IPitomy IP1100+ Administrator Guide

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IPitomy IP PBX Administrator Guide
Version v4.0.1
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IPitomy IP PBX Admin Guide
All materials in this documentation are proprietary and considered confidential to IPitomy Communications, LLC and may not be disclosed without the express written permission of Ipitomy Communications, LLC. © 2010 Ipitomy Communications, LLC – All rights reserved.
Phone: 941.306.2200 Email: info@ipitomy.com
www.ipitomy.com
Corporate Offices: 1940 Northgate Blvd. Suite B-1 Sarasota, FL 34234
Release History
Date Software Version,
Document Release #
June 01, 2010 Draft – Rev. 1 New release of documentation to include
product upgrade Version v3.1-2458.
June 11, 2010 Draft – Rev 2 Incorporated new features and still updating to
match current version v3.1.2458.
June 25, 2010 Draft – Final Version Draft submitted for technical review.
June 28, 2010 Draft – Final Version Updated document to include information for
ACD table. Update document for general formatting and
style consistency.
July 2, 2010 Draft – Final Version Updated to include new fields for CID,
Cascading Messages from 3.1.2595 release notes.
September 23, 2010 3.1-2598 Fully updated to reflect the PBX up to v3.1-
2598
Oct 4, 1020 3.2.2 Updated manual to reflect v3.2.2
February 9, 2011 4.0.1 Updated manual to reflect v4.0.1, v3.4.1 and
v3.4.2
Description
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IPitomy IP PBX Admin Guide
TABLE OF CONTENT
INTRODUCTION.................................................................................................................................... 1
About the IPitomy IP PBX ........................................................................................................................................1
Benefits of VoIP Technology...................................................................................................................................1
IPitomy IP PBX Features ..........................................................................................................................................1
Extensions .......................................................................................................................................................................................... 3
Groups ................................................................................................................................................................................................3
Menus (Automated Attendant)........................................................................................................................................................... 3
DTMF Menu Administration ...............................................................................................................................................................3
Advanced Routing Functions ............................................................................................................................................................ 3
Voicemail and Unified Messaging ..................................................................................................................................................... 3
Directory .............................................................................................................................................................................................3
Direct Inward Dialing (DID) Numbers ................................................................................................................................................3
Conferencing (Meet Me) .....................................................................................................................................................................3
FollowMe.............................................................................................................................................................................................4
Forwarding Gateway .......................................................................................................................................................................... 4
Cascading Message Notification.......................................................................................................................................................4
Voicemail Gateway ............................................................................................................................................................................. 4
Branch Offices.................................................................................................................................................................................... 4
GETTING STARTED ............................................................................................................................. 5
Boot Up – Safe Power Down....................................................................................................................................5
Connecting the System ............................................................................................................................................6
Hardware Setup ......................................................................................................................................................6
Connecting the Phone Lines ...................................................................................................................................6
INTERNAL ANALOG LINE CARDS ................................................................................................................................... 6
Digium 2404B 16 and 2406B 24 Analog Line Cards (16 or 24 PSTN line connections) ............................................... 7
INTERNAL DIGITAL T1 CARDS ............................................................................................................................7
Digium TE122P T1 Card (a single T1/E1/J1 connection) ................................................................................................ 7
Digium TE205P T1 Card (a dual T1/E1/J1 connection) ................................................................................................... 7
Connecting Using an External Gateway .................................................................................................................7
Connecting to a LAN ...............................................................................................................................................8
Connecting Using SIP Providers.............................................................................................................................8
Connecting Telephones ..........................................................................................................................................9
DATA AND NETWORK CONFIGURATION ........................................................................................ 10
Setup Worksheet ....................................................................................................................................................10
CSV Upload ..........................................................................................................................................................12
Network Requirements...........................................................................................................................................13
Port Forwarding ......................................................................................................................................................14
IP Addresses ...........................................................................................................................................................15
Changing the IP Address ......................................................................................................................................15
Service Providers ...................................................................................................................................................16
SYSTEM ADMINISTRATION............................................................................................................... 17
Administration Menu ..............................................................................................................................................17
IP PBX Administration Options.............................................................................................................................17
Administration Page Layout ..................................................................................................................................18
Navigational Tools.................................................................................................................................................19
Login Page ............................................................................................................................................................20
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Logging In .........................................................................................................................................................................20
Logging Out ......................................................................................................................................................................20
SYSTEM NETWORKING..................................................................................................................... 21
TCP/IP Settings Section .........................................................................................................................................22
Edit TCP/IP Default Settings.................................................................................................................................22
Access Control (PBX Access)...............................................................................................................................22
Host Access ..........................................................................................................................................................22
Web Server Configuration .....................................................................................................................................23
Add New Permission.............................................................................................................................................25
Load Factory Default.............................................................................................................................................25
Access Control List ................................................................................................................................................27
Load Recommended Default ................................................................................................................................29
Add New Service ..................................................................................................................................................29
Add New Rule .......................................................................................................................................................31
Delete Rules or Services ......................................................................................................................................31
PROVIDERS........................................................................................................................................ 31
Hardware Trunks ....................................................................................................................................................31
Connection Types ..................................................................................................................................................31
Provisioning a New Hardware Trunk Group ........................................................................................................32
Configuring Hardware Trunks......................................................................................................................................................... 34
Add Phone Numbers to Hardware Provider ...................................................................................................................38
Remove Phone Numbers from Hardware Provider .......................................................................................................39
Provisioning SIP Providers ...................................................................................................................................39
Add New SIP Provider ..........................................................................................................................................44
Add Phone Numbers ........................................................................................................................................................45
Remove Phone Numbers .................................................................................................................................................45
Set Destination .................................................................................................................................................................46
Delete SIP Provider ..............................................................................................................................................46
DESTINATIONS .................................................................................................................................. 47
Extensions...............................................................................................................................................................48
Add/Import Tab .....................................................................................................................................................48
Add/Create Extensions ....................................................................................................................................................50
Search Tab ...........................................................................................................................................................51
Search Extension .............................................................................................................................................................51
View Tab (Extensions) ..........................................................................................................................................52
Edit or View Extension .....................................................................................................................................................52
Mass Edit PBX Extension Settings .................................................................................................................................52
Mass Edit Phone Key Settings ........................................................................................................................................53
Delete Extension...............................................................................................................................................................54
Delete Multiple Extension ................................................................................................................................................54
Extensions - General Settings Section .................................................................................................................55
Extensions - Forward Settings Section.................................................................................................................57
Enable/Disable Forward Settings....................................................................................................................................58
Change Unconditional Forwarding via Keypad .............................................................................................................58
Change Unconditional Forwarding via PC .....................................................................................................................59
Change Forwarding Number While Away from an Extension ......................................................................................59
Extensions - Advanced Settings ...........................................................................................................................60
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Extensions - Network Settings Section.......................................................................................................................... 60
Edit Extensions - Network Settings................................................................................................................................................. 62
Extensions - Voicemail Settings Section ....................................................................................................................... 63
Edit Voicemail Settings....................................................................................................................................................................65
Extensions - Allow CODECs Section ............................................................................................................................. 66
Edit CODEC Settings........................................................................................................................................................................ 66
Extensions Calling Permissions Section....................................................................................................................... 67
Add/Edit Calling Permissions..........................................................................................................................................................68
Extensions - Follow-Me Section ..................................................................................................................................... 69
Add/Edit Follow Me Settings............................................................................................................................................................ 70
Provisioning - Auto-Discovery Tab........................................................................................................................71
Start Auto-Discovery Scan.............................................................................................................................................. 71
List of Devices & Extensions .......................................................................................................................................... 72
Device Information........................................................................................................................................................... 73
Edit Selected Tab ............................................................................................................................................................. 74
Create, Assign and Configure Phone.............................................................................................................................................. 74
View Settings Tab ............................................................................................................................................................ 75
Advanced Filter Settings..................................................................................................................................................................76
Advanced Scan Settings.................................................................................................................................................................. 77
Commands Tab ................................................................................................................................................................ 78
Factory Default Phone......................................................................................................................................................................79
Troubleshooting Network Scanning Problems............................................................................................................................... 79
Auto Provisioning Phone Settings from Actual Device ................................................................................................................. 80
Edit Phone Settings...............................................................................................................................................80
View Phone Settings........................................................................................................................................................ 80
Edit Phone Settings ......................................................................................................................................................... 81
Edit Advance Phone Settings ...............................................................................................................................83
Edit Advance Phone Settings – Aastra Phones ............................................................................................................ 86
Groups .....................................................................................................................................................................88
Ring Group Examples ...........................................................................................................................................89
Example Ring Group 1 – Departmental Grouping......................................................................................................... 89
Example Ring Group 2 – Regional Sales Grouping ...................................................................................................... 89
Add/Edit New Ring Group ............................................................................................................................................... 90
Ring Group Advanced Settings ...................................................................................................................................... 94
Edit Advanced Ring Group Settings .............................................................................................................................. 95
Edit Custom Caller ID Settings ....................................................................................................................................... 95
Edit Members/Agents ...................................................................................................................................................... 96
Add Agents/Members to the Group................................................................................................................................ 97
Delete Agents/Members from the Group ....................................................................................................................... 97
Automatic Call Distribution (ACD).........................................................................................................................98
Edit Automatic Call Distribution (ACD) Settings ......................................................................................................... 100
Add Automatic Call Distribution (ACD) Agents........................................................................................................... 101
Edit Automatic Call Distribution (ACD) Agent ............................................................................................................. 102
Delete Automatic Call Distribution (ACD) Agent ......................................................................................................... 102
Multicast Paging Group .......................................................................................................................................103
Add Multicast Paging Group......................................................................................................................................... 104
Edit Multicast Paging Group ......................................................................................................................................... 105
Delete Multicast Paging Group ..................................................................................................................................... 105
Live Queue Data .................................................................................................................................................106
Live Queue Data – Wallboard.............................................................................................................................107
Activate Live Call Queue Wallboard ............................................................................................................................. 107
Menus.....................................................................................................................................................................109
Edit Menu ............................................................................................................................................................110
Add Menu Settings ........................................................................................................................................................ 111
Edit Menu Settings......................................................................................................................................................... 112
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Delete Menu Settings .....................................................................................................................................................112
Advanced Menu Settings ...............................................................................................................................................113
Conferences ..........................................................................................................................................................115
Add/Edit Conference ......................................................................................................................................................116
Conference Feature Codes.................................................................................................................................117
Voicemail ...............................................................................................................................................................118
Add Voicemail Settings ................................................................................................................................................................. 120
Edit Voicemail Settings.................................................................................................................................................................. 121
Clear Voicemail Messages ............................................................................................................................................................ 121
Delete Voicemail Box..................................................................................................................................................................... 121
Broadcast Message – Add............................................................................................................................................................. 122
Broadcast Message – Remove...................................................................................................................................................... 122
Cascading Message Notification...................................................................................................................................122
Set Cascading Messages .............................................................................................................................................................. 123
Setting Cascading Interval ............................................................................................................................................................ 123
Configure Contact Numbers for Cascading Message Notification............................................................................................. 124
Schedules..............................................................................................................................................................126
Add Schedule......................................................................................................................................................127
Add Holiday to Schedule ...............................................................................................................................................127
Remove Holiday from Schedule....................................................................................................................................128
Edit Schedule ......................................................................................................................................................128
Delete Schedule..................................................................................................................................................128
Branch Offices ......................................................................................................................................................129
Configuring Office 1 ............................................................................................................................................132
Configuring Office 2 ............................................................................................................................................133
Edit Branch Office ...............................................................................................................................................134
Delete Branch Office ...........................................................................................................................................134
Branch Extensions ..............................................................................................................................................134
Configuring Office 2 with Branch Extensions..............................................................................................................135
View Branch Office Extensions.....................................................................................................................................136
Call Routing...........................................................................................................................................................137
Incoming Call Routing .........................................................................................................................................137
Set Default Incoming Destination .................................................................................................................................138
Set Provider Trunk Incoming Destination ...................................................................................................................139
Enable/Disable Day/Night Mode ....................................................................................................................................139
Switch Day/Night Mode ..................................................................................................................................................139
Edit Hours .......................................................................................................................................................................140
Edit Incoming Caller DID................................................................................................................................................140
Outgoing Call Routing .........................................................................................................................................141
Add Outgoing Route ......................................................................................................................................................145
Edit Outgoing Route.......................................................................................................................................................145
Delete Outgoing Route...................................................................................................................................................146
Class of Service ..................................................................................................................................................147
Outgoing Call Routing .........................................................................................................................................148
Configure Block Calls Subroutes..................................................................................................................................148
Configure Least Cost Routing Subroutes ....................................................................................................................149
Configure Information (411/1411) Subroute .................................................................................................................150
PBX SETUP....................................................................................................................................... 151
General System Setup .........................................................................................................................................151
Admin Settings Section .......................................................................................................................................151
Edit Admin Settings .......................................................................................................................................................152
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General Settings Section ....................................................................................................................................152
Edit General PBX Settings ............................................................................................................................................ 153
Security Settings Section ....................................................................................................................................155
Log Watch/Ban Service ................................................................................................................................................. 155
Enable Log Watch/Ban Service .................................................................................................................................... 155
Set Log Watch/Ban Service Parameters ...................................................................................................................... 155
Configure Log Watch/Ban Service ............................................................................................................................... 156
Disable Log Set Security Setting .................................................................................................................................. 157
Time Settings Section .........................................................................................................................................157
Set Time Settings........................................................................................................................................................... 158
Outbound Transfers Numbers Section ...............................................................................................................159
Add Outbound Transfers............................................................................................................................................... 159
Delete Outbound Transfers........................................................................................................................................... 159
InGenius Connector ............................................................................................................................................160
Database Administration .....................................................................................................................................161
Create Backup Section .......................................................................................................................................161
Creating a Backup ......................................................................................................................................................... 161
Automatic Backups Section ................................................................................................................................162
Set Automatic Backup ................................................................................................................................................... 163
Upload Backup File Section ................................................................................................................................163
Upload Backup Files...................................................................................................................................................... 164
Backup Storage Section......................................................................................................................................164
Delete Backup File ......................................................................................................................................................... 165
Restore Backup File ...................................................................................................................................................... 165
Download Backup File................................................................................................................................................... 166
Voicemail Setup ....................................................................................................................................................166
General Settings Section ....................................................................................................................................166
Set General Voicemail Settings .................................................................................................................................... 167
Voicemail Menu Section......................................................................................................................................167
Set Voicemail Menu Options......................................................................................................................................... 168
E-mail Settings Section .......................................................................................................................................169
Set E-mail Settings ........................................................................................................................................................ 170
Test Settings Button ...................................................................................................................................................... 170
Voicemail Archive Section...................................................................................................................................171
Download Voicemail Archive Settings ......................................................................................................................... 171
Erase Voicemail Archive Settings ................................................................................................................................ 172
Upload Voicemail Archive Settings .............................................................................................................................. 172
View Voicemail Listing (Usage Space)......................................................................................................................... 172
SIP Setup ...............................................................................................................................................................173
SIP Networking Settings Section ........................................................................................................................173
Add SIP Networking Settings........................................................................................................................................ 174
Delete SIP Networking Settings.................................................................................................................................... 174
SIP Advanced Settings Section ..........................................................................................................................175
Edit Advanced SIP Networking Settings...................................................................................................................... 181
Prompts .................................................................................................................................................................181
Upload Voice Prompt Section .............................................................................................................................181
Upload Voice Prompt..................................................................................................................................................... 181
Record New Voice Prompt Section.....................................................................................................................182
Record New Voice Prompt ............................................................................................................................................ 182
Prompt Files on Server Section ..........................................................................................................................183
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Delete Prompt Files on Server.......................................................................................................................................183
Download Prompt Files on Server ................................................................................................................................183
Music on Hold .......................................................................................................................................................184
Systems Default Music on Hold Section.............................................................................................................184
Set Default Music on Hold Section ...............................................................................................................................184
Create a Playlist Section .....................................................................................................................................185
Add New Music on Hold.................................................................................................................................................185
Upload Music Files .........................................................................................................................................................186
Delete Music Files on Server .........................................................................................................................................186
Feature Codes.......................................................................................................................................................187
Speed Dialing Section.........................................................................................................................................187
Add Speed Dialing..........................................................................................................................................................187
Edit Speed Dialing ..........................................................................................................................................................188
Delete Speed Dialing ......................................................................................................................................................188
Import/Export Speed Dialing List (CSV) .......................................................................................................................188
Services .................................................................................................................................................................189
System Information Section ................................................................................................................................189
View System Information ...............................................................................................................................................190
License Information Section................................................................................................................................190
Upload License File........................................................................................................................................................191
Download License File ...................................................................................................................................................191
Assign Single User License...........................................................................................................................................192
Assign Multiple User Licenses......................................................................................................................................193
System Functions Section ..................................................................................................................................193
Restart PBX.....................................................................................................................................................................194
Reboot PBX.....................................................................................................................................................................194
Restart Services .............................................................................................................................................................194
Restart Call Manager......................................................................................................................................................195
Clear Diagnostics ...........................................................................................................................................................195
Load File System ................................................................................................................................................195
TFTP Files...........................................................................................................................................................196
Load TFTP File................................................................................................................................................................196
Download TFTP File .......................................................................................................................................................196
Delete TFTP File..............................................................................................................................................................196
Log File Settings .................................................................................................................................................197
Select Log File Settings .................................................................................................................................................197
Logging Level Section.........................................................................................................................................198
Select Logging Level......................................................................................................................................................198
Call Event Log Section........................................................................................................................................199
Set Call Event Logging ..................................................................................................................................................199
Automated Phone Firmware Updates.................................................................................................................200
Set Automated Firmware Update Parameters..............................................................................................................200
Check for New Firmware Now .......................................................................................................................................200
Scheduled Calling ...............................................................................................................................................201
Enabling Scheduled Calling ..........................................................................................................................................201
Adding a New Scheduled Call .......................................................................................................................................204
Edit a Scheduled Call .....................................................................................................................................................205
Edit a Scheduled Call .....................................................................................................................................................205
Test a Scheduled Call ....................................................................................................................................................205
REPORTING...................................................................................................................................... 205
Reports ..................................................................................................................................................................205
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View CDR Report – Smart Personal Console .............................................................................................................. 208
View CDR Report – PBX Administration ...................................................................................................................... 209
Export CDR Report ........................................................................................................................................................ 209
Queue Graphs .......................................................................................................................................................209
Run Queue Graph Report.............................................................................................................................................. 210
Overview Tab ..................................................................................................................................................................................211
Agents Tab...................................................................................................................................................................................... 212
Graph Tab ....................................................................................................................................................................................... 213
Logs Tab .........................................................................................................................................................................................213
Diagnostics............................................................................................................................................................214
View System Diagnostics ....................................................................................................................................214
Monitoring .............................................................................................................................................................215
APPENDICES.................................................................................................................................... 216
Appendix 1: Key Types and Codes.....................................................................................................................216
Appendix 2: IP Telephones..................................................................................................................................219
IPitomy 550 .........................................................................................................................................................219
IPitomy 55i ..........................................................................................................................................................219
IPitomy 53i ..........................................................................................................................................................219
IPitomy 53i IP Phone...........................................................................................................................................220
IPitomy 57i ..........................................................................................................................................................220
6739i....................................................................................................................................................................220
IP120 ...................................................................................................................................................................220
IP51i ....................................................................................................................................................................221
IPitomy 536M ......................................................................................................................................................221
IPitomy 560M ......................................................................................................................................................221
APPENDIX 3: SOFTPHONES ........................................................................................................... 222
CounterPath™ eyeBeam® 1.5 and X-Lite® 3.0....................................................................................................222
What is a Softphone? ..........................................................................................................................................222
X-Lite® 3.0 Free Softphone .................................................................................................................................222
eyeBeam® 1.5 (Pricing available at www.counterpath.com)...............................................................................222
Softphone Installation..........................................................................................................................................223
Forward Settings .................................................................................................................................................224
Provisioning Forward Settings ..................................................................................................................................... 224
Changing a Forwarding Number from an Extension .................................................................................................. 224
Changing a Forwarding Number from a PC................................................................................................................. 225
Changing a Forwarding Number While Away from an Extension ............................................................................. 225
Advanced Settings ..............................................................................................................................................225
Network Settings............................................................................................................................................................ 225
APPENDIX 4: IP ADDRESSES ......................................................................................................... 226
Determining Local Network Address (on a Microsoft
Determining an Available IP Address.................................................................................................................226

Windows

Machine) .................................................226
APPENDIX 5: DHCP SETTINGS ....................................................................................................... 227
Leasing Time for an IP Address..........................................................................................................................227
Determining/Viewing DHCP Settings on a Linksys Router ...............................................................................227
Tips for Understanding the IP Address List ........................................................................................................227
APPENDIX 6: ROUTER CONFIGURATION...................................................................................... 228
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APPENDIX 7: NETWORK CONSOLE............................................................................................... 228
Accessing the Network Console.........................................................................................................................228
Selecting Options ................................................................................................................................................228
Menus ....................................................................................................................................................................229
Menu Location ....................................................................................................................................................229
Using the “Live” System Settings ......................................................................................................................229
Database Settings...............................................................................................................................................229
Command Options ..............................................................................................................................................229
Refresh View [R] .............................................................................................................................................................229
Default Settings [D] ........................................................................................................................................................229
Save & Update [S]...........................................................................................................................................................229
Disable [Z] .......................................................................................................................................................................229
Network Type ......................................................................................................................................................230
DHCP ...............................................................................................................................................................................230
Acquiring a DHCP Lease ............................................................................................................................................................... 230
Renewing DHCP Lease.................................................................................................................................................................. 230
Other Menus .......................................................................................................................................................230
Web Server .........................................................................................................................................................230
Host Access ........................................................................................................................................................230
Fix Database .......................................................................................................................................................231
Tips for Using the IPitomy IP PBX Network Console .........................................................................................231
APPENDIX 8: SOFTWARE UPGRADE............................................................................................. 232
APPENDIX 9: TROUBLESHOOTING (FAQ)..................................................................................... 234
GLOSSARY....................................................................................................................................... 235
NOTES: ............................................................................................................................................. 241
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LIST OF FIGURES
Figure 1 – IPitomy IP PBX System............................................................................................................................ 2
Figure 2 – Hardware Setup Diagram......................................................................................................................... 6
Figure 3 – External Gateway Connection Diagram ................................................................................................... 8
Figure 4 – SIP Provider Connection Diagram ........................................................................................................... 8
Figure 5 – LAN Connection Diagram......................................................................................................................... 9
Figure 6 – IP120 and IP1500 Connector Ports.......................................................................................................... 9
Figure 7 – Sample Setup Worksheet....................................................................................................................... 10
Figure 8 – View of Upload Location Window........................................................................................................... 12
Figure 9 – Create Extension Results Page ............................................................................................................. 13
Figure 10 – Port Forwarding Configuration Table ................................................................................................... 14
Figure 11 – Typical Network Configuration Diagram............................................................................................... 16
Figure 12 – Administration Menu Options ............................................................................................................... 17
Figure 13 – Standard Page Layout and Features ..................................................................................................... 1
Figure 14 – View of Mouse Over Field Information ................................................................................................. 19
Figure 15 – IP PBX ADMIN Login Page .................................................................................................................. 20
Figure 16 – Networking Setup Page........................................................................................................................ 21
Figure 17 – PBX Host Access Page........................................................................................................................ 23
Figure 18 – Web Server Configuration Page........................................................................................................... 24
Figure 19 – Access Control List - Add New Rule Section ....................................................................................... 28
Figure 20 – Access Control List Page - Add New Service Section ......................................................................... 29
Figure 21 – Hardware Providers Trunk Setup Page ............................................................................................... 32
Figure 22 – Add/Edit Hardware Provider Configuration Page................................................................................. 35
Figure 23 – SIP Providers Configuration Main Page............................................................................................... 39
Figure 24 – Add/Edit SIP Provider Configuration Page 1........................................................................................ 40
Figure 25 – Add/Edit SIP Provider Configuration Page 2........................................................................................ 41
Figure 26 – IP PBX Data Components.................................................................................................................... 47
Figure 27 – Extensions Add/Import Page................................................................................................................ 49
Figure 28 – Create Extensions Page....................................................................................................................... 49
Figure 29 – Search Extension Page........................................................................................................................ 51
Figure 30 – Extensions View Page.......................................................................................................................... 52
Figure 31 - Extensions View Tab (Mass Edit Feature) ............................................................................................ 53
Figure 32 – Extensions General Settings Section ................................................................................................... 55
Figure 33 – Extensions Forward Settings Section .................................................................................................. 57
Figure 34 – Extensions Advanced Network Settings Page ..................................................................................... 60
Figure 35 – Extensions Voicemail Settings Section ................................................................................................ 63
Figure 36 – Extensions CODECS Settings Page .................................................................................................... 66
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Figure 37 – Extensions Calling Permissions Section ...............................................................................................67
Figure 38 – Extensions Advanced Settings Follow Me Setup Page ........................................................................69
Figure 39 – Extensions Auto-Discovery Tab ............................................................................................................71
Figure 40 – Auto-Discovery Device Color Legend ...................................................................................................72
Figure 41 – Auto- Discovery Device Values.............................................................................................................73
Figure 42 – Auto-Discovery Edit Selected Functions ...............................................................................................74
Figure 43 – Auto-Discovery View Settings Page......................................................................................................75
Figure 44 – Auto-Discovery Advanced Filter Settings..............................................................................................76
Figure 45 – Auto-Discovery Advanced Scan Settings Page ....................................................................................77
Figure 46 – Auto-Discovery Command Functions Page ..........................................................................................78
Figure 47 – Extension Listing ...................................................................................................................................80
Figure 48 – Edit Phone Settings Page .....................................................................................................................81
Figure 49 – Aastra Advanced Phone Settings Page ................................................................................................86
Figure 50 – Ring Groups Page.................................................................................................................................88
Figure 51 – Edit Ring Group Page ...........................................................................................................................91
Figure 52 – Advanced Ring Group and Custom Caller ID Settings Section ............................................................94
Figure 53 – Edit Members/Agents Section...............................................................................................................96
Figure 54 – ACD Edit Agents Page........................................................................................................................101
Figure 55 – Multicast Paging Groups Page............................................................................................................103
Figure 56 – Edit Page Group Window....................................................................................................................103
Figure 57 – Ring Group Live Queue Data..............................................................................................................106
Figure 58 – Menus Page ........................................................................................................................................109
Figure 59 – Edit Menus Page (with Control Menu Prompts open).........................................................................110
Figure 60 – Advanced Menu Settings Page...........................................................................................................113
Figure 61 – Remote Menu Announcement DTMF Admin Flow ........................................................................114
Figure 61 – Conferences Page...............................................................................................................................115
Figure 62 - Edit Conference ...................................................................................................................................115
Figure 63 – Features Code Page ...........................................................................................................................117
Figure 64 – Edit Voicemail Box Settings Page.......................................................................................................118
Figure 65 – Notification Settings / Voicemail Box Page .........................................................................................124
Figure 66 – Edit Schedule and Holidays Page.......................................................................................................126
Figure 68 – Sample Branch Office Networking ......................................................................................................129
Figure 69 – Edit Branch Office Page......................................................................................................................130
Figure 70 – Branch Offices Page ...........................................................................................................................132
Figure 71 – Branch Office Extension Section.........................................................................................................135
Figure 72 – Show Extensions Page .......................................................................................................................136
Figure 73 – Incoming Call Routing Page................................................................................................................137
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Figure 74 – Incoming Routing Edit Incoming DID CID Page................................................................................. 140
Figure 75 – Outgoing Routing Page ...................................................................................................................... 142
Figure 76 – Add New Outgoing Route Page ......................................................................................................... 143
Figure 77 - Class of Service .................................................................................................................................. 147
Figure 78 – Blocking Dialing 1-900........................................................................................................................ 148
Figure 79 – Least Cost Routing Example.............................................................................................................. 149
Figure 80 – Information (411) Subroute Setting .................................................................................................... 150
Figure 81 – PBX Admin Settings Section .............................................................................................................. 151
Figure 82 – PBX General Settings Section ........................................................................................................... 152
Figure 83 – PBX Security Log Watch and Ban Service Status ............................................................................. 155
Figure 84 – Security Log Watch and Ban Security Settings.................................................................................. 155
Figure 85 – PBX Time Settings Section ................................................................................................................ 157
Figure 86 – Outbound Transfer Numbers Section................................................................................................. 159
Figure 87 – InGenius Connector Settings Section ................................................................................................ 160
Figure 88 – Create Backup Section....................................................................................................................... 161
Figure 89 – PBX Database Automatic Backups Section ....................................................................................... 162
Figure 90 – PBX Database Upload Backup File Section ...................................................................................... 163
Figure 91 – Backup Date/Time Information........................................................................................................... 165
Figure 92 – PBX Voicemail General Settings Section........................................................................................... 166
Figure 93 – PBX Voicemail Menu Section............................................................................................................. 167
Figure 94 – PBX Voicemail Settings Section......................................................................................................... 169
Figure 95 – PBX Voicemail Archive Section.......................................................................................................... 171
Figure 96 – PBX Voicemail Listing Page............................................................................................................... 172
Figure 97 – SIP Networking Settings Page ........................................................................................................... 173
Figure 98 – SIP Advanced Settings Page ............................................................................................................. 178
Figure 99 – Upload Voice Prompt Section ............................................................................................................ 181
Figure 100 – Record New Voice Prompt Section .................................................................................................. 182
Figure 101 – Prompt Files on the Server Section.................................................................................................. 183
Figure 102 – System Default Music on Hold Section ............................................................................................ 184
Figure 103 – Create a Playlist Section .................................................................................................................. 185
Figure 104 – Music on Hold Playlist ...................................................................................................................... 186
Figure 105 – Features Code Speed Dialing Section ............................................................................................. 187
Figure 106 – Services System Information Page .................................................................................................. 189
Figure 107 – Services Download License Information Section ............................................................................. 190
Figure 108 – Services Assign Licenses Page ....................................................................................................... 192
Figure 109 – Services System Functions Section ................................................................................................. 193
Figure 110 - Services Load File System Section .................................................................................................. 195
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Figure 111 – Services TFTP Files Section.............................................................................................................196
Figure 112 – Services Log File Settings Section....................................................................................................197
Figure 113 – Services Logging Level Section ........................................................................................................198
Figure 114 – Services Call Event Log Section .......................................................................................................199
Figure 115 – Services Automated Phone Firmware Updates ................................................................................200
Figure 116 - Scheduled Calling ..............................................................................................................................201
Figure 117 - List of Scheduled Calls ......................................................................................................................201
Figure 118 - Edit Scheduled Call............................................................................................................................203
Figure 119 - Recurrence.........................................................................................................................................204
Figure 120 – CDR Reports Page ...........................................................................................................................206
Figure 121 – Queue Graphs Page .........................................................................................................................209
Figure 122 – Reports Queue Graph Overview Tab................................................................................................211
Figure 123 – Reports Queue Graphs Agents Tab..................................................................................................212
Figure 124 – Reports Queue Graphs Tab..............................................................................................................213
Figure 125 – Reports Queue Graphs Logs Tab .....................................................................................................213
Figure 126 – System Diagnostics Page .................................................................................................................214
Figure 127 – Monitoring Page ................................................................................................................................215
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LIST OF TABLES
Table 1 – IP PBX Features ........................................................................................................................................ 4
Table 2 – Setup Worksheet Descriptions ................................................................................................................ 11
Table 3 – Sample Exported .CSV Worksheet ......................................................................................................... 12
Table 4 – Feature and Link Descriptions................................................................................................................. 18
Table 5 – Navigational Buttons and Links ............................................................................................................... 19
Table 6 – Network Setting Descriptions .................................................................................................................. 22
Table 7 – Network Features and Descriptions ........................................................................................................ 23
Table 8 – Web Server Features and Descriptions .................................................................................................. 25
Table 9 – Access Control List Definitions ................................................................................................................ 29
Table 10 – Add New Service Settings and Descriptions ......................................................................................... 30
Table 11 – Add New Rule Settings and Descriptions.............................................................................................. 30
Table 12 – Hardware Trunk Provider Settings and Descriptions ............................................................................ 34
Table 13 – Hardware Provider Configuration Settings and Descriptions ................................................................ 38
Table 14 – SIP Provider Configuration Settings and Descriptions .......................................................................... 44
Table 15 – Create Extension Fields and Descriptions ............................................................................................ 50
Table 16 – Search Extension Parameters and Description..................................................................................... 51
Table 17 – General Extension Settings and Descriptions ....................................................................................... 56
Table 18 – Extension Forward Settings and Descriptions....................................................................................... 57
Table 19 – Extensions Advanced Networking Settings and Descriptions............................................................... 62
Table 20 – Voice Mail Settings and Descriptions .................................................................................................... 65
Table 21 – Extensions CODECS Settings and Recommendations ........................................................................ 66
Table 22 – Calling Permission Settings and Descriptions ....................................................................................... 68
Table 23 – Extensions Follow Me Settings and Descriptions.................................................................................. 70
Table 24 – Auto-Discovery Scan Details ................................................................................................................. 73
Table 25 – Auto-Discovery Edit Selected Tab Functions and Descriptions ............................................................ 74
Table 26 – Auto-Discovery Functions and Descriptions.......................................................................................... 76
Table 27 – Advanced Filter Settings and Descriptions............................................................................................ 77
Table 28 – Auto-Discovery Advanced Scan Settings and Descriptions.................................................................. 78
Table 29 – Auto-Discovery Command Settings and Descriptions........................................................................... 78
Table 30 – Edit Phone Settings and Descriptions ................................................................................................... 82
Table 31 – Edit Advanced Phone Settings – IPitomy Phones................................................................................. 83
Table 32 – Edit Advanced Phone Settings for IPitomy Phones .............................................................................. 85
Table 33 – Aastra Advanced Phone Settings and Descriptions.............................................................................. 87
Table 34 – Edit Ring Group Settings and Descriptions ........................................................................................... 92
Table 35 – Advanced Ring Group and Custom Caller ID Settings and Descriptions.............................................. 94
Table 36 – Edit Members/Agents Settings and Descriptions .................................................................................. 96
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Table 37 – Automatic Call Distribution (Agents) Page .............................................................................................98
Table 38 – Edit Ring Group ACD Agents Settings and Descriptions .....................................................................100
Table 39 – Add/Edit Agent Features and Descriptions ..........................................................................................101
Table 40 – Multicast Paging Settings and Descriptions .........................................................................................104
Table 41 – Live Queue Fields and Descriptions.....................................................................................................107
Table 42 – Add/Edit Settings and Descriptions ......................................................................................................111
Table 43 – Advanced Settings and Description .....................................................................................................113
Table 44 – Conference Settings and Descriptions .................................................................................................116
Table 45 – Features Code Settings and Descriptions............................................................................................117
Table 46 - Voice Mailbox Settings and Descriptions ..............................................................................................120
Table 47 – Notification and Voicemail Box Settings and Descriptions...................................................................125
Table 48 – Edit Schedule Settings and Descriptions .............................................................................................127
Table 49 – Branch Office Settings and Descriptions..............................................................................................131
Table 50 – Incoming Call Routing Settings and Descriptions ................................................................................138
Table 51 - Outbound Routing Page Descriptions...................................................................................................141
Table 52 – Outbound Route Settings and Descriptions .........................................................................................145
Table 53 – Block 1900 Outbound Call Configuration .............................................................................................149
Table 54 – Least Cost Outbound Call Subroute Configuration ..............................................................................150
Table 55 – Information (411) Subroute Configuration ............................................................................................151
Table 56 – PBX Admin Settings Parameters and Descriptions .............................................................................152
Table 57 – General PBX Admin Settings and Descriptions ...................................................................................153
Table 58 – PBX Security Log Watch/Ban Settings and Descriptions.....................................................................156
Table 59 – PBX Time Settings and Descriptions ...................................................................................................158
Table 60 – Create Backup Settings and Descriptions............................................................................................161
Table 61 – PBX Database Automatic Backup Settings and Descriptions..............................................................163
Table 62 - Saved Backups .....................................................................................................................................164
Table 63 – PBX General Settings and Descriptions...............................................................................................167
Table 64 – PBX Voicemail Menu Setting and Descriptions ...................................................................................168
Table 65 – PBX Voicemail Settings and Descriptions............................................................................................170
Table 66 – PBX Voicemail Archive Settings and Descriptions...............................................................................171
Table 67 – SIP Networking Settings and Descriptions...........................................................................................173
Table 68 – SIP Advanced Settings and Descriptions.............................................................................................181
Table 69 – Features Code Settings and Descriptions............................................................................................187
Table 70 – Services System Settings and Descriptions.........................................................................................190
Table 71 - License Info Descriptions ......................................................................................................................191
Table 72 – Services System Functions and Descriptions ......................................................................................194
Table 73 – Services Log File Settings and Descriptions ........................................................................................197
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Table 74 – Services Logging Levels and Descriptions.......................................................................................... 198
Table 75 – Services Call Event Logging and Descriptions.................................................................................... 199
Table 76 – Services Automated Firmware Parameters and Descriptions............................................................. 200
Table 77 - Scheduled Call List Descriptions.......................................................................................................... 202
Table 78 - Edit Scheduled Call Descriptions ......................................................................................................... 203
Table 79 - Recurrence Descriptions ...................................................................................................................... 204
Table 80 - CDR Report Descriptions ..................................................................................................................... 207
Table 81 – Queue Graphs Search Parameters ..................................................................................................... 210
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INTRODUCTION
About the IPitomy IP PBX
The IPitomy IP PBX is a powerful business communications platform. It is a pure IP PBX designed to use IP networks for voice calls. Engineered to support from 10 to 500 users, the system will work with analog lines and T1 /PRI lines for traditional Public Switched Telephone Network (PSTN) connectivity. In addition to traditional telephone lines, the IPitomy IP PBX can use VoIP SIP Trunks, replacing traditional PSTN lines with a broadband telephone service.
Benefits of VoIP Technology
The IPitomy IP PBX can support any or all of these connectivity methods simultaneously or in any combination. Customers not quite ready to depend on VoIP providers for all of their business communications can start at their own pace and gain a comfort level, shifting to VoIP broadband providers at their own pace.
Benefits of VoIP technology include:
One Wiring System The system uses a single wiring system for telephones and dataall data and
voice are on Local Area Network (LAN) Category 5 wiring.
Web-based Administration System administration is performed on the network through a Web-
based administration program. The Web-Based Administration can be used locally or remotely from anywhere.
Remote Users When calls are routed over the Internet, long distance charges can be avoided. In
businesses with remote workers, these employees can stay logged into the office through a broadband connection at all times without incurring any additional charges. Remote users have all of the features of the local users. Remote users can be included in any ring groups, ACD (Automatic Call Distribution) Queues and other call routing schemes.
Centralized System Features Every extension that is logged into the system is capable of
receiving and originating calls. The use of system features such as voicemail, automated attendant and email are all centralized simplifying all support and maintenance.
Reduced Costs VoIP system users can reduce cost in many areas of a business. VoIP telephony
lowers the cost of support and maintenance costs, as well as, reducing telephony line costs by up to 50%.
Simplifies Administration Moves, additions and changes are simple. The IPitomy IP PBX
provides enhanced capabilities for users to make changes without incurring a service call.
Investment Protection VoIP, and in particular, Session Initiation Protocol (SIP)-based VoIP
products offer investment protection. The industry is rapidly moving toward Internet Protocol (IP) communications technologies. Older digital and analog technologies are becoming obsolete and are being replaced with IP-based products that will be around for a long time.
IPitomy IP PBX Features
Understanding the IPitomy IP PBX’s architecture and how it works will make installing the system simple.
The IPitomy IP PBX is an all-in-one business communications system. This powerful system includes a complete suite of business communication applications in one appliance:
Fully-featured Business Phone System
Automated Attendant and Interactive Voice Response (IVR)
Enhanced Call Distribution
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Enhanced Voice Messaging System with Unified Messaging
Meet-me Conference Application
Built-in Music on Hold
Call Queuing for Inbound Calls
Find Me/Follow Me
Remote Extensions
Browser-based Administration
Branch Offices
Automatic Call Distribution (ACD)
Figure 1 – IPitomy IP PBX System
The IPitomy IP PBX’s administration menus are a series of Web pages accessible from a Web browser. To the left of the Menu is a navigation bar that allows users to click on and administer each section of the system. Administration of the IPitomy IP PBX is simple and intuitive. The system is designed with six primary areas of functionality:
System System setup consists of network configuration settings.
Providers Providers are sources of PSTN and VoIP connectivity. Providers are the lines that
handle all incoming and outgoing calls. All VoIP and traditional telephone providers are setup here. DID numbers are also entered here.
Destinations Destinations are places where calls are routed in the system: extensions, groups
of extensions, automated attendants, conferences, and voicemail.
Call Routing These settings route inbound calls to specific destinations within the system, and
send outbound calls over specific local, long distance, international, and emergency routes.
PBX Setup These settings globally configure PBX timers, voice messaging, and other system
features.
Reporting These reports display system usage, monitor activity, and provide diagnostic
information.
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Feature Description
Extensions are telephones. A telephone can be an IP (SIP) telephone or a Softphone. Calls are routed to an extension where people answer them. In the IPitomy IP PBX, an
Extensions
Groups
Menus (Automated Attendant)
DTMF Menu Administration
Advanced Routing Functions
extension can be located in an office or outside the office where a broadband connection is used.
Groups are a set of extensions. Once a group is created, extensions can be designated as members of the group. This is accomplished by selecting group members from a drop­down list. Calls can be routed to groups via inbound routing.
To create an automated attendant use the system’s Menus feature. The Menus feature allows you to route calls to a destination in the system like a group, extension or another menu.
Call Destinations are selected from a drop-down list for each corresponding key-pad digit a caller must select to get to their chosen destination. A Menu must have a Menu Prompt. This is a recording that identifies for callers the destinations they may choose. For example, a Menu Prompt might offer callers the option to press “1” for Sales, “2” for Accounts Receivable or other digits for another department.
New in version: 3.4.1 is DTMF Menu Administration. This feature allows the user to administer the Menu (Auto Attendant) remotely using just a telephone (with DTMF dial capability).
When building an automated attendant (Menus) all routable destinations in the system will appear in the drop-down list. In addition to the destinations that are created while configuring the system, there are several advanced functions that can be used from the drop-down list.
Voicemail and Unified Messaging
Directory
Direct Inward Dialing (DID) Numbers
Conferencing (Meet Me)
When an extension is created, a voicemail box for that extension is also created. A voicemail box allows a caller to leave a message if a person is not available at the extension. When dialing into a mailbox for the first time, a user should record their name and a mailbox greeting. The name is used in the company’s dial-by-name directory when selected from the auto attendant (Menus). The greeting is played when they are not available to take a call and a caller reaches their mailbox.
If an email address is included in the Extension page, you can configure Unified Messaging and a copy of the voicemail message will be emailed as a .Wav file to the users email account. This message can then be listened to on a PC.
The system has a dial-by-name directory. This option may be part of the automated­attendant. When this option is selected, a caller dials the first three letters of the last / first name of the party they would like to reach. Names that match these three letters are played and the caller selects the extension to which they want to be transferred. Names are stated in the directory as they have been recorded by users in their voicemail box, and spelt out if they have not recorded their name.
A Direct Inward Dialed (DID) number is a telephone number assigned by a service provider (i.e., T1 line, PRI or VoIP). DIDs allow direct routing of a call to a destination within the system. You can route to any destination available on the PBX.
A Meet-me Conference is an extension on the system used for conference calls. Participants can access a conference by dialing the designated Meet-me Conference extension. Routing callers to a Meet-me Conference can be accomplished by using a DID, a menu, or simply transferring callers to the conference extension.
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This feature allows the PBX to try and find users who are not at their desk. It can be configured to call their cell phones, house phones, or other extensions in the PBX. Once
FollowMe
Forwarding Gateway
Cascading Message Notification
Voicemail Gateway
Branch Offices
answered, the user can accept the call, or refuse it. Unhandled calls return to the PBX to leave a message at the original extension’s voicemail.
Mobility has become a part of everyday life for most people. System users need to be able to take calls anywhere. The IPitomy IP PBX has the ability to forward calls. Users can turn call forwarding “on” and “off” while in the office or away from the office by using a touch­tone key pad. This is set up in the edit Extensions page, but can be modified from any phone, including a cell phone. Modifying forward settings remotely requires the automated attendant (Menus) option to be programmed.
This feature works using the same methods as FollowMe, but pertains to voicemail messages. When configured, if an extension gets a new voicemail, you will be able to send the voicemail message to a variety of numbers (Destinations), define the order in which to send the message and can be set to make the system to notify you that a new message was received. Additionally, you can add or remove extensions to the list of recipients when a broadcast message is sent.
Using either a Menu or a DID, users can call in from any telephone and check messages. The voicemail gateway allows users to dial a pre-defined digit from a touch- tone key pad on any phone to retrieve their messages.
Branch offices can be created to allow multiple PBXs to route calls to each other. Branch office extensions can be transferred to, placed in ring groups, or selected as menu destinations.
Table 1 – IP PBX Features
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GETTING STARTED
Boot Up – Safe Power Down
Each IPitomy IP PBX is equipped with a Boot Up/Safe Power Down momentary switch at the front of the chassis. This switch is a primary element of controlling not only the hardware but the Operating System (OS) and PBX software. If it becomes necessary to use this switch – especially when powering down – it is imperative that you read and understand the functionality of this switch.
IMPORTANT:
IMPORTANT:
IMPORTANT:IMPORTANT:
Use of this switch is very convenient and VERY specific.
!
Use this switch by pressing the elevated side and releasing immediately.
1100 1200 2000/5000
Improper use can cause very undesirable results.
The switch has three functions:
(Use 1 & 2 only – unless directed to use the 3rd function by a technical support representative). Repeatedly turning off the power with a hard boot can damage (corrupt) the data on the hard drive. In some instances, this can void the warranty.
Use
While the PBX is not operating…
1.
2.
3.
(power cord connected but not yet powered up OR previously, properly powered down)
While the PBX is operating…
Shut down can take as long as 5 minutes. Please be patient.
While the PBX is NON-Responsive and all other methods to regain control of the OS and applications have failed.
Condition Operation
Press and release the switch to start PBX operation
Press AND Release the switch to initiate the safe power-down sequence. The PBX will shut-down all applications running in the proper sequence – ensuring that no damage occurs to the database and applications during shut-down.
Press AND Hold the switch to FORCE immediate shut-down.
Behind Drive Access Door
This is NOT recommended and should be avoided.
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Connecting the System
Hardware Setup
The IPitomy IP PBX comes assembled and ready to install. The system requires some form of trunking, be it a connection to the PSTN for analog or T1 lines or a SIP trunk. It requires telephones to be connected to the local area network (LAN). Broadband access must be established for VoIP connectivity (allowing remote extensions , branch offices, remote management, and SIP trunks).
Figure 2 – Hardware Setup Diagram
Connecting the Phone Lines
The IPitomy IP PBX is equipped to support analog, digital, gateway or SIP connections. Analog lines or a T1/PRI are connected with internal hardware resources. A gateway connects analog telephone lines by registering itself as a SIP provider over the LAN. SIP providers create a direct connection to the system.
INTERNAL ANALOG LINE CARDS
The IPitomy IP PBX uses three basic analog devices for PSTN connectivity.
Digium TDM04B Analog Line Card (4 PSTN line connections
supporting these connections is already installed and completely configured. Simply connect the phone lines to the RJ11 jacks at the rear of the IPitomy IP PBX and start making calls.
Digium TDM808B Analog Line Card (8 PSTN line connections
supporting these connections is already installed and completely configured. Simply connect the phone lines to the RJ11 jacks at the rear of the IPitomy IP PBX and start making calls.
IMPORTANT:
!
pair, one line per jack. It may be necessary to echo tune the system. Please contact an IPitomy Technical Support personnel if you notice an echo on the line.
The 4 and 8 PSTN line connections are a single
) −−− This analog line card
) This analog line card
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Digium 2404B 16 and 2406B 24 Analog Line Cards (16 or 24 PSTN line connections)
These lines are plugged into an Amphenol connector and need to be terminated in a cross connect, break-out box or patch panel. The Amphenol connector uses a single pair connection to each phone line.
INTERNAL DIGITAL T1 CARDS
The IPitomy IP PBX uses two devises for digital connectivity.
Digium TE122P T1 Card (a single T1/E1/J1 connection)
telephony and data protocols, including both RBS and Primary Rate ISDN (PRI) protocol families for voice traffic. The card has a default configuration for the system, but this configuration may be adjusted based on preference. Plug the RJ45 connector into the T1 TDM source supplied by the T1 provider.
Digium TE205P T1 Card (a dual T1/E1/J1 connection)
telephony and data protocols, including both RBS and Primary Rate ISDN (PRI) protocol families for voice traffic. The card has a default configuration for the system, but this configuration may be adjusted based on preference. Plug up to two RJ45 connectors into the T1 TDM sources supplied by the T1 provider.
(Diagram 4)
This card supports industry standard
This card supports industry standard
(Diagram 5)
Connecting Using an External Gateway
Gateways connect legacy phone equipment (PBXs, ACDs, voicemail systems, etc.) to modern VoIP systems and services. IPitomy supports many different communications protocols from both the modern world of VoIP and from the legacy PSTN. This makes it a powerful tool for building gateways and protocol converters.
PSTN lines can be connected to a Gateway device. The gateway device is connected to the LAN. The Gateway is then registered as a SIP provider in the system.
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Figure 3 – External Gateway Connection Diagram
Connecting to a LAN
In order to be able to connect all of the devices (PCs, Phones, Gateways, etc) to their Local Area Network (LAN) you will most likely need to install at least one Switch.
Connecting Using SIP Providers
Once connected to the LAN, the LAN's broadband connection provides a pathway for SIP VoIP Providers. Use the SIP Provider pages to setup a connection.
Figure 4 – SIP Provider Connection Diagram
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LAN
Port
PC Port
DC
port
DC 5volt
Handset
Port
LAN
PC
Port
Figure 5 – LAN Connection Diagram
Connecting Telephones
The following diagrams indicate the port locations on the IP120 and IP1500.
12volt
Figure 6 – IP120 and IP1500 Connector Ports
port
Port
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DATA AND NETWORK CONFIGURATION
Planning before getting started will make the setup and installation of the IPitomy IP PBX simple. IPitomy has created the IPitomy Setup Worksheet to assist in recording business and system information used in planning system setup and installation. This Checklist can be downloaded from IPitomy.com in the Dealer Section of the Website.
!
IMPORTANT:
to obtain a login information for the Dealer site at (941) 306-2200.
Please contact your IPitomy Sales Representative
Setup Worksheet
The Setup Worksheet is broken out into sections where required data can be entered. Once all the information in the setup worksheet is populated, it can then be imported to the IPitomy system. This will save a great amount a setup/configuration time.
IMPORTANT:
!
setup worksheet, you will need to make sure that your Excel macro security is set to Medium or lower (you will need to restart Excel after changing these settings). I
To take full advantage of the functionality in the
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Figure 7 – Sample Setup Worksheet
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Data Type Description/Recommended Settings
Network Information
User Data
Groups
You will need to know some basic information on the target network. Use this page to store all pertinent information regarding the sites LAN and WAN connection.
The type of data facilities you will be using for access to the Internet will dictate how much bandwidth is available for phone calls.
If you are going to use remote phones, SIP providers, or Branch Offices, you will need to have a fixed IP address.
Use this page to gather and store information for the extensions and stand alone mailboxes on the PBX. This page allows you to export the extension information to another worksheet. Save this worksheet as a .csv file and you can import it directly into the PBX, saving you time.
Extension Numbers – required
Name – required
Email Address - required if the end user desires to use Unified Messaging
Device – setting this in the worksheet will make your installation much easier when using
autoprovisioning and IP550/IP120 phones
MAC Address – for the most part this field can be left blank. If using Aastra phones, it
may be more useful.
Voice mail only boxes may be created as well. You can print out a copy of this sheet and ask your customer to fill it in or provide them the spreadsheet to fill out.
Use this page to gather and store information about ring groups. This will allow you to build the groups in the PBX much quicker at the time of install because everything has already been decided upon in advance.
Menus
Unified Messaging
Telephone Lines
Music On Hold
Licensing
Branch Office
Building menus in the PBX will be much easier once you have completed the sections pertaining to Menus. In addition to the setting in the PBX, you will be able to have the end user write out the prompt scripts, ensuring that the key press destinations match the dialogue the callers will hear.
Unified Messaging allows the PBX to send your voicemail messages directly to your email inbox. Use this section to log the end users email server information.
If you know the telephone numbers for your telephone lines, it is good to have them all documented ahead of time. You may want to route calls based on a particular number or specific DID.
When a caller is place on hold, park, or is in Queue for a group of extensions, music may be played for them while they wait. The music on hold files can be uploaded to the system from your browser. The music on hold files need to be in MP3 format for IP1100+ systems, and 8bit 8Khz mono .wav file for the IP1000.
Most IPitomy systems come default with a license for 16 users/extensions. To activate the initial license, you must have a connection to the internet and a license key will be uploaded to the system. This is a security feature that protects the user for warranty coverage as well as against unauthorized use. Filling out the User Data page will automatically tell you how many extensions the system needs, at a minimum, to handle the desired users.
This page will allow you to more accurately plan out an install that will have multiple sites connected via Branch Office. Using unique numbering for each PBX will allow for easier calling between sites.
The lightning bolt, found on the User Data section of the Setup Worksheet, accesses a macro that allows you to export the User Data information pertaining to extension to another worksheet. Once exported, you can save that worksheet as a .csv file, and then load it directly into the PBX.
Table 2 – Setup Worksheet Descriptions
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Table 3 – Sample Exported .CSV Worksheet
CSV Upload
Once all the extension information has been exported to a .CSV file, you can import that file into the PBX.
STEPS:
1 Navigate in the PBX to Destinations Extensions. The Extensions page appears.
2 Select the BROWSE button at the top of the page. The File Upload window appears. Locate
and select the file that you want to import then click the OPEN button.
Figure 8 – View of Upload Location Window
3 The CSV File field is updated with the source directory information for the file to be imported.
4 Click the IMPORT button. The Create Extensions page appears displaying the information
that is going to be imported.
5 Review the information then select the CREATE button when you are done.
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Figure 9 – Create Extension Results Page
6 The Create Extensions page will display the results of your import for each extension. You
should see a “SUCCESS” message.
7 Click on the Return to Extensions link that appears on the page. This brings you back to
the Create Extensions page. Review the Extensions List and find the extension (s) you just created.
8 Click on the Apply Changes link at the top of the page to make these changes live on the
PBX. A message “Settings Applied” will appear.
9 You are now ready to update the various settings for the new extension. (See the
Destination Extensions section of this user guide for more details on Extensions).
Network Requirements
Making preparations for the network in advance will assure there are no surprises. If you are going to have remote extensions, you will need access to the router to setup a network address translation (NAT) and port forwarding.
A LAN with a broadband connection is required for operation of the system. It must be on a fast Ethernet (100baseT or better). The system must also use Ethernet data switches. The router can use DHCP or not, depending on preference. The IPitomy IP PBX requires a fixed IP on the router subnet. Several ports may need to be forwarded. Make sure your router has TCP/IP port range forwarding by checking the box or product guide. The router should have a fixed IP address with a public IP.
Pre-existing TFTP servers or DHCP servers broadcasting TFTP servers may cause conflicts for phone configuration. If you have a pre-existing TFTP server being broadcast by your DHCP server, please contact IPitomy support to determine the best solution.
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Port Forwarding
The following table outlines the port forwarding information in the router that maps public IP addresses to internal IP addresses. Port forwarding must be configured to utilize features such as remote phones, SIP Providers, remote administration and branch office. IPitomy port forwarding requirements are specified below.
Figure 10 – Port Forwarding Configuration Table
IMPORTANT: Please contact an IPitomy Technical Support
!
Representative for assistance or additional information regarding how to configure port forwarding for the IP PBX system.
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IP Addresses
To determine the IP address that can be used on the network, check the router or get this information from the Network Administrator. In many cases, this default IP address will be acceptable without any router configuration other than port forwarding (required for remote administration and remote telephones).
IMPORTANT:
!
address. The system comes with a default static IP address of
192.168.1.249/ippbx.
We recommend that you use this default IP address. Please contact IPitomy’s Technical Support Group if you need further assistance by email at support@ipitomy.com or phone 941-306-2200 option2, or visit our FAQ page at our website at www.ipitomy.com.
The IP PBX is required to have a fixed (static) IP
Changing the IP Address
If the default IP address does not match the network schema for your install, the PBX has a simple method for changing this information. The Network Console allows you to view and change settings without requiring an external web browser or any network connection.
STEPS:
1 Plug a keyboard and monitor into the IP PBX.
2 From this keyboard, press CTRL-ALT-F7
3 Follow the instructions displayed on the page to configure the IPs for the PBX. The options
used are as follows.
1: Network Type – Static or DHCP
2: IP address
3: Subnet Mask
4: Default Gateway
5: Static DNS
6: Static DNS 2
7: Static DNS 3
R: Refresh View
D: Default Settings
S: Save & Update
4 Once all values have been configured to match the install network, choose S to save
and update.
Note: For further details on using the Net Console, please refer to Appendix 6.
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Figure 11 – Typical Network Configuration Diagram
Service Providers
In order to provision the IPitomy IP PBX it is necessary to know the type of Service Providers being used. Carrier and SIP are the most common service providers. Carriers provide plain old telephone lines (POTS), T1s and PRI lines. SIP Providers route voice calls over the internet. This is called voice over internet protocol or VoIP. As part of the installation it will be important to know the:
Name of Providers
Type of Service Provided (i.e., POTS, T1,or SIP)
Phone Numbers Associated with the Service
Password and Login Information for SIP Service
You should always consider any previous historical data that you have from your existing
system. Any past reports or spreadsheets which relate to the components being designed, should be considered as possible input when configuring your IP PBX system.
We recommended that you record this information on the IPitomy Setup Worksheet.
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SYSTEM ADMINISTRATION
Administration Menu
IPitomy IP PBX’s online administration makes it simple to meet the demands of a frequently changing business. It is also designed to be quick to setup and install. The Administration Menu is located in the Navigation Bar to the left of the page.
Figure 12 – Administration Menu Options
IP PBX Administration Options
This menu contains the administration pages used to configure the system. The Administration Menu is divided into six sections. To navigate to an Administration Page click on the menu section and page to be changed.
System System setup consists of network configuration settings.
Providers Providers are sources of PSTN and VoIP connectivity. Providers are the lines
that handle all incoming and outgoing calls. All VoIP providers will be setup here. DID numbers are also entered here.
Destinations Destinations are extensions, groups of extensions, automated attendants (menus),
conferences and voicemail. Destinations are places where calls get routed to in the system.
Call Routing Routing sends callers to specific inbound destinations within the system, and routing
outbound callers over specific outbound routes like local, long distance, international and emergency.
PBX Setup System settings allow global configuration settings for system applications like PBX timers,
voice messaging settings and music-on-hold.
Reporting The system displays usage reports, diagnostic information and monitors system activity.
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Logout
/
Apply
Default Values
About Us /
Title Bar
Advanced
Administration Page Layout
Each online Administration web page contains the standard layout. The following section describes the features or links you will have access to on each page.
Changes
Features
Contact Us
Figure 13 – Standard Page Layout and Features
Link Description
Title Bar
The Title Bar at the top of each page displays the name of the section of the Administration Menu which is currently being edited.
Default Values
Advanced Link
When the system is installed it automatically registers default values in many of the administration fields. This simplifies the implementation process.
In several of the online administration features there is an Advanced link where the most sophisticated capabilities of the IPitomy IP PBX can be configured. If available (depending on applicable functions), the Advanced link will be located on the lower left side of each page.
About Us Link
Contact Us Link
The About Us link is located at the bottom left corner of each page This link provides additional information about IPitomy.
The Contact Us link is located at the bottom left corner of each page. This link will take you to the Contact Us page that provides you with important contact information for IPitomy Communications, LLC. The IPitomy team is never more than a call or email away. To contact
an IPitomy team member, click on Contact Us in the lower left corner of the page.
Apply Changes
To apply changes to the system you must click the Apply Changes button. Located in the
top right corner of the page, this link globally applies changes to the system which is different than the Save Changes button that only saves changes to the current page.
Logout The Logout link located at the top right corner of the page allows you to logout of the
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Administration page and takes you back to the IP PBX Admin Login page.
Table 4 – Feature and Link Descriptions
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Navigational Tools
The following section describes the navigation tools (buttons) that will allow you to perform various functions such as Add, Delete, Save or Update data within the Administration system. These buttons will appear where the functions are applicable to the type of data being created or modified.
Note: Depending on the page that is being displayed, the buttons/icons may be referred to
(labeled) differently. This list describes the more commonly seen and used buttons/icons.
Button/Icons Description
This button or icon allows you to expand or open the function to view more options.
This button or icon allows you to collapse or close the function.
This button or icon allows you to view the items from a drop down list.
This checkbox button or icon allows you to select or deselect the record for viewing or modifying, as well as to define if certain features are enabled.
This radio button or icon allows you to select or deselect (toggle) between options.
This pencil icon allows you to edit the current settings for a specific record (i.e. extensions or groups).
This pencil with a phone icon allows you to edit an extension’s current phone settings.
This down arrow icon allows you to download a file off of the system.
This “X” icon allows you to delete the item selected
This curved arrow icon allows you to restore a file to the system or in some cases, clear out voice messages.
The Add button allows you to create a new destination, provider, route, schedule, etc. For example, to add a new extension, click the Add button on the Extension Administration page. In some cases, the Add button will change (have a different label) depending on the function or page you are viewing or
updating. For instance, the button may be displayed as , if you are on the Menus page.
Located in the bottom left corner of the screen, the Save Changes button executes all the changes made to the current page. This button must be
pressed before leaving a page or changes will be lost.
Table 5 – Navigational Buttons and Links
An easy way to get the information that is required for a specific parameter or field is to
mouse over it. A callout box with a description of the requirements or recommended settings will appear.
Figure 14 – View of Mouse Over Field Information
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Login Page
Figure 15 – IP PBX ADMIN Login Page
Logging In
STEPS:
Logging Out
STEPS:
1 From a web browser (ie. Firefox), enter the IP Address of the System Administration site.
2 Using the Admin Login (left side), enter the username and password of the PBX. The
default login information is:
Username = pbxadmin Password = ipitomy
IMPORTANT:
!
if you need further assistance by email at support@ipitomy.com or phone 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.
Please contact IPitomy’s Technical Support Group
3 The PBX Administration screen appears. Now you can navigate around the PBX,
configuring different features as needed.
1 You can logout of the PBX Administration page at anytime by clicking on the Logout
link located on the top right corner of the screen.
2 The system logs out and returns you to the PBX Administration Login page.
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SYSTEM NETWORKING
The IPitomy System Menu is for configuring network attributes. For example the IP address of the system and router information. The System Networking Setup Page allows you to define the Internet Setup for the system’s hardware. The system must operate using a static IP address; DHCP should only be used on the IPitomy IP PBX if the router is configured to assign a specific static DHCP address to the system.
Figure 16 – Networking Setup Page
The following table describes the fields and recommended settings for Networking Setup for the IP PBX system:
Field Recommended Settings
IP Address Use the default address (192.168.1.249) of the IPitomy IP PBX or an address outside
the range of existing IP addresses assigned by DHCP in the router.
Subnet Mask Leave the default setting for the Subnet Mask as (255.255.255.0). The subnet mask
defines what traffic the PBX will listen and communicate to. A value of 255 means the octet in question needs to match exactly, while a value of 0 means the octet is not restricted at all. When the PBX is set to the default IP address, a subnet mask of
255.255.255.0 tells the system to communicate with any devices in the 192.168.1.xxx range.
Default Gateway The default gateway provided is 192.168.1.1. Though this default is a common router
IP, every network is different. Enter the IP address of the router handling their Internet connection here.
Static DNS Enter the DNS IP address being used on the network. If a default DNS IP address is
not provided by the router it can be obtained from the network’s Internet Service Provider.
Static DNS2 Enter the DNS IP address being used on the network. If a default DNS IP address is
not provided by the router it can be obtained from the network’s Internet Service Provider.
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Static DNS3 Enter the DNS IP address being used on the network. If a default DNS IP address is
not provided by the router it can be obtained from the network’s Internet Service Provider.
Table 6 – Network Setting Descriptions
TCP/IP Settings Section
Edit TCP/IP Default Settings
STEPS:
1 Navigate to System Networking. The TCP/IP Settings page appears displaying the
default values for the following setting:
IP Address
Subnet Mask
Default Gateway
Static DNS
2 Click on the IP Address field. Enter the IP address for the Router. Use the default
address (192.168.1.249) of the IPitomy IP PBX or an address outside the range of
existing IP addresses assigned by DHCP in the router Enter the desired IP Address. See Table above for recommended settings.
3 Click on the Subnet Mask field. Leave the default setting for the Subnet Mask as
(255.255.255.0). See Table above for recommended settings.
4 Click on the Default Gateway field. Change the default Gateway value to the desired
target network. See Table above for recommended settings.
5 Click on the Static DNS field. Change the default DNS value to the desired target
network. See Table above for recommended settings.
6 Repeat step 5 to set the remaining DNS values, if necessary.
7 Click on the button
8
Click the Apply Changes link located on the right hand corner of the page, to commit the changes to the database.
Access Control (PBX Access)
The Access Control page is comprised of 3 sub-pages; Host Access, Web Server, and Access Control List. Each is accessible from the buttons at the top of the page and pertains a different method of controlling access to the PBX.
Host Access
This feature allows you to limit access to special services on the PBX. An “allow from” entry is a list of one or more host names, host addresses, patterns or wildcards that will be matched against the client host name or address. List elements should be separated by blanks and/or commas.
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Note: The parameter for the IP PBX Host Access is pre-configured per the manufacturer’s
specifications. We recommend that you do not change this configuration value.
Figure 17 – PBX Host Access Page
The following table describes the features and functions available on the Host Access page:
Fields/Buttons Description
Delete Selected
This button allows you to delete multiple services at a time.
Items
Load Factory Defaults
Add a New Item
This button will set the PBX back to the default Host Access settings.
This section is where you would add new rules for accessing special services on the PBX
Table 7 – Network Features and Descriptions
IMPORTANT:
!
immediately. They are database independent so custom changes do not migrate from one box to another via a database backup file.
Please contact IPitomy’s Technical Support Group if you think you need to modify these settings. Email via support@ipitomy.com or phone at 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.
Changes to the Host Access List are installed
Web Server Configuration
This feature allows you to define which IPs and/or domains can access the web server, as well as restart the Web Server. In order for changes to this list to take effect, you must Restart the Web Server.
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The parameter for the IP PBX Web Server is pre-configured per the manufacturer’s specifications.
We recommend that you do not change this configuration.
Figure 18 – Web Server Configuration Page
Feature Description
Restart Web Server
This feature allows you to restart the web server so that changes made that impact server components can be applied.
Note: Restarting the server will not interrupt phone service. A reboot of the PBX system will also apply changes made to other attributes.
Allow Access From
Defines the networks and/or domains that are allowed to access the PBX. The “Allow” format may be:
Domain name
Full IP address
Partial IP address
Network / netmask pair
Network / CIDR specification
Delete Selected
This button allows you to delete multiple services at a time.
Items
Load Factory Defaults
Add a New Item
This button will set the PBX back to the default Web Server settings.
This section is where you would add new rules for accessing the Web Server
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Table 8 – Web Server Features and Descriptions
Add New Permission
STEPS:
1 Navigate to System Access Control 2 Click on the Web Server button located at the top of the page. The Web Server
Configuration page appears.
3 In the Add a New Item section, enter the network or domain you want to allow to access
the PBX web server
4 Click the ADD button.
5 The new permission rule will be displayed under Allow Access From window above
6 Click on the Restart Web Server button.
7 Click OK when prompted to confirm you wish to restart the Web Server
IMPORTANT:
!
preconfigured. They are database independent so custom changes do not migrate from one box to another via a database backup file.
Please contact IPitomy’s Technical Support Group if you think you need to modify these settings. Email via support@ipitomy.com or phone at 941-306-2200 option 2. You can also visit our FAQ page at faq.ipitomy.com.
Changes to the Web Server Access List are
8 A “Please Standby” message appears. Once the reboot process is completed you will
be returned to the Web Server Configuration page.
Load Factory Default
This feature allows you to restore the manufacturer’s factory default settings. It will restore the settings to the factory recommended defaults.
STEPS:
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1 From the Web Server page, click Load Factory Default button. This will return or
restores the Allow Access From list back to the manufacturer’s default setting.
2 Once the changes applied, you will need to restart the web server. Please refer to the
Restart Web Server topic of this user guide for steps on how to restart the server.
3 Click on the Restart Web Server button.
4 Click OK when prompted to confirm you wish to restart the Web Server
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5 A “Please Standby” message appears. Once the reboot process is completed you will
be returned to the Web Server Configuration page.
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Access Control List
The Access Control List defines what networks different PBX features are permitted to communicate with.
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Figure 19 – Access Control List - Add New Rule Section
The following table outlines the parameters and descriptions for the Access Control List.
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Feature Description
Service
Ports
Rules
Displays the name of configured services. Typical services on the PBX are:
SIP - Used for Calls
Call Manager - Used for Desktop Call Manager
TFTP – Used by phones to pull down config and firmware files
Displays the ports that were defined for a particular service.
SIP – 5060
Call Manager – 5048
TFTP - 69
Displays the rules that were configured for a particular service.
Deny List – Accepts all traffic, unless specifically defined Allow List – Denies all traffic, unless specifically defined
Table 9 – Access Control List Definitions
Load Recommended Default
This is the recommended method to set the Access Control List to the typically used settings.
STEPS:
1 Navigate to PBX SetupSIP 2 Set the LocalNet to match the network the PBX is installed on, Save, and Apply Changes 3 Navigate to the Access Control List page, click Load Recommended Default button.
This will create default rules allowing the PBX to communicate to devices on the LocalNet in regards to SIP, Call Manager, and TFTP
4 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Add New Service
Figure 20 – Access Control List Page - Add New Service Section
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The following table outlines the parameters and descriptions required for adding a new service.
Feature Description
Service Name
Service Transport
Service Ports
Service Policy
The following outlines the steps to add a new service in the PBX system.
This is the name of the new service and will populate the Service drop-down list in the Add New Rule section.
This is the service type that will be used to transport the message. The options are Both, TCP or UDP.
SIP and RTP traffic both occur on UDP, TFTP traffic is UDP, and Call Manager traffic is TCP. Any other rules created would need to be configured for the protocol used by this service.
This is the port information that is associated with the host. You can enter a single or range of ports that will be used for this service. SIP uses 5060, Call Manager uses 5048, and TFTP uses 69. Other services must be configured to use the appropriate ports.
This is the umbrella rule for the service, which will be further defined under Add New Rules. The options are:
Deny List; ACCEPT ALL EXCEPT rule will apply. This will allow all traffic on the defined port, allowing you to configure a list of Denied IP addresses.
Allow List: DROP ALL EXCEPT rule will apply. This will block all traffic on the defined port, allowing you to configure a list of Allowed IP addresses.
Table 10 – Add New Service Settings and Descriptions
STEPS:
The following table outlines the parameters and descriptions required for adding a new rule.
Feature Description
Service
Host(s)
1 Navigate to SystemAccess Control
2 Click on the Access Control List button, The Access Control List page appears.
3 From the Add New Service section, enter a Name, and select the appropriate Transport
Protocol, Ports, and Policy; then click the Create Service button.
4 The new service and its associated values will be displayed in the Service listing.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
This drop-down list is populated when a new services is added. This is done in the Add New Service section.
This is the IP Address, Domain Name or URL of the host.
Table 11 – Add New Rule Settings and Descriptions
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Add New Rule
The following outlines the steps to add a new rule for Services in the PBX system.
STEPS:
1 Navigate to SystemAccess Control, click on the Access Control List button, the
Access Control List appears.
2 From the Add New Rule section, select the Service type from the drop-down list.
3 Enter the Host/s to be allowed/denied by the service
4 Click the Create Rule button.
5 The new rule is added and will be displayed in the rules list.
6 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database. .
Delete Rules or Services
The following outlines the steps to delete existing rules or services.
STEPS:
1 From the Service section of the PBX Access – Access Control List page, find the
service or rule that you want to delete.
2 Click on icon to the left of either the service or rule. The selected item is removed
from the list.
3 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
PROVIDERS
Providers are telephone lines, VoIP providers and other telecommunication resources. This section of the system’s online administration is where these provider resources are configured. The PBX system is equipped to handle two types of provider setting’s Hardware Trunks and SIP Providers.
Hardware Trunks
Hardware trunks are associated with telephone lines that connect to the PSTN. These lines process inbound and outbound communication traffic that flows over communication channels. For example, a T1 can be a trunk resource that has multiple lines and multiple Direct Inward Dialed (DID) numbers. These individual numbers can be routed to different destinations within the system.
Connection Types
The IP PBX is equipped to support an assortment of hardware cards as discussed earlier. Depending on which card you have, the PBX can integrate with analog lines, T1, or PRI.
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Provisioning a New Hardware Trunk Group
Provisioning a hardware trunk defines how the system works with the provider equipment, tells the system what phone numbers are associated with the trunk, and establishes rules for the system to follow when processing incoming and outgoing calls through this physical network connection.
Figure 21 – Hardware Providers Trunk Setup Page
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The following table describes the fields and functions available on the Hardware Trunks Provider Configuration page.
Section Description
Configuration Section
Slot
Channels
Model
Name
Channels
Card
Action
Defines which physical PCI slot the card is connected to.
This indicates whether the card has channels configured. Using the mouse to hover over this field will provide you with the number of channels at are set for this card.
This is the model or type of card.
This button changes the card set in the database for the adjacent slot. The change is immediate and will delete trunks associated with another card in the same slot.
Selecting this button will take you to the Channel Group Parameters Card Configuration page, where you can create a channel group.
Channel Groups Section
The name associated with this channel group.
The number of channels that have been assigned.
The card number associated with the channel group.
- Clicking on the pencil icon allows you edit the settings for the selected
channel group.
- Clicking on the “X” icon allows you to delete/remove the selected
channel group.
NOTE: You must delete channels from outbound routes in order to delete them.
Span
Should automatically set to the appropriate span in regards to the cards that are installed in the PBX.
Timing Set per your providers instructions, “0” (zero) would be the PBX provides
timing, “1” would be the timing is provided by the Provider.
LBO
Framing
Coding
PRI
Span
Line Build Out, set per your providers instructions.
Set per your provider’s instructions.
Set per your provider’s instructions.
Check if the trunk is a PRI, leave blank if the trunk is a standard T-1.
Should automatically set to the appropriate span in regards to the cards that are installed in the PBX.
Switch Type
Defines what type of equipment the PBX is communicating with. Set per your provider’s instructions.
Reset Interval
Dialplan
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Set per your provider’s instructions.
Set per your provider’s instructions.
T-1 Span Configuration
T-1 PRI Configuration
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Indication
D Channel
Slot
Restart USB Devices & PBX Services
The following section outlines how to setup the parameters for hardware trunks.
Configuring Hardware Trunks
STEPS:
1 Navigate to ProvidersHardware Trunks. The Hardware Trunk (Providers) page
appears. The hardware trunks and their values that have already been provisioned will be displayed.
2 The system will allow configuring of up to 2 cards that interface with analog or T-1
devices. Select the card models installed in your IP PBX individually and click Set button for each card in order to tell the system which cards you have.
Set per your provider’s instructions.
Set to 24.
USB Device Browser
Should automatically set to the appropriate slot that corresponds to the USB slot the device is connected to.
Hardware Functions
This button will restart USB devices and PBX Services.
Table 12 – Hardware Trunk Provider Settings and Descriptions
3 Once you have set the card, click the Add Lines button to the right of the corresponding
card to define line/channel/trunk groups associated with that card. The Edit Hardware Provider page appears.
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Figure 22 – Add/Edit Hardware Provider Configuration Page
4 Edit the necessary parameters. Required fields are: Group Name, Signalling Type, Start
Channel, and End Channel. The rest of the fields can be configured as needed, or left at their defaults. (refer to the table below for descriptions and recommended settings)
5 Click on the button. 6 Click the Apply Changes link located on the right hand corner of the page to commit the
changes to the database.
7 Once the changes are applied, navigate to the Hardware Providers page and click the
Restart USB and PBX Services button.
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The following table describes the fields and parameters available on the Add/Edit Hardware Provider Configuration page:
Section/Field Description
Channel Group Parameters Card 1
Group Name
Signaling Type
Generate Ringing on Outbound Calls?
Answer Incoming?
Start & End Channel
Allow Caller to transfer outbound call?
This is the name for the groups of channels you want to create. This Group Name will be associated with the line/channel group.
This is the type of signaling used for these channels/lines. Recommendation and default settings are listed below:
Analog lines should be set to fxs_ks.
T-1 lines should be set to fxs_ls or em_w
T-1 PRI lines should be set to pri_cpe.
This should only be checked if the telephone company is not providing ringing. Default this is disabled.
This indicates whether the system should answer incoming calls on these lines/channels. The default value is Yes.
Used to define the Start and End channel for this group on the associated card. If you would like a 1 channel group set the start and end channel to the same value (i.e. Start=1 and End=1).
IMPORTANT: If you wish to address analog lines individually you must build multiple single channel groups.
!
T1 and PRI can be grouped with multiple channels and routed via DID.
This indicates whether the system will allow user to transfer a call they origninated that has been connected to the PSTN. Default this is disabled.
Answer After
Dial Prefix
Allow Call Recording?
Ext CID Override?
Restrict CID Override?
Use Caller ID
If the system is configured to answer incoming calls, this defines how many seconds to wait before answering the call. At times this field needs to be tweaked to ensure consistent CID. Default this is set to 0.
Digits defined here will be dialed out the trunk ahead of the digits dialed by the user. This would be required if your provider needs a 9 or some other digit to dial outbound. Analog trunks might need a one second pause which is denoted by a lowercase w. Default this is blank.
This setting toggles the ability to record calls on this trunk. Default this is disabled.
This setting allows the users to set an alternate caller ID under their extension that will override the outgoing caller ID. If this is enabled, then this allows extension caller id override capabilities. Default this is disabled.
IMPORTANT: Contact your provider to determine whether
!
CID override is allowed on your specific trunk
This setting is used to limit an extension’s ability to override Caller ID (CID). If enabled, this allows extension CID Override only for the phone numbers defined for this provider. Default this is disabled.
This setting indicates whether the system should attempt to detect caller id on the lines/channels in this group. Default this is set to Yes.
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Echo Cancellation
RX Gain
TX Gain
Inbound Caller ID
Echo Cancellation Bridged
This allows you to configure the Echo Cancel parameter. By default this is set to Yes (128) which will work in most scenarios. Adjustments can be made as needed.
This allows you to set or adjust the gain on sound received from these lines/channels. Typically these settings don’t need to be changed from default settings, unless there are issues relating to the volume on the calls. (This setting is in decibels so 3.0 = 100% increases in volume). Default this is set to 0.0.
This allows you to set or adjust the gain on sound transmitted to these lines/channels. Typically these settings don’t need to be changed from default settings, unless there are issues with the volume on the calls. (This setting is in decibles so 3.0 = 100% increases in volume). Default this is set to 0.0.
This is the name of the Caller ID of the inbound calls on this trunk. If set to the system default “asreceived', the calls will capture the Caller ID information sent over the incoming lines. Otherwise you can override the name and number that appears to those receiving calls on the corresponding channels.
IMPORTANT: If you need to change this parameter, we recommend that you contact IPitomy’s Technical Support
!
Group at (941) 306-2200 for the proper syntax or additional information.
This allows you to enable or disable the Echo Cancellation Bridge parameter on calls routed internally across the network. Set this parameter to”YES” (enable) if you want echo cancellation on calls that are bridged from one port to another on the network. Default this is set to No.
Busy Detect
Outbound Caller ID Name
Outbound Caller ID Number
Echo Training
Route Calls to
By default, this is set to YES and 8. This allows you to enable/disable and set the number of busy signals the system will detect before disconnecting from the call (hanging up). Set the parameter to “YES” if you want the PBX to hang up after it detects a busy signal.
The number field is the number of busy tones the system must detect before it disconnects from the call (hangs up).
Any values entered here will display as the Outbound CID Name when making calls out this trunk. If this is left blank, the name displayed on outbound calls will match what is registered with the provider. Blank by default.
IMPORTANT: Contact your provider to determine whether
!
CID override is allowed on your specific trunk
Any numbers entered here will display as the Outbound CID number when making calls out this trunk. If this is left blank, the number displayed on outbound calls will match what is registered with the provider. Blank by default.
IMPORTANT: Contact your provider to determine whether
!
CID override is allowed on your specific trunk
This parameter is used to adjust the time spent training the echo cancellation algorithm before a call is picked up. The length of time is set in milliseconds (ms), and is set to 800 by default.
This is the default destination for the trunk. A destination is where calls from this provider will be routed to, unless a specific Direct Inward Dial (DID) is indicated. A typical destination is defined as a Menu, Extension, Schedule, Voicemail, or a Ring Group. This can also be set under the Incoming Routing page.
Relax DTMF This allows you to turn On/Off the Relax DTMF detection. Enabling this setting
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(Detection)
allows the line/channels to be more permissive of tone lengths and result in over detecting. By default this is set to No.
IMPORTANT: We recommend that this parameter is set to NO unless you are having issues. Please contact IPitomy’s
!
Technical Support Group for assistance or more information.
DTMF Tone Duration
This allows you to set the DTMF tone duration in milliseconds (ms) for generated tones generated by calls bridged to SIP devices. Default value of 300.
This allows you to enable/disable inbound routing and provides the dial plan that corresponds to the outbound routes in this Class of Service (CoS). This is Off by default.
Use Inbound CoS
IMPORTANT:
connectivity to 3rd party equipment. Please contact
!
IPitomy’s Technical Support Group for assistance or more information.
Use this only if you intend to provide PSTN
On a T1 or PRI, this is where you would configure any DID information. Only numbers or a + should be entered for a DID. Once configured, you can define a
Phone Numbers
different inbound destination for each number, allowing you to route calls to separate places. Contact your provider to find out if they are sending 4, 7, or 10 digits inbound for the DID.
Table 13 – Hardware Provider Configuration Settings and Descriptions
Add Phone Numbers to Hardware Provider
Once all the destinations are created, they will appear in a drop-down list and can be selected for updating.
STEPS:
If a DID destination is set to NONE, it will route to the default location for the trunk
itself.
1 From Channel Groups section of the Hardware Provider page, click the icon to the
right of the name you want to modify. The Edit Hardware Providers page appears.
2 The hardware trunks and their values that have already been provisioned will be
displayed. Scroll down the page to the Phone Numbers section. Enter the phone number that you want to add then click the ADD button. You can also copy and paste a list in. The list should be separated by newline characters.
3 The phone number entered will appear in the drop-down list to the right of the ADD
button. The numbers will be listed in sequential order.
4 Click on the button to save the changes to the system.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
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Remove Phone Numbers from Hardware Provider
STEPS:
1 From Channel Groups section of the Hardware Provider page, click the icon to the
right of the name you want to modify. The Edit Hardware Providers page appears.
2 Scroll down the page and click on the field to the left of the REMOVE button. Scroll
through the drop-down list to find the phone number that you want to remove.
3 Click on the desired phone number. Click on the REMOVE button to the right of the list.
The phone number is deleted and will not appear in the drop-down list.
Use the CTRL or SHIFT button to select multiple or a range of extensions from
the list.
4 Click on the
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
button to save the changes to the system.
Provisioning SIP Providers
SIP Providers are VoIP service provider accounts or other SIP-based devices that provide PSTN connectivity. SIP provider accounts can have multiple phone numbers or Direct Inward Dialing numbers (DIDs). The individual numbers can be routed to different destinations within the system as DIDs.
IMPORTANT: SIP Providers settings vary widely. To simplify the
!
provisioning process, we recommend that you ask the provider for a sample Asterisk configuration. Please contact IPitomy’s Technical Support Group for assistance.
Figure 23 – SIP Providers Configuration Main Page
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Figure 24 – Add/Edit SIP Provider Configuration Page 1
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Figure 25 – Add/Edit SIP Provider Configuration Page 2
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The following table describes the fields and functions available on the SIP Provider Configuration page:
Sections/Fields Description
SIP Provider Section
Name
User Type
DTMF Mode
RFC2833 Compensate
Host
Port
Register
Authentication
Name assigned to the SIP Provider. If given a username, this needs to match that field.
User type of the associated SIP Provider. This can be User, Friend, or Peer.
DTMF tone for the trunk. This can be Inband, rfc2833, info, or auto.
This advanced feature is sometimes necessary when using RFC2833 is problematic or if the SIP provider has indicated that it is required.
The domain or IP address associated with the SIP host.
If your SIP provider requires registration on a port other than the default 5060, set this field to Custom and enter that port value; otherwise set to Default.
NOTE: Be sure to forward this alternate port in your router or the traffic will not be passed through.
Registration option for the SIP Provider.
YES = Automatically generates based upon provided settings
NO = Doesn’t require authentication from the SIP Provider
CUSTOM =Allows for any special authentication rules required from the
SIP Provider
Authentication (previously “Authorization”) requirements for the SIP Provider.
YES = Automatically generates based upon provided settings
NO = Doesn’t require authentication from the SIP Provider
CUSTOM =Allows for any special authentication rules required from the
SIP Provider
Some providers require a different Authorization User Name than the
Authorized User
Username provided. The sample asterisk configuration from your provider will let you know if this field needs to be set to Custom; otherwise set to
Default.
From User
From Domain
The sample asterisk configuration from your provider will let you know if this field needs to be set to Custom; otherwise set as Default.
This parameter is rarely used and if needed, the SIP Domain information can be obtained from your SIP Provider
If your provider requires you to set the Realm to something other than
Realm
asterisk, set to Custom and enter the realm given; otherwise this can be set to Default.
Outbound Proxy
Username
Secret
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Enable if the SIP Provider requires you to provide a different outbound IP address, otherwise leave as Default.
Username used for Registration and Authentication.
The password used for SIP Registration and Authentication.
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Inbound Caller ID
Outbound Caller ID Name
Outbound Caller ID Number
Call Limit
This parameter should be left blank to display incoming caller ID as received. Otherwise you can override the name and number that appears to those receiving calls on the corresponding channels.
IMPORTANT: If you need to configure the system in a different way, please contact IPitomy’s Technical Support
!
Group for assistance and the proper syntax needed.
Contact us via phone at 941-306-2200 option 2 or via email at support@ipitomy.com. Additional information can be found at faq.ipitomy.com.
Enter an outbound Caller ID name that will override the Caller ID name that is displayed on outgoing calls through this provider.
!
IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk
Enter the Caller ID number that will override on outgoing calls through this provider..
!
IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk
Set to match the number of concurrent calls allowed by the SIP trunk. (Usually consistent with SIP provider subscription limit.)
Qualify
Default Destination
Dial Prefix
Area Code
Generate Ringing On Outbound Calls
Allow Outbound Caller to transfer
Allow Call Recording
Ext CID Override
Restrict CID Override?
This is the number of milliseconds (ms) the system should wait before checking to see if the SIP provider is available. Check with your provider to see what value this should be set to. Typically this can be left at the default value of 30000.
This is where all inbound calls will be routed to, unless a different specific destination is designated for DIDs on an individual basis.
Set this parameter only if the SIP Provider requires it.
This parameter is obsolete and will be removed in future releases.
This parameter should only be enabled (checked) if ringing is not provided by the SIP Provider.
Enabling this parameter allows a user to transfer a call that they originated on this trunk. Default is disabled.
If enabled (checked), this parameter allows calls to be recorded.
If enabled (checked), this parameter allow the users to set an alternate caller ID under their extension that will override the outgoing Caller ID. Default is
disabled.
!
IMPORTANT: Contact your provider to determine whether CID override is allowed on your specific trunk
This setting is used to limit an extension’s ability to override Caller ID (CID). If enabled, this allows extension CID Override only for the phone numbers defined for this provider. Default this is disabled.
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This parameter allows a mechanism to reconnecting calls midstream.
YES = if the phone type allows the re-invite feature
Can Reinvite
Send Remote Party ID
Trust Remote Party ID
Insecure
Allow Codecs
NO = if the phone type does not allow the re-invite feature
N/A = accepts the system wide default defined under PBX
SetupSIPAdvanced. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Usually not required. Leave on “N/A” unless advised differently by tech support.
Usually not required. Leave on “N/A” unless advised differently by tech support.
This parameter allows you to specify how to handle connections with peers. Explanation of the different options available on the drop-down list are:
PORT = Ignore the port number where authentication came from.
INVITE = Do not require the initial invite to authenticate.
PORT+INVITE = Do not require initial invite to authenticate and ignore
the port where the request came from.
YES – To match a peer based by IP Address only and not the port.
VERY – To allow registered hosts to call without re-authenticating.
Encodes a stream or signal for transmission. Select which codecs will be enabled for this provider. Can typically be left to defaults.
Phone Numbers Section
This is where you would configure any DID information. Only numbers or a + should be entered for a DID. Once configured, you can define a different
Phone Numbers
Table 14 – SIP Provider Configuration Settings and Descriptions
inbound destination for each number, allowing you to route calls to separate places. Contact your provider to find out if they are sending 4, 7, or 10 digits inbound for the DID.
Add New SIP Provider
The following section outlines the steps to add a new SIP Provider in the PBX system.
STEPS:
1 Click ProvidersSIP Providers. The SIP Providers page appears.
2 Click on the
3 Configure the pertinent fields per your SIP Providers instructions. See the table above
for descriptions.
4 Click on the button.
button. The Edit SIP Provider page is displayed.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
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Add Phone Numbers
The following section outlines the steps to Add phone numbers to the SIP Provider.
STEPS:
1 Click ProvidersSIP Providers. The SIP Providers page appears.
2 From the SIP Providers page, select the SIP provider link (under the Name field) or the
icon to the left of the provider you want to modify. The Edit SIP Providers page
appears.
3 Scroll down to the Phone Numbers section of the page. Enter the phone number in the
box above the ADD button then click ADD. The number enter will appear in the list to the right of the box.
4 To add multiple phone numbers at one time, press the ENTER key to move to the next
space on the list then enter the number. Click on the ADD button and all the numbers will appear in the list box (on the right). You can also copy and paste a list in. The list should be separated by newline characters.
5 Click on the button, once all the numbers have been added, to save the
changes.
6 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Remove Phone Numbers
The following section outlines the steps to remove phone numbers from the SIP Provider.
STEPS:
1 Click ProvidersSIP Providers. The SIP Providers page appears.
2 From the SIP Providers page, select the SIP provider link (under the Name field) or the
icon to the left of the provider you want to modify. The Edit SIP Providers page
appears.
3 Scroll down to the Phone Numbers section of the page. Select the number that you want
to remove from the list then click the REMOVE button. The number enter will be deleted from the list.
4 To remove multiple phone numbers, hold down the SHIFT key to select the numbers in
sequence or the CTRL key to select in random order. Click the REMOVE button to delete the numbers selected.
5 Click on the button, to save the changes.
6 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
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Set Destination
The following section outlines the steps to set a Destination for DID phone numbers.
STEPS:
1 Click ProvidersSIP Providers. The SIP Providers page appears.
2 From the SIP Providers page, select the SIP provider link (under the Name field) or the
icon to the left of the provider you want to modify. The Edit SIP Providers page
appears.
3 Scroll down to the Phone Numbers section of the page. Select the number that you want
to assign a destination. Select the desired Destination from the drop-down list then click the SET button.
4 To assign the same destination to multiple phone numbers, hold down the SHIFT key to
select the numbers in sequence or the CTRL key to select in random order. Click the desired Destination from the drop-down list the click SET button. You can also set the destinations under Call RoutingOutgoing.
5 Click on the button, to save the changes.
6 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Delete SIP Provider
The following section outlines the steps to DELETE a SIP Provider in the PBX system.
IMPORTANT: You must remove all instances of the
!
STEPS:
1 Click ProvidersSIP Providers. The SIP Providers page appears.
2 From the SIP Providers page, icon to the left of the provider you want to delete. The
SIP provider will be removed and will no longer appear on the list.
3 Click on the button, to save the changes.
4 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
SIP provider from any outbound dialing routes before you can delete it.
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DESTINATIONS
Destinations are the various places that a call can be routed to within the system. The destinations drop-down list is populated as destinations are added to the system. During system implementation, if destinations are populated first it is easier to provision the hardware trunks because all of the destinations will be available in the drop down menu. These system destinations should be obtained in advance to simplify the setup process. In most cases, there will be a menu to setup for an automated attendant. There will also be business hours to setup. We recommend that you use the IPitomy Setup Worksheet to help you gather and organize the necessary provisioning information prior to installation (see the figure below). The Setup Worksheet can be found on IPitomy’s website.
(Please refer to the “Installation Worksheet” section of this user guide for details on how to use the Setup Worksheet).
Extensions
Groups
Prompts Menus Schedules
Providers Call Routing
Figure 26 – IP PBX Data Components
Extensions: are individual extensions assigned to a telephone. When an extension is created, a
voicemail box is also created. This voicemail box is automatically the destination for an extension call which exceeds its ring time.
Groups: are groups of extensions that can have different ringing strategies and can be routed
from any trunk, another destination or dialed from an extension.
Menus: are used for creating automated attendant menus to route callers to different destinations
within the system. The voice prompt can also be used to play information like driving directions.
Conference Rooms: allow multiple users to participate in the same call. Callers can be routed to
a Conference via; direct dialing, through a DID, using an automated attendant or transferred by a person.
Voicemail Boxes: are where callers leave a message when someone is not available at an
extension. Voicemail boxes that are created separate from extensions can be used to route callers after hours or as an overflow destination. Note that in the current implementation Voicemail Boxes without an extension cannot be dialed with only the voicemail box number. You
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can enter as one leaving a message by dialing *+ box number or you can check the messages by going through the voicemail gateway or dialing 924.
Schedules: route callers to different destinations in the organization during specified times and
dates.
Branch Office: connections provide broadband access to other branch locations by dialing a
short access code followed by the extension number. Branch Extensions can also be defined as part of a branch office. These are remote extensions that can be dialed directly as though they were local extensions on your PBX. Branch Extensions also appear in drop down boxes for routing calls to specific destinations.
Extensions
Extensions define where specific people or departments can be reached in an organization. They should be setup first in the system. The following is a list of the various settings/parameters that will can be updated for each extension. The parameters you configure for the extensions will vary based on the customer’s general business practices.
General Settings
Forwarding Settings
Advanced Network Settings
Advanced Voicemail Settings
Advanced Allow Codecs Settings
Advanced Calling Permissions
Advanced Follow-Me
Add/Import Tab
The Add/Import tab allows you to create new extensions or edit existing extensions.
Use the Setup Worksheet to upload the CSV file and automatically create the Extension
information. Please refer to the Setup Worksheet section of this guide for details.
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Figure 27 – Extensions Add/Import Page
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Figure 28 – Create Extensions Page
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Sections/Fields Description
Extension Name
Email Address
Ext. #
Device Type
MAC
AutoNumber/Start At
This is the name of the person that the extension will be assigned to (using this device).
This is the user’s email address (optional)
The extension number that is assigned to this device.
This is the type of device that will be using this extension (i.e. IP550).
This is the MAC ID of the device (optional).
Selecting this option allows you to automatically number the extensions that you need to add. To use this feature, simply enter the extension number you want to start with then select (place a checkmark) the AutoNumber option.
Table 15 – Create Extension Fields and Descriptions
Add/Create Extensions
This section describes in detail how to create a new extension.
STEPS:
1 From any page of the PBX Admin system, click on the button next to the Destinations
link to expand the menu. The Destination menu opens and displays the options available.
2 Click on the Extensions link. The Extensions page opens and displays a listing of
extensions (if ones already exists).
3 Click on the box to the left of the Extensions field. This value defaults to “10”. Enter the
number of extensions you want to add and then click the ADD button.
4 The Create Extensions page appears displaying the number of rows that was specified.
Enter information for the extension in these fields. See table above for details.
You can have the system automatically number the extensions you want to create by
clicking the AutoNumber checkbox located on the top left hand corner of the Create Extensions page.
5 Click on the CREATE button when all the extension information you want to create is
entered. The system responds with a message indicating the results of adding the new extension(s). You should see a “SUCCESS” message.
6 If there is an error, you will see an “ERROR” indicated under the Results field. An error is
typically due to an extension number that is being duplicated (already existing in the system). Make the necessary adjustments to correct the error then click the CREATE button.
7 Click on the button, to save the changes.
8 Select the Apply Changes link located on the right hand corner of the page, to commit
the changes to the database.
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Search Tab
This tab allows the user to search the extensions for keywords in the fields: Class of Service, Departments, Name, Numbers, CID Names, CID Numbers, Email, or Status .This section describes in detail how to search for existing extensions.
Figure 29 – Search Extension Page
The following table describes the types of search parameters the system will perform.
Sections/Fields Description
Class of Service
Departments
Names
Numbers
CID Names
CID Numbers
Emails
Status
Match Search Filter
Table 16 – Search Extension Parameters and Description
This is the class of service that is assigned to the extension(s).
This is the department that is assigned to the extension(s).
This is the name of the user assigned to the extension(s).
This is the extension number.
The caller ID name that is associated with the extension(s).
This is the caller ID number that is associated with the extension(s).
Email address that is associated with the extension(s).
This is the status of the extension(s).
Exact – indicates that you want the search to match exactly as the search criteria that is entered.
Partial – indicates that you want to partially match the search criteria entered.
Search Extension
This section describes how to search for extensions.
STEPS:
1 From the Extensions page, click the Search Tab. The list of extensions that are in the
system appears with search options at the top section of the page.
2 Click the drop-down arrow icon next to the Class of Service list.
Select the desired search criteria then enter the parameters in the box to the right of the list then click the Search button. If the system finds any extensions matching your search parameter, it will display the information in the extensions window.
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If the field is left blank, the system will bring all the extensions.
View Tab (Extensions)
This tab allows the user to sort the display of extensions by Phone Model. Once sorted, phone key settings can be mass edited for phones of the same model. This section describes in detail how to view existing extensions.
Figure 30 – Extensions View Page
Edit or View Extension
This section describes in detail how to view or edit extension details.
STEPS:
1 Navigate to the DestinationsExtensions page.
2 Select the or the icon to the right of the extension name you want to view or edit.
The pencil edits the PBX settings and the pencil with the handset behind it edits the Phone settings.
3 The Edit Extensions page displays with setting details for the extension.
4 Make the necessary changes to the extension.
5 Click on the button to save the changes.
6 Click the Apply Changes link located at the right hand corner of the top of the page, to
commit the changes to the database.
You can edit multiple extensions by selecting (placing a checkmark in the box
next to extension name). Only the fields being changed (that is common for all extensions selected) will be modified – i.e. Status or call group, etc.).
Another shortcut that the system provides you is the Previous and Next button located on the top left corner of the Edit Extension page. Use these buttons to navigate backward or forward to find the extensions you want to view or modify.
Mass Edit PBX Extension Settings
This section describes in detail how to view or edit extension details.
STEPS:
1 From the DestinationsExtensions page, click on the View tab. A list of extensions
appears.
You can sort the list by phone model by selecting (placing a checkmark) the
Phone Model & Settings option located in the top left hand corner of the screen.
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If you are using this method, you can also Mass Edit Phone Key settings. See the section below for steps.
2 Select (place a checkmark) in the box next to the extension name(s) you want to view or
edit.
3 Click on the Edit PBX Settings button. The extension details page appears. On the top
left corner of the screen, you will see the extension numbers that you are viewing or editing.
4 Make the necessary changes to the extension settings then click on the
button to save the changes.
5 Click the Apply Changes link located at the right hand corner of the top of the page, to
commit the changes to the database.
Mass Edit Phone Key Settings
This section of the Administration Guide describes how to mass edit the key settings for extensions using the same phone model.
Figure 31 - Extensions View Tab (Mass Edit Feature)
STEPS:
1 From the DestinationsExtensions page, click on the View tab.
2 Select the Phone Models and Settings option at the top left hand corner of the list.
3 The system will display a list of the extensions in a grouping of phone types. Select the
group of phones you want to edit. A listing of all the extensions in the phone group will appear.
4 Select the box next to the name of the extensions you want to update or click on box next
to the Name field at the top of the column to select all the extensions.
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5 Click the Edit Phone Settings button. The system will take you to the Key Settings
page for the phones. At the top of the page you will see a list of all the extensions that you are updating.
6 By default, the Only Save Changed Fields option Is selected, de-select if needed.
7 Once all the changes are made, select the Save and Restart Phone button to save
changes and reboot the phones so they can pull down their updated configuration file.
Delete Extension
This section describes in detail how to delete existing extensions.
STEPS:
1 Navigate to the DestinationsExtensions page
2 Select the icon to the right of the extension name you want to Delete
3 The extension is deleted and a confirmation message will appear. Click OK on the
message window.
4 The system returns you to the Extensions page. The extension that was just deleted will
no longer appear on the list of extensions.
5 Click the Apply Changes link located at the top right hand corner of the page, to commit
the changes to the database.
Delete Multiple Extension
This section describes in detail how to delete multiple extensions.
STEPS:
1 Navigate to the DestinationsExtensions page
2 Select (place a checkmark) in the boxes next to the extension name(s) you want to
delete.
3 Click on the Delete All button. The selected extension will be removed from the list and
deleted from the database.
4 Click the Apply Changes link located at the top right hand corner of the page, to commit
the changes to the database.
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Extensions - General Settings Section
Once the extensions have been added to the database, you can edit the settings for each of the extensions.
Figure 32 – Extensions General Settings Section
Sections/Fields Description
Name
Number
Email
Status
Class of Service
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Name of the user associated with the extensions being created
Extension number for this person or department. This must be 3 to 4 digits in length
Email address for the person assigned to the extension. This will allow the system to forward email messages to the address of the person at the extension when properly configured.
Active = currently in use Disabled = currently not in use
This is the service type for the extension. When initially created, the PBX will set this to the COS you have definined as the system default class of service on the PBX SetupGeneral Page
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This is the number used to access the extensions voicemail and can be
PIN
Ring Time
Call Group
Pickup Group
Apply Schedule
CID Override
CID Name
CID Number
Detect Fax
Route Fax To
between 1 and 6 digits long. The default setting is for the PIN to be the extension number. Be sure to instruct users to change the PIN to avoid unauthorized use.
This is the time in seconds that a call will ring before it is considered unanswered. Ring time must be between 1 and 100 seconds in length.
This number assigns this extension to a group with a similar purpose (e.g., Sales or Customer Service). Multiple call groups can be assigned to each extension by putting a comma between the group numbers. The call groups also define which Pickup Groups can answer calls to this extension.
This number should match any Call Group number entered on an extension. It defines the Call Group Numbers this extension can pickup remotely by pressing 99.
When an extension is created, a schedule destination is created automatically. This schedule is not activated until the Apply Schedule box is selected. When it is selected, all calls sent directly to this extension must first pass through the extension’s schedule and will be routed accordingly. Extension schedules will appear with the name of the extension (e.g., Extension 123 would appear as “ext_123”). (See the Schedules section of this guide for more information.)
If enabled, the user will be able to override the Caller ID settings. When the user places a call, the original assigned CID will be bypassed and the name and number will that is entered in the CID Name and Number fields will be sent instead. Always check with your provider that CID override is allowed before configuring.
If the CID Override parameter is enabled, this is the Caller ID name that will be seen by the recipient when an outbound call is placed. Always check with your provider that CID override is allowed before configuring.
If the CID Override parameter is enabled, this is the Caller ID number that will be seen by the recipient when an outbound call is placed. Always check with your provider that CID override is allowed before configuring.
If checked, calls from an Analog or T1/PRI card that route direct to this extension will spend a period of time (Defined under PBX SetupGeneral) checking if the call is a fax. During this time, the PBX holds the call; if fax tone is detected, the call will be passed along to the destination defined for Route Fax To, otherwise it will pass the call to the extension after the detection time has expired.
Define where calls will be routed if fax tone is detected.
Table 17 – General Extension Settings and Descriptions
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Extensions - Forward Settings Section
The extensions forwarding settings are made to be very user friendly. The settings may be modified from the Smart Personal Console, changed from your telephone extension, or changed remotely from any telephone (including cell phones), using the touch-tone key pad.
Figure 33 – Extensions Forward Settings Section
Forward settings routes calls to a different destination. These settings can be:
Sections/Fields Description
Unconditional
Busy
No Answer
Unavailable
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Always route calls to a specific destination.
Route calls to a specific destination when the extension is in use or do not disturb is enabled.
Route calls to a specific destination when a call is not answered in the defined Ring Time
Route calls to a specific destination when a phone is turned off, is not registered with the system, or has reached its call limit (as set in the IPitomy IP PBX).
Table 18 – Extension Forward Settings and Descriptions
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Enable/Disable Forward Settings
The following outlines steps to enable or disable forward settings:
STEPS:
1 Pick the setting to be modified – Unconditional, Busy, No Answer or Unavailable.
2 Select Enabled or Disabled. Disabled turns the forward setting off. Enabled turns the
forward setting on.
3 Select either Phone Number or Destination. Phone Number allows you to enter the digits
you want dialed, like a PSTN number. Destination will bring up the standard dropdown
list of destinations in the system; Extensions, Groups, etc.
4 Enter the Phone Number or select the Destination you would like the PBX to route to
when meeting the forwarding requirements.
5 Click button to save the changes. The system returns you to the Edit
Extensions page.
6 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Change Unconditional Forwarding via Keypad
STEPS:
Only unconditional forwarding can be changed from a touch-tone keypad. Enter the following code to set the unconditional forwarding setting.
1 Dial *90 to disable forwarding.
2 Dial *91 to enable forwarding.
3 Dial *92 to set the forwarding number.
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Change Unconditional Forwarding via PC
The following outlines the steps for the end user to change the extension forwarding setting from a PC using the Smart Personal Console. The administrator will need to have enabled Allow User to control Forwarding under the extensions calling permissions.
STEPS:
1 Browse the internet to the Smart Personal Console page.
2 Login.
3 Click the
4 Enable/Disable the desired forwarding setting.
5 Select either Phone Number or Destination. Phone Number allows you to enter the digits
you want dialed, like a PSTN number. Destination will bring up the standard dropdown list of destinations in the system; Extensions, Groups, etc.
6 Enter the Phone Number or select the Destination you would like the PBX to route to
when meeting the forwarding requirements.
7 Click button to save the changes
link to access the forwarding page.
Change Forwarding Number While Away from an Extension
Only unconditional forwarding can be changed from a touch-tone keypad.
STEPS:
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1 Call into the Automated Attendant (menu).
2 Select the touch-tone digit that routes to the Forwarding Gateway.
3 The system will prompt for an Extension Number and Password.
4 The system will indicate if extension forwarding is Enabled or Disabled.
5 Pressing “1” toggles between Enabled and Disabled.
6 Pressing “2” allows the forwarding destination to be modified.
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Extensions - Advanced Settings
Extensions - Network Settings Section
Network settings automatically register in the extension through the system. These settings represent registration and identification information. The system (extension) defaults should not be changed without advanced knowledge of the behaviors of the particular settings.
Figure 34 – Extensions Advanced Network Settings Page
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Sections/Fields Description
SIP Password
Generate
Password Strength
Location
NAT
Password for the user to access IP PBX web-based administration system. Use a combination of uppercase letters, lowercase letters, and numbers.
If clicked, the system will automatically generate a password for the extension.
This color code bar indicates the strength of the password being assigned for the extension. The strengths are represented with the following colors:
This allows the user to tell the PBX whether to expect this extension to register as a local extension (LAN) or as a remote extension (WAN).
IMPORTANT: This setting should be ENABLED (checked)
!
unless otherwise instructed. Please contact an IPitomy’s Technical Support Group for assistance or more information.
HOST
Phone Type
Phone MAC
Qualify
IMPORTANT: This should be set to DYNAMIC unless
!
otherwise instructed. Please contact IPitomy’s Technical Support Group for assistance.
The phone type is a drop down list for selecting which IP phone hardware is being used on the extension. IPitomy supports Aastra phones as well as our own IP550 and IP120 phones, and will be adding additional phone types in the future. When the phone type is selected, another configuration option is available to program the button mapping of each telephone model. The IPitomy IP PBX supports a variety of pre-programmed buttons like BLF, park, voicemail, as well as custom configurable speed dial buttons. Each phone can be configured for its own unique set of buttons.
All of the IP phones have a MAC Address. The MAC ID identifies the piece of equipment for configuration. The auto configuration features of IPitomy rely on the MAC address to load the proper configuration files into the telephone when changes are made in the Web-based interface. The configuration files are stored on the IPitomy IP PBX and used when the phone powers back on after a power down cycle. If the configuration files have been updated when the phone powers back on, a new configuration is loaded into the phone. When the new configuration file is loaded, manual settings on the phone take priority and will be kept intact during the upgrade. Note that at this time only Aastra phones require and utilize the MAC address in the phone settings.
This is the interval of time between checking registration for the phone. Default is set to 8000 and should not be changed unless instructed by an IPitomy representative.
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This is where you set what kind of DTMF signaling the extension will use. The dropdown lists options are:
rfc2833
DTMF Mode
User Type
auto
info
inband
Typically you would want the DTMF type to be info on both the PBX and in the phone itself.
This is defaulted to Friend and should not be changed unless instructed to do so by an IPitomy representative.
Call Limit
Can Reinvite
Insecure
Music On Hold
This is the number of concurrent calls allowable at an extension. The Call Limit selected must be between 1 and 99. Default is set to 4. It needs to be above 0 for BLF keys to function.
This parameter allows a device to reconnect calls midstream.
YES = if the phone type allows the re-invite feature
NO = if the phone type does not allow the re-invite feature
N/A = accepts the system wide default defined in the System Setup section of the
Administration System. If the default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
This parameter allows you to specify how to handle connections with peers. Explanation of the different options available on the drop-down list are:
PORT = Ignore the port number where authentication came from.
INVITE = Do not require the initial invite to authenticate.
PORT.INVITE = Do not require initial invite to authenticate and ignore the port
where the request came from.
YES – To match a peer based by IP Address only and not the port.
VERY – To allow registered hosts to call without re-authenticating. This is the
default setting.
This setting allows the user to select a different Music On Hold playlist for their extension then the system default playlist.
Table 19 – Extensions Advanced Networking Settings and Descriptions
Edit Extensions - Network Settings
STEPS:
1 From the Edit Extensions page, locate the extension that you want to update. Click the
(edit extensions) icon to the right of the name.
You can also edit multiple extensions by selecting (placing a checkmark) in the
boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.
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You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.
2 The Extension Details page appears. Select the link to open the Advanced
Settings page.
3 Make the necessary changes in the Network Settings section of the page.
4 Click button to save the changes. The system returns you to the Edit
Extensions page.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Extensions - Voicemail Settings Section
These settings manage voicemail messaging and routing. Mailboxes created when the extension is built can either be edited on the Advanded section of the extension or on the Voicemail section under Destinations.
Figure 35 – Extensions Voicemail Settings Section
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This table describes the voicemail setting options for each extension.
Sections/Fields Description
Mailbox This is the number associated with the extension.
Select to enclose the message received in a notification e-mail as an attachment to the email address entered for the extension. An audio file (.Wav) will be the attachment. This requires for Unified Messaging to be configured on the PBX.
Attach to Email
Delete After Emailing
Turn Old After Emailing
YES = attach message to email.
NO =do not attach message to email.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Delete the voicemail after it has been emailed to the email address provided for the extension in General Settings.
YES = delete message after emailing.
NO = do not delete message after emailing.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Note: This option should not be enabled with turn old after emailing. If you enable both, the message will not be emailed but it will be deleted.
After emailing, the system moves the voicemail message to the Old folder.
YES = will move message to Old messages folder after emailing.
NO = messages will not be moved after emailing.
Note: This option should not be enabled with delete after emailing. If you enable both, the message will not be emailed but it will be deleted.
State Caller ID prior to playback of the message.
YES = play caller id prior to message content.
Say Caller ID
NO = do not play caller id prior to message content.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Allow callers to review a message after they have recorded it.
YES = give callers leaving messages the option to review and rerecord the message they are leaving.
Allow Review
NO = do not give callers the option to rerecord.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
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Allow pressing “0” during the voicemail greeting to reach the system-wide operator.
YES = allow dialing 0 from mailbox.
Allow Operator
Play Envelope Message
Auto Delete Voicemail In
Allow Dial Out Access
Exclude from Directory
Mailbox Operator
NO = disallow dialing 0 from mailbox.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Play the time of call prior to the message.
YES = enabled.
NO = disabled.
N/A = accepts the system wide default defined under PBX SetupVoicemail. If the
default setting is acceptable and works within your business, we recommend leaving the parameter set to N/A.
Define the number of days in which voicemail messages are to be automatically deleted from a mailbox. If this is set to “0” (zero) the voicemail message will never expire.
This allows the ‘Dial Out’ feature when a user is listening to their voicemail.
This indicates whether to exclude this extension from the directory.
If a caller presses “0” (zero) while listening to your mailbox greeting, the caller will be routed to this destination. Also, this is where a user will be sent if he dials ”0” from this extension. Set this to None to use the system default which is set under PBX SetupGeneral.
Mailbox Exit Destination
Edit Voicemail Settings
The following outlines the steps to set voicemail parameters.
The Mailbox Exit Destination is where the system will route a caller who presses # when they finish leaving a voicemail message. Setting this to None will use the
system default, which is set under PBX SetupGeneral.
Table 20 – Voice Mail Settings and Descriptions
STEPS:
1 From the Edit Extensions page, locate the extension that you want to update. Click the
(edit extensions) icon to the right of the name.
You can also edit multiple extensions by selecting (placing a checkmark) in the
boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.
You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.
2 The Extension Detail page appears. Select the link to open the Advanced
Settings page.
3 Make the necessary changes in the Voicemail Settings section of the page.
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4 Click button to save the changes. The system returns you to the Edit
Extensions page.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Extensions - Allow CODECs Section
These transmission speeds are configured by the service provider and designed to automatically register in the extension through the system.
Figure 36 – Extensions CODECS Settings Page
Sections/Fields Description
Allows the administrator to define which codec the extension should
CODEC Permissions (Allow CODECs)
Table 21 – Extensions CODECS Settings and Recommendations
Edit CODEC Settings
The following outlines the steps to set CODECs parameters.
use, and specify a priority from top down.
IMPORTANT:
Support Group for assistance if you feel you need to
!
change these settings.
Please contact IPitomy’s Technical
STEPS:
1 From the Edit Extensions page, locate the extension that you want to update. Click the
(edit extensions) icon to the right of the name.
You can also edit multiple extensions by selecting (placing a checkmark) in the
boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.
You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.
2 The Extension Detail page appears. Select the link to open the Advanced
Settings page.
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3 Make the necessary changes in the Allow CODECs Settings section of the page.
Clicking Up or Down when highlighting a codec will allow you to raise or lower its usage priority.
4 Click button to save the changes. The system returns you to the Edit
Extensions page.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Extensions Calling Permissions Section
Calling permissions define the types of calls that can be sent and received from an extension and the call actions this extension can take. For example, you may want to limit who has the ability to monitor another extension.
Figure 37 – Extensions Calling Permissions Section
The following table describes the settings for an extension’s calling permissions.
Sections/Fields Description
Allow User to Control Forwarding
Allow User to Control Follow-Me
Allow User to Control Phone Key Settings
Internal Calls
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If Enabled (checked), this allows the user to modify their forwarding and schedule settings when they log into the Smart Personal Console user interface.
If Enabled (checked), this allows the user to modify their Follow-Me settings when they log into the Smart Personal Console user interface.
If Enabled (checked), this allows the user to modify their Phone Key settings when they log into the Smart Personal Console user interface.
If Enabled (checked), this permits calls made from internal extensions.
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Allow Incoming Intercom Paging
Allow Outgoing Intercom Paging
Allow User to Forward Calls
Allow User to Record Calls
Allow user to Listen to Others’ Calls
Allow User to Whisper
Allow Others to Whisper
Allow Others to Listen
Allow Others to Record this User’s Calls
If Enabled (checked), this permits a page to be heard through this extension.
If Enabled (checked), this permits a page to be made through this extension.
If Enabled (checked), this permits an extension to forward a call or voicemail message to another destination on the system.
If Enabled (checked), this permits the extension to record phone conversations.
If Enabled (checked), this allows the user to listen to other user’s phone conversations.
If Enabled (checked), this allows the user to whisper to another user during a phone conversation. Whisper is similar to Listen but you can coach and only the person at the extension can hear.
If Enabled (checked), other extensions can Whisper to your extensions calls
If Enabled (checked), other extensions can Listen to your extensions calls
If Enabled (checked), other extensions can Record calls at your extension
Allow Call Park
Is Operator
Add/Edit Calling Permissions
The following outlines the steps to set calling permissions for extensions.
If Enabled (checked), this permits extension to park a call.
If Enabled (checked), the extension is designated as an operator. Being an operator allows the extension to control Day/Night mode overrides.
Table 22 – Calling Permission Settings and Descriptions
STEPS:
1 From the Edit Extensions page, locate the extension that you want to update. Click the
(edit extensions) icon to the right of the name.
You can also edit multiple extensions by selecting (placing a checkmark) in the
boxes to the left of the extensions you want to update. Click the Edit PBX Settings button located at the top right hand corner of the list.
You will see the extensions that are currently being updated. Make sure that the “Only save the changed fields” box is selected.
2 The Extension Detail page appears. Select the link to open the Advanced
Settings page.
3 Make the necessary changes in the Calling Permissions section of the page.
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4 Click button to save the changes. The system returns you to the Edit
Extensions page.
5 Click the Apply Changes link located on the right hand corner of the page, to commit the
changes to the database.
Extensions - Follow-Me Section
The Follow Me feature allows the PBX to try and find a user by calling pre-configured numbers, simultaneously or in sequence of priority. Once answered, the called party is given the option to accept or reject the call. If the call is rejected, or not answered at all, the call will return to the PBX allowing the caller to leave a Voice Mail message.
Figure 38 – Extensions Advanced Settings Follow Me Setup Page
From this window it is easy to configure numbers to be dialed by the system in order to find the user. You can adjust the Name, Number (Number to be dialed), Type of Device that is being called, Rings to wait for an answer, and you can weight the priority from 1-20 (20 being lowest 1 being highest) to define search order.
The Use radio box allows you to easily turn on and off numbers to be dialed. Since the SPC can be accessed via remote management, this allows the users to modify and create these lists from remote locations easily. The following table details the parameters and descriptions necessary to configure the Follow-Me feature.
The system also allows you to record your own Prompts (recordings) under PBX SetupPrompts, and then use
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those prompts as custom messages for FollowMe feature.
Sections/Fields Description
Play the Incoming Message to Caller before Starting Search
Record the Caller’s Name and Play it to You
Play the Unreachable Message if You Could Not Be Found
Number of Seconds to Total Search Time so Caller Has Time to Listen & Record
Call From Prompt
No Recording Prompt
Options Prompt
When Enabled (checked), the system plays the Status Prompt to the caller.
When Enabled (checked), the caller will be asked to record their name, and will announce that recorded name prior to prompting the called party to accept or reject the call.
When Enabled (checked), this will play the Sorry Prompt if the call is not answered, otherwise it goes right to the voicemail greeting.
This allows you to configure how many seconds the system will spend searching for the called party. Default is 12 seconds.
This plays when Record the Caller’s Name and Play it to You is
enabled (checked). The system default message is “Incoming Call From” followed by the recording the caller made of their name.
This plays when Record the Caller’s Name and Play it to You is disabled (not checked). The system default message of “You have
an incoming call” followed by the Options Prompt.
This plays after you have answered the call and prompts you to press either “1” to accept the call or “2” to reject the call. The system default message can be changed, but the options remain the same.
This plays to the caller alerting them that the system is going to find the user they are trying to reach. The system default message of
Please Hold Prompt
“Please hold while I try to locate the person you are calling” will
play during the search process.
This plays the system default message of “The person you are
Status Prompt
calling is not at their desk, I will try to locate them for you”.
This plays if the person could not be reached or they reject the call.
Sorry Prompt
The system default message of “I’m sorry, but I was unable to locate the person you were calling”.
This allows you to specify a particular Music On Hold playlist to play to the caller during the search process. The system default Music on
Music On Hold
Hold (set at PBX SetupMusic on Hold) will play when this parameter is set to system default.
If selected (checked), the Follow Me feature will try to either
Numbers
simultaneously or in sequence of priority to try and locate you by using this call list.
Table 23 – Extensions Follow Me Settings and Descriptions
Add/Edit Follow Me Settings
The following outlines the steps to set calling permissions for extensions.
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STEPS:
1 From the Edit Extensions page, locate the extension that you want to update. Click the
(edit extensions) icon to the right of the name.
2 The Extension Detail page appears. Select the link to open the Advanced
Settings page.
3 Click on the Numbers and Settings button under the Follow-Me section of the
Advanced page.
4 The Administrator View – Follow-Me Settings/Extensions window appears.
5 Make the necessary changes in the Follow-Me parameters. Click on the SAVE button to
save the changes to the Follow-Me settings. A message confirming the changes will appear.
6 Click the EXIT button to close the window.
7 Click button to save the changes. The system returns you to the Edit
Extensions page.
8 Click the Apply Changes link located at the right hand corner of the top of the page, to
commit the changes to the database.
Provisioning - Auto-Discovery Tab
This network discovery tool will automatically detect new devices that have been added to the network. This feature helps identify phones and other devices connected to the network and allow you to configure networked phones. The IP PBX system provides you with the option to either scan the network, or if a scan has been done recently, you could select No Scan to save time.
Figure 39 – Extensions Auto-Discovery Tab
Start Auto-Discovery Scan
This section describes how to start the Auto-Discovery scan for active devices on the network.
STEPS:
1 From the DestinationExtensions page, click the Auto-Discovery Tab.
2 Select to either Scan or Not Scan the network and an Alert message indicating that the
system is scanning the network for active devices appears.
3 Once the scanning process is complete, the system will display a list of active devices
and assigned values such as IP Address, Device Type, Status, etc. Devices that appear
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on this list may be selected for editing. By default, the PBX will only display IPitomy and Aastra devices. Filter options can be modified to change display other devices.
If you click the refresh-view more than once within a short time period, the network is
not rescanning. The minimum time period allowed between scans is indicated under the Advanced Settings (Min Refresh Interval).
The network is only scanned for new information when you click REFRESH. Both REFRESH and FILTER ONLY apply whatever filters you have chosen to the displayed list.
List of Devices & Extensions
The list of discovered network devices comes from two sources:
Network
PBX Database
Figure 40 – Auto-Discovery Device Color Legend
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The following table describes the status of devices that will appear once an Auto-Discovery scan is completed.
Sections/ Fields Description
This field indicates that extension that is assigned to the device (phones). Clicking
Assigned
Device
Status
on the box to the left of this field allows you to select it for editing.
The Device column lists info about the device. Database info is preferred, so if a device is set to a certain phone type in the database, this is listed instead of the actual device type.
This is the status of the device. If the status field is blank, this indicates that the device was not found on the network.
NOTE: Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “Online” status.
Hovering the mouse over this icon will provide device information. See Figure 43 for an example of the data that can be viewed.
MAC Address
IP Address
This is the MAC Address assigned to the device.
This is the IP Address assigned to the device.
Table 24 – Auto-Discovery Scan Details
Device Information
To view detail information for a specific device, hover your cursor over the information icon to obtain details about the network device or phone. This can be an important source of information about which phones are available for live configuration.
Figure 41 – Auto- Discovery Device Values
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Edit Selected Tab
The IP PBX system offers many ways to configure devices. This section describes an optional method using the Auto-Discovery feature.
Figure 42 – Auto-Discovery Edit Selected Functions
The following table describes the fields and functions available on the Edit Selected Tab of the Auto-Discovery page:
Fields Description Commands
Phone?
Create
Assign
Unassign
Unassign & Default
Create new extensions for selected phones. You can upload extension details in a file or manually enter information.
Assign existing extensions to selected phones.
Removes the configuration file for the phone and all association between the extension and the phone.
Same as Unassign but also sends a Factory Default instruction to the phone.
NO
NO
NO
YES
Table 25 – Auto-Discovery Edit Selected Tab Functions and Descriptions
Create, Assign and Configure Phone
The following outlines steps to create, assign and configure a device.
IMPORTANT:
!
DEFAULTED state.
IPitomy recommends using the CSV upload file and the IP550 phone type which will help to simplify the setup and auto configuration process.
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This assumes that the phones are in a FACTORY
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STEPS:
1 From the ExtensionsDestinationsAuto-Discovery page, click the Edit Selected
tab.
2 Place a check mark next to the phones you wish to use when creating the extensions
3 Click the Create button.
4 Enter the new extension information. The MAC addresses of the selected phones will be
populated so you have a reference as to what phones you are creating the extensions for.
5 Click the “Create” button. If successful, Click “Return to Extensions
6 Click the Apply Changes link located at the right hand corner of the top of the page, to
commit the changes to the database.
7 Click the “Auto-Discovery” button and you will note the newly created extensions are
now assigned to the phones that were checked.
8 Check the boxes next to the phones that you just created extensions for.
9 Click the Commands Tab.
10 Click on the Configure & Restart button to provision the phones.
View Settings Tab
Filtering does not change how the network scanning is performed. It only limits the list of items displayed. This means that if you only want to change filters it is not necessary to re-scan the network. All of the network information from the last network scan is retained and used by filters.
Figure 43 – Auto-Discovery View Settings Page
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Sections/Fields
Select All, None, Invert
Refresh
Filter Only
Advanced Filter Settings
Check or uncheck multiple checkboxes with the click of a button.
Scan the network for devices. Scanning is done using the settings in Advanced Scan Settings. The scan results displayed depend on the active filters,controlled via Advanced Filter Settings.
Displays results of the last network scan after applying the filters set in Advanced Filter Settings.
Table 26 – Auto-Discovery Functions and Descriptions
Description Commands
Phone
NO
NO
NO
Figure 44 – Auto-Discovery Advanced Filter Settings
Sections/Fields Description
This allows you to set what order items are listed. Hover your cursor over
Sort Order
Hide
Filter Patterns
Filter by Type
the help icon next to the Sort Order fields for options.
Allows you to hide different status types from view.
Allows you to either enter a partial MAC or IP here. The only system criterion is that the pattern must match from the first character onward. i.e. “000D” would match “000DE” but not “A000DE”.
Full Regular Expression Matching is supported when you enclose your search pattern in double quotes. Some Examples are:
Pattern 1.2.3 = ^1\.2\.3
Pattern “1\.2\.3.*” = 1\.2\.3.*
You can select multiple device types to filter by. Auto-Discovery is aware of MAC address ranges used by many popular networked devices. Although this is not the only way Auto-Discovery identifies devices, this allows the tool to identify and filter devices by type.
Only IPitomy devices and Aastra phones are shown by default
because they are set in the Filter by Type.
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Table 27 – Advanced Filter Settings and Descriptions
Advanced Scan Settings
Changes to Scan Settings are kept when you click the GUI ‘Refresh’ button. Clicking on your browser’s refresh button will discard changes. For the most part these settings can remain unchanged and all will function as needed.
Figure 45 – Auto-Discovery Advanced Scan Settings Page
Sections/Fields Description
Minimum number of seconds required between fresh network scans. If
Min Refresh Interval
Maximum wait
Packet Count
you attempt to scan the network more often than this you only get results stored from a previous scan.
Maximum number of seconds to wait for all packets to return.
Number of packets to send
Transmission interval between packets. Only meaningful when Packet
TX Interval
Count is greater than 1. Minimum allowed value is 0.2
Divide scanning range into batch jobs. Jobs are run sequentially. Each
Batch Size
job will have at most <Batch Size> pings running in parallel at a time. The special value 255 means run all pings as one big job.
Network address with last octet reserved for From and To range.
Network
From
Example: 192.168.1.x
Start number for last octet of network address.
To
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End number for last octet of network address.
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Send Wakeup ping before Survey Ping
Some devices are slow to respond to the first ping they receive but have faster response times afterwards.
if…
Maximum seconds to wait for basic phone web interface to signal that
Port 80 Ping Wait
Command Wait
it is alive. Rarely used.
Maximum seconds to wait for most commands.
Phone’s Web User Name & Password may have to be specified if the
User and Password
phone is not using factory default settings for these items. When these fields are blank Auto-Discovery uses default settings.
Maximum seconds to wait for the phone to signal completion of a
Factory Default Wait
Factory Default.
The ‘Reset’ button will return all Scan Settings to original default
Reset
values.
Table 28 – Auto-Discovery Advanced Scan Settings and Descriptions
Commands Tab
The IP PBX system offers many ways to configure devices. This section describes an optional method using the use Auto-Discovery feature.
Figure 46 – Auto-Discovery Command Functions Page
Sections/ Fields Description Commands
Factory Default
Restart
Sends a Factory Default and restarts the phone.
Sends a Restart instruction to the phone.
Instructs phone to set TFTP server to the Server IP specified
Configure & Restart
under Advanced Settings. Then the phone is commanded to restart, which will result in pulling down configuration files and firmware files if there are updated ones present.
Assign, Configure & Restart
Combines the functions of the Assign button with the Configure & Restart button.
Table 29 – Auto-Discovery Command Settings and Descriptions
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YES
YES
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Factory Default Phone
STEPS:
Troubleshooting Network Scanning Problems
Scan settings have been configured to work in a standard one subnet network environment. More complicated environments may require further tuning. The most useful setting is ‘Maximum wait’. However noisy environments will require increasing the packet Count and TX interval.
STEPS:
To tune scanning for your network:
1 From the ExtensionsDestinations page, click the Auto-Discovery Tab.
2 Click the “Auto-Discovery” button, choosing to scan or not scan the network as needed.
3 Click (placing a checkmark) on the boxes next to phones you wish to default.
4 From the Auto-Discovery page, click on the Command tab. Click the “Factory Default
button. Wait long enough for the phones to default and restart. This could be anywhere from 30 seconds to 2 minutes for each phone, depending on the model. The phones will set themselves back to factory default and reboot during this period.
1 From the ExtensionsDestinationAuto-Discovery page, click on Advanced Scan
Settings link.
2 Increase the ‘Maximum Wait’ setting by a few seconds.
3 Click the GUI ‘Refresh’ button.
More specific tuning will require knowledge of your network and diagnostic tools like
Ping.
Phones that are in the process of restarting, turned-off, or operating on a different network during a network scan will not be in an “Online” status.
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Auto Provisioning Phone Settings from Actual Device
The remainder of the configuration is done via the Phone interface, and will only work with IPitomy phones.
STEPS:
1 Create an extension, setting the Device to either IP550 or IP120, depending on what
IPitomy phone you intend to register to the extension.
IMPORTANT:
make sure that the “Auto-Provisioning” parameter is RUNNING. This
!
can be done in PBX SetupGeneral option of the system.
To configure the phone using the auto provisioning,
2 From your phone, select the Menu button to start Auto-Provisioning then select Option 7:
SIP Settings (you can do this without using the scroll keys by just pressing Menu then 7).
3 It will prompt you for the Admin password. Enter the default password “1234” then press
the Enter softkey (IP550) or the OK button (IP120)
4 Select Option 8: Auto Prov.
5 Select “YES” when the Autosearch PBX prompt appears.
6 Enter either the extension number of the extension that has been created.
7 Press the Done softkey (IP550) or the OK button (IP120) and the phone will run through
the process of downloading its configuration file, updated firmware file, etc.
Edit Phone Settings
The settings for each individual device (phone) can be configured in the IP PBX system. The following outlines the steps to modify the phone settings from the IP PBX system.
View Phone Settings
Figure 47 – Extension Listing
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Edit Phone Settings
Figure 48 – Edit Phone Settings Page
Sections/ Fields Description
Settings for Top Section of the Phone Setting
Settings for Bottom Section of the Phone Setting
Type
Label
Value
Many phone models have multiple areas where you can set keys. The TOP section typically refers to the keys around the LCD screen, or Soft keys.
Many phone models have multiple areas where you can set keys. The BOTTOM section typically refers to the Programmable keys. See Appendix 1 for details on key types.
Key type determines what function a key performs. A dropdown list shows which key types are available to the phone model you are working with.
This is the label associated with this key. If configured for a key around the LCD screen, this is what will display.
The value completes a key’s function. It may contain a number to dial special codes or allow you to select an extension from a dropdown list. Most key types do not require you to enter a value. For example, the Voicemail key does not require a value because the System Administrator determines it for the end user.
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Only necessary when configuring Soft Keys around the LCD screen. When checked, the key in question will display when the phone is in the states defined:
Key State
Idle – No current call activity Connected – A call is connected Outgoing – A call is being placed from the extension Incoming – A call is ringing the extension
Table 30 – Edit Phone Settings and Descriptions
STEPS:
1 From the ExtensionsDestination page, find the extension you want to edit.
2 Click on the
page appears.
3 Make the necessary changes to the settings for the phone the click the Save & Restart
Phone button.
4 The PBX will update the configuration file and reboot the phone so that it can download
the updated information for the keys.
icon to the right of the extensions name. The Edit Phone Settings
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