Integration with Mitel 3300 via SIP

Transcription

1 Integration with Mitel 3300 via SIP Doc. Version: 8.5 (4) Date: Aug 2012

2 Please refer to this guide when integrating Office-LinX with a Mitel 3300 PBX. Contacting Esnatech Esna Technologies, Inc. 30 West Beaver Creek Rd., Suite 101 Richmond Hill, ON L4B 3K1 Tel: Fax: Website: For hardware and software support, contact: Tel: techsupp@esna.com For documentation request and feedback, contact: documentation@esna.com Copyright & Trademarks Esna Technologies, Inc. 30 West Beaver Creek Rd., Suite 101 Richmond Hill, ON L4B 3K1 Copyright by Esna Technologies, Inc. All rights reserved. Office-LinX Unified Communications Server is made available under the terms of the Esna Technologies, Inc. license agreement without express or implied warranties of any sort, including, specifically, any warranties relating to the performance or maintenance of the program. While every effort has been made to ensure accuracy, Esna Technologies, Inc. will not be liable for technical or editorial errors or omissions contained within the documentation. The information contained in this documentation is subject to change without notice. Esnatech software and related documentation may be used only in accordance with the terms of the Esna Technologies, Inc. license Agreement and copied only to provide adequate backup protection. Other brands and products are trademarks or registered trademarks of their respective holders and should be noted as such. i Office-LinX Integration with Mitel 3300 via SIP

3 Table of Contents 1 Programming a 3300 ICP System ICP Detailed Configuration 11 Setting up a System Speed Dial for Voic 12 Reroute Phones to SIP Trunk on Busy/No Answer 13 Programming an ICP for MWI and Message Retrieval 13 To create an HCI Reroute Hunt Group 15 Office-LinX Installation 23 Office-LinX Configuration TABLE OF CONTENTS Office-LinX Integration with Mitel 3300 via SIP ii

4 iii Office-LinX Integration with Mitel 3300 via SIP

5 CHAPTER 1 Office-LinX Integration with Mitel 3300 via SIP Programming a 3300 ICP System Note: The 3300 Software tested and depicted here is (Version MCD 5.0 SP2). Office-LinX is compatible with (version 9 UR2) and higher. Warning: These integration notes are created through internal testing and cannot be guaranteed for every deployment due to the variations between different sites. Some combinations may not work even if you follow the documentation as shown here. It is, therefore, recommended that you use this guide as a reference for your own configuration rather than to treat this document literally. Office-LinX Integration with Mitel 3300 via SIP 1

6 3300 ICP Detailed Configuration Note: All Mitel menu paths in these instructions are given using View by Category. 1. Switch to View by Category. 2. Go to System Properties > System Feature Settings > Class of Service Options on the General tab. Configure all Office-LinX related options by selecting an entry, then clicking Change. 2 Office-LinX Integration with Mitel 3300 via SIP

7 3. Configure the Class of Service as shown. On the Basic tab. Office-LinX Integration with Mitel 3300 via SIP 3

8 On the Advanced tab. Click Save. 4 Office-LinX Integration with Mitel 3300 via SIP

9 4. Go to Trunks > Trunk Attributes. Select an entry then click Change. Define the settings as shown. Click Save.. Office-LinX Integration with Mitel 3300 via SIP 5

10 5. Go to Voice Network > Network Elements. The Office-LinX server address must be defined before the PBX can communicate with it. Click Add to create a new entry for Office-LinX. Click Change to modify an existing entry. In the Name field, enter a name to associate with the Office-LinX server. For FQDN or IP Address, enter the address of the Office-LinX server. For all other fields, match the settings as shown. Click Save. 6 Office-LinX Integration with Mitel 3300 via SIP

11 6. Go to Trunks > SIP > SIP Peer Profile and open the Basic tab. Click the Add button to add an entry for Office-LinX integration. SIP trunking uses the pre-existing IP/Ethernet connections, so there is no need to add new hardware. A detailed profile must be created to ensure proper communication. Office-LinX Integration with Mitel 3300 via SIP 7

12 7. On the following tabs, match the settings as shown. The SIP Peer Profile Label may be modified for your own reference and the Network Element was created in the previous steps. Click Save. 8 Office-LinX Integration with Mitel 3300 via SIP

13 8. Go to Call Routing > Automatic Route Selection (ARS) > ARS Routes. Create a route for SIP trunks connecting to the Office-LinX system. Select an entry and click Change. Set Routing Medium to SIP Trunk. Change SIP Peer Profile to Office-LinX. The SIP Peer Profile creation is explained in the previous steps. Click Save. 9. Go to Call Routing > Automatic Route Selection (ARS) > ARS Digit Modification Plans. For each field relevant to Office-LinX, click Change. For Office-LinX, there is no need to absorb any digits. Enter 0 for Number of Digits to Absorb in all appropriate fields. Click Save. Office-LinX Integration with Mitel 3300 via SIP 9

14 10. Go go Call Routing > Automatic Route Selection (ARS) > ARS Digits Dialed. Click the Add button to create an entry for routing a trunk call. If you already have a number that you wish to use for this purpose, select that entry and click Change. Fill out the information as shown. Digits Dialed is used by callers when connecting to Office-LinX from a workstation. Click Save.. 10 Office-LinX Integration with Mitel 3300 via SIP

15 Setting up a System Speed Dial for Voic 1. Go to System Properties > System Feature Settings > System Speed Calls. 2. Click Add to create a Speed Call number. 3. Enter an available Directory Number for Office-LinX in the Speed Call Number field. Set the Actual Number field value to the ARS number that points to the SIP Trunk of Office-LinX. Leave all other fields at their default values. Click Save. Office-LinX Integration with Mitel 3300 via SIP 11

16 Reroute Phones to SIP Trunk on Busy/No Answer 1. Go to Call Routing > Call Handling > Call Rerouting First Alternatives. Select any First Alternative Number other than 1. Click Change. Set all of the values to This. Enter the ARS Trunk number assigned earlier as the Directory Number. Click Save. 2. Go to Call Routing > Call Handling > Call Rerouting. Select each device that is required to forward Busy/No Answer conditions to Office-LinX. Set the Call Rerouting - 1st Alt. to the value created in step Office-LinX Integration with Mitel 3300 via SIP

17 Programming an ICP for MWI and Message Retrieval To create an HCI Reroute Hunt Group 1. Open the 3300 ICP Administration Web page and choose View by Category. 2. Go to Users and Devices > Group Programming > Hunt Group. Click Add. In the Hunt Group field, type the hunt group number. The Class of Service - Day, Night1 and Night2 should be the same as the COS defined for the SIP Trunks. For Hunt Group Priority, enter 64. In the Hunt Group Type field, select HCIReroute. Click Save. Office-LinX Integration with Mitel 3300 via SIP 13

18 3. Go to Call Routing > Call Handling > Call Rerouting Always Alternatives. Program a number that points to the Speedcall number created above. Choose an unused Always Alternative Number. Do not use Call Reroute number 1. Click Change. Hint: Remember the Always Alternative Number, because it will be needed in the final step. Change all four Originating Device values to Reroute. Change Directory Number to the Office-LinX Directory Speed Dial setup in the Setting up a System Speed Dial for Voic section. Click Save. 4. Go to Call Routing > Call Handling > Call Rerouting. Select the entry that matches the HCI Reroute number, then click Change. In the Call Rerouting Assignment window, change the Call Rerouting - Day, Call Rerouting - Night1, and Call Rerouting - Night2 numbers to the Call Rerouting Always Alternatives number created in step 3. Click Save. 14 Office-LinX Integration with Mitel 3300 via SIP

19 Office-LinX Installation Note: Make sure that all of the necessary Services for your operating system have been installed before proceeding with the installation. Refer to the appropriate section of the Server Installation Guide for further details. Also make sure that Windows Firewall is disabled, and that Windows Automatic Update is turned off. Note: If you have Autorun disabled on your system, please browse into the DVD and double-click the InstallUC.bat file to begin the installation process. 1. Insert the Office-LinX 8.5 installation DVD into the DVD drive. The following screens will appear. 2. Once the Windows components have been verified, the following screen will appear. Click Next to begin the installation procedure. Note: The installer will automatically install the necessary packages at the beginning of the installation if they do not already exist on the system. These packages may include Sentinel Protection, Microsoft Visual C++ Redistributable and Microsoft.Net Framework 3.5. This process may take a while depending on the required components. Note: Clicking on the Documentation button will provide you with the default set of PDF documents which comprehensively cover most aspects of Office-LinX. 3. Enter the DCOM settings (local machine administrator login information). This is required by services which use local administrator rights. Click OK after entering the necessary credentials. Office-LinX Integration with Mitel 3300 via SIP 15

20 4. Review all the license agreements and select the I accept button for all entries to continue. Click Next when ready. 5. You will be asked to select the destination of the installation. You may change the hard drive destination through the drop down menu. By default, the installation will be made on the C drive. Click Next to continue. 6. Enable Single UC Server. Click Next. Single UC Server: When operating Office-LinX on a single server computer. Multiple UC Servers in High Availability: When running Office-LinX in High Availability mode for redundancy. Cloudlink: Enable this option if you are installing Esna Cloudlink. 7. Once the process is complete the licensing screen will appear. It is recommended that you use Online Activation whenever possible. To do so, simply enter the Serial Number and Site ID which has been provided to you. Click Request Online Activation when finished. Warning: It is essential that the system/pc clock be properly set before activating the license. Any subsequent changes to the clock can adversely affect or terminate the license. 16 Office-LinX Integration with Mitel 3300 via SIP

21 8. Confirm the contents of your license then click on the Set as Active License button. Note: Whenever your license is updated (e.g. addition of new features, extension, etc.) please restart the server after activating the license so that the new parameters can become active. 9. If the process was successful the following confirmation screen will appear. Click OK. 10. Click Exit to close the license window and continue with the installation. 11. Select the Components required at your site. Click Next. 12. Select Mitel as your PBX Brand then click Next. Office-LinX Integration with Mitel 3300 via SIP 17

22 13. Select Mitel 3300 SIP Direct from the dropdown menu then click Next. Mitel 3300 SIP Direct 14. Enter the Account Information for the mail server which will be used during IMAP TSE synchronization. This will usually be the Superuser account from the Exchange server but may vary depending on your site s mail server. Please leave the entry blank if you are not synchronizing calendar and contact data. Click Next to continue. 15. Enter the primary location from which most telephone calls will be placed. This will normally be where the corporate office is situated. Additional dialing locations and rules may be defined after the installation is complete. Select the country from the dropdown menu, and enter the area code in the space provided. Click Next to continue. Note: If the Phone and Modem Settings under Windows Control Panel have already been configured, this step will not appear. The values entered there will be used automatically. 16. The preliminary information required for installation is now complete. Click Next. 18 Office-LinX Integration with Mitel 3300 via SIP

23 17. The selected components will now be installed. This process may take a while. 18. If you are warned about components being in use, either use the automatic option or manually close the process which is interfering with the installation. Click OK when ready. 19. After all the components are copied, you may be asked to provide the settings for the PBX that you have chosen. Since this process varies greatly from system to system, please ensure that you configure your site s PBX exactly as required. 20. The MiTAI Configuration screen appears. Click Next. 21. Click Add. Note: The IP Address field in the screen above refers to the PBX IP address. Office-LinX Integration with Mitel 3300 via SIP 19

24 22. Complete the following: In the IP Address field, enter the IP address of the PBX. In the Local IP field, select your local IP address from the dropdown list. In the Node ID field, specify a node ID. The Registration Access Code and Replacement Access Code fields may, for now, be left at their default values. Warning: Failure to specify a Node ID will result in a alert dialogue box. In this situation, click OK and return to the previous screen to specify a Node ID value. 23. Having done so, click OK. The following screen appears: 24. Click Next. The following screen appears. 25. Click Add. The Extension dialog box appears. 26. Specify the following IPPHONE information: In the Number of Records to add field, enter the number of ports on your system. In the Extension Number field, enter the extension number of the IP Phone port. In the IP Address field, enter the IP address of the IP Phone port. From the Device Type dropdown list, select IPPHONE. In the Node ID field, enter 1. Note: For Mitai to monitor and control IP phone extensions, they must be listed in the Mitai Configuration Wizard. Otherwise, the user will not be able to use UC Client Manager to monitor and control their IP phone. 27. Click OK to save your settings. 20 Office-LinX Integration with Mitel 3300 via SIP

25 28. Click Add. The Extension dialog box appears: 29. Specify the following HCI reroute information: In the Number of Records to add field, enter 1. In the Extension Number field, enter the extension of your HCI reroute. In the IP Address field, enter the IP address of the HCI reroute. From the Device Type dropdown list, select HCI. In the Node ID field, enter 1. Note: Programming an extension with the HCI reroute allows a user to press the Messages button and have the system dial into an extension that will be recognized as having a Voice mailbox. 30. Click OK to save your settings. Warning: Do not add any IPVOIC entries. 31. Click OK. The configuration wizard screen re-appears with the IP voice mail extension group numbers listed. 32. Verify that your IP Phone and HCI reroute information is correct. Click Next. 33. In this section of the installation wizard you will be asked to provide additional settings for SIP integration. Click Next to continue. Office-LinX Integration with Mitel 3300 via SIP 21

26 34. Fill out all required information. The PBX and the Number of Channels fields are automatically populated. Enter the IP Address of the PBX. Trunk is selected by default, and is the best option for most installations. Select Extension if it is available through the PBX, and if Pre-Paging is required. If Extension is enabled, enter the Start Extension Number established during PBX setup. Click Next when ready. 35. Confirm the information then click Finish. Note: Depending on the type of SIP integration you ll be using, you may have to fine tune the settings from the SIP Configuration Tool in order for the system to function properly. The SIP Configuration Tool can be found in the Office- LinX programs folder after installation. 36. Click Finish to restart the server. If you wish to restart your computer at a later time, disable the Restart check box then click Finish. 22 Office-LinX Integration with Mitel 3300 via SIP

27 Office-LinX Configuration 1. Open the Office-LinX Admin program. 2. Open Device Management > CTI Settings. 3. Ensure that the settings match those shown. Change the CTI Service IP to match your own system settings. Click OK to save your settings Open Device Management > Caller ID Settings. 5. Ensure that the settings match those shown. Click OK to save your settings. Note: Due to the fact that it is not possible to perform a silent monitor from a SIP trunk, record conversation cannot be started in the middle of a conversation. Any recording of conversation between two parties must be initiated from the beginning of the call and only when Office-LinX is transferring the call to the subscribers. 6. From the desktop, go to Start > All Programs > Office-LinX > SIP Configurator. 7. On the Channels tab, select the channel that corresponds to the HCI number. Double-click on the Extension No. and change the associated extension to match the HCI Reroute Pilot Number configured in the Mitai Configuration Wizard (step 29 from the Office-LinX Installation section). Enter the IP Address from the same section in the appropriate column. Office-LinX Integration with Mitel 3300 via SIP 23

28 8. Verify that the settings on the remaining tabs are correct. 9. Setup is now complete. 24 Office-LinX Integration with Mitel 3300 via SIP