Sangoma PBXact S-Series User Manual

S-Series VoIP Multiline
Telephone
User Guide
Rev. 1, April, 2017
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OVERVIEW: PBXact IP-PBX
PBXact is a product of Sangoma, a leader in creating PBX platforms. With PBXact, Sangoma has more than one million systems in production across the globe, with 20,000 new systems added each month. As an open source, web-based PBX solution, PBXact is easy to customize and adapt to your changing needs. PBXact can run in the cloud or on-site, and is currently being used to manage the business communications of all sizes and types of businesses from small one person SOHO businesses, to multi-location corporations and call centers. The PBXact EcoSystem provides you with the Freedom and Flexibility to custom design business communications around your needs.
Sangoma S700 & S500 a next generation enterprise grand IP Phone that features up to 6 lines, 4.3 inch LCD, 4 XML programmable context-sensitive soft keys, dual Gigabit network ports, integrated PoE, 3-way conference, and Electronic Hook Switch(EHS). The S700 & S500 also supports automated provisioning for easy deployment, advanced security protection for privacy, and broad interoperability with most 3rd party SIP devices and leading SIP/NGN/IMS platforms. S700 & S500 is the perfect choice for enterprise users looking for a high quality, feature rich multiline executive IP phone with advanced functionalities and performance.
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Table of Contents
Meaning of Keys ................................................................................................................................................................. 3
Using Your Phone ............................................................................................................................................................... 6
Handset ........................................................................................................................................................................ 6
Speakerphone ............................................................................................................................................................. 6
Headset ........................................................................................................................................................................ 6
Call History .......................................................................................................................................................................... 6
Detail .............................................................................................................................................................................. 3
Add to Contacts .............................................................................................................................................................. 3
Add to Blacklist ............................................................................................................................................................... 4
Delete All ........................................................................................................................................................................ 4
Dialing a Number ............................................................................................................................................................ 4
From the List .................................................................................................................................................................. 4
From the Call Detail Screen ............................................................................................................................................ 4
Call Parking ......................................................................................................................................................................... 4
Parking a Caller ............................................................................................................................................................... 4
Viewing and Retrieving Parked Calls ............................................................................................................................ 4
Setting up a Park Button on your Phone ........................................................................................................................ 5
Checking Voicemail ............................................................................................................................................................. 6
How to Know a New Voicemail is Available ................................................................................................................... 6
Icon and Message on Screen .......................................................................................................................................... 6
Message Waiting Indicator (MWI) Light ......................................................................................................................... 7
Dial Tone ....................................................................................................................................................................... 7
How to Check your Voicemails ....................................................................................................................................... 7
Voicemail Button .......................................................................................................................................................... 7
Feature Codes ............................................................................................................................................................. 7
Visual Voicemail ............................................................................................................................................................. 7
Setting up a Visual Voicemail Button on your Phone ..................................................................................................... 7
Conference Calling .............................................................................................................................................................. 9
Adding Additional Callers to a Conference................................................................................................................... 10
Splitting a Conference Call ........................................................................................................................................... 10
Ending a Call ..................................................................................................................................................................... 10
Handset ....................................................................................................................................................................... 10
Speakerphone ............................................................................................................................................................. 11
Headset ....................................................................................................................................................................... 11
Headset ............................................................................................................................................................................. 11
What is Headset Mode? ............................................................................................................................................... 11
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Enabling/Disabling Headset Mode ............................................................................................................................... 11
Adjusting the Headset Volume ..................................................................................................................................... 11
Muting the Microphone ............................................................................................................................................... 12
Switching from Headset Mode to Another Mode During a Call................................................................................... 12
Switching from Another Mode to Headset Mode During a Call................................................................................... 12
Hold .................................................................................................................................................................................. 12
To Place a Caller on Hold: ............................................................................................................................................. 12
To Resume a Call: ......................................................................................................................................................... 13
Intercom Call..................................................................................................................................................................... 13
Overview of Intercom Feature ..................................................................................................................................... 13
Using Intercom Button to Intercom a User .................................................................................................................. 13
Setting up a Intercom Button on your Phone .............................................................................................................. 14
Using a Feature Code to Intercom ............................................................................................................................... 15
Muting .............................................................................................................................................................................. 15
To Mute the Microphone: ............................................................................................................................................ 15
To Un-Mute the Microphone: ...................................................................................................................................... 16
Setting Ring Volume ......................................................................................................................................................... 16
Change Volume or Mute Ringer ................................................................................................................................... 16
Mute the Ringer Temporarily (for One Incoming Call) ................................................................................................. 16
Speakerphone ................................................................................................................................................................... 16
Turning the Speakerphone On or Off ........................................................................................................................... 17
Manual Toggle .......................................................................................................................................... 17
Automatic Activation ............................................................................................................................... 17
Adjusting the Speakerphone Volume ........................................................................................................................... 17
Muting the Microphone ............................................................................................................................................... 17
Switching from Speakerphone Mode to Another Mode During a Call ......................................................................... 18
Switching from Another Mode to Speakerphone Mode During a Call ......................................................................... 18
Transferring Calls .............................................................................................................................................................. 18
Blind Transfer ............................................................................................................................................................... 18
Attended Transfer ........................................................................................................................................................ 18
Paging & Intercom Module ............................................................................................................................................... 19
What is the Paging & Intercom used for? .................................................................................................................... 19
To Page throughout the Office. .................................................................................................................................... 19
To Intercom another extension on the system. ............................................................................................................. 20
Call/Night Flow App .......................................................................................................................................................... 20
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Overview ...................................................................................................................................................................... 20
Viewing and Changing a Toggle .................................................................................................................................. 20
Call Forward App .............................................................................................................................................................. 21
Enabling Call Forward ................................................................................................................................................. 21
Setting Presets .............................................................................................................................................................. 21
Conference Room App ...................................................................................................................................................... 22
Viewing Conference Rooms ........................................................................................................................................ 22
Managing Conference Attendees ................................................................................................................................. 22
Contacts App..................................................................................................................................................................... 23
Viewing Contact Groups .............................................................................................................................................. 23
Dialing Contacts ........................................................................................................................................................... 23
Searching For Users ..................................................................................................................................................... 24
Do Not Disturb App (DND) ................................................................................................................................................ 24
Queue Agents App ............................................................................................................................................................ 25
Overview ...................................................................................................................................................................... 25
Logging Into a Queue ................................................................................................................................................... 25
Logging Out of a Queue ............................................................................................................................................... 25
Pausing Yourself In a Queue ........................................................................................................................................ 26
Unpausing Yourself In a Queue ................................................................................................................................... 26
Call Queues App................................................................................................................................................................ 27
Viewing Details of a Queue ......................................................................................................................................... 27
Viewing Callers Waiting in Queue .............................................................................................................................. 27
Managing Agents in a Queue ....................................................................................................................................... 28
Find Me App ..................................................................................................................................................................... 28
Overview ...................................................................................................................................................................... 28
Press the Follow Me button. ............................................................................................................................................ 28
Enabled ......................................................................................................................................................................... 29
Adding Phone Numbers to a Follow Me List ............................................................................................................... 29
Initial Ring Time .......................................................................................................................................................... 30
Managing Confirm Calls .............................................................................................................................................. 30
Login and Logout App ....................................................................................................................................................... 30
Logging Out a User from Your Phone ......................................................................................................................... 31
Logging In a User from Your Phone ............................................................................................................................ 31
Parked Calls App ............................................................................................................................................................... 31
Viewing and Retrieving Parked Calls .......................................................................................................................... 31
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Parking a Caller into your Default Lot ......................................................................................................................... 32
Presence App .................................................................................................................................................................... 32
Viewing your Current Status ........................................................................................................................................ 32
Changing your Current Status ...................................................................................................................................... 32
Changing your Preferences for When a Status is Active .............................................................................................. 33
Time Conditions App ........................................................................................................................................................ 34
Overview ...................................................................................................................................................................... 34
Sample Use Cases ........................................................................................................................................................ 34
Viewing Time Conditions ............................................................................................................................................ 34
Overriding Time Conditions ........................................................................................................................................ 35
COS to Restrict Which Toggles a User Can See .......................................................................................................... 35
Transfer to Voicemail App ................................................................................................................................................ 36
Transferring Calls to the Voicemail of Another Extension .......................................................................................... 36
Visual Voicemail App ........................................................................................................................................................ 36
Setting Up Your Voicemail .......................................................................................................................................... 36
Press the Voicemail button. .............................................................................................................................................. 36
To Record You’re Unavailable Greeting ..................................................................................................................... 36
To Record you’re Busy Greeting ................................................................................................................................. 36
Viewing Voicemails ..................................................................................................................................................... 36
Press the Voicemail button. .............................................................................................................................................. 36
Listening to Voicemails ............................................................................................................................................... 37
User Control Panel ............................................................................................................................................................ 37
Home Page ................................................................................................................................................................... 38
Call History .................................................................................................................................................................. 38
Usage ............................................................................................................................................................................ 38
Conferences – UCP ........................................................................................................................................................... 38
Usage ............................................................................................................................................................................ 38
Users Present ................................................................................................................................................................ 39
Mute User ..................................................................................................................................................................... 39
Kick User ..................................................................................................................................................................... 39
Settings ......................................................................................................................................................................... 39
User Pin ........................................................................................................................................................................ 39
Admin Pin .................................................................................................................................................................... 39
Join Message ................................................................................................................................................................ 39
Leader Wait .................................................................................................................................................................. 39
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Music On Hold ............................................................................................................................................................. 40
Music On Hold Class ..................................................................................................................................................... 40
Allow Menu .................................................................................................................................................................. 40
Record Conference ....................................................................................................................................................... 40
Mute on Join ................................................................................................................................................................. 40
Fax - UCP ........................................................................................................................................................................... 40
Viewing Faxes ............................................................................................................................................................... 40
Sending Faxes .............................................................................................................................................................. 40
Fax Settings .................................................................................................................................................................. 42
Presence - UCP .................................................................................................................................................................. 42
Changing your status .................................................................................................................................................... 42
Usage ............................................................................................................................................................................ 42
Available ....................................................................................................................................................................... 43
Chat .............................................................................................................................................................................. 43
Away ............................................................................................................................................................................. 43
DND .............................................................................................................................................................................. 43
Extended Away ............................................................................................................................................................. 43
Follow Me Settings - UCP.................................................................................................................................................. 43
Usage ............................................................................................................................................................................ 43
Enable ........................................................................................................................................................................... 43
Ring <Exten> First For ................................................................................................................................................... 44
Ring Follow-Me List For ................................................................................................................................................ 44
Use Confirmation ......................................................................................................................................................... 44
Remote Announce ........................................................................................................................................................ 44
Too-Late Announce ...................................................................................................................................................... 44
Call Forwarding ............................................................................................................................................................ 44
Call Forward Ring Timer ............................................................................................................................................... 44
Unconditional ............................................................................................................................................................... 44
Unavailable ................................................................................................................................................................... 44
Busy .............................................................................................................................................................................. 44
Do Not Disturb ............................................................................................................................................................. 45
Call Waiting .................................................................................................................................................................. 45
SMS - UCP ......................................................................................................................................................................... 45
Enabling a User to send or receive SMS's .................................................................................................................... 45
Sending an SMS ............................................................................................................................................................ 45
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Receiving SMS Messages ............................................................................................................................................ 46
Viewing SMS History .................................................................................................................................................. 47
Voicemail - UCP .......................................................................................................................................................... 47
Managing Voicemail Settings. ..................................................................................................................................... 48
Managing Voicemail Greetings. ................................................................................................................................... 49
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Meaning of Keys
Meaning
S300
S400
S500
S700
DND (Non Phone App)
Handset Mode
Headset Enabled
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Missed Call
Muted
Network Down
Phone Locked
Ringer Muted Speaker Phone
SRTP active for Call Voicemail Waiting
VPN Enabled and Active
ZRTP active for Call
S500 Phone Features
Voice Codecs Features
G.729AB, G.726-32
IP-PBX Features
Physical Features
100~240V input and DC 5V/1.2A output
Management
provision
Network and Security
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Display and Indicator
information
Feature keys
features (4-page view) mute, transfer, call list, conference
DSCP
Interface
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Using Your Phone
c. = Dialed
Handset
Pick up the handset.
Speakerphone
Press the (speaker) button.
Headset
If the phone is not in headset mode: Press
the (headset) button. If the phone is in headset mode: Either press
the (headset) button on the phone, or the button on the headset itself.
Call History
The Call History section allows you to view missed,
received, and dialed calls, as well as add the number to your contacts list, blacklist the number, or call the
number. Viewing Calls
1. Press the History soft key.
You can use the < and > (left and right arrow) buttons to filter by call type: All Calls, Missed
Calls, Received Calls, and Dialed Calls. The current
filter option is shown at the top of the screen. Deleting Calls Individually
1. Use the Λ or V (up and down arrow) buttons to select a call from the list.
2. Press the Delete soft key to remove the call from the call history.
Options
1. Use the Λ or V (up and down arrow) buttons to select a call from the list.
2. "All Calls" will be shown by default.
a. = Missed
b. = Received
2. Press the Option soft key.
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can be entered.
3. Use the Λ or V (up and down arrow) buttons to highlight an option, then press the OK soft key or the (checkmark) button to select the option.
Detail
This screen provides details of the call such as Name, Number, Start Time, Duration, and Account.
Press the Back soft key to go back to the previous screen, or the Dial soft key to call the number shown. (You are not required to highlight the number first.)
2. Press the Save soft key when done.
Now, any call history for this caller, as well as new inbound calls from this caller, will display the name you entered.
Add to Contacts
You can save contact information such as Name, Number, Mobile Number, Other Number, Account, Ring Tone, Group, and Photo.
1. Use the < > Λ V (arrow) buttons to navigate and the phone keypad to enter text and numbers. To cycle between the numbers/letters/symbols available for each key, press the key multiple times or use the < and > (left and right arrow) buttons. Tip: The "space" option is found under
the "0" (zero) key. You can use the 2ab soft key to cycle among 2ab, 123, abc, and ABC, which are various input options limiting which characters
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Add to Blacklist
From the Call Detail Screen
This option adds the caller to the blacklist, preventing you from receiving further calls from this caller ID.
To add the number to the blacklist, press the Save soft key.
Delete All
This option deletes all of the calls associated with list that you are currently viewing (All Calls, Missed Calls, Received Calls, or Dialed Calls, as shown at the top of the screen).
For example, if you are viewing the Missed Calls page, all of the missed calls would be
deleted from the call history, and they will no longer show up here or on the All Calls page. However, the other calls (received and dialed) will still appear in the call history.
Dialing a Number
Press the Dial soft key or the (checkmark) button. An outbound call will be placed immediately.
Call Parking
Call Parking allows you to park a caller so that another extension can retrieve the caller held in the parking lot. Please see Call Parking module
wiki for more information on how Parking Lots can
be configured on your PBX.
Parking a Caller
If you have a Park Button setup on your Sangoma
Phone you can press it at anytime while on a call with someone.
From the List
1. Use the Λ or V (up and down arrow) buttons to select a call from the list.
2. Press the Send soft key or press the (checkmark) button. An outbound call will be placed immediately.
The caller will be parked and the slot number will
be played back to you where the caller was parked.
Viewing and Retrieving Parked Calls
Pressing the Park button while not on a call will
display a list of parked calls. You can see the caller ID of the person parked and how long they have been parked for.
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From here you can pick up any specific parked
call by using the up/down arrow keys and and pressing Dial. You can also use the Refresh button to update the list.
Click on the Models menu tab at the top
Select a model number you want to add a Park
Button for
Setting up a Park Button on your Phone
You can setup a Park Button on your phone using
the PBX End Point Manager by modifying your button layout for your Sangoma s500 or s700 Phones.
Go into End Point Manager in your PBX and pick
on the Sangoma Brand on the left menu bar.
Click on the template in End Point Manager that
you want to change a button for.
Scroll down the your first available Line Key that
is not used
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From the Drop Down of button types pick XML-
API
You can optionally change the label name to be
something different then Parking if you want. The Label is the name that will be shown on your Phone Screen for that button.
You can now drag the button to be in a different
spot. In our example we will drag Button 21 that we just setup as a Intercom button up toward the top to make it button 4 on the phone. Left click on the button and while holding down your left mouse drag the button to a different spot and release it.
We now need to update the phone config. Our 3
options at the bottom of the template are
Save Template- This will only save your changed
into the PBX Database but will not write out new config files for the phones that are using this template as mapped in Extension Mapping section of End Pint Manager.
and Rebuild Configs- This will save your
changes to the PBX Database and will also write out new config file for the phones that are using this template as mapped in Extension Mapping section of End Pint Manager but the phones will need to be rebooted for it to retrieve the changes.
and Force Update- Will do both the Rebuild
Configs option above but also update any phones that are mapped to use this template and currently registered to the PBX immediately with no need to reboot the phones.
Save the Model using the
If you go back into the model number it will show
Intercom as button 4 now.
Checking Voicemail
How to Know a New Voicemail is Available
The phone alerts you of new voicemail messages on your screen, with a flashing light, and with a special dial tone.
Icon and Message on Screen
If a new voicemail is available in your inbox, the
phone will display the voicemail icon at the top of the screen. The quantity of new voicemails will also show in an alert message near the bottom of the screen.
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Message Waiting Indicator (MWI) Light
The message waiting indicator light at the top
right corner of the phone will flash.
Dial Tone
Your dial tone will be a series of short bursts
followed by a steady tone, instead of only a steady tone.
Visual Voicemail
The Voicemail application (REST App) allows you to manage your voicemail messages from your phone.
Setting up a Visual Voicemail Button on your Phone
You can set up a Visual Voicemail button on your
phone using the PBX EndPoint Manager by modifying your button layout for your Sangoma s500 or s700 Phones.
Go into End Point Manager in your PBX and
choose the Sangoma brand in the menu.
How to Check your Voicemails
You can use the voicemail button, dial a feature code, or use the voicemail REST app to check your voicemail.
Voicemail Button
You can press the (voicemail) button on
your phone any time to check your voicemails.
Feature Codes
Dial one of the following feature codes to access
voicemail. The feature codes below are the default feature codes setup on your PBX. If you have changed your feature codes please review the wiki here on Feature Code module of your PBX.
*97: Access your own voicemail.  *98: Access your voicemail or another extension's
voicemail. You will be prompted to enter a mailbox number.
Click on the template in End Point Manager that
you want to change a button for.
Click on the Models menu tab at the top
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Select a model number you want to add a Visual
Voicemail Button for
|
Scroll down to the first available Line Key that is
not used.
From the drop-down menu of button Types,
select XML-API.
From the Value drop-down menu, select REST-
Voicemail.
The Label is the name that will be shown for that
button on the phone's screen. By default, the REST-Voicemail button's label is "Voicemail." You can optionally change the label name to be something different.
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You can also move the button to a different
position if desired. To do this, click on the line key name, and while holding the mouse button down, drag the row to a new position (up or down). Then drop the button in the new position by releasing the mouse button.
The line key numbers will not update until after you save the model.
In our example, we have moved Line Key 21 to position 4. The original Line Key 4 appears below it, and the numbering sequence will update after we save the model.
and Rebuild Configs- This will save your
changes to the PBX Database and will also write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager. The phones will need to be rebooted in order to retrieve the changes.
and Force Update- This will do both the "Save
Template" and the "and Rebuild Configs" options above, and it will also immediately update any phones that are mapped to use this template and currently registered to the PBX, with no need to reboot the phones.
Conference Calling
Assuming you are in a call with person "A" and you want to add person "B" to the call:
1. Press the Line 2 key. Person "A" is put on hold.
Save the model using the Save Model button.
You now need to update the phone configuration
file. The three options at the bottom of the template are:
Save Template- This will only save your changes
into the PBX database. It will not write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager.
2. Enter the number of person "B."
3. Press the Send soft key or #, and wait for person "B" to answer.
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