ucx administration guide-v4
TRANSCRIPT
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Table of Contents
1 Introduction ___________________________________________________________________________ 6
1.1 Supported Hardware ________________________________________________________________ 6
1.1.1 Supported SIP Phones _________________________________________________________ 6
1.1.2 Supported Nortel IP Phones ____________________________________________________ 6
1.1.3 Supported Nortel Digital Phones _________________________________________________ 6
1.2 Supported Capacity _________________________________________________________________ 7
1.3 Prerequisites ______________________________________________________________________ 7
1.3.1 Enviromental Requirements _____________________________________________________ 7
1.3.2 Network Requirements _________________________________________________________ 8
2 Planning your UCx Server Configuration ____________________________________________________ 11
2.1 Network Configuration ______________________________________________________________ 11
2.2 Security Configuration ______________________________________________________________ 122.2.1 Access to the UC x System from Public Network ___________________________________ 12
2.2.2 Password Strategy ___________________________________________________________ 12
2.3 Numbering Plan Configuration _______________________________________________________ 13
2.3.1 Extension Numbers __________________________________________________________ 14
2.3.2 Inbound Routes _____________________________________________________________ 14
2.3.3 Outbound Routes ____________________________________________________________ 14
2.3.4 Feature Codes ______________________________________________________________ 14
2.4 Extension Options _________________________________________________________________ 15
2.4.1 SIP Extensions ______________________________________________________________ 15
2.4.2 Nortel Extensions ____________________________________________________________ 162.5 Trunk Configuration ________________________________________________________________ 17
2.6 Voicemail and IVR Greetings ________________________________________________________ 17
3 Getting Started with the UCx Server _______________________________________________________ 18
3.1 Unpacking the UCx Server Hardware __________________________________________________ 18
3.2 Connecting the UCx Server to the Network _____________________________________________ 18
4 Configuring Telephone Sets for Use with UCx Server _________________________________________ 20
4.1 Configuring LAN Settings ___________________________________________________________ 20
4.2 Configuring Provisioning Server ______________________________________________________ 20
4.3 Configuring SIP Phones ____________________________________________________________ 21
4.4 Configuring Nortel Phones __________________________________________________________ 224.4.1 Configuring Nortel IP Phones ___________________________________________________ 23
4.4.2 Configuring UCx Digital Gateway with Nortel Digital Phones __________________________ 24
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5 Configuring the UCx Server _____________________________________________________________ 26
5.1 Accessing the Web-based Configuration Utility __________________________________________ 26
5.2 Accessing User Extension Portal _____________________________________________________ 27
5.2.1 Access Using Voice Mail Box Credentials _________________________________________ 27
5.3 Configuring System Settings _________________________________________________________ 30
5.3.1 Monitoring System Status _____________________________________________________ 305.3.2 Configuring Network Settings ___________________________________________________ 31
5.3.3 Configuring User Management _________________________________________________ 34
5.3.4 Shutting Down the System _____________________________________________________ 40
5.3.5 Updating System Software _____________________________________________________ 41
5.3.6 Backing Up and Restoring System Configuration ___________________________________ 44
5.3.7 Configuring Preference Settings ________________________________________________ 48
5.3.8 Configuring Software Licenses _________________________________________________ 51
5.4 Configuring PBX Settings ___________________________________________________________ 54
5.4.1 Applying Configuration Changes ________________________________________________ 54
5.4.2 Configuring General Settings ___________________________________________________ 555.4.3 Configuring Settings for Nortel Phones ___________________________________________ 56
5.4.4 Configuring Settings for SIP Phones _____________________________________________ 58
5.4.5 Adding Extensions ___________________________________________________________ 59
5.4.6 Adding Trunks ______________________________________________________________ 64
5.4.7 Configuring Call History Translation ______________________________________________ 69
5.4.8 Configuring System-wide Speed Dial Numbers _____________________________________ 71
5.4.9 Adding Inbound Routes _______________________________________________________ 73
5.4.10 Add Blacklist Number _________________________________________________________ 74
5.4.11 Adding Outbound Routes ______________________________________________________ 76
5.4.12 Adding Ring Groups __________________________________________________________ 785.4.13 Configuring Group Paging _____________________________________________________ 79
5.4.14 Configuring Intercom Calls (Voice Call) ___________________________________________ 82
5.4.15 Configuring Music On Hold ____________________________________________________ 84
5.4.16 Add System Recordings _______________________________________________________ 87
5.4.17 Configuring Follow Me Feature _________________________________________________ 88
5.4.18 Adding Conference Bridge _____________________________________________________ 92
5.5 Introduction ______________________________________________________________________ 94
5.5.1 Virtual Fax Menu ____________________________________________________________ 94
5.5.2 Fax Master _________________________________________________________________ 95
5.5.3 Fax Clients _________________________________________________________________ 95
5.5.4 Fax Viewer _________________________________________________________________ 95
5.5.5 Email Template _____________________________________________________________ 95
6 Configuring Port Forwarding to UCx Server _________________________________________________ 96
6.1 Port Forwarding to Allow Remote Management __________________________________________ 96
6.2 Port Forwarding for Remote Nortel Phones _____________________________________________ 96
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7 Troubleshooting _______________________________________________________________________ 98
7.1 General Help _____________________________________________________________________ 98
7.1.1 Check Your Logs - First Line of Defence __________________________________________ 98
7.1.2 I Forgot my Web Based Configuration Utility Password ______________________________ 98
7.1.3 Unable to Get Software Updates ________________________________________________ 98
7.1.4 Unable to Send Voice Mail Notification ___________________________________________ 987.1.5 Unable to View Web Based Configuration Utility ____________________________________ 99
7.1.6 Voice Quality Problems _______________________________________________________ 99
8 E-MetroTel Warranty and Support Services ________________________________________________ 101
8.1 Warranty and Subscription support services are provided as described below: _________________ 101
8.1.1 UC X System warranty provides full system replacement service: _____________________ 101
8.1.2 Subscription services provide a comprehensive framework for support: _________________ 101
8.1.3 E-MetroTel technical support and documentation can be obtained as follows: ____________ 102
8.1.4 E-Mail Communication Access: ________________________________________________ 102
8.1.5 Voice Communications Access : _______________________________________________ 103
8.1.6 Web Communication Access: _________________________________________________ 1038.1.7 Documentation: ____________________________________________________________ 103
9 Appendix B - Trunk Configuration Examples _______________________________________________ 104
9.1 Babytel SIP Trunk ________________________________________________________________ 104
9.1.1 Trunk Outgoing settings PEER details _________________________________________ 104
9.2 Broadsoft SIP Trunk ______________________________________________________________ 105
9.2.1 Trunk Outgoing settings PEER details _________________________________________ 105
9.3 Broadvox SIP Trunk ______________________________________________________________ 105
9.3.1 Trunk Outgoing settings PEER details _________________________________________ 106
9.4 Skype SIP Trunk _________________________________________________________________ 106
9.4.1 Trunk Outgoing settings PEER details _________________________________________ 1069.5 VoIP.ms SIP Trunk _______________________________________________________________ 107
9.5.1 Trunk Outgoing settings PEER details _________________________________________ 107
9.6 SIP Trunks with IP Authentication ____________________________________________________ 108
9.6.1 Overview _________________________________________________________________ 108
9.6.2 Problem Statement _________________________________________________________ 108
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This guide provides information about how to configure, administer and monitor UC , the IP PBX Unifiedx
Communications platform.
This guide covers all three UC models - configuration and administration tasks are the same for all the models.x
Eventual model specific differences are described in the guide. The intended audience for this guide is the
system administrator.
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1 Introduction
UC IP PBX Communication System is a unique solution that delivers the latest Unified Communication featuresx
such as Fixed Mobile convergence, Home working, Call Recording, Automated Call Distribution, Meet-Me
Conferencing including support for SIP compliant telephones and cost effective SIP trunks. Coupled with these
features is the support of Nortel/Avaya UNISTIM IP phones and (when used with the UC Digital Gateway)x
Nortel M7000 series and T7000 series digital phones.
1.1 Supported Hardware
1.1.1 Supported SIP Phones
UC supports a wide variety of SIP phones from all leading manufactures as well as various SIP soft phones.x
1.1.2 Supported Nortel IP Phones
UC supports the following Nortel IP phones:x
i20xx Series
i2001
i2002
i2004
i2007
11xx Series
1110
1120E
1140E
1150E
1165
12xx Series
1210
12201230
Other
2033
Soft Phones
i2050
i2050 MVC
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1.1.3 Supported Nortel Digital Phones
Through the UC Digital Gateway, UC supports the following Nortel digital phones:x x
M7000 SeriesM7100
M7208
M7310
M7324
T7000 Series
T7100
T7208
T7316
T7316E
T7406Other Devices
ATA2 (Analog Terminal Adapter)
1.2 Supported Capacity
To provide cost effective options for business of different sizes, the UC IP PBX Communication System isx
offered in three models:
Model Platform Max. Users Max. Concurrent Calls Voicemail/Recording Storage
UC 50x Desk or Wall mount 50 50 2400 hours
UC 450x Rack mount 150 150 7000 hours
UC 1000x Rack mount 400 400 16000 hours
1.3 Prerequisites
1.3.1 Enviromental Requirements
Your UC system is designed and tested to meet the latest standards of safety for information technologyx
equipment. However, to ensure your safety, it is important that you use the system in proper operating
environments.
Please ensure that your installation meets the following environmental requirements:
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The operating temperature must be in the range 32 - 95 F (0 - 35 C) with a maximum temperature gradation of
10C per hour.
The operating relative humidity must be in the range 20% - 80% (non-condensing humidity) with a maximum
humidity gradation of 10% per hour.
Openings on the UC system's chassis are for ventilation. Do not block or cover these openings. Make sure youx
leave space around the system for ventilation. Never insert objects of any kind into the ventilation openings.
Do not use the UC system near water or a heat source such as a radiator. Do not use the UC system nearx x
equipment such as photocopiers, electrical motors, and other equipment that produces electromagnetic, radio
frequency, and electrostatic interference.
1.3.2 Network Requirements
UC has been designed for easy implementation in business environments. In the majority of cases, UC willx x
function correctly in a variety of settings with minimal effort. However, it is still valuable to gather information
about your network in order to determine if the environment is ready for a UC system deployment. Assessingx
the network is also necessary to plan what network changes may be required to ensure a successful
deployment. You may contact your UC system distributor to conduct a site survey and assess your network'sx
readiness for VoIP.
Defining IP Address for the UC x System
You should use a dedicated static IP address on your network for the UC system. To eliminate potential IPx
address conflicts, you must make sure that this IP address is outside of the range of IP addresses managed by
your DHCP server.
Gathering Network Related Information
In order to determine the network bandwidth requirements for the UC system, you should gather the followingx
information about the business environment:
Phone Count Description
Users requiring
a phone
This is the phone count that will give you a basic idea of the load that the UC system will putx
on the network.
Non-user
phones
Phones for guest offices, conference rooms, etc. - these phones typically do not affect the
network load as the anticipated call volume on
these phones is low.
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Phone
Usage
Description
Average
number
ofexternal
calls per
day
If your business makes/receives a large number of calls each day (such as for direct customer
sales), you'll gave to ensure that your network is ready to handle the corresponding network traffic.
Average
number
of
internal
calls per
day
Internal calls (including calls to the voicemail system) increase the required network bandwidth
equally to extenrla calls.
Peak
usage
It is important to understand the anticipated peak usage, which is necessary to help you to
determine the number of required trunks and the maximum number of concurrent calls that are
needed (as opposed to simply counting how many people have access to the system). The
maximum number of concurrent calls can be used to determine the network bandwidth required for
these calls.
Network
Traffic
Description
Network
traffic for
VoIP
The UC system will generate certain amount of network traffic for each active call. By default, IPx
phones typically use the G.711 encoding, which generates approximately 160 kbps of traffic on your
Ethernet based network. Each active phone with the UC system must be counted as a call. Eachx
active trunk must be also counted as a call. For example, with 50 phones active on external calls
(using 50 trunks) all using the G.711 encoding, the network traffic generated by the UC system,x
phones and trunks would be approximately ( 50 + 50 ) * 160 kbps = 16 Mbps.
Network
traffic for
data
Heavy network traffic generated by data applications could affect call quality during periods of
network congestion. You must consider the data traffic during the day as well as the peak data
traffic together with the network bandwidth required for VoIP calls when calculating your anticipated
network usage.
Assessing your Network Infrastucture
Network Utilization and Capacity
Test Ethernet segments for high collision counts, dropped packets, and excessive utilization
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Calculate the maximum anticipated local (LAN) network traffic requirements based on the information
gathered in the previous step and ensure that all network segments and network devices can handle the
traffic
Calculate teh maximum anticipated external (WAN) network traffic requirements based on the information
gathered in the previous step and ensure that your broadband connection is adequate to handle the traffic
Network and Phone Cabling
Ensure that all patch cables and Ethernet RJ-45 jacks are Cat 5 or better (Cat 5e or better for all devices
that use 1 Gbps connections)
Test Ethernet jacks and segments for bad frames or excessive collisions to identify bad cabling
Ensure that phone lines from the your provider do not have voice-quality issues
General Infrastructure
Document the number and location of network jacks and power outlets. Ensure there are sufficient
numbers of each where phones will be deployed, and that
there are a sufficient number for other network-connected equipment such as computers. If additional
ports are required but cannot be added, it is possible to
daisy-chain IP phones.
Make sure all network drops are active or can be activated
Ensure that there is adequate power capacity for the UC System as well as for all phonesx
Power redundancy is important - ensure that the UPS has sufficient capacity for the UC System and allx
associated infrastructure (switches, router, etc.)
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2 Planning your UCx Server Configuration
Before you start setting up your UC system, you should consider a number of factors and make certainx
decisions about its configuration. This section provides a list of configuration elements and/or areas that you
may prepare before the installation and deployent of the UC system.x
2.1 Network Configuration
UC Server is a network device that will be connected to your local area network (LAN). You must select a fullyx
qualified domain name (FQDN) for this device and an IP address that will be used by the device. You should
also prepare network configuration parameters that will be used for the configuration of the UC system'sx
network adapter.
Note:
UC Server can be configured to act as a DHCP client (thus obtaining the IP address and networkx
configuration parameters from the DHCP server on your LAN). If you want to use the DHCP client
configuration, you would have to ensure that all telephones will be able to locate the UC system. Thisx
can be achieved in several ways (for example by using your DHCP server to provide the server
address for telephones or by using the UC system's domain name in the configuration of telephones).x
For certain types of telephones the IP address of the server is required (the server name is not
accepted).
To simplify the configuration of telephones, we recommend either the use of a static IP address for
your UC Server or using an association of the MAC address of the UC Server with a specific IPx x
address from the IP address pool of your DHCP server. Both of these options ensure that the IP
address of your UC Server won't change and reconfiguration/reboots of telephones won't be required.x
The following table provides a list of network configuration parameters that you should prepare:
Parameter Default Value Selected Value
Host name UCx50, UCx450 or UCx1000 ___________________________ (FQDN)
IP address type Static Static / DHCP
Static IP address 192.168.1.200 _____ ____ ____ _____ . . .
Subnet mask 255.255.255.0 _____ ____ ____ _____ . . .
Gateway IP address 192.168.1.1 _____ ____ ____ _____ . . .
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Primary DNS Server _____ ____ ____ _____ . . .
Secondary DNS Server _____ ____ ____ _____ . . .
2.2 Security ConfigurationAn important aspect in planning of your UC system's configuration are security considerations.x
2.2.1 Access to the UC x System from Public Network
The first security aspect that you must consider is the exposure of the UC system to the public Internet. Youx
should not to expose the UC system to the public network more than what is absolutely necessary. If you havex
no users who must access the UC system remotely, you should not expose the system to public network at all.x
If you plan to support remote users, you should first consider the use of VPN for these users. If using VPN is not
acceptable (or applicable) for some reasons, you should make publicly accessible only those services that are
really necessary.
If you decide to allow the access to certain services of the UC system from the public network, you must makex
all necessary precautions to safeguard these services. Specific measures are beyond the scope of this section.
2.2.2 Password Strategy
The second most important security aspect that should be reviewed as part of your planning are passwords for
System accounts
SIP extensions
Voicemail accounts
You should use the following common guidelines for passwords:
A minimum password length of 8 characters
Using randomly generated passwords when feasible
Avoiding passwords based on repetition, dictionary words, letter or number sequences, user names,
names of relatives or pets, romantic links or biographical information
Including numbers and symbols in passwords if allowed by the systemUsing both capital and lower-case letters
Avoiding using the same password for multiple sites or purposes
Passwords for System Accounts
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As the very first step in the configuration of your UC system, you should change the password of thex admin
account. The UC Web-based Configuration Utility presents a page where you can change this password whenx
you enter the utility for the first time. We strongly recommend you to use a strong password for this account
because the password provides full access to the UC Web-based Configuration Utility as well as the the Linuxx
system's admin account.
You could also prepare a list of additional user accounts for access to the UC Web-based Configuration Utilityx
and configuration areas to which these user accounts should have access.
Passwords for SIP Extensions
You should decide what strategy you will use when generating passwords for SIP extensions. Typically, these
passwords must be entered only once and then they are stored in the SIP phone configuration files or in the
phones' non-volatile memory. As the user does not have to remember or enter the password every time, there
should be no reason to provide simple or easy to remember password for SIP extensions. We recommend the
use of strong passwords that are different for each SIP extension (for example randomly generated passwords).
This practice can be a very good safeguard against attempts to hack your SIP accounts using brute force
methods when you support remotely connected SIP users.
Passwords for Voicemail
On the UC system, the voicemail password can be used for more than just the access to the user's mailbox.x
This password can be also used to access the UC User Portal that provides a number of features including thex
following:
Access to voice messages (including the ability to download voicemail messages)
Access to recordings (including the ability to download recorded conversations)Access to detailed call log
Configuration of certain telephone features (call waiting, do not disturb, call screening, call forwarding)
Follow me configuration
Configuration of e-mail notifications
Configuration of Web playback
Configuration of call monitor settings (automatic recording of calls)
From the feature list above, it is obvious that even voicemail passwords must not be simple, common to all
mailboxes or easy to guess. We recommend the use of at least 6 digits for voice mail passwords and avoiding
repetitions, sequences or easy to guess numbers such as various dates.
2.3 Numbering Plan Configuration
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The Numbering Plan defines the actual numbers to be dialed by system users to access the different services of
the UC system. As an example, the telephone extensions could start at 200 and end at 249, DID numbersx
could be assigned as 3000 through 3049. Many of the UC system's services use feature access codes that arex
predefined. For example voice mail can be accessed by dialing the feature codes *97 or *98. Careful
consideration needs to be given when creating a numbering plan to avoid numbering plan conflicts between the
various services and features.
2.3.1 Extension Numbers
Extensions typically start with the number 2-8 and can be two, three, four or more digits in length. You will have
to define extensions for some or all of the following devices and features:
Telephone sets
Ring groups (groups of telephone sets that can be used as a destination for incoming calls)
Page groups (groups of telephone sets that can be paged together)
Parking lot (a range of extensions available for parking of calls)
Note
Telephone extension require one license for each extension programmed in the system. Extension
numbers for features such as ring groups, page groups or parking lot do not require licenses.
2.3.2 Inbound Routes
The UC system is extremely flexible when it comes time to terminate an inbound call. Calls can be terminatedx
based on the DID or Call ID information transmitted to the system from the central office that is providing the
Inbound Route service. There are several services that can be used to terminate an inbound call, such as Time
of Day controls, Day/Night Controls, Ring Groups, IVR menus, Contact Center Queues and others.
2.3.3 Outbound Routes
Historically outbound routes have been accessed by dialing an access code (typically 9) followed by the number
to be called. The UC system allows an access code to be dialed followed by the number to be called.x
Alternatively, outbound routes can be accessed just by dialing the number.
If for example the digit 1 is required to dial a telephone number as long distance, a route can be setup to require
the user to dial the 1. The UC system can also make calling out simpler for the user by inserting the 1 into thex
dialing string on those calls that require long distance service. Also, PIN codes can be used to limit access to
outbound routes.
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2.3.4 Feature Codes
There are over 50 features that are available to users of the UC system. These features are accessed viax
feature codes. The vast majority of these feature codes begins with an asterisk (*) followed by a string of digits.
Feature access codes can be modified to fit into your custom numbering plan. For details on how to configure
feature access codes and how to use these features please refer to the appropriate section of this manual.
The following table provides a list of numbering plan related parameters that you should prepare:
Parameter Selected Value
Extension number length ____
Telephone extension numbers - range ________ - ________
Ring group extension numbers - range ________ - ________
Page group extension numbers - range ________ - ________
Parking lot - extension / number of slots ________ / ________
Inbound route DID's - range ________________ - ________________
Outbound route access code(s) ________________
2.4 Extension Options
In the previous step, you select a range of extensions for telephone sets. You have to assign extensions to
specific users/phones and select common options that will be used for these extensions.
2.4.1 SIP Extensions
The following tables list a basic set of extension specific configurable items that have to be configured for each
SIP extension:
SIP Extension Display Name Direct DID Outbound CID
A unique extension number from the
range selected in the numbering plan
for telephone extensions
The name of the
user/telephone
(alpha-numeric)
A direct DID to be
associated with
this extension
Outbound Caller ID to be
used for calls made from this
extension using trunks
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Extension
cont.
Call Waiting Secret Voicemail Status Voicemail
Password
Set to to allowEnabled
multiple incoming calls
or to allow aDisabledsingle incoming call
An alpha-numberic password to
be used to register a SIP device
with the UC system (you shouldxuse strong passwords)
Set to toEnabled
give the extension a
mailbox or Disabledfor no voicemail
A numeric
password
used forlogin to
voicemail
2.4.2 Nortel Extensions
The following tables list a basic set of extension specific configurable items that have to be configured for eachNortel extension:
Nortel Extension Display Name Direct DID Outbound CID Call Waiting
A unique extension number
from the range selected in
the numbering plan for
telephone extensions
The name of
the
user/telephone
(alpha-numeric)
A direct DID
to be
associated
with this
extension
Outbound Caller ID
to be used for calls
made from this
extension using
trunks
Set to to allowEnabled
multiple incoming calls
or to allow aDisabled
single incoming call
Extension
cont.
MAC Address Voicemail
Status
Voicemail
Password
Device Type Line Appearances
MAC address of the
Nortel IP phone or ID of
the Nortel digital phone
that will use this
extension (set to 0 if
association is to be done
at configuration time)
Set to
toEnabled
give the
extension a
mailbox or
Disabled
for no
voicemail
A numeric
password
used for
login to
voicemail
The type of the
telephone set
that will use this
extension (leave
blank if
association is to
be done at
configuration
time)
Number of line buttons
(extension
appearances) on the
telephone set (each line
button allows the user
to make an outgoing
call or receive an
incoming call)
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2.5 Trunk Configuration
The UC system supports 6 different Telephony Trunk technologies and one Custom Telephony Trunk type. Asx
part of the planning process you will need to identify the types of trunks that will be used for calls external to the
UC system and the number of trunks required that will support the expected inbound and outbound callx
volumes. Trunk Traffic Engineering is beyond the scope of this document.
Each provider is different and requires different configuration settings. Please see the section Appendix B -
in this document for several examples of SIP and IAX2 trunk configurations.Trunk Configuration Examples
2.6 Voicemail and IVR Greetings
The UC system comes with a default set of greetings for Voicemail and IVR. To customize greetings used byx
the UC system, you can use custom recordings.x
Custom recordings can be created in one of two ways and used for Voicemail and/or IVR greetings:
Recorded using a telephone terminal
Imported from an audio file
The UC Web-based Configuration Utility is used for recording using a telephone terminal or for importing ofx
audio files.
While planning the configuration of your UC system, you should prepare a list of custom recordings and decidex
which method will be used to apply them to the UC system (recording using a telephone or import of audiox
files).
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3 Getting Started with the UCx Server
3.1 Unpacking the UCx Server Hardware
When unpackging the UC system, please ensure that you received all the equipment that is listed on thex
shipping box.
The UC 50 package includes the following items:x
1 x UC 50 Appliancex
1 x Power Cord
1 x Power Adapter
1 x Foot Stand
1 x Wall Mount
1 x Quick Start Guide
The UC 450 package includes the following items:x
1 x UC 450 Appliancex
1 x Power Cord
1 x Bezel
1 x Set of Rack Rails
1 x Quick Start Guide
The UC 1000 package includes the following items:x
1 x UC 1000 Appliancex
2 x Power Cord
1 x Bezel
1 x Set of Rack Rails
1 x Quick Start Guide
3.2 Connecting the UCx Server to the Network
UC systems use by default the static IP address 192.168.1.200, the netmask 255.255.255.0 and the gatewayx
192.168.1.1.
If this default configuration is compatible with your local area network, connect the Ethernet connector of the UC
system to your network with a Cat 5 Ethernet cable, configure your PC's network adaptor to use an IP addressx
from the 192.168.1.x subnet, power up the UC system and wait approximately 100 seconds for the UC systemx x
to boot.
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If this default configuration is not compatible with your local area network, you may connect the UC directly to ax
PC with a statically configured IP address from the 192.168.1.x subnet using a Cat 5 Ethernet cable (either
straight through or cross over), power up the UC system and follow the instructions forx Changing the UCx
.Network Configuration
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4 Configuring Telephone Sets for Use with UCx
Server
This section describes configuration steps necessary for successful registration of telephone sets with the UCx
systems.
Typically, IP phones can be configured using on of the following three options:
Automatically using DHCP (the DHCP Server assigns the IP address, provides information about LAN
settings as well as information about a host system from which the phones retrieve their configuration)
Semi-automatically using DHCP (the DHCP Server assigns the IP address and provides information
about LAN settings, remaining configuration is done manually)
Manually (all configuration is entered manually)
4.1 Configuring LAN Settings
The simplest way to configure LAN settings on IP phones is to use DHCP. Phones can use information from
DHCP Server to configure its IP address and DNS address, the subnet mask, the default gateway and IP
addresses of the primary and secondary DNS server.
If DHCP is available on your network, configure the phone to use DHCP for its configuration. If your DHCP
server is configured with Option 66 (information about the provisioning server used on your network), configure
the phone to use the fully automatic configuration using DHCP (refer to your phone documentation for
information how to enable this option). If your DHCP server does not use Option 66 and you have a provisioning
server, you'll have to configure the information about the provisioning server manually.
If DHCP is not available, you must configure the following network configuration parameters on each of your
phones:
IP address
Subnet mask
Default gateway
Primary DNS
Secondary DNS
4.2 Configuring Provisioning Server
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If you have a FTP/TFTP server on your network that provides configuration files and/or firmware updates for IP
phones, you can provide this information to IP phones using the DHCP server's Option 66. If the DHCP Option
66 is enabled, IP phones retrieve the provisioning server's IP address automatically together with LAN
configuration data.
If you have a FTP/TFTP server on your network that provides configuration files and/or firmware updates for IPphones but your DHCP server is not configured to use Option 66, configure each phone manually with the IP
address of the provisioning server (refer to your phone documentation for information how to configure the
provisioning server).
4.3 Configuring SIP Phones
To manually configure a SIP phone to register with UC server, perform the following steps:x
Enter the manual configuration of the SIP phone (refer to the phone documentation for information on
how to access the configuration interface)Set the to the desired name for the phone (this name will be used as the CallerID name)Display Name
Set the to the SIP extension number that is to be used by the phoneUser Name
Set the to the SIP extension number that is to be used by the phoneAuthentication User Name
Set the to the secret configured for the SIP extensionAuthentication Password
Set the to the IP address of the UC server (or to the fully qualified domain name of the UCDomain x x
server if configured)
As an example, the following picture shows the configuration of the eyeBeam SIP soft phone:
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4.4 Configuring Nortel Phones
Nortel phones supported by UC fall into three categories:x
IP phones that can use either UNISTIM or SIP firmware (11xx and 12xx series)
IP phones that use the UNISTIM protocol (i2xxx series including the i2050 soft phone, Nortel IP Audio
Conference Phone 2033)
Digital phones (M7xxx and T7xxx series phones used for Norstar and BCM product lines)
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The steps to configure Nortel phones with the SIP firmware are identical to any other SIP phones. Please follow
the instructions in the section if you want to use a Nortel IP phone with SIP firmware.Configuring SIP Phones
Note:
Using the UNISTIM firmware for Nortel 11xx and 12xx series phones allows users to use several
advanced features such as
Hotdesking (the option to change the extension used by the phone)
Feature button support (the ability to use Norstar and BCM features codes)
Phone status monitoring (busy lamp field functionality - currently available for UNISTIM and
digital phones only)
Advanced Call Center agent features (agent login/logout button with status indication, agent
ready/not ready button with status indication, etc.)
Proper reporting of Caller ID with advanced features such as call parking, transfers and
conferencing
The Nortel 11xx and 12xx series phones support the use of a provisioning server for their configuration and
firmware updates. If you want to use the provisioning server to configure or update your phones using TFTP,
please refer to the documentation for these phones for information about the required configuration files and
their contents.
4.4.1 Configuring Nortel IP Phones
To configure your Nortel IP phone, perform the following steps:
Power on the phone
Wait for message "Nortel Networks" (or if you have a new phone manufactured after theAvaya
acquisition of NES by Avaya)
While the message is presented on the display, quickly press each the four softkeys below the LCD
screen, in sequence from left to right. (you can do it real easily with your four fingers as if on a piano -
one-two-three-four). This operation is known as 'swiping' a phone.
If you see the message "Locating server", you weren't fast enough. Power off (or reboot the phone - see
below) and try again.If you are prompted for a password in order to enter the phone configuration (11xx and 12xx series
phones), use the default password COLOR*SET (26567*738).
Alternatively, if you have an 11xx or 12xx series phone and the phone is operational, quickly press the Services
button twice and select the third option .Network Configuration
To configure your phone for the use with a UC Server, configure the phone in the following way:x
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For the DHCP option, select the setting that matches your network configuration (0 to use fully manual
configuration, 1 to use a DHCP server)
If you don't use DHCP, set the static IP address selected for the phone
If the phone supports partial or full DHCP, use
if the DHCP server provides only IP addresses to IP phonesPartial
if the DHCP server is configured to provide IP addresses as well as the UC Server IPFull x
address and port to IP phones
Most commonly the partial DHCP option is used for Nortel IP phones.
If you selected manual configuration or partial DHCP, configure server entries (both S1 and S2) in the
following way:
: xxx.xxx.xxx.xxx (IP address of your UC Server - by default 192.168.1.200)S1 IP x
: xxxx (the port number configured on the UC Server for communication with NortelS1 PORT x
phones - by default 7000)
: 1S1 ACTION
: 1S1 RETRY COUNT
: xxx.xxx.xxx.xxx (IP address of your UC Server - by default 192.168.1.200)S2 IP x
: xxxx (the port number configured on the UC Server for communication with NortelS2 PORT x
phones - by default 7000)
: 1S2 ACTION
: 1S2 RETRY COUNT
For all other settings, we recommend your to keep default values. Please refer to the documentation for
the phone for information about other settings.
You must specify the correct IP address of your UC Server (default 192.168.1.200) and the port numberx
configured on the page (default 7000).Nortel Settings
The partial DHCP option means the phone gets its IP address from a DHCP server and the IP address of the
UC Server is configured manually. You can also use either a static IP address for the phone (DHCP turned off -x
all configuration done manually on the phone) or the full DHCP configuration (your DHCP server would have to
be configured to provide the IP address of your UC Server to Nortel IP phones).x
To configure the phone to check a TFTP server for updated firmware (11xx and 12xx series phones), you should
specify the IP address of the TFTP server as the Prov/Provision/Provisioning entry (the entry name varies for
different phone types and firmware versions).
Note:
When configuring the i2050 soft client, do not forget to configure the secondary server. The Primary
server configuration corresponds to S1 on hard phones, the server configurationSecondary
corresponds to S2 on hard phones. You must configure both for proper operation of the soft client.
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4.4.2 Configuring UCx Digital Gateway with Nortel Digital Phones
In order to use Nortel digital phones with UC Server, these phones must be connected to UC Digital Gateway.x x
The UC Digital Gateway can be configured to communicate with a specific UC Server using its Web-basedx x
Configuration Utility. This UC Server configuration applies to all Nortel digital phones connected to the UCx x
Digital Gateway.
To specify the UC Server to which UC Digital Gateway is connected, perform the following steps:x x
In your Internet browser, enter the IP address of the UC Digital Gateway (192.168.1.175 if the default IPx
address is used) to open the UC Digital Gateway's Web-based Configuration Utility.x
From the tab, selectDigital Gateway Gateway Configuration
In the field, enter the IP address of the UC ServerUC x Server IP x
If the UC Server does not use the default port number for Nortel phones (7000), enter the port number inx
the fieldPort
Press the button to update the configuration of the UC Digital GatewaySave Changesx
Please refer to the UC Digital Gateway documentation for more information about the configuration of otherx
parameters.
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5 Configuring the UCx Server
This section describes the most common administrative tasks for the UC system. Please refer to the sectionx
for configuration tasks that are not covered in this section.Using the Web-based Configuration Utility
5.1 Accessing the Web-based Configuration Utility
The UC Web-based Configuration Utility is accessible at the address http:// (x x
if the default IP address is used).http://192.168.1.200
To access the UC Web-based Configuration Utility, perform the following steps:x
In your Internet browser, enter the address of the UC system (192.168.1.200 if the default IP address isx
used)
If you get a prompt that the website you're trying to access has a problem with its security certificate,
select the option to proceed to the website. You may want to install the security certificates of the UCx
system on your PC or add the UC system's IP address to your browser's permanent exceptions list if youx
don't want to encounter this warning again (please refer to the browser documentation for more
information).
The login page is displayed. Login using the factory default credentials:
Username = admin
Password = (please note that the 0 is a numeric zero)emetr0tel
If you already changed the administrator's password, use your password instead of the default.
When you login to the UC Web-based Configuration Utility, you are initially presented with the ,x Dashboard page
which provides operational view of the system. If you navigate away from this page, you can return to it by
selecting from the tab.Dashboard System
http://wiki.emetrotel.org/pages/createpage.action?spaceKey=UCX&title=Using+the+Web-based+Configuration+Utility&linkCreation=true&fromPageId=6717503http://192.168.1.200/http://192.168.1.200/http://wiki.emetrotel.org/pages/createpage.action?spaceKey=UCX&title=Using+the+Web-based+Configuration+Utility&linkCreation=true&fromPageId=6717503 -
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Despite our efforts to make the UC Web-based Configuration Utility compatible with all majorx
browsers, there are certain limitations when the utility is used with certain browsers (especially with
older versions). For example, certain features (such as the Backup/Restore - FTP backup) are not
functional in Internet Explorer 8. For best experience, we recommend the use of .Google Chrome
5.2 Accessing User Extension Portal
The User Extension Portal is an individual access portal provided for every extension configured on UCx with a
voice mail account enabled.
The same portal can also be used to access recordings done for conference call which cannot be viewed using
the PBX Monitoring panel.
5.2.1 Access Using Voice Mail Box Credentials
To access the , perform the following steps:User Extension Portal
In your Internet browser, enter the address of the UC system followed by /recordingsx
(192.168.1.200/recordings if the default IP address is used)
If you get a prompt that the website you're trying to access has a problem with its security certificate,
select the option to proceed to the website. You may want to install the security certificates of the UCx
system on your PC or add the UC system's IP address to your browser's permanent exceptions list if youx
don't want to encounter this warning again (please refer to the browser documentation for more
information).
The login page is displayed. Login using your voicemail extension number and password. For example,
for extension 325 with the password 8292, you'd enter the following values:
Login = 325
Password = 8292
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To view the list of feature codes available on the UC system, follow these steps:x
From the left side column, select Feature Codes
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To view the configuration of features specific to your UC extension, follow these steps:x
From the left side column, select Phone Features
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5.3 Configuring System Settings
The tab in the Web-based Configuration Utility contains pages that allow you to perform the followingSystem
tasks:
Monitor the status of your UC systemx
Configure system level properties
Shutdown or restart your UC systemx
Handle software updatesBackup or restore the configuration of your UC systemx
5.3.1 Monitoring System Status
When you login to the UC Web-based Configuration Utility, you are initially presented with the Dashboard page.x
This page provides operational view of the system. You can use this page to monitor the status of your UC x
system.
If you navigate away from this page, you can return to it by selecting from the tab.Dashboard System
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You can customize the set of operational windows you want to see from the dashboard. To select
operational windows that are to be enabled, use the underconfiguration of dashboard applets
.Preferences
You can also customize the location of operational windows on the dashboard page. To change the
position of an applet on the page, use the title bar of the applet to drag it to the desired position on the
page.
5.3.2 Configuring Network Settings
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To set your UC system's IP address, hostname, DNS servers and other network settings, you use thex Network
section from the tab of the Web-based Configuration Utility.System
Configuring Network Parameter Settings
To use the UC system on your LAN, you have to set its network configuration to match your network. Youxshould update some or all of the following properties:
IP address and subnet mask
Host name
Default gateway
DNS server(s)
To change the IP address and subnet mask of your UC system, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Network
From the left side column, select Network Parameters
From , select the public interface of the UC system to open theEthernet Interfaces List x Edit Interface
page.
If you want the UC system to obtain its IP address dynamically from your DHCP server, select the DHCPx
option and press the button.Apply Changes
If you want the UC system to use a static IP address, select the Static option, specify the IP address andx
the subnet mask and press the button.Apply Changes
Confirm that you want to change the network parameters. You must reopen the management GUI using
the new IP address.
To change the host name, the default gateway and/or IP address of DNS servers, perform the following steps:
Open the UC management GUIx
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From the tab, selectSystem Network
From the left side column, select Network Parameters
Press the button to enter the page.Edit Network Parameters Edit Network Parameters
Enter a fully qualified domain name for the UC system (e.g., ucx50.emetrotel.org - or ucx50.localhost ifx
you do not want to use a fully qualified domain name for the system)
Enter the default gateway of your local subnet (typically this is the IP address of your router)
If your router can relay DNS requests, specify the IP address of your router also in the field.Primary DNS
Otherwise, enter the IP address of your preferred DNS server. If your UC system is not connected to thex
Internet (or to a network with a DNS server), make sure that the field is !Primary DNS blank
You can set the field to your preferred secondary DNS server or you can use the publicSecondary DNS
DNS server 8.8.8.8 as the secondary DNS server. If your UC system is not connected to the Internet (orx
to a network with a DNS server), make sure that the field is !Secondary DNS blank
Press the button to update the network configuration of the UC system.Save x
Configuring a DHCP Server
The UC system can be used to provide DHCP services on your network. The UC Web-based Configurationx x
Utility allows you to set the following configurable properties:
Status of the DHCP service (enabled/disabled)
Range of IP addresses managed by the DHCP service
Lease time used for IP addresses
IP addresses of DNS and WINS servers provided to DHCP clients
Gateway IP address provided to DHCP clients
Typically, UC systems are deployed on company networks that have a router that already provides DHCPx
services. Due to that, the default status of the DHCP server on UC systems is set to . If you plan tox disabled
enable the DHCP server on your UC system, please ensure that there is no other DHCP server on the networkx
or that ranges of IP addresses do not overlap.
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To configure the DHCP server on your UC system, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Network
From the left side column, select DHCP Server
To change the configuration of the DHCP server, enter desired configuration data into the text fields andpress the buttonSave/Update
To change the status of the DHCP server, press the or buttonEnable DHCP Disable DHCP
5.3.3 Configuring User Management
User groups are used to control levels of access to the UC Web-based Configuration Utility. There are 3 defaultx
groups of users as follows:
Administrator (system administrators with full access to the UC Web-based Configuration Utility)x
Operator (operators with access to areas used for monitoring and reportingof the UC system)x
Extension (telephone users with access to voicemail, webmail, email, calendar and monitoring of their
extension)
Each one of user groups represents different levels of access to the UC Web Interface. These levels arex
associated with a set of menus to which a given user will have access. The various access permissions to the
menus are better illustrated in the following table:
Menu Administrator Operator Extension
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System
System Information Yes Yes No
PBX Configuration Yes No No
Network Yes No No
User Management Yes No No
Shutdown Yes No No
Operator Panel
Flash Operator Panel Yes Yes No
Voicemails
Asterisk Recording Interface Yes Yes Yes
Fax
Virtual Fax List Yes Yes No
New Virtual Fax Yes No No
Reports
CDR Report Yes Yes No
Channels Usage Yes Yes No
Billing
Rates Yes No No
Billing Report Yes No No
Destination Distribution Yes No No
Trunk Configuration Yes No No
Extras
SugarCRM Yes Yes Yes
Calling Cards Yes Yes Yes
Downloads
Softphones Yes Yes Yes
Fax Utilities Yes Yes Yes
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Configuring Group Settings
To add a new user group, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem User Management
From the left side column, select Groups
Press the button to open the pageCreate New Group New Group
Enter the name and the description of the new group and press the buttonSave
To modify configuration of a user group, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User Management
From the left side column, select .Groups
For the user group you want to change, press the underlined group name in the column to displayGroup
the page with details about the user groupView Group
Press the button to open the pageEdit Edit Group
Update the configuration data for the user group
Press the button to update the user groupApply Changes
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To delete an existing user group, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User ManagementFrom the left side column, select .Users
From the left side column, select .Groups
For the user group you want to change, press the underlined group name in the column to displayGroup
the page with details about the user groupView Group
Press the button to delete the user groupDelete
Configuring Group Permissions
To manage access rights for a user group, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User Management
From the left side column, select .Group Permissions
From the drop-down list box, select the user group you want to configure and press the button (youShow
can enter a part or an entire resource name if you want only specific resources to be displayed).
Check resources that are to be enabled for the user group and press the Save Selected as Accessible
button to save the configuration.
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Configuring Users
Before adding a new user, you should create the extension that will be used by that user.
To add a new user, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User Management
From the left side column, select .Users
Press the button to open the page.Create New User New User
Enter the login ID in the fieldLogin
Enter the user name in the fieldName
Enter the password and password confirmation in the and fieldsPassword Retype password
Select the group to which the user will belong using the drop-down list boxGroup
Select the extension that belongs to the user using the drop-down list boxExtension
Press the button to create the user accountSave
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To modify configuration of an existing user account, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User Management
From the left side column, select .Users
For the user account you want to change, press the underlined user ID in the column to display theLogin
page with details about the user accountView User
Press the button to open the pageEdit Edit User
Update the configuration data for the user account
Press the button to update the user accountApply Changes
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To delete an existing user account, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, select .System User Management
From the left side column, select .Users
For the user account you want to delete, press the underlined user ID in the column to display theLoginpage with details about the user accountView User
Press the button to delete the user accountDelete
5.3.4 Shutting Down the System
In certain situations, you may want to turn off or restart your UC system. In many cases, users simplyx
disconnect and reconnect the power cord to reboot their system. We do not recommend this approach, because
disconnecting the power may leave the file system with some files open and/or only partially written. Even
though the system is designed to recover from such situations, a file system check is typically required during
the next system startup (this operation can add up to several minutes to your system startup time). Due to that,
proper shutdown and/or restart of the system is strongly recommended.
There are two ways to perform a proper shutdown or restart of the UC system:x
If you have physical access to the UC system, you can use the button on the system to initiatex Power
the shutdown of a running system or startup of a powered down system
You can use the Web-based Configuration Utility to shut down or to restart the UC systemx
Warning
When you initiate shutdown or restart of your UC system, active calls are dropped without anyx
warning! Please make sure that there are no active calls when performing these procedures.
To turn off your UC system using the power button, simply press the power button once to initate the shutdown.x
The shutdown of the system takes certain amount of time - wait for the system to power down.
To restore your UC system using the power button, press the power button once to initate the shutdown. Thex
shutdown of the system takes certain amount of time - wait for the system to power down. Once the system is
off, press the power button again to start the UC system.
x
To turn off or restart your UC system using the Web-based Configuration Utility, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Shutdown
Select the desired action ( to stop the system or to restart the system) and press theHalt Reboot
button to initiate the actionProceed
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Wait for the system to power down or to restart
5.3.5 Updating System SoftwareYou can use the Web-based Configuration Utility to install additional packages and/or to update existing
packages from on-line repositories. This section describes steps how to configure software repositories enabled
for software updates and how to update installed packages and/or install new packages from enabled
repositories.
Configuring Software Repositories
Before you start updating or instaling software packages, you should first select which software repositories are
to be used by the Web-based Configuration Utility. By default, the following software repositories are enabled on
your UC system:x
CentOS 5 Base Repository
CentOS 5 Updates Repository
CentOS 5 Addons Repository
CentOS 5 Extras Repository
UC Base Repositoryx
UC Updates Repositoryx
UC Extras Repositoryx
These repositories contain software packages that are fully verified and tested. You should not enable additionalrepositories unless you are instructed by E-MetroTel support staff or unless you want to add an optional
software package that resides in one of the additional repositories and is documented as compatible with the UC
system.x
To configure which software repositories are enabled, perform the following steps:
Open the UC Web-based Configuration Utilityx
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From the tab, select (displaying this page may take several seconds)System Updates
From the left side column, select Repositories
Check repositories that are to be enabled and/or uncheck repositories that are to be disabled
Press the button to save the configurationSave/Update
Updating Software Packages
To update your UC system with software packages from the on-line repository, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Updates
From the left side column, select (displaying the list of packages may take several seconds)Packages
Press the button to retrieve the latest information about packages available forRepositories Update
your UC productxFrom the left side column, select again to display an updated list of packagesPackages
Open the drop-down list box and select the optionStatus Update Available
If no packages are listed, your system is up-to-date. If one or more packages are listed, select the
packages you want to update and then press the link to initiate the update.Update Checked Packages
Wait until the update procedure is completed.
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To install a new software package or to update a specific package, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Updates
From the left side column, select (displaying the list of packages may take several seconds)Packages
Select the option in the drop-down list boxAll Status
Enter the full or partial name of the desired package in the field and press the button toName Search
display only packages that match the specified full or partial name
Locate the desired package (use navigation controls on the page if the package list exceeds a single
page)
Press the or link to initiate the installation or update of the packageInstall Update
Depending on the size of the package and the speed of your Internet connection, the operation can take
certain amount of time - wait for the completion of the operation
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As an alternative to the update of software packages using the Web-based Configuration Utility, you can use an
SSH client software (for example ) to connect to your UC system and update software packages fromPuTTY x
the command line.
To update your UC system with software packages from the on-line repository using an SSH client, perform thex
following steps:
Start your SSH client software
Enter the IP address or host name of your UC system (use the default SSH port 22 and the SSHx
protocol version 2)
At the prompt, use the user IDlogin as admin
Use the password you configured for the Web-based Configuration Utility's admin account
At the presented command prompt, use the command to initiate the update ofsudo yum update
installed software packages
If you want to install a specific package (for example asterisk-codec-g729), you would use the command
sudo yum install asterisk-codec-g729
Confirm the update/install operation when prompted by the package installer
Once the operation is finished, close the SSH session using the command exit
Note
When you use the Web-based Configuration Utility to update the package, the update is notasterisk
performed immediately. As is a critical component that is necessary for telephony functions,asterisk
restart required after the update of this package would cause all active calls to be dropped without a
warning. For this reason, the update of the package is scheduled for 4:00 AM when theasterisk
probability of severe impact is low. If you want to update the package immediately, you shouldasteriskuse the update method using an SSH client.
5.3.6 Backing Up and Restoring System Configuration
You can use the Web-based Configuration Utility to backup the configuration of your UC system and to restorex
the configuration from backups. This section describes the following backup and restore related tasks that
include performing a backup of your UC system's configuration, restoring your UC system's configuration fromx x
a backup, scheduling an automatic periodic backup and management of your backup files.
Creating Backup of Configuration Data
To create a backup of your UC system configuration data, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Backup/Restore
Press the button to open a page with backup optionsPerform a Backup...
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Select configuration items that you want included in the backup. The most common type of a backup
includes the asterisk database and configuration files. You can select items from the following categories:
Endpoint
Fax
E-mail
AsteriskOthers
Press the button to start the backup operationProcess
Depending on the selected configuration items, the backup operation can take certain amount of time.
Wait for the backup operation to complete.
Restoring Configuration Data from Backup
To restore your UC system's configuration data from a backup file, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, select to show the pageSystem Backup/Restore Backup List
Locate the backup that you want to restore in the list of available backup files (use navigation controls at
the top or bottom if the list exceeds a single page)
Press the button beside the selected backup file to start the restore operationRestore
Depending on the amount of data in the backup file, the restore operation can take certain amount of
time. Wait for the operation to complete.
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Scheduling Periodic Backups of Configuration Data
You can use the Web-based Configuration Utility to schedule automatic periodic backups of your UC system'sx
configuration. In the current implementation, automatic backups include all configuration items (from all
categories) in the backup files. You can select one of the following periodic backup options:
Daily
Weekly
Monthly
When automatic backups are enabled, the backup process is started at 23:59 on the day that corresponds to the
selected option:
Each day for the optionDaily
Sunday for the optionWeekly
30th of the month for hte optionMonthly
To configure automatic backups of your UC system configuration data, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Backup/Restore
In the drop-down list box beside the button, select the desired frequency of automaticAutomatic Backup
backups (Disabled, Daily, Weekly or Monthly)
Press the button to save the configurationAutomatic Backup
Moving Backup Files Between UCx System and FTP Server
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The Web-based Configuration Utility allows you to move backup files from your UC system to an FTP server (orx
vice versa) using a simple drag and drop approach.
Note:
The current implementation of the drag and drop feature does not work properly with certain versions
of Internet Explorer. If you encounter problems when attempting to drap backup files when using
Internet Explorer, please switch to an alternative Internet browser such as FireFox or Google Chrome.
To move backup files from your UC system to an FTP server (or from an FTP server back to your UC system),x x
perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Backup/Restore
Press the button to open the pageFTP Backup FTP BackupOn the right side, enter required information about the FTP server and user credentials
Press the button to establish a connection with the FTP serverSave
After the connection with the FTP server is successfully established, drag files between the areaLocal
(i.e., your UC system) and the area as desired. After moving each file, you should wait forx Server FTP
the confirmation that the file was successfully transferred.
Once finished, press the button to exit the pageCancel FTP Backup
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Warning:
If FTP server software is not running on the system with the configured FTP Server IP address,
pressing the button may result in a very long timeout before the attempt to establish aFTP Backup
connection with the FTP server is aborted. If your browser appears to be "frozen" after you pressed the
button, you must wait for apaproximately 1 minute for the page to beFTP Backup FTP Backup
displayed.
5.3.7 Configuring Preference Settings
This section describes how to configure system level settings such as date, time, time zone, language used by
the UC configuration utility or the currency sign used in reports.x
Setting Date, Time and Time Zone
The date, time and time zone configured on your UC systems is used by various features such as:x
CDR records and call history entries
Log files generated on the system
The date and time shown on the display of Nortel IP phones
Due to that, it is important to set the correct system time and date. If your UC system is connected to thex
Internet, Network Time Protocol (NTP) is used to keep the system time accurate. In that case, you have toconfigure just the correct time zone. If your system is not connected to the Internet, you should make sure that
you set the date, time and time zone correctly.
To set the date, time and time zone, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Preferences
From the left side column, select Date/Time
Use the drop-down list boxes beside the label to set the current dateNew Date
Use the drop-down list boxes beside the label to set the current timeNew Time
Use the drop-down list box beside the label to set your time zoneNew Time Zone
Press the buttonApply Changes
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Configuring Dashboard Applets
You can customize the set of operational windows you want to see from the dashboard. To select applets that
are to be visible on the page, perform the following steps:Dashboard
From the tab, selectSystem Preferences
From the left side column, select Dashboard Applet Admin
Check names of operational panels you want see on the Dashboard page
Press the button to save the dashboard configuration.Save
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Selecting Currency Identifier
You can select the currency identifier (sign) used in billing reports.
To select the currency identifier, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Preferences
From the left side column, select Currency
Use the drop-down list box to select the desired currency identifier
Press the buttonSave
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Selecting Language
You can select a language of your choice to be used by the UC Web-based Configuration Utility.x
To set the language for the Web-based Configuration Utility, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Preferences
From the left side column, select Language
Use the drop-down list box to select the desired language
Press the buttonChange
The localization of the current version of the UC Web-based Configuration Utility has not beenx
completed. The only language that is officially supported is English. When using other languages, the
majority of areas in the Web-based Configuration Utility will be localized only partially or not at all.
Please note that the selected language applies only to the user interface of the Web-based
Configuration Utility - it does not have any impact on voice prompts or the user interface of telephone
sets.
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5.3.8 Configuring Software Licenses
UC systems are shipped with a pre-installed license. The sections below describe how you can verify thex
license activation, request an updated license and enter the updated license.
Viewing License Details
To use your UC system it must be properly licensed. If you did not receive an installed license with yourx
product, you must obtain a license from E-MetroTel for your product and activate the license on the system.
To verify the installed license, perform the following steps:
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Licenses
From the left side column, select License Details
Your system is properly licensed if you see a page similar to the one below.
Your system is not licensed if you see a page similar to the one below.
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If your system is not licensed, proceed to .Requesting UC Product Licensex
Requesting New Software Licenses
To use your UC system, you must obtain a license from E-MetroTel for your product. You can also request ax
new license for an existing UC system if you want to increase the licensed capacity of your system.x
To request a UC product license, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Licenses
From the left side column, select License Details
Send the entire string together with the name of your company, the product type and the desiredHost ID
license to . Once your request is received, you'll be contacted to complete [email protected]
process and the license for your UC system will be issued.x
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Installing Software Licenses
To use your UC system, you must obtain a license from E-MetroTel for your product and activate the license onx
the system.
To enter a UC product license on your system, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectSystem Licenses
From the left side column, select Enter License
Copy the entire license string provided by E-MetroTel in the field and press theLicense String Save
button to activate the license.
5.4 Configuring PBX SettingsThe tab in the Web-based Configuration Utility contains pages that allow you to configure telephony relatedPBX
settings.
5.4.1 Applying Configuration Changes
When you make changes to the PBX configuration of your UC system, the changes are not applied to thex
system right away. Instead, the UC Web-based Configuration Utility saves your changes into a database andx
displays a pink bar at the top of PBX configuration screens that allows you to apply the changes. This approach
allows you to make a number of changes at the same time and then apply all these changes in a single step.
You could update the active configuration after each change, but this update takes several seconds which you
can save if you apply the changes only once after making all configuration changes.
The page below shows the pink banner that is displayed on PBX configuration screen:
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Note:
The instructions in the following sections related to PBX configuration do not specifically instruct you to
apply the configuration changes. It is assumed that you will apply changes once you are finished with
your configuration update described in these sections.
5.4.2 Configuring General Settings
One of the first steps in the configuration of your UC system should be the review and update of general PBXx
settings.
To configure general settings of your UC system, perform the following steps:x
Open the UC Web-based Configuration Utilityx
From the tab, selectPBX PBX Configuration
From the left side column, select General Settings
Review the configured defaults (moving your mouse cursor over the name of each field displays detailed
explanation of that field)
If you made any changes in the general settings, press the button to save theSubmit Changes
configuration
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You should review and configure at least the following settings:
(to specify if calling/called parties canDialing Options - Asterisk Dial Command Options
transfer and/or record calls on internal calls)
(to specify if calli