Poltys CA Conference Bridge Module

Training Presentation

Benefits

TDE, NCP and NS1000 series PBX

Benefits to Customer• Meet-Me and Dial Out

conferences• Multi-party, multi-speaker

conferences

Benefits to Dealer Increase sales into• Charities, Long Distance

Learning, Corporate Organizations, Auctions via telephone, Organizations that take regular referendums/votes, Political Party Referendums

Benefits to Sales Company• A conferencing solution

competitive with Avaya and NEC

Conf Bridge Module – Presentation Content

Overview

Upgrading

Features

Configuration

TDE, NCP and NS1000 series PBX

CA + TDE/NCP/NS1000

OVERVIEWChapter 1

Overview

TDE, NCP and NS1000 series PBX

Works with CA PRO/Supervisor/Console

Preinstalled on Poltys Appliance

Meet-Me and Dial Out

Multi-party, multi-speaker

Max 48 conference rooms per serverTotal of 96 simultaneous attendees per server

Connected to Panasonic PBX via SIP

Integrated with Outlook Calendar

Use Case – PBX mode

Conference External/Internal Callers

Meet-me/Dial Out

Integrated with Microsoft Outlook 2010 scheduler

SIP

CA + TDE/NCP/NS1000

Poltys Conference Bridge Appliance

Outside Conference Participant

Outside Conference Participant

Outside Conference Participant

Connects internal and outside participants in multi-party voice conferencesed - Pay messageNo Answer – Retry laterAgent CA Client

Call Every Entry in the List

Call answered - Pay messageNo

Agent CA Client

^d Poltys Appliance acts as 3'rd party SIP Extensions

Use Case – CA Server mode

Conference External/Internal Callers

Meet-me/Dial Out

Integrated with Microsoft Outlook 2010 scheduler

SIP

Poltys Conference Bridge Appliance

Outside Conference Participant

Outside Conference Participant

Outside Conference Participant

Connects internal and outside participants in multi-party voice conferencesed - Pay messageNo Answer – Retry laterAgent CA Client

Call Every Entry in the List

Call answered - Pay messageNo

Agent CA Client

^d Poltys Appliance acts as 3'rd party SIP Extensions

NCP/TDE/NS1000

CA Server

AppliancePoltys Appliance• CA Conference Bridge Module comes preinstalled and preconfigured server on Poltys Appliance • Benefit for End User – Easy to support remotely, easy to replace• Benefit for Dealer – Easy to install, configure and connect to Panasonic PBX

Appliance Specifications Sample Images Ports

Micro Chassis

Intel D2700MUD 2.13 GHz Dual Core Atom D2700, 2GB RAM, 60GB SSD Drive• Appliance dimensions: 9” x 8” x 2.5” • Packed: 13” x 11” x 4.5 “• Packed Weight: 6lb

Max 20 Participants

Low profile 1U, 19” Rackmount

Quad Core 3.2 GHz I7, 4GB RAM, 250GB enterprise level HDD, X8STi Supermicro motherboard, Low profile 1U, 19” rack mount chassis• Appliance dimensions: 19” x 15” x 3.5” • Packed: 22” x 19” x 7 “• Packed Weight: 16lb

Max 100 Participants

^d Poltys Appliance acts as 3'rd party SIP Extensions

CONFIGURATIONSection 2

Configuring Panasonic IP-PBX3.4 Configuring Panasonic PBX (1) Appointment Reminder appliance connects to Panasonic PBX via a compact range of Third party SIP Extensions. Configure the SIP extensions range to be used with Appointment Reminder using Panasonic Maintenance Console.

(1) Install the virtual card for Poltys appliance (Third Party SIP Extensions)

Select “V-SIPEXT32” card on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Virtual menu)

1. Select V-SIPEXT32

2. Specify the number of cards to be used.

Configuring Panasonic IP-PBX

(2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions) Select “Manual Mode” on Web-MC.

(Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab )

1. Select Manual

Configuring Panasonic IP-PBX

1. Configure a compact range of

SIP extensions.

(3) Configure the extension settings.

“Match the Extension Number and the Password” on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Port Property of the corresponding V-SIPEXT32 card )

2. Click on “Apply” button for changes

to take effect.

The Password should be 1234

Configuring Panasonic IP-PBX

(4) Register the Poltys Appliance to the PBX.

Only connect the Poltys Appliance to the same network with the PBX.

1. Check that the IP address matches the Poltys Appliance one.

(5) Outgoing Calls settingsAllow the SIP extensions to make outbound calls.

Configuring Panasonic IP-PBX

1. Create Incoming Call Distribution Group for Auto

Attendant.

2. Set the Distribution

Method to “Priority Hunting” or “UCD”.

3. Add member list.

Conference Bridge does not work if the Distribution Method is set

to “Ring”.

(6) Incoming Call Distribution Group Settings

To use “Conference Bridge”, group the SIP extensions (Poltys Appliance) into an ICD Group. (Setup -> PBX Configuration -> 3.5.1 Group Settings )Then, set the FEN of the ICD group as the destination for Conference Bridge (Meet-Me) Calls.

Connect The Poltys ApplianceConnect the Poltys Appliance to the keyboard/mouse and network and power the system up

LAN Switch

(same network as the PBX)

USB Keyboard/Mouse

Get Appliance URLGet the Conference Bridge URL. This is what you will use to remotely connect to the Conference Bridge Appliance.

1. After the boot up sequence is finished you are prompted to login into the

system

2. Enter “root” at the “PoltysConfBridge login:”

prompt and Password

3. Write down this URL! This is what you will use to

remotely connect to the Conference Bridge

Load Management ConsoleDisconnect the monitor, keyboard, and mouse from the Poltys ApplianceFrom a PC or laptop connected to the same LAN where the Poltys Appliance is connected start the WEB browserEnter the Conference Bridge Management Console URL in the address bar and hit GO

1. Enter Conference Bridge Management Console URL

Conference Bridge Management Console

supports Chrome, Mozilla and MS Internet Explorer 9.0

or higher

Login to the Management ConsoleLogin to Conference Bridge Management Console using user password provided by Poltys

1. Click on “Login” button.

3. Click on “Login” button.

2. Enter Password.

Get MAC AddressPoltys Appliance comes configured for DHCP operation Get the MAC addressConfigure your DHCP Server with permanent lease for the Poltys Appliance MAC address

1. Click on “Select Network Interface”

button.

3. Write down the MAC Address for

DHCP configuration.

2. Write down the IP Address for further

reference.

Install Java Runtime EnvironmentIF PC IS CONNECTED TO INTERNETFor the Poltys Conference Bridge Management Console to run, you need to install the Java SE Runtime Environment (JRE)

Select Install JRE if PC is connected to the internet

1. Click on “Install JRE” button.

2. Install the latest Java SE Runtime Environment .

Install Java Runtime Environment

1. Click on “Setup JRE” button.

2. Click on “Run” button.

IF PC IS NOT CONNECTED TO INTERNETSelect Setup JRE if PC not is connected to the internet

Start the Management ConsolePush the “Start Management Console” Button

2. Enter User Credentials.

1. Click on “Start Management

Console” button.

3. Click on “OK” button.

Configure Conf Bridge SIP ConnectionsThe Poltys Conference Bridge Appliance needs to connect to Panasonic IP-PBX SIP extensions

1. Click on ”Setup Configuration…”

section.

3. Click on “Add” button.

3. Fill in “Phone Name”, “Host Name”, “User Name”, and

“Password” according to the Panasonic IP-PBX extension settings.

4. Click on “OK” button.

You need to define as many SIP Connections as the maximum number of participants you want to have in conference

5. Click on “Save Settings” button.

2. Click on ”CB to PBX Connections” item.

3. The “Password” should be set to 1234.

Configure UsersCA Conference Bridge Module connects to the Poltys Appliance using a specific user.

Create the user.

2. Click on “Add” button.

3. Fill in User Credentials and write

them down for further reference.

4. Click on “Save Settings” button.

1. Click on ”Setup Configuration…”

section.

2. Click on ”Global Settings” item.

UPGRADINGSection 3

Load Management ConsolePoltys Appliance comes licensed according to the Customer Purchase OrderIf Customer needs upgrading the channels number, then Poltys Appliance needs to be relicensedFrom a PC or laptop connected to the same LAN where the Poltys Appliance is connected start the WEB browserEnter the Conference Bridge Management Console URL in the address bar and hit GO

1. Enter Conference Bridge Management Console URL

Conference Bridge Management Console

supports Chrome, Mozilla and MS Internet Explorer 9.0

or higher

Login to the Management ConsoleLogin to Conference Bridge Management Console using user password provided by Poltys

1. Click on “Login” button.

3. Click on “Login” button.

2. Enter Password.

Relicensing

1. Click on “License Setup”

button.

2. Select all text in License SAK (Server

Authentication Key) field by pressing Ctrl+A

simultaneously or by using mouse selection.

Copy/ Paste the License SAK to an Email message, add the Customer Name, Customer Company and PO Number to the message and send it to support@poltys.com

2. Copy the License SAK to the Windows

clipboard by pressing Ctrl+C simultaneously.

Relicensing

2. Click on “Update” button.

1. Paste the License Key by pressing Ctrl+V

simultaneously.

You will receive the new License Key from Poltys by Email shortly.Copy/ paste the new License Key received and click on Update button.

3. The “License Status” field displays the new number of licensed

channels.

FEATURESSection 4

Start the Conference Bridge Module Conference Bridge Module is launched by clicking on “ACD Report” button in CA Supervisor or CA Pro.

1. Click on “ACD Report” button.

Select GUI LanguageConference Bridge Module lets the customer to select his/ her GUI language of choice.

2. Select “Language” menu

option.

1. Click on “File” menu option.

4. Select language.

5. Click on “OK” button and restart

application.

3. Click on drop-down list button.

Connect CA to Conference Bridge ApplianceCA Conference Bridge Module must be connected to the Poltys Conference Bridge Appliance

2. Select “Conference Setup” menu option.

1. Click on “Settings” menu option.

3. Set the IP address of the Poltys Appliance.

4. Set the User Credentials.

6. Click on “OK” button.

5. Click on “Check access” button to verify connection.

Dial Out ConferenceThe dial out rooms allows the conference participants to get connected via multi-party conferences initiated by Customer when starting the conference

The Attendee participants are automatically dialed out and then added to the conference

Add Dial Out Conference Room

1. Click on “Add” button.

2. Enter Room name and number.

3. Modify Owner and Attendee PINs if needed.

4. Click on “OK” button.

Dial Out Conference - Add ParticipantsAdd Participants

2. Click on “Add” button.

1. Select Room.

3. Enter Name and Email.

4. Enter Phone and Cell numbers.

5. Click on “OK” button.

Start Dial Out ConferenceStart Dial Out Conference

2. Click on “Start conference” button.

1. Select Room.

3. Monitor the conference status.

Meet-me ConferenceMeet-me rooms allow participants to get connected via multi-party conferences based on predefined schedules

Attendees are accepted in conferences and they wait for the Owner participant to enter

Once the Owner has joined the room, the multi-party conference activates

1. Enter Conference Bridge Management Console URL.

Conference Bridge Management Console

supports Chrome, Mozilla, MS Internet Explorer 9.0 or

higher

Meet-me ConferenceStart Conference Bridge Management Console

2. Enter User Credentials.

1. Click on “Start Management

Console” button.

3. Click on “OK” button.

Meet-me Conference

Add Meet-Me Room

1. Select” Meet-Me rooms” section in the

Available Settings window.

2. Click on “Add” button.

3. Enter Room Name and Number.

4. Enter Room Owner and Attendee PIN.

5. Click on “OK” button.

6. Click on “Save Settings” button.

Meet-me ConferenceConfigure Meet-Me Room in CA Conference Bridge Module.

2. Select “Conference Setup” menu option.

1. Click on “Settings” menu option.

4. Set “My Room Number” to be equal to

the Meet-Me Room number predefined

using Conference Bridge Management Console.

6. Click on “OK” button.

Meet-me ConferenceSwitch to Meet-Me panel.

1. Click on “Meet Me” tab.

Meet-me ConferenceChange Calendar View mode.

3. Select “Month View” option.

1. Right click on the calendar area.

2. Select “Change View To” option.

Meet-me ConferenceSchedule Meet-Me Conference.

1. Click on schedule day.

2. Right click on day area and select “New

Appointment” option.

7. Change recurrence.

3. Enter subject.

4. Change start/ stop hours.

5. Add owner and

participants.

6. Click on “Recurrence”

button.

8. Click on “OK” button.

Meet-me Conference Setup from OutlookThe customer can directly schedule Meet-Me conferences from MS Outlook 2010

Connect Outlook Add-in to Poltys Appliance, set the Meet-Me Room number and access numbers

1. Click on “Settings” button

from Poltys Add-in.

2. Set the IP address of the Poltys Appliance.

3. Set the User Credentials.

6. Click on “OK” button.

7. Click on “Check access” button to verify connection.

4. Set Meet-Me Room number.

5. Set access numbers.

Meet-me Conference Schedule from OutlookSchedule Meet-Me conference from Outlook

1. Click on “Add Conference” button from

Poltys Add-in.

2. Add participants and meeting subject.

3. Select date and time.

6. Change recurrence.4. Click on “Add Conference Info” button.

5. Add any text information.

7. Click on “Send” button.

Meet-me ConferenceEvery Meet-Me participants will receive a meeting invitation to conference by email.

Thank You