It is marked with the LAN symbol as shown to the left

Transcription

1 Dem guidance fr VIPCrtex IP PBX (based n v3.2) Pre Dem set up Yu will firstly need t wrk ut whether yu will be prviding a dem n yur custmer s netwrk r whether it s a stand alne dem (recmmended). The instructins belw are based n having a stand alne system. Ensure that yur technical team has set up the system fr the apprpriate envirnment and prvided yu with the URL fr web cnfiguratin. Equipment Needed: 1 x Dem PABX X x Dem phnes (3-5 recmmended if pssible) 1 x POE switch (if nt POE then pwer supplies will be needed) 1 x Laptp 1 plus X Categry 5, 5e, r 6 Ethernet patch cable (ne fr each phne) 9-pin Serial Cable Set up f Equipment: Use a Ethernet patch cable t cnnect the Ethernet prt n the PABX t yur switch. The Ethernet prt is n the frnt f the unit (Pr r Multi-tenant), r n the rear f the unit (1U) It is marked with the LAN symbl as shwn t the left Cnnect the supplied 9-pin Serial Cable t the serial prt n the unit, and attach the ther end t a laptp r ther cnvenient RS232 serial terminal device. The serial prt is marked with the symbl t the left and is fund n the frnt f the unit (Pr r Multi-tenant), r n the rear f the unit (1U). Install the AC pwer lead at the rear f the unit and then turn the unit n using the main n/ff switch. D nt install any telecmmunicatins interface cables yet. Cnnect t the PABX. D this by using the address bar f any web brwser and entering its IP address this is the URL yu have been given by yur technical persn. Yu will nw be n the web user interface and can lgin with the fllwing details: Username: admin Passwrd: passwrd

2 Dem Training Guidance *Please nte that yu will always need t leave the nrmal 30sec wait perid fr cnfig t take effect befre deming feature. This is imprtant, fr example, as queues will nt shw up in the panel until it has been fully activated 1. Start by adding phnes, extensins and users This part demnstrates the ease f use f ur system and is ne f ur main USP s. This is particularly imprtant when demnstrating t technical peple wh want t be able t make simple changes t there system such as adding a user. All changes t cnfiguratins are simply depicted n the summary screen s I wuld mainly use this page and nly mve away when necessary. Start by plugging the phnes int the internal netwrk the dem PABX is sitting n the phnes will start t appear under the Physical Phne Maintenance screen. This will shw the MAC addresses but als the type f phne. Yu can access this by clicking n the System tab n the tp rw and then Phne hardware. After the phnes are all discvered, switch t the summary screen t shw where they appear here. Yu can access the summary screen by clicking n the PABX tab n the tp f the page and selecting Summary and can find the phnes under the Nn callable phnes and users sectin. Whilst the phnes are registering n the system, add a grup f extensins e.g. 300 t 320 this is accessed via the extensin numbers ptin in the left hand menu. At this stage the extensins are uncnfigured and will be until they are assciated t a user yu can hwever, make a call frm any autprvisined, plugged in handset at this stage. Then yu need t add as many users as yu have phnes s click n the users ptin in the same left hand menu, and then click n the add new user icn. Add as many users as yu have phnes, and call ne f these new users receptin. When yu chse Add New User, yu will need t prvide => Unique ID / Lgin => Name => Passwrd fr ne f yur users (needed later fr OCM lgin we tend t put the passwrd as the unique ID) => Hme extensin - The extensin that will call the user => User s phne - The phne n the user s desk => Check Rename phne t match this user s name Frm 3.22 phnes will nt need t be rebted. Then click create.

3 After yu have added the first user and assigned an extensin number and phne yu will nw have a cnfigured extensin that is able t recive calls. Navigate t the summary screen and here yu will be able t shw that yu have a cnfigured extensin. 2. Create a grup extensin Navigate t the summary screen again and right click n an uncnfigured extensin, such as extensin 320. This will give yu the ptin t rename it - s rename it t supprt. Nw yu want t link sme users t this extensin thereby creating a grup s right click n the supprt extensin and hver ver the link ptin. Select any users that yu wish t assign t this grup frm the list that appears. Yu then have yurself a cnfigured grup extensin with a ring type f all at nce. Dial 320 frm any handset t demnstrate that all the users in the grup are ringing. 3. Rebt phnes t match extensins name (Frm 3.22 this will happen withut a rebt) This is because as the phnes are renamed, they will need t be rebted t re-register n the system (renaming a phne is the nly cnfiguratin change that requires a rebt f the phne). All f the users cnfigured in this way shuld nw be shwn n the summary screen and callable using their extensin numbers and DDIs if cnfigured. 4. Shw grup vic indicatr Call the supprt extensin number and wait fr the VM t kick in, leave a message and hang up. Yu can then shw hw all f the peple in the supprt grup will shw a message waiting n the supprt line. T listen t the vic , enter the mailbx (this may be different depending n which phne yu are using), enter the default passwrd 000#. Once ne f the peple in the team has listened t this and deleted the message, it will clear all indicatrs. 5. Change the grup extensin t a hunt grup Still n the summary screen, right click the supprt extensin and click edit. Then select the ring type hunt dialling frm the drp dwn menu. Click n apply changes and yu will ntice that the users within the grup will display the number 0 next t them n the summary screen. In this state, they will all ring at the same time as they are all at pririty 0. If yu change ne f the users t pririty 1, fr example, then this will ring after 0 has rung. Yu edit this by right clicking the user yu want t change, hvering ver the rder ptin and entering 1. Yu can then call this extensin frm a phne

4 (preferably nt ne invlved in the hunt grup) and demnstrate hw this calls in rder as per yur cnfiguratin. 6. Change the hunt grup extensin t a call queue NB currently the queue has pririty s set, in rder t remve these pririty s, simply ensure all users within that grup are changed back t pririty 0. T change the hunt grup extensin t a call queue, right click n the supprt extensin n the summary screen and select edit. Yu can then change the ring type frm hunt dialling t call queueing. There are 3 call ring patterns available, each f which can have psitin annuncement enabled r disabled: 1. Ring all. The first call in the queue is passed t all nn-busy queue members. Hlding callers are nt prcessed until the first call is answered. 2. Cyclic, ne call. The first call in the queue is passed t the next agent in a cycle. Hlding callers are nt prcessed until the first call is answered. 3. Cyclic, max calls. One call is taken ff the queue fr each available agent, allwing the maximum number f calls t be dealt with simultaneusly. We are ging t chse ring all fr simplicity but yu can talk them thrugh the ther ptins s select Ring All Service ne call at a time frm the drp dwn menu. Click apply changes. * Then navigate t the mnitr panel by clicking the mnitr tab at the tp f the screen and then selecting panel. Call the grup number with ne phne and yu will see this call displayed in the queue. D this with several mre phnes if yu can yu will be able t shw the queue building up and the queue psitining shuld tell them where they are in the queue. Nw answer ne f the phnes in the call queue (hint: it will be ne f the phnes ringing!). Yu will see that the call queue will start t decrease, and the queue psitining will als decrease. Answer ther incming calls t further exemplify this and yu will ntice that it will als shw which phnes are answering the calls in the SIP Devices/Trunks sectin. 7. Shw OCM using ne f the users Earlier yu shuld have created a user with a passwrd. If yu have nt dne this just return t the summary screen n the PABX tab, right click n the user and enter a passwrd making sure t remember t click n the apply changes buttn. Lg ut f the web user interface (UI) and then, using the username and passwrd yu created earlier, lg in t the PABX UI. Once lgged in yu can click n the Launch OCM icn in the tp right hand crner this will launch OCM in a new brwser windw.

5 Here I wuld start talking abut the fllwing: Openly accessible via mst majr brwsers, and certified t wrk with: Micrsft Internet Explrer 7.0+ Mzilla Firefx 2.0+ Ggle Chrme 2.0+ Opera 9.0+ Safari 4.0+ Users can resize OCM windw t suit their needs - bth in terms f verall windw size and internal panels. The receptinist culd have a large system cntacts panel t mnitr the whle system, while ther users may prefer a smaller interface. Here yu can change the windw sizes (hver between panels and drag) and demnstrate hw the PABX will remember this inf the next time yu lg in. Lg ut and then in again t demnstrate this. The quickest way t lg ut is t use the green icn in the tp left hand crner f the OCM simply click the icn and select lgut frm the menu that appears. I wuld then start talking abut each f the panels what they shw and what they are used fr: Presence Buttn this is the green icn in the tp left hand crner f OCM. Click n this icn t view the status menu. OCM allws users t set their status t nline, away, nt available and d nt disturb, with space fr additinal infrmatin t be entered e.g. in a meeting. Settings Buttn this is the blue icn in the tp left hand crner f the OCM. Click n this icn t view the settings menu. Frm this menu, the user can reset the layut t the default, and change sme settings. Aut answer allws the OCM t pick up every incming call while that line is available and can be turned n r ff. CRM aut ppup cntrls whether CRM pp ups are enabled r disabled fr this t wrk, the URL t a web based CRM package must first have been entered in t the management interface. System Cntacts this shws all f the extensins that are n the system. Yu can see here when peple are n the phne by the extensin icn turning range; if yu hver ver a cntact wh has set their status yu can see the details f their status. Persnal Cntacts this is where all f yur persnal cntacts are kept dn t describe this in depth, yu will cme back t it later. Lines here yu can view the status f the lines yu have available t yu e.g. yur wn DDI, supprt etc. Yu can drag and drp calls n t an available line t make a call and that user s phne will start ringing. When demnstrating this, make sure that the persn yu are calling is an extensin n the system s that yu can mnitr the call taking place. This will then shw that the

6 icn f the extensin being called will turn range t shw that they have becme busy. Next drag the call n t anther extensin t shw hw t blind transfer. Pad this is an aut-cmplete dial pad that will easily help yu find cntacts frm within the systems and persnal cntacts, either based n numerical r alphabetical entry. Call Histry this panel displays all f the user s inbund, utbund and missed calls. Yu can call back frm this list dem this by clicking n the green icn n the right hand side f the number. 8. Adding phnebk entries Keeping OCM n, pull up the PABX cnfiguratin UI. Navigate back t the user tab and select the My Details ptin. Here yu can add extensins that yu want t appear as BLF s n yur handset, as well as yur wn persnal internal and external cntacts that yu wuld like t appear in the OCM persnal cntacts panel and yur handset phnebk. If yu just want them t appear in the phnebk f yur phne and appear in OCM, yu wuld select AddrBk if yu als wanted them t appear as a buttn n yur phne, select Bth. Please nte that yu will need t have the buttns available n yur phne t d this (yu can always refer t the handset cmparisn matrix t find this inf ut). Click apply changes and then refresh the OCM windw by pressing F5 n yur keybard t shw the cntacts added t the persnal cntacts panel. 9. IVR Menus Fr this sectin, yu will need t lgut f the user lgin and lg back in as admin. IVR menus and night mde are accessible via the PABX tab n the web UI. T create an IVR, select the IVR Menus ptin and click n the Add New Menu buttn. Enter a name fr the IVR menu. The Vice prmpts t play sectin allws yu t select which vice files yu require, with up t 100 vice files t chse frm, numbered 00 t 99 s that yu can stitch messages tgether. Fr the purpses f the dem, we will just use ne vice file, 00 select this in the first bx. Yu then click the drp dwn icn next t Press 1 and select the supprt extensin, d the same fr Press 2 and select the receptin extensin and then fr Press # select Dial Extensin. Finish by clicking Create. Yu nw have yurself an IVR. Yu have nt at this pint gt any vice files with which t cnstruct the IVR. Pre-recrded files can be upladed (preferably in.alaw frmat, althugh it will

7 als accept.wav r.gsm), but fr the purpses f the dem yu can recrd the vice files frm a handset. T d this, dial #01#00 (where 00 is the number f the vice file that yu wish t recrd t) and recrd yur message. Yu will need a PIN number t d s the default PIN number is 0000 and can be changed via the passwrds menu (accessible via the glbal ptins n the system tab. Yu will have the ptin t play the recrding t ensure it is suitable; if yu wish t play the recrding at any ther time yu may d s by dialing #02#xx (again, where xx is the number f the vice file). These numbered files may be given mre descriptive names by clicking the View/Edit Vice Files buttn n the IVR Menus screen. Here is an example script t use fr the dem: Welcme t Acme Limited, t be put thrugh t the supprt team please dial 1, t be put thrugh t receptin please dial 2. If knw the extensin yu wuld like t be put thrugh t, please press # fllwed by the extensin number. Finally, yu need t assciate this t an extensin. Receptin is ideal fr this s navigate back t the Summary screen via the PABX tab. Right click n the Receptin icn and select Edit. Near the bttm f the page yu will see Welcme prmpt (Day, Night). In the drp dwn menu next t this select the message number yu have just recrded 00. Make sure yu click n Apply changes t save this. Yu can then dial the receptin extensin frm a phne and the vice recrding will play, press ne f the ptins t demnstrate this wrking. All dne!