40
SASKTEL HOSTED COLLABORATION SOLUTION (HCS) CUSTOMER ADMINISTRATION GUIDE March 2017

SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

Embed Size (px)

Citation preview

Page 1: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

SASKTEL HOSTED COLLABORATION

SOLUTION (HCS)

CUSTOMER ADMINISTRATION GUIDE

March 2017

Page 2: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

Confidentiality and Proprietary Statement

This information is the property of SaskTel, and it is strictly confidential. Without prior written

permission from SaskTel, this information must not be copied, disclosed, or distributed in whole

or in part. By receiving this information, the receiving party is bound by these conditions.

Page 3: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

TABLE OF CONTENTS

Login ........................................................................................................................................... 1

How to Navigate .......................................................................................................................... 2

How to View Recent Changes ..................................................................................................... 3

How to Add a User ...................................................................................................................... 4

How to Add a Phone ................................................................................................................... 7

How to Add a Voicemail Box ..................................................................................................... 12

How to Make Phone Changes ................................................................................................... 14

How to Delete a Phone ............................................................................................................. 16

How to Delete a User ................................................................................................................ 18

How to Enable IM and Presence ............................................................................................... 20

How to Create a Pickup Group .................................................................................................. 21

How to Create a Hunt Group ..................................................................................................... 23

How to Create a Hunt Group with Queuing ............................................................................... 26

How to Configure Single Number Reach ................................................................................... 28

How to Configure Extension Mobility ......................................................................................... 31

Resetting Passwords and PINs: ................................................................................................ 36

Page 4: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 1

LOGIN

Browse to https://142.165.90.80/bvsm and log in with the username and password that you

have been provided.

For assistance with adds, moves, or changes, click on Help or Help Index.

Page 5: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 2

HOW TO NAVIGATE

Menus are located on the left hand side of the screen. On the top of the screen, you can see

which Customer, Division, and Location you are viewing.

Always look at the top of the page to ensure that you are viewing the correct Customer,

Division, and Location before you save any changes.

If you want to view a different location, click on the Division at the top of the page or Customer

if you only have one Division. If you want to view a different Division, click on Customer at the

top of the page.

Page 6: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 3

HOW TO VIEW RECENT CHANGES

If you want to see all the changes that have been made on the system by you, or by another

administrator with equal or less access as you, click on General Tools and then Transactions.

Page 7: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 4

HOW TO ADD A USER

Click on Location Administration and then End Users.

Click the Add button.

Page 8: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 5

Username: If LDAP integrated, use the username from Active Directory, otherwise, any

username will work.

Security Profile: For an end-user, choose one of the following:

EndUser – High (Very Complex Password)

EndUser – Medium (Complex Password)

EndUser – Low (Non-Complex Password)

Password: This will be the password used to log in to the End User Self Care page.

Fill out the following text boxes:

First Name

Last Name

Email Address

Click Next.

Page 9: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 6

Feature Group:

FG-CUPC-CSF-Client-VM-1DID: Use for softphones

FG-Enhanced-UM-ML: Choose if user has unified messaging and multiple lines.

Can call International

FG-PublicArea-NoVM-1INT: Choose for public area phones that can only dial internal

FG-Restricted-NoEM-VM-1DID: Choose if user has voicemail and no extension mobility

FG-Restricted-NoVM-1DDI: Choose if user has no voicemail and can only can only call

internal

FG-Standard-NoVM-ML: Choose if user can call Internationally but has no voicemail

FG-Standard-VM-ML: Choose if user has unified messaging and can call Internationally

FG-VM-Only-1DID: Choose if this is for voicemail only. Can only call internal

Feature Display Policy: For end users, always choose Standard-DP

Service Profile: Always choose the profile specific to your location

Allow Control of Device from CTI: Always check

Page 10: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 7

HOW TO ADD A PHONE

To get a list of phones currently configured, or to add or modify a phone, go to Location

Administration and then to Phone Inventory.

If you want to add a phone, click Add Phone.

Select a Move Target: Indicates which location the phone will exist

Phone Type: The phone model, which can be found on the back of the phone

If you are adding a Jabber Client for the Desktop, choose Cisco Jabber Client

If you are adding a Jabber Client for an iPhone, choose Cisco Dual Mode for iPhone

If you are adding a Jabber Client for a Tablet, choose Cisco Jabber for Tablet

If you are adding a Jabber Client for an Android Phone, choose Cisco Dual Mode for

Android

Page 11: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 8

Device Name: The MAC address, which can be found on the back of the phone. If you are

adding a Jabber Client, the device name is as follows:

Cisco Jabber Client: Username. For example, if the username is JDOE, the device name

is CSFJDOE

Cisco Dual Mode for iPhone: Username. For example, if the username is JDOE, the

device name is TCTJDOE

Cisco Dual Mode for Android: Username. For example, if the username is JDOE, the

device name is BOTJDOE

Cisco Jabber for Tablet: Username. For example, if the username is JDOE, the device

name is TABJDOE

NOTE: When adding a Jabber Client, you must also enable presence for that user. Please see Enabling Presence on Page 20.

Device Names can contain up to 15 characters

Leave Configuration Profile unchecked. Select the checkbox if it is not a real phone.

Click Add Phone.

Select Subnet: Leave set to Don’t manage phone subnet

Button Template Name: Standard is the default, but there may be various custom templates

listed. See the attached Phone Button Template sheet.

Click Continue to Register Phone.

Page 12: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 9

Description: Generally, the name of the user

SIP Profile: This will be Standard SIP Profile

Softkey Template: This configures the softkeys. See attached sheet of available Softkey

Templates

First & Second Expansion Module: This is only applicable if you are adding add-on modules.

Media Services: Keep set to Derived from Location

Select Phone Feature Group: See the list below for an explanation of the options

Click Next.

Phone Feature Groups:

FG-CUPC-CSF-Client-VM-1DID

o (CUPC-CSF SoftClient Settings - UM CoS - 1 DDI - International CoS (Default)-

Natl-Mob-CF)

FG-Enhanced-UM-ML

o (Advanced Settings - UM CoS - Multi-Line - International CoS (Default) -

Natl-Mob-CF)

o Use this Feature Group for majority of phones.

FG-PublicArea-NoVM-1INT

o (Public Area Settings - NoVM - 1 Internal Line - Internal CoS (Default) - Internal-

Only-CF)

FG-Restricted-NoEM-VM-1DID

o (Restricted (No EM) Settings - VMCoS - 1 DDI - International CoS (Default) -

Natl-Mob-CF)

Page 13: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 10

FG-Restricted-NoVM-1DDI

o (Restricted Settings - NoVM - 1 DID - Internal CoS (Default) - Internal-Only-CF)

FG-Standard-NoVM-ML

o (Standard Settings - NoVM - 6 DID - International CoS (Default)- Natl-Mob-

CF)

o Use this Feature Group for Public Use phones.

FG-Standard-VM-ML

o (Standard Settings - UM CoS - 6 DID - International CoS (Default)- Natl-Mob-CF)

FG-VM-Only-1DID

o (VM-Only Settings - VM-CoS - 1 DDI - Internal CoS (CoS) - Internal-Only-CF)

To assign an extension to the phone, click on the drop down under Number, and choose the

extension you wish to assign. The unused extensions and DIDs are listed at the top and the

ones already in use are listed at the bottom.

To assign a user to the phone, search beside Associated user, and once the user has been

selected, click Next.

Page 14: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 11

Label: The name or number showing beside the line button

Class of Service: What the user is allowed to call

Use Feature Group Default

CF-BlockAll

CF-International24Hrs-Standard

CF-National24Hrs-Standard

CF-National24Hrs-Restricted

CF-Local24Hrs-Enhanced

CF-InternalOnly

CF-InternalCLIR

Click Register.

Page 15: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 12

HOW TO ADD A VOICEMAIL BOX

To add a Voicemail Box, go to Locations Administration and then End User. Find the user

that requires a Voicemail Box (all mailboxes have to be assigned to an end user).

Click on the username of the user that requires Voicemail.

Click on the Voicemail button in the top left.

Click on Add beside Personal Voicemail.

Page 16: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 13

You must fill in the PIN text box. This is the password the users enter to access their Voicemail

Box.

Voicemail Template:

UCX-Standard-CoS-CST is used for standard voicemail

UCX-Advanced-CoS-CST is used if the user will have Unified Messaging

Leave Voicemail Profile set to Standard Location Profile.

Click Add to save.

Page 17: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 14

HOW TO MAKE PHONE CHANGES

To make changes to a phone, go to Location Administration and then Phone Management.

Find the phone you are looking for and click on the Device Name.

Page 18: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 15

To add speed dial buttons, click Manage Speed Dials.

Click Add.

Speed Dial Number: The number that you will dial on your phone to access the number

Label: The name of the speed dial number

Label (ASCII): If the ASCII Label field is not provided and the standard Label field has a valid

ASCII value, then the standard Label field's value is used for the ASCII Label field. If the

standard Label is not a valid ASCII value, then the Telephone Number field's value is used for

as the ASCII Label.

Page 19: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 16

HOW TO DELETE A PHONE

To delete a phone, go to Location Administration and then to Phone Management. Click on

the device name of the phone you wish to delete.

Scroll to the bottom of the page and click Unregister.

The following screen will pop up. Click Unregister.

Click Phone Inventory on the left pane.

Click the device name of the phone you wish to delete.

Click Delete.

Page 20: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 17

Page 21: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 18

HOW TO DELETE A USER

To delete a user, go to Location End Users. Click on the name of the user you wish to delete.

Scroll to the bottom of the page and click Delete.

Page 22: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 19

A pop-up screen will appear. Review and click Delete.

Page 23: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 20

HOW TO ENABLE IM AND PRESENCE

When you add a Jabber Client, you want to enable presence so that other users can see your

availability and have the option to IM with you.

Click on Location Administration and then End Users.

Search for the user you have created a Jabber Client for, and click on their username.

At the top of the page, click the Presence button.

You will see a list of the device assigned to that user. In most cases, you will want to check the

Monitor box beside All. If you only want presence enabled for a specific device, check the

Monitor box beside that device.

Click Apply.

Page 24: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 21

HOW TO CREATE A PICKUP GROUP

Call Pickup and Group Call Pickup are features that allow a user to answer an incoming call that

rings on a telephone other than the user's own. For example, if you want everyone in the payroll

department to be able to answer calls to any payroll extension (in case someone is away from

their desk), create a pickup group that contains all of the payroll extensions. Members of a

pickup group should be located in the same area so that they can hear ringing at the other

extensions in the group.

NOTE: Extensions can only belong to one pickup group.

Call pickup: Allows users to pick up incoming calls within their own group. The system

allows a Location Administrator to select a set of phones to be included in a Pickup

Group. Additional phones can be added to the group, or existing phones within the group

can be removed.

Group call pickup: Allows users to pick up incoming calls within their own group or in

other groups. Users must dial the appropriate call pickup group number when activating

this feature from their phone.

To create a Pickup Group, click on Location Administration and then Pickup Groups.

Click on Add.

Name: Name to assign to the pickup group (mandatory field)

Description: A brief description of the pickup group

Pickup Number: The extension number for use by the pickup group

Call Pickup Group Notification Policy: How the users will be notified of a call

Page 25: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 22

Call Pickup Group Notification Timer: The seconds of delay (1-300) between the time that

the call first comes into the original called party and the time that the notification to the rest of

the call pickup group occurs.

Once you have added the Pickup Group, you can add extensions to the group.

Click the Add Line button.

Choose the extension or DID you wish to add to the pickup group from the drop down and click

Add. You can add multiple numbers to a pickup group.

Page 26: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 23

HOW TO CREATE A HUNT GROUP

A hunt group is a set of phones to which rules can be applied so that calls can be answered

more efficiently. Depending on the rules, a call to any phone in the group causes all the phones

to ring at the same time, or each phone rings in turn and the call is forwarded to the next phone

in the group until it is answered.

Hunt Groups utilize Number Groups. Therefore, in order to create or manage Hunt Groups, the

relevant Number Groups must be available in the location.

To create a Hunt Group, you must first create a Number Group.

Click on Location Administration and then Number Groups.

Click Add.

Name: A unique name to identify the group (mandatory field)

Description: A brief description of the Number Group

The following are the menu choices for the next 3 fields:

Stop Hunting

Try next member, then, try next group in Hunt List

Skip remaining members, and go directly to next group

Try next member but do not go to next group

Hunt on Busy:

Hunt No Answer:

Hunt Not Available:

Page 27: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 24

Distribution Method: This determines the order in which the numbers within the number list

are called

RNA Reversion Timeout: How many seconds before the call moves to the next member or line

group

Line Number: Extensions to be added to the number group

Click Add.

To add additional lines to the Number Group, click on Add Lines at the top of the page.

Page 28: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 25

Page 29: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 26

HOW TO CREATE A HUNT GROUP WITH QUEUING

To create a Hunt Group, click on Location Administration, then click on Hunt Groups.

Click on Add.

Name: A unique name to identify the group

Description: A brief description of the Hunt Group

Pilot Number: The extension you would like to assign to the group

Number Group Name: A Number Group is a set or group of phones that can be used by one or

multiple Hunt Groups

Ex Directory: If selected the number is excluded from the Corporate Directory list

Page 30: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 27

Maximum Hunt Timer: This Timer specifies the total length of time that the incoming call rings

on any associated number groups before it is forwarded to the number specified in the Call

Forward Destination field.

Select the Queue Calls radio button.

Network Hold MOH Source & Announcements: Leave default

Choose your queue configuration.

Click Add.

Page 31: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 28

HOW TO CONFIGURE SINGLE NUMBER REACH

Single Number Reach enables an incoming call to a corporate phone to be directed to the

user's normal desk phone as well as up to ten other configurable destinations. The remote

destinations would usually be a mobile (cellular) phone or a user's home phone number. Once

the call has been directed to the desktop and remote phone(s), the user can answer either

device. Upon answering the call, the user can transfer the call to one of the other devices.

Click on Location Administration and then End Users.

Search for the user you want to configure Single Number Reach for, and click on their

username.

At the top of the page, click the Single Number Reach button.

Page 32: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 29

Mobile Phone: Selecting the Mobile Phone checkbox gives a user the ability to hand off an

active desk phone call to the desired Remote Destination, by pressing the Mobility softkey.

Once the Remote Destination answers, the desk phone releases the call.

Enable Mobile Connect: Selecting the Enable Mobile Connect checkbox enables both the

desk phone, as well as the Remote Destination, to ring for incoming calls.

Enable Fixed Mobile Convergence: Selecting the checkbox results in your desk phone

number being displayed to the called party when making a call from your mobile device

associated to your remote destination (Single Number Reach) profile.

Remote Name: (Mandatory field) unique name

Description: A short description of the single number reach entry.

Privacy: When privacy is enabled (select On), the system removes the call information from all

phones that share lines and blocks other shared lines from barging in on its calls. When privacy

is disabled (select Off), the system displays call information on all phones that have shared line

appearances and allows other shared lines to barge in on its calls.

Device Pool: Leave set to the default entry

Remote Number: (Mandatory field) the number to which the call must re-direct

Answer too Late Timer: When selected, the system disconnects the remote destination if it is

not answered within the specified time frame.

Answer too Soon Timer: When selected, the system disconnects the remote destination if it is

answered within the specified time frame.

Page 33: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 30

Delay Before Ringing Timer: This setting is used to delay the ringing of the remote destination

phone. This is used to further lengthen the amount of time that must pass before a remote

destination phone forwards the call to its own voicemail box.

Select from available lines: This section lists all extensions available to the user. Select the

checkbox adjacent to the line(s) that you would like to associate this SNR entry with.

Ring Schedule: If you want to direct calls to the selected numbers at all times for a particular

day, select the relevant checkbox next to the required day and leave the start and end times as

00:00.

If you want to direct calls to the selected numbers only within certain start and end times for a

particular day, select the relevant day checkbox and then select the required start and end times

from the appropriate drop down lists.

Here is an example of a completed Single Number Reach Profile:

Page 34: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 31

HOW TO CONFIGURE EXTENSION MOBILITY

Extension mobility profiles, often referred to as roaming profiles, enable a user to log onto a

phone in another location and the phone automatically adopts the profile for that user. An

extension mobility profile is required for users who move between locations on a regular basis,

or for users in an organization or location, who have been assigned an extension mobility profile

rather than a permanent phone.

Click on Location Administration and then End Users.

Search for the user you want to configure Extension Mobility for, and click on their username.

At the top of the page, click the Extension Mobility Profile button.

Page 35: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 32

Description: A short description of the Extension Mobility Profile

Phone Type: The phone type assigned to this user

Button Template Name: Use the Button Template that is used for the physical phone identified

above

Softkey Template: Use the Softkey Template that is used for the physical phone identified

above

Privacy: When privacy is enabled (select On), the system removes the call information from all

phones that share lines and blocks other shared lines from barging in on its calls. When privacy

is disabled, the system displays call information on all phones that have shared line

appearances and allows other shared lines to barge in on its calls.

Expansion Module 1 & 2: Expansion module type to be used by phone

Extension Mobility Cross Cluster: Determines whether the user is enabled for cross-cluster

roaming

Click Next. If everything is correct, click Add.

See below for an example of a completed Extension Mobility Profile:

Page 36: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 33

Page 37: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 34

Page 38: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 35

Page 39: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 36

RESETTING PASSWORDS AND PINS:

Click on Location Administration and End Users.

Choose the appropriate End User’s username in the left hand column.

Along the top, you have the options to Change PIN and Change Password and Voicemail.

To change the user’s Voicemail PIN, click on Voicemail.

Page 40: SASKTEL HOSTED COLLABORATION SOLUTION (HCS) · HCS CUSTOMER ADMINSTRATION GUIDE 5 Username: If LDAP integrated, use the username from Active Directory, otherwise, any username will

HCS CUSTOMER ADMINSTRATION GUIDE 37

Click on Personal Voicemail

In the PIN text box, type in the new PIN and click Modify.

To change the user’s PIN for Extension Mobility, click on Change PIN.

Enter the new PIN, re-enter the PIN, then click Submit.