PBXact

Documentation of the use of AMS Unified Communications product, PBXact

• Call History Functions
• Factory Reset Sangoma Desk Phone
• Follow Me
• Helpful Videos
• Pairing Bluetooth Headset
• Sangoma S705 Feature Sheet
• Setting Up Polycom Conference Phone
• Standard Phone Setup / Call Flow
• System Recordings
• Voicemail User Guide
• Zulu Softphone
• Audio Device Behaviour
• Chrome Browser Plugin
• Using the Zulu Desktop Client
• Streams
• Zulu Chat
• Re-Pairing H20 Headset
• Setting Up Phones
• User Control Panel
• Using the UCP
• Maintaining Dashboards
• UCP Settings
• Sending Faxes
• Find Me / Follow Me
• UCP Contacts
• Chat Module
• Device Management

Call History Functions

Viewing Calls

1. Press the History soft key.
   

   

   
   
   
2. "All Calls" will be shown by default.

   1. = Missed

   2. = Received

   3. = Dialed

      
      

      

      
      
      
3. You can use the < and > (left and right arrow) buttons to filter by call type: All Calls, Missed Calls, Received Calls, and Dialed Calls. The current filter option is shown at the top of the screen.

Deleting Calls Individually

1. Use the Λ or V (up and down arrow) buttons to select a call from the list.
2. Press the Delete soft key to remove the call from the call history.

Options

1. Use the Λ or V (up and down arrow) buttons to select a call from the list.

   

   
   
   

2. Press the Option soft key.

   

   
   
   

3. Use the Λ or V (up and down arrow) buttons to highlight an option, then press the OK soft key or the √ (checkmark) button to select the option.

Detail

This screen provides details of the call such as Name, Number, Start Time, Duration, and Account.

Press the Back soft key to go back to the previous screen, or the Dial soft key to call the number shown. (You are not required to highlight the number first.)

Add to Contacts

You can save contact information such as Name, Number, Mobile Number, Other Number, Account, Ring Tone, Group, and Photo.

1. Use the < > Λ V (arrow) buttons to navigate and the phone keypad to enter text and numbers. To cycle between the numbers/letters/symbols available for each key, press the key multiple times or use the < and > (left and right arrow) buttons. Tip: The "space" option is found under the "0" (zero) key. You can use the 2ab soft key to cycle among 2ab, 123, abc, and ABC, which are various input options limiting which characters can be entered.
   

   

   
   
   
2. Press the Save soft key when done.
   

   

   
   
   

Now, any call history for this caller, as well as new inbound calls from this caller, will display the name you entered.

Add to Blacklist

This option adds the caller to the blacklist, preventing you from receiving further calls from this caller ID.

To add the number to the blacklist, press the Save soft key.

Delete All

This option deletes all of the calls associated with list that you are currently viewing (All Calls, Missed Calls, Received Calls, or Dialed Calls, as shown at the top of the screen).

For example, if you are viewing the Missed Calls page, all of the missed calls would be deleted from the call history, and they will no longer show up here or on the All Calls page. However, the other calls (received and dialed) will still appear in the call history.

Dialing a Number

From the List

1. Use the Λ or V (up and down arrow) buttons to select a call from the list.
   

   

   
   
   
2. Press the Send soft key or press the √ (checkmark) button. An outbound call will be placed immediately.

From the Call Detail Screen

Press the Dial soft key or the √ (checkmark) button. An outbound call will be placed immediately.

Factory Reset Sangoma Desk Phone

You can reset the phone to factory default settings by using buttons directly on the phone, or by accessing the phone's admin GUI via a local web browser.

Directly From the Phone

Using this method, you will require an admin password. Please contact AMS to obtain this password before proceeding

1. Press the Menu button.
   

   

   
   
   
2. Highlight the option Setting and press the Enter button. 
   

   

   
   
   
3. Highlight the option Advanced Setting and press the Enter button.
   

   

   
   
   
4. You will then be prompted to enter the password for this device. By default, the password is admin. Enter the password using the phone keypad, and press the Enter button.
   

   For numeric passwords, it is recommended to press the character selection key (highlighted in red below) to ensure a numeric only keypad is selected.

   
   

   

   
   
   
5. Highlight the option Phone Setting and press the Enter button.
   

   

   
   
   
6. Then select the option Factory Reset and press the Enter button.
   

   

   
   
   
7. A warning message will then appear asking you if you're sure you want to reset to factory default settings. Press OK to proceed or Cancel to abort. 
   

   

Factory Reset without Password

Option #1

1. Press the Menu button. 
   
   

   

   
   
   
2. Press the "*" key 3 times and then press and hold the "X" key for 10 seconds.
   
   
   
3. Phone will now preform a factory reset.
   

Option #2

1. When the phone is powering on, during the Initializing step, press the "#" key 3 times and then press and hold the "*" key for 10 seconds.
   
   
   
   
2. Phone will now perform a factory reset.

Follow Me

Overview

• Press the Follow Me button.
  

  

  
  
  
• • Enabled: Yes or No
  • Group List: The list of numbers that will be called as part of your Follow Me
  • Initial Ring Time: How long to ring your extension directly before calling the list of numbers in your Follow Me phone numbers list
  • Ring Time: How long to ring the numbers in your Follow Me phone numbers list
  • Confirm Calls: If you are going to be dialing external numbers and want to make sure a voicemail or answering machine does not answer the call, enable this option
    Here, you can manage the following Follow Me settings:

  

Enabled

• You can select the Enabled option and press the Change button to toggle between Yes or No. If set to No, inbound calls to your extension will NOT be sent to your Follow Me.
  

  

Adding Phone Numbers to a Follow Me List

• You can edit and add any numbers you want to be dialed when activating your Follow Me. Select the Group List option and press the Change button to edit this option. 
  

  

  
  
  
• You can scroll through the group list and see all the numbers that will be called as part of your Follow Me. You can then add a new number by pressing the Add New button.
  

  

  
  
  
• You'll be prompted with a text box to enter the number. Enter the number the same way you would dial it from your phone and press the Done button when done.
  

  

  
  
  
• You should now see the number you just added to your Group List. Press the Back button to return to the previous screen.
  

  

Initial Ring Time

• Highlight the Initial Ring Time option and press the Change button.
  

  

  
  
  
• Here you can choose how long you want the PBX to call your normal extension (up to 60 seconds) before it calls the phone numbers in your Group List. Set this to 0 if you do NOT want the system to call your desk phone first. Remember, you can include your own extension in your Group List of numbers to be dialed. Enter a value between 1 and 60 seconds.
  

  

  
  
  
• Once the time is entered, press the Done button.

Ring Time

• Highlight the Ring Time option and press the Change button.
  

  

  
  
  
• Here you can choose how long you want the PBX to call all of your phone numbers that you have listed in your Group List (up to 60 seconds). It is suggested to have this value set to 30 or higher
  

  

  
  
  
• Once the time is entered, press the Done button.

Managing Confirm Calls

• Below Confirm Calls is not enabled. Highlight this option and press the Change button to enable it.
  

  

  
  
  
• When "Confirm Calls" is enabled, the system will prompt any external numbers that are dialed from your Follow Me with an option to press 1 to accept the call. This will prevent your cell phone's voicemail from answering the call.
  

  

Helpful Videos

Setting up Follow Me:

https://www.youtube.com/watch?v=o9_QiXnipMw

Pairing Bluetooth Headset

This document outlines the process, specifically, for pairing a Sangoma phone with one of the standard supplied MPOW headsets.

On The Sangoma Phone

1. Press the Menu button on the bottom right of the main display screen
   

   

2. Use the arrow navigation panel to navigate to the Settings option, and press Enter (or the check mark button in the center of the navigation arrow keys)
   

   

3. Select Basic Settings and press Enter

   

4. Navigate down to the Bluetooth menu option and press Enter
   

   

5. On this screen, if the phone says that bluetooth is on, follow the next sub-steps, otherwise skip to step 6
   1. Press the Switch option to turn bluetooth on
   2. Press the Save button to ensure that bluetooth is on
      

      

   3. Press the Back button to return to the menu screen and action the save
   4. Select the Bluetooth menu option
      
6. On your headset, press and hold the bluetooth activation button until the indicator light begins to flash blue/red
   

    

7. Select option #2 Paired Bluetooth Device and press the Scan button on the bottom of the phone screen 
   

   

8. The phone will look for any bluetooth devices looking to pair. An MPOW device should show up.
9. Press the Connect button on the bottom right of the phone
   

   

10. When you return to the main screen, the phone should now indicate that there is a bluetooth device connected
    

    

You also need to ensure that you have activated headset mode on your phone. This is done by pressing the  button on the phone

 

Sangoma S705 Feature Sheet

Setting Up Polycom Conference Phone

Overview

Polycom phones do not, by default, automatically provision with your AMS provided PBXact system. Due to the limited functionality of the phones, it is suggested to manually set the device up. You can do this by going through the following steps:

Get the IP address of the device

Once the phone is plugged in, it should obtain an IP address. In order to register the unit, we will need to know the IP address. To find out the IP address, from the phone:

• Press the Menu Key and select Status =>

• Select Network =>

• select TCP/IP Parameters¿ =>

• The current IP Address is being displayed

Log on to the unit

Once you have the IP of the unit, you will need to open a browser and browse to the unit via the IP address

The default admin username is Polycom, the default password is 456

Once you have logged on to the device, you will be presented with the main menu screen

Registering the device on the PBX

AMS will need to provide you with the proper URL and user credentials to complete these steps. 

Register the SIP server

• To access the SIP server settings for the device, click the SIP heading
• Next, you can scroll to the Server 1 section
  

  

• The fields in Server 1 can be filled in as follows:
  • Address: The PBX address as provided by AMS
  • Port: The server SIP port as provided by ams
  • Transport: DNSnaptr
  • Expires: 120
  • Register: 1
  • Retry Timeout: 60
  • Retry Maximum Count: 3
  • Line Seize Timeout: 30
  • The rest of the fields can be left at their default values
• Click the submit button at the bottom of the page
  

  

Registering the Extension

• To access the SIP extension settings for the device, click the Lines heading
• The Line 1 settings will be where you enter in the server IP, port and user settings
  

  

• The fields in Line 1 can be filled in as follows:
  • Display Name: Any name to identify the unit
  • Address: The extension number as provided by AMS
  • Authentication User ID: The username as provided by AMS
  • Authentication Password: The Password as provided by AMS
  • Label: The extension number as provided by AMS
  • Type: Private
  • Third Party Name: blank
  • Number Of Line Keys: 1
  • Calls Per Line: 24

• Next, you can scroll to the Server 1 section
  

  

• The fields in Server 1 can be filled in as follows:
  • Address: The PBX address as provided by AMS
  • Port: The server SIP port as provided by ams
  • Transport: DNSnaptr
  • Expires: 120
  • Register: 1
  • Retry Timeout: 60
  • Retry Maximum Count: 3
  • Line Seize Timeout: 30
• The rest of the fields on this page can be left at their default values
• Scroll to the bottom of the page and click the Submit button
  

  

Setting the proper time

• Click the General heading
• Click the Time heading 
  

  

• Adjust the time settings accordingly
  

  

• Fields that need to be set are:
  • SNTP server: Set to the time server provided by AMS
  • GMT Offset: Set to your appropriate timezone offset.
  • All other fields can be left at their default values
  • CLick the Submit button at the bottom of the page.
    

    

 

 

Standard Phone Setup / Call Flow

Common S705 Phone Buttons

• Line (Extension Number) – This is a dedicated line for the phone. All calls will come to this line first.
• Line (Extension Number) – This is a dedicated line for the phone. This second line can be used if placing someone on dedicated hold using the first line
• Blank
• Orderdesk – A button to log you in to answer customer calls. If the button is red, you are signed in
• Voicemail – Pushing this button will pick up any messages in the general voicemail box. If it is red, there is mail
• Park 1-5 – ‘Parking spots’ where calls can be placed on hold to be picked up on another device in the building.
• History – Shows the call history on the phone. Use the navigation buttons to select and dial.
• Intercom – Intercom Page ALL phones in your branch
• Menu – Access to the phone’s user menu

The EXP100 “Sidecar”

The buttons on the sidecar are valid destinations to park and/or transfer calls with one push. Common destinations added to the sidecar are:

• All Phones In your store
• 5 Parking spots to put customers on hold
• Frequently called cell phones
• Extensions in other branches

Calls can be sent to any of these destinations by pressing the button while on a call.

When you get a call

• Answering the call - When the phone is ringing, picking up the handset, pressing the microphone button or pressing the button on your Bluetooth headset will all answer the call.
• Transferring a call – When on the phone with a customer, you can transfer the call by pressing the destination you wish to send them to. For office, or the other branches, it is recommended to use the ‘queue’ buttons on the phone to transfer calls to other branches, and sidecar extension buttons when transferring to a specific person. If there is no 1 push destination button available, you may also press the ‘transfer’ button that is displayed while on a call and dial the extension you wish to send the call to.
• Putting a call on hold – When on a call with a customer and the phone is off-hook, a ‘Hold’ button will show along the bottom of the phone screen. Pressing this button will place the caller on a private hold on your phone. The line button will blink green, indicating they are on hold. Pressing a second line button will allow you to make a second call. Pressing the blinking line button again will retrieve the call.
• Parking a call – For calls that aren’t to be transferred but need to be picked up on another phone, you can park them in one of the various parking spots on the sidecar. When on the phone with a caller, you can park them in a specific spot by pressing the parking spot button on the sidecar. The light will turn red to indicate they are parked. To retrieve the call, simply press the red lit parking spot button

Other features

• Navigation – There are 4 arrow buttons around a checkmark button. These will navigate through the various screens on the phone itself.
• Intercom – When the phone is on the hook, an intercom button shows along the bottom of the screen, pressing this and picking up the handset will page all of the phones that are not busy.
• Your voicemail – The envelope button on phone itself will access your own private voicemail. If you have a voicemail, this button will flash green, the light on the top of the phone will light up red and there will be a voicemail notice on the phone screen itself.

System Recordings

Assigning recordings to different scenarios (After Hours, Busy Queue, etc.) is done by your AMS PBX Admin. Once assignment is done, feature code recording can be done for ongoing update.

You can record system based messages on your phone via a feature code. These codes are assigned by your AMS PBX Admin and can be provided to you.

Using the feature code.

When keying in the feature code, you will initially hear the current recording, followed by 4 options:

1. To listen to the recording again

2. To accept a recording

*. To record a new recording

3. To change prompt language

Recording a new message

Once you press *, you will hear a beep. Press # once you are done recording. You will then be given the same 4 options as before. Pressing 2 will keep the recording, and pressing * will bring you back to the recording option.

Until you accept a recording, no changes will take effect.

Voicemail User Guide

Viewing Voicemails

Listening to Voicemails

Voicemail Administration

To access all of the voicemail administration options, you can follow these steps.

If you wish to record any specific greetings, please pick up the handset before entering in to the voicemail menu

• Press the Voicemail button.
  

  

• Press the 'Settings' button

Change Voicemail Password

Once in settings, select the 'Change Password' Option

Change Voicemail name

To have a generic system greeting with only your name, you can change your system voicemail name by selecting 'Name' and then 'Change'

Change Custom Voicemail Greetings

The system allows for 3 different custom voicemail greetings:

• Unavailable - When you phone rings for the maximum number of rings without answering, this greeting will be played
• Busy - If you are sent a call, but are currently on the phone this greeting will be played
• Temporary - If set, this greeting will always be played

To change any of these greetings, once in the settings screen, select the greeting type and then select 'Change'. This will play a beep in your ear and you can begin recording. Once complete, select the save recording option on-screen. Follow the prompts if you wish to make changes.

 

Zulu Softphone

Documents on the functionality and usage of the Zulu Softphone from Sangoma. Original documentation is found at https://wiki.sangoma.com/display/ZU/Zulu+3

Audio Device Behaviour

Audio devices preferences can be found by clicking on preferences under the user menu:

 

Inside Preferences, under the Audio tab you will find device settings:

 

Please make sure the device you want to use is connected. If it is connected and it is configured as your default device for input/output on your OS you shouldn't need to adjust any settings, just leave as default. But if you still want Zulu to always use that specific device for input/output you should definitely select it. Zulu will save the device id and try to use it, if it is not connected it will fall back to the Default device. Please note that Zulu will only list devices that are connected, even if you have previously selected a different device (It will still be saved and used if you connect it back).

Chrome Browser Plugin

1. Using Chrome navigate to the webstore: https://chrome.google.com/webstore/detail/zulu/idfkkpineieigiennfifkhbbcbojeoae
    
2. Click "Add To Chrome" in the top right hand corner
   

   

3. Click "Add extension" on the next screen
   

   

4. You will see a message after clicking "Add extension" that states the module has been installed
   
   

   

Using the Zulu Desktop Client

Installing the Desktop Client

Download the desktop client

Navigate to https://zulu-updater.sangoma.com/releases/stable and download the current desktop application for your given platform.

Install on Windows

Click the Zulu-3.x.x.exe file you downloaded.

Wait while we install the applications

After installation it will prompt you to login. 

Install on MacOS

Double click on the Zulu-3.x.x.dmg file you downloaded

Drag Zulu into the Application Folder

Open Zulu by clicking on the Zulu icon in Launchpad

Configuring the Desktop Client

Once the desktop client is installed on your device, it will prompt you to log in. You will then be presented with the login page.

You will need to contact AMS for your User and Password info. The port will always be set to 8002.

Streams

• Everything in Zulu 3 is done within a stream.  You can see all your active streams on the left side of your Zulu Client.
  

  

  
  
  
• Clicking on a Stream will bring up the past history of that stream which includes
  • Chats
  • Sent, Received and Missed Calls
  • If call recording for your extension is enabled on the PBX all call recordings that were done with this contact will be shown here.
  • Any voicemails left by this contact for you.
  • Shared Files
  • SMS messages
  • Send and Received Faxes

• From within the Stream you can send messages to the contact by typing a new message
  

  

  
  
  
  
• At the top of the Stream you have buttons for common things such as
  • Call the Contact
  • Fax the Contact
  • SMS the Contact (Requires SIPStation trunking)
  • Share your Screen with the Contact (Beta Currently as of 8-1-18)
  • Send files to your Contact

 

Zulu Chat

Joining a Chat

Chatting with users inside a chat room

Viewing Members

Leaving a Chat Room

Getting the Attention of a User (Notifications and Mentions)

Creating a New Chat Room

Re-Pairing H20 Headset

Overview

In some scenarios, the H20 headset will become unpaired from the base station. In this case, the headset will need to be re-paired with the base station. This document will walk you through these steps

Symptoms

When the heasdset becomes unpaired with the base station, the battery charge indication light will flash green/yellow/red.

Procedure

First, you will need to unplug the power from the back of the base station and take the headset out of the charging cradle.

Next, press and hold the '+' microphone adjustment button

While holding the button, plug the power back into the base station. Continue to hold the button until the headset and battery light begin to flash (headset blue, battery red).

Once the lights on the base station are flashing, press and hold the mute button on the headset until the blue headset light begins to flash quickly

Once the devices are paired, the base station battery charge light will turn green, the headset indicator light will stop flashing and the light on the headset itself will begin to flash slowly. At this time, you can replace the headset onto the charging cradle.

 

Setting Up Phones

This document is meant as a guide for assembling the Sangoma Desk Phones

S705 Desk Phone

Basic Assembly

The desk phones come in two pieces which need to be assembled. An S705 desk phone and an EXP100 expansion module. The expansion modules are not specifically paired, so any expansion module could go with any of the phones. The boxes contain all necessary mounting hardware and cables, and in a standard setup, we use the bottom slots for the stand.

Cabling (Without headset)

The box containing the expansion module should have instructions on connecting the unit to the S705 but, if not, the below picture is an example of the wiring. The yellow jack is for the P.o.E. in. PC port then plugs in to the Uplink port on the sidecar. Power cable connects from the EXT port on the phone to the DC12V port in the sidecar.

Cabling (With headset).

The headset requires 2 pieces of equipment. The headset itself, and the EHS30 module that connects the device to the phone for headset functionality.

In this configuration, the sidecar also needs to be powered via one of the included power adapters. The connections for this configuration are to plug in the inbound P.o.E. Ethernet cable into the yellow ‘Internet’ port. The power adapter into the sidecar DC5V port, the short Ethernet cable from the PC port to the Uplink port, another Ethernet cable from the AUX port to the port on the EHS30, the second RJ45 (Ethernet) cable goes from the EHS30 to the Ext port on the desk phone. Finally, the RJ12 (Telephone) cable goes from the desk phone port on the headset (next to AUX) and into the grey headset port on the phone.

Below is a photo of a desk phone with headset setup.

If you would like to test the functionality of the headset once connected, you can use the 'Echo Test' feature code of *43.This can confirm in and out audio

User Control Panel

Using the UCP

Overview

The PBXact User Control Panel (ucp) is a dashboard that allows you to take advantage of mor eof the system functionality via your desktop browser. 

This includes things like listening to voicemail, sending faxes and even modifying the buttons on your phone (although, this may be undone with global template changes).

Each user's UCP can be tailored to fit the needs of each person. The dashboard utilizes 'widgets' to allow a user to pick and choose which functions they wish to use.

Accessing the UCP

To access the UCP, your AMS support team will need to provide you with the URL and user credentials that you will need to use.

Once you have that information, you can browse to the provided URL and use the credentials to log in

Once you first log into the UCP, you will be provided with a 'walk-thru' to help explain some of the dashboard functionality

 

Maintaining Dashboards

UCP 14 has been updated to include new functionality called dashboards. Dashboards are collections of widgets in different configurations.

Dashboards allow users to customize their User Control Panel experience

 

 

Adding a dashboard

To add a new dashboard look for the  symbol in the upper right hand side of UCP. Click this icon

Now give your dashboard a name and click "Create Dashboard"

Your new dashboard will be created. If you have not previously added any dashboards you will be placed into the dashboard you just created

To add widgets to this dashboard please see UCP Widgets

Deleting a dashboard

To delete a dashboard click the (X) symbol in the dashboard tab

A confirmation prompt will ask you to confirm

If you are actively viewing the dashboard you have just deleted you will be warned appropriately

Simply Add a new dashboard to continue

Renaming a dashboard

To rename a dashboard click the (Pencil) symbol in the dashboard tab

Change the name of the dashboard and click "Edit Dashboard"

The name will be updated in UCP

Reordering a dashboard

Dashboard Tabs can also be reordered.

Simply click and drag any dashboard tab into a new position

After letting go of the mouse button the configuration order will be instantly saved

Locking a dashboard

Locking a dashboard will lock the position and size of all widgets within.

To lock a dashboard click the (lock) icon in the Dashboard tab

When a dashboard has been locked it will look like this:

To unlock said dashboard just click the lock icon again:

UCP Settings

User Settings can be found in the lower left hand corner of UCP. Look for a gear icon

Clicking this icon will bring up the user settings dialog

Account Settings

Account Settings is the first tab. The options in here relate directly to your user.

Some of these options may not be visible to you depending on your configuration

User Details

User details is the second tab. This tab contains all of the details about the currently logged in user on the system

Interface Settings

The last tab is the Interface Settings tab.

This tab controls how the UCP should look and feel for this user

Sending Faxes

Overview

Sending faxes from the UCP allows you to send a fax directly from your desktop. In order to do this, the image or document you wish to fax should be saved as a .pdf on your desktop

Sending a Fax

How To Send a Fax

Create one or more PDF or TIFF files on your computer. Multiple pages and/or multiple documents are acceptable and will be merged to create one fax (but not one fax document, each document uploaded with be one page or more)

To send a fax click the Send Fax button in the Fax widget:

Basic options include Destination, whether to use a Coversheet, and the Document(s). (If you enable the coversheet, additional options will appear.)

Destination

Enter the fax number of the recipient.

Coversheet

This is Off by default. Click the switch to toggle the on/off setting.

If the switch is set to On, additional fields appear:

The information you enter will appear on the cover sheet.

• Recipient Name: The name of the person you are sending the fax to.
• Message: A short message to include in the cover sheet.
• My Name: The sender's name is pulled from User Management settings, but you can override it here.
• My Telephone: The sender's phone number is pulled from the User Management settings, but you can override it here.
• My Email: The sender's e-mail address is pulled from the User Management settings, but you can override it here.

Document(s)

A single fax can contain one or more documents. There are two ways to upload documents to be included in your fax:

• Click the Upload Document button to select a file from your computer,
• OR drag and drop files from your computer to the Drag New Documents Here area.

The uploaded file(s) will appear in a list:

• To view a file, click the button.
  To remove a file from the list, click the  button.

Send

When ready to send the fax, click the Send button.

Once send has been clicked the Fax interface will send you directly to the Outgoing folder.

When a fax has been sent successfully, it will be moved to the Sent folder. If it fails to send and all retry attempts have been exhausted, it will be moved to the Failed folder.

Find Me / Follow Me

Find Me/Follow Me refers to two technologies that, in conjunction, enable incoming phone calls to be received at different locations, on different phones. “Find Me” refers to the ability to receive incoming calls at any location.

Settings Window

In this section, you can change settings for the chosen Call Forwarding Extension.

Click the Settings button in the widget title bar to continue: 

• Follow Me List: List extensions to ring, one per line. You can include an extension on a remote system, or an external number by suffixing a number with a pound (#). ex: 2448089# would dial 2448089.
• Announcement: Message to be played to the caller before dialing this group.
• Ring <Exten> First For: This is the number of seconds to ring the primary extension prior to proceeding to the follow-me list. The extension can also be included in the follow-me list. A 0 setting will bypass this.
• Ring Followme List For: Time in seconds that the phones on the follow me list will ring. The number of rings will depend on region. Example: If a phone rings for 1 second then waits 2, each ring is 3 seconds.
• Use Confirmation: Enable this if you're calling external numbers that need confirmation - eg, a mobile phone may go to voicemail which will pick up the call. Enabling this requires the remote side push 1 on their phone before the call is put through. Example "Press 1 to accept.

UCP Contacts

The Contacts widget allows you to see and create contacts that can be used in other widgets in UCP, Phone Apps and for speed dials.. The User Management Module controls which contact groups a user will be able to see in this widget.

 

 

Group Management

To add a new group called "My Contacts" click the "Add Group" link.

Name your group "My Contacts" then click "Save Changes"

The group will then appear to the left.

Add Contacts

To add a new contact to a group click the "+ Add Contact" button. You will only be able to add contacts to groups you have permissions to do so.

In the next screen you will be able to define detailed information for the new contact

There are various details to a contact:

• Display Name:
• First Name:
• Last Name:
• Title:
• Company:

Contacts can also have custom avatar images or they can use gravatar:

Additionally contacts can have multiple numbers, xmpp, emails and website addresses added to them

• Numbers:
• XMPP:
• Email:
• Website:

Delete Contacts

To delete an entire group click the "Delete Group" button

After which a confirmation box will pop up.

View Contacts

To view any contact simply click the contact's row in the table.

You will then be presented with a view similar to this if you are able to edit/delete the contact

 

 

 

 

 

If you only have permission to view the contact you will be presented with this view:

Chat Module

The User Control Panel (UCP) includes a built-in XMPP chat client that works in conjunction with the XMPP module. This allows users to send and receive instant messages (IMs) using a simple web browser interface.

Prerequisites

• A user must be allowed to log into UCP (set in the User Management module)
• Chat must be enabled for the user (set in the User Management module)

Enable Chat

To enable chat for a user go to the User Management module and select the Chat tab. Then select "Yes" for Enabled and save. The option to add the Chat service will now appear in UCP

Chat With a User

Chat can only be added as a Side Bar Widget. You can do this through the Add Widget interface

A list of users will appear from the left. 

Click a user to bring up a chat window

From there you can type your message. Hit enter to send. You can also add emjois by pasting emojis or by clicking the emoji face in the chat window

Type your message to the recipient:

Use the return/enter key to send.

The message will be sent instantly to the receiving end
This screenshot is of Adium 

When you receive a reply you will receive a browser notification if your browser is configured to accept notifications.

Collapse or Hide the Chat Window

 / = Collapse / expand the chat window

 = Close the chat window. To re-open, click the chat icon in the side bar and select the user in the drop-down list.

Device Management

The UCP for EPM module allows end users to customize phone buttons through the User Control Panel (UCP) web interface. Users can change button layouts and program their phone with their favorite feature codes, speed dials, Busy Lamp Field (BLF) buttons, REST Apps, and more, without the need to contact an administrator each time a change is needed.

An administrator can control which users are allowed to edit button configurations, and which phones they can edit. The administrator can allow users to edit buttons for their own phones and/or for other users' phones.

A user's changes will override the original template created by the administrator, but the original template itself is not affected. Changes are only on a per-user basis (not global). A user can easily revert back to the original template at any time. The administrator can modify the phone template in End Point Manager.

Since UCP for EPM works in conjunction with End Point Manager, the commercial End Point Manager must also be licensed, installed, and active.

 

 

Changing Phone Buttons from UCP

1. Click the Settings button in the widget title bar to continue: 
2. The settings window will open with the current button settings. Available buttons and settings vary by phone.
   In this example, we are looking at part of the page for a Sangoma S500, which has both line keys and soft keys.
   
3. Use the drop-down menus and fields to change settings as desired. These are the same settings you will find available in End Point Manager. For each button, you can select a button type, label, value, and account (not all options are available with all types of buttons).
4. After you have made the desired changes, scroll down to the bottom of the page and select one of the options in the drop down. Then click Apply.
   
   
   1. Save: Saves the button configuration, but does not write out configuration nor does it restart the phone.
   2. Save and Rebuild Config(s): Saves the button configuration and writes out configuration but does not restart the phone.
   3. Save, Rebuild Config(s) and Update Phones: Saves the button configuration, writes out configuration and restarts the phone. The system will send a reboot command to the phone. The new button configuration should appear on the phone after the phone restarts.
   4. Reset to Template:

Restoring Phone Buttons to Default from UCP

1. Click the Settings button in the widget title bar to continue: 

2. Scroll to the bottom of the settings and select Reset to Template then click Apply.