UNIFIED COMMUNICATION SOLUTIONS

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1 May 11, 2018

2 UNIFIED COMMUNICATION SOLUTIONS IP-PBX: UCM series Granstream Certified Professional Mr. Konstantinos Konstantopoulos Grandstream Solutions Certified Trainer

3 Training Requirements: GCP - UC Solutions 1. Holding a GCS certificate x UCM6202/ x GXP phones, preferable with BLF 4. A PC with RJ-45 port, preferable with Windows 5. GS Affinity app 6. GWN7610 AP (Optional) 7. PoE_Injector (Optional) 8. Smart phone/tablet with Grandstream Wave soft phone (Optional)

4 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT INSTALLATION LAB 5: UC FEATURES & DEPLOYMENT LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

5 Installation & Deployment Physical Interfaces 1. Connect one end of an RJ-45 Ethernet cable into the LAN port of the UCM6XXX. 2. Connect the other end of the Ethernet cable into the LAN port of your GXP_1 phone. 3. Connect another Ethernet cable from the PC port of GXP_1 to the LAN port of GXP_2 4. Connect the 12V DC power adapter into the 12V DC power jack on the back of the UCM6XXX. Insert the main plug of the power adapter into a surgeprotected power outlet. 5. Connect USB or SD card (if available). Make sure UCM is up and running.

6 Installation & Deployment LCD The UCM6XXX series provides LCD interface, LED indication and Web GUI configuration interface: The LCD displays hardware, software and network information. Users could also navigate in the LCD menu for device information and basic network configuration. The LED indication at the front of the device provides interface connection and activity status. Browse LCD menu options and take note of IP address assigned to UCM.

7 Installation & Deployment Web UI 1. Connect a computer to the PC port of GXP_2 2. Enter the URL in the following format in the web browser: http(s)://ip-address:port The default protocol is HTTPS. The default port number is Example: UCM default LAN IP is 3. Enter the login username and password (default: admin/random password). Be able to access UCM web interface.

8 Installation & Deployment Setup Wizard Follow setup wizard instructions to set an initial configuration of your UCM. Settings in setup wizard include: Change password Network settings Time zone Extensions Trunks and routes Summary Be able to configure UCM using setup wizard. You can skip the Trunk/Routes step.

9 Installation & Deployment Zero Config (1/2) 1. Go to Web GUI Value-added Features Zero Config Zero Config Settings, select Enable Zero Config. 2. Configure Global Policy: a. Go to Web GUI Value-added Features Zero Config Global Policy. b. Set Date Format, Time Format and Firmware Source. 3. Create Model Templates: a. Go to Web GUI Value-added Features Zero Config Model Templates. b. Create a new model template English Support Template for available GXP model. c. Add option Language and set it to English. d. Select the option Default Model Template to make it the default model template.

10 Installation & Deployment Zero Config (2/2) 4. After devices are powered up and connected to the LAN network, use Auto Discover function or Create New Device function to add the devices to the device list on Web GUI Value-added Features Zero Config Zero Config. 5. For each of phones used by English speaking customer support, in Basic settings select an available extension for account 1 and click on Save. Then click on Advanced settings tab to bring up the advanced settings page. Users will see the English support template is applied since this is the default model template. 6. Repeat above steps 3-5 using Spanish template (that needs to be created). Provision available phones with Zero Config and using different templates level.

11 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT INSTALLATION LAB 5: UC FEATURES & DEPLOYMENT LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

12 Administration Web Access 1. Go to Web UI System Settings HTTP Server. 2. Set the following: Redirect From Port 80: Disable. Protocol Type: HTTPS (default). Port: 8089 a. On the web browser, type in <UCM_IP_ADDRESS> (example: ). Results: Access won t be allowed since Redirect From Port 80 is disabled. b. On the web browser, type in < (example: Results: Access won t be allowed since Protocol Type is HTTPS. c. On the web browser, type in < (example: Results: Access won t be allowed since Port is (Default HTTPS port is 443) d. On the web browser, type in < (example: Results: Access will be allowed.

13 Administration Network Basic Settings 1. Go to Web UI System Settings Network Settings. 2. Under Basic Settings tab, set Method to: a. Route : Connect a phone or computer to LAN port. Check IP address assigned. Access to web UI from LAN port using default IP b. Switch : Keep WAN port connected to network and connect computer or phone to LAN. Check IP address assigned. c. Dual : Select LAN2 as Default Interface. Keep WAN port connected to network. Connect LAN port to a different network. Understand and test different network modes available.

14 Administration Network 802.1x Settings 1. Go to Web UI System Settings Network Settings. 2. Under 802.1x Settings tab, set the following: a x Mode : Select 802.1x mode (EAP-MD5; EAP-TLS or EAP-PEAPv0/MSCHAPv2) depending on test environment. b. Identity : Enter identity information. c. MD5 Password : Enter MD5 password information. d x Certificate : Upload 802.1x certificate. e x Client Certificate : Upload 802.1x client certificate.

15 Administration Network Static Routes In this network, by default the IP phones in network are unable to call IP phones in network when registered on different interfaces on the UCM6204. Therefore, we need to configure a static route on the UCM6204 so that the phones in isolated networks can make calls between each other. 1. Go to Web UI System Settings Network Settings. 2. Under Static Routes tab, set the following: a. Destination : Set b. Netmask : Set c. Gateway : Set d. Protocol Type : Set WAN. Understand/Test Static Routes on UCM.

16 Administration Network Static Routes Sample scenario: Network has IP phones registered to UCM6204 LAN 1 address Network has IP phones registered to UCM6204 LAN 2 address Network has IP phones registered to UCM6204 via VPN Network has VPN connection established with network

17 Administration Network Port Forwarding 1. Go to Web UI System Settings Network Settings. 2. Under Port Forwarding tab, set the following: a. WAN Port : Port opened on the WAN side for access purpose. (Example: 8088) b. LAN IP : Device IP behind LAN interface. (Example: ) c. LAN Port : Port opened on the device side for access purpose. (Example: 80) d. Protocol Type : Set to TCP for web access. Connect a phone behind LAN port (UCM in Route mode) and configure needed Port Forwarding rules to be able to access phone s web interface.

18 Administration Users - New Administrator 1. Go to Web UI Maintenance User Management. 2. Under User Information tab, press Create New User button. 3. Configure user information including: User Name. User Password First/Last Name. /Phone/Department. 4. Select Administrator as Privilege. 5. Save and Apply changes. Access web UI using new user login credentials.

19 Administration Users - Custom Privilege 1. Go to Web UI Maintenance User Management. 2. Under Custom Privilege tab, press Create New Privilege button. 3. Configure the privilege name. 4. Select the modules to assign to this privilege. Status. Conference. System Events. CDR records. CDR API. Wakeup Service. 5. Save and Apply changes. Access web UI using new user login credentials and check available pages. 6. Create new user and assign this custom privilege to it.

20 Administration Time Auto Update 1. Go to Web GUI System Settings Time Settings Auto Time Updating. 2. Set the following: a. Remote NTP Server: IP or FQDN of NTP server (example: ntp.ipvideotalk.com) b. Enable DHCP Option 2: If DHCP server provides NTP server address. c. Enable DHCP Option 42: If DHCP server provides Time Zone (offset). d. Time Zone: Select current time zone from the list. e. Self-defined Time Zone: Enter manually time zone if not available in the list. UCM current time should be correct (System Information System Status).

21 Administration Time Manual 1. Go to Web GUI System Settings Time Settings Set Time Manually. 2. Select date and time. The format is: YYYY-MM-DD HH:MI:SS UCM current time should be as configured.

22 Administration Time NTP Server 1. Go to Web GUI System Settings Time Settings NTP Server. 2. On the client side, point the NTP server address to the UCM6200 IP address or host name to use the UCM6200 as the NTP server. Administration Check current time on the phone, it should be same as on UCM.

23 Administration Time Office Time 1. Go to Web GUI System Settings Time Settings Office Time. 2. Click on Create New Office Time. 3. Define Time and Week values. Under Advanced Options, define Month and Day values.

24 Administration Time Holiday 1. Go to Web GUI System Settings Time Settings Holiday. 2. Click on Create New Holiday. 3. Define Name, Holiday Memo, Month and Day. Under Advanced Options, define Week values.

25 Administration LDAP Server 1. Go to Web GUI System Settings LDAP Server. 2. Configure the following: Base DN PBX DN Root DN Root password Confirm Root Password. 3. On the client side, configure LDAP settings with UCM LDAP credentials. The phone should be able to look for LDAP contacts.

26 Administration Settings 1. Go to Web GUI System Settings Settings Settings. 2. Configure the following: TLS Enable: Checked Type: Set to Client Template Sending Form: Set to HTML. Server: Set SMTP server. (Example: smtp.gmail.com) Username/Password: Set credentials. Display Name: Specify the display name in the FROM header in the . Sender: Specify the sender's address. (Example:

27 Administration DDNS 1. Register domain in DDNS service provider. Please note the UCM6200 needs to have Internet access and student needs to have a registered account with a DDNS provider 2. Go to Web GUI System Settings DDNS Settings. 3. Configure Username, Password and Host Name. 4. Save and Apply changes. 5. Access remotely using configured Host Name.

28 Administration OpenVPN 1. Go to Web GUI System Settings OpenVPN. 2. Configure the following: Enable: Check to enable OpenVPN feature. Server Address: Set OpenVPN server IP/FQDN. Server Protocol: Set protocol (UDP, TCP) Device Mode: Dev TUN or Dev TAP depending on server configuration. User Compression: LZO compression algorithm. Enable depending on server configuration. CA Cert/Client Cert/Client Key: Upload SSL/TLS root certificate, client certificate and client private key respectively. 3. Save and Apply changes.

29 Administration PBX Extension Range Selection 1. Access to UCM6xxx Web GUI PBX Settings General Settings. 2. Under Extension Preference, edit/adjust following: User Extensions: Default range Pick Extensions: Default range (should be within User extensions range) Auto Provision Extensions: Default range (should be within User extensions range) Conference Extensions: Default range Ring Group Extensions: Default range Queue Extensions: Default range Voic Group Extension: Default range IVR Extensions: Default range Dial By Name Extensions: Default range Fax Extension: Default range

30 Administration PBX SIP Settings 1. Access to UCM6xxx Web GUI PBX Settings SIP Settings. 2. Under General tab, set the following: Bind UDP Port: Register a SIP account using default port Not registered. 4. Register a SIP account using configured port Registered. Check if phone is registered at step 3 and at step 4. Capture a trace to confirm results.

31 Administration PBX RTP Settings 1. Access to UCM6xxx Web GUI PBX Settings RTP Settings. 2. Under RTP Settings tab, set the following: RTP Start: 5004 RTP End: Save and apply changes. Make a call while capturing a trace and check the RTP ports used.

32 Administration Music On Hold 1. Access to UCM6xxx Web GUI PBX Settings Music On Hold. 2. Click on "Create New MOH Class" to add a new Music On Hold class 3. Click on to configure the MOH class sort method to be "Alpha" or "Random" for the sound files. 4. Click on to start upload. Music On Hold files should be uploaded successfully and can be played.

33 Administration Voice Prompt Automatic Download 1. Access to UCM6xxx Web GUI PBX Settings Voice Prompt Language Settings. 2. Click on Check Prompt List. 3. Locate the language on the list and click on Download and Install. From a registered phone dial a wrong extension and check which language is used on the prompts.

34 Administration Voice Prompt Manual Upload 1. Access to UCM6xxx Web GUI PBX Settings Voice Prompt Language Settings. 2. Click on Choose file to upload. 3. Upload the prompts file from your PC to UCM. Notes: This method is used when no Internet access is available on UCM. Updated language files can be requested from support.

35 Administration System Status - Dashboard The UCM6XXX monitors the status for Trunks, Extensions, Queues, Conference Rooms, Interfaces and Parking lot. It presents administrators the real-time status in different sections under Web GUI System Status Dashboard.

36 Administration System Status System Information 1. Go to UCM6XXX Web GUI Status System Status System Information. 2. Check hardware and software information for the UCM6xxx. 3. Compare actual firmware with official/beta firmware and upgrade if needed. Note: Administrators should always check the actual firmware version installed on the UCM6xxx, and make sure that it s the same one advertised officially under Grandstream s Firmware server: firmware.grandstream.com

37 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT INSTALLATION LAB 5: UC FEATURES & DEPLOYMENT LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

38 Advanced Deployment Analog Trunks Basic Options 1. Connect the analog lines to the FXO ports of the UCM6XXX. 2. Create an analog trunk on the Web GUI Extension/Trunk Analog Trunks. 3. Click on Create New Analog Trunk. 4. Select the FXO port where the analog line is connected. 5. Specify a unique label to identify the trunk in Trunk Name field.

39 Advanced Deployment Analog Trunks Advanced Options 1. SLA Mode: Unchecked. 2. Enable Polarity Reversal: Enable if supported by CO. 3. Current Disconnect: Enable if supported by CO. If enabled, configure Current Disconnect Threshold accordingly. 4. Ring Timeout: Keep default value. 9. Auto Record: enable automatic recording for outgoing/incoming calls using this trunk. 10. Disable This Trunk: Unchecked. 11. DAHDI Out Line Selection: Choose the strategy for selecting the line when making an outbound call: Ascend, Poll and Descend. 5. RX/TX Gains: Configure the gain for Receiving/Transmitting channel of FXO port. 6. Use CallerID: Enable this option to allow Caller ID detection. 7. CallerID Scheme: Choose auto-detect or select manually the caller ID Scheme. 8. FXO Dial Delay: Configure the time interval between off-hook and first dialed digit for outbound calls.

40 Advanced Deployment Analog Trunks Tone Settings Busy Detection: Used to detect remote party hang-up for busy signal. Busy Tone: Used to manually configure the busy tone value when custom is chosen under Tone Country. Busy Tone Count: Specify the number of busy tones before hangup. Congestion Tone: Used to manually configure the congestion tone value when custom is chosen under Tone Country. Congestion Detection: Used to detect remote party congestion signal. PSTN Detection: Option used to detect automatically the busy tone, polarity reversal and current disconnect. Congestion Count: Specify the number of congestion tones to wait for. Tone Country: Select the country for tone settings, or custom for manual configuration.

41 Advanced Deployment VoIP Trunks Register Trunk 1. Go to Web UI Extension/Trunk VoIP Trunk Create New SIP/IAX Trunk. 2. Select Register SIP Trunk for Type. 7. In Advanced Settings tab, Set the following: Need Registration: Whether the trunk needs to register on the external server or not. 3. Enter a reference name for Provider Name. This is mainly for reference. 4. For Host Name enter the IP address/domain of the Provider. 5. Click Enter Username/Password using credentials given by the provider 6. Save and edit the trunk. Allow outgoing calls if registration fails: Used to allow outgoing calls even if the registration to this trunk fail to go through. AuthID: Used to enter the Authentication ID of the trunk which can be required from the Provider. AuthTrunk: If enabled, the UCM will send 401 response to the incoming call to authenticate the trunk.

42 Advanced Deployment VoIP Trunks Peer Trunk 1. Go to Web UI Extension/Trunk VoIP Trunk Create New SIP/IAX Trunk. 2. Select Peer SIP Trunk for Type. 3. Enter a reference name for Provider Name. 4. For Host Name enter the IP address/domain of another UCM or 3rd Party IP-PBX. 5. Keep Original CID: Used to keep the Caller ID from the inbound call when dialing out. The peer trunk on both UCM should be reachable. 6. Keep Trunk CID: Used to keep the Caller ID of the Trunk and to avoid being overridden by extension s CID. 7. Caller ID: The number that the trunk will try to use when making outbound calls. 8. CallerID Name: Configure the new name of the caller when the extension has no CallerID Name. 7. Save and Edit the trunk. 8. In Advanced Settings tab, select codecs to be supported and enable Heartbeat Detection.

43 Advanced Deployment VoIP Trunks Outbound Routes 1. Go to Web UI Extension/Trunk Outbound Routes. 2. Click on Add button to create a new outbound route. 3. Specify a Calling Rule Name (required). 8. Check Enable Filter on Source Caller ID (recommended if privilege is set to Disable ). 9. Select trunk for this route in Use Trunk list (required, use peer trunk created). 4. Specify a Pattern for this route (required). 5. Define a Password (optional). 6. Select PIN Groups if exist (optional). 7. Select Privilege Level (required). 10. Configure Strip/Prepend based on your pattern (optional). 11. Select Failover Trunk (optional). 12. Define Time Condition (optional).

44 Advanced Deployment Outbound Routes Pattern, Privilege & Password Pattern: It is similar to dial plan. All patterns are prefixed by the _ character. N = Any digit from 2-9. = Wildcard, matches one or more characters! = Wildcard, matches zero or more characters immediately X = Any Digit from 0-9 Z = Any Digit from 1-9 [] = Interval. Example [1-58]XXX Privilege Level: There are 4 different types: Disabled: Only the selected extensions or extension groups are allowed to use this rule, it should be used with the filter on source caller ID option. Internal: the lowest level which can be accessed by anybody. Local: users who have local, national and international level are allowed to use this. National: users who have national and international level are allowed to use it. International: the highest level which can only be accessed by users with international permission. Password: Create password for users to enter before they can use this rule to make outbound calls.

45 Advanced Deployment Outbound Routes Filter on Source Caller ID Allow only Specific users to use specific outbound routes Allow group of extensions to use specific outbound routes.

46 Advanced Deployment Outbound Routes PIN Group When placing a call on pin protected outbound route, caller will be asked to input the group pin number. If Record In CDR option is enabled, the CDR record will display PIN Groups information accordingly. Note: if PIN Groups feature is enabled on outbound route level, Password, Privilege Level and Enable Filter on Source Caller ID will be disabled.

47 Advanced Deployment Outbound Routes Time Condition Customize holiday time, office time or a specified time to allow the outbound route to be used. Mon Tue Wed Thu Fri Sat Sun 8:00AM - 5:00PM Outbound Route 1 5:00PM - 8:00AM Outbound Route 2 All Day Outbound Route 3 Outbound Route 1 Outbound Route 2 Outbound Route 3

48 Advanced Deployment Outbound Routes Blacklist 1. Go to Web UI Extension/Trunk Outbound Routes Country Codes. 2. Select countries restrictions for outbound routes.

49 Advanced Deployment Outbound Routes Append Extension Number in DOD Unique DOD per extension 1. Go to WebUI Extension/Trunk VoIPTrunks 2. Enable Add Extension so that the selected extension number will be appended to the DOD VOIP Trunk

50 Advanced Deployment Inbound Routes 1. Go to Web UI Extension/Trunk Inbound Routes. 2. Click on Add button to create a new inbound route. 3. Select your trunk in Trunks list (required, use peer trunk created.). 4. Define a Pattern for this route (required). 5. Define a CallerID Pattern (optional). 6. Select Default Destination (ByDID, Extension, Ring Group, Queues ) (required). 7. Select Time Condition for this route (optional).

51 Advanced Deployment Inbound Routes Pattern/CallerID Pattern: It is similar to dial plan. All patterns are prefixed by the _ character. N = Any digit from 2-9 Multiple patterns can be used. Each pattern should be entered in new line. Users can add comments to a dial plan by typing /* and */ before and after each comment respectively. Example:. = Wildcard, matches one or more characters! = Wildcard, matches zero or more characters immediately X = Any Digit from 0-9 Z = Any Digit from 1-9 [] = Interval. Example [1-58]XXX Pattern _X. _NNXXNXXXXX /* 10-digit long distance */ _818X. /* Any number with leading 818 */ CallerID Pattern The pattern can be composed of two parts, Pattern and CallerID Pattern. The first part is used to specify the dialed number while the second part is used to specify the caller ID and it is optional, if set it means only the extension with the specific caller ID can call in or call out. Notes:

52 Advanced Deployment Inbound Routes DID Features / Blacklist DID Features Manage the destinations the inbound route can reach when By DID is selected. Blacklist Block callers for all inbound routes.

53 Advanced Deployment Inbound Routes Multiple Mode 1. Go to Web UI Extension/Trunk Inbound Routes. 2. Enable Inbound Multiple Mode. 3. Choose the default destination and time condition for each mode. 4. From a SIP end device that has UCM extension registered, dial feature code *62 will switch the inbound route destination to Mode 1 ; dial feature code *61 will switch the inbound route destination to Default Destination. This can be easily configured without web UI admin login.

54 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT INSTALLATION LAB 5: UC FEATURES & DEPLOYMENT LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

55 Call Management Call Transfer Enable Call Transfer Feature Code 1. Go to Web UI Call Features Feature Codes. 2. Set Allow both for Blind/Attended Transfer and Enable Seamless Transfer. Allow Transfer 1. Go under PBX Settings SIP Settings. 2. Check Allow Transfer. Seamless Transfer Use registered phones and make all transfer modes (Blind/Attended/Seamless) using UCM feature codes. This Lab requires a third phone, you may have to work with a team mate. 1. Go to Extensions / Trunk Extensions. 2. Under extension Features, choose Extensions that will have the ability to seamless transfer your extension.

56 Call Management DND / DND Whitelist 1. Go under Extension / Trunk Extensions. 2. Enable Do Not Disturb. 3. Add an extension number or external number under DND Whitelist. 4. Choose DND Time Condition (DND enabled all the time or on specific office time ) Enable DND on a extension and receive a call from extension in whitelist and another one not in whitelist. Check results for each call.

57 Call Management Call Forward Call Forward 1. Go under Extension / Trunk Extensions. Call Forward Whitelist 1. Go under Extension / Trunk Extensions. 2. Go under your Extension Features, under Call Transfer section : Set CFU to an Extension and set its Time condition to Out of Office Time. Set CFN to a Voic and set its Time condition to Holiday. Set CFB to a Custom Number and set its Time condition to Specific Time 2. Go under your Extension Features, under Call Transfer section add extension 1002 and number under FWD Whitelist. Note: These 2 numbers will be always able to reach your extension even if call forward is enabled. Receive a call from extension in whitelist and another one not in whitelist and test each call forward mode. Check results for each call.

58 Call Management Call Park Call Park There are two feature codes that can be used to park the call. Feature Maps Call Park (Default code #72) During an active call, press #72 and the call will be parked. Parking lot number (default range 701 to 720) will be announced after parking the call. Retrieve Parked Call To retrieve the parked call, simply dial the parking lot number and the call will be established. If a parked call is not retrieved after the timeout, the original extension who parks the call will be called back. Feature Misc Call Park (Default code 700) During an active call, initiate blind transfer (default code #1) and then dial 700 to park the call. Parking lot number (default range 701 to 720) will be announced after parking the call. While in conversation, park the call and retrieve from another phone.

59 Call Management Call Recording 1. Make sure the feature code for "Audio Mix Record" is configured and enabled. 2. After establishing the call, enter the "Audio Mix Record" feature code (by default it's *3) followed by # or SEND to start recording. 3. To stop the recording, enter the "Audio Mix Record" feature code (by default it's *3) followed by # or SEND again. Or the recording will be stopped once the call hangs up. The recording file can be retrieved under Web GUI CDR. Click on recording or click on to download the recording file. to show and play the

60 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT LAB 5: UC FEATURES LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

61 UC Features SIP Forking 1. Register an extension from UCM on 2 IP phones. 2. Check if both are registered and receive a call on that extension and check if both phones will be ringing. 3. Access UCM web UI Extension/Trunk Extensions and edit the extension. 4. Under Basic Settings tab, set Concurrent Registrations to 2 or more (max is 10). 5. Repeat steps 1 and 2 and check the results. GS Wave: Extension 1000 Check results at step 2 and at step 5. Home Phone: Extension 1000 Registe r Office Desk Phone: Extension 1000

62 UC Features SIP Presence Setting Presence Status I. Via Admin Web GUI 1. Access UCM web GUI as Admin and go to Extension/Trunk Extensions. 2. Edit an extension and go to Features tab. III. Via Feature Code I. From a registered extension, dial *48. II. Follow the prompt and select desired status (1 to 6). 3. Set Presence Status to desired status. 4. Save and Apply. II. Via User Portal 1. Access User Portal Basic Information Extensions. 2. Go to Features tab. 3. Set Presence Status to desired status. 4. Save and Apply. Unavailable 1 Available 2 Away 3 Chat 4 DND 5 Custom Presence Status 6

63 UC Features SIP Presence Monitoring Extension Status I. Using VPKs 1. Access monitoring phone s web UI and navigate to Settings Programmable Keys Virtual Multi-Purpose Keys. 2. Edit or Add VPK, select Presence Watcher as the Mode for the selected VPK. 3. Select Account for VPK. Account should be the UCM extension registered on the phone. 4. In Value, enter the UCM extension to be monitored. VPK should show correct Presence status. Available Away Chat Custom Status DND Unavailable GREEN GREEN RED GREEN RED OFF

64 UC Features SIP Presence Monitoring Extension Status II. Using MPKs 1. Access monitoring phone s web UI and navigate to Settings Programmable Keys. 2. Under Multi-Purpose Keys, select Presence Watcher as the Mode for the selected MPK. 3. Select Account for MPK. Account should be the UCM extension registered on the phone. 4. In Value, enter the UCM extension to be monitored. MPK should show correct Presence status. Chat, DND, Unavailable Available, Custom Status, Away LED off LED on

65 UC Features SIP Presence Monitoring Extension Status II. Using Extension Boards (GXP2140/2170 only) 1. Access monitoring phone s web UI and navigate to Settings Extension Boards Ext#. 2. Select Presence Watcher as the Mode for the selected MPK. 3. Select Account for MPK. Account should be the UCM extension registered on the phone. 4. In Value, enter the UCM extension to be monitored. EXT should show correct Presence status. Available DND Unavailable

66 UC Features Conference 1. Access the UCM6xxx Web GUI using the administrator username and password. 2. Navigate to Call Features Conference. 3. Click on "Create New Conference Room" to add a new conference bridge. 4. Customize the settings depending on the needs (public mode, Enable Caller Menu ). 5. Save and Apply. Call conference number. Be able to access conference call.

67 UC Features Conference Invite other parties to join Conference From web UI 1. Access the UCM6xxx Web GUI Call Features Conference. 2. Select the conference room to invite participant. 3. Click on the invite icon for option "Invite a participant". 4. Enter the number of the party you would like to invite. Then click on "Add", a call will be sent to this number to join into the conference From Phone 1. Make sure option "Enable User Invite" is turned on for the conference bridge first. 2. Enter 0 or 1 during the conference call. 3. Follow the voice prompt to input the number of the party you would like to invite. A call will be sent to this number to join it into the conference. Be able to invite other parties to join via web UI or from phone. Test and understand difference between using 0 or 1.

68 UC Features Conference Conference Schedule 1. Enable Google Calendar setting under Google Service Support to synchronize Conference Scheduling with Google Calendar for authorized Google account. 2. Go to Web UI Call Features Conference Conference Schedule. 3. Click on Create New Conference Schedule to reserve a conference room. 4. Configure conference schedule including extensions, kick time 5. Save and Apply changes. Once the conference room is scheduled, at the kick time, all user will be removed from the conference room and no other extension is allowed to join the conference room at that time. At the conference time, UCM will send INVITE to the extensions that have been selected. Please note for remote extensions, user needs to make sure that outbound rule is properly configured to reach them. Please note that once kick time is reached, Conference schedule is locked and can t be modified.

69 UC Features IVR 1. Go to Call Features IVR and click on Create New IVR. 2. Click on Create New Conference Schedule to reserve a conference room. 3. Define a name for this IVR. 4. Set the following: Dial Trunk: To allow IVR to use trunk. Permission: Outbound calls permission level if Dial Trunk is enabled. Dial Other Extensions: To allow callers to dial extension number when reaching IVR. 5. Under Key Pressing Events tab, set a destination for each digit. Extension Voic Conference Rooms Voic Group IVR Ring Group Queues Page Group Fax Custom Prompt Hang-up DISA Dial By Name External Number Callback Call IVR number and test key pressing. Configured keys should redirect the call to configured destination.

70 UC Features Voic Voic Settings Voic Groups 1. Go to Call Features Voic . 2. Set the following depending on your needs: Max greeting Dial 0 For Operator Max Messages Per Folder Max Message Time Min Effective Message Time Announce Message Caller-ID Announce Message Duration Play Envelope Play From Last Allow user Review. 1. Under Voic Groups tab, click on Create New Voic Group. 2. Set the following: Name: VM group name. Voic Password. Address: to receive VM notification. Extensions mailboxes members of this group.

71 UC Features Ring Group 1. Access UCM web GUI Call Features Ring Groups. 2. Click on Add to create a new ring group. 3. Specify the ring group name and extension number. RING GROUP 4. Select available extensions to be members of this group (at least 1 extension needs to be selected). 5. Configure the ring group strategy under Ring Strategy ( Ring in Order or Ring Simultaneously ). 6. Press Save button and apply the new changes. Call ring group number and check which phones are ringing using different strategies (step 5). You need a third phone for this Lab, you may want to work with a team mate.

72 UC Features Paging/Intercom Group 1. Access UCM web GUI Call Features Paging/Intercom. 2. Click on Add to create a Paging/Intercom group. 3. Specify the group name and extension. Paging/Intercom Group 4. Select type 2-way Intercom or 1-way paging. 5. Select available extensions to be members of this group (at least 1 extension need to be selected). 6. Press Save button and apply the new changes. Call Paging/Intercom Group extension. The phones will not auto-answer. Access phones and enable Auto-answer by Call- Info. Run another test and check the results.

73 UC Features Call Queue Create new Call Queue 1. Access the UCM web GUI under Call Features Call Queue. 2. Click on Add to create a new call queue. 3. Specify the call queue extension number under Extension field. 4. Define a name for this call queue. 5. Configure the call queue strategy under Strategy. 6. Go to Agents tab to select available static agents to receive calls. 7. Press Save button and apply the new changes. Dial call queue number and check which phones are ringing using different strategies (step 5). You need a third phone for this Lab, you may want to work with a team mate.

74 UC Features Call Queue Agents Management I. Static Agents 1. Access the web GUI menu Call Features Call Queue Edit Queue. 2. Click on Agents tab. 3. Select the static members (agents) of the queue. II. Dynamic Agents 1. Access the web GUI menu Call Features Call Queue Dynamic Agent Login Settings. 2. Set the login/logout extension postfix (Ex: * for login and ** for logout). 3. Save and Apply. Add and remove agents (static/dynamic) from the queue and check results when calling into the queue.

75 UC Features Call Queue Virtual Queue & Position Announcement 1. Access the UCM web GUI under Call Features Call Queue. 2. Edit the call queue and go to Advanced Settings. 3. Check Enable Virtual Queue and leave the mode set to be offered to the caller. 4. Set the Virtual Queue period (ex: 30s). 5. Set Virtual Queue Outbound prefix that will be used for outbound rule matching. 6. Enable Position Announcement. 7. Set the position announce period (ex: 30s). 8. Save and apply. Call into the queue while all agents are busy. Make sure Position Announcement is played and UCM offers Virtual Queue, follow instructions and request callback.

76 UC Features Call Barge UCM supports call-barging privilege settings based on extensions. Only the extensions added in the Allowed to call-barging list can barge in active calls. For example, in extension 1001 s setting, select 1003 and 1004 from Available Extensions to Selected Extensions on the right. When 1001 is in active call, only extension 1003 and 1004 can barge in using feature code. Test all Call Barge modes and understand difference between each mode. You may want to call a Conference room to test Call Barge.

77 UC Features Pickup Groups 1. Access UCM web GUI Call Features Pickup Groups. 2. Click on Add to create a new pickup group Specify the pickup group name. 4. Select available extensions to be members of this pickup group (at least 2 extensions need to be selected). PICKUP GROUP 3 5. Press Save button and apply the new changes. 2 Dial*8 While an extension within the group is ringing. Dial *8 from another extension in the same group to pickup the call.

78 UC Features Dial By Name 1. Access Web GUI Call Features Dial By Name. 2. Press Add button and enter a Name. 3. Add ext. from Available Extensions to Selected Extensions. 1. Client calls into the company number to speak to sales representative Jane Doe 2. UCM6202 Dial By Name IVR prompt: Please enter the first 3 digits of the first name to search the directory PSTN Netwo rk PSTN Trunk Company PBX: UCM Configure Prompt Wait Time for Dial By Name feature. The timeout range is between 3 and 60 seconds. 5. Select the Query Type ( By Last Name + First Name or By First Name + Last Name ). 6. Select the Type ( By Order or By Menu ). 7. Save and Apply the settings. 3. Client enters 5 (J) 2 (A) 6 (N) 4. UCM6202 confirms the name to be dialed. 5. Client confirms and is routed to Jane Doe. UCM6202 extensions registered on employees phones

79 UC Features Speed Dial 1. Access Web GUI Call Features Speed Dial. 2. Press Add button 3. Choose Speed Dial Extension (1 or 2 digits). 4. Select a dial destination from Default Destination. 5. Save settings. 6. Repeat above steps for each new speed dial. 7. Apply changes. Call each configured speed dial and make sure the call is forwarded to configured destination.

80 UC Features DISA 1. Access UCM web UI Call Features DISA. 2. Press Add to create a new DISA service. 3. Specify a name for this DISA. 4. Define a Password. (Only digits, at least 4 characters). 5. Define Permission level (used when dialing out via trunks). Firstly, dial the DID number of the UCM from your cell phone. UCM configured to reach DISA from IVR or using inbound route directly Enjoy! Dial your destination number when dial tone played. Configure DISA as key event on IVR, call IVR and reach DISA. Dial external number and check if the call is working. Enter DISA password

81 UC Features Callback 1. Access UCM web UI Call Features Callback. 2. Press Create New Callback. 3. Specify a name for this callback service. 4. Define CallerID Pattern to restricted allowed users with matching numbers. (Only digits and commas are allowed). 5. Specify Outbound Prepend (if any). 6. Specify Delay before Callback. (Number of seconds before UCM calls back). 7. Specify Destination (DISA or IVR). Note: DISA or IVR must be previously configured. 8. Save and Apply. Firstly, dial the PSTN number of the UCM from your cell phone. Hang up when you hear the ringback tone. A few seconds later, UCM calls back and your cell phone rings. An economic solution for reducing the cost while enjoying the mobility. Pick up the call. The call will then be immediately directed to DISA or IVR in the UCM. Enjoy! Dial your destination number. Specify Callback as default destination for incoming calls from a trunk, call from specified number defined in step 4. UCM will offer IVR or DISA (step 7). Call external number.

82 UC Features Eventlist 1. Access UCM web UI Call Features Eventlist. 2. Press Create New Eventlist. 3. Define URI field (for example: BLF_LIST_SAMPLE). 4. Select extensions on Local Extensions and/or Remote Extensions and/or Special Extensions to be monitored in the Eventlist. 5. Go to GXP web UI Account# SIP Settings Advanced Features, set Eventlist BLF URI to configured URI on the UCM. 6. If setting Auto Provision Eventlist BLFs to Enable, the phone will automatically assign BLF extensions on available MPKs/VPKs. If set to Disable, manually configure MPKs/VPKs with BLF extensions, make sure to set Mode to Eventlist BLF.

83 UC Features Wakeup Service I. Using Admin Login 1. Access UCM web UI Value-added Features Wakeup Service. 2. Press Create New Wakeup service. 3. Enable Wakeup service and define a name, prompt, date/time and members. 1. Make sure Wakeup Service is enable from web UI Call Features Feature Codes. 2. Dial *36 which is the feature code by default to access to the UCM wakeup service to add, update, activate or deactivate UCM wakeup service. 4. Save and Apply changes. II. Using User Portal 1. Login to User Portal Value-added Features Wake Service. 2. Press Create New Wakeup service. 3. Enable Wakeup service and define a name, prompt, date/time. 4. Save and Apply changes. III. Using Feature Code

84 UC Features Announcement Center 1. Access UCM web UI Value-added Features Announcements Center. 2. Press Create New Group and give it a name. 3. Create a group Number which used with code to send voice message (example: 666). 4. Select the extensions to be included in the group, who will receive the voice message. 7. Select the message that will be used by the code from the Custom Prompt drop down menu. To create a new Prompt, please click Prompt link and follow the instructions in that page. 8. From a phone, dial and group members will ring and selected voice message will played once answered. 5. Press Create New Announcement Center and give it a name. 6. Specify Code to be used with group number to send voice message to (example: 55). Group 666 Group 777

85 UC Features Fax Server Receiving Fax using Fax Machine 1. Connect Fax machine to the UCM6200 FXS port. 2. Connect PSTN line to the UCM6200 FXO port. 3. Go to Web GUI Extension/Trunk page. 4. Create or edit the analog trunk for Fax (Fax Mode should be set to None ). 5. Go to UCM6200 Web GUI Extension/Trunk Extensions page. 6. Create or edit the extension for FXS port. (Fax Mode should be set to Fax Gateway ). 7. Configure Inbound routes to route incoming fax to created FXS extension.

86 UC Features Fax Server Fax-to- 1. Connect PSTN line to the UCM6200 FXO port. 2. Go to UCM6xxx Web GUI Call Features Fax/T.38 page. Create a new Fax extension. Specify address. 3. Go to UCM6xxx Web GUI Extension/Trunk Analog Trunks page. Create a new analog trunk. (Fax Detection should be set to "None". 4. Configure Inbound routes to route incoming fax to created vfax extension.

87 UC Features Fax Server Fax Sending 1. Go to UCM6xxx Web GUI Web GUI Value-added Features Fax Sending page. (via admin or user portal). 2. Specify External Fax Number. 3. Upload PDF file. 4. Press Send button.

88 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT LAB 5: UC FEATURES LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

89 GS Apps GS Affinity After installing GS Affinity CTI application on the computer, users need to enable CTI feature on GXP phones to allow interaction between them. To enable CTI application on the supported phone series, follow below steps: 1. Access GXP21xx web GUI as administrator. 2. Navigate to Network Affinity Settings. 3. Enable Affinity Support by checking Enabled. 4. Select affinity target SIP account under Preferred Account field (Account 1, Account 2 ). 5. Press Save and Apply button. 6. Reboot the GXP phone to allow the interaction with GS Affinity application.

90 GS Apps GS Affinity - Simple Connection The simple connection mode is the default mode after launching GS Affinity. Users need to enter the host extension number to interact with. 1. Launch the GS Affinity application. 2. Enter the host s extension registered and press Connect button. 3. The host phone will display a 4-digit confirmation code (CTI Authentication Code) on its LCD. 4. Enter the CTI authentication code on the GS Affinity application and press OK button to establish the connection between GS Affinity application and the phone. Make/Receive calls using GS Affinity.

91 GS Apps GS Affinity - Discovery Mode The discovery method on the Grandstream Affinity application allows to discover available GXP phones with CTI functionality enabled and broadcasting their IP addresses using mdns. 1. Launch the GS Affinity application. 2. Click on Advanced button, to access advanced options. 3. Press Discover button to list available GXP phones with CTI feature enabled. 4. Select desired phone and press Connect button. Make/Receive calls using GS Affinity.

92 GS Apps GS Wave 1. Access UCM6XXX web GUI Extension / Trunk Extensions. 2. Select the Extension and click on button. 3. Press OK in Prompt information pop-up window. 4. Open GS-Wave softphone application installed on Android or ios mobile phones. 5. Access to Settings Add New Account UCM Account (Scan QR Code). 6. Using integrated QR Code reader tool, scan Public IP Address QR Code to get extension credentials. Make/Receive calls using GS Wave.

93 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT LAB 5: UC FEATURES LAB 6: GS APPS LAB 7: MAINTENANCE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

94 Maintenance Upgrade Network Upgrade 1. Go to Web GUI Maintenance Upgrade. 2. Set Upgrade Via mode (HTTP, HTTPS or TFTP). If using Grandstream Firmware Server, set it to HTTP. 3. Set Firmware Server Path to IP/FQDN of server hosting firmware file. If using Grandstream Firmware Server, set to firmware.grandstream.com. 4. Click on Save. Then reboot the device to start the upgrading process. Please be patient during the upgrading process. Once done, a reboot message will be displayed in the LCD. Manually reboot the UCM when prompted. After it boots up, log in the web GUI to check the firmware version. Successfully upgrade the UCM.

95 Maintenance Upgrade Local Upgrade 1. Download the latest UCM firmware file from link: 2. Go under Web GUI Maintenance Upgrade. 3. Upload the firmware file by clicking on choose file to upload and select the firmware file from your PC. The default firmware name is ucm6100fw.bin, ucm6200fw.bin or ucm6510fw.bin for UCM6100, 6200, 6510 respectively. 4. Wait until the upgrading process is successful and a window will be popped up in the web GUI. 5. Click OK to reboot the UCM6xxx and check the firmware version after it boots up. Successfully upgrade the UCM.

96 Maintenance Backup/Restore Manual Backup 1. Go to Web GUI Maintenance Backup Backup/Restore. 2. Click on Create New Backup to create a new backup file. 3. Choose the type of files to be included in the backup 4. Choose where to store the backup file: USB disk, SD Card or Local. 5. Name the backup file. 6. Click on Backup to start backup. Take a backup and save it on your computer.

97 Maintenance Backup/Restore Automatic Regular Backup 1. Go to Web GUI Maintenance Backup Backup/Restore. 2. Click on Regular Backup File and enable it. 3. Choose the type of files to be included in the backup. 4. Choose where to store the backup file: USB disk, SD Card or SFTP server (specify credentials). 5. Set Backup Time from 0 to Save and apply changes.

98 Maintenance Backup/Restore Data Sync 1. Go to Web GUI Maintenance Backup Data Sync. 2. Check Enable Data Sync. 3. Choose the type of files to be included in the data sync (CDR records, Recording Files, Voice Mail, Fax). 4. Specify SFTP server address, location and credentials. 5. Set Sync Time from 0 to Save and apply changes.

99 Maintenance Backup/Restore Restore 1. Go to Web GUI Maintenance Backup Backup/Restore. 2. The list of backups will be displayed with date and time in the web page 3. Select the backup file to restore and press Restore button. Successfully Restore saved backup.

100 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT LAB 5: UC FEATURES LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

101 Security Extension Strong/Random Password 1. Access the UCM web UI and navigate under PBX Settings General Settings to make sure that the option Enable Random Password is enabled 2. Access the UCM web UI and navigate under PBX Settings General Settings to make sure that the option Enable Strong Password is enabled

102 Security Extension Strategy 1. Access the UCM web UI Extension/Trunk Extension and edit and extension. 2. Under Media tab, set Strategy to: Local Subnet Only : allows register requests from local IPs only. By default the local subnet where the UCM is location is allowed. User could also add more local subnets where devices are allowed to register to this extension. A Specific IP Address : allows register requests from one user specified IP only. Allow All : the registration address is the entire Internet which is least recommended.

103 Security Dialing Permission 1. Access the UCM web UI Extension/Trunk Extension and edit and extension. 2. Under Basic Settings tab, set Permission to Internal, Local, National or International (from lowest level to highest). Only extensions with same level or higher will be allowed to make external calls (after matching outbound route pattern and privilege level).

104 Labs Agenda LAB 1: INSTALLATION & DEPLOYMENT LAB 2: ADMINISTRATION LAB 3: ADVANCED DEPLOYMENT PRODUCT LAB 4: CALL PRESENTATION MANAGEMENT LAB 5: UC FEATURES LAB 6: GS APPS LAB 7: MAINTENACE LAB 8: SECURITY LAB 9: TROUBLESHOOTING

105 Troubleshooting Operation Log Go to Web GUI Maintenance Operation Log and click on Filter. Here you can find all operations made by any user (superadmin/admin/consumer). You can filter your search by start time, end time, IP address and user name. You can find more details of the operation by clicking on the Info icon under the Specific Operation column. Login to your UCM with different user privileges. Perform some major edits and see If the operations are logged in this menu.

106 Troubleshooting System Events Go to Web GUI Maintenance System Events and click Alert Events List Events enabled (see Alert on/off) will be shown at the Alert Log page. If you turn On the Notification, the events will be sent to the preconfigured s at the Alert Contact menu. See Delivery Method, option of Real-time Delivery will send s right away. And Periodic Delivery will send s accumulated after the configured cycle (minutes/hours/days) Turn on the Alert and Notification of some of the Events. Try reproducing the Event and see If the Alert Log shows the event and check your inbox for a notification.

107 GCP UC Solution Certification Καλή επιτυχία!

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