Copyright Obihai Technology, Inc. 1

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1 OBiPLUS Tutrial OBiPLUS Tutrial This tutrial prvides a quick walk-thru f the set-up and feature-set f the OBiPLUS phne system fr small business. This tutrial will help yu t prepare fr the installatin f an OBiPLUS system. The tutrial will als help yu use the OBiPLUS cnfiguratin wizard t custmize the OBiPLUS system t perate in the way that wrks best fr the business. Fr mre details, please visit There is als an OBiTALK Administrative Guide in the Dcuments sectin f Obihai s web site. Wh shuld read this dcument: - Small business wners lking fr a feature-rich yet cst-effective ffice telephne system. - IT prfessinals and VARs wanting t install and maintain the slutin fr their small business custmers. Cpyright Obihai Technlgy, Inc. 1

2 OBiPLUS Tutrial Intrductin... 4 IP Phne and Analg Phne Adapter Supprt... 5 OBiPLUS Features... 6 User Features... 6 System Features...10 Administrative Features...11 Example Use Case Scenaris...11 Device Setup...13 Preparing the Master OBi...13 Subscriptin t an OBiPLUS License...13 Cnfiguring Vice Services (SP1 SP4)...13 Uplading r Recrding Audi Prmpts...14 Netwrk Cnfiguratin: WAN Side r LAN Side...14 Client OBi Devices...14 IP Phnes...14 At the Main Office...14 At a Hme/Branch Office...15 OBiPLUS Cnfiguratin Wizard...16 New Prject Wizard...17 Step 1: Define IP Phnes...18 Step 2: Create Users...19 Step 3: Create Grups...20 Step 4: Trunks and Vic Step 5: Outging Calls...22 Step 6: Incming Calls...23 Step 7: Create Prject...24 OBiPLUS Prject Editing...25 Tpic: Getting Started...25 Tpic: Master OBi...27 Tpic: IP Phnes...28 Tpic: Users...29 Tpic: Grups...30 Tpic: Inbund Trunks...32 Tpic: Outbund Trunks...33 Tpic: Vic Tpic: Office Hurs...38 Tpic: Recrded Prmpts...38 Tpic: Aut Attendants...39 Tpic: Parking Lt...41 Tpic: Prxies...43 Tpic: Generate Cnfig Files...44 Cpyright Obihai Technlgy, Inc. 2

3 OBiPLUS Tutrial Cpyright Obihai Technlgy, Inc. 3

4 OBiPLUS Tutrial Intrductin OBiPLUS is a feature-rich yet lw-cst VIP-based telephne system fr a small ffice with up t 12 users. Each user is assigned an internal extensin number and may use an IP Phne r a cnventinal analg crded r digital crdless phne cnnected t an OBi device s phne prt. Users f the OBiPLUS system may share up t 4 vice and/r vic services fr prcessing external calls and vic s. Users may als cllabrate n incming external and internally transferred calls. Advanced features supprted are; autattendant (AA), call transfer, call park and call pickup, busy-lamp-field (BLF), music-n-hld (MOH), and call ruting based n day/night time. OBiPLUS is best cnfigured entirely in-the-clud using the OBiTALK.cm prtal. There, yu may use the OBiPLUS Cnfiguratin Wizard an n-line tl t help yu cnfigure every aspect f an OBiPLUS system. Details abut hw the wizard wrks and what the wizard des may be fund in Sectin 4 f this dcument. A typical deplyment scenari is shwn in the diagram belw. Branch Office 106, Frank (008e3abc1006) Custmer Supprt Grup 104, Dave 105, Eva Ph1 Ph2 OBiTALK Netwrk 107, Greg (008e3abc1007) LAN WAN # Main Office 103, Carl # , FAX Machine 199, Paging Statin 101, Alice (008e3abc1001) 102, Bb # Sales Grup 100, Jhn De (008e312fee3f) Ph1 Ph2 Master OBi # A typical deplyment scenari f an OBiPLUS system with users endpints dented by OBi number r IP phne MAC address. Cpyright Obihai Technlgy, Inc. 4

5 OBiPLUS Tutrial Frm a hardware standpint, each OBiPLUS system must have ne and nly ne OBi202 device that acts as the Master OBi the vice service hub n which the shared vice services are installed. T supprt the number f users in the system, OBiPLUS may include a mixture f (ff-the-shelf) OBi devices r IP Phnes that act as client devices. ONLY OBi phne adapters and Cisc SPA50xG and SPA303 IP phnes are supprted by the OBiPLUS system wizard. The client devices may be installed n the same netwrk (r subnet) as the Master OBi. In this dcument, the lcatin where the Master OBi is installed is referred t as the Main Office. Frm the perspective f the Master OBi, OBiPLUS des nt allw any client device lcated in the Main Office t be behind anther ruter, On the ther hand, OBiPLUS des allw sme client devices t be lcated n a different netwrk in anther lcatin (with Internet access), e.g. in a Hme r Branch Office that is away frm the Main Office. Any ff-the-shelf OBi202 device can be used as the Master OBi, prvided that it has an active subscriptin ta Beasic r Premium OBiPLUS sftware license frm OBiTALK.cm. There are tw levels f subscriptin: a Basic subscriptin which is free, and a Premium subscriptin which csts $300/year. The basic subscriptin supprts up t 4 users with sme limitatins n the feature set. The premium subscriptin supprts up t 12 users with n limitatins n the feature-set. IP Phne and Analg Phne Adapter Supprt Supprted IP Phne Mdels Nte: All mdels supprt a SPA500S side car OBiPLUS supprts tw types f endpints Cisc SPA50xG and SPA303 IP Phnes & analg phnes (crded r crdless) cnnected t an OBi100, OBi110 r OBi202 device phne prt. The OBi202 device has tw phne prts supprting tw OBiPLUS extensins. - IP Phnes and Side Car: An IP phne is a phne with a direct Ethernet cnnectin t the lcal LAN. IP phnes typically have several built-in prgrammable line keys r functin keys. Each functin key manifests itself as a lighted buttn. IP phnes use the SIP prtcl t cmmunicate with a SIP Prxy Server fr making and receiving calls, plus sme ther services. IP phnes may supprt an additinal side car t asllw mre functin keys. The fllwing IP Phne mdels are currently supprted: Cisc SPA303 (3 line keys) Cisc SPA504G (4 line keys, inline pwer ver Ethernet, supprts side car) Cisc SPA508G (8 line keys, inline pwer ver Ethernet, supprts side car) Cisc SPA509G (12 line keys, inline pwer ver Ethernet, supprts side car) Cpyright Obihai Technlgy, Inc. 5

6 OBiPLUS Tutrial OBiPLUS supprts ne additinal side car per phne (fr mdels that supprt side cars). Each side car adds 32 prgrammable functin keys. E.g. lighted buttns. Each lighted functin key can be either: ff, green, red, amber, steady r blinking t indicate different states. - OBi Devices with an Attached Analg Crded r Crdless Phne: An OBi phne is a cnventinal analg phne (e.g., a crded desktp phne r a crdless DECT phne) cnnected t a PHONE Prt f an OBi device. An OBi110 and OBi100 device can cnnect t ne phne t act as ne OBi phne. An OBi202 device can cnnect t tw phnes t act as tw OBi Phnes. Nte that the Master OBi device has tw phne prts and prvides tw builtin OBi Phne PHONE prts. Each OBi device that is nt the Master OBi, that ffers ne r tw OBi phnes, is knwn as a Client OBi. Each user f the OBiPLUS system must be assigned either an IP Phne r an OBi Phne with a unique 3-digit internal extensin in the range: OBiPLUS Features User Features - User Device: - Internal Calls: - External calls: Each user may be assigned an IP Phne r an OBi device with an attached analg/digital crdless r creded phne. The OBi device phne may be ne f the tw built-in phne prts n the Master OBi, r a phne prt n anther client OBi device. Users may dial the 3-digit internal extensin t call anther OBiPLUS entity in the system: User Extensins Numbers: Pickup Call Frm Parking Lt: , 7**, 70*, 71*,, 79* Park Call n Park Lt: , 6**, 60*, 61*,, 69* Check Vic Leave Vic Aut Attendant: Users may dial a prefix 8 r 9, fllwed by an external number t make a call ver ne f the vice services installed n Master OBi. Fr example, yu may decide t use 9 fr all external calls, als use 9 fr lcal calls and use 8 fr internatinal tll calls. - Incming Call Ruting: Cpyright Obihai Technlgy, Inc. 6

7 OBiPLUS Tutrial Yu can define ne r mre rules t handle incming calls n each f the shared vice services n the Master OBi. Fr each rule yu may specify: A caller number (which can be Any number, Annymus, r a specific caller number r number pattern). A list f ne r mre entities t ring simultaneusly. An entity can be an OBiPLUS extensin, r an external number. When the list has mre than ne entity, we refer t it as frking (ruting t mre than ne destinatin). Indicate if the call shuld be ruted t anther entity (such as Vic , external number) if the call is nt answered after a certain delay f yur chice. Mark if this rule shuld apply during Day Time, Night Time, r bth. - Paging with an External Public Adress (PA) System Speaker: An OBi Phne may be cnnected t an external PA system via sme srt fl RJ11/RCA adapter. Yu will set that OBi phne prt t page mde and assign it an extensin (like anther regular user in the system). Yu can call that extensin t talk ver the PA system; a shrt beep-beep is played prir t playing yur vice fr each call. - Call Park and Pickup: Users may park a call by transferring the caller t the extensin 6XX where X is ne f the digits {0, 1,, 9, *}. Each explicit XX (such as 90) designates a particular parking lt slt, whereas a * in the XX (such as 0*) lets the system select the first available slt in that range (00 09) Users may pick up a call by calling the extensin 7XX. Using a * fr X lets the system pick the first call in that range. A parked caller may hear a sequence f audi clips f yur chice, accrding t the parking slt range she is in. The parked caller may als be ruted t anther OBiPLUS entity, such as Leaving Vic by pressing a specific digit f yur chice (e.g. 1). - Music On Hld (MOH): Callers at the far-end may hear a music clip r audi annuncement f yur chice when the call is placed n hld by ne f the users in the system. Each user may be cnfigured t use a different MOH surce. The Master OBi cmes with a 30 secnd music clip that may be used as MOH surce. Yu may als uplad yur wn music clip. - Day Time/Night Time Call Ruting: In OBiPLUS, yu may define yur ffice hurs (such as Mnday Friday, 9:00 am 5 pm). In additin, yu may define a number f hlidays as exceptins t the nrmal ffice hurs fr example: 1/1, 7/4 (US Independence Day). Any time during yur ffice hurs is knwn as Day Time; therwise as Night Time. Yu may define rules t handle incming calls differently during day time and night time. Cpyright Obihai Technlgy, Inc. 7

8 OBiPLUS Tutrial - Aut Attendant (AA): Incming calls may be answered by an Aut-Attendant. Tw Aut-Attendants are available: Day Time AA and Night Time AA The names Day Time AA and Night Time AA are nly fr reference; yu may elect t use ne r bth AAs fr Day Time r Night Time. Yu may uplad/recrd up t 20 audi prmpts n the Master OBi. A ttal duratin f 120 secnds t be played in any cmbinatins by the AA is available. - Multiple Vic Mailbxes: OBiPLUS des nt have a vic engine n its wn; OBiPLUS relies n the vic service bundled with yur Service Prvider s vice service. A vic service n a Service Ptvider s service cnstitutes an OBiPLUS mailbx. A user may be cnfigured t mnitr all r just sme f the mailbxes in the system. - Vic Message Waiting Indicatin (MWI): The attached OBi device phne indicates a new vic is waiting by a stutter dial tne and / r VMWI (Visual Message Waiting Indicatin). An IP Phne indicates a new vic waiting by turning n the MWI lamp n the phne. - IP Phne/Side Car Prgrammable Buttn Functins: Mnitr Day/Night Mde The buttn is slid green during day time, slid red during night time. Press the buttn nce t switch Day/Night mde (and turn ff aut day/night mde switching based n ffice hurs). Mnitr Aut Day/Night Mde State The buttn is slid green if aut-daynight-mde is n; slid red therwise. Press the buttn nce t enable autday-night-mde Mnitr vic n a mailbx The buttn is slid green if n new vic waiting in that mailbx; slid red therwise. Press the the buttn nce t check vic in that mailbx. Mnitr a call park partitin The buttn is slid green if n calls are parked in that partitin; slid red if calls are parked in that partitin. The user may press the buttn t pickup a parked call frm that partitin. BLF (Busy Lamp Field) The allws the user t mnitr if anther user is n the phne (ne buttn mnitrs ne user extensin): The buttn is slid green if user is nt n the phne. Press the buttn nce t call that user s extensin. The buttn is slid red if the user is n a call r trying t make a call. Press buttn nce t call that user s extensin. The buttn will blink red if the extensin is ringing. Press the buttn nce t rute that incming call t yur phne. If successful, yu will hear a beep-beep cnfirmatin and then yur phne will ring. This peratin is transparent t the caller n the far end. Speed Dial and One-Tuch Call Transfer The buttn is slid green if a speed dial number is cnfigured. Press the buttn when n ther calls active t call Cpyright Obihai Technlgy, Inc. 8

9 OBiPLUS Tutrial that speed dial number. Press the buttn when there is an active call t (blind) transfer that active call t that speed dial number. One-Tuch t send caller t leave vic transfer a call t leave vic by pressing ne buttn. Tips: D this when yu have an active call that yu want t send t leave vic (d nt place the call n hld first). One-Tuch t park a call Users may park a call by pressing ne buttn. Tips: D this when yu have an active call that yu want t park e.g. d nt place the call n hld first. All f the abve functins can be easily enabled using the OBiPLUS Cnfiguratin Wizard. - Grup Extensins: Yu may assign an extensin t a grup f users. When calling a grup extensin, all users in that grup will ring. Yu can transfer a call t ring a grup extensin. Cpyright Obihai Technlgy, Inc. 9

10 OBiPLUS Tutrial System Features - Uplad r recrd audi prmpts fr the Aut Attendant (AA) and Music n Hld (MOH): All audi prmpts fr the AA and MOH must be stred n the Master OBi By default OBi202 nly cmes with the fllwing prmpts: Music a 30s music clip fr MOH. The phrase, Thank Yu fr Yur Call. The phrase, Please enter extensin. Yu may uplad r recrd additinal prmpts n the Master OBi. Up t 20 prmpts with a ttal duratin f 122 secnds may be upladed r recrded. Each individual prmpt is limited t 60 secnds. - Call Histry Call Detail Recrding (CDR): The Call Histry n the Master OBi keeps a lg f the last 400 calls. It can be viewed n a web brwser, r dwnladed as an XML file. - Call Status Mnitring The Call Status device web page n the Master OBi shws all the n-ging calls currently in the system. Yu have the ptin t terminate any call shwn n this page. - OBiPLUS Status Mnitring The OBiPLUS Status device web page n the Master OBi shws the n/ff line status f all client devices, as well as status f the parking lt. Yu have the ptin t terminate a parked call shwn n this page, r send the call t ring anther extensin r external number r t leave vic . - Hme/Branch Office Supprt A user can use OBiPLUS while he is away frm the Main Office. An OBi Phne can be relcated t a branch ffice transparently n special actin required. Relcating an IP Phne t a branch ffice requires installing an OBi202 device at the branch ffice as well, t act as the prxy fr the IP Phne t be able t access OBiPLUS services. The OBiPLUS cnfiguratin wizard can assist yu in setting up an OBi202 device as a prxy fr IP Phnes. Cpyright Obihai Technlgy, Inc. 10

11 OBiPLUS Tutrial Administrative Features - Remte prvisining with the OBiTALK.cm web prtal: All devices in an OBiPLUS system can be remtely prvisined by using OBiTALK.cm. Yu may use the OBiPLUS cnfiguratin wizard t generate cnfiguratin prfiles fr each device. The affected devices rebt autmatically t dwnlad the mdified cnfiguratin prfiles frm OBiTALK.cm. IP Phnes lcated at the Main Office will attempt t dwnlad their cnfiguratin prfiles frm the Master OBi n each bt-up. IP Phnes lcated at a branch ffice will attempt t dwnlad their cnfiguratin prfiles frm the crrespnding OBi202 device acting as thier prxy. - IP Phne Btstrap Yu may bring up a new IP phne at the Main Office quickly by installing it n the LAN side f the Master OBi. Afterwards, yu may mve it t cnnect thru the WAN side f the Master OBi. Yu may bring up a new IP phne at a Branch Office quickly by installing it n the LAN side f the Prxy OBi202. Yu may want t factry reset the IP Phne if it has been previusly cnfigured. The phne s built-in GUI has a setup ptin t revert the phne back t factry default state (i.e., all previus cnfiguratin erased). - Autmatic Device Firmware Upgrade The OBiTALK.cm prtal can remtely upgrade the firmware n all the devices in yur OBiPLUS system when new firmware becmes available frm Obihai Technlgy. Example Use Case Scenaris We describe a few usage scenaris here. The scenaris are based n the fllwing setup: - Main Number (SP1) = ; lcal and internatinal tll calls - Sales Number (SP2) = ; lcal calls nly - Custmer Service Number (SP3) = ; lcal calls nly - Sales Grup Extensins: 100, 101, 102, Custmer Service Grup Extensins: 104, Three (3) Parking Lt Partitins: Sales, Custmer Service, Other - Three (3) Vice Mail Bxes = Main, Sales, Custmer Service - Day Time Aut-Attendant (AA) = Thank yu fr calling XYZ. Press 1 fr Sales. Press 2 fr Custmer Supprt - Night Time Aut-Attendant (AA) = Thank yu fr calling XYZ. Our ffice hurs are Mnday thrugh Friday 9 am t 6 pm. Please leave a message r call back during ffice hurs. Cpyright Obihai Technlgy, Inc. 11

12 OBiPLUS Tutrial 1. An External Caller Calls Main Number During the Day Time - The Day Time AA answers after ne ring. - The AA plays annuncement. Caller presses 1 t ring the Sales Grup. - All the Sales Grup extensins ring. - One f the Sales Grup member, extensin 101, answers. - After talking fr a while, call is parked in the Custmer Service partitin. - All Custmer Service extensins receive a call park ntificatin: A distinctive intermittent shrt ring n OBi Phnes and a red blinking functin buttn n IP phnes is bserved. - Finally, a custmer service member n extensin 104 picks up the call frm the parking lt. 2. An External Caller Calls the Main Number During the Night Time - All extensins ring fr 20s. The call is then ruted t ring the Night Time AA. - The Night Time AA answers immediately. - The AA plays a message regarding regular ffice hurs. - The AA redirects the call t leave vice mail in the Main mail bx. - Caller leaves a vice mail in the Main mailbx - MWI lamps n IP phnes light up in red. OBi device cnnected analg phnes play stutter dial tne, indicating a waiting unheard message. 3. Re-rute An External Call t My Phne - Extensin 101 has a BLF buttn X mnitring extensin An external caller frm rings extensin BLF buttn X n extensin 101 blinks red. - User presses BLF buttn X n extensin 101, and hears a beep beep cnfirmatin tne. - Extensin 104 stps ringing. - Extensin 101 starts ringing, with Caller ID shwing the call is frm Finally, user answers the call frm extensin An External Caller Calls An Extensin via AA - External caller calls Main Number. Day Time AA answers after ne ring. - The AA plays its annuncement. The Caller enters 100. Extensin 100 rings fr abut 16 secnds. - The call is redirected t ring the mbile phne number Finally the mbile phne answers the call. Cpyright Obihai Technlgy, Inc. 12

13 OBiPLUS Tutrial Device Setup All OBi devices t be used with yur OBiPLUS system must be added t yur OBiTALK accunt at Yu may cnsider naming the devices s they can be easily recgnized n the OBiTALK dashbard. At least ne f the devices must be an OBi202 designated as the Master OBi f the OBiPLUS system. The OBiPLUS cnfiguratin wizard lets yu easily chse an OBi202 device as the Master OBi by selecting it frm a drp dwn list f eligible candidates. Preparing the Master OBi Each OBiPLUS system must have ne and nly ne OBi202 device appinted as the Master OBi. The tw built-in phne prts n the Master OBi may be used as tw f the OBiPLUS system phnes. These built-in phne prts are useful fr fax machines, crdless phne base statins and fr cnnectins t alarm panels r verhead paging systems. Subscriptin t an OBiPLUS License Befre yu can use OBiPLUS, yu must subscribe t OBiPLUS at and select the type f subscriptin yu will use Basic r Premium. There are tw (2) types f subscriptins: - OBiPLUS Basic Subscriptin Cst: $0 (Free) Supprt fr 2 OBi Phnes n the Master plus up t tw (2) mre OBi device cnnected phnes r IP Phnes. N branch ffice supprt. N individual mailbx mnitring. - OBiPLUS Premium Subscriptin Cst: $300/year Supprt fr 2 OBi Phnes n the Master plus up t ten (10) mre OBi device cnnected phnes r IP Phnes. Supprt fr all available features. Nte that the OBiPLUS cnfiguratin wizard will becme available t yu n OBiTALK.cm nly after yu have subscribed t an OBiPLUS service. Cnfiguring Vice Services (SP1 SP4) The vice/vic services used by all OBiPLUS users must be cnfigured n the Master OBi. There are 4 SP services n each Master OBi that can be used: SP1 SP4. Each service has a different external number. They can be with the same service prvider r different service prviders. The OBiTALK prtal has tls available t help yu add SP services n the Master OBi. SP set-up is best cmpleted via the OBiTALK prtal but is dne separatly frm the OBiPLUS cnfiguratin wizard. Yu may use the OBiTALK Device Cnfiguratin and the OBi Expert Cnfiguratin pages directly n the Master OBi device available frm the OBiTALK prtal. Cpyright Obihai Technlgy, Inc. 13

14 OBiPLUS Tutrial Uplading r Recrding Audi Prmpts The AA and Parking Lt functins require custmized audi prmpts. All audi prmpts must be stred n the Master OBi. There are three ways t get the prmpts int the OBi: 1. Recrd each prmpt using the device IVR menu 0 (frm a phne cnnected t a Master OBi PHONE prt, dial * * * 0), select ptin 1001# thrugh 1020#, and fllw the IVR annuncment instructins. 2. Uplad an audi file t the OBi frm the device web page under Vice Services/Aut Attendants, by clicking the crrespnding UserXDescriptin parameter, fr X = 1,, 20. The supprted file frmats are:.au r.wav files, 16-bit linear PCM r ulaw r alaw encded, mn r stere, at 8/11.025/16/22.05/32/44.1/48 khz sample rates. 3. Uplad a cmplete set f prmpts stred in a single file that is created by backing up all the user prmpts frm anther OBi device. This backup file will als include the descriptin strings fr each user prmpt. Yu perfrm this peratin frm the device web page as if yu are updating the firmware. The device can tell that yu are just updating the user prmpts frm the cntents f the file yu are uplading t the device. Netwrk Cnfiguratin: WAN Side r LAN Side As it can functin as a ruter, the Master OBi has a LAN prt and a WAN prt. Yu may install the client devices (either OBi phne adapters r IP Phnes) n the LAN side r n the WAN side f the Master OBi. It is recmmended that all the IP Phnes are installed n the LAN side t simplify netwrk management. Hwever, if yu must install ne r mre IP Phnes n the WAN side, yu shuld assign a static IP address t the WAN interface f the Master OBi. The same IP address must be cnfigured nt each WAN side IP Phne as the value fr the NON-DHCCP DNS 1 parameter. Nte that yu can avid this manual step if yu fully bring up the IP phne n the LAN side first befre taking the phne t the WAN side. This way, the phne has a chance t learn the WAN side IP address f the Master OBi withut yu having t explicitly cnfigure it. Client OBi Devices OBiPLUS client OBi devices may be prvisined by OBiTALK.cm t wrk with OBiPLUS the same way whether they are at the Branch Office r at the Main Office, LAN side r WAN side f the Master OBi. Once yu have updated yur OBiPLUS cnfiguratin using the setup wizard and generated new cnfiguratin prfiles, the affected OBi devices will rebt and autmatically dwnlad the updated prfile frm OBiTALK.cm. IP Phnes At the Main Office If the IP Phne is at the main ffice, it may be installed n the WAN side r n the LAN side f the Master OBi. It is easier t bring up the phne n the LAN side. If it is required t install the phne n the WAN side, we recmmend bringing up the IP phne fully n the LAN side first befre mving it t the WAN side. That way, all yu need is t factry reset the phne (if it has been cnfigured previusly) and then pwer it n until it gets fully Cpyright Obihai Technlgy, Inc. 14

15 OBiPLUS Tutrial prvisined autmatically. In case the phne gets stuck in an intermediate screen withut a further update fr mre than 5 minutes, yu can help the prcess alng by pwer cycling the IP phne. If fr any reasn yu can nly bring up a new phne n the WAN side f the Master OBi, yu can select the Prfile Rule ptin frm the phne s Setup menu and enter: Then, press the resync sft key n the phne. The phne shuld be able t get fully prvisined the same way as if it was cnnecting thru the LAN side f the Master OBi. If the WAN interface IP address f the Master OBi happens t change after the phne has been installed, yu can fix the prblem by mdifying the Nn-DHCP DNS 1 parameter under the Netwrk Optin f the phne s setup menu, with the new WAN interface IP address f the Master OBi. At a Hme/Branch Office If the IP Phne is at a branch ffice, it MUST be installed n the LAN side f an OBi202, which als acts as the prxy fr the IP Phne t access OBiPLUS services. An OBi202 can be a prxy fr up t 4 user extensins. If yu have n mre than 4 IP phnes at a branch ffice, yu nly need ne OBi202 t be used as prxy there. Prxying fr ne IP phne extensin requires ne SP service slt n the prxy OBi202 device. Hwever, nte that each OBi202 phne prt may als be used a client OBi phne at the branch ffice. Each OBi phne cnsumes ne SP service slt n the prxy OBi202, thus reduces the number f IP phnes it can prxy by ne. S each OBi202 at the branch ffice can either prxy fr 4 IP phnes with n OBi phnes, r prxy fr 3 IP phnes with ne OBi device cnnected phne, r prxy fr 2 IP phnes with 2 OBi device cnnected phnes. Cpyright Obihai Technlgy, Inc. 15

16 OBiPLUS Tutrial OBiPLUS Cnfiguratin Wizard The best way t cnfigure an OBiPLUS system is t use the OBiPLUS Cnfiguratin Wizard. The wizard is an nline tl available at After lg-in, the link t the OBiPLUS Cnfiguratin Wizard will be visible nly if yu have already subscribed t an OBiPLUS slutin (see the screensht t the right). Select Slutins t access OBiPLUS Subscriptin ptins. Befre starting the OBiPLUS wizard, be sure t add all the OBi devices t be used in yur OBiPLUS system t the OBiTALK dashbard. The wizard ffers the fllwing ptins n its main page: - New Prject Wizard: A simplified wizard t quickly create a basic prject frm scratch in a few simple steps. Yu can then fine-tune and add mre details t the prject by pening the prject fr further editing. - Read Tutrial: A shrt nline tutrial n hw t cnfigure an OBIPLUS system using the wizard. - Open Existing Prject: Launch the prject editing tl t make mdificatins t any aspect f an existing prject. - Remve Existing Prject: Remve an existing prject. - Start New Prject: Launch the prject editing tl with a brand new empty prject. Yu can build it up t be a cmplete prject by adding details t it step-by-step with the tl. Yu will be asked t prvide a name t the new prject r let it verwrite an ld ne with the same name. The OBiPLUS Cnfiguratin Wizard stres all the data fr each OBiPLUS cnfiguratin in a prject file. An OBiPLUS Prject is an abstractin f a cmplete set f cnfiguratin prfiles fr all the devices in the target OBiPLUS system. It prvides a cnslidated lgical view f the whle system with a list f users, grups, devices, and assignments f devices and extensins t users, etc., withut viewing r prcessing any f the individual device prfiles. Cpyright Obihai Technlgy, Inc. 16

17 OBiPLUS Tutrial Yu can define multiple prjects in yur OBiTALK.cm accunt, and select which prject t use fr yur system at any time. That way, yu can quickly and safely experiment with different cnfiguratins in each prject. Each prject is independent. After trying ut sme experimental features with a new prject, yu can always fallback t an ld prject t cnfigure yur system. It is als a gd practice t start a new prject by cpying/renaming an ld prject. New Prject Wizard The OBiPLUS Cnfiguratin Wizard Main Page It is nt required t use the New Prject Wizard t create a new OBiPLUS prject, but it is an easy way t create a new prject frm scratch especially if yu are new t OBiPLUS system cnfiguratin. This wizard cnsists f seven (7) simple steps with a lt f nline help t guide yu thrugh the prcess. Yu can navigate back and frth amng the steps befre cmmitting t create the prject at the last step. After creating the prject, yu can pen it t make further edits and t generate the cnfiguratin files t uplad t the devices in yur target system. Cpyright Obihai Technlgy, Inc. 17

18 OBiPLUS Tutrial Each step in the new prject wizard requests that yu fill ut a frm regarding the users, the phnes, r the vice services in yur system. Belw is an verview f each step. Step 1: Define IP Phnes Unlike the OBi devices, yu cannt add IP phnes t yur OBiTALK accunt dashbard. Therefre yu must explicitly let the wizard knw abut the IP phnes yu are planning t use. Nte that IP phnes are ptinal equipment and yu may skip this step if yu d nt intend t use IP phnes. Yu can always add (mre) IP phnes later by editing the prject. T cmplete this step, yu will enter the fllwing infrmatin fr each IP phne that yu plan t use: Phne Name: A name t uniquely identify the phne in the prject, such as Jhn's Phne MAC Address: The MAC Address f the phne (usually printed n the back f the phne). A valid MAC address has 12 HEX digits with n extra white spaces. Fr example: 008e123456ab Make/Mdel: The make/mdel number f the phne. Yu can select ne f the mdels frm the drp dwn list. Sidecars: Specify the number f sidecar units that are r will be attached t the phne. Enter either 0 r 1. Nte that the phne mdel Cisc/SPA303 des nt have a side car ptin, and the crrespnding Sidecars value is always 0 Up t 10 IP Phnes may be defined in this step. Sme examples are shwn in the screensht belw. New Prject Wizard Page Step 1: Define IP Phnes Cpyright Obihai Technlgy, Inc. 18

19 OBiPLUS Tutrial Step 2: Create Users Yu may define up t 12 users fr yur system in this step. Yu will specify the fllwing attributes fr each user. Only the first fur attributes are required. In mst cases, yu can chse default values fr the rest. OBi Name (OBi Number) r Phne Name (MAC Address): The OBi Phne r IP Phne device assigned t the user. Yu may select frm the drp dwn list r enter the value in the bx directly. The drp dwn list is a cllectin f all the OBi devices n yur OBiTALK accunt dashbard and the IP phnes defined in Step 1. Phne Prt: The phne prt n the OBi device t use fr this user. Each device phne prt is assigned t a different user. Fr a device with tw phne prts, such as the OBi202, each phne prt may be assigned t a different user t supprt tw users per device. Hence the Master OBi may have tw users cnfigured n it. This ptin will nt be shwn if an IP phne device is selected fr the user. User: User's name, such as, Jhn, Alice, Bb. The user s name must be unique amng all the users. Ext.: The 3-digit extensin fr the user. It must be in the range and must be unique amng all the users. Use fr Paging: Indicate if this extensin is fr paging nly. Unless this user extensin is intended t hk up t an external paging system, yu shuld uncheck this bx (default). MOH: Check this bx if yu want the caller t hear sme music r ther recrded annuncement f yur chice. Default is unchecked. -- The fllwing user attributes are less cmmn. Keeping them at default value is sufficient in mst cases -- ITSP Prfile: Select the ITSP Prfile n the client OBi t apply the cnfiguratin fr this user. This ptin is nt shwn if an IP phne r a Master OBi phne prt is selected fr the user SP Service: Select the SP Service n the client OBi t apply the cnfiguratin fr. this user. This ptin is nt shwn if an IP phne r a Master OBi phne prt is selected fr the user. Cdec Prfile: Select the Cdec Prfile n the client OBi t apply the cnfiguratin fr this user. This ptin is nt shwn if an IP phne is selected fr the user. Ring Prfile: Select the Ring Prfile n the client OBi t apply the cnfiguratin fr this user. This ptin is nt shwn if an IP phne is selected fr the user. User and Ext. attributes must be unique amng the users. Each user must be assigned a different OBi Phne r IP Phne device. The Master OBi device must be specified by filling ut the OBi device bx fr either Master:Prt1 r Master:Prt2; hwever it is entirely ptinal whether t actually assign a user t Master:Prt1 r Master:Prt2. This screensht shws an example with seven users defined. Cpyright Obihai Technlgy, Inc. 19

20 OBiPLUS Tutrial Step 3: Create Grups New Prject Wizard Page Step 2: Create Users A grup is a named cllectin f users. Fr example, yu can define a grup named All t include the entire staff in the ffice. Grups can verlap. A user can be member t mre than ne grup. T use OBiPLUS successfully, yu are nt required t create grups fr yur prject; hwever it wuld simplify sme f the cnfiguratin tasks. Fr example, yu may want incming calls t ring just the Sales team during day time ffice hurs, and then ring the entire staff during night time (after hurs). With the Sales and All grups defined, yu can simply indicate the grup name in the prject cnfiguratin instead f spelling ut individual users t ring in each case. T define a grup, prvide a name fr the grup and a list f users as members. Each user is separated by a cmma. Yu may als select users t place int the grup frm the drp dwn list f users defined in the last step. An example with tw grups defined is shwn in the Create Grups screensht belw. New Prject Wizard Page Step 3: Create Grups Cpyright Obihai Technlgy, Inc. 20

21 OBiPLUS Tutrial In sme parts f the OBiPLUS wizard, there is a need t distinguish between a grup name and a user name, e.g., in a ringlist definitin. The cnventin is t append a ".grup" suffix t the name t indicate that it is referring t a grup instead f a user. Fr example: All.grup, Sales.grup and Custmer Supprt.grup. Step 4: Trunks and Vic A trunk refers t a vice service n the Master OBi. The OBiPLUS vic feature relies n the vic services bundled with yur trunks. Each trunk that includes vic service cnstitutes a mailbx in OBiPLUS. In this step yu will need t prvide sme basic infrmatin abut the trunks (vice services) yu want t use fr OBiPLUS and whether vic service is available fr each trunk. Yu must nt enter the same trunk mre than nce. Yu may specify the fllwing attributes fr each trunk: Trunk: The standard name f the vice service n the Master OBi: SP1 SP4. DID Number: The DID number f the trunk, such as Has Vic Indicate if this service cmes with vic . Calling Trunk fr Leaving VM: Indicate anther trunk t use t call the current trunk s DID number t leave vic . This must be different frm the current trunk. Nte that the abve implies that yu must have a least 2 trunks cnfigured n yur Master OBi t use the vic feature effectively. Based n the infrmatin yu enter, the wizard will generate a set f vic settings in the prject t let yu: - Check vic by calling internal extensin 500 fr the first mailbx, 501 fr the secnd, etc. - Leave vic by calling internal extensin 400 fr the first mailbx, 401 fr the secnd, etc. The wizard des this assuming that ne wuld call the DID number f a trunk frm the same trunk t check vic . If yur ITSP requires that yu call a different special number t check vic , yu must pen the prject later t mdify the check vic external number fr that trunk. A screensht f Step 4 is shwn belw with an example f tw mailbxes defined. Cpyright Obihai Technlgy, Inc. 21

22 OBiPLUS Tutrial New Prject Wizard Page Step 4: Trunks and Vic Step 5: Outging Calls In this step, yu specify the rules fr the Master OBi t select a trunk fr making utging calls t an external number based n the number dialed. Up t 12 rules may be defined here. If yu have multiple trunks that can be used fr making calls t similar number patterns, yu can grup thse trunks int a Trunk Grup (such as TG1) n the Master OBi. Yu may then specify a rule t use that trunk grup fr utging calls t thse number patterns. Yu must specify a dial prefix (8 r 9) in each rule that the user must dial fr making calls n that trunk. The dial prefix is nt part f the target phne number sent t the service prvider terminating the call. It will be stripped by the Master OBi when setting up the call with the service prvider. Cpyright Obihai Technlgy, Inc. 22

23 OBiPLUS Tutrial The screensht belw shws an example with tw rules: 1. Fr any number that starts with 9011, use SP1 service. 2. Fr any number that starts with 9, use TG1 service. New Prject Wizard Page Step 5: Outging Calls Step 6: Incming Calls Yu may define up t 8 ruting rules fr handling incming calls n the shared vice services (r trunks) installed n the Master OBi. Fr each rule yu specify whether t ring ne r mre users, ne r mre grups, r ne f the AAs, r any cmbinatin f the abve. Fr the same trunk, yu can specify ne rule fr Day Time and a different rule fr Night Time. Yu can als elect t redirect the call t an AA r t the parking lt after it rings fr a number f secnds. The fllwing screensht shws an example with fur inbund call ruting rules: 1. Incming calls n SP1 during day time are ruted t ring the Day Time AA nly. 2. Incming calls n SP2 during day time are ruted t ring the Day Time AA nly. 3. Incming calls n SP1 during night time are ruted t ring the Sales and the Custmer Service grup members. If the call is nt answered in 30s, rute the call t ring the Night Time AA. 4. Incming calls n SP2 during night time are ruted t ring the Sales and the Custmer Service grup members. If the call is nt answered in 30s, rute the call t ring the Night Time AA Cpyright Obihai Technlgy, Inc. 23

24 OBiPLUS Tutrial New Prject Wizard Page Step 6: Incming Calls Nte that by default, Day Time (r Office Hurs) is defined as Mnday Friday, 9:00 am 5:00 pm with n exceptin. Any time utside this range is regarded as Night Time. Yu cannt mdify the ffice hurs in the New Prject Wizard. Yu can repen the prject t mdify the ffice hurs after yu have finished creating it. Step 7: Create Prject This is the final step f the New Prject Wizard. Here yu prvide a name fr the prject and then press Create Prject t save the new prject in yur accunt. If the prject name cllides/cnflicts with an existing prject, the wizard will prmpt yu t either verwrite the ld prject r enter anther name. After the new prject is created, yu can pen it t make further edits. New Prject Wizard Page Step 7: Create Prject Cpyright Obihai Technlgy, Inc. 24

25 OBiPLUS Tutrial OBiPLUS Prject Editing The prject editing tl is the cre f the OBiPLUS cnfiguratin wizard. It includes extensive nline help infrmatin t guide yu thrugh each step. Usually, when yu hver yur muse ver a parameter name r table captin n any page fr example, a tl-tip bx pps-up that prvides mre explanatin f the functin r frmat f that parameter r table entry. Yu can pen an existing prject r start a new empty prject fr further editing. The prject editing tl is rganized int a number f tpics. The available tpics are: - Getting Started - Master OBi - IP Phnes - Users - Grups - Inbund Trunks - Outbund Trunks - Vic - Office Hurs - Recrded Prmpts - Aut Attendants - Parking Lt - Prxies - Generate Cnfig Files In any sequence, yu may visit each tpic by clicking the crrespnding link n the left side f the page. Yu must hwever, visit the link Generate Cnfig Files t generate the cnfiguratin files fr all the devices when yu are dne with editing t have the changes yu made t take effect in the target OBiPLUS system. An verview f each tpic is prvided in the fllwing sectins. Tpic: Getting Started This page gives yu a quick verview f the prject editing tl. Each prject tpic is brken dwn int ne r mre tasks where yu have the chance t cnfigure a small number f attributes in each task. A task may cntain ne r mre steps where each step is presented t yu as a separate page. Each page cmes with extensive HELP which yu can expand-n t view the full details, r cllapse t save space. In the final step f each task, there is a Finish buttn which yu can click t cmmit the changes yu made thrughut the task t becme permanently stred in the prject file. Prir t that, yu can navigate between the steps (if there are mre than ne) by pressing the Back and Cntinue buttns withut lsing the uncmmitted changes that yu have Cpyright Obihai Technlgy, Inc. 25

26 OBiPLUS Tutrial made thus far. Hwever, if yu jump t anther tpic r task prir t clicking Finish fr the current task, the uncmmitted changes will be discarded. The wizard uses the ntatin?? t prefix an ptin value that is n lnger valid. Fr example:??test User indicates Test User is an undefined user,??sale.grup indicates Sales is an undefined grup, etc. These errrs may emerge if yu have remved a user r grup after it has been used elsewhere in the prject. The wizard will nt remve thse invalid ptins autmatically, but rather indicate thse errrs s yu can crrect them the way yu want by either redefining the missing user r grup, r remving all references t the undefined user r grup everywhere in the prject. When yu run "Generate Cnfig Files", the wizard will als list these errrs as WARNINGS but will prceed by ignring thse undefined entities. At the tp-left crner f each page yu can als find the fllwing infrmatin: - Prject File: This is the name f the current prject being edited. - Last Mdified: This is the time-stamp f the last change made t the prject. Yu will ntice the time-stamp updates as sn as yu cmmit the mdificatins yu make under any f the prject tpics. - Save Prject As: Press this buttn t save the prject under a different name. If yu are experimenting with sme changes t an existing prject, it is always a gd idea t save the prject with a different name first, and then experiment with the changes n the new prject. OBiPLUS Prject Editing Page Tpic: Getting Started Cpyright Obihai Technlgy, Inc. 26

27 OBiPLUS Tutrial Tpic: Master OBi Here, yu may select the Master OBi device frm a drp-dwn list f eligible devices. The list nly includes OBi202 devices that have been added t yur OBiTALK accunt. Each eligible device is represented by its Device Display Name fllwed by its OBi Number in parenthesis, such as My OBi ( ) r ( ); the device display name may be empty if nne has been assigned t that device n yur OBiTALK accunt dashbard. The device that is currently selected as the Master OBi will be marked with an * befre its OBi Name (Obi Number) (such as *My OBi( ) r *( )) thrughut the prject. If yu d nt see an OBi that is marked as such in the Chse Master OBi Device drp dwn list, yu have nt chsen the Master OBi yet. On the ther hand, if yu have chsen a Master OBi but later remved that device frm yur accunt, yu will see smething like??*( ) in the prject which indicates that the device is nt a valid device. Yu must crrect this prblem by either adding the device back t yur accunt, r select anther OBi202 device as the Master OBi. If yu have selected ne r mre OBi202 devices as Prxies (see the sectin Tpic: Prxies), thse will nt be eligible as a Master OBi chice and therefre will nt be shwn in the device drp dwn list here either. Nte that yu must set up ne r mre vice services (SP1 SP4) n yur Master OBi t be used as the shared vice services fr yur OBiPLUS system. Furthermre, yu may want t setup ne r mre trunk grups (TG1 TG4) r vice gateways (VG1 VG8) n the Master OBi. This set-up can be dne separately frm OBiPLUS using the OBiTALK prtal Device Cnfiguratin r the OBi Expert Cnfiguratin pages as they are nt part f the OBiPLUS Cnfiguratin Wizard. OBiPLUS Prject Editing Page Tpic: Master OBi Cpyright Obihai Technlgy, Inc. 27

28 OBiPLUS Tutrial Tpic: IP Phnes If yu plan t have ne r mre users using an IP phne, yu must describe each phne under this tpic. Yu can add a new IP Phnes using the Add Phne ptin, where yu prvide the fllwing infrmatin: - Name: A name with which t reference the phne, such as Sam s Phne. The name must be unique amng all the phnes added t the prject. - Make/Mdel: Select frm a drp dwn list f all supprted make/mdels. - MAC Address: A unique MAC address f the phne. It must cntain 12 HEX digit exactly, such as 008eab39271c. - Number f Side Cars: Either 0 r 1, if the selected make/mdel supprts side car. - Line Key Functin Assignments: Assign a functin t each line key n the phne and n the side car. After yu have added the phne, yu can assign it t a user in yur prject. Yu can create a new phne frm scratch r base it n an existing phne that is already added t yur prject. If the new phne is based n an existing phne in the prject, all the attributes are cpied frm the reference phne except the Phne Name and MAC Address, which yu must prvide fr the new phne. As shwn in the fllwing screensht, the first page f this tpic shws a list f phnes currently defined. Yu may mdify the attributes f a phne by clicking the crrespnding Phne Name. OBiPLUS Prject Editing Page Tpic: IP Phnes Cpyright Obihai Technlgy, Inc. 28

29 OBiPLUS Tutrial Tpic: Users A User in an OBiPLUS prject may represent a live persn, r just a piece f equipment (such as a FAX machine r a paging system) that is assigned an internal extensin in the OBiPLUS phne system. If yu start a new prject file frm scratch, there are n users defined initially. Yu can add users t the prject ne-by-ne by clicking the Add User buttn under this tpic. Yu can specify the fllwing attributes fr each user: - Name: A name that is unique amng all users fr referencing this user. This attribute must nt be empty. - Extensin: Select an extensin fr this user frm a drp dwn list f available extensins. The extensin is in the range The list excludes any extensin that has already been assigned. - Passwrd: If the user is nt using a phne prt n the Master OBi itself, a passwrd may be assigned fr the user extensin fr authenticatin t the Master OBi. - Call Frward Offline Number: If the user is nt using a phne prt n the Master OBi itself, yu can specify a number here t let the Master OBi frward an incming call fr this user in the event that his device is ffline. - MOH Surce: Select which MOH (music-n-hld) surce t use when the user is placing a call n hld. Select <blank> if d nt want this user t have MOH. - OBi Device: Select a device fr the user frm a drp dwn list. It may be an OBi Phne (n the Master OBi itself r attached t anther OBi device) r an IP Phne. Fr devices with 2 phne prts, yu will see 2 chices with the same OBi Number with Ph1 and Ph2 appended respectively, such as: ( :Ph1) ( :Ph2) - Use Fr Paging Only: This ptin will indicate if this extensin is used fr paging nly. This ptin is nly applicable if the selected device is an OBi Phne. - Mailbxes Mnitred: Setup the list f mailbxes that the user is mnitring. Mailbxes are defined under the Tpic: Vic - Parking-Lt Partitins Mnitred: Setup the list f parking lt partitins that the user is mnitring. Parking Lt Partitins are defined under the Tpic: Parking Lt - OBi ITSP Prfile: If the user is assigned an OBi phne that is nt n the Master OBi itself, this attribute tells the wizard which ITSP Prfile n the client OBi device it shuld apply the cnfiguratin required t use OBiPLUS. There are 4 prfiles t chse frm n an OBi202 device: A, B, C, r D. There are 2 prfiles t chse frm n an OBi100/OBi110: A r B. - OBi SP Service: If the user is assigned an OBi phne that is nt n the Master OBi itself, this attribute tells the wizard which SP Service n the client OBi device t apply the cnfiguratin required t use OBiPLUS. There are 4 SP services t chse frm n an OBi202 device: 1, 2, 3, r 4. There are 2 SP services t chse frm n an OBi100/OBi110: 1 r 2. Nte that if the client device is an OBi202 and if that device is als used as Prxy fr ne r mre IP Phnes, then the prxying fr each IP phne will take away ne f the available SP services n that OBi202 device. The chices here will be filtered by the wizard t shw nly thse that are still available. - OBi Ring Prfile: If the user is assigned an OBi phne, this attribute tells the wizard which Ring Prfile n the OBi device t apply the OBiPLUS specific ring settings. Available ring prfiles are: A r B. Cpyright Obihai Technlgy, Inc. 29

30 OBiPLUS Tutrial - OBi Cdec Prfile: If the user is assigned an OBi phne, this attribute tells the wizard which Cdec Prfile n the OBi device t apply the OBiPLUS specific cdec settings. Available cdec prfiles are: A r B. Yu may create a new user frm scratch r based n an existing user already defined in the prject. If the new user is based n an existing ne, all the attributes are cpied frm the reference user except the user s Name, Extensin, and OBi Device, which yu must prvide fr the new user. As shwn in the fllwing screensht, the first page f this tpic shws a list f users currently defined. Yu can mdify the attributes f a user by clicking the crrespnding user name. Tpic: Grups OBiPLUS Prject Editing Page Tpic: Users A grup is a lgical cllectin f users that can be referenced cnveniently with a Grup Name elsewhere in the cnfiguratin. Sme examples f grups are: Sales grup, Custmer Service grup, Engineers grup. When yu start a new prject frm scratch, there are n grups initially. Yu can add grups t the prject ne-by-ne by clicking the Add Grup buttn. T define a grup yu must give the grup a name that is unique amng all the grups in the prject. Yu can als assign an internal extensin t a grup. When yu call the grup s Cpyright Obihai Technlgy, Inc. 30

31 OBiPLUS Tutrial extensin, all the members in the grup will ring. When a drp-dwn list cntains a mixture f grup names and nrmal user names, the wizard appends ".grup" t the grup name t indicate the name refers t a grup rather than a user. Fr example: Sales.grup, Supprt.grup, All Users.grup. Cpyright Obihai Technlgy, Inc. 31

32 OBiPLUS Tutrial As shwn in the fllwing screensht, the first page f this tpic shws the grups currently defined in the prject. OBiPLUS Prject Editing Page Tpic: Grups Tpic: Inbund Trunks A trunk refers a vice service cnfigured n the Master OBi. Under this tpic yu specify hw inbund calls shuld be handled by OBiPLUS, by defining ne r mre call ruting rules fr each trunk that yu want t use with OBiPLUS. Each rule has the fllwing attributes: - Trunk Name: The standard service name fr the trunk t which this rule applies. Such as SP1 and SP2. - Caller ID: The caller ID number r number pattern that will trigger this rule. If the value is blank, any caller number can trigger this rule. - Type: Either day (nly applies during day time), night (nly applies during night time), r day+night (applies at any time). - RingList: The list f numbers t ring. The numbers can be a mixture f internal r external numbers. - Redirect T: The number t redirect the incming call if n ne answers. It can be an internal r external number. This value is ptinal; the call will nt be redirected if this value is nt specified. - Redirect After: Number f secnds t wait befre redirecting the incming call t anther number if n ne answers. This attribute is ignred if the value f the Redirect T attribute is nt specified. Cpyright Obihai Technlgy, Inc. 32

33 OBiPLUS Tutrial The first three attributes: Trunk name, Caller ID and Type, specify the triggering cnditin fr that rule. The rest f the attributes specify the numbers t ring as a result f executing that rule. Yu may define multiple rules fr the same trunk as lng as the triggering cnditins d nt cnflict with each ther. Fr rules that apply t the same trunk, the rdering f the rules matters. The rule that appears first will be selected if the triggering cnditin matches mre than ne rule. The first page f this tpic lists the inbund call ruting rules currently defined in the prject. An example is shwn in the fllwing screensht. OBiPLUS Prject Editing Page Tpic: Inbund Trunks Tpic: Outbund Trunks A trunk is a vice service cnfigured n the Master OBi. An utbund trunk is ne that may be used fr utbund calls. If yu plan t use tw r mre trunks fr this purpse, cnsider putting them t a trunk grup (TG) n the Master OBi and add the TG as an utbund trunk here. Under this tpic, yu define ne r mre call ruting rules fr each trunk. Each rule has the fllwing attributes: - Trunk: The standard name f the vice service, such as SP1, SP2. - Dial Prefix: A 1-digit prefix, such as 9 r 8. Cpyright Obihai Technlgy, Inc. 33

34 OBiPLUS Tutrial - Digit Map: A digit map fr matching against the target number t call. The Dial Prefix and Digit Map attributes are the triggering cnditin f the rule, while the Trunk attribute is the trunk t use fr the call as a result f the rule. The rdering f the rules matters. The rule that appear first is selected if the dialed number matches the triggering cnditin f mre than ne rule. The first page f this tpic shws a list f utbund call ruting rules defined in the prject. An example is shwn in the screensht belw. OBiPLUS Prject Editing Page Tpic: Outbund Trunks Tpic: Vic OBiPLUS supprts vic by taking advantage f the vic services prvided thrugh yur SP1 SP4 vice services n the Master OBi. Mst Internet Telephny Service Prviders (ITSP) bundle vic with their standard vice services. A typical ITSP prvided vic service (including Ggle Vice) has the fllwing characteristics: Checks vic by calling frm the service accunt t a special number. Typically this special number is the same as the DID number fr that accunt itself. But it can als be any number that the ITSP chses such as *79. Frwards incming calls t vic when nt answered after a specific number f rings. Smetimes, the call is said t rllver t vic . Mst ITSPs allw the accunt hlder t set the number f rings befre the call rllsver t vic . If ne f yur vice services is meant t be used fr vic nly, it is recmmended that yu set the number f rings befre the call ges vic t 0, r enable the Cpyright Obihai Technlgy, Inc. 34

35 OBiPLUS Tutrial DND (d nt disturb) feature n the accunt t frce all calls t rllver t vic immediately. Offers n methd t send a caller t leave a vic after the call has been answered lcally. This is a majr weakness ITSP prvided vic services. Fr example, there is n easy way fr a call t be sent t vic after it has been answered by the OBiPLUS Aut Attendant. OBiPLUS circumvents this prblem by bridging the riginal call with a nw utging call int the ITSP vic system. This technique requires at least tw different vice services cnfigured n the Master OBi. With OBiPLUS, a caller may be directed t leave vic in tw ways: Autmatic rllver t vic by the ITSP withut call being answered by anyne in the ffice. Bridged by OBiPLUS t leave vic via ne f yur SP service trunks after the call is answered by smene in the ffice. Either way, OBiPLUS sends users vice mail ntificatins as lng as there are new vic messages in any f the ITSP vic bxes. Each SP vic service is viewed as a mailbx in OBiPLUS. The wizard helps yu t define an internal extensin t check vic fr each mailbx, and anther extensin t leave vic . When yu call an extensin t leave vic , yu can then transfer anther caller t this call, essentially bridging the caller t the vic service t leave vic in the mailbx that yu just invked. A maximum f fur mailbxes can be defined in OBiPLUS; ne fr each SP service n the Master OBi. Fr each mailbx yu specify the fllwing attributes: Mailbx Name: The mailbx name can be smething like Main r Sales fr referencing that mailbx thrughut the prject. The name must be different fr each mailbx in the prject. Mailbx ID: A 2-digit ID fr referencing this mailbx, such as 00, 01, 02, The Mailbx ID must be different fr each mailbx in the prject. SP Service and Check Vice Mail Number: The SP service ffering the vic service, and the external number t call (using that SP service) t check vic in this mailbx. There shuld be nly ne mailbx defined fr each SP Service. Fr mst ITSPs this is the DID number fr the same SP accunt, but culd be sme ther special number, such as *79. The Master OBi MUST call this number using the same SP service s that the ITSP will knw that the caller is trying t check vic in his accunt. Check Vice Mail Extensin: A 3-digit internal extensin fr checking vic in this mailbx. Depsit Vice Mail Extensin: A 3-digit internal extensin fr leaving vic in this mailbx. A user wuld call this extensin in rder t transfer anther caller t leave vic in this mailbx. Depsit Vice Mail Number: The external number t call t leave vic in this mailbx. This nrmally is the DID number fr the same SP accunt ffering the vic service. The Master OBi, hwever, MUST call this number frm a different SP service. Yu must tell the wizard what this ther SP service is, and the Caller ID number that the Master OBi can expect t see when the call cmes in. Based n the Cpyright Obihai Technlgy, Inc. 35

36 OBiPLUS Tutrial Caller ID, the Master OBi may then ignre the call and let it rllver t vic , thus achieving the desired effect f letting the caller t leave vic . Cnsider the fllwing example. Suppse yu have tw vice services, SP1 and SP2, n the Master OBi bth f which have vic services. Let SP1 and SP2 have the DID numbers and respectively. The tw mailbxes can be defined as fllw: Vic Service n SP1 Mailbx Name = SP1-Vic Mailbx ID = 00 Check VM Extensin = 500 Check VM Number = SP1( ) Depsit VM Extensin = 400 Depsit VM Number = SP2( ); Caller-ID = Vic Service n SP2 Name = SP2-Vic ID = 01 Check VM Extensin = 501 Check VM Number = SP2( ) Depsit VM Extensin = 401 Depsit VM Number = SP1( ); Caller-ID = The first page f this tpic shws a list f mailbxes defined in the prject. An example is shwn in the screensht belw. T mdify the attributes f a mailbx, click the name f that mailbx. Cpyright Obihai Technlgy, Inc. 36

37 OBiPLUS Tutrial OBiPLUS Prject Editing Page Tpic: Vic Cpyright Obihai Technlgy, Inc. 37

38 OBiPLUS Tutrial Tpic: Office Hurs By defining a set f time ranges knwn cllectively as Office Hurs, yu tell OBiPLUS when t autmatically switch n night time peratin mde. Night time peratin mde affects hw incming calls are ruted. During night time, yu may chse t ring different extensins, external numbers r an aut-attendant with a different greeting. Furthermre, yu can define ne r mre exceptins t nrmal ffice hurs t take int accunt specific cmpany hlidays r events that affect nrmal business hurs. An example is shwn in the screensht belw. OBiPLUS Prject Editing Page Tpic: Office Hurs Tpic: Recrded Prmpts Yu may stre up t 20 user audi prmpts n yur Master OBi. They are referred t as User1,... User20 prmpt n the OBi. The ttal strage fr all prmpts is abut 120 secnds, with each prmpt limited t 60 secnds. These prmpts can be used, in different cmbinatins, by the Aut Attendants, the parking lt and fr Music-n-hld. A prmpt can be a music r speech clip. There are three ways t get the prmpts int the OBi: 1. Recrd each prmpt using the device IVR menu 0 (frm the Master OBi PHONE, dial * * * 0), select ptin 1001# thrugh 1020#, and fllw the IVR instructins. 2. Uplad an audi file t the OBi frm the device web page under Vice Services/Aut Attendants, by clicking the crrespnding UserXDescriptin parameter, fr X = 1,, 20. The supprted file frmats are:.au r.wav files, 16-bit linear PCM r ulaw r alaw encded, mn r stere, at 8/11.025/16/22.05/32/44.1/48 khz sample rate. Cpyright Obihai Technlgy, Inc. 38

39 OBiPLUS Tutrial 3. Uplad a cmplete set f prmpts stred in a single file that is created by backing up all the user prmpts frm anther OBi device. This backup file will als include the descriptin strings fr each user prmpt. Yu perfrm this peratin frm the device web page as if yu are updating the firmware; the device can tell that yu are just updating the user prmpts frm the cntents f the file yu are uplading t the device. Under this tpic yu can assign a name (up t 32 characters) and a shrt descriptin (up t 128 characters) fr each user prmpt. Make sure these values match the nes as stred n yur Master OBi device. T make it easier t use the prmpts t frm prmpt lists fr yur AA and Parking Lt, yu shuld give it a descriptive name s yu can easily tell what the cntents f the prmpts are. Fr example, yu might recrd the phrase "Yur call is imprtant t us. Please stay n the line and we will answer yur call shrtly" in the User1 slt, and name the prmpt "Yur Call Is Imprtant". Later in the prject file, yu refer t the prmpt by its name instead f User1. Belw is screensht f the first page f this tpic. OBiPLUS Prject Editing Page Tpic: Recrded Prmpts Tpic: Aut Attendants An Aut Attendant (AA) is an entity that can receive and answer incming calls, play a prmpt while accepting input digits frm the caller that in-turn allws the AA t switch t playing ther prmpts r transfer the call t an extensin, phne number r ring grup. Fr example, yu can setup an AA t answer incming calls after ringing fr a few secnds, then Cpyright Obihai Technlgy, Inc. 39

40 OBiPLUS Tutrial play, Welcme t ABC cmpany. Press 1 t reach Sales, press 2 t reach Supprt,... If the caller enters 1, OBiPLUS redirects the call t ring the Sales grup. If the caller enters 2, it redirects the call t ring the Supprt grup, etc. There are tw AAs n the Master OBi, knwn as AA3 and AA4, that may be enabled fr use with OBiPLUS. By cnventin, AA3 is used fr Day Time and AA4 fr Night Time. In the wizard, we als refer t AA3 as the Day Time AA and AA4 as the Night Time AA. Hwever, it is ttally valid t use either r bth fr Day Time and/r Night Time. An AA can be lked at as anther user n the system, with its wn extensin and user name. In sme parts f the OBiPLUS wizard, it is necessary t distinguish between a user name and an AA name (e.g., in a ringlist definitin). The cnventin is t append a ".aa" suffix t the AA name, such as "Day Time.aa" and "Night Time.aa", t indicate a name that refers t an AA. The OBiPLUS wizard has 4 basic parameters that gvern the behavir f an AA: Bttm f Frm Enable - Enable the AA fr use with OBiPLUS. Answer After - Let it ring fr this many millisecnds befre the AA answers. Extensin - An internal extensin assigned t the AA. Yu can call this extensin t ring the AA. N-Input Number - A user, grup, r mailbx t ring if the caller des nt enter a valid input by the end f playing the Menu prmpt list. T effectively use the AA, yu shuld custmize the AA prmpt lists. A prmpt list is a list made up f individual system r user prvided prmpts. A prmpt is shrt music r speech clip. All prmpts are stred n the Master OBi. Yu can define cmplex prmpt lists based n a small number f basic prmpts. Bth AA3 and AA4 currently supprt tw custmizable prmpt lists: Welcme - A welcme message that is played just nce upn answering Menu - This is played immediately after the Welcme prmpt, and is repeated nce after a pause f 5 secnds. The default Welcme prmpt list is "Thank yu fr yur call," and the default Menu prmpt list is "Please enter extensin." While the prmpts are being played by the AA, yu nrmally wuld let the user select an ptin frm a menu in rder t reach a particular user r grups r users. Yu wuld als annunce the available ptins in the Menu prmpt list, such as "Please enter the 3-digit extensin f the party yu d like t reach. Fr Sales press 1. Fr Custmer Supprt press 2..." Fr the Master OBi t carry ut such a menu, it requires yu t define a Ringlist Table, where each rw is a rule that crrespnds t a menu item. Each rw f the table has the fllwing attributes: Digit(s) r pattern: The triggering pattern f this rule. Yu muse separate each pattern with a vertical bar ( ) if there are mre than ne. Fr example: Ringlist: The list f numbers, internal r external, t ring when this rule triggers. Redirect T: An alternative number, internal r external, t ring when n ne answers the call after a given delay. Redirect After: Number f secnds befre sending the call t the Redirect T number if n ne answers the call after this rule triggers. This value is ignred if Redirect T is nt specified. Cpyright Obihai Technlgy, Inc. 40

41 OBiPLUS Tutrial Nte that the members in a ringlist can be a user, a grup, a mailbx, r a parking lt partitin. Other than a user, each member must include a.<type> suffix t indicate what type f member it is. In ther wrds, the wizard appends.grup fr a grup,.mailbx fr a mailbx, and.park fr a parking lt partitin, etc. One exceptin is the reserved name "Dialed Number" which means t ring the number as dialed by the user: If the caller dials 103, then it will ring extensin 103, and s n. Nte als that yu can use the wildcard x t represent any f the digits 0-9. Nte that x has the same meaning as in a standard digit map. In fact, yu can use any valid digit map syntax as the pattern. Fr example, yu can use a pattern such as x 10[3-6] The rdering f the rules in the AA Ringlist Table matters. The first matching rule is selected if the caller s input matches the triggering pattern f mre than ne rule. Belw is a screen sht f the first page f this tpic. Yu can mdify an AA by clicking the names f the AA. OBiPLUS Prject Editing Page Tpic: Aut Attendants Tpic: Parking Lt A parking lt is a lgical entity in OBiPLUS where yu can temprarily park a call. When yu park a call, yu are referred t as the parker f the call. The caller at the ther end, the parkee, may hear a cmbinatin f music segments r annuncements f yur chice. While parked, the parkee may be ffered a few ptins t redirect the call, such as "Enter 0 t g back t the main menu," r "Enter 9 t leave a vic ," etc. T implement this behavir requires yu define a Ringlist Table the same way yu wuld fr an AA. Yu can nly define ne Ringlist Table fr the entire parking lt. Cpyright Obihai Technlgy, Inc. 41

42 OBiPLUS Tutrial There is a single parking lt per OBiPLUS prject. The parking lt has 100 slts t hld parked calls. A slt is identified with a Slt ID that ranges frm 00 t 99. Having 100 slts des nt mean that yu can park 100 calls simultaneusly. The purpse is t partitin the parking space mre effectively t serve different grups in the ffice. Fr example may be reserved fr Sales, fr Custmer Supprt, etc. Each partitin is defined by a partitining mask, which wuld be 5* and 6* respectively fr the last tw examples. Here yu can define a number f partitins and give each partitin a descriptive name by which the partitin can be referenced. Each partitin can als use a different prmpt list. Nte that ** represents the entire parking lt. The All partitin with the mask ** is autmatically created when yu start a new prject. It uses the Main prmpt list which cntains just a system prvided music clip. When yu define a partitin, yu must prvide a name fr the partitin that is different frm ther partitins already defined in the system. Yu must als prvide a mask t define the partitin. Fr example, fr the range 50-59, yu enter 5* fr the mask. Use ** as the mask if yu want t include all parking slts in the partitin. Yu must select which prmpt list t play when calls are parked in that partitin. Each partitin may use a different prmpt list, but all partitins have t use the same Ringlist Table. Hence the menu ptins ffered by different prmpt lists must nt verlap. Yu can define 9 prmpt lists fr the parking lt. The prmpt lists are numbered 1 t 9. Yu must give the prmpt list a name that is unique amng all the prmpt lists in rder t use it in a parking lt partitin. A prmpt list is made up f individual prmpts. There are a few system prmpts and up t 20 user prvided prmpts stred in the Master OBi. Yu can mix these prmpts in any cmbinatins t frm cmplex prmpt lists. Yu can als specify t disallw calls t be picked up if they are parked in partitins that are playing this prmpt list, by checking the N Pickup ptin. This ptin is useful when the call is parked fr MOH r fr the caller t listen t a special annuncement, such as "Tday's Specials" "Directins t Our Stre", "Our Office Hurs", etc. In that latter case yu shuld als specify an entity t call after the prmpts in the list are cycled thrugh nce s the parked caller can be handled prperly (fr example, call the AA when the prmpt list is dne). The first page f this tpic is shwn in the screensht belw. Cpyright Obihai Technlgy, Inc. 42

43 OBiPLUS Tutrial Tpic: Prxies OBiPLUS Prject Editing Page Tpic: Outbund Trunks A Prxy is required if yu want t use an IP Phne in a branch ffice. Only an OBi202 device may be used as Prxy fr IP Phnes. Each OBi202 may prxy fr up t 4 IP Phnes. Each IP Phne Prxy will take up ne SP Service n the OBi202. The IP Phne MUST be installed n the LAN side f the OBi202 device prxying fr the IP phne. The wizard will cnfigure the SP Service n the OBi202 with the same OBiPLUS user accunt fr which it is prxying, as well as enabling the prxy mde n that SP service. While yu are defining an SP Service fr prxying an IP phne, yu must tell the wizard fr which user/extensin the SP service is prxy. The wizard will nt allw yu t define prxies fr the same user/extensin n mre than ne SP service n the same OBi202 device. Hwever, yu can define prxies fr the same user/extensin n multiple OBi202 devices, in case the same user/extensin is used in different branch ffices. Cpyright Obihai Technlgy, Inc. 43

44 OBiPLUS Tutrial Yu specify the fllwing attributes f each prxy: Prxy Name: A name t reference the prxy. It must be unique amng all prxies defined in the prject. OBi Device: Select frm a drp-dwn list the OBi202 device used as the prxy. The list has been filtered t exclude the Master OBi and devices that have already been used as prxies. SPn Prxy Fr: Select the user/extensin frm a drp dwn list that SPn n this OBi shuld prxy fr, where n = 1, 2, 3, r 4. If SPn is already used t supprt an OBi Phne n this device, this ptin will nt appear n the web page. Since each SP n the same OBi device must prxy fr a different user/extensin, the drp dwn list will limit the chices t make sure this is the case. Leave this value blank if yu d want t use SPn service fr prxying IP Phne. OBi ITSP Prfile: The ITSP Prfile n the selected OBi device t apply t this cnfiguratin t supprt the prxying functin. Nte that all SP prxies n the same OBi will use the same ITSP prfile. In fact, if there are ther SP services used fr OBi phnes n the same OBi, they t shuld use the same ITSP prfile. Belw is a screensht f the first page f this tpic. Tpic: Generate Cnfig Files OBiPLUS Prject Editing Page Tpic: Outbund Trunks This is the last tpic f the prject editing tl. This is the page where yu generate the cnfiguratin prfiles fr all the devices used in yur prject. The first page summarizes the devices yu have chsen t use in the prject. It is divided int an OBi Phne table and an IP Phne table. An example is shwn in the screensht belw. T apply the settings as defined, yu must click the Generate buttn at the bttm f this page t let the wizard generate a set f cnfiguratin files fr the OBi devices accrding t the prject. After the individual device prfiles are successfully generated, the affected devices, if nline, will autmatically rebt and dwnlad the new cnfiguratin prfiles frm OBiTALK. Cpyright Obihai Technlgy, Inc. 44

45 OBiPLUS Tutrial At the end f prcess, a summary f the cnfiguratin files that have been generated will be shwn n the screen (see the secnd screensht example belw). It may als include sme warning messages if there are errrs detected in the prject. OBiPLUS Prject Editing Page Tpic: Generate Cnfig Files Cpyright Obihai Technlgy, Inc. 45