SMS messages - How to configure 2SMS and SMS2 features?

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1 SMS messages - How to configure 2SMS and SMS2 features? In this FAQ you will see how to configure 2SMS and SMS2 feature on 2N VoiceBlue Next gateway. First of all you can read a brief introduction how do these features work and after that there are several important steps which have to be met for proper settings of this feature: Set the GSM gateway to send/receive SMS via SMTP/POP3 Define the routing rules for incoming and outgoing SMS messages Check the GSM gateway SMS database s filling capacity Set client s (MS Outlook) for sending and receiving s Introduction and requirements Note: As a very first step please make sure that the license for 2SMS feature is uploaded into your 2N Voic eblue Next gateway. This license is sold as a package for 10 users (you can buy licence for 10, 20, 30, etc. users) and you can have up to 200 licensed users in the gateway. If you want to verify that you have uploaded the correct license in your gateway, go section "Management -> License key". You should seea license called SMSUx i n the "Active" row where x stands for the number of licensed users (see the picture below). If there will not be a license for 2SMS (SMSU) then you will not see tab "Messaging" on the top bar! 2N VoiceBlue Next can be configured to resend messages from the PC to any address (GSM numbers) in the form @domain.com. The subject and the body of the will be sent as one or more SMS messages to the mobile number e.g showing the 2N VoiceBlue Next user as sender. On the other hand, if the user sends a SMS message from his mobile phone to the SIM inserted in 2N VoiceBlue Next gateway, the SMS will be sent to the user account associated with the gateway. Page 1

2 The figure below shows sending/receiving SMS via SMTP/POP3. If the users create user accounts in the gateway, they can access the accounts via the client and send SMS messages to the gateway via SMTP. The gateway receives the messages and resends them to the GSM users (mobile phones) according to the predefined routing rules. A message coming to 2N VoiceBlue Next from GSM is routed according to the incoming SMS rules and delivered to the user s account via POP3. Configuration steps Modules grouping In the first step go to section "Messaging > Modules grouping" and enable SMS server check the appropriate check-box. Next add GSM modules to SMS groups in order to facilitate incoming/outgoing SMS routing. It can be done based on your requirements e.g. according to the GSM provider, etc. The last step in this section is to assign SMS groups created in the previous step to the User groups if you want to use messaging with different routing rules (e.g. to different company departments). The GSM gateway can contain up to 4 User groups and up to 4 SMS groups. Note: in this section you can also enable AutoClip routing for SMS. Set the maximum time for which the automatic SMS routing record (response) will be saved in the AutoCLIP table. It means that once you send an to some specific GSM number ( @domain.com) and after some time the mobile user responds to this message and sends a SMS message to SIM card inserted in the GSM module from which the was previously sent, then this message will be automatically resent directly to the user who sent an . In the example below GSM modules 0 and 1 were added to SMS group 0 and only users from User group 1 can use these modules (for incoming and outgoing SMS routing). Page 2

3 Add User As a next step you need to skip to the section "Messaging > Users", click on the "Add" button and create new SMS user(s) who will send and receive SMS messages. There are several parameters in this section which have to be set. You need to select the communication protocol for SMS processing (SMTP/POP3 ) and assign the user to User group. Also do not forget to define the Login name (without domain) and Password to log into the SMS server via your e mail client. You can see all parameters from this section in the picture below where was created user "Test Account" with the login "Test" and password "test123". Once you fill in all parameters, click on the "OK " button. The user will be added and after that you have to make one more click to the "Save settings" button in the bottom right corner of the page (blue circle label in the picture). Page 3

4 General settings Set the parameters of domain in the "Messaging > User Group > General settings" sub-menu. The domain is automatically assigned to the user s login in the selected User group and it represents the user s e mail address. In this section you can also define some parameters for POP3 and SMTP such as subject of , maximum SMS per , next you can add From field as well as Subject to SMS (see the picture below). In our example (in the previous step) a new user was created with login name "Test". In this section we will set domain as: gateway.com. Then the address of the user with rights to access the SMS server will be Test@gateway.com. character is completed automatically and it is not included in the domain s field. Page 4

5 Incoming SMS routing Now specify the routing rules for incoming SMS messages this is done in the "Messaging > User Group > Inco ming SMS routing" menu where you click on the "Add" button. There are several parameters which can be set or modified (see the picture below). Three most important ones are: Message from SMS group select the SMS group that receives SMS messages Action type specify how incoming messages will be processed. You can set Autoclip routing (the incoming SMS will be routed according to the AutoCLIP table records), Deliver to user (the SMS will be delivered to the selected user) or Drop message (the SMS will be dropped). Deliver to user this field is used only if you selected Deliver to user in the previous step. Here is defined the user who receives a SMS. Note: The rules are applied for incoming SMS sequentially, starting from the first rule. If all the set rules are met in a row, the SMS is routed according to the row. 1. SMS routed directly to one user s account In the picture below you can see that each message which is received on GSM modules assigned to SMS group 0 (in our case these are GSM modules 0 and 1 set in the 1st step) are routed directly to user "Test Account". It means that once you send SMS to SIM cards inserted in GSM modules 0 or 1, this SMS will be converted to and sent to account Test@gateway.com. You can also specify the time and day when this routing rule is active. Once you finish the configuration click on the "OK" button and after that on the "Save settings" button. Page 5

6 2. SMS routed based on the AutoCLIP routing table Sometimes it is not desirable to send all received SMS messages to one user but you can require to send SMS messages based on the AutoCLIP routing table records. Only if there is no record in this table for the incoming message then you can forward the message to one specific user. The setting is shown below firstly 2N VoiceBlue Next tries to deliver SMS message based on the AutoCLIP routing and if there is no record for incoming GSM number then the SMS message is sent to Receptionist s account. Page 6

7 Page 7

8 Outgoing SMS routing As a last step you need to specify routing rules for outgoing SMS it is done in the "Messaging > User Group > Outgoing SMS routing" menu where you click on the "Add" button. In this section you will specify mainly these parameters: Message to SMS group the SMS group via which the outgoing SMS will be routed Action type define how to process outgoing SMS. You can choose from two options: Submit from user (S MS can be sent only from selected users) or Submit from all users (enable sending SMS from all the SMS group users). Submit from user choose a user who can send SMS (this is used only if "Submit from user" was selected) Note: do not forget to enable the SMS server as shown in the first step (there is a check-box)! In the picture below there is shown settings for User Group 1. Messages ( s) from all users in this User group are routed via SMS group 1. It means that these s will be transferred to SMS and sent only via GSM modules assigned to SMS group 1. It is GSM module 2 in our example (as you can see in the picture from step 1). How to create an account in Outlook First of all create a new account and specify username, address and IP address of SMTP server (it is IP address of the gateway). After that click on the "Next settings" button (step 5 in the picture below). New pop-up window will appear in front of you. In "General" tab (step 6) you will fill account and in "Outgoing server" tab (step 7) you will fill in account and password (credentials which was set during 2N Voice Blue Next configuration in "User > General settings" menu). Page 8

9 More product information: 2N VoiceBlue Next (Official Website 2N) Page 9

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