers: Enhanced call management including a persnal directry, callers lg, and redial list. Cpyright IPitmy Cmmunicatin, LLC VRF

61 Multiple-line call appearance buttns that can supprt up t nine simultaneus calls. Sftware upgrades that simplify field upgrades and assure investment prtectin. 10/100 Ethernet prts fr inline pwer supprt. Supprt fr multiple IP systems prtecting yur investment fr the future. Aastra 9112i (Diagram 38) Aastra 9112i is a single-line IP speaker phne that ffers: Enhanced call management including a persnal directry, callers lg, and redial list. Sftware upgrades simplify field upgrades and assuring investment prtectin. Supprt fr multiple IP systems prtecting yur investment fr the future. Aastra 480i CT (Diagram 39) Full-featured IP phne with handset fr ffice mbility that ffers: Crdless mbility supprting up t fur crdless handsets. Large display screen with sft keys fr flexibility f call handling. Enhanced call management including a persnal directry, callers lg, and redial list. Multiple-line call appearance buttns that can supprt up t nine simultaneus calls. Sftware upgrades simplifying field upgrades and assuring investment prtectin. 10/100 Ethernet prts fr inline pwer supprt. Supprt fr multiple IP systems prtecting yur investment fr the future. Detailed infrmatin regarding these phnes including technical specificatins can be fund at Cpyright IPitmy Cmmunicatin, LLC VRF

62 CunterPath eyebeam 1.5 and X-Lite 3.0 What is a Sftphne? CunterPath s eyebeam 1.5 and X-Lite 3.0 are Web-based telephnes that perate frm a PC. These next-generatin Vice Over IP (VIP) telephny client s are designed t enhance a user s cmmunicatin experience by keeping them cnnected t callers anyplace and anytime thrugh the cnvenience f an intuitive and user-friendly desktp. Based n pen standards, CunterPath Sftphnes use a telephne-centric interface that allws users t manage vice, vide, instant messaging (IM) and presence applicatins n their desktp. This cmprehensive suite f carrier-grade slutins, give users the flexibility t meet the fast-paced and changing demands f any business. X-Lite 3.0 Free Sftphne Intuitive user interface makes it easy fr bth nvice and pwer users t make and receive calls, initiate vide cnferencing, and cmmunicate using Instant Messaging. Cmprehensive Persnal Address Bk, including detailed calls lists and histry. Micrsft Outlk integratin allwing users t imprt their address bk int their eyebeam cntact list. Zer-Tuch Cnfiguratin f audi r vide devices. Instant messaging (IM) and presence management. Multi-party and ad-hc vice and vide cnferencing (IP and PSTN). Vice and vide call recrding. Pp-up management f incming calls. eyebeam 1.5 (Pricing available at Intuitive user interface that makes it easy fr bth nvice and pwer users t make and receive calls, initiate vide cnferencing, and cmmunicate using Instant Messaging. Cmprehensive Persnal Address Bk, including detailed calls lists and histry. Micrsft Outlk integratin allwing users t imprt an address bk int the eyebeam cntact list and dial directly frm the applicatin. Zer-Tuch Cnfiguratin f audi r vide devices. Instant messaging (IM) and presence management. Multi-party and ad-hc vice and vide cnferencing (IP and PSTN). Vice and vide call recrding. Pp-up management f incming calls. Security ffering signaling and media encryptin via TLS and SRTP streams. Perfrmance management f the SIP end-pint (Sftphne). High cmpressin CODEC supprt. Cpyright IPitmy Cmmunicatin, LLC VRF

63 (Diagram 40) Sftphne Installatin 1. Dwnlad the CunterPath Sftphne t be used with the system frm The installatin utility will install a phne icn in the tlbar f the perating system. This icn lks like a green light. 2. Left click the Sftphne Icn in the perating system tlbar. The Sftphne will appear. 3. Right click n the Sftphne and select SIP Accunt Settings frm the drp-dwn menu. 4. Click Prperties. The prperties windw fr the Sftphne will appear. 5. Enter a Display Name. this is the name f the persn r department assciated with the phne. 6. Create a User Name. This is the extensin the phne will be ff f the IPitmy Be sure t use a number that is nt being used by an existing extensin. 7. Enter a Passwrd. This passwrd will need t be the same as the ne used in the IPitmy 1500 Extensin Setup (Add New) page. 8. Enter the Extensin Number in the Authrizatin User Name field. 9. Enter the Dmain (IP Address) f the system t which the Sftphne is t be cnnected. 10. Click Apply. 11. Select OK. The Sftphne Accunt Settings page will clse. 12. Lg int the IPitmy 1500 (if nt already lgged in). Click Destinatins and Extensins in the navigatin bar f the system s administratin menu. The Extensins page will appear. 13. Click Add New. The Edit Extensins page will appear. Nte that each new Cpyright IPitmy Cmmunicatin, LLC VRF

64 extensin added autmatically has a vice mailbx created. 14. Insert the Name r department assciated with the extensin being created. 15. Create an Extensin Number fr this persn r department. 16. Ppulate the address fr the persn r extensin. This will allw the system t frward messages t the address f the persn at the extensin. 17. Select a status frm the drp-dwn menu. An extensin can be: Active Currently in use. Disabled Nt currently in use. 18. Create a vic PIN fr the extensin. PIN numbers must be between 3 and 4 characters lng. The default setting is fr the PIN t be the extensin number. Be sure t instruct users t change the PIN t avid unauthrized use. 19. Enter a Ring Time. This is the time in secnds that a call will ring befre it is cnsidered unanswered. Ring time must be between 1 and 360 secnds in length. 20. Define a Call Limit. This is the number f cncurrent calls allwable at an extensin. The Call Limit selected must be between 0 and 9. This limit will depend n the phne being installed. 21. Create a Call Grup number. This number assigns this extensin t a grup with a similar purpse (e.g., Sales r Custmer Service). Multiple call grups can be assigned t each extensin by putting a cmma between the grup numbers. The call grups als define which Pickup Grups can answer calls t this extensin. 22. Create a Pickup Grup. This number must match the Call Grup number(s). It defines the Call Grup Numbers this extensin can pickup remtely by pressing * Click Apply Schedule. When an extensin is created, a schedule destinatin is created. This schedule is nt activated until the Apply Schedule bx is selected. When it is selected, yu can setup a schedule fr this extensin by selecting Schedule under the Destinatins Menu and clicking n the schedule fr that extensin. Extensin schedules will appear with the name f the extensin (e.g., Extensin 123 wuld appear as ext_123 ). See the Schedules sectin f this guide fr mre infrmatin. Cpyright IPitmy Cmmunicatin, LLC VRF

65 Frward Settings The frwarding settings are made t be very user friendly. The settings may be mdified frm the Smart Persnal Cnsle, changed frm yur telephne extensin r changed remtely frm any telephne (including cell phnes) using the tuch-tne key pad f any telephne. Frward settings rutes calls t a different destinatin. These settings can be: Uncnditinal Always rute calls t a specific destinatin. Busy Rute calls t a specific destinatin when the extensin is in use r d nt disturb is selected. N Answer Rute calls t a specific destinatin when a call is nt answered. Unavailable Rute calls t a specific destinatin when a phne is turned ff, is nt registered with the system r has reached its call limit (as set In the IP PBX). Prvisining Frward Settings Pick the setting t be prvisined Uncnditinal, Busy, N Answer r Unavailable. Select Enabled r Disabled. Disabled turns the frward setting ff. Enabled turns the frward setting n. If the Frward setting is Enabled, yu can chse t select a destinatin frm the drp-dwn list. The IPitmy 1500 allws calls t be frwarded t a PSTN. Frward calls t a PSTN number by entering it int the field prvided. Calls can be frwarded t any destinatin (r telephne number) in the drp-dwn list r any telephne number. Changing a Frwarding Number frm an Extensin Only uncnditinal frwarding can be changed frm a tuch-tne keypad. Dial *90 t disable frwarding. Dial *91 t enable frwarding. Dial *92 t set the frwarding number. Changing a Frwarding Number frm a PC 1. Brwse t the Smart Persnal Cnsle page. 2. Lgin. 3. Select a Destinatin fr the chsen frward type. 4. Enter the telephne number. Changing a Frwarding Number While Away frm an Extensin Only uncnditinal frwarding can be changed frm a tuch-tne keypad. When it is necessary t mdify the frwarding setting while away frm the ffice, the IPitmy 1500 has a frwarding applicatin built int the system. It is necessary t have an autmated attendant menu accessible frm utside the system. The frwarding gateway is selectable as an ptin frm the Smart Persnal Cnsle. When away frm the ffice, it is pssible t call int the Cpyright IPitmy Cmmunicatin, LLC VRF

66 Autmated Attendant, enter the digit setup t be the frwarding gateway. Here users can turn frwarding n r ff and enter a different number t frward calls t. 1. Call int the Autmated Attendant menu. 2. Select the tuch-tne digit that has been set fr mdifying frwarding settings. 3. The system will prmpt fr an Extensin Number and Passwrd. 4. The system will indicate if extensin frwarding is Enabled r Disabled. 5. Pressing 1 tggles between Enabled and Disabled. 6. Pressing 2 allws the frwarding destinatin t be mdified. Advanced Settings Netwrk Settings When installing a Sftphne change the SIP Passwrd in Netwrk Settings t match the passwrd created in the Sftphne Accunt Settings. The rest f these settings represent service prvider permissins and identificatin infrmatin. These ther system (extensin) defaults shuld nt be changed. Select Save Changes. Click Apply Changes when ready t implement the extensin t the system. Cpyright IPitmy Cmmunicatin, LLC VRF

67 Appendix 2: Changing IP Address Determining Lcal Netwrk Address (n a Micrsft Windws Machine) T determine the lcal netwrk address n a Micrsft Windws machine: 1. G t Start and click n Run. Type cmd and press Enter. 2. At the Cmmand Prmpt type ipcnfig /all and press Enter. Windws will display the current cnnectin details (Diagram 41). These cnnectin details cntain imprtant infrmatin used in the setup f the IPitmy (Diagram 41) Write the fllwing infrmatin in the IPitmy 1500 Installatin Checklist: IP Address Subnet Mask Default Gateway Determining an Available IP Address Adding the IPitmy 1500 t an existing Lcal Area Netwrk (LAN) requires knwing what IP address can be given t the system. Every new piece f equipment added t the netwrk must have its wn IP address. Pinging an IP address determines if an IP address is available t be used. A ping is a call t the IP address t see if it exists. If a ping gets a respnse then the IP address is in use. T ping an IP address n a Windws -based machine already cnfigured n the lcal netwrk: 1. G t Start and click n Run, type cmd and press Enter. 2. At the Cmmand Prmpt type ping *[ ] and press Enter. This IP Address is the IPitmy 1500 default static IP Address. The IP Addresses yu ping n yur lcal netwrk will be defined by yur ruter. Fr example, even thugh the default IP Address fr the IPitmy 1500 is , the IP Addresses that yu ping t determine if ne is available may differ. This will be determined by yur gateway (ruter) Cpyright IPitmy Cmmunicatin, LLC VRF

68 address. 3. If yu receive a Destinatin net unreachable message like in (Diagram 42), the number *[ ] is an IP Address nt in use and can be assigned t the IPitmy (Diagram 42) *Sample cnfiguratins are fr a Windws XP perating system and Linksys ruter and are fr demnstratin purpses nly. This IP Address is determined by the default gateway (ruter) yu discvered in Determining the Lcal Netwrk Address. 4. If yu get a return r Reply frm * like in (Diagram 43) the IP Address is in use. Cntinue pinging IP addresses n *[ XXX] that are greater than *[ ] until yu find a Destinatin net unreachable. Make a recrd f this IP address in the IPitmy 1500 Installatin Checklist t use later in the installatin. (Diagram 43) Implementatin Nte 7 Exact IP addresses will be determined by yur specific netwrk. Netwrk n XXX ( Nt Available) The IPitmy 1500 cmes with the default IP address f When yu ping r call this IP address if there is a cnflict the default IP address will need t be changed. Changing this default setting will require the fllwing equipment: A Windws based PC A Ruter Tw Cat5 netwrk cables IPitmy 1500 Once yu have the equipment needed t change the default settings f the system fllw the steps belw. The sample setup instructins use a Windws XP perating system and Linksys ruter and are meant fr demnstratin purpses nly. Cpyright IPitmy Cmmunicatin, LLC VRF