cloud pbx operation manual · cloud pbx operation manual ver2.0.7 2015/12/08 revised ver2.0.6...

Copyright © 2015 cloudippbx.com.

CLOUD PBX OPERATION MANUAL

Ver2.0.7 2015/12/08 revised Ver2.0.6 2015/10/06 revised Ver2.0.5 2015/09/15 revised Ver1.0.0 2009/08/25 created

Copyright © 2015 cloudippbx.com. 2

Table of Contents

１．Account Registration

Application/Payment/Required documents ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 4

Terms ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 5

Terms of service ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 6

Signing up ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 7

Signing up ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 8

Signing up ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 9

Logging in ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 10

２．Hardware Purchasing

Device selection ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 11

Shopping cart ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 12

Shipping information ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 13

３．Circle Management

Purchasing unique ID ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 14

Purchasing unique ID ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 15

Purchasing phone number ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 16




Unique ID configuration ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 20

Unique ID configuration ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 21

Unique ID termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 22



Phone number configuration/termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 25

Phone number configuration/termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 26

Order history ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 27

４．Unique Management

Missed call/Voice mail configuration ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 28

Missed call/Voice mail configuration ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 29

５．Phone number management

Incoming call rejection ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 30

Outgoing call rejection ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 31

６．Call History

Outgoing call history ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 32

Incoming call history ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 33

Phone number particulars ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 34

Called phone number particulars ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 35

Voice record download ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 36

Voice record deletion ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 37

Voice record automatic deletion ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 38

Voice record setting ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 39

This manual describes how to use our “Cloud PBX” service. Please read carefully before you use our service.


７.Phone book sharing

Search/Update ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 40

Phonebook group setting ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 41

８．SIP Trunk

Purchasing SIP trunk ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 42

SIP Trunk list ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 43

SIP Trunk Editing ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 44

SIP Trunk termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 45

SIP Trunk termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 46

９．Options

Purchasing account options ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 47

Purchasing circle options ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 48 Voice record settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 49

Monitoring/Whispering settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 50

Call sorting settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 51

Conference settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 52

Terminating options ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 53-54

IVR(Interactive voice response) Please refer to IVR User Manual for the details of IVR.

１０．Circle Settings

Changing digits of extension numbers/Login ID ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 55

１１.Circle Password

Changing login password ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 56

１２．Prepaid

Prepaid settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 57 Purchasing prepaid ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 58-62 Prepaid history ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 63

１３. Account Information Download bills ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 64

Download receipts ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 65

Changing account information ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 66

Changing billing information ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 67

Credit card management ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 68

Changing shipping information ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 69

Changing e-mail address ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 70

Upload self-identification ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 71

General settings ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 72

Termination ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 73

Terms of service/Trouble and Maintenance/Manuals

・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P. 74

Table of Contents


【Payment method】（Prepaid） All payment will be charged by Prepaid. Please choose payment method from the lists below. Credit Card Online Banking Convenience Store Bank Transfer 【Required document for activation】 ※After signing up, please log in to the account management page. Please upload necessary documents on the menu of [Account Information] > [Upload self identification documents] （For Individuals）〔One document from any of the following documents is needed.〕 Driver’s License, Passport, Alien Registration Card 〔Multiple documents are needed.〕 Health insurance card, residence certificate, Basic resident registration card, Utility bills *Above documents must be before they expire. (utility bills must be within 3 months from the date of issue) （For Corporations）・Certificate of company registration（*within 3 month from the date of issue）・A scanned driver(s license or passport of company president. The address page of them must be scanned and submitted. ・A company website or any company advertisements which can be equivalent to the website. ・Landline phone number ・An e-mail address (mobile phone e-mail address and free e-mail address are not eligible.) 【Customers who wish to purchase hardware products only】 After sign up, you can purchase our products in [Purchase/Termination] > [Voip product list] of the web portal. The Login URL will be sent by e-mail. *Please contact us if you wish to pay via bank transfer.

1.Account Registration 〜Application/Payment/Required documents

Signing up Log in Purchasing

Unique/Phone number

Configuration Unique/Phone

number

To start, please click sign up on the web page.

【Signing up】


■Account（free of charge for registration） This is to manage contract information by customers themselves. Account page can manage Circle configuration, adding/deletion. Account can log in to Circle management page and Unique management page. ■Circle（free of charge for adding circle） This is to manage extensions per group. Circle can purchase/Configure Unique/Phone number/Option from circle management page. Circle can log in to Unique management page. ■Unique（Device ID） This is to manage Unique ID per device or phone line Unique can configure each unique setting and check voice record message. ■Phone Number Domestic phone number (03/06/011/022/045/052/078/092/098/050/0120/0800/0570) and International phone number (over 50 countries) are available. Please configure phone number that you purchase on the circle management page>Unique Details.

1. Account Registration 〜Terms


Signing up Log in Purchase Unique/

Phone number Configure Unique/

Phone number

１

①Please read Privacy Policy and Terms of Use, tick on the check boxes. ②Please click Next.

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1.Account Registration ~Terms of service

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Phone number

Please put information as per the instruction. Login password should be more than 8 digits and included Capital, Small, and the following Marks. "!", "@", "#", "$", "%", "^", "&", "*", "?", "_", "-"

1.Account Registration 〜Signing up




Phone number

【Input】 Subscriber’s Information must be same name as required documents. ・ Please choose Individual/Corporate/Telemarketer on the Subscriber’s Classification. ・ Please follow the memo with red color. ※Required input




Phone number Purchase Unique/

Phone number

◆Please input here when you are not individual customer. 【Input】 Representative ：Input name of the company representative. Person in charge of use ：Please choose “Same” or “Different” ・Person in charge of billing : Please choose “Same” or “Different” ・Person in charge who is responsible concerning payment and sender at the time of shipment. ・Receiver : the address in case IP equipment will be sent. Please choose “Same” or “Different” ・Agency code : if you have any agent code. ①Please go to Next 【After signing up】 A notification e-mail including the login URL for our web portal will be sent to the registered address. Please check a spam or trash folder in your INBOX if it’s not delivered. Please contact us if it’s not delivered within 1 day.


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Phone number

【Account Log in】 Account management page allows you to manage circles. This is to purchase/Configure Unique/Phone number/Option from circle management page. You can also log in Circle management page and Unique management page through the Account management page. ① Please input Account Login ID ② Please input Account password 【Forget your password】 ③ URL for re-set up will be sent to your registered e-mail address when you forgot the password. Click Send reminder e-mail button. 【Circle Log in】 This is to purchase/Configure Unique/Phone number/Option from circle management page. You can log in Unique management page through Circle management page. 【Unique Log in】 This is to manage Unique ID per device or phone line Unique can configure each unique settings and check voice record message.

1. Account Registration ~Logging in

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Device list will be shown as per types of products Please select quantity then Add to Cart. ※Only hardware purchasing can be possible. Please proceed Hardware Purchasing from login URL which will be sent to your registered e-mail after you create an account.

Please go to Purchase/Terminate > Voip Products List

２.Hardware Purchasing ～Device selection

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③Delivery information Delivery information in the account information is being reflected. Information are saved once click Next tab. You can check shopping cart from [Your Cart] even you are in other pages. * Please click delete if you put items into the cart wrongly. ※Settlement can not be completed at the same time in case items which will be incurred monthly charge, or terminated items still remain into the cart.

①Please confirm product details (Product, Price, Quantity)

②Please select Set Circle to the Device if you need us to set up. Not set ： We will ship without setting. You will need to set up device configuration by yourself. Set up ： Please choose circle and unique to be configured that you have purchased. You can use upon delivery.

２.Hardware Purchasing ～Shopping Cart

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1. Shipping Date For bank transfer, products will be shipped upon confirmation of payment. (you are liable for relevant bank fees.) For credit card payment, products will be shipped within 3 business days after the order has been placed and finalized. In case shipped date is Saturday, Sunday and Holiday, arrival date will be next working date. Please write memo on remarks if you wish to receive on Saturday, Sunday and Holiday. 2. Return Policy Returns are honored within a week after the delivery. Contact us through e-mail to notify us of the product return. As a general rule, product must be undamaged and be in the original manufacturer’s sealed packaging. If a different product is delivered to you, we will exchange the product with the correct one or return your money. 3. Product Warranty Product warranty covers 6 months from the date of delivery. Please send us the device for any product failure within 6 months after the delivery (customer is responsible for shipping expenses). Once the returned item is confirmed as defective, we will ship new one(The shipment expensed will be covered by us.) 4. Please note that it may have damages on the product’s packages due to shipment imported from overseas. 5. Shipping fee are indicated at the bottom of the page of hardware purchasing [Confirmation of shipping information] Shipping fee can be changed to payment upon delivery.

Please select payment method of hardware purchasing.

【Confirmation】 Please proceed purchase tab after confirmation.

２.Hardware Purchasing ～Shipping Information




Phone number

【Purchase Unique（Add）】 ①Circle Management Page > Purchase ②Please proceed to Purchase Unique

③Please select number of unique you need. ④Please proceed to Add to Cart

３.Circle Management ～Purchasing Unique（Add）

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Phone number

【Your Cart】 ①Please click Next Page when you proceed purchasing. ②In case items are put into the cart wrongly, please tick Delete then Update. ※[Initial Cost] + [Monthly Cost (which is prorated daily rate of the first month)] will be charged on the first month. ※[Monthly Cost] will be charged from the following month. ※Monthly Cost of Options (All call recording) are added as per 1GB storage.

③Please confirm your order.

【Order Completed】 Purchasing has been completed once [Thank you for your purchase] are displayed. ④For your Unique setting, please proceed “click HERE” or go to Circle Management Page > Unique List

３.Circle Management ～Purchasing Unique（add）

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Phone number

【Purchase phone number】 ①Go to Purchase ②Go to Purchase Phone Number on the menu of the left side. ③Go to Search The number list will be shown once click “search”. Please put the number you wish to purchase into cart ※ Unique is needed for making/receiving calls. Phone number alone is unable to make/receive calls. ※ All outgoing calls for 010(prefix for international calls) are blocked by default setting. Please change setting as needed. ※ Overseas phone number are written in the format of “010+Country Code + Phone number.” ※ Call might not be successful or caller ID might not be displayed depending on the receiver’s phone number. ※ Please be noted that overseas phone numbers of the following countries might not be received calls due to restriction of each countries rule. Argentina/Belgium/Brazil/Colombia/Dominican Republic/Malaysia/New Zealand Puerto Rico/Spain/Sweden/United Kingdom ※ incoming and outgoing calls in a 020 number (D-Fax etc) is only possible with [KDx] [STx] number.

３.Circle Management Purchasing Phone Number(add)

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Signing up Log in

①Type of phone number：Japan phone number, Free call, Navi dial, Special Domestic number, International phone number, International toll free ②Area：from Prefectures in Japan. ※As for International phone number, please select from [Africa, Asia, Europe, North America, Latin America, Oceania] ③City(Area code)：from Cities ④Phone number : sorting by area code/phone number. ⑤Carrier : there is no difference for user. ※Carrier is the code for internal purposes of our system operation. ⑥Click Search and please select the number you wish to purchase. ⑦Please proceed to Add to Cart ▼Japan phone number: 03/06/011/022/045/052/072/092/098/050/Free call 0120/0800/ Navi dial 0570/ ▼International phone number : Over 50 countries phone number are available.

Purchase Unique/ Phone number

Configure Unique/ Phone number

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３.Circle Management Purchasing Phone number（add）

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Signing up Log in

【Indication Phone number while purchasing】 ①Phone number that you selected on purchase phone number will be shown at the bottom. ※In case wrong number are put into the cart, please tick Select and Delete on Checked. ②Go to Your Cart to proceed purchasing.



３.Circle Management Purchasing Phone number (add)

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Signing up Log in

【Confirmation/ Change your cart】 ①Please confirm your order ※Please go to Prev Page if you put wrong items into the cart. ※[Initial Cost] + [Monthly Cost (which is prorated daily rate of the first month)] will be charged on the first month. ※[Monthly Cost] will be charged from the following month ②Order will be completed by proceeding “Purchase”.



３.Circle Management Purchasing Phone number (add)

２ ※

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Phone number

This page is to manage Unique. Please go to Circle Management Page > Unique List. ①Unique List : All Unique you purchased are shown. ②Unique can be sorted by the types of unique. ③Sorting Unique by ▼ ascending▲ descending ④Unique ID details for configuration

３.Circle Management ～Unique ID Configuration

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Phone number

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①Name : Enter any name of unique ②Group：Enter group name. ③：Pick up notification : Select from “Don’t Use” “Notify Number” “Notify Sound” Pick up notification can inform you a phone number when a call reaches. This feature allows you to identify to which number you receive the call. ④ Pick up notification number：Enter any number to be announced in case you select “Notify Number” Number will be read before starting conversation ⑤Pick up notification sound : Upload an audio file to be announced in case you select “Notify Sound” Sound will be played before starting conversation. ⑥Incoming phone number：Select phone number for incoming call. ※Please select phone numbers on the phone number list page in case you desire to set multiple phone numbers on one unique. ⑦Caller ID : Select phone number for outgoing call. Caller ID will be shown on the receiver’s display. “Ban Dialing prefix” : Unable to make outgoing call from this unique for external phone numbers. ⑧Incoming extension：Enter extension number for incoming. 2~5 digit are applicable. For details, please refer to 10. Circle Settings: Changing digits of extension numbers/Login ID ⑨Outgoing extension：Enter extension number either same as incoming extension or any extension number. ⑩Terminal password：Set up password for device using this unique ⑪Log in password：Set up password for log in Unique management page.

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3.Circle Management ～Unique ID Configuration




Phone number

Sim-ring This feature allows other extensions to receive phone calls at the same time. Sim-ring feature is also available for one of any phone number. ⑧Sim-ring has four setting options. ・Disable ・Enable only External Call ・Enable only Extension Call ・Enable anytime ⑨Sim-ring Waiting ：You can set the waiting time from 00 sec-99 sec. Example: set waiting time to 5 seconds, during an incoming call, once 5 seconds have elapsed, Sim-ring feature will automatically be activated to configured phone number or extension. 。 ⑩Sim-ring Number：You can set any phone number other than our service phone. In case within the same circle, please tick phone number you wish to activate sim-ring. ※PHS may be set to a maximum of 6 units including the main phone. ※To avoid closed loop, sim-ring are only available one level. ※Calling Charge will be incurred in case you set an outgoing phone number as sim-ring.

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３.Circle Management ～Unique ID Configuration

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Phone number

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Termination : Circle Management Page > Circle Termination. ①Please tick the Unique to be terminated, and proceed to “Terminate the checked Unique ID and its incoming phone Number” if you desire to terminate both Unique and phone number or just “Terminate” if you terminate the Unique only. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

【Cancel termination / delete】 ② Please proceed to Next Page. ※Please click “Update” in case of cancellation of termination.

【Cancel termination / Delete】 ③ Please go back to Prev Page if you amend ④ Please go to Terminate if you proceed termination.

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※

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【Termination completed】 Termination requests will be completed once “Your termination request has been received. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

３.Circle Management ～Unique ID Termination




Phone number

【Purchase History】 To check termination status you can check Purchase > Purchase History

３.Circle Management ～Unique ID Termination




Phone number

【Select Phone number for terminate】 Setting > Phone Number List ①Please tick the check box of phone number you will terminate. ②Please click Terminate On Checked. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

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【Confirmation】 ③Please go to Next Page to proceed termination. ※In case you put phone number into cart wrongly, please tick Delete and Update. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month. After this period, termination will be end of next month.

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※

３.Circle Management ～Phone number configuration/termination




Phone number

【解約】 ①Please go to Prev Page when you change. ②Please go to Terminate. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month. 【Termination complete】 Termination will be completed once “Your termination request has been received. 【Purchase History】 To check termination status, please check Purchase > Purchase History 【 Multiple phone number to 1 unique ID】 Multiple phone numbers can be set to 1 unique ID from list of phone numbers. ①Phone number list > Related Unique of the left side of menu. ②Please select Unique you wish to relate with the phone number.

２ 1

Multiple phone number will be shown on the unique list.

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３.Circle Management ～Phone number configuration/termination


【Order History】 to see history of service purchasing or termination.

Date ：Date of action of purchase / termiinate Name ：Unique, Phone number, Options Price ：Price for each service

Amount ：「＋」 purchasing ／「－」 termination

UID/DID： Unique ID/ Phone number

Status ： No status : Active Terminated : terminated already

３.Circle Management ～Order History


【Missed Call Notification】 ①Send notification of missed call via e-mail：Please choose Send Missed Call Notification ②③Recipient Email address：Please type any e-mail address you wish to receive notification of Missed call

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4. Unique Management～Missed call/Voice mail configuration


【Voice Mail Setting】 ➀Voicemail Operation：Please check on Enable to use voice mail. It will answer after voicemail waiting time. ②Voicemail Notification：Please check on Send Voicemail Email notification and put email address to receive voicemail. ③Attach Audio File : Please check on Attach Audio File in Voicemail Email Notification to attach audio file to the e-mail notification. ④Audio File Attachment Format：Please choose format of audio file. ⑤⑥Recipient Email Address ：Please put email address to receive email notification. ⑦Voicemail Waiting Time：You can set up waiting time for voicemail. ⑧Voicemail Password：Please put 4 digit password if you want to enter password when open the voicemail file. ⑨Voicemail Greeting File：”0:Default” is only available for initial set up When “100 : Guidance of phone number moved” are chosen, phone number which put in Moved Phone number column are announced. ⑩Audio filename：Please dial 981, 982 or 983 for recording audio if you want to record by yourself. Dial 999 is for checking recorded message. ⑪Moved phone number：Please put phone number which you want to send guidance message on setting “100: Guidance of phone number moved on Voicemail Greeting file.

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4. Unique Management～Missed call/Voice mail configuration


【Block Inbound】 Block incoming calls from configured phone number. 【Sorting】 ①Reject number ：Numbers can be searched by prefix. Unknown are put automatically once clicking Unknown tab. ②Comment ：search by comment ③Incoming number ：Please select from ”Unspecified”, “All phone number”, “current phone number list” 【Update】 ④Enabled/disabled ⑤Reject number ：please put phone number with prefix search that you wish to reject. Number or unknown. ⑥Comment：Please put any comment if any. ⑦Incoming number ：Please choose phone number to reject from incoming call. “All phone number” or “Designated number” ⑧+ Insert : New line are added. ⑨Delete ：Please tick Delete, then proceed to Delete on Checked.

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5.Phone Number Management ～Incoming call rejection


【Block/Permit Outbound】 Block/Permit Outbound call to configured phone number or prefix. ※Prefix 010 are blocked by default setting. Permission per each destinations are needed. ※Permission is prioritized over Blocking. ※The Sequence of list are not related with Priority of Blocked/Permit. ①Block/Permit Number ： prefix searching are available. ②Comment/Countries to call ：prefix searching are available. ③Source Unique ： Unspecified ： All Unique ：All unique are blocked/Permitted Specific Unique ： a unique you selected are blocked/Permitted ④Enabled ： Block/Permit are enabled for the checked prefix/phone number ⑤Please select Permit/Block ⑥Block/Permit number ：Please input phone number/prefix for block/permit Ex）International call prefix ：010 Block call to all phone number starting from 03 ：03 Blocking to specific phone number ：please input all phone number ⑦Comment/Countries allowed to call：please input comment if any ⑧Source Unique：Please select a unique to be block/permit ⑨＋Insert : Add new line ⑩Delete on checked：Please tick “Delete” then click Delete on checked. 【Updating】 ⑪Updated will be done once clicking Update.

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5. Phone Number Management ～Outgoing call rejection


All Unique can be checked on the call history and narrow down per daily call history. ※All history are displayed at default page. ①Select date ：Please select date of scope ②Source：Enter part of phone number to narrow down source numbers. ③Source Name：Enter part of unique name to narrow down source numbers. ④Receiver：Enter part of phone number to narrow down destination numbers. ⑤Recorded file：Please select 「Not specified」「With recorded file」 ⑥Receiver type：Please select 「Not specified」「Domestic Mobile」「Domestic 」「Overseas」 ⑦Display by：Please select 「Outgoing external call」「Extension」 ⑧Hide Fax history：Ticking for hidden Fax history. ⑨Hide SIP trunk history：Ticking for hidden SIP trunk history. ⑩Recorded file download ：Clicking download for listening recorded file. （When All call recording are used) ⑪Download：All data can be downloaded as CSV. ⑫Total amount（Tax excluded）： ※Total amount when narrow down searching will be displayed against result of searching. ※Displayed amount are estimated, subject to change from actual billing amount.

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6.Call History ～Outgoing call history

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All Unique can be checked on the call history and narrow down per daily call history. ※All history are displayed at default page. ①Select date ：Please select date of scope ②Caller ID：Enter part of phone number to narrow down caller ID. ③Callee ：Enter part of callee to narrow down callee numbers. ③Callee Name：Enter part of callee name to narrow down callee numbers. ⑤Status ：Please select 「Not Specified」「Incoming」「Missed call」 ⑥Recorded file ：Please select「Not Specified」「With recorded file」 ⑦Display by ：Please select 「Incoming external call」「Incoming extension call」 ⑧Hide Fax History：Fax history are not displayed by ticking the check box. ⑨Hide SIP trunk history ：SIP trunk history are not displayed by ticking the check box. ⑩Recorded file download ：Clicking download for listening recorded file. (When All call recording are used) ⑪Download : All data can be downloaded as CSV. ⑫Total amount (Tax excluded) ※ Total amount when narrow down searching will be displayed against result of searching. ※Displayed amount are estimated, subject to change from actual billing amount.

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6.Call History ～Incoming call history


Phone number particulars can be checked. Phone number particulars can be narrowed down by daily basis. ※All history are displayed at default page. ①Date and Time ：Please select date of scope. ②Phone number ：Enter part of phone number to narrow down phone number. ③Status ：「Unspecified」「Outgoing call history」「Incoming call history」 ④Phone Number ：Phone number are displayed. ⑤Outgoing／Incoming ：Type of call(outgoing/incoming) are displayed. ⑥Domestic Call Charge(Mobile phone excluded) ：call charge except mobile are displayed. ⑦Domestic Call Charge(Mobile phone)：call charge for mobile are displayed. ⑧Overseas：Call charge for overseas are displayed. ⑨Subtotal（Tax Excluded）：Total amount of ⑥＋⑦＋⑧ ※ Total amount when narrow down searching will be displayed against result of searching. ※Displayed amount are estimated, subject to change from actual billing amount.

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6.Call History ～phone number particulars

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Called Phone number particulars can be checked. Called Phone number particulars can be narrowed down by daily basis. ※All history are displayed at default page. ①Date and Time ：Please select date of scope. ②Phone number ：Enter part of phone number to narrow down phone number. ③Called Phone number ：Enter part of called phone number to narrow down phone number. ④Classification ：「Unspecified」「Outgoing only」「Inbound only」「Domestic(Japan)Landline」「Domestic(Japan)Mobile phone」「Overseas」 ⑤Phone Number ：Phone number are displayed. ⑥Prefix ：Prefix of callee are displayed ⑦Unit Charge (sec)：Billing increment are displayed. ⑧Unit Price（Tax Excluded）：Rates per unit charge are displayed. ⑨Quantity ：Number of calls are displayed. ⑩Total Call Duration (sec) ：Total call duration on date of scope are displayed. ⑪Subtotal ：Total calling charges on date of scope are displayed. ⑫Download ：CSV file will be extracted. ※ Total amount when narrow down searching will be displayed against result of searching. ※Displayed amount are estimated, subject to change from actual billing amount

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6.Call History ～Called phone number particulars


All call record can be downloaded. Data can be narrowed down from one day to maximum one month. ①Date and Time ：Please select date of scope. ②Phone number ：Enter part of phone number to narrow down phone number. ③Called Phone number ：Enter part of called phone number to narrow down phone number. ④Unique ID Name ：Enter part of unique name to narrow down list of calls. ⑤Incoming or Outgoing ：Select 「Not Specified」「Outgoing」「Incoming」 ⑥Extension or External ：「Not Specified」「External Line」「Extension Line」 ⑦Receiver Type ：「Not Specified」「Mobile Phone Calls」「Japan Domestic Calls」「Overseas Call from Japan」 ⑧Compress ：Data will be compressed. ※Total file size are file size before compression. ※Downloadable file size is up to 4 GB before compression. ※Download link will be sent to registered e-mail address once compression is completed. ※It might take time if file size is big. ※Recorded data will not be downloaded if all call recording option are terminated.

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6.Call History ～Voice record download


① Please designate date or phone number then Search for the file you wish to delete. ③ Please click Delete after you checked file. Warning ; Deleted file cannot be restored. ※Total file size will be file size of the search result. ※Previous month recorded file can be deleted after 6th of the month. Current month data can not be deleted.

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6. Call History ～Voice record deletion


① By setting designated month ago, recorded data can be deleted automatically. ② Setting will be updated once clicking Update. ※Designated month ago file are deleted every 5th day of the month. ※it can be set up between 1 ~23 month. Data before 24 month are automatically deleted.

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6.Call History ～Voice record automatic deletion


Email address can be set on OEM circle management page as well. ※Recording file will be sent to registered email address for each circle unless set an Email address to send.

Voice record setting is a setting e-mail address which is compressed file is sent.

１．Circle Management Page > Call History > Various setting for voice records

２．Please put email address you wish to receive recording file.

６.Call History ～Voice record setting


Contacts list for all unique IDs can be created. Please click Contacts > Shared Contacts List. ①Search by Keyword and by group. ②Delete：Please tick Delete check box if you want to delete contacts. ③Registration： By entering these info, you can create a new contact. After inputting these info, please click “Insert” then Update. ・No. ※A number automatically will be generated unless it is specified. ・Name ・Furigana(only for Japanese) ・Phone number ※Please do not put (-) ・Group : Please select a group which are set on 「7.Phone book sharing～Phone group setting」 ④CSV Download：Data can be downloaded as CSV or XLS. ⑤Upload：Data can be uploaded as CSV or XLS. ※Please use the same format as downloading when uploading. ※An uploaded data will overwrite the current data. ※Please select file to upload then click OK. ※”x” is a cancellation button.

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7. Phone book sharing ～Search/Update


Group names on pull down menu of Shared contact list are created in this section. Group can be set No.1 up to No.20. ①Please put any names of group. ②Update

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7.Phone book sharing ～Phonebook group setting


SIP trunk is the service to allocate multiple Channels and Phone numbers to one Unique ID(SIP User Account). SIP trunk allows you to connect external line from PBX software such as Asterisk or Aspire X. One Unique ID can be allocated to One User PBX. ※These versions of PBX Software are supported. ・Asterisk version :1.4.x, 1.6.x, 1.8.x, 11, 12 ・Trixbox version: PBXtra core fon_p_1.2.17_JP For details, please refer to SIP trunk2 IP-PBX manuals.

【Purchase SIP trunk】 Login to Circle Management screen > Purchase > Purchase Unique ①Please select quantities you wish to purchase SIP Trunk：Only 1 unique ID are set to 1 user PBX. Additional 1 channel for SIP Trunk2 ：Please select if you add multiple channels. ※ Please contact us if you wish to purchase more than 30 channels. ②Add to Cart ex）１PBX 5 multiple channels. SIP Trunk2 × 1 Additional SIP trunk2 channel × 4

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8.SIP Trunk 2 ～Purchasing SIP Trunk 2


①Multiple call count limit : The number of SIP trunk channels you have. ②Current set Multiple call count : The number of SIP trunk channels that are configured. ③Detail：Unique name, Password setting and multiple call count can be configured. ④Unique Name：Only viewing. Please configure name on details. ⑤Multiple call count：Multiple call count per unique ID is displayed.

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8.SIP Trunk2 ～SIP Trunk2 List


①Name：Please enter a name of SIP Trunk2 ②Terminal Password：Please enter any password. ③Multiple call count：Configure multiple call count to this Unique. ④Update. For set up details, please refer to SIP trunk2 IP-PBX Installation Manual.

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8.SIP Trunk 2 ～SIP Trunk2 editing


①Please tick SIP trunk Unique for termination. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month. ※When processing termination, if there is/are remaining number(s) of simultaneous calls, adjust your settings to the following month since this is automatically adjusted at the end of the month. ②In case termination of Number of Simultaneous calls Trunk, please input number of channels you wish to terminate.

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【Cancel termination / Delete】 ①Please proceed Next Page for termination. ※Please click Delete and Update in case of cancellation of termination.

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8.SIP Trunk 2 ～SIP Trunk 2 Termination


【Cancel Termination/ Delete】 ①Please go to Prev Page for cancellation of termination. ②Please go to Terminate for termination. 【Complete termination】 Termination will be completed once termination message are shown. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

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8.SIP Trunk 2 ～SIP Trunk 2 Termination


▼ OEM Server You can purchase Management screen for reseller. ▼Billing Monthly Invoice will be sent to customer’s address via mail. Invoice from every 1st day to the end of the month will be sent.

9.Option ～Purchasing account options


▼Telephone Conference Maximum 5 channels. Caller from extension/external line(landline, mobile) can login to telephone conference. ▼Call sorting Multiple outgoing numbers can be used on desired SIP devices. ▼IVR Routing setting by pushing button. 〔Setting in details are available. Response time, incoming channels, call forwarding/ function for Voice prompt message file] ▼Option(All recording) All conversation can be recorded. Recording data can be listened to on the circle management screen. It will be charged per 1GB(1,000MB). Recording data can be downloaded as compressed file. Search refinement by date and time is possible. ※Recording data can not be downloaded in case all recording option are terminated. ※Please download wav file on call history. ※Please contact us in case of exceeding 100GB on your monthly storage. ▼Monitoring This option allows you to listen to conversations on other designated extensions. ▼Whispering This option allows you to instruct operators with whisper voice which is customers can not hear. Whispering are not possible for PHS and au mobile.

9.Option ～Purchasing circle option


①The volume of storage used of voice recording. ②By ticking Denied call recording, the Unique ID are not recorded. ③Setting are updated once clicking Update ※Cancellation once clicking Reset

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9.Option ～Voice record setting


① Monitoring Monitoring are possible on checked Unique IDs. ②Whispering Whispering are possible on checked Unique IDs. ※Whispering are not possible for PHS and us mobile. ③Setting are updated once clicking Update. ※Cancellation once clicking Reset.

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9. Option 〜 Monitoring/Whispering settings


①Call sorting is enable to show other phone numbers on the callee’s display. ※ This option does not need to be set on a device. ②Setting are updated upon clicking Update. ※Cancellation setting upon clicking Reset.

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9. Option 〜Call sorting settings


①Name of Conference call ②Select Incoming Number ③Incoming Extension number for conference ④Password ※ Password can be set to attend conference call. ⑤Simultaneous call setting （All checked Unique IDs are called when dialing conference call number.) ⑥Update : setting are updated. ※Reset : cancellation.

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9. Option 〜Conference settings


All option list are shown. 【Termination option】 ①By ticking terminate check box in case of termination of IVR. ②By ticking terminate check box in case of termination of voice recording. ③Input number of unique IDs on the termination monitoring / whispering. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

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9.Option ～Terminating options


【Your Cart】 ①Please check termination option then Next Page. ②Please tick Delete check box then Update in case you want to cancel termination. ※Request for termination received on until 22:00 of the last day of the month will take effect at the end of the same month.

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【Termination】 ①Please click Terminate if you proceed termination. ※Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month. ※Recording data will not be downloaded in case voice recording option are terminated.

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9.Option ～Terminating option


【Change Extension digits】 Please proceed to Extension Digits in Circle Management Page. Please select digits from the list. 2 digits［20～89］ 3 digits［200～899］ 4 digits［2000～8999］ 5 digits［20000～89999］ ※Current setting of extension list/sim-ring setting will be invalid once changing extension digits.

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【Change Login ID】 ①Please enter using alphanumeric characters, a-z, A-Z, 0-9, @, -(hyphen), _(underscore), .(dot) ②Update

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【Change Password】 ①Please enter current password. ②Please enter new password. ③Please enter new password again. ④Update. ・Must be at least 8 characters and include alphanumeric. Capitals and small letters, symbols. ・Symbols "!", "@", "#", "$", "%", "^", "&", "*", "?", "_", "-” can be used.

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10.Circle Setting ～Changing digits of extension numbers/Login ID


＜Compulsory changing option＞・No setting : No compulsory changing. ・Warning: Change notification are advised when login. ・Compulsory Change : you will be moved to password change page when login. You can not login unless password is changed.

Compulsory Changing login password on Circle management page.

１．Please click Details on Account management page.

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２．Compulsory changing login password by choosing setting.

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11. Circle Password ~Changing login password


①Balance Alert Set up for Sending notification to designated e-mail address if balance is below a threshold amount. ②Alert Recipient E-mail to receive notification can be set. ③Threshold Amount which Prompts Notification Alert will be sent in case of less than Threshold amount. ---------For the registration of credit card--------- ④Auto Recharge Enable Auto recharge via credit card ⑤Recharge when balance is below this amount. ⑥Charge amount Purchasing amount per auto recharge. ⑦Registered credit card Please select credit card to use auto recharge from pull down menu if multiple credit cards are registered. *If failed payment 5 times, auto recharge for the credit cards will be OFF.

１．Prepaid setting This screen is only displayed after you purchase prepaid via credit card one time.

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1２.Prepaid 〜Prepaid settings


・Purchase Amount Select purchase amount from pull down menu or put amount then Add to Cart. (Priority are given to amount in the text field.)

3D Secure is an online security feature adopted by VISA, MasterCard and JCB, designed to prevent unauthorized use [Fraud] of a third party. A cardholder has to enter his/her registered password from the issuing bank during payment to verify his/her identity. For VISA, MasterCard and JCB card holders, please understand that these cards cannot be used to purchase if the card issuer does not support 3D Secure. ■Registration Method 1.If you are using VISA, MasterCard, JCB cards, verify if the card issuer is supported by 3D Secure. You can check the URL below to view the list of supported card issuers. ・VISA http://www.visa-asia.com/ap/jp/cardholders/security/activate.shtml ・MasterCard http://www.mastercard.com/jp/personal/jp/cardholderservices/securecode/sc_issuers.html ・JCB http://www.jcb.jp/security/jsecure/index.html 2.Go to your card issuer's website and register 3D secure. 3.After completing the registration, you can acquire a confirmation password. For inquiries on registration method, please contact your credit card issuer.

２．Purchase Prepaid

1２.Prepaid 〜 Purchasing Prepaid

http://www.visa-asia.com/ap/jp/cardholders/security/activate.shtml




http://www.mastercard.com/jp/personal/jp/cardholderservices/securecode/sc_issuers.html

http://www.mastercard.com/jp/personal/jp/cardholderservices/securecode/sc_issuers.html

http://www.jcb.jp/security/jsecure/index.html

http://www.jcb.jp/security/jsecure/index.html


Go to Next page to proceed purchasing prepaid.

1２.Prepaid～Purchasing Prepaid


Please select payment method. Then Next Page. ① New Credit Card Pay through a clearing house. Charge automatically after the payment has been completed. You can use VISA, MasterCard, JCB, Diners Club International and AMERICAN EXPRESS. ②Registered Credit Card Charge automatically after the payment has been completed. ③Net Bank Transfer Transfer to net bank specified by the Company. Please pay within 1 week after purchase. All bank charges must be paid by the customer. In the case of overseas remittances, please pay a receiving fee. After the payment has been completed, automatically charge following the financial institutions business hours. (If there is a discrepancy on the payment amount, automatic charge cannot be done.) ④Convenience Store Payment Pay at Lawson, Family Mart, Circle K Sunkus, Ministop, Daily Yamazaki, and Seiko Mart nationwide. Please pay within 1 week after purchase. All bank charges must be paid by the customer. In the case of overseas remittances, please pay a receiving fee. After the payment has been completed, automatically charge instantly - maximum of 2 hours. ⑤Bank Transfer Transfer to bank account specified by the Company. Please pay within 1 week after purchase. All bank charges must be paid by the customer. In the case of overseas remittances, please pay a receiving fee. Charge manually after the funds have been remitted to the Company. (You cannot charge on Saturdays, Sundays, Holidays, Company Holidays or outside Business Hours.) *We confirm payment from 4PM (JST) on our business days. *The confirmation is made the next business day in case the payment completed outside banking hours.

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1２.Prepaid 〜 Purchasing Prepaid


Confirmation screen. Please proceed Purchase.

Page will be moved to clearing house website to proceed payment via credit card.

1２.Prepaid ～Purchasing Prepaid


ZEUS Screen. Please input all information.(Tel, Card Name, E-mail address, card number, valid date and security code) ※Please input Japanese phone number in case overseas number are invalid. Please proceed purchase Unique and phone number once payment done.

1２.Prepaid ～Purchasing Prepaid


３．Prepaid History

Prepaid history are displayed.

1２.Prepaid 〜 Prepaid History


【Download bills with PDF format】 Bills can be downloaded. ※You don’t have to apply billing option in case you want to use download. ※Previous month’s bill will be available for download after 3 business days. ※When without Decimal is selected, calculated total amount will be rounded off to the nearest whole number so there may be a discrepancy on the actual bill.

13. Account Information ～Download bills


【Download Receipt with PDF format】 Receipt can be downloaded. ※In case amount exceeding 50,000 yen, receipt will be mail due to revenue stamp are required.

13.Account Information ～Download Receipts


※Subscriber’s info and billing info should be the same. 【Edit Subscriber’s information】【Notes】 (1)Change of Phone Number Entered Phone Number will be assigned as an Emergency Contact Number. When changing a phone number, you can put any phone number, except for the phone number of our service. (2)Change of 'Name / Company Name', 'Address': Upload the changed identification copy of the registration from Upload self identification document. For more information about the documents or materials to be submitted, refer to the email sent to you after the receipt of Subscriber's information modification. * A handling fee of 1,000 JPY (tax excluded) will be charged for change of Name. (3)Procedure for Change of Payment Method associated with Change of 'Name / Company Name' Customers who wish to change the abovementioned items (2) 'Name / Company Name' would need to go through a separate procedure to change Account Transfer and Credit Card Name. For customers who wish to perform changes through Change Billing Information, contact us by clicking this link. * Changing your name on the account makes your method of payment to be prepaid if your current method of payment is by credit card or direct debit. The available method of payment is prepaid only, if you created your account for the first time. • In case of changing Email address, please change it on "Edit Email Address" page.

13. Account Information～Changing account information

https://manager.agile.ne.jp/pc/aid/acsetupload.php

https://manager.agile.ne.jp/pc/aid/acsetupload.php

https://manager.agile.ne.jp/pc/aid/acset2.php


https://manager.agile.ne.jp/pc/aid/acsetmail.php


[Notes] Subscriber's information and Billing information in principle are the same. Enter address / phone number available for contacting from us. For customers who wish to change Subscriber's Information from Change Subscriber's Information, please contact us. * In case of changing Email address, please change it on "Edit Email Address" page.

13.Account Information ～Changing billing information



https://manager.agile.ne.jp/pc/aid/acsetmail.php


【Credit Cards】 Registered credit card information and can be deleted.

13. Account Information ~ Credit card management


【Edit Shipping Info】 Account > Edit Shipping Info Please Update once confirmed.

13.Account Information ～Changing shipping information


【Edit Email address】 The registered Email address can be changed here. The change is applied immediately after submission. For other information except Email address, please change in appropriate pages. You can enter up to plural Email addresses; each separated by a comma.(The maximum number of characters is 255)

13. Account Information ～Changing e-mail address


【Upload self identification】 Please upload the necessary documents here for changing your name, the name of your company, or your address. SUBMIT THE FOLLOWING DOCUMENTS (For Individual Customer)Evaluation may start upon receipt of any of the following documents listed.Submit any of the following: driver’s license (excluding international driver’s license)(the back side too), passport (Japanese passport)(need the address mention page), alien registration card.OR you may submit any of the two documents belowSubmit 2 documents from the following: health insurance card, certificate of residence and resident registration card, utility bills.All submitted documents must be valid. (Utility bills must be issued within the last 3 months).(Corporate Customer)Copy of Registration Certificate (*within three months after issue)Representative’s identification cards with photos such as driver’s license (international driving permit not included)(the back side too), passport, etc (*must be valid)(need the address mention page),corporate website URL or equivalent corporate announcement media.Prepare the documents after change of name. Please use the scanner or digital camera, etc. and save the picture in the following formats: jpg, png, gif, jpeg. You can also upload a PDF. The size of the file has to be below 10MB. * Cautions when taking the picture Please make sure that whole thing is shown in the picture. Please take the picture of the back as well. We ask you to take the picture again if there is too much light in the photo that makes it hard to read what's been written. You can select multiple files and upload at once.

13.Account Information ～Upload self identification


【General Settings】 Information Email：If "Disable" is selected, all the information email such as maintenance information will be stopped. Bills of each circle：You can choose if bills of each circle are hidden or shown.

13.Account Information General Settings


【All termination】 ※ If you terminate your account, all the services such as Circle, Unique and Phone Number will also be terminated at the same time. * Requests for termination received on until 22:00 of the last day of the month will take effect at the end of the same month. ※ If you agree on the above condition, please click "Terminate". Termination cannot be cancelled.

13.Account Information Termination


【Trouble and maintenance】 ①Trouble and maintenance information can be checked. 【Terms of Use】 ②Terms of Use can be checked. 【Manuals】 ③Catalogues, Manuals can be downloaded.

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13. Account Information ～Terms of service/Trouble and Maintenance/Manuals

cloud pbx operation manual · cloud pbx operation manual ver2.0.7 2015/12/08 revised ver2.0.6...

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