Transcript Server

Training for
SoftBX Installation & Setup
Services Controller, Call Server,
H.323 Gatekeeper & SIP Server
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
first time activation - entering product key
SoftBX Server consists of the following server components:
- SoftBX H.323 Gatekeeper
- SoftBX SIP Server
- SoftBX Call Server
These components are installed and executed as ‘Services’ under Windows 2000/XP/Server 2003
An additional component, ‘SoftBX-Server Service Control Centre’ automatically loads to provide Administrators
control, management and logging features for the SoftBX Service & Servers.
Following installation of SoftBX Server, the PC will be re-started automatically. After the server PC re-starts
for the first time a Product Key dialog will be displayed requesting entry of the SoftBX Server Product Key.
Enter product key
and press ‘OK’
SoftBX
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accessing SoftBX-Server Service Control Centre
Right mouse click on its icon in the System Tray and select the menu option.
-About: displays information about SoftBX-Server Service Control Centre
-Hide: hides/shrinks the Service Control Centre to the System Tray
-Show: displays the Service Control Centre
-Exit: exits the application
Note: if the Service Control Centre’s Icon is not visible in the System Tray it is not currently active. To activate, click
on its icon on the Desktop.
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
main menu
Click ‘Servers’ button to access
the start & stop server functions
Click ‘Service’ button to access
and set service start mode
when Service Control Centre is displayed after
activation, the Log files sub menu is displayed as default
To hide display, click ‘Minimise to Tray’ button
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
service start mode
At installation, SoftBX Service is set to ‘Disabled’. To complete the installation, the Start mode must be set to
Automatic, saved and the PC must be re-started.
Click ‘Service’ button to access
and set service start mode
Click ‘Start Mode’ button to
access and set service start
mode
Set start mode to
‘Automatic’
SoftBX
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Click ‘Save & Close’, then restart the Server PC. SoftBX
Service and Servers will execute
automatically when the PC has
re-started.
Servers start stop
To stop the SoftBX Service & Servers, click the ‘Stop’ button, to start click the ‘Start’ button
CAUTION:
NEVER use the Microsoft operating system Service Control application to start or stop the SoftBX Service and
Servers
ALWAYS use the SoftBX Service Control Centre as it ensures the servers are activated in the correct sequence
Click ‘Go’ button to start the
service and servers
Click ‘Stop’ button to stop the
service and servers
Service and Server Status
display
SoftBX
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service and server status display - starting
Red = Stopped (Non Operational)
- Orange = change in progress
- Green = Started (Operational)
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Example below shows service and servers starting
service and server status display - active
- Red = Stopped (Non Operational)
Example below shows service and servers active
- Orange = change in progress
Monitoring indicator flashes when monitoring status
(monitoring occurs for about 20 seconds after the Server ,
Start or stop buttons are clicked
- Green = Started (Operational)
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
service logs
Future - Features not yet implemented
-‘Active Log’ display
-‘Settings’, Active Log’ entries to display
& ‘Past Logs’ to keep.
Click ‘Past Logs’ to
view or delete log
files. The ‘Open’
files dialog is
displayed. Click
required log file to
view or press the
‘Delete’ key to
delete log file.
SoftBX
Selected past
log file is
displayed in
viewing panel
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logging on to Administration Screen
Logging on as
Administrator
Enter password
Click to proceed
SoftBX
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system status indication
Extension Indications
Orange = Logged On
Grey = Logged Off
Blue = Call in progress
Blue Phone icon = H.323 phone
Extension number
IP Address and
PC name
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
administration screen – extension right-click options
The extension name displayed in
the system database
Properties of this extension: basic
settings, incoming call settings,
outgoing call settings, extended
settings
Forwarding to internal extension, forwarding to
external location, forwarding to mobile, forwarding to
private number and voice mail.
Delete the extension from the system
Forcibly reset the extensions
password
Forcibly log extension off from the server
Send the extension an Instant Message
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
server settings – ISDN tab
While in status
display click wheel
icon on tool bar to
access settings
Enter incoming main service number (MSN) less the
number of digits of the internal extensions. Also
called main directory number (MDN). e.g if there
were 3 digit extensions this field would be entered
as: ‘94998’. ‘-0’ at the end of the number enables
extension CLI to be sent on O/G calls, ‘-’ on its own
disables extension CLI from being sent.
Suppress Phone
Number: if set, No
CLI will be sent on
O/G calls. (works in
conjunction with ‘-0’
or ‘-’ see below &
opposite
If Indial: Enter number of digits of internal
extensions, e.g. Extension range 300-399 =
3 digits. IF no indial set length to ‘8’.
Transmit main
number: if not set
and ‘-0’ is appended
to the main number,
extension CLI will be
sent on O/G calls.If
set and ‘-0’ is
appended to main
number, then main
number is sent
SoftBX
Enter the Country Code ’61’ and Area code,
e.g. 3 for Victoria & Tasmania
Dial Tone & Ext fields are used when
interfacing to another PBX system.
Enter the IDD prefix ’00’ and Area
Code prefix ’0’ for IDD & STD calls
Dial Area Code Always: leave un-ticked
If using Project Codes (Account Codes) tick to
remove from CDR (Call Detail Records).
Tick to save a CDR file for analysis by an external Call Accounting system. AOC charge fee per unit
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server settings – server tab #1
Waiting loop: select the wave file to be played to the caller.
This will be played after the Server pre-answers the call and
the call is placed in the operator queue.
Accept call after ‘n’ rings must be set to pre-answer the call,
otherwise the waiting loop message will not be played.
Text Message: select the wave file to be played to the caller
before the operator answers. (When the call is presented to
the operator for answering, this message will be played as a
pre-announcement).
Enter number of rings before the waiting loop message is
played to incoming caller: 0 rings = no message
Release in Group (Call Pick Up Group (CPUG) release to
Group timing): set the number of rings before an unanswered
call to an extension in a CPUG releases to other CPUG
members.
SIP & H.323 extension access to CPUG calls:
Direct Call Pick Up = ‘#nnn’
SoftBX
Group Call Pick Up = ‘# ’
Where ‘nnn’ = the ringing extension’s number
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*
server settings – server tab #2
Enter H.323 Gatekeeper IP address (for SoftPhones and
H.323 Phones): Generally same IP as for SoftBX Server
Project ID (Account Codes): enter
length/number of digits
Enter the digit used for Outgoing
calls to the Telco ISDN: ‘0’ is
default.
Prefixes for call barring (STD & IDD
barring). Default settings at install.
Refer Client settings to assign to
extensions.
Enter the names of call pick up
groups (CPUG). Can be assigned
to place extensions into CPUGs.
Extensions can be in multiple
CPUGs.
Prefix to Extensions (Carrier OverRide): enter carrier over-ride
numbers for Least Cost Routing
(LCR), separated by commas.
SoftBX
Activate compression: Default = G.711
(64Kbps) Compression on = G.723
(6.4Kbps). Data block size set at 240 bytes.
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IP-address: by defining the IP ranges
of SoftPhones and SIP phones,
SoftBX Server can instruct them to
send their voice packets directly to
each other (peer to peer streaming,
i.e. SoftPhone to SoftPhone and SIP
to SIP), by passing the Server. Only
control data packets are sent to the
Server in this mode. IP ranges can be
defined using wildcards e.g.:
- 90.0.0 = the entire ‘C’ class 90.0.0.0
to 90.0.0.255
- 90.0. = the entire ‘B’ class address
range of 90.0.0.0 to 90.0.255.255
Use the insert button to load them
into the box below. (Max 20 entries)
H.323 extensions cannot peer to peer
stream.
Mail Sender/SMTP Server: enter the email address
to be used as the sender and the IP address (URL)
of the SMTP email server. (Used to send Voice Mail
messages as email attachments).
server settings – gateway tab (For Networking/Cascading SoftBX Servers)
Enter the remote Gatekeeper’s name as a text label. e.g. blue-wireless,
this must match the text label in the remote Gatekeeper’s ‘Gatekeeper
Tab | Gatekeeper name field’.
Enter the remote Backup Gatekeepers IP Address – if any
Enter the extension number range – the number block from the local
ISDN that is to be forwarded to the remote Gatekeeper (format eg.:
Range: 300-399 or individual using comma separation: 300,301,302,…)
Enter the number of concurrent conversations/channels. This is
dependant upon bandwidth available from the IP link
Enter the length of the internal extensions, e.g. 3 digit or 4 digit. This will
be used to determine the extension numbers from the phone number
for analysis
Enter the Phone Number – this must match the number entered into
the ISDN TAB. (do not include the area or country codes)
Enter Prefixes that are to be blocked, i.e. if the remote Gatekeeper
extensions are not allowed to dial out to the ISDN, enter ‘0’ to block all
outgoing calls for the remote extensions. Default = ‘*’ all allowed
Future
To complete each Gatekeeper
entry: press ‘Insert’. To exit
press ‘Save’
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Select the type of the remote connection: Gatekeeper or SIP
Proxy, from the drop down box
server settings – Gatekeeper tab
Enter the name of this Gatekeeper (this is a text label)
Enter the address of the backup Gatekeeper, if any, and check/tick
the backup mode box
Check/tick if the main and backup Gatekeepers are to have their data
synchronised.
Enter the remote Gatekeeper’s address in the form of an internet URL
( ‘Uniform Resource Locator’ e.g. Blue-Wireless Melbourne office:
blue-wireless.mine or IP address number: 90.0.0.100 )
Enter the dialled prefix to detect, i.e the number to detect after a ‘0’ is
dialled. To capture calls directed to the ISDN that are to be ‘Least
Cost Routed’ to another SoftBX Server/Gateway, enter the exchange
line number of the remote SoftBX Gateway. e.g. for calls to BlueWireless Melbourne office enter ‘94998990’
Enter the characters to be added/inserted to the prefix – if any
Enter the characters to be stripped from the prefix – if any
Select the protocol type: ISDN/CAPI,
H.323 or SIP Proxy
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
To complete each Gateway entry: press ‘Insert’. To exit click ‘Save’
Select
Priority:
order the
entries for
like prefixes
server settings – client default tab
Note: This tab is used to set the default features assigned to new
extensions when they are created
Check to enable audible beep to SoftPhones when an unanswered
call has been released to the CPUG for answering. ‘Speaker in
Parallel’ must also be set at the SoftPhone.
Check to
use a
wave file
as ring
indication
Check to answer incoming calls automatically on arrival
Check for SoftBX to create new phonebook entry for unknown caller
Check to provide automatic redial facility
Check to stop extension number from being sent to called party
Check to use G.723 (6.4Kbps) instead of G.711 (64Kbps) for voice
transmission – SoftPhones Only. (for low speed networks)
Check to sound the PC chassis speaker on incoming calls
Echo
suppress
-leave
checked
Future
Check to adjust the microphone level automatically for each call –
SoftPhones Only
Check to reduce the amount of voice data sent during pauses –
similar to Voice Switching
Check to reset
audio mixer
settings before
every call
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Check for SoftBX to control the audio device inputs automatically
Check to automatically record calls to hard disk – SoftPhones Only
Enter Customer’s SoftPhone License Key – required for ACD Qs etc
extension new entry – basic settings for SoftPhone
While in status display
click wheel icon on tool
bar to access settings
Select extension Type as ‘softclient’ (SoftPhone) other
types include IP-Phone, Analog phone /fax, H.323 phone,
service number (telco/operator), or call centre number
Enter the user name and company details (note: only
members of the same company will be able to see each
other via the SoftPhone display)
Enter the extension number
Select for password same as user name
Select to enter the password manually
Enter the password and revalidate
Enter the subnet mask for the SoftPhone client
Future – Windows Account logon
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
extension new entry – basic settings for ip-phone
Example: new extension entry:
IP-Phone (SIP) e.g. Perfectone IP300
Enter extension number
Set password is equal to user name
NOTE: Enter username, password, SIP
account details and extension number in the
settings of the SIP phone being installed
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
extension new entry – extended settings
Check to enable extension as a call centre agent – only
available if the optional ACD Queue feature is installed
Check if this extension is to have Supervisor rights to
change system settings
Check if this extension is allowed to use the Do Not
Disturb facility
Check if this extension is a Virtual Extension: that is, is
allocated a number from a pool of numbers when logging in
Future: Leave Unchecked
Check to disable this SoftPhones extension Status Display
Check to disable 2nd call line: rejects new I/C call if already
busy
Check to disable Operator Barge In on extension’s calls
Select wave file to be played to callers on hold
SoftBX
Enter the extension numbers of all extensions
for which this extension can change the call
forwarding settings
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Enter the IP address for this extension’s preferred
Gateway – on installations with multiple ISDN,
H.323 or SIP IP Gateways – normally blank
extension new entry – outgoing call settings
Carrier Pre-Select code for this extension – if its
calls are to be routed to another carrier
Call Barring Prefixes: a predefined (by BlueWireless) list of area and service code prefixes is
displayed in this panel for assignment to extensions
Select the prefixes that are to be applied to this extension,
i.e. select the prefixes by highlighting them with the mouse
and clicking the centre buttons to assign the prefixes to the
window on the right of the panel. e.g. this extension is
barred from calling any number starting with the prefixes
shown in the right panel. (include the first ‘0’ to dial out of
SoftBX)
Enter any prefixes that are to enable calls, e.g to enable a specific
number to be dialled that is barred by a general barring prefix entry in
the right panel. (‘00190’ in the right panel bars all ‘00190’ calls,
however by inserting ‘001901’ all calls starting with ‘001901’ will be
allowed, thus over-riding the general ‘00190’ bar. Separate multiple
entries by commas ‘,’
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
extension new entry – incoming call settings
Check to enable second calls for SoftPhones and IPPhones (SIP) if the IP-Phone handsets have two line
facility. Un-checking results in the extension only
handling one call at a time
Check if this extension is to take over incoming calls from
the Operator when the Operator is busy on a call (overflow)
Enter the extension number of other extensions that are to
ring when this extension receives an incoming call. Separate
multiple entries with commas ‘,’. These extensions will then
be able to answer calls directed to this extension.
Enter additional numbers to be allocated to this extension.
Calls to these additional numbers as well as calls to the
extension’s original number can be answered at this
extension. e.g. where an indial number range does not
directly equate to the extension number range, the indial
number for this extension can be entered in here.
Call Pick Up Group (CPUG) names defined in the Server
configuration tab appear here in a list
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
To allocate a Call Pick Up Group (CPUG) to this extension highlight the CPUG
name(s) and click the centre button(s) to assign the CPUG(s) into the right panel.
forwarding target settings
Set forwarding numbers: for external
numbers omit the ‘0’ to dial out of SoftBX
and omit the leading ‘0’ in STD Area codes
Set priority or order for each forward
Set number of rings before next
forward
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Click to turn voice mail on or
off as last choice after all
forwards – crossed = off
Name for Forwarding Rule
forwarding to voice mail settings
First and second email addresses for notification:
1. first email address enables forwarding of the voice
mail (VM) as a wave file attachment.
2. second email address enables notification only
3. PIN code (1 to 5 digits) to be used for remote
access to VM
Select the wave file to provide an announcement
to the caller. This announcement is recorded
using the SoftPhone voice mail panel
Activation rule: select the type of call, apply to and
exception rules.
Activation rule: busy or always
(Future Option – scheduled for
implementation next major
release): Select a wave file as a
sign off message
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Remote message retrieval (only possible if
extension is logged off and calling from a
DTMF phone): call own number from
remote telephone, as the announcement is
playing enter the PIN code and press ‘#’, if
the PIN is correct a message ‘PIN code
OK’ will be heard (if not, nothing will be
heard), press ‘#’ again to play messages.
forwarding rules settings
Set call forwarding schedule for days of the
week and special days
Set a date/time range for forwarding to be
active
Activation rule: Check to
activate this forward when
this extension is logged on
Activation rule: Check to
activate this forward when
this extension is logged off
Press ‘Save’ to
save and exit
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
journal
Right mouse click an entry to select an option
Click ‘print’ to print the entry
Click ‘delete’ to delete the entry
Click ‘filter’ to use the filter facility
to search for entries.
Click
‘save as text file’,
- to copy the journal entry details to a text file for
external processing
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
setting journal entry filter
Journal entry filter provides facilities to search the list of journal entries by specific details
Click the tab corresponding to
the type of search required:
-serial number of the record
-date
-time
-charging information
-duration (of the call)
-partner (called number)
-provider (telco carrier)
-state (call state)
Check to save the filter criteria for
later use
Enter search criteria in the
-from
-to
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
-or the ‘quick search by phone number’ fields & click ‘ok’
instant message-sending
Select message sender in list then
click paper icon to open instant
message box. Alternatively, right click
the extension entry in the status
display and click ‘send message’
Select one or more user entries to
receive message – enter subject,
then type a message
Click high, normal, low, to set priority
Click send
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
setting up a conference bridge for scheduled use
SoftBX Server provides conference bridge facilities for internal or external users. This feature differs from the multiparty conference facility that can be set up by SoftPhone extensions ‘on demand’. Typical use would be for
conferences that are scheduled and held regularly. Users enter the conference by dialling the conference extension
number (available internally and externally via Indial or VoIP Gateway connection) at the nominated time and
entering the PIN code.
Extension: enter an extension number
Pin Code: enter an PIN code for users
Future - not implemented yet
Max users: enter the maximum
number of participants. (only limited
by available bandwidth)
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Right mouse click in conferences box
to create a new conference, then
rename it to the desired name
ASP settings
Optional Facility: SoftBX provides ASP features to enable multiple companies to
use the system in a Tenancy arrangement. Each company/tenant can have their
own ISDN trunks and MDN as well as unique settings for CPUGs, CPUG release to
group delays, waiting loop, pre-announcement messages, Project ID etc
Waiting loop: select the wave file to be played to the
caller. This will be played after the Server pre-answers
the call and the call is placed in the operator queue.
Right mouse click to create a
new client (company/tenant) then
rename to desired name.
For each, enter the information
shown
Trunk group: select and
assign from displayed
trunks group drop down box
Text Message: select the wave file to be played to the
caller before the operator answers. (When the call is
presented to the operator for answering, this message
will be played as a pre-announcement).
Enter number of rings before the waiting loop message is
played to incoming caller: 0 rings = no message
Release in Group (Call Pick Up Group (CPUG) release
to Group timing): set the number of rings before an
unanswered call to an extension in a CPUG releases to
other CPUG members & CPUGs
Check to remove Project ID from CDR
SoftBX
Copyright © Blue-Wireless Pty Ltd 2005
Check to save CDR
Number of Project ID digits
Outgoing call digit ‘0’
Future Features
call centre – skill based routing table
Optional Facility: SoftBX provides inbound ACD Q features including various messages, skill based routing, and agent
assignment to multiple Qs. Q agent extensions must be allocated as ‘is call centre agent’ in the extension’s extended
settings. They will then appear in the agent tab of the Server
To configure Qs click the ‘agent’ tab
then click the ‘wheel’ icon
1. Click in client box to
create and rename new Q
to the extension name &
number defined as its
pilot/access.
Right mouse click the
agent entry to set its
properties
Future feature
2. Enter Q pilot number,
define messages and skills
groups
Set for each Q that the
agent is to be in:
3. Set message times and
accept call after ‘n’ rings,
wrap up time, average call
duration, forwarding, call
reservation time and priority
2. Priority level
4. Set skill groups, access
numbers and message.
SoftBX
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1. Skill groups
3. Call group ID
4. Inbound or Overflow
function (Outbound N/A)