PBXact

Documentation of the use of AMS Unified Communications product, PBXact

Call History Functions

 History section allows you to view missed, received, and dialed calls, as well as add the number to your contacts list, blacklist the number, or call the number.

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 CallsMissed CallsReceived 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, NumberMobile NumberOther NumberAccountRing ToneGroup, and Photo.

  1. Use the < > Λ (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 CallsMissed CallsReceived 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.

    image-1613177917745.png



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

    image-1613177956454.png



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

    image-1613177989976.png



  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.


    image-1613178064868.png



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

    image-1613178090516.png



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

    image-1613178110516.png



  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. 

    image-1613178126591.png

Factory Reset without Password

Option #1

  1. Press the Menu button. 
    image-1613177917745.png

    image-1613178147565.png



  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

Enabled

Adding Phone Numbers to a Follow Me List

Initial Ring Time

Ring Time

Managing Confirm Calls

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 image-1551136659599.png button on the phone

 

Sangoma S705 Feature Sheet

image-1635278882275.png

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:

 
 
 

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

image-1616799433584.png

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

image-1616799261584.png

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
Registering the Extension
Setting the proper time

 

 

Standard Phone Setup / Call Flow

Common S705 Phone Buttons

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:

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

When you get a call

    Other features

    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

    • This icon at the top of your phone screen will show you that you have a voicemail(s).



    • Press the Voicemail button.



      • (+) in front of the message indicates the message is new.
      • (-) in front of the message indicates the message is old.
        From here you can quickly see who left you voicemails and choose which messages to listen to first. 

    Listening to Voicemails

    • You can press Select to find out more information about the voicemail message that was left.



      • Name and number of who left the message.
      • Length of voicemail message.
      • Date the message was left.
      • Time of day the message was left.
        The following will be displayed on this screen:

    • If you pres the More button, additional options will appear.



    • You now see options to Toggle this voicemail from unread to read or vice versa, and an option to edit Settings.



    • Lastly, you can press the Play button to listen to your voicemail.



    • The message will now play over your device.

    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

    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:

    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

    Zulu Softphone

    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).

    Zulu Softphone

    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

    Zulu Softphone

    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.

    image-1671044381416.png

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

    Zulu Softphone

    Streams



     

    Zulu Softphone

    Zulu Chat

    Joining a Chat

    Chatting with users inside a chat room

    • Within a Chat Room that you are a member of you can chat with everyone inside the room and see a full history of the interactions of the room.



    Viewing Members

    • To view all the member of the room who are currently logged in you can press the Room Info button on the top right of your Zulu Client when inside a Chat Room



    • From here you will see a list on the left of all the members of the Chat Room who are currently logged in.

    Leaving a Chat Room

    • From within the Chat Room you can click on the Exit button at the top right of your Zulu Client to leave the Chat Room

    Getting the Attention of a User (Notifications and Mentions)

    • Zulu chat uses the concept of Mentions.  A mention is away of getting the attention of a user within a chat room and that user receiving a notification of the chat room.
    • Inside the chat room you would type in a message such as  "@dhardy you around for a call" to send a notification to user dhardy.





    • The user will get a notification that they were mentioned inside the chat room and if they are not a member of the chat room it will notify them of the message and ask them to join the room at the same time.

    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.

    image-1637788017491.png

    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

    image-1637788081928.png

    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

    image-1637788247921.png

    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.

    image-1599231457238.png

    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.

    image-1599231584903.png

    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

    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

    image-1642620299642.png

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

     

    User Control Panel

    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 (plus) 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:

    User Control Panel

    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

    • Username: The Username of your account. You can change it here if you wish (you will be forced to logout)
    • Password: The new password of your account. You can change it here but will need to reenter your password in the confirm box
    • Confirm Password: The confirm password input. Used to validate you did not mistype your password
    • Update Password: Click this button to update your password based on new input from Password and Confirm Password

    User Details

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

    • Display Name: Alias/Name used in services such as Chat
    • Email: Email address used for resetting the password
    • First Name: The user's first name
    • Last Name: The user's last name
    • Title: The user's title

    • Company: The user's company
    • Cell Phone: The user's cell phone
    • Work Phone: The user's work phone
    • Home Phone: The user's home phone
    • Fax: The user's fax
    • Avatar: The user's avatar
      • You can drag and drop an avatar here or click the "Use Gravatar" function which will use the email address provided above to lookup an avatar from the Gravatar network

    Interface Settings

    The last tab is the Interface Settings tab.

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

    User Control Panel

    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.

    Document(s)

     
    Documents must be in PDF or TIFF format.

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

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

    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.

    User Control Panel

    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: 

    User Control Panel

    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:

    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

    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:

    User Control Panel

    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

    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.

    User Control Panel

    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 typelabelvalue, 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.