Patton SIPxNano Getting Started Guide
For Quick
Start Installation
SIPxNano
IP-PBX Server
Getting Started Guide
Important
This is a Class A device and is intended for use in a light industrial environment. It is not intended nor approved for use in an industrial
or residential environment.
Sales Office: +1 (301) 975-1000
Technical Support: +1 (301) 975-1007
E-mail: support@patton.com
WWW: www.patton.com
Document Number: 09407U1-001, Rev. B
Part Number: 07MSIPxNANO-GS
Revised: June 13, 2007
Patton Electronics Company, Inc.
7622 Rickenbacker Drive
Gaithersburg, MD 20879 USA
Tel: +1 (301) 975-1000
Fax: +1 (301) 869-9293
Support: +1 (301) 975-1007
Web: www.patton.com
E-mail: support@patton.com
Trademark Statement
The term SIPxNano are trademarks of Patton Electronics Company. All other trademarks presented in this document are the property of their respective owners.
Copyright © 2007, Patton Electronics Company. All rights reserved.
The information in this document is subject to change without notice. Patton Electronics assumes no liability for errors that may appear in this document.
Important Information
To use virtual private network (VPN) and/or AES/DES/3DES encryption capabilities
with the SIPxNano, you may need to purchase additional licenses, hardware, software,
network connection, and/or service. Contact sales@patton.com or +1 (301) 975-1000
for assistance.
Warranty Information
The software described in this document is furnished under a license and may be used
or copied only in accordance with the terms of such license. For information about the
license, go to www.patton.com .
Patton Electronics warrants all SIPxNano components to be free from defects, and
will—at our option—repair or replace the product should it fail within one year from
the first date of the shipment.
This warranty is limited to defects in workmanship or materials, and does not cover
customer damage, abuse or unauthorized modification. If the product fails to perform
as warranted, your sole recourse shall be repair or replacement as described above.
Under no condition shall Patton Electronics be liable for any damages incurred by the
use of this product. These damages include, but are not limited to, the following: lost
profits, lost savings and incidental or consequential damages arising from the use of or
inability to use this product. Patton Electronics specifically disclaims all other warranties, expressed or implied, and the installation or use of this product shall be deemed
an acceptance of these terms by the user.
Summary Table of Contents
1 General Introduction....................................................................................................................................... 6
2 Setting Up the SIPxNano ................................................................................................................................9
3 Users.............................................................................................................................................................. 14
4 Devices .......................................................................................................................................................... 25
5 Features ......................................................................................................................................................... 40
6 System ........................................................................................................................................................... 56
7 Diagnostics.................................................................................................................................................... 73
8 Voicemail....................................................................................................................................................... 78
9 Contacting Patton for assistance ................................................................................................................... 83
A Session Initiation Protocol (SIP) .................................................................................................................. 86
B Firewalls and NAT ........................................................................................................................................ 95
C Configuration APIs .................................................................................................................................... 100
D Compliance information ............................................................................................................................ 111
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Table of Contents
Summary Table of Contents ........................................................................................................................... 1
Table of Contents ........................................................................................................................................... 1
List of Figures ................................................................................................................................................. 1
List of Tables .................................................................................................................................................. 1
About this guide ............................................................................................................................................. 2
Audience................................................................................................................................................................. 2
Structure................................................................................................................................................................. 2
Precautions ............................................................................................................................................................. 3
Safety when working with electricity .................................................................................................................4
General observations .........................................................................................................................................4
Typographical conventions used in this document.................................................................................................. 5
General conventions .........................................................................................................................................5
1 General Introduction....................................................................................................................................... 6
Welcome .................................................................................................................................................................7
Factory defaults .......................................................................................................................................................7
GUI Defaults ....................................................................................................................................................7
Hardware included ..................................................................................................................................................8
What you will need .................................................................................................................................................8
About the NanoServ................................................................................................................................................8
2 Setting Up the SIPxNano ................................................................................................................................9
Introduction..........................................................................................................................................................10
Before you begin... ..........................................................................................................................................10
Configuring and Running the Reset Script............................................................................................................11
Accessing the system..............................................................................................................................................11
Configuration Overview........................................................................................................................................12
Users ...............................................................................................................................................................12
Devices ...........................................................................................................................................................12
Features ..........................................................................................................................................................13
System Settings ...............................................................................................................................................13
Diagnostics .....................................................................................................................................................13
Voicemail ........................................................................................................................................................13
3 Users.............................................................................................................................................................. 14
Overview ...............................................................................................................................................................15
Users .....................................................................................................................................................................15
Adding Users ..................................................................................................................................................16
User IDs ....................................................................................................................................................17
Extensions .................................................................................................................................................18
Aliases .......................................................................................................................................................19
Permissions ...............................................................................................................................................20
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Editing users ...................................................................................................................................................21
Filtering users ..................................................................................................................................................21
Deleting users .................................................................................................................................................21
More Actions ..................................................................................................................................................21
User Groups ..........................................................................................................................................................22
Adding User Groups .......................................................................................................................................23
Adding Users to a User Group ........................................................................................................................23
Editing User Groups .......................................................................................................................................23
Deleting User Groups .....................................................................................................................................23
Moving User Groups ......................................................................................................................................23
Extension Pool ......................................................................................................................................................24
4 Devices .......................................................................................................................................................... 25
Overview ...............................................................................................................................................................26
Phones...................................................................................................................................................................26
Adding phones ................................................................................................................................................27
Editing phones ................................................................................................................................................28
Adding lines to an existing phone ..............................................................................................................28
Filtering phones ..............................................................................................................................................30
Deleting phones ..............................................................................................................................................30
Restarting phones ............................................................................................................................................30
Phone Groups .......................................................................................................................................................31
Adding Phone Groups ....................................................................................................................................32
Editing Phone Groups ....................................................................................................................................33
Deleting Phone Groups ..................................................................................................................................34
Moving Phone Groups ....................................................................................................................................34
Gateways ...............................................................................................................................................................35
Adding gateways .............................................................................................................................................35
Editing gateways .............................................................................................................................................36
Deleting gateways ...........................................................................................................................................37
Files.......................................................................................................................................................................38
Adding files .....................................................................................................................................................38
Editing files .....................................................................................................................................................38
Deleting files ...................................................................................................................................................39
Device Profiles.......................................................................................................................................................39
5 Features ......................................................................................................................................................... 40
Overview ...............................................................................................................................................................41
Auto Attendants ....................................................................................................................................................41
Adding auto attendants ...................................................................................................................................42
Editing auto attendants ...................................................................................................................................44
Deleting auto attendants .................................................................................................................................44
Adding auto attendants to Dial Plans ..............................................................................................................44
Setting the Special Auto Attendant .................................................................................................................47
Intercom................................................................................................................................................................48
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Configuring intercom .....................................................................................................................................48
Using intercom ...............................................................................................................................................48
Hunt Groups.........................................................................................................................................................49
Adding hunt groups ........................................................................................................................................49
Editing hunt groups ........................................................................................................................................50
Deleting hunt groups ......................................................................................................................................50
Call Park ...............................................................................................................................................................51
Adding Call Park Extensions ...........................................................................................................................51
Editing Call Park Extensions ...........................................................................................................................52
Using Call Park Extensions .............................................................................................................................53
Deleting Call Park Extensions .........................................................................................................................53
Recording .WAV Files (Windows OS) ............................................................................................................53
Music on Hold......................................................................................................................................................55
6 System ........................................................................................................................................................... 56
Overview ...............................................................................................................................................................57
Dial Plans..............................................................................................................................................................57
Adding dial rules .............................................................................................................................................58
Editing and deleting dial rules .........................................................................................................................58
Activating dial rules .........................................................................................................................................59
Setting up emergency routing .........................................................................................................................59
Permissions............................................................................................................................................................60
Adding permissions .........................................................................................................................................60
General..................................................................................................................................................................61
SIP Parameters ................................................................................................................................................61
Voice Mail ......................................................................................................................................................62
Call Pickup .....................................................................................................................................................63
Presence Server ................................................................................................................................................64
Logging ...........................................................................................................................................................65
Call Detail Records (CDRs) ............................................................................................................................66
Import...................................................................................................................................................................67
Importing CSV files ........................................................................................................................................67
LDAP....................................................................................................................................................................68
Configuring the LDAP server .........................................................................................................................68
Import LDAP .................................................................................................................................................69
Backup ..................................................................................................................................................................70
Performing a backup .......................................................................................................................................70
Scheduling backups .........................................................................................................................................71
Restoring the system .......................................................................................................................................71
Domain.................................................................................................................................................................72
Managing domain ...........................................................................................................................................72
Domain aliases ................................................................................................................................................72
7 Diagnostics.................................................................................................................................................... 73
Overview ...............................................................................................................................................................74
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Registrations..........................................................................................................................................................74
Viewing registrations .......................................................................................................................................74
Job Status ..............................................................................................................................................................75
Viewing the job status log ...............................................................................................................................75
Clearing the job status log ...............................................................................................................................75
Services..................................................................................................................................................................76
Snapshot................................................................................................................................................................77
8 Voicemail....................................................................................................................................................... 78
Overview ...............................................................................................................................................................79
Accessing the Voicemail webpage ..........................................................................................................................79
Managing Voicemail Messages ..............................................................................................................................79
Listening to messages ......................................................................................................................................80
Moving messages ............................................................................................................................................80
Deleting messages ...........................................................................................................................................80
Editing messages .............................................................................................................................................80
Editing Voicemail Preferences ...............................................................................................................................81
Manage Folders ...............................................................................................................................................81
To add a folder ..........................................................................................................................................81
To delete or edit a folder ...........................................................................................................................81
Manage Greetings ...........................................................................................................................................81
To play a greeting ......................................................................................................................................81
To make a greeting active ..........................................................................................................................81
To record a greeting ..................................................................................................................................81
Manage Distributions .....................................................................................................................................82
To add a distribution list ...........................................................................................................................82
Manage Notifications ......................................................................................................................................82
9 Contacting Patton for assistance ................................................................................................................... 83
Introduction..........................................................................................................................................................84
Contact information..............................................................................................................................................84
Patton support headquarters in the USA .........................................................................................................84
Alternate Patton support for Europe, Middle East, and Africa (EMEA) ..........................................................84
Warranty Service and Returned Merchandise Authorizations (RMAs)...................................................................84
Warranty coverage ..........................................................................................................................................84
Out-of-warranty service .............................................................................................................................85
Returns for credit ......................................................................................................................................85
Return for credit policy .............................................................................................................................85
RMA numbers ................................................................................................................................................85
Shipping instructions ................................................................................................................................85
A Session Initiation Protocol (SIP) .................................................................................................................. 86
Overview ...............................................................................................................................................................87
SIP Messages .........................................................................................................................................................87
Methods ..........................................................................................................................................................88
Response Codes ..............................................................................................................................................89
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Message Headers .............................................................................................................................................90
Sample SIP Message ........................................................................................................................................90
Message Flow Examples ..................................................................................................................................90
Call setup ..................................................................................................................................................91
Call teardown ............................................................................................................................................91
Successful blind transfer ............................................................................................................................91
Successful consultative transfer ..................................................................................................................92
SIP URLs ........................................................................................................................................................92
SIP Transactions....................................................................................................................................................93
SIP Sessions...........................................................................................................................................................93
SIP Calls................................................................................................................................................................93
Caller ID ...................................................................................................................................................93
System Components..............................................................................................................................................94
B Firewalls and NAT ........................................................................................................................................ 95
Working with Firewalls and NAT .........................................................................................................................96
Configure the firewall............................................................................................................................................96
Recording the external IP address ....................................................................................................................96
Opening VoIP ports .......................................................................................................................................96
Configure a Phone.................................................................................................................................................97
Identifying the external IP address ..................................................................................................................97
PHONESET_EXTERNAL_IP_ADDRESS .............................................................................................97
Setting the SIP port ...................................................................................................................................97
Setting the RTP/RTCP ports ....................................................................................................................97
Work with a Firewall with NAT............................................................................................................................98
Work with a Proxy Firewall...................................................................................................................................99
Configuring phones for a SIP firewall proxy ....................................................................................................99
Using HTTP proxy settings ............................................................................................................................99
C Configuration APIs .................................................................................................................................... 100
SIPxNano Configuration APIs ............................................................................................................................101
Install the APIs ....................................................................................................................................................101
Core classes and operations..................................................................................................................................102
Add User .......................................................................................................................................................102
Edit User ......................................................................................................................................................103
Delete User ...................................................................................................................................................104
Add Device ...................................................................................................................................................104
Edit Device ...................................................................................................................................................106
Delete Device ................................................................................................................................................107
Assign Device to a User .................................................................................................................................107
Unassign Device from a User .......................................................................................................................108
Resync data sets .............................................................................................................................................108
Send all profiles .............................................................................................................................................108
Send all profiles to a specified user ................................................................................................................109
Preparing source data...........................................................................................................................................109
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Sample code ........................................................................................................................................................110
D Compliance information ............................................................................................................................ 111
Compliance .........................................................................................................................................................112
EMC .............................................................................................................................................................112
Safety ............................................................................................................................................................112
Radio and TV interference ..................................................................................................................................112
CE Declaration of Conformity ............................................................................................................................112
Authorized European Representative ...................................................................................................................112
List of Figures
1 Rear panel of the SIPxNano (Model 6075 shown) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 SIPxNano homepage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3 Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4 Adding a new user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
5 User Groups main screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
6 Configuring the extension pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
7 Phones main screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
8 Adding a new phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
9 List of phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
10 Adding a line to a phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
11 Phone lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
12 Phone Groups main screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
13 Adding a phone group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
14 Phone model groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
15 Editing a phone group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
16 Adding a gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
17 Caller ID Details for SIP Trunk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
18 Adding a device file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
19 Sending profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
20 Adding an auto attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
21 Adding a dialing rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
22 Editing the auto attendant dialing rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
23 Setting up the holiday attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
24 Activating dial plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
25 Setting up the special auto attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
26 Configuring the intercom feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
27 Adding a hunt group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
28 Adding a call park extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
29 Windows Sound Recorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
30 Properties for sound . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
31 Sound Selection properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
32 Configuring Music on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
33 Add dialing rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
34 Emergency dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
35 Adding a permission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
36 SIP Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
37 Voicemail settings in the General menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
38 Call pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
39 Presence server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
40 Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
41 Call Detail Records (CDR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
42 Importing CSV files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
43 LDAP Server link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
44 Import LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
45 Backing up system files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
46 Successful backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
47 Managing the domain name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
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48 Adding a domain alias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
49 Registrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
50 Job Status log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
51 SIPxNano Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
52 Snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
53 Successful snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
54 Voicemail inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
55 Sample SIP Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
56 Call setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
57 Call teardown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
58 Successful blind transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
59 Successful consultative transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
List of Tables
1 General conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2 User IDS and SIP URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3 Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4 Outbound Authorization Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
5 Default Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
6 LDAP Mapping Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
7 SIP Methods and Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
8 Supported Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9 Response codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
10 Message Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
11 SIP System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
12 Parameter settings for certain phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
13 Core Operations: Add User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
14 Core Operations: Edit User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
15 Core Operations: Delete User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
16 Core Operations: Add Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
17 Core Operations: Edit Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
18 Core Operations: Delete Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
19 Core Operations: Assign Device to a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
20 Core Operations: Unassign Device from a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
21 Core Operations: Send all profiles to a specified user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
1
About this guide
This guide describes the SIPxNano hardware, installation and basic configuration.
Audience
This guide is intended for the following users:
• Operators
• System administrators
• Network engineers
Structure
This guide contains the following chapters and appendices:
• Chapter 1, “General Introduction” on page 6 provides information about hardware and factory defaults.
• Chapter 2, “Setting Up the SIPxNano” on page 9 contains information on setting up the SIPxNano.
• Chapter 3, “Users” on page 14 explains how to set up users and user groups.
• Chapter 4, “Devices” on page 25 provides information on setting up devices.
• Chapter 5, “Features” on page 40 contains an overview of setting up and configuring features.
• Chapter 6, “System” on page 56 contains information about system settings.
• Chapter 7, “Diagnostics” on page 73 explains diagnostic functions.
• Chapter 8, “Voicemail” on page 78 provides information about using voicemail.
• Chapter 9, “Contacting Patton for assistance” on page 83 contains information on how to contact Patton
for assistance with the SIPxNano.
• Appendix A, “Session Initiation Protocol (SIP)” on page 86 contains an overview of SIP.
• Appendix B, “Firewalls and NAT” on page 95 provides information on firewalls and NAT.
• Appendix C, “Configuration APIs” on page 100 describes Configuration APIs.
For best results, read the contents of this guide before you install the server.
2
3
CAUTION
WARNING
SIPxNano IP-PBX Getting Started Guide
Precautions
Notes, cautions, and warnings, which have the following meanings, are used throughout this guide to help you
become aware of potential problems. Warnings are intended to prevent safety hazards that could result in personal injury. Cautions are intended to prevent situations that could result in property damage or
impaired functioning.
Note
IMPORTANT
CAUTION
WARNING
A note presents additional information or interesting sidelights.
The alert symbol and IMPORTANT heading calls attention to
important information.
The alert symbol and CAUTION heading indicate a potential hazard. Strictly follow the instructions to avoid property damage.
The shock hazard symbol and CAUTION heading indicate a
potential electric shock hazard. Strictly follow the instructions to
avoid property damage caused by electric shock.
The alert symbol and WARNING heading indicate a potential safety hazard.
Strictly follow the warning instructions to avoid personal injury.
The shock hazard symbol and WARNING heading indicate a potential electric
shock hazard. Strictly follow the warning instructions to avoid injury caused
by electric shock.
SIPxNano IP-PBX Getting Started Guide
Safety when working with electricity
This device contains no user serviceable parts. The equipment shall be
returned to Patton Electronics for repairs, or repaired by qualified
service personnel.
WARNING
The external power adapter shall be a listed Limited Power Source. Ensure
that the power cable used meets all applicable standards for the country in
which it is to be installed, and that it is connected to a wall outlet which has
WARNING
WARNING
earth ground. The mains outlet that is utilized to power the devise shall be
within 10 feet (3 meters) of the device, shall be easily accessible, and protected by a circuit breaker.
Hazardous network voltages are present in WAN ports regardless of whether
power to the SIPxNano is ON or OFF. To avoid electric shock, use caution
when near WAN ports. When detaching cables, detach the end away from the
SIPxNano first.
4
Do not work on the system or connect or disconnect cables during periods of
lightning activity.
WARNING
In accordance with the requirements of council directive 2002/
96/EC on Waste of Electrical and Electronic Equipment (WEEE),
ensure that at end-of-life you separate this product from other
waste and scrap and deliver to the WEEE collection system in
your country for recycling.
General observations
• Clean the case with a soft slightly moist anti-static cloth
• Place the unit upright in the stand (included) to ensure free air circulation
• Avoid exposing the unit to direct sunlight and other heat sources
• Protect the unit from moisture, vapors, and corrosive liquids
5
SIPxNano IP-PBX Getting Started Guide
Typographical conventions used in this document
This section describes the typographical conventions and terms used in this guide.
General conventions
The procedures described in this manual use the following text conventions:
Table 1. General conventions
Convention Meaning
Garamond blue type
Futura bold type
Futura bold-italic type
Italicized Futura type
Futura type Indicates the names of fields or windows.
Garamond bold type
< > Angle brackets indicate function and keyboard keys, such as <SHIFT>, <CTRL>,
[ ] Elements in square brackets are optional.
{a | b | c} Alternative but required keywords are grouped in braces ({ }) and are separated
screen
node
# An hash sign at the beginning of a line indicates a comment line.
Indicates a cross-reference hyperlink that points to a figure, graphic, table, or section heading. Clicking on the hyperlink jumps you to the reference. When you
have finished reviewing the reference, click on the Go to Previous View
button in the Adobe® Acrobat® Reader toolbar to return to your starting point.
Commands and keywords are in boldface font.
Parts of commands, which are related to elements already named by the user, are
in
boldface italic
Variables for which you supply values are in
Indicates the names of command buttons that execute an action.
<C>, and so on.
by vertical bars ( | )
Terminal sessions and information the system displays are in
The leading IP address or nodename of a SIPxNano is substituted with
boldface italic
The leading SN on a command line represents the nodename of the SIPxNano
font.
font.
italic
font
screen font
.
node
SN
in
Chapter 1
Chapter contents
Welcome .................................................................................................................................................................7
Factory defaults .......................................................................................................................................................7
GUI Defaults ....................................................................................................................................................7
Hardware included ..................................................................................................................................................8
What you will need .................................................................................................................................................8
About the NanoServ................................................................................................................................................8
General Introduction
6
7
SIPxNano IP-PBX Getting Started Guide
1 • General Introduction
Welcome
Welcome to the SIPxNano! This guide provides conceptual information on the Patton SIPxNano IP voice system, which runs on the CentOS operating system.
This chapter includes:
• “Factory defaults” on page 7
• “Hardware included” on page 8
• “What you will need” on page 8
Factory defaults
When you first access the SIPxNano, the following defaults are activated. You have the option to change these
defaults when the system first boots.
• Hostname: sipx.patton.com
• IP: 192.168.200.200
• Netmask: 255.255.255.0
Note
Make sure to set the netmask to the same subnet as the PC you will
be accessing the SIPxNano webpage interface with.
• Gateway: 192.168.200.1
• Nameserver: 0.0.0.0
• Sipx Login: root
• Admin Password: superuser
• Admin Email: superuser@patton.local
• Time Zone: U.S. Eastern
• SIP Domain Name: patton.local
Note If you want to change the factory defaults, you will need to run the
reset script. For more information, refer to “Configuring and Run-
ning the Reset Script” on page 11.
GUI Defaults
• User ID: superadmin
• PIN: patton
Welcome
SIPxNano IP-PBX Getting Started Guide 1 • General Introduction
Hardware included
The following items are included with your SIPxNano:
• NanoServ system computer
• Power adapter
• Stand for the NanoServ
• Documentation CD
• Quick Start guide
What you will need
Note The following items are NOT included, but you will still need them
to use the SIPxNano.
You will need the following items to use the SIPxNano:
• Monitor
• Keyboard
• Mouse
• Separate PC
• Ethernet cable
About the NanoServ
The NanoServ™ is a unique tiny embedded system for a wide range of applications, from industrial to office
to home.The system offers multi-server features to function as firewall, mail-server, print server, and many
other single task applications. It is suitable for a space-conscious environment, with dimensions of
17x124x38mm (Ultra-Thin System) (or 58mm - Thin System), equivalent to 4.32”x3.15”x0.96” (Ultra-Thin
System) (or 1.47” - Thin System).
For more information about the NanoServ hardware, see the NanoServ User Guide, which is available at
http://www.patton.com.
Hardware included 8
Chapter 2 Setting Up the SIPxNano
Chapter contents
Introduction..........................................................................................................................................................10
Before you begin... ..........................................................................................................................................10
Configuring and Running the Reset Script............................................................................................................11
Accessing the system..............................................................................................................................................11
Configuration Overview........................................................................................................................................12
Users ...............................................................................................................................................................12
Devices ...........................................................................................................................................................12
Features ..........................................................................................................................................................13
System Settings ...............................................................................................................................................13
Diagnostics .....................................................................................................................................................13
Voicemail ........................................................................................................................................................13
9
SIPxNano IP-PBX Getting Started Guide 2 • Setting Up the SIPxNano
Introduction
This chapter will help you set up the SIPxNano for the first time. The factory has already installed the CentOS
operating system, but you will need to initially configure the system the first time you use it.
Before you begin...
Before you turn on the SIPxNano, follow these steps (see figure 1):
Note The NanoServ chassis is within thermal and design limits but it does run
warm. For proper operation and cooling the system must have 2 cm or 1
inch of space for pen air around both side vents. In other words, it cannot be
laid down flat on a table, and it cannot be standing flat against a partition,
etc.. If mounted in some place, it must be mounted with stand off space
about 1 inch. If mounted in a closed enclosure, it will need 1 or 2 fans on the
outer enclosure for proper air flow inside.
1. Place the SIPxNano upright in the metal stand (included).
2. Attach a VGA monitor (not included) into the VGA port on the rear panel.
3. Attach the keyboard (not included) into the PS/2 port on the rear panel.
4. Attach the mouse (not included) into the other PS/2 port on the rear panel.
5. Attach the Ethernet cable (not included) into the RJ-45 port and connect the other end to the PC (not
included).
6. Attach the power adapter (included), and plug it into the closest electrical outlet.
7. Turn on the power supply switch on the rear panel.
Audio Line-Out
Mic-In
COM1
Serial Port **
VGA Port
RJ-45 10/100 Ethernet Jack
USB Port
PS/2 Mouse (6-pin)
Parallel Port **
PS/2 Keyboard & Mouse (6-pin)
DC Power Jack (3-pin)
DC-IN 5V
POWER SW
Figure 1. Rear panel of the SIPxNano (Model 6075 shown)
Power supply switch
** This feature is only
available for Model 6075.
Introduction 10
SIPxNano IP-PBX Getting Started Guide 2 • Setting Up the SIPxNano
Configuring and Running the Reset Script
When you turn on the SIPxNano for the first time, you will need to run and configure a reset script before you
can access the webpage interface.
When you boot the system, a CLI prompt will appear asking for a login and password:
• login: root
• password: superuser
• [root@SIPxNano ~]# will appear. To run the reset script, type:
/recovery/linux/sipx_reset_cd <Press enter>.
Note Do not press “I” for Interactive Setup while running the reset script. Allow
the reset script to run without interruption.
After running the reset script, you will have the option to change the default settings such as the hostname, IP
address, netmask, gateway, nameserver, password, and timezone. (If you would like to keep the default settings,
press <enter> at each prompt). Type ‘yes’, then press <enter>. The system will reboot.
Note If you make a mistake while running the reset script or changing the default
settings, type ‘CTRL+C’ to interrupt the reset script and start over.
After the system reboots for the second time, enter the login and password you set (or the default settings, if
you did not make any changes).
Accessing the system
Enter the IP address of the SIPxNano (in this example, 10.10.200.1) into a web browser on a separate PC. Be
sure that the PC is on the same subnet as the SIPxNano.
To log into the SIPxNano:
1. After typing the IP address into a web browser, a welcome screen will appear.
Click on the ‘Configuration’ link.
2. Log into the webpage interface. The default login is:
– User ID: superadmin
– PIN: patton
Configuring and Running the Reset Script 11
SIPxNano IP-PBX Getting Started Guide 2 • Setting Up the SIPxNano
3. The SIPxNano homepage will appear.
Figure 2. SIPxNano homepage
4. From the main page, on the main navigation menu at the top, you can access the configuration pages for
setting up Users, Devices, Features, System, or Diagnostics.
Configuration Overview
The following chapters in the manual provide information on how to set up and configure users, devices, features, system settings, diagnostics, and voicemail.
Users
From the Users menu, you can:
• Add and configure settings for new users
• Add and configure user groups
• Configure the user extension pool
For more information on Users, see Chapter 3, “Users” on page 14.
Devices
From the Devices menu, you can:
• Add and configure settings for phones
• Add and configure phone groups
• Add and configure gateways
• Add and configure files for devices
For more information on Devices, see Chapter 4, “Devices” on page 25.
Configuration Overview 12
SIPxNano IP-PBX Getting Started Guide 2 • Setting Up the SIPxNano
Features
From the Features menu, you can:
• Add and configure auto attendants
• Add and configure hunt groups
• Add and configure call park extensions
For more information on Features, see Chapter 5, “Features” on page 40.
System Settings
From the System menu, you can:
• Add and configure dial plans and dialing rules
• Configure general system settings
• Import CSV files
• Backup SIPxNano system configurations
For more information on System Settings, see Chapter 6, “System” on page 56.
Diagnostics
From the Diagnostics menu, you can:
• Refresh registrations and view the primary registrar
• View and edit the status of jobs
• Start, stop, restart, and refresh services
• Configure snapshot settings for log files, the Apache configuration, and credentials
For more information on Diagnostics, see Chapter 7, “Diagnostics” on page 73.
Voicemail
To access the voicemail page, click ‘Voice Mail’ on the main screen.
Click the ‘Inbox’ to show the login prompt for Voicemail.
Figure 3. Voice Mail
From the Voicemail screen, you can:
• Configure voicemail settings for specific users who have logged in
For more information on Voicemail, see Chapter 8, “Voicemail” on page 78.
Configuration Overview 13
Chapter 3 Users
Chapter contents
Overview ...............................................................................................................................................................15
Users .....................................................................................................................................................................15
Adding Users ..................................................................................................................................................16
User IDs ....................................................................................................................................................17
Extensions .................................................................................................................................................18
Aliases .......................................................................................................................................................19
Permissions ...............................................................................................................................................20
Editing users ...................................................................................................................................................21
Filtering users ..................................................................................................................................................21
Deleting users .................................................................................................................................................21
More Actions ..................................................................................................................................................21
User Groups ..........................................................................................................................................................22
Adding User Groups .......................................................................................................................................23
Adding Users to a User Group ........................................................................................................................23
Editing User Groups .......................................................................................................................................23
Deleting User Groups .....................................................................................................................................23
Moving User Groups ......................................................................................................................................23
Extension Pool ......................................................................................................................................................24
14
SIPxNano IP-PBX Getting Started Guide 3 • Users
Overview
This chapter provides information on SIPxNano user functions. Menu options include:
• “Users” on page 15
• “User Groups” on page 22
• “Extension Pool” on page 24
To help you accurately deliver configuration settings and management capabilities where they are needed in
your organization, SIPxNano distinguishes between the settings and management that:
• Apply to the operation of a specific device and its ability to function in your network
• A particular end user prefers, or is permitted to have, when using the device
Examples of device-level configuration settings include:
• The location of network servers and other entities, including a time server, SNMP stations, and SIP servers
• Activation of debugging tools, such as console output or Telnet access
• The location of hosts and ports for the device to use when receiving, or sending, data through a firewall
When you send profiles to a device, SIPxNano delivers settings only to the SIP phone associated with that
device.
Users
This section covers:
• “Adding Users” on page 16
• “Editing users” on page 21
• “Filtering users” on page 21
• “Deleting users” on page 21
• “More Actions” on page 21
For a user, you can:
• Grant or deny permissions, such as permission to dial long distance or international numbers
• Define certain configuration settings, such as activation of services for handling incoming calls, or entries in
a personal speed dial directory
• Assign devices
Note Permissions are not delivered to SIP phones. The Comm Server and Media
Server use the Permission database to authorize calls and enable features such
as voicemail for the user.
Note Settings delivery and device management, outlined in this chapter, apply to
Patton certified/managed phones, which currently include the Cisco 7900
series of phones and the Patton SIP Softphone. All other phones are man-
Overview 15
SIPxNano IP-PBX Getting Started Guide 3 • Users
aged from the respective phone after adding user(s) and user groups to SIPxNano.
Adding Users
To add a new user:
1. From the main menu, click on Users > Users, then the Add User hyperlink. The New User screen appears.
Figure 4. Adding a new user
2. Enter a unique User ID. The User ID can be a numeric extension or a name. (See “User IDs” on page 17).
3. Enter the user’s Last Name. In the next field, enter the user’s First Name.
4. Create a numeric PIN for the user to access voicemail. In the next field, type the PIN again.
5. The SIP password is used by the user's phone to register with the SIP proxy. For phones supported by
sipXconfig, the SIP password entered here will be configured automatically on the phone. For unmanaged
phones, the SIP password is needed when configuring lines on the phone.
6. List any existing User Groups that the user will belong to (optional).
7. In the Aliases field, list any additional names for the user (optional). (See “Aliases” on page 19).
8. Click OK.
Users 16
SIPxNano IP-PBX Getting Started Guide 3 • Users
User IDs
For each SIPxNano user, you must supply a unique, alphanumeric User ID. This User ID, along with a
numeric Personal Identification Number (PIN), is required for end user access to the SIPxNano interface.
Note SIPxNano requires a unique User ID for each user. Patton recommends that
you assign a unique PIN to each user, and also encourage end users to
change their PINs frequently.
In addition, you can supply a numeric extension number and one or more aliases for each user. These additional identifiers provide flexibility for both call addressing and user interface access.
You assign a numeric-only identifier to your SIPxNano users so that:
• Callers can dial numbers, rather than full SIP URLs, to address calls
• End users can access SIPxNano features, including voicemail, from the phone top
Either a user’s required User ID or the optional extension can be the numeric-only identifier. If you assign
numeric User IDs to your users, an additional extension is not needed.
Note If you use extensions, all User IDs and extensions must be unique (the same
number cannot be used as both a User ID and an extension).
You can employ an alphanumeric naming convention for your SIPxNano User IDs. For example, a User ID
can be made up of a first initial and last name (jsmith), or from first and last names (jane_smith); as a result,
end users can have the same identifier that they use for email. Alternatively, User IDs can reflect extension
numbers, Direct Inward Dialing (DID) telephone numbers, or some other numbering scheme that you
administer.
When you add a user, SIPxNano automatically sets up a user line with a SIP URL based on the new User ID so
that calls can be directed to that user. This line automatically registers with the Comm Server’s SipRegistrar
component for each SIP phone assigned to the user. SIPxNano stores all registered SIP URLs in the Registration database. For more information on Registrations, see the section “Registrations” on page 74 in Chapter 7,
“Diagnostics” .
Users 17
SIPxNano IP-PBX Getting Started Guide 3 • Users
Extensions
In general, if you assign User IDs that include alphabetic characters you will also set up a numeric extension for
each user. If you assign numeric-only User IDs to your users, an additional extension may not be needed.
When you set up an extension or alias for a User ID, SIPxNano automatically adds them to a database of User
IDs and all of the extensions and aliases associated with each one. The components of the Comm Server use
this Alias database, as well as the lines stored in the Registration database, to help the Comm Server route
incoming calls: regardless of whether a call is addressed to a User ID, an extension number, or an alias, SIPxNano routes the call correctly to the user’s assigned device(s) (see table 2).
Table 2. User IDS and SIP URLs
User information: Dialed SIP URL:
User ID = jsmith sip:jsmith@example.com
Extension = 123 sip:123@example.com
Alias = jane_smith sip:jane_smith@example.com
SIPxNano also stores all extensions in its Extension database. If an end user logs in to a voicemail inbox from
the phone top interface with an extension number, the Media Server uses this database to confirm the log in
data.
If you use extensions to identify users, you can use extension pools to manage the set of usable extensions and
keep track of numbers that have already been assigned to users.
• Extension pools are not hierarchical, and each extension number can only be assigned to a single pool. You
might set up just one pool for your installation, or several pools to reflect different geographical locations,
departments, or other organizational structures.
• When you add a new user, you can supply an extension either by typing in an extension number, or by
choosing the next available extension from a pool. Since SIPxNano extensions must be unique to each user,
using an extension pool can help speed up the assignment and data entry process.
For information on setting up extension pools, see “Extension Pool” on page 24.
Note To prevent certain values from being assigned to users as either extensions or
User IDs, you can place numbers in the “reserved” extension pool. For
example, you can add the extensions that identify the Voicemail and Auto
Attendant applications to the reserved extension pool. If you do so, those
numbers cannot be inadvertently used to identify users.
Users 18
SIPxNano IP-PBX Getting Started Guide 3 • Users
Aliases
Unlike User IDs and extensions, SIPxNano aliases do not need to be unique. End users cannot use an alias to
log in to the SIPxNano interface or the phone top interface.
You can set up zero, one, or more aliases for a user. Because they are not unique, you can use an alias to associate a single identifier with several different users. For example, you can assign an alias of “sales” to each of the
users in the sales department.
Note For the entity “sales” to have a dedicated voicemail inbox, you must set up a
separate SIPxNano user with a User ID of sales and a unique extension. An
end user can then use the extension to access voicemail for the sales user.
Another example of an alias is one that resembles an email address, which callers from VoIP phones may find
easier to remember than a phone number. That is, for a user with a SIPxNano User ID of 2435 and an email
address of
dial 2435; callers from SIP phones could dial the SIP URL
erman@example.com, using the correct domain for your SIPxNano server).
rsherman@example.com, you might supply an alias of rsherman. Callers from PSTN phones could
sip:rsherman@SIPxNano.example.com (or sip:rsh-
When you set up an alias for a User ID, SIPxNano automatically adds it to the Alias database. The components
of the Comm Server use the Alias database to route incoming calls.
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